International Business Machines Corp
IBM- Exchange
- NYSE
- Industry
- Computer & office Equipment
- SEC CIK
- 0000051143
In the last 90 days, International Business Machines Corp insiders filed 0 open-market purchases and 1 sale; 3,644 institutions reported holding it in 13F filings for Q2 2026, worth $172.1B in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in International Business Machines Corp as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
Q3 2026 data is still coming in: 20 institutions have reported holding IBM so far. See Q3 2026
- Institutional holders
- 3,644
- +203 vs. Q1 2026
- Shares held
- 616.1M
- +20.8M (+3.5%) vs. Q1 2026
- Total value
- $172.1B
- +$28.7B (+20.0%) vs. Q1 2026
- New holders
- 340
- 1,638 more added
- Sold out
- 137
- 1,244 more reduced
54 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting IBM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,644 | $172.1B |
| Q1 2026 | 3,495 | $143.7B |
| Q4 2025 | 3,708 | $177.2B |
| Q3 2025 | 3,425 | $163.1B |
| Q2 2025 | 3,412 | $172.7B |
| Q1 2025 | 3,267 | $145.7B |
| Q4 2024 | 3,146 | $126.2B |
| Q3 2024 | 2,940 | $124.7B |
| Q2 2024 | 2,763 | $95.1B |
| Q1 2024 | 2,808 | $104.2B |
| Q4 2023 | 2,685 | $88.4B |
| Q3 2023 | 2,467 | $74.5B |
| Q2 2023 | 2,429 | $69.7B |
| Q1 2023 | 2,399 | $67.7B |
| Q4 2022 | 2,438 | $74.3B |
| Q3 2022 | 2,288 | $61.5B |
| Q2 2022 | 2,379 | $71.9B |
| Q1 2022 | 2,342 | $65.1B |
| Q4 2021 | 2,354 | $67.0B |
| Q3 2021 | 2,169 | $70.6B |
| Q2 2021 | 2,224 | $74.2B |
| Q1 2021 | 2,156 | $66.9B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding International Business Machines Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Marshall & Sterling Wealth Advisors Inc. | 6,710 | $1.89M | 1.12% | +309+4.8% | Added |
| Science & Technology Partners, L.P. | 6,713 | $1.89M | 0.32% | +6,713 | New |
| S.E.E.D. Planning Group LLC | 6,717 | $1.89M | 0.50% | −215−3.1% | Reduced |
| Curat Global, LLC | 9,567 | $1.89M | 1.60% | +3,905+69.0% | Added |
| Archford Capital Strategies, LLC | 6,723 | $1.89M | 0.19% | −98−1.4% | Reduced |
| Clare Market Investments LLC | 6,727 | $1.89M | 0.35% | +6,727 | New |
| WealthPLAN Partners, LLC | 6,729 | $1.89M | 0.36% | −3,234−32.5% | Reduced |
| Fairfield Financial Advisors, LTD | 6,740 | $1.90M | 0.75% | −453−6.3% | Reduced |
| Howard Capital Management Inc. | 6,753 | $1.90M | 0.02% | +3,253+92.9% | Added |
| Silver Oak Securities, Inc | 6,763 | $1.90M | 0.12% | −502−6.9% | Reduced |
| Telos Capital Management, Inc. | 6,765 | $1.90M | 0.17% | −164−2.4% | Reduced |
| Monetary Management Group Inc | 6,772 | $1.90M | 0.39% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 6,775 | $1.91M | 0.56% | +12+0.2% | Added |
| Firetrail Investments Pty Ltd | 6,820 | $1.91M | 0.54% | +6,820 | New |
| Argentarii, LLC | 8,002 | $1.91M | 0.58% | −288−3.5% | Reduced |
| Arvest Bank Trust Division | 6,792 | $1.91M | 0.09% | −3,007−30.7% | Reduced |
| Fortress Financial Group, LLC | 6,794 | $1.91M | 0.95% | −1,396−17.0% | Reduced |
| Cascade Financial Partners, LLC | 6,820 | $1.92M | 0.17% | +13+0.2% | Added |
| Lake Street Financial LLC | 6,845 | $1.93M | 0.22% | +33+0.5% | Added |
| Granite Investment Partners, LLC | 6,848 | $1.93M | 0.10% | +820+13.6% | Added |
| Legacy Financial Advisors, Inc. | 6,852 | $1.93M | 0.23% | +482+7.6% | Added |
| Focus Financial Network, Inc. | 6,854 | $1.93M | 0.06% | +211+3.2% | Added |
| Dumont & Blake Investment Advisors LLC | 6,855 | $1.93M | 0.43% | −300−4.2% | Reduced |
| Harbor Investment Advisory, LLC | 6,855 | $1.93M | 0.13% | −1,644−19.3% | Reduced |
| Silicon Valley Capital Partners | 6,857 | $1.93M | 0.16% | −850−11.0% | Reduced |
| Atlas Capital Advisors LLC | 6,859 | $1.93M | 0.21% | −276−3.9% | Reduced |
| Pure Financial Advisors, Inc. | 6,905 | $1.94M | 0.02% | −657−8.7% | Reduced |
| PDS Planning, Inc | 6,911 | $1.94M | 0.11% | −88−1.3% | Reduced |
| Axxion S.A. | 6,925 | $1.95M | 0.14% | +6,925 | New |
| Brady Martz Wealth Solutions, LLC | 6,926 | $1.95M | 0.29% | +8+0.1% | Added |
| EPG Wealth Management LLC | 6,943 | $1.95M | 0.47% | −115−1.6% | Reduced |
| FSM Wealth Advisors, LLC | 6,949 | $1.95M | 0.21% | +482+7.5% | Added |
| Aspire Growth Partners LLC | 6,966 | $1.96M | 1.14% | −259−3.6% | Reduced |
| Fortis Capital Management LLC | 6,966 | $1.96M | 0.22% | +348+5.3% | Added |
| Beaumont Financial Advisors, LLC | 6,968 | $1.96M | 0.12% | +105+1.5% | Added |
| Byrne Asset Management LLC | 6,981 | $1.96M | 1.07% | −372−5.1% | Reduced |
| Capital Management Associates | 7,000 | $1.97M | 2.53% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 7,036 | $1.98M | 0.49% | −1,063−13.1% | Reduced |
| Certified Advisory Corp | 7,048 | $1.98M | 0.16% | +46+0.7% | Added |
| Valmark Advisers, Inc. | 7,049 | $1.98M | 0.02% | −245−3.4% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 7,054 | $1.98M | 0.10% | −740−9.5% | Reduced |
| Range Financial Group LLC | 7,055 | $1.98M | 0.54% | −58−0.8% | Reduced |
| Premier Path Wealth Partners, LLC | 7,072 | $1.99M | 0.23% | +319+4.7% | Added |
| Jump Financial, LLC | 7,085 | $1.99M | 0.02% | +7,085 | New |
| Midland Wealth Advisors LLC | 7,091 | $1.99M | 0.09% | +365+5.4% | Added |
| Park Circle Co | 7,100 | $2.00M | 1.76% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 7,118 | $2.00M | 0.10% | +1,648+30.1% | Added |
| Federated Hermes, Inc. | 7,135 | $2.01M | 0.00% | −111,876−94.0% | Reduced |
| Reuter James Wealth Management, LLC | 7,142 | $2.01M | 0.26% | +80+1.1% | Added |
| Advyzon Investment Management, LLC | 7,148 | $2.01M | 0.15% | +250+3.6% | Added |
| TownSquare Capital, LLC | 7,159 | $2.01M | 0.37% | +119+1.7% | Added |
| Capital Financial Group Inc | 7,169 | $2.02M | 1.06% | +709+11.0% | Added |
| Encore Global Management, LP | 7,200 | $2.02M | 1.99% | +1,200+20.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 7,214 | $2.03M | 0.19% | −66−0.9% | Reduced |
| Stansberry Asset Management, LLC | 7,230 | $2.03M | 0.19% | +373+5.4% | Added |
| Facet Wealth, Inc. | 7,237 | $2.04M | 0.03% | −88−1.2% | Reduced |
| Norden Group LLC | 7,247 | $2.04M | 0.17% | −527−6.8% | Reduced |
| Concord Wealth Partners | 7,259 | $2.04M | 0.23% | −215−2.9% | Reduced |
| Mather Group, LLC. | 7,263 | $2.04M | 0.02% | +752+11.5% | Added |
| Northeast Investment Management | 7,268 | $2.04M | 0.08% | +309+4.4% | Added |
| Paradigm Asset Management Co LLC | 7,300 | $2.05M | 0.44% | +2,400+49.0% | Added |
| BOCHK Asset Management Ltd | 7,300 | $2.05M | 0.32% | +4,700+180.8% | Added |
| Platform Technology Partners | 7,304 | $2.05M | 0.34% | +257+3.6% | Added |
| Meridian Management Co | 7,315 | $2.06M | 0.46% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 7,320 | $2.06M | 0.91% | −31−0.4% | Reduced |
| Aspen Investment Management Inc | 7,323 | $2.06M | 0.55% | −23−0.3% | Reduced |
| Personal Cfo Solutions, LLC | 7,327 | $2.06M | 0.30% | −47−0.6% | Reduced |
| Birchbrook, Inc. | 7,352 | $2.07M | 0.97% | −71−1.0% | Reduced |
| CWS Financial Advisors, LLC | 7,362 | $2.07M | 0.46% | −32−0.4% | Reduced |
| Sax Wealth Advisors, LLC | 8,550 | $2.07M | 0.08% | +1,702+24.9% | Added |
| IKE Capital, LLC | 7,374 | $2.07M | 1.09% | −1,258−14.6% | Reduced |
| Altfest L J & Co Inc | 7,387 | $2.08M | 0.20% | −89−1.2% | Reduced |
| TCI Wealth Advisors, Inc. | 7,425 | $2.09M | 0.09% | −389−5.0% | Reduced |
| IFG Advisory, LLC | 7,438 | $2.09M | 0.07% | +7,438 | New |
| Cascade Investment Group, Inc. | 7,466 | $2.10M | 1.18% | +95+1.3% | Added |
| NCM Capital Management, LLC | 7,478 | $2.10M | 0.65% | +1,358+22.2% | Added |
| United Advisor Group, LLC | 7,495 | $2.11M | 0.22% | +1,495+24.9% | Added |
| Slocum, Gordon & Co LLP | 7,516 | $2.11M | 1.40% | +6+0.1% | Added |
| Moss Adams Wealth Advisors LLC | 7,526 | $2.12M | 0.13% | +62+0.8% | Added |
| Investment Research Partners LLC | 7,527 | $2.12M | 0.72% | +1,078+16.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,829 | $2.12M | 0.06% | +128+1.7% | Added |
| Tradewinds, LLC. | 5,091 | $2.12M | 0.66% | −318−5.9% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 7,546 | $2.12M | 1.20% | −1,813−19.4% | Reduced |
| Steinberg Asset Management LLC | 7,569 | $2.13M | 1.32% | 00.0% | Unchanged |
| PFG Advisors | 7,569 | $2.13M | 0.11% | −575−7.1% | Reduced |
| Venturi Wealth Management, LLC | 7,582 | $2.13M | 0.08% | +646+9.3% | Added |
| Everhart Financial Group, Inc. | 7,582 | $2.13M | 0.14% | −732−8.8% | Reduced |
| Means Investment Co., Inc. | 7,584 | $2.13M | 0.16% | −613−7.5% | Reduced |
| Strategic Advisors LLC | 7,587 | $2.13M | 0.47% | −2,405−24.1% | Reduced |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 7,590 | $2.13M | 0.06% | +4,183+122.8% | Added |
| Colonial Trust Co | 7,609 | $2.14M | 0.27% | +72+1.0% | Added |
| Kesler, Norman & Wride, LLC | 7,610 | $2.14M | 0.34% | +21+0.3% | Added |
| MBL Wealth, LLC | 7,662 | $2.15M | 0.15% | −902−10.5% | Reduced |
| Baldwin Investment Management, LLC | 7,699 | $2.17M | 0.21% | +460+6.4% | Added |
| Shepherd Kaplan Krochuk, LLC | 7,704 | $2.17M | 1.72% | +5,185+205.8% | Added |
| Capstone Triton Financial Group, LLC | 7,704 | $2.17M | 1.25% | +7,704 | New |
| Warner Financial, Inc | 7,716 | $2.17M | 0.64% | +4+0.1% | Added |
| Northern Financial Advisors Inc | 7,720 | $2.17M | 1.44% | +335+4.5% | Added |
| Wynn Capital, LLC | 7,721 | $2.17M | 0.97% | −9−0.1% | Reduced |
| Wolff Wiese Magana LLC | 7,727 | $2.17M | 1.00% | +5,471+242.5% | Added |