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 |
|---|---|---|---|---|---|
| Boothe Investment Group, Inc. | 10,393 | $2.92M | 0.92% | +2,387+29.8% | Added |
| O'Domhnaill Enterprises, Inc. | 10,397 | $2.92M | 2.34% | +5,395+107.9% | Added |
| Financial Engines Advisors L.L.C. | 10,410 | $2.93M | 0.01% | −575−5.2% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 10,421 | $2.93M | 0.46% | +8,669+494.8% | Added |
| Compass Ion Advisors, LLC | 10,424 | $2.93M | 0.25% | −257−2.4% | Reduced |
| Fulcrum Wealth Advisors, LLC | 10,462 | $2.94M | 2.25% | −3,007−22.3% | Reduced |
| Caption Management, LLC | 10,500 | $2.95M | 0.10% | +10,500 | New |
| Lineweaver Wealth Advisors, LLC | 10,563 | $2.97M | 0.35% | +1,005+10.5% | Added |
| Bank of New Hampshire | 10,572 | $2.97M | 0.62% | +35+0.3% | Added |
| Avidian Wealth Solutions, LLC | 10,579 | $2.97M | 0.08% | +388+3.8% | Added |
| Roffman Miller Associates Inc | 10,580 | $2.98M | 0.16% | +1,680+18.9% | Added |
| AlpenGlobal Capital LLC | 10,582 | $2.98M | 1.91% | +2,081+24.5% | Added |
| Cozad Asset Management Inc | 10,589 | $2.98M | 0.19% | +205+2.0% | Added |
| Excelsior Advisor Network LLC | 10,593 | $2.98M | 0.39% | +5,566+110.7% | Added |
| Roble, Belko & Company, Inc | 10,592 | $2.98M | 0.32% | +20.0% | Added |
| Old North State Trust, LLC | 10,595 | $2.98M | 1.53% | +386+3.8% | Added |
| Naviter Wealth, LLC | 10,596 | $2.98M | 0.27% | +2,151+25.5% | Added |
| InvesTrust | 10,619 | $2.99M | 1.15% | −381−3.5% | Reduced |
| Global Financial Private Client, LLC | 10,677 | $3.00M | 0.81% | +162+1.5% | Added |
| Quest Investment Management LLC | 10,684 | $3.00M | 0.35% | 00.0% | Unchanged |
| RNC Capital Management LLC | 10,689 | $3.01M | 0.12% | −5,431−33.7% | Reduced |
| Ipswich Investment Management Co., Inc. | 10,705 | $3.01M | 0.64% | −28−0.3% | Reduced |
| Sierra Summit Advisors LLC | 10,780 | $3.03M | 0.34% | +392+3.8% | Added |
| Optimize Financial Inc | 10,789 | $3.03M | 1.09% | −37−0.3% | Reduced |
| Sound Capital Solutions LLC | 10,789 | $3.03M | 0.71% | +10,789 | New |
| Journey Advisory Group, LLC | 10,819 | $3.04M | 0.23% | +1,895+21.2% | Added |
| Bahl & Gaynor Inc | 10,820 | $3.04M | 0.01% | −109−1.0% | Reduced |
| Old Point Trust & Financial Services N A | 10,832 | $3.05M | 0.92% | −140−1.3% | Reduced |
| Alternative Investment Advisors, LLC. | 10,850 | $3.05M | 1.18% | +15+0.1% | Added |
| Pallas Capital Advisors LLC | 10,865 | $3.06M | 0.09% | +4,064+59.8% | Added |
| Pegasus Asset Management, Inc. | 10,906 | $3.07M | 0.87% | +8,001+275.4% | Added |
| HighPoint Advisor Group LLC | 10,912 | $3.07M | 0.11% | +1,470+15.6% | Added |
| Tortuga Wealth Management, Inc | 10,922 | $3.07M | 2.33% | +1,178+12.1% | Added |
| Marks Group Wealth Management, Inc | 10,971 | $3.09M | 0.27% | +463+4.4% | Added |
| First National Bank of Omaha | 11,040 | $3.09M | 0.09% | −1,420−11.4% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 11,009 | $3.10M | 0.04% | +11,009 | New |
| Sterneck Capital Management, LLC | 11,034 | $3.10M | 1.33% | −2,256−17.0% | Reduced |
| Marco Investment Management LLC | 11,041 | $3.10M | 0.20% | +162+1.5% | Added |
| Perpetual Ltd | 11,053 | $3.11M | 0.04% | −1,469−11.7% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 11,063 | $3.11M | 0.84% | −2,171−16.4% | Reduced |
| Nwam LLC | 11,072 | $3.11M | 0.16% | −810−6.8% | Reduced |
| Cladis Investment Advisory, LLC | 11,121 | $3.13M | 1.46% | −50−0.4% | Reduced |
| Ironwood Financial, llc | 10,776 | $3.13M | 0.49% | +199+1.9% | Added |
| American National Bank | 11,127 | $3.13M | 0.27% | +11+0.1% | Added |
| Baer Investment Advisory LLC | 10,956 | $3.14M | 3.80% | −1,325−10.8% | Reduced |
| JFS Wealth Advisors, LLC | 11,185 | $3.15M | 0.16% | −117−1.0% | Reduced |
| Pines Wealth Management, LLC | 11,218 | $3.15M | 0.91% | +306+2.8% | Added |
| Brooks, Moore & Associates, Inc. | 11,227 | $3.16M | 1.42% | 00.0% | Unchanged |
| Milestone Asset Management, LLC | 11,240 | $3.16M | 0.50% | +3,029+36.9% | Added |
| Udine Wealth Management, Inc. | 11,303 | $3.18M | 1.32% | +11,303 | New |
| Total Clarity Wealth Management, Inc. | 11,369 | $3.20M | 0.62% | +9,426+485.1% | Added |
| LVM Capital Management Ltd | 11,395 | $3.20M | 0.27% | −100−0.9% | Reduced |
| Core Wealth Advisors, Inc. | 11,394 | $3.20M | 0.64% | +4,500+65.3% | Added |
| Western Wealth Management, LLC | 11,470 | $3.23M | 0.11% | +257+2.3% | Added |
| Exchange Bank | 11,483 | $3.23M | 2.01% | −118−1.0% | Reduced |
| Pinnacle Holdings, LLC | 11,507 | $3.24M | 1.00% | −411−3.4% | Reduced |
| Berkshire Asset Management LLC | 11,535 | $3.24M | 0.13% | −345−2.9% | Reduced |
| Aries Wealth Management | 11,537 | $3.24M | 0.64% | +100+0.9% | Added |
| Aaron Wealth Advisors | 11,566 | $3.25M | 0.17% | −13−0.1% | Reduced |
| Empower Advisory Group, LLC | 11,569 | $3.25M | 0.01% | +398+3.6% | Added |
| Round Rock Advisors, LLC | 11,577 | $3.26M | 0.42% | +370+3.3% | Added |
| Global Assets Advisory, LLC | 11,291 | $3.26M | 0.71% | +1,720+18.0% | Added |
| AXS Investments LLC | 11,594 | $3.26M | 0.92% | +262+2.3% | Added |
| Parkside Financial Bank & Trust | 11,604 | $3.26M | 0.22% | +137+1.2% | Added |
| Brian Low Financial Group, LLC | 11,643 | $3.27M | 1.91% | +1,883+19.3% | Added |
| Novem Group | 11,644 | $3.27M | 0.33% | +4,117+54.7% | Added |
| Peninsula Asset Management Inc | 11,645 | $3.27M | 1.57% | −50.0% | Reduced |
| Park National Corp | 11,651 | $3.28M | 0.09% | −205−1.7% | Reduced |
| Y.D. More Investments Ltd | 11,657 | $3.28M | 0.10% | +11,157+2,231.4% | Added |
| CJM Wealth Advisers, Ltd. | 11,683 | $3.29M | 0.86% | +48+0.4% | Added |
| Yoffe Investment Management, LLC | 11,731 | $3.30M | 3.78% | 00.0% | Unchanged |
| Webster Bank, N. A. | 11,757 | $3.31M | 0.29% | −141−1.2% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 11,819 | $3.32M | 0.84% | −690−5.5% | Reduced |
| Lebenthal Global Advisors, LLC | 11,864 | $3.34M | 0.45% | +1,043+9.6% | Added |
| ORG Wealth Partners, LLC | 11,844 | $3.34M | 0.50% | +19+0.2% | Added |
| Keyvantage Wealth, LLC | 11,912 | $3.35M | 1.27% | −541−4.3% | Reduced |
| Main Street Financial Solutions, LLC | 11,967 | $3.37M | 0.22% | +50+0.4% | Added |
| Worldquant Millennium Advisors LLC | 11,994 | $3.37M | 0.01% | +11,994 | New |
| Venture Visionary Partners LLC | 11,998 | $3.37M | 0.09% | +416+3.6% | Added |
| Cypress Capital, LLC | 12,055 | $3.39M | 0.92% | −363−2.9% | Reduced |
| SlateStone Wealth, LLC | 12,071 | $3.40M | 0.26% | +119+1.0% | Added |
| McDonald Partners LLC | 12,077 | $3.40M | 0.82% | −15,747−56.6% | Reduced |
| Spire Wealth Management | 12,099 | $3.40M | 0.10% | −317−2.6% | Reduced |
| Empire Financial Management Company, LLC | 12,112 | $3.41M | 1.35% | −13,858−53.4% | Reduced |
| Clear Trail Advisors, LLC | 12,127 | $3.41M | 0.52% | −1,074−8.1% | Reduced |
| Beech Hill Advisors, Inc. | 12,186 | $3.43M | 1.52% | +570+4.9% | Added |
| Dudley Capital Management, LLC | 12,206 | $3.43M | 1.37% | +986+8.8% | Added |
| ROI Financial Advisors, LLC | 12,209 | $3.43M | 1.78% | −16−0.1% | Reduced |
| Modus Advisors, LLC | 12,220 | $3.44M | 0.85% | +1,568+14.7% | Added |
| TCG Advisory Services, LLC | 12,294 | $3.46M | 0.06% | +2,293+22.9% | Added |
| Plimoth Trust Co LLC | 12,299 | $3.46M | 0.69% | −326−2.6% | Reduced |
| Integrated Investment Consultants, LLC | 12,313 | $3.46M | 0.68% | +17+0.1% | Added |
| New England Research & Management, Inc. | 12,368 | $3.48M | 1.35% | +2,353+23.5% | Added |
| Panagora Asset Management Inc | 12,418 | $3.49M | 0.01% | +2,004+19.2% | Added |
| Allegheny Financial Group LTD | 12,550 | $3.53M | 0.37% | +616+5.2% | Added |
| Great Lakes Retirement, Inc. | 12,561 | $3.53M | 0.31% | +113+0.9% | Added |
| Evergreen Capital Management LLC | 12,569 | $3.53M | 0.06% | −6,434−33.9% | Reduced |
| Chilton Capital Management LLC | 12,579 | $3.54M | 0.11% | +233+1.9% | Added |
| Wedmont Private Capital | 12,349 | $3.55M | 0.10% | −898−6.8% | Reduced |
| Lee Danner & Bass Inc | 12,649 | $3.56M | 0.21% | −92−0.7% | Reduced |