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: 35 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 |
|---|---|---|---|---|---|
| BCS Private Wealth Management, Inc. | 12,676 | $3.56M | 1.07% | −2,720−17.7% | Reduced |
| Private Trust Co NA | 12,687 | $3.57M | 0.29% | −2,423−16.0% | Reduced |
| NBC Securities, Inc. | 12,721 | $3.58M | 0.24% | −845−6.2% | Reduced |
| McRae Capital Management Inc | 12,801 | $3.60M | 0.71% | +10.0% | Added |
| Banco Santander, S.A. | 12,809 | $3.60M | 0.02% | −101,302−88.8% | Reduced |
| Plan Group Financial, LLC | 12,853 | $3.61M | 0.75% | +2,074+19.2% | Added |
| Ostrum Asset Management | 12,871 | $3.62M | 0.17% | −184−1.4% | Reduced |
| Stonebridge Capital Management Inc | 12,900 | $3.63M | 1.75% | −2,840−18.0% | Reduced |
| Lantz Financial LLC | 12,990 | $3.65M | 0.67% | −84−0.6% | Reduced |
| Howard Hughes Medical Institute | 13,023 | $3.66M | 0.82% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 13,126 | $3.69M | 0.93% | +541+4.3% | Added |
| Vestor Capital, LLC | 13,664 | $3.70M | 0.31% | +12,104+775.9% | Added |
| Meridian Wealth Advisors, LLC | 13,156 | $3.70M | 0.42% | −181−1.4% | Reduced |
| Vertrix Wealth Management, LLC | 13,194 | $3.71M | 1.25% | −2,173−14.1% | Reduced |
| Forza Wealth Management, LLC | 13,211 | $3.72M | 1.14% | −160−1.2% | Reduced |
| Flagship Harbor Advisors, LLC | 13,214 | $3.72M | 0.14% | +1,221+10.2% | Added |
| Ofi Invest Asset Management | 13,758 | $3.72M | 0.04% | −169,583−92.5% | Reduced |
| Pacitti Group Inc. | 13,231 | $3.72M | 1.18% | +783+6.3% | Added |
| Cyndeo Wealth Partners, LLC | 13,234 | $3.72M | 0.18% | −567−4.1% | Reduced |
| Eagle Rock Investment Company, LLC | 13,251 | $3.73M | 0.46% | 00.0% | Unchanged |
| Madden Securities Corp | 13,265 | $3.73M | 1.04% | −1,040−7.3% | Reduced |
| Klingenstein Fields & Co LP | 13,315 | $3.74M | 0.13% | +12+0.1% | Added |
| Core Alternative Capital | 13,332 | $3.75M | 1.12% | −326−2.4% | Reduced |
| Sage Capital Management, LLC | 13,322 | $3.75M | 1.46% | −323−2.4% | Reduced |
| Lynch Asset Management, Inc. | 13,350 | $3.75M | 1.03% | +500+3.9% | Added |
| Csenge Advisory Group | 13,355 | $3.76M | 0.15% | −7,243−35.2% | Reduced |
| Cinctive Capital Management LP | 13,360 | $3.76M | 0.15% | +13,360 | New |
| Sage Investment Advisers LLC | 13,419 | $3.77M | 2.54% | −114−0.8% | Reduced |
| Royal Palms Capital LLC | 13,459 | $3.78M | 3.33% | −12−0.1% | Reduced |
| Legato Capital Management LLC | 13,500 | $3.80M | 0.31% | −1,600−10.6% | Reduced |
| WCG Wealth Advisors LLC | 13,507 | $3.80M | 0.09% | +822+6.5% | Added |
| Intrust Bank NA | 13,558 | $3.81M | 0.28% | +114+0.8% | Added |
| Cornerstone Planning, LLC | 13,573 | $3.82M | 0.88% | +284+2.1% | Added |
| Excalibur Management Corp | 13,592 | $3.82M | 1.26% | −50−0.4% | Reduced |
| Cacti Asset Management LLC | 13,600 | $3.82M | 0.19% | 00.0% | Unchanged |
| Asio Capital, LLC | 13,639 | $3.84M | 0.49% | +1,058+8.4% | Added |
| Carroll Advisory Group, LLC | 13,656 | $3.84M | 1.26% | −44−0.3% | Reduced |
| Stonebridge Capital Advisors LLC | 13,739 | $3.86M | 0.25% | −461−3.2% | Reduced |
| Formidable Asset Management, LLC | 15,975 | $3.87M | 0.62% | +1,020+6.8% | Added |
| Belpointe Asset Management LLC | 13,799 | $3.88M | 0.13% | +3,292+31.3% | Added |
| Coastal Bridge Advisors, LLC | 13,802 | $3.88M | 0.24% | +129+0.9% | Added |
| RKL Wealth Management LLC | 13,883 | $3.90M | 0.31% | +175+1.3% | Added |
| Bangor Savings Bank | 13,908 | $3.91M | 0.29% | −95−0.7% | Reduced |
| Bank Ozk | 13,914 | $3.91M | 1.16% | +1,033+8.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 13,946 | $3.92M | 0.04% | +400+3.0% | Added |
| 44 Wealth Management LLC | 14,067 | $3.96M | 1.31% | +666+5.0% | Added |
| Lionhunter Capital Management, LLC | 14,067 | $3.96M | 1.78% | +14,067 | New |
| Strong Tower Advisory Services | 14,076 | $3.96M | 0.71% | +14,076 | New |
| First Nebraska Trust Co | 14,088 | $3.96M | 0.32% | −30−0.2% | Reduced |
| F/M Investments LLC | 14,105 | $3.97M | 0.20% | +3,736+36.0% | Added |
| Geneos Wealth Management Inc. | 14,119 | $3.97M | 0.08% | −7,953−36.0% | Reduced |
| CFC Planning Co LLC | 14,120 | $3.97M | 2.35% | +1,305+10.2% | Added |
| Osmosis Investment Management UK Ltd | 14,157 | $3.98M | 0.18% | −34,295−70.8% | Reduced |
| Connecticut Wealth Management, LLC | 14,288 | $4.02M | 0.15% | −171−1.2% | Reduced |
| Oarsman Capital, Inc. | 14,288 | $4.02M | 0.43% | +212+1.5% | Added |
| Investment House LLC | 14,305 | $4.02M | 0.18% | −250−1.7% | Reduced |
| Sentry LLC | 14,340 | $4.03M | 1.13% | +82+0.6% | Added |
| CX Institutional | 14,354 | $4.04M | 0.12% | −695−4.6% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 14,462 | $4.07M | 0.50% | +1,331+10.1% | Added |
| Te Ahumairangi Investment Management Ltd | 14,470 | $4.07M | 0.66% | −4,216−22.6% | Reduced |
| White Pine Capital LLC | 14,492 | $4.08M | 0.96% | −266−1.8% | Reduced |
| VestGen Advisors, LLC | 14,520 | $4.08M | 0.12% | −180−1.2% | Reduced |
| JPL Wealth Management, LLC | 14,534 | $4.09M | 0.81% | −316−2.1% | Reduced |
| Wellington Shields Capital Management, LLC | 14,566 | $4.10M | 0.52% | −3,725−20.4% | Reduced |
| Nations Financial Group Inc, | 14,566 | $4.10M | 0.20% | −8,589−37.1% | Reduced |
| Zhang Financial LLC | 14,588 | $4.10M | 0.12% | −8,751−37.5% | Reduced |
| Ausdal Financial Partners, Inc. | 14,604 | $4.11M | 0.16% | +864+6.3% | Added |
| Lowe Brockenbrough & Co Inc | 14,609 | $4.11M | 0.18% | 00.0% | Unchanged |
| St. Louis Financial Planners Asset Management, LLC | 14,234 | $4.12M | 2.20% | +3,659+34.6% | Added |
| Philip James Wealth Mangement, LLC | 14,687 | $4.13M | 0.46% | −460−3.0% | Reduced |
| ZWJ Investment Counsel Inc | 14,689 | $4.13M | 0.13% | +1,048+7.7% | Added |
| Smartleaf Asset Management LLC | 14,859 | $4.13M | 0.13% | 00.0% | Unchanged |
| Lakeridge Wealth Management LLC | 14,700 | $4.13M | 1.52% | +8+0.1% | Added |
| Cassaday & Co Wealth Management LLC | 14,720 | $4.14M | 0.08% | +31+0.2% | Added |
| GAM Holding AG | 14,743 | $4.15M | 0.32% | −13,485−47.8% | Reduced |
| International Assets Investment Management, LLC | 14,494 | $4.15M | 0.25% | −453−3.0% | Reduced |
| Proficio Capital Partners LLC | 14,758 | $4.15M | 0.15% | +14,758 | New |
| Birinyi Associates Inc | 14,839 | $4.17M | 0.99% | −9,220−38.3% | Reduced |
| Widmann Financial Services, Inc. | 14,849 | $4.18M | 2.24% | −208−1.4% | Reduced |
| Wealth Effects LLC | 14,855 | $4.18M | 1.13% | +2,145+16.9% | Added |
| Perkins Coie Trust Co | 14,892 | $4.19M | 0.69% | −1,487−9.1% | Reduced |
| Paragon Capital Management LLC | 14,930 | $4.20M | 1.94% | −99−0.7% | Reduced |
| Occidental Asset Management, LLC | 15,017 | $4.22M | 0.42% | +1,131+8.1% | Added |
| Spinnaker Trust | 15,047 | $4.23M | 0.21% | +8+0.1% | Added |
| Rehmann Capital Advisory Group | 15,057 | $4.24M | 0.19% | +794+5.6% | Added |
| North Star Investment Management Corp. | 15,063 | $4.24M | 0.23% | +303+2.1% | Added |
| Phoenix Holdings Ltd. | 15,082 | $4.24M | 0.03% | +7,791+106.9% | Added |
| Bailard, Inc. | 15,175 | $4.27M | 0.09% | +979+6.9% | Added |
| Ingalls & Snyder LLC | 15,178 | $4.27M | 0.12% | −82−0.5% | Reduced |
| Mfg Wealth Management, Inc. | 15,182 | $4.27M | 3.05% | +6,779+80.7% | Added |
| McMillan Office, Inc. | 15,196 | $4.27M | 0.49% | 00.0% | Unchanged |
| Keel Point, LLC | 15,208 | $4.28M | 0.25% | +335+2.3% | Added |
| Insight Inv LLC | 15,213 | $4.28M | 2.02% | +55+0.4% | Added |
| Exeter Financial, LLC | 15,214 | $4.28M | 1.64% | −409−2.6% | Reduced |
| KMG Fiduciary Partners, LLC | 15,228 | $4.28M | 0.40% | −16,980−52.7% | Reduced |
| Great Valley Advisor Group, Inc. | 15,425 | $4.34M | 0.07% | −676−4.2% | Reduced |
| 180 Wealth Advisors, LLC | 15,459 | $4.35M | 0.44% | +338+2.2% | Added |
| Kovack Advisors, Inc. | 15,217 | $4.35M | 0.21% | +1,265+9.1% | Added |
| Silverberg Bernstein Capital Management LLC | 15,534 | $4.37M | 1.67% | +67+0.4% | Added |
| Terra Nova Asset Management LLC | 15,535 | $4.37M | 2.67% | +15,535 | New |