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
- Institutional holders
- 3,644
- +202 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
- 339
- 1,638 more added
- Sold out
- 137
- 1,245 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 | 3,496 | $143.7B |
| Q4 2025 | 3,707 | $177.2B |
| Q3 2025 | 3,424 | $163.1B |
| Q2 2025 | 3,411 | $172.7B |
| Q1 2025 | 3,268 | $145.7B |
| Q4 2024 | 3,147 | $126.2B |
| Q3 2024 | 2,941 | $124.7B |
| Q2 2024 | 2,764 | $95.1B |
| Q1 2024 | 2,809 | $104.2B |
| Q4 2023 | 2,686 | $88.4B |
| Q3 2023 | 2,468 | $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 |
|---|---|---|---|---|---|
| Finer Wealth Management, Inc. | 1,004 | $282.4K | 0.13% | 00.0% | Unchanged |
| Prepared Retirement Institute LLC | 1,005 | $282.5K | 0.12% | +95+10.4% | Added |
| Centurion Wealth Management LLC | 1,006 | $282.9K | 0.07% | −126−11.1% | Reduced |
| SWMG, LLC | 1,303 | $282.9K | 0.07% | +7+0.5% | Added |
| MinichMacGregor Wealth Management, LLC | 1,006 | $283.2K | 0.04% | +31+3.2% | Added |
| Weinberger Asset Management, Inc | 1,268 | $283.5K | 0.09% | −23−1.8% | Reduced |
| Maridea Wealth Management LLC | 1,008 | $283.6K | 0.03% | +1,008 | New |
| Redwood Financial Network Corp | 1,010 | $284.0K | 0.16% | +1,010 | New |
| Orographic Financial Advisors, LLC | 1,204 | $284.0K | 0.19% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 1,010 | $284.1K | 0.06% | +5+0.5% | Added |
| Quantum Financial Partners LLC | 1,012 | $284.6K | 0.15% | +1,012 | New |
| Cim, LLC | 1,012 | $284.7K | 0.04% | 00.0% | Unchanged |
| Matisse Capital | 1,013 | $284.9K | 0.11% | 00.0% | Unchanged |
| Intellus Advisors LLC | 1,013 | $284.9K | 0.03% | +183+22.0% | Added |
| Pacific Capital Wealth Advisors, Inc | 1,014 | $285.1K | 0.04% | 00.0% | Unchanged |
| Howard Wealth Management, LLC | 1,014 | $285.2K | 0.11% | +1,014 | New |
| Affinity Wealth Management LLC | 1,016 | $285.7K | 0.04% | +1,016 | New |
| Truepoint, Inc. | 1,017 | $286.1K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 1,200 | $286.1K | 0.08% | 00.0% | Unchanged |
| Colton Groome Financial Advisors, LLC | 1,023 | $287.7K | 0.07% | +23+2.3% | Added |
| Holland Advisory Services, Inc. | 1,025 | $288.1K | 0.32% | −151−12.8% | Reduced |
| Lountzis Asset Management, LLC | 1,025 | $288.2K | 0.09% | −475−31.7% | Reduced |
| Beaird Harris Wealth Management, LLC | 1,028 | $289.1K | 0.02% | 00.0% | Unchanged |
| McHugh Group, LLC | 1,029 | $289.4K | 0.15% | 00.0% | Unchanged |
| Austin Asset Management Co Inc | 1,030 | $289.6K | 0.04% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 1,196 | $289.9K | 0.02% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 1,032 | $290.2K | 0.15% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1,032 | $290.3K | 0.06% | +31+3.1% | Added |
| Marathon Strategic Advisors, LLC | 1,033 | $290.5K | 0.16% | 00.0% | Unchanged |
| TradeWell Securities, LLC. | 1,034 | $290.8K | 0.10% | +16+1.6% | Added |
| Blue Rock Wealth Management LLC | 1,051 | $290.9K | 0.16% | −48−4.4% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 1,036 | $291.0K | 0.03% | 00.0% | Unchanged |
| Doliver Advisors, LP | 1,035 | $291.1K | 0.07% | −110−9.6% | Reduced |
| ShankerValleau Wealth Advisors, Inc. | 1,035 | $291.1K | 0.08% | 00.0% | Unchanged |
| WT Wealth Management | 1,035 | $291.1K | 0.08% | +111+12.0% | Added |
| Acorn Creek Capital LLC | 1,042 | $293.0K | 0.10% | −24−2.3% | Reduced |
| Robinson Smith Wealth Advisors LLC | 1,044 | $293.6K | 0.18% | −447−30.0% | Reduced |
| Mittelman Wealth Management | 785 | $294.7K | 0.20% | −431−35.4% | Reduced |
| HighRoad Wealth Advisors, LLC | 1,050 | $295.3K | 0.25% | 00.0% | Unchanged |
| Close Asset Management Ltd | 1,053 | $296.0K | 0.01% | −150−12.5% | Reduced |
| Gordian Advisors LLC | 1,061 | $298.2K | 0.18% | +3+0.3% | Added |
| Peachtree Investment Partners, LLC | 1,061 | $298.4K | 0.10% | −359−25.3% | Reduced |
| Aufman Associates Inc | 1,062 | $298.6K | 0.12% | +1,062 | New |
| Summit Wealth Group, LLC | 1,064 | $299.2K | 0.06% | 00.0% | Unchanged |
| Lane Brothers & Co Inc | 1,067 | $300.1K | 0.20% | +3+0.3% | Added |
| Master's Wealth Management Inc. | 1,069 | $300.6K | 0.09% | −1−0.1% | Reduced |
| LifeWealth Investments, LLC | 1,069 | $300.6K | 0.08% | +42+4.1% | Added |
| Union Heritage Capital, LLC | 1,070 | $300.9K | 0.10% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 1,071 | $301.2K | 0.02% | +10+0.9% | Added |
| Twin Peaks Wealth Advisors, LLC | 1,073 | $301.9K | 0.07% | +47+4.6% | Added |
| Wealthcare Capital Management LLC | 1,074 | $302.0K | 0.03% | +4+0.4% | Added |
| Legacy Wealth Advisors, LLC | 1,075 | $302.3K | 0.13% | +13+1.2% | Added |
| Prostatis Group LLC | 1,076 | $302.5K | 0.07% | −1,451−57.4% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 1,077 | $302.9K | 0.09% | +71+7.1% | Added |
| Milestones Private Investment Advisors LLC | 1,079 | $303.4K | 0.24% | 00.0% | Unchanged |
| Payne Capital Management, LLC | 1,080 | $303.7K | 0.08% | +1,080 | New |
| Samalin Investment Counsel, LLC | 1,082 | $304.2K | 0.10% | −362−25.1% | Reduced |
| WealthCollab, LLC | 1,083 | $304.6K | 0.11% | +783+261.0% | Added |
| Eurizon SLJ Capital Ltd | 1,084 | $304.8K | 0.11% | 00.0% | Unchanged |
| Strategies Wealth Advisors, LLC | 1,084 | $304.9K | 0.03% | +1+0.1% | Added |
| V2 Financial group LLC | 1,086 | $305.4K | 0.11% | 00.0% | Unchanged |
| Traveka Wealth, LLC | 1,087 | $305.8K | 0.10% | +36+3.4% | Added |
| Terry L. Blaker | 1,089 | $306.2K | 0.01% | +13+1.2% | Added |
| Greenup Street Wealth Management LLC | 1,089 | $306.4K | 0.04% | +105+10.7% | Added |
| Pettinga Financial Advisors, LLC | 1,090 | $306.6K | 0.05% | +38+3.6% | Added |
| Ade, LLC | 1,092 | $307.1K | 0.13% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 1,094 | $307.8K | 0.12% | +1,094 | New |
| Northstar Group, Inc. | 1,094 | $307.8K | 0.04% | 00.0% | Unchanged |
| Gambit Capital Management, LLC | 1,096 | $308.2K | 0.18% | +56+5.4% | Added |
| Renaissance Group LLC | 1,098 | $308.8K | 0.01% | −50−4.4% | Reduced |
| Blackston Financial Advisory Group, LLC | 1,100 | $309.2K | 0.17% | +26+2.4% | Added |
| Encompass More Asset Management | 1,099 | $309.2K | 0.05% | −30−2.7% | Reduced |
| Zinnia Wealth Advisory, LLC | 1,100 | $309.3K | 0.32% | +58+5.6% | Added |
| Clayton Financial Group LLC | 1,100 | $309.3K | 0.17% | −249−18.5% | Reduced |
| Blue Fin Capital, Inc. | 1,101 | $309.6K | 0.04% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 1,102 | $309.9K | 0.07% | −9−0.8% | Reduced |
| Legacy Edge Advisors, LLC | 1,103 | $310.2K | 0.03% | −28−2.5% | Reduced |
| GF Fund Management Co. Ltd. | 1,103 | $310.2K | 0.00% | 00.0% | Unchanged |
| Wall Street Financial Group, Inc. | 1,104 | $310.5K | 0.17% | +232+26.6% | Added |
| Henson-Edgewater Management, LLC | 1,318 | $311.0K | 0.16% | +445+51.0% | Added |
| Kapstone Financial Advisors LLC | 1,109 | $311.9K | 0.13% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 1,109 | $311.9K | 0.03% | +229+26.0% | Added |
| Avenue 1 Advisors, LLC | 1,111 | $312.4K | 0.08% | +185+20.0% | Added |
| Total Wealth Planning & Management, Inc. | 1,112 | $312.7K | 0.23% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 1,113 | $313.0K | 0.24% | +83+8.1% | Added |
| Clear Wave Wealth Management LLC | 1,114 | $313.3K | 0.07% | +4+0.4% | Added |
| JSF Financial, LLC | 1,116 | $313.7K | 0.05% | +1,116 | New |
| Westside Investment Management, Inc. | 1,117 | $314.1K | 0.04% | +200+21.8% | Added |
| Loudon Investment Management, LLC | 1,118 | $314.4K | 0.15% | −260−18.9% | Reduced |
| Cypress Financial Planning LLC | 1,122 | $315.4K | 0.08% | 00.0% | Unchanged |
| Piedmont Capital Management, LLC | 1,122 | $315.5K | 0.19% | +44+4.1% | Added |
| Ritter Daniher Financial Advisory LLC | 1,124 | $316.0K | 0.05% | −43−3.7% | Reduced |
| Connable Office Inc | 1,124 | $316.1K | 0.03% | 00.0% | Unchanged |
| Winthrop Partners - WNY, LLC | 1,125 | $316.4K | 0.16% | −25−2.2% | Reduced |
| Knightsbridge Asset Management, LLC | 1,129 | $317.5K | 0.04% | −319−22.0% | Reduced |
| RWM Asset Management, LLC | 1,420 | $317.6K | 0.04% | −497−25.9% | Reduced |
| Calton & Associates, Inc. | 1,130 | $317.9K | 0.05% | +113+11.1% | Added |
| Warburton Capital Management, LLC | 1,132 | $318.0K | 0.13% | −19−1.7% | Reduced |
| Sunpointe, LLC | 1,134 | $319.0K | 0.09% | −76−6.3% | Reduced |
| PCB Capital LLC | 1,138 | $320.0K | 0.39% | +29+2.6% | Added |