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 |
|---|---|---|---|---|---|
| RKL Wealth Management LLC | 13,883 | $3.90M | 0.31% | +175+1.3% | Added |
| Coastal Bridge Advisors, LLC | 13,802 | $3.88M | 0.24% | +129+0.9% | Added |
| Belpointe Asset Management LLC | 13,799 | $3.88M | 0.13% | +3,292+31.3% | Added |
| Formidable Asset Management, LLC | 15,975 | $3.87M | 0.62% | +1,020+6.8% | Added |
| Stonebridge Capital Advisors LLC | 13,739 | $3.86M | 0.25% | −461−3.2% | Reduced |
| Carroll Advisory Group, LLC | 13,656 | $3.84M | 1.26% | −44−0.3% | Reduced |
| Asio Capital, LLC | 13,639 | $3.84M | 0.49% | +1,058+8.4% | Added |
| Cacti Asset Management LLC | 13,600 | $3.82M | 0.19% | 00.0% | Unchanged |
| Excalibur Management Corp | 13,592 | $3.82M | 1.26% | −50−0.4% | Reduced |
| Cornerstone Planning, LLC | 13,573 | $3.82M | 0.88% | +284+2.1% | Added |
| Intrust Bank NA | 13,558 | $3.81M | 0.28% | +114+0.8% | Added |
| WCG Wealth Advisors LLC | 13,507 | $3.80M | 0.09% | +822+6.5% | Added |
| Legato Capital Management LLC | 13,500 | $3.80M | 0.31% | −1,600−10.6% | Reduced |
| Royal Palms Capital LLC | 13,459 | $3.78M | 3.33% | −12−0.1% | Reduced |
| Sage Investment Advisers LLC | 13,419 | $3.77M | 2.54% | −114−0.8% | Reduced |
| Cinctive Capital Management LP | 13,360 | $3.76M | 0.15% | +13,360 | New |
| Csenge Advisory Group | 13,355 | $3.76M | 0.15% | −7,243−35.2% | Reduced |
| Lynch Asset Management, Inc. | 13,350 | $3.75M | 1.03% | +500+3.9% | Added |
| Sage Capital Management, LLC | 13,322 | $3.75M | 1.46% | −323−2.4% | Reduced |
| Core Alternative Capital | 13,332 | $3.75M | 1.12% | −326−2.4% | Reduced |
| Klingenstein Fields & Co LP | 13,315 | $3.74M | 0.13% | +12+0.1% | Added |
| Madden Securities Corp | 13,265 | $3.73M | 1.04% | −1,040−7.3% | Reduced |
| Eagle Rock Investment Company, LLC | 13,251 | $3.73M | 0.46% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 13,234 | $3.72M | 0.18% | −567−4.1% | Reduced |
| Pacitti Group Inc. | 13,231 | $3.72M | 1.18% | +783+6.3% | Added |
| Ofi Invest Asset Management | 13,758 | $3.72M | 0.04% | −169,583−92.5% | Reduced |
| Flagship Harbor Advisors, LLC | 13,214 | $3.72M | 0.14% | +1,221+10.2% | Added |
| Forza Wealth Management, LLC | 13,211 | $3.72M | 1.14% | −160−1.2% | Reduced |
| Vertrix Wealth Management, LLC | 13,194 | $3.71M | 1.25% | −2,173−14.1% | Reduced |
| Meridian Wealth Advisors, LLC | 13,156 | $3.70M | 0.42% | −181−1.4% | Reduced |
| Vestor Capital, LLC | 13,664 | $3.70M | 0.31% | +12,104+775.9% | Added |
| Brown Miller Wealth Management, LLC | 13,126 | $3.69M | 0.93% | +541+4.3% | Added |
| Howard Hughes Medical Institute | 13,023 | $3.66M | 0.82% | 00.0% | Unchanged |
| Lantz Financial LLC | 12,990 | $3.65M | 0.67% | −84−0.6% | Reduced |
| Stonebridge Capital Management Inc | 12,900 | $3.63M | 1.75% | −2,840−18.0% | Reduced |
| Ostrum Asset Management | 12,871 | $3.62M | 0.17% | −184−1.4% | Reduced |
| Plan Group Financial, LLC | 12,853 | $3.61M | 0.75% | +2,074+19.2% | Added |
| Banco Santander, S.A. | 12,809 | $3.60M | 0.02% | −101,302−88.8% | Reduced |
| McRae Capital Management Inc | 12,801 | $3.60M | 0.71% | +10.0% | Added |
| NBC Securities, Inc. | 12,721 | $3.58M | 0.24% | −845−6.2% | Reduced |
| Private Trust Co NA | 12,687 | $3.57M | 0.29% | −2,423−16.0% | Reduced |
| BCS Private Wealth Management, Inc. | 12,676 | $3.56M | 1.07% | −2,720−17.7% | Reduced |
| Lee Danner & Bass Inc | 12,649 | $3.56M | 0.21% | −92−0.7% | Reduced |
| Wedmont Private Capital | 12,349 | $3.55M | 0.10% | −898−6.8% | Reduced |
| Chilton Capital Management LLC | 12,579 | $3.54M | 0.11% | +233+1.9% | Added |
| Evergreen Capital Management LLC | 12,569 | $3.53M | 0.06% | −6,434−33.9% | Reduced |
| Great Lakes Retirement, Inc. | 12,561 | $3.53M | 0.31% | +113+0.9% | Added |
| Allegheny Financial Group LTD | 12,550 | $3.53M | 0.37% | +616+5.2% | Added |
| Panagora Asset Management Inc | 12,418 | $3.49M | 0.01% | +2,004+19.2% | Added |
| New England Research & Management, Inc. | 12,368 | $3.48M | 1.35% | +2,353+23.5% | Added |
| Integrated Investment Consultants, LLC | 12,313 | $3.46M | 0.68% | +17+0.1% | Added |
| Plimoth Trust Co LLC | 12,299 | $3.46M | 0.69% | −326−2.6% | Reduced |
| TCG Advisory Services, LLC | 12,294 | $3.46M | 0.06% | +2,293+22.9% | Added |
| Modus Advisors, LLC | 12,220 | $3.44M | 0.85% | +1,568+14.7% | Added |
| ROI Financial Advisors, LLC | 12,209 | $3.43M | 1.78% | −16−0.1% | Reduced |
| Dudley Capital Management, LLC | 12,206 | $3.43M | 1.37% | +986+8.8% | Added |
| Beech Hill Advisors, Inc. | 12,186 | $3.43M | 1.52% | +570+4.9% | Added |
| Clear Trail Advisors, LLC | 12,127 | $3.41M | 0.52% | −1,074−8.1% | Reduced |
| Empire Financial Management Company, LLC | 12,112 | $3.41M | 1.35% | −13,858−53.4% | Reduced |
| Spire Wealth Management | 12,099 | $3.40M | 0.10% | −317−2.6% | Reduced |
| McDonald Partners LLC | 12,077 | $3.40M | 0.82% | −15,747−56.6% | Reduced |
| SlateStone Wealth, LLC | 12,071 | $3.40M | 0.26% | +119+1.0% | Added |
| Cypress Capital, LLC | 12,055 | $3.39M | 0.92% | −363−2.9% | Reduced |
| Venture Visionary Partners LLC | 11,998 | $3.37M | 0.09% | +416+3.6% | Added |
| Worldquant Millennium Advisors LLC | 11,994 | $3.37M | 0.01% | +11,994 | New |
| Main Street Financial Solutions, LLC | 11,967 | $3.37M | 0.22% | +50+0.4% | Added |
| Keyvantage Wealth, LLC | 11,912 | $3.35M | 1.27% | −541−4.3% | Reduced |
| ORG Wealth Partners, LLC | 11,844 | $3.34M | 0.50% | +19+0.2% | Added |
| Lebenthal Global Advisors, LLC | 11,864 | $3.34M | 0.45% | +1,043+9.6% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 11,819 | $3.32M | 0.84% | −690−5.5% | Reduced |
| Webster Bank, N. A. | 11,757 | $3.31M | 0.29% | −141−1.2% | Reduced |
| Yoffe Investment Management, LLC | 11,731 | $3.30M | 3.78% | 00.0% | Unchanged |
| CJM Wealth Advisers, Ltd. | 11,683 | $3.29M | 0.86% | +48+0.4% | Added |
| Y.D. More Investments Ltd | 11,657 | $3.28M | 0.10% | +11,157+2,231.4% | Added |
| Park National Corp | 11,651 | $3.28M | 0.09% | −205−1.7% | Reduced |
| Peninsula Asset Management Inc | 11,645 | $3.27M | 1.57% | −50.0% | Reduced |
| Novem Group | 11,644 | $3.27M | 0.33% | +4,117+54.7% | Added |
| Brian Low Financial Group, LLC | 11,643 | $3.27M | 1.91% | +1,883+19.3% | Added |
| Parkside Financial Bank & Trust | 11,604 | $3.26M | 0.22% | +137+1.2% | Added |
| AXS Investments LLC | 11,594 | $3.26M | 0.92% | +262+2.3% | Added |
| Global Assets Advisory, LLC | 11,291 | $3.26M | 0.71% | +1,720+18.0% | Added |
| Round Rock Advisors, LLC | 11,577 | $3.26M | 0.42% | +370+3.3% | Added |
| Empower Advisory Group, LLC | 11,569 | $3.25M | 0.01% | +398+3.6% | Added |
| Aaron Wealth Advisors | 11,566 | $3.25M | 0.17% | −13−0.1% | Reduced |
| Aries Wealth Management | 11,537 | $3.24M | 0.64% | +100+0.9% | Added |
| Berkshire Asset Management LLC | 11,535 | $3.24M | 0.13% | −345−2.9% | Reduced |
| Pinnacle Holdings, LLC | 11,507 | $3.24M | 1.00% | −411−3.4% | Reduced |
| Exchange Bank | 11,483 | $3.23M | 2.01% | −118−1.0% | Reduced |
| Western Wealth Management, LLC | 11,470 | $3.23M | 0.11% | +257+2.3% | Added |
| Core Wealth Advisors, Inc. | 11,394 | $3.20M | 0.64% | +4,500+65.3% | Added |
| LVM Capital Management Ltd | 11,395 | $3.20M | 0.27% | −100−0.9% | Reduced |
| Total Clarity Wealth Management, Inc. | 11,369 | $3.20M | 0.62% | +9,426+485.1% | Added |
| Udine Wealth Management, Inc. | 11,303 | $3.18M | 1.32% | +11,303 | New |
| Milestone Asset Management, LLC | 11,240 | $3.16M | 0.50% | +3,029+36.9% | Added |
| Brooks, Moore & Associates, Inc. | 11,227 | $3.16M | 1.42% | 00.0% | Unchanged |
| Pines Wealth Management, LLC | 11,218 | $3.15M | 0.91% | +306+2.8% | Added |
| JFS Wealth Advisors, LLC | 11,185 | $3.15M | 0.16% | −117−1.0% | Reduced |
| Baer Investment Advisory LLC | 10,956 | $3.14M | 3.80% | −1,325−10.8% | Reduced |
| American National Bank | 11,127 | $3.13M | 0.27% | +11+0.1% | Added |
| Ironwood Financial, llc | 10,776 | $3.13M | 0.49% | +199+1.9% | Added |