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 |
|---|---|---|---|---|---|
| Calamos Wealth Management LLC | 8,319 | $2.34M | 0.07% | +79+1.0% | Added |
| WESPAC Advisors SoCal, LLC | 8,306 | $2.34M | 0.42% | +63+0.8% | Added |
| Evolve Private Wealth, LLC | 8,299 | $2.33M | 0.14% | −22,977−73.5% | Reduced |
| Cornerstone Select Advisors, LLC | 8,293 | $2.33M | 0.98% | +1,068+14.8% | Added |
| Caldwell Sutter Capital, Inc. | 8,292 | $2.33M | 0.88% | +38+0.5% | Added |
| OmniStar Financial Group, Inc. | 8,288 | $2.33M | 1.07% | +731+9.7% | Added |
| Wendell David Associates Inc | 8,235 | $2.32M | 0.24% | −22−0.3% | Reduced |
| Red Spruce Capital, LLC | 8,224 | $2.31M | 0.81% | +137+1.7% | Added |
| Texas Yale Capital Corp. | 8,221 | $2.31M | 0.05% | +150+1.9% | Added |
| Adirondack Trust Co | 8,214 | $2.31M | 0.69% | −68−0.8% | Reduced |
| Mirabaud Asset Management Ltd | 8,298 | $2.31M | 1.92% | +2,471+42.4% | Added |
| Nichols & Pratt Advisers LLP | 8,203 | $2.31M | 0.14% | −85−1.0% | Reduced |
| Hudock, Inc. | 8,190 | $2.30M | 0.29% | −110−1.3% | Reduced |
| Carl P. Sherr & Co., LLC | 8,182 | $2.30M | 0.96% | +30.0% | Added |
| Rockland Trust Co | 8,150 | $2.29M | 0.09% | −547−6.3% | Reduced |
| Dover Advisors, LLC | 7,717 | $2.29M | 0.94% | −395−4.9% | Reduced |
| Westpac Banking Corp | 8,100 | $2.28M | 0.14% | +7,177+777.6% | Added |
| Stratos Wealth Advisors, LLC | 8,096 | $2.28M | 0.13% | −60−0.7% | Reduced |
| Soltis Investment Advisors LLC | 8,092 | $2.28M | 0.13% | +904+12.6% | Added |
| Roxbury Financial LLC | 8,087 | $2.27M | 1.80% | −117−1.4% | Reduced |
| Waterloo Capital, L.P. | 8,081 | $2.27M | 0.13% | +1,180+17.1% | Added |
| Onyx Bridge Wealth Group LLC | 8,079 | $2.27M | 0.20% | +31+0.4% | Added |
| Pingora Partners LLC | 8,070 | $2.27M | 1.33% | 00.0% | Unchanged |
| Burnham & Co LLC | 8,047 | $2.26M | 1.82% | +8,047 | New |
| Penobscot Investment Management Company, Inc. | 8,010 | $2.25M | 0.15% | −94−1.2% | Reduced |
| Evergreen Wealth Solutions, LLC | 9,495 | $2.25M | 0.12% | +626+7.1% | Added |
| Bridgewater Advisors Inc. | 9,932 | $2.25M | 0.12% | −356−3.5% | Reduced |
| Duncker Streett & Co Inc | 7,990 | $2.25M | 0.38% | −14−0.2% | Reduced |
| Access Financial Services, Inc. | 7,974 | $2.24M | 0.74% | +3,172+66.1% | Added |
| Clark Financial Services Group Inc | 7,953 | $2.24M | 1.06% | +110+1.4% | Added |
| Financial Advisory Service, Inc. | 7,945 | $2.23M | 0.12% | +347+4.6% | Added |
| Lester Murray Antman dba SimplyRich | 53,741 | $2.22M | 0.52% | +48,825+993.2% | Added |
| Affinity Investment Advisors, LLC | 7,892 | $2.22M | 1.13% | −92−1.2% | Reduced |
| Shulman DeMeo Asset Management LLC | 7,882 | $2.22M | 0.41% | +14+0.2% | Added |
| Destination Wealth Management | 7,869 | $2.21M | 0.05% | −146−1.8% | Reduced |
| TMB Capital Partners, LLC | 7,855 | $2.21M | 0.69% | +904+13.0% | Added |
| Indivisible Partners | 7,846 | $2.21M | 0.12% | +1,288+19.6% | Added |
| Little House Capital LLC | 7,839 | $2.20M | 0.50% | −2,067−20.9% | Reduced |
| Sterling Capital Management LLC | 7,776 | $2.19M | 0.04% | +5,973+331.3% | Added |
| Krilogy Financial LLC | 7,752 | $2.18M | 0.06% | +2,171+38.9% | Added |
| Moody National Bank Trust Division | 7,750 | $2.18M | 0.18% | +314+4.2% | Added |
| Sacks & Associates, LLC | 9,717 | $2.17M | 1.47% | +67+0.7% | Added |
| Wolff Wiese Magana LLC | 7,727 | $2.17M | 1.00% | +5,471+242.5% | Added |
| Wynn Capital, LLC | 7,721 | $2.17M | 0.97% | −9−0.1% | Reduced |
| Northern Financial Advisors Inc | 7,720 | $2.17M | 1.44% | +335+4.5% | Added |
| Warner Financial, Inc | 7,716 | $2.17M | 0.64% | +4+0.1% | Added |
| Capstone Triton Financial Group, LLC | 7,704 | $2.17M | 1.25% | +7,704 | New |
| Shepherd Kaplan Krochuk, LLC | 7,704 | $2.17M | 1.72% | +5,185+205.8% | Added |
| Baldwin Investment Management, LLC | 7,699 | $2.17M | 0.21% | +460+6.4% | Added |
| MBL Wealth, LLC | 7,662 | $2.15M | 0.15% | −902−10.5% | Reduced |
| Kesler, Norman & Wride, LLC | 7,610 | $2.14M | 0.34% | +21+0.3% | Added |
| Colonial Trust Co | 7,609 | $2.14M | 0.27% | +72+1.0% | Added |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 7,590 | $2.13M | 0.06% | +4,183+122.8% | Added |
| Strategic Advisors LLC | 7,587 | $2.13M | 0.47% | −2,405−24.1% | Reduced |
| Means Investment Co., Inc. | 7,584 | $2.13M | 0.16% | −613−7.5% | Reduced |
| Everhart Financial Group, Inc. | 7,582 | $2.13M | 0.14% | −732−8.8% | Reduced |
| Venturi Wealth Management, LLC | 7,582 | $2.13M | 0.08% | +646+9.3% | Added |
| PFG Advisors | 7,569 | $2.13M | 0.11% | −575−7.1% | Reduced |
| Steinberg Asset Management LLC | 7,569 | $2.13M | 1.32% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 7,546 | $2.12M | 1.20% | −1,813−19.4% | Reduced |
| Tradewinds, LLC. | 5,091 | $2.12M | 0.66% | −318−5.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,829 | $2.12M | 0.06% | +128+1.7% | Added |
| Investment Research Partners LLC | 7,527 | $2.12M | 0.72% | +1,078+16.7% | Added |
| Moss Adams Wealth Advisors LLC | 7,526 | $2.12M | 0.13% | +62+0.8% | Added |
| Slocum, Gordon & Co LLP | 7,516 | $2.11M | 1.40% | +6+0.1% | Added |
| United Advisor Group, LLC | 7,495 | $2.11M | 0.22% | +1,495+24.9% | Added |
| NCM Capital Management, LLC | 7,478 | $2.10M | 0.65% | +1,358+22.2% | Added |
| Cascade Investment Group, Inc. | 7,466 | $2.10M | 1.18% | +95+1.3% | Added |
| IFG Advisory, LLC | 7,438 | $2.09M | 0.07% | +7,438 | New |
| TCI Wealth Advisors, Inc. | 7,425 | $2.09M | 0.09% | −389−5.0% | Reduced |
| Altfest L J & Co Inc | 7,387 | $2.08M | 0.20% | −89−1.2% | Reduced |
| IKE Capital, LLC | 7,374 | $2.07M | 1.09% | −1,258−14.6% | Reduced |
| Sax Wealth Advisors, LLC | 8,550 | $2.07M | 0.08% | +1,702+24.9% | Added |
| CWS Financial Advisors, LLC | 7,362 | $2.07M | 0.46% | −32−0.4% | Reduced |
| Birchbrook, Inc. | 7,352 | $2.07M | 0.97% | −71−1.0% | Reduced |
| Personal Cfo Solutions, LLC | 7,327 | $2.06M | 0.30% | −47−0.6% | Reduced |
| Aspen Investment Management Inc | 7,323 | $2.06M | 0.55% | −23−0.3% | Reduced |
| Woodward Diversified Capital, LLC | 7,320 | $2.06M | 0.91% | −31−0.4% | Reduced |
| Meridian Management Co | 7,315 | $2.06M | 0.46% | 00.0% | Unchanged |
| Platform Technology Partners | 7,304 | $2.05M | 0.34% | +257+3.6% | 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 |
| Northeast Investment Management | 7,268 | $2.04M | 0.08% | +309+4.4% | Added |
| Mather Group, LLC. | 7,263 | $2.04M | 0.02% | +752+11.5% | Added |
| Concord Wealth Partners | 7,259 | $2.04M | 0.23% | −215−2.9% | Reduced |
| Norden Group LLC | 7,247 | $2.04M | 0.17% | −527−6.8% | Reduced |
| Facet Wealth, Inc. | 7,237 | $2.04M | 0.03% | −88−1.2% | Reduced |
| Stansberry Asset Management, LLC | 7,230 | $2.03M | 0.19% | +373+5.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 7,214 | $2.03M | 0.19% | −66−0.9% | Reduced |
| Encore Global Management, LP | 7,200 | $2.02M | 1.99% | +1,200+20.0% | Added |
| Capital Financial Group Inc | 7,169 | $2.02M | 1.06% | +709+11.0% | Added |
| TownSquare Capital, LLC | 7,159 | $2.01M | 0.37% | +119+1.7% | Added |
| Advyzon Investment Management, LLC | 7,148 | $2.01M | 0.15% | +250+3.6% | Added |
| Reuter James Wealth Management, LLC | 7,142 | $2.01M | 0.26% | +80+1.1% | Added |
| Federated Hermes, Inc. | 7,135 | $2.01M | 0.00% | −111,876−94.0% | Reduced |
| Waddell & Associates, LLC | 7,118 | $2.00M | 0.10% | +1,648+30.1% | Added |
| Park Circle Co | 7,100 | $2.00M | 1.76% | 00.0% | Unchanged |
| Midland Wealth Advisors LLC | 7,091 | $1.99M | 0.09% | +365+5.4% | Added |
| Jump Financial, LLC | 7,085 | $1.99M | 0.02% | +7,085 | New |
| Premier Path Wealth Partners, LLC | 7,072 | $1.99M | 0.23% | +319+4.7% | Added |