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 | 3,496 | $143.7B |
| Q4 2025 | 3,708 | $177.2B |
| Q3 2025 | 3,425 | $163.1B |
| Q2 2025 | 3,412 | $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 |
|---|---|---|---|---|---|
| McLean Asset Management Corp | 1,088 | $243.4K | 0.03% | +1,088 | New |
| OakTrust Wealth Advisors, LLC | 864 | $243.1K | 0.21% | −51−5.6% | Reduced |
| First National Advisers, LLC | 864 | $243.0K | 0.03% | +864 | New |
| Custos Family Office, LLC | 863 | $242.6K | 0.15% | +20+2.4% | Added |
| Compton Financial Group, LLC | 862 | $242.5K | 0.05% | +30+3.6% | Added |
| Horst & Graben Wealth Management LLC | 847 | $242.4K | 0.03% | +847 | New |
| Marble Wealth, LLC | 862 | $242.4K | 0.04% | −22−2.5% | Reduced |
| Astoria Portfolio Advisors LLC. | 862 | $242.3K | 0.04% | +862 | New |
| Financial Council Asset Management Inc | 861 | $242.1K | 0.08% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 860 | $241.8K | 0.21% | 00.0% | Unchanged |
| Costello Asset Management, INC | 859 | $241.6K | 0.07% | +107+14.2% | Added |
| Segment Wealth Management, LLC | 858 | $241.3K | 0.01% | −217−20.2% | Reduced |
| REAP Financial Group, LLC | 858 | $241.2K | 0.04% | +106+14.1% | Added |
| Investment Planning Advisors, Inc. | 857 | $241.1K | 0.06% | +13+1.5% | Added |
| Stephenson & Company, Inc. | 857 | $241.0K | 0.11% | 00.0% | Unchanged |
| Ofc Financial Planning, LLC | 857 | $241.0K | 0.21% | 00.0% | Unchanged |
| Brio Consultants, LLC | 856 | $240.6K | 0.03% | +856 | New |
| Penobscot Wealth Management | 855 | $240.6K | 0.06% | +5+0.6% | Added |
| Saiph Capital, LLC | 854 | $240.3K | 0.07% | +854 | New |
| Bellars Harris Wealth Management, LLC | 854 | $240.2K | 0.05% | +854 | New |
| McKinney Capital Management, LLC | 853 | $239.9K | 0.09% | 00.0% | Unchanged |
| LeClair Wealth Partners LLC | 852 | $239.7K | 0.12% | +852 | New |
| Pinkerton Retirement Specialists, LLC | 987 | $239.4K | 0.02% | +54+5.8% | Added |
| William Howard & Co Financial Advisors Inc | 850 | $239.0K | 0.19% | 00.0% | Unchanged |
| Bourne Lent Asset Management Inc | 850 | $239.0K | 0.08% | −200−19.0% | Reduced |
| New England Professional Planning Group Inc. | 850 | $239.0K | 0.09% | −21−2.4% | Reduced |
| Chickasaw Capital Management LLC | 850 | $239.0K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 848 | $238.6K | 0.14% | +39+4.8% | Added |
| Magnolia Private Wealth, LLC | 848 | $238.3K | 0.13% | +16+1.9% | Added |
| Capital Planning LLC | 844 | $237.3K | 0.07% | +844 | New |
| LongView Wealth Management | 843 | $237.0K | 0.06% | −32−3.7% | Reduced |
| Fortitude Family Office, LLC | 841 | $236.5K | 0.05% | −115−12.0% | Reduced |
| Sloy Dahl & Holst, LLC | 841 | $236.5K | 0.03% | 00.0% | Unchanged |
| Founders Grove Wealth Partners, LLC | 839 | $235.9K | 0.05% | +839 | New |
| Kieckhefer Group LLC | 838 | $235.7K | 0.10% | −228−21.4% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 836 | $235.2K | 0.06% | +4+0.5% | Added |
| Compass Wealth Management LLC | 835 | $234.8K | 0.04% | +835 | New |
| Fiduciary Planning LLC | 835 | $234.8K | 0.06% | −100−10.7% | Reduced |
| Somerset Trust Co | 835 | $234.8K | 0.07% | 00.0% | Unchanged |
| Towerpoint Wealth, LLC | 834 | $234.6K | 0.08% | −7−0.8% | Reduced |
| GoalFusion Wealth Management, LLC | 834 | $234.5K | 0.09% | 00.0% | Unchanged |
| Client 1st Advisory Group, LLC | 834 | $234.5K | 0.06% | +834 | New |
| Miller Financial Services LLC | 834 | $234.5K | 0.19% | +834 | New |
| First Financial Corp | 832 | $234.0K | 0.08% | −25−2.9% | Reduced |
| Advus Financial Partners, LLC | 831 | $233.8K | 0.07% | +831 | New |
| Foundation Wealth Management, LLC | 829 | $232.9K | 0.14% | −36−4.2% | Reduced |
| Droms Strauss Advisors Inc | 828 | $232.8K | 0.05% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 827 | $232.7K | 0.11% | 00.0% | Unchanged |
| Pinnacle Financial Group, LLC | 827 | $232.5K | 0.06% | +827 | New |
| Investor's Fiduciary Advisor Network, LLC | 827 | $232.0K | 0.08% | −900−52.1% | Reduced |
| Kensington Investment Counsel, LLC | 825 | $232.0K | 0.10% | +825 | New |
| Indie Asset Partners, LLC | 825 | $231.9K | 0.22% | −42−4.8% | Reduced |
| Veracity Capital LLC | 823 | $231.5K | 0.06% | −2,925−78.0% | Reduced |
| Larch Capital Partners LLC | 822 | $231.2K | 0.03% | +822 | New |
| City Center Advisors, LLC | 821 | $230.9K | 0.19% | +821 | New |
| Ibex Wealth Advisors | 818 | $230.1K | 0.02% | −26,190−97.0% | Reduced |
| ESG Planning | 818 | $230.0K | 0.08% | −56−6.4% | Reduced |
| WP Advisors, LLC | 815 | $229.2K | 0.06% | +815 | New |
| Fiscal Wisdom Wealth Management, LLC | 814 | $228.9K | 0.19% | −64−7.3% | Reduced |
| Scarborough Advisors, LLC | 841 | $228.8K | 0.03% | −234−21.8% | Reduced |
| Legacy Solutions, LLC | 813 | $228.8K | 0.19% | +813 | New |
| Munich Reinsurance Co Stock Corp in Munich | 812 | $228.3K | 0.00% | −11,515−93.4% | Reduced |
| Gerber, LLC | 812 | $228.3K | 0.11% | +812 | New |
| Sheets Smith Wealth Management | 812 | $228.3K | 0.02% | +812 | New |
| Base Wealth Management LLC | 811 | $228.1K | 0.11% | +811 | New |
| LMCG Investments, LLC | 806 | $226.7K | 0.01% | +806 | New |
| Borer Denton & Associates, Inc. | 806 | $226.7K | 0.07% | +806 | New |
| E6 Portfolios, LLC | 805 | $226.5K | 0.18% | +805 | New |
| Bluefin Capital Management, LLC | 805 | $226.4K | 0.07% | −5,170−86.5% | Reduced |
| Intrinsic Value Partners, LLC | 805 | $226.4K | 0.15% | +805 | New |
| Everest Management Corp. | 804 | $226.1K | 0.08% | +804 | New |
| R2 Capital Strategies, LLC | 804 | $226.1K | 0.10% | +804 | New |
| Seven Mile Advisory | 803 | $225.9K | 0.15% | −366−31.3% | Reduced |
| Leeward Financial Partners, LLC | 803 | $225.8K | 0.06% | +803 | New |
| FMB Wealth Management | 802 | $225.6K | 0.08% | +802 | New |
| Intrepid Capital Management Inc | 802 | $225.6K | 0.08% | −83−9.4% | Reduced |
| Bravera Wealth | 802 | $225.5K | 0.09% | 00.0% | Unchanged |
| Tactive Advisors, LLC | 801 | $225.2K | 0.06% | −98−10.9% | Reduced |
| Notis-McConarty Edward | 800 | $225.0K | 0.10% | −125−13.5% | Reduced |
| CSS LLC | 800 | $225.0K | 0.01% | +800 | New |
| Samjo Management, LLC | 800 | $225.0K | 0.08% | +800 | New |
| Sykon Capital LLC | 800 | $225.0K | 0.07% | +800 | New |
| Corps Capital Advisors, LLC | 800 | $225.0K | 0.18% | +800 | New |
| Hanlon Investment Management, Inc. | 799 | $224.7K | 0.12% | −148−15.6% | Reduced |
| Frazier Financial Advisors, LLC | 797 | $224.0K | 0.11% | −2−0.3% | Reduced |
| Mascoma Wealth Management LLC | 795 | $223.6K | 0.04% | −8−1.0% | Reduced |
| Dupree Financial Group, LLC | 795 | $223.6K | 0.08% | +795 | New |
| Mainsail Asset Management, LLC | 1,048 | $222.9K | 0.09% | +1,048 | New |
| Aletheian Wealth Advisors LLC | 792 | $222.7K | 0.10% | +792 | New |
| Elevatus Welath Management | 791 | $222.5K | 0.05% | +791 | New |
| AMJ Financial Wealth Management | 918 | $222.5K | 0.05% | 00.0% | Unchanged |
| Downshift Financial, LLC | 791 | $222.4K | 0.10% | +791 | New |
| Riverview Trust Co | 790 | $222.2K | 0.26% | 00.0% | Unchanged |
| PCG Asset Management, LLC | 790 | $222.2K | 0.16% | +790 | New |
| Blue Zone Wealth Advisors, LLC | 789 | $221.9K | 0.04% | +789 | New |
| Aspire Private Capital, LLC | 789 | $221.9K | 0.05% | +789 | New |
| Barings LLC | 786 | $221.0K | 0.00% | +786 | New |
| Riverchase Wealth Management, LLC | 786 | $221.0K | 0.10% | +786 | New |
| Aegis Wealth Management, Inc. | 786 | $221.0K | 0.14% | +786 | New |
| Clear Point Advisors Inc. | 785 | $220.9K | 0.20% | +785 | New |