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 |
|---|---|---|---|---|---|
| Churchill Financial Advisors, LLC | 33,808 | $9.51M | 1.83% | −2,440−6.7% | Reduced |
| Providence Capital Advisors, LLC | 33,805 | $9.51M | 1.44% | +32,930+3,763.4% | Added |
| Romano Brothers and Company | 33,685 | $9.47M | 0.95% | −699−2.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 33,522 | $9.43M | 0.09% | +3,351+11.1% | Added |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 33,411 | $9.40M | 0.17% | −1,200−3.5% | Reduced |
| Change Path, LLC | 33,384 | $9.39M | 0.20% | −683−2.0% | Reduced |
| Davy Global Fund Management Ltd | 33,246 | $9.35M | 0.60% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 33,209 | $9.34M | 1.42% | −1,018−3.0% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 33,159 | $9.32M | 0.62% | −32−0.1% | Reduced |
| Clifford Swan Investment Counsel LLC | 33,047 | $9.29M | 0.30% | +21+0.1% | Added |
| IHT Wealth Management, LLC | 32,958 | $9.27M | 0.20% | +1,573+5.0% | Added |
| SCS Capital Management LLC | 32,909 | $9.25M | 0.09% | +3,536+12.0% | Added |
| Berger Financial Group, Inc | 32,864 | $9.24M | 0.47% | −2,293−6.5% | Reduced |
| Regal Investment Advisors LLC | 32,809 | $9.23M | 0.48% | −1,772−5.1% | Reduced |
| Park Avenue Securities LLC | 32,738 | $9.21M | 0.06% | −733−2.2% | Reduced |
| Eastern Bank | 32,579 | $9.16M | 0.14% | −20−0.1% | Reduced |
| Gilder Gagnon Howe & Co LLC | 32,326 | $9.09M | 0.09% | +10,500+48.1% | Added |
| Independent Financial Group, LLC | 32,302 | $9.08M | 0.17% | −21,535−40.0% | Reduced |
| Level Four Advisory Services, LLC | 32,004 | $9.00M | 0.25% | +157+0.5% | Added |
| E Fund Management Co., Ltd. | 31,993 | $9.00M | 0.20% | +186+0.6% | Added |
| Brinker Capital Investments, LLC | 31,823 | $8.95M | 0.07% | −1,766−5.3% | Reduced |
| National Asset Management, Inc. | 32,127 | $8.93M | 0.49% | +1,508+4.9% | Added |
| Holderness Investments Co | 31,634 | $8.90M | 1.48% | +440+1.4% | Added |
| Snowden Capital Advisors LLC | 31,617 | $8.89M | 0.21% | −5,242−14.2% | Reduced |
| Global Retirement Partners, LLC | 31,616 | $8.89M | 0.14% | +31,616 | New |
| Ameritas Investment Partners, Inc. | 31,568 | $8.88M | 0.24% | +521+1.7% | Added |
| Empirical Finance, LLC | 31,474 | $8.85M | 0.37% | +1,054+3.5% | Added |
| Ar Asset Management Inc | 31,452 | $8.85M | 1.62% | 00.0% | Unchanged |
| Foster & Motley Inc | 31,412 | $8.83M | 0.41% | −823−2.6% | Reduced |
| Laffer Tengler Investments | 31,358 | $8.82M | 1.13% | +7,281+30.2% | Added |
| Arete Wealth Advisors, LLC | 31,320 | $8.81M | 0.58% | +166+0.5% | Added |
| Carnegie Capital Asset Management, LLC | 31,313 | $8.81M | 0.18% | −3,527−10.1% | Reduced |
| Addenda Capital Inc. | 31,300 | $8.80M | 0.24% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 31,167 | $8.76M | 0.25% | 00.0% | Unchanged |
| Marathon Capital Management | 31,148 | $8.76M | 1.77% | +200+0.6% | Added |
| Mission Wealth Management, LP | 31,091 | $8.74M | 0.11% | +12,991+71.8% | Added |
| Cornerstone Wealth Group, LLC | 31,044 | $8.73M | 0.52% | +11,901+62.2% | Added |
| Signaturefd, LLC | 31,013 | $8.72M | 0.12% | +1,497+5.1% | Added |
| Sound View Wealth Advisors Group, LLC | 30,915 | $8.69M | 0.54% | −147−0.5% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 30,810 | $8.66M | 0.02% | +22,314+262.6% | Added |
| Spears Abacus Advisors LLC | 30,782 | $8.66M | 0.15% | −317−1.0% | Reduced |
| KWMG, LLC | 30,762 | $8.65M | 0.63% | +565+1.9% | Added |
| GQG Partners LLC | 30,749 | $8.65M | 0.02% | +30,749 | New |
| Searle & Co. | 30,648 | $8.62M | 1.94% | +700+2.3% | Added |
| Van Strum & Towne Inc. | 30,587 | $8.60M | 2.35% | −219−0.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 28,034 | $8.58M | 0.16% | −1,431−4.9% | Reduced |
| Hudson Valley Investment Advisors Inc | 30,503 | $8.58M | 1.04% | +1,309+4.5% | Added |
| Beacon Investment Advisory Services, Inc. | 30,495 | $8.58M | 0.32% | +27,561+939.4% | Added |
| Private Wealth Asset Management, LLC | 30,458 | $8.57M | 0.83% | +669+2.2% | Added |
| Fifth Third Wealth Advisors LLC | 30,407 | $8.55M | 0.24% | +1,481+5.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 30,135 | $8.47M | 0.10% | +226+0.8% | Added |
| Security National Bank | 30,105 | $8.47M | 1.01% | +6,173+25.8% | Added |
| Goelzer Investment Management, Inc. | 30,103 | $8.47M | 0.37% | −228−0.8% | Reduced |
| Inspire Trust Co, N.A. | 30,000 | $8.44M | 1.16% | +1,200+4.2% | Added |
| Savvy Advisors, Inc. | 29,820 | $8.39M | 0.18% | +3,817+14.7% | Added |
| Simplicity Wealth,LLC | 29,704 | $8.35M | 0.28% | +12,161+69.3% | Added |
| Farmers National Bank | 29,621 | $8.33M | 1.74% | +835+2.9% | Added |
| Bonness Enterprises Inc | 29,564 | $8.31M | 2.68% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 29,538 | $8.31M | 0.13% | −776−2.6% | Reduced |
| Clearbridge Investments, LLC | 29,497 | $8.29M | 0.01% | −170−0.6% | Reduced |
| SS&H Financial Advisors, Inc. | 29,465 | $8.29M | 2.12% | +29,465 | New |
| Canandaigua National Bank & Trust Co | 29,452 | $8.28M | 0.70% | +29,452 | New |
| Cary Street Partners Financial LLC | 29,451 | $8.28M | 0.18% | +1,386+4.9% | Added |
| Caisse des Depots Et Consignations | 29,439 | $8.28M | 0.14% | −9,595−24.6% | Reduced |
| WealthPlan Investment Management, LLC | 29,394 | $8.27M | 0.41% | +8,661+41.8% | Added |
| Money Concepts Capital Corp | 29,394 | $8.27M | 0.38% | +6,998+31.2% | Added |
| Financial & Tax Architects, LLC | 29,366 | $8.26M | 1.74% | −1,111−3.6% | Reduced |
| Summit Trail Advisors, LLC | 29,347 | $8.25M | 0.10% | −487−1.6% | Reduced |
| XML Financial, LLC | 29,225 | $8.22M | 0.60% | −1,145−3.8% | Reduced |
| Capital Investment Counsel, LLC | 29,221 | $8.22M | 1.02% | +749+2.6% | Added |
| Capital Fund Management S.A. | 29,048 | $8.17M | 0.06% | −121,769−80.7% | Reduced |
| Aspen Grove Capital, LLC | 29,020 | $8.16M | 1.18% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 28,910 | $8.13M | 0.12% | −838−2.8% | Reduced |
| Modern Wealth Management, LLC | 28,885 | $8.12M | 0.10% | +5,709+24.6% | Added |
| Trajan Wealth LLC | 28,847 | $8.11M | 0.31% | +5,853+25.5% | Added |
| Steel Peak Wealth Management LLC | 28,833 | $8.11M | 0.21% | −5,334−15.6% | Reduced |
| GAMMA Investing LLC | 28,756 | $8.09M | 0.30% | +4,048+16.4% | Added |
| HGK Asset Management Inc | 28,700 | $8.07M | 1.10% | +419+1.5% | Added |
| Dakota Wealth Management | 28,576 | $8.04M | 0.15% | −2,763−8.8% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 35,836 | $8.01M | 1.56% | +34,011+1,863.6% | Added |
| Factory Mutual Insurance Co | 28,500 | $8.01M | 0.08% | −300−1.0% | Reduced |
| Dynamic Advisor Solutions LLC | 28,457 | $8.00M | 0.23% | +1,209+4.4% | Added |
| Columbia Asset Management | 28,403 | $7.99M | 1.39% | −841−2.9% | Reduced |
| NovaPoint Capital, LLC | 28,333 | $7.97M | 1.66% | +1,681+6.3% | Added |
| MUFG Securities Americas Inc. | 28,308 | $7.96M | 0.41% | +2,449+9.5% | Added |
| J. Goldman & Co LP | 28,245 | $7.94M | 0.28% | +28,245 | New |
| Canada Post Corp Registered Pension Plan | 28,186 | $7.93M | 0.28% | +465+1.7% | Added |
| Triglav Skladi, D.O.O. | 3,017,600 | $7.92M | 0.42% | +17,600+0.6% | Added |
| LS Investment Advisors, LLC | 28,059 | $7.89M | 1.07% | −76−0.3% | Reduced |
| Moneta Group Investment Advisors LLC | 28,040 | $7.89M | 0.06% | +90+0.3% | Added |
| SageGuard Financial Group, LLC | 27,975 | $7.87M | 1.11% | −1,890−6.3% | Reduced |
| FLC Capital Advisors | 27,920 | $7.85M | 1.29% | +64+0.2% | Added |
| Brighton Jones LLC | 27,739 | $7.80M | 0.15% | +2,884+11.6% | Added |
| North Dakota State Investment Board | 27,667 | $7.78M | 0.32% | +707+2.6% | Added |
| Advisors Management Group Inc | 27,571 | $7.75M | 1.28% | −3,298−10.7% | Reduced |
| Hayek Kallen Investment Management | 27,560 | $7.75M | 2.35% | +341+1.3% | Added |
| Nia Impact Advisors, LLC | 27,543 | $7.75M | 3.21% | −748−2.6% | Reduced |
| Chicago Capital, LLC | 27,410 | $7.71M | 0.19% | +3,125+12.9% | Added |
| Reliant Investment Management, LLC | 27,352 | $7.69M | 2.74% | +3,114+12.8% | Added |
| Lifeworks Advisors, LLC | 27,336 | $7.69M | 0.80% | +1,474+5.7% | Added |