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, Q1 2025
Institutional positions in International Business Machines Corp as of Mar 31, 2025. 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
- 3,267
- +172 vs. Q4 2024
- Shares held
- 586.2M
- +16.2M (+2.8%) vs. Q4 2024
- Total value
- $145.7B
- +$20.5B (+16.4%) vs. Q4 2024
- New holders
- 295
- 1,251 more added
- Sold out
- 123
- 1,285 more reduced
51 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: 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, Q1 2025
Shares, value and share of portfolio for each institution holding International Business Machines Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sterling Financial Planning, Inc. | 2,484 | $617.7K | 0.22% | +300+13.7% | Added |
| Evermay Wealth Management LLC | 2,489 | $618.9K | 0.08% | +1,513+155.0% | Added |
| Mindset Wealth Management, LLC | 2,493 | $619.9K | 0.24% | +378+17.9% | Added |
| ARS Investment Partners, LLC | 2,821 | $620.1K | 0.06% | 00.0% | Unchanged |
| Sym Financial Corp | 2,495 | $620.4K | 0.08% | +196+8.5% | Added |
| Weaver Consulting Group | 2,496 | $620.7K | 0.19% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 2,499 | $621.2K | 0.18% | +129+5.4% | Added |
| Wall Street Access Asset Management, LLC | 2,500 | $621.6K | 0.25% | +1,099+78.4% | Added |
| Basso Capital Management, L.P. | 2,500 | $621.6K | 0.53% | +2,500 | New |
| Capital Advisors Wealth Management, LLC | 2,500 | $621.7K | 0.11% | +35+1.4% | Added |
| Quantum Financial Advisors, LLC | 2,500 | $621.8K | 0.09% | −380−13.2% | Reduced |
| Beacon Capital Management, LLC | 2,501 | $621.8K | 0.08% | +15+0.6% | Added |
| Kathmere Capital Management, LLC | 2,502 | $622.1K | 0.05% | −1,004−28.6% | Reduced |
| Tower Wealth Partners, Inc. | 2,503 | $622.4K | 0.33% | +127+5.3% | Added |
| Wealth Group, Ltd. | 2,505 | $623.0K | 0.40% | −714−22.2% | Reduced |
| Aire Advisors, LLC | 2,507 | $623.4K | 0.13% | −115−4.4% | Reduced |
| Per Stirling Capital Management, LLC. | 2,518 | $626.2K | 0.09% | +137+5.8% | Added |
| Penbrook Management LLC | 2,525 | $627.9K | 0.47% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 2,526 | $628.1K | 0.38% | −1,173−31.7% | Reduced |
| Evanson Asset Management, LLC | 2,528 | $628.6K | 0.05% | +272+12.1% | Added |
| Greenwood Gearhart Inc | 2,533 | $629.9K | 0.04% | −185−6.8% | Reduced |
| Bellecapital International Ltd. | 2,536 | $630.6K | 0.12% | −485−16.1% | Reduced |
| Gladius Capital Management LP | 2,536 | $630.6K | 0.62% | +2,536 | New |
| Univest Financial Corp | 2,540 | $631.5K | 0.04% | +633+33.2% | Added |
| Gryphon Financial Partners LLC | 2,545 | $632.7K | 0.09% | +124+5.1% | Added |
| First Interstate Bank | 2,548 | $633.6K | 0.04% | +140+5.8% | Added |
| Integrity Financial Corp | 2,551 | $634.3K | 0.36% | +26+1.0% | Added |
| Northstar Advisory Group, LLC | 2,555 | $635.3K | 0.42% | +10.0% | Added |
| Eads & Heald Wealth Management | 2,560 | $637.0K | 0.32% | −421−14.1% | Reduced |
| Marex Group plc | 2,565 | $637.8K | 0.01% | +2,565 | New |
| Fort Point Capital Partners LLC | 2,569 | $638.9K | 0.07% | −917−26.3% | Reduced |
| Elite Financial, Inc. | 2,571 | $639.0K | 0.34% | −493−16.1% | Reduced |
| McAdam, LLC | 2,572 | $639.5K | 0.04% | −1,068−29.3% | Reduced |
| Fenimore Asset Management Inc | 2,573 | $639.8K | 0.01% | 00.0% | Unchanged |
| Fortis Capital Management LLC | 2,580 | $641.5K | 0.12% | +2,580 | New |
| Nadler Financial Group, Inc. | 2,583 | $642.3K | 0.07% | +568+28.2% | Added |
| Glen Eagle Advisors, LLC | 2,587 | $643.3K | 0.11% | −649−20.1% | Reduced |
| Amplius Wealth Advisors, LLC | 2,595 | $645.3K | 0.07% | −163−5.9% | Reduced |
| Eldridge Investment Advisors, Inc. | 2,597 | $645.8K | 0.15% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 2,598 | $646.1K | 0.13% | +582+28.9% | Added |
| Two Sigma Investments, LP | 2,616 | $650.5K | 0.00% | +135+5.4% | Added |
| Seeds Investor LLC | 2,616 | $650.5K | 0.18% | −402−13.3% | Reduced |
| Certior Financial Group, LLC | 2,617 | $650.7K | 0.54% | +23+0.9% | Added |
| Investment Advisory Group, LLC | 2,628 | $653.5K | 0.22% | −20−0.8% | Reduced |
| Pasadena Private Wealth, LLC | 2,630 | $654.0K | 0.13% | +702+36.4% | Added |
| Fulton Breakefield Broenniman LLC | 2,634 | $655.1K | 0.05% | −19−0.7% | Reduced |
| Sentry Investment Management LLC | 2,911 | $657.0K | 0.45% | −870−23.0% | Reduced |
| Private Wealth Partners, LLC | 2,647 | $658.2K | 0.05% | +43+1.7% | Added |
| Armstrong Advisory Group, Inc | 2,997 | $658.8K | 0.05% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 2,657 | $660.8K | 0.35% | +56+2.2% | Added |
| Wernau Asset Management Inc. | 2,664 | $662.4K | 0.69% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 2,665 | $662.7K | 0.05% | +370+16.1% | Added |
| Doheny Asset Management | 2,665 | $663.0K | 0.52% | +80+3.1% | Added |
| Pegasus Asset Management, Inc. | 2,667 | $663.2K | 0.27% | 00.0% | Unchanged |
| Spirit of America Management Corp | 2,668 | $663.4K | 0.13% | 00.0% | Unchanged |
| LGL Partners, LLC | 2,668 | $663.5K | 0.32% | +2,668 | New |
| Visionary Wealth Advisors | 2,670 | $663.8K | 0.04% | +103+4.0% | Added |
| Wayfinding Financial, LLC | 2,679 | $666.0K | 0.29% | +30+1.1% | Added |
| Willis Johnson & Associates, Inc. | 2,682 | $666.9K | 0.05% | +17+0.6% | Added |
| Woodmont Investment Counsel LLC | 2,686 | $667.9K | 0.05% | −263−8.9% | Reduced |
| Umpqua Bank | 2,688 | $668.4K | 0.23% | +196+7.9% | Added |
| Boltwood Capital Management | 2,692 | $669.4K | 0.20% | −90−3.2% | Reduced |
| Optas, LLC | 2,696 | $670.4K | 0.12% | +100+3.9% | Added |
| VSM Wealth Advisory, LLC | 2,697 | $670.6K | 0.24% | +1,159+75.4% | Added |
| Eagle Capital Management LLC | 2,700 | $671.4K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2,700 | $671.4K | 0.07% | −12−0.4% | Reduced |
| Kiker Wealth Management, LLC | 2,702 | $671.9K | 0.46% | −199−6.9% | Reduced |
| Magnolia Capital Advisors LLC | 2,702 | $671.9K | 0.18% | −79−2.8% | Reduced |
| Black Diamond Financial, LLC | 2,705 | $672.7K | 0.10% | +10.0% | Added |
| KG&L Capital Management,LLC | 2,726 | $672.8K | 0.22% | −102−3.6% | Reduced |
| Aviance Capital Partners, LLC | 2,707 | $673.0K | 0.09% | −115−4.1% | Reduced |
| ORG Partners LLC | 2,691 | $673.2K | 0.17% | −7,584−73.8% | Reduced |
| Country Trust Bank | 2,710 | $673.9K | 0.02% | −3−0.1% | Reduced |
| Advance Capital Management, Inc. | 2,716 | $675.4K | 0.03% | +1,096+67.7% | Added |
| Ocean Capital Management, LLC | 2,719 | $676.2K | 0.16% | −38−1.4% | Reduced |
| Barrett & Company, Inc. | 2,723 | $676.8K | 0.29% | +30+1.1% | Added |
| CVA Family Office, LLC | 2,730 | $678.8K | 0.10% | +615+29.1% | Added |
| MB, Levis & Associates, LLC | 2,731 | $679.2K | 0.32% | +10.0% | Added |
| Libra Wealth LLC | 2,732 | $679.3K | 0.25% | −1,000−26.8% | Reduced |
| Saratoga Research & Investment Management | 2,738 | $680.8K | 0.04% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 2,741 | $681.6K | 0.23% | +1,118+68.9% | Added |
| Cromwell Holdings LLC | 2,744 | $682.3K | 0.44% | −77−2.7% | Reduced |
| TriaGen Wealth Management LLC | 2,746 | $682.8K | 0.24% | +127+4.8% | Added |
| Horizon Wealth Management, LLC | 2,750 | $683.9K | 0.12% | +224+8.9% | Added |
| FourThought Financial Partners, LLC | 2,751 | $684.1K | 0.07% | −24−0.9% | Reduced |
| Baron Financial Group, LLC | 2,753 | $684.5K | 0.43% | −596−17.8% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,755 | $685.1K | 0.27% | −100−3.5% | Reduced |
| Rational Advisors LLC | 2,760 | $686.3K | 0.07% | −1,593−36.6% | Reduced |
| WMG Financial Advisors, LLC | 2,765 | $687.5K | 0.29% | −236−7.9% | Reduced |
| Circle Wealth Management, LLC | 2,788 | $693.3K | 0.02% | +2,788 | New |
| Highland Capital Management, LLC | 2,789 | $693.5K | 0.04% | +501+21.9% | Added |
| Bullock Wealth Management Group | 2,772 | $693.9K | 0.39% | −8−0.3% | Reduced |
| Sawyer & Company, Inc | 2,792 | $694.0K | 0.28% | −452−13.9% | Reduced |
| Crescent Grove Advisors, LLC | 2,814 | $699.7K | 0.07% | 00.0% | Unchanged |
| Anb Bank | 2,815 | $700.0K | 0.31% | +64+2.3% | Added |
| Tyche Wealth Partners LLC | 2,817 | $700.4K | 0.15% | −248−8.1% | Reduced |
| Fortitude Family Office, LLC | 2,823 | $702.0K | 0.25% | −2,970−51.3% | Reduced |
| Hengehold Capital Management LLC | 2,827 | $703.0K | 0.07% | −101−3.4% | Reduced |
| One Charles Private Wealth Services, LLC | 2,839 | $705.9K | 0.23% | 00.0% | Unchanged |
| Smith Shellnut Wilson LLC | 2,842 | $706.7K | 0.32% | +117+4.3% | Added |