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 | 3,495 | $143.7B |
| Q4 2025 | 3,708 | $177.2B |
| Q3 2025 | 3,425 | $163.1B |
| Q2 2025 | 3,412 | $172.7B |
| Q1 2025 | 3,267 | $145.7B |
| Q4 2024 | 3,146 | $126.2B |
| Q3 2024 | 2,940 | $124.7B |
| Q2 2024 | 2,763 | $95.1B |
| Q1 2024 | 2,808 | $104.2B |
| Q4 2023 | 2,685 | $88.4B |
| Q3 2023 | 2,467 | $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 |
|---|---|---|---|---|---|
| Sittner & Nelson, LLC | 3,220 | $800.8K | 0.34% | +95+3.0% | Added |
| Outfitter Financial LLC | 3,222 | $801.2K | 0.72% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 3,223 | $801.3K | 0.68% | −133−4.0% | Reduced |
| Fortress Wealth Group, LLC | 3,350 | $801.9K | 0.39% | +1,643+96.3% | Added |
| BIP Wealth, LLC | 3,230 | $803.2K | 0.05% | −96−2.9% | Reduced |
| Montz Harcus Wealth Management LLC | 3,240 | $805.6K | 0.44% | +24+0.7% | Added |
| Charles Schwab Trust Co | 3,250 | $808.1K | 0.07% | −50−1.5% | Reduced |
| Wealthstar Advisors, LLC | 3,254 | $809.3K | 0.37% | +97+3.1% | Added |
| Red Door Wealth Management, LLC | 3,267 | $812.2K | 0.12% | −1,874−36.5% | Reduced |
| Wallace Advisory Group, LLC | 3,695 | $812.3K | 0.56% | +3+0.1% | Added |
| Gries Financial LLC | 3,267 | $812.3K | 0.16% | −523−13.8% | Reduced |
| Citizens & Northern Corp | 3,271 | $813.4K | 0.23% | −1,243−27.5% | Reduced |
| Medallion Wealth Advisors, LLC | 3,259 | $815.7K | 0.37% | −45−1.4% | Reduced |
| J.Safra Asset Management Corp | 3,286 | $817.1K | 0.07% | +1,678+104.4% | Added |
| Francis Financial, Inc. | 3,288 | $817.6K | 0.20% | −40−1.2% | Reduced |
| Roof Eidam & Maycock | 3,295 | $819.3K | 0.22% | −240−6.8% | Reduced |
| Cardiff Park Advisors, LLC | 3,298 | $820.1K | 0.08% | −44−1.3% | Reduced |
| Boston Trust Walden Corp | 3,302 | $821.1K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 3,304 | $821.7K | 0.10% | +4+0.1% | Added |
| Fortem Financial Group, LLC | 3,307 | $822.3K | 0.32% | −510−13.4% | Reduced |
| Smart Portfolios, LLC | 3,316 | $824.6K | 0.90% | −130−3.8% | Reduced |
| Westfield Capital Management Co LP | 3,320 | $825.6K | 0.00% | −47,323−93.4% | Reduced |
| SNS Financial Group, LLC | 3,321 | $825.7K | 0.08% | −91−2.7% | Reduced |
| Sonata Capital Group Inc | 3,320 | $826.0K | 0.36% | −100−2.9% | Reduced |
| Portfolio Design Labs, LLC | 3,324 | $826.5K | 0.17% | −593−15.1% | Reduced |
| Hutchinson Capital Management | 3,329 | $827.8K | 0.16% | −3−0.1% | Reduced |
| LaSalle St. Investment Advisors, LLC | 3,333 | $828.0K | 0.20% | +3,333 | New |
| LMG Wealth Partners, LLC | 3,343 | $831.3K | 0.19% | −26−0.8% | Reduced |
| Ridgewood Investments LLC | 3,348 | $832.5K | 0.39% | −1,325−28.4% | Reduced |
| Capstone Wealth Management Group LLC | 3,350 | $833.0K | 0.67% | +387+13.1% | Added |
| Contravisory Investment Management, Inc. | 3,351 | $833.3K | 0.18% | +1,103+49.1% | Added |
| Financial Sense Advisors, Inc. | 3,353 | $833.7K | 0.24% | −20,210−85.8% | Reduced |
| Strategic Investment Solutions, Inc. | 3,355 | $834.3K | 0.24% | +82+2.5% | Added |
| Auxano Advisors, LLC | 3,365 | $836.8K | 0.22% | −71−2.1% | Reduced |
| SMART Wealth LLC | 3,374 | $839.0K | 0.30% | −204−5.7% | Reduced |
| First Foundation Advisors | 3,377 | $839.8K | 0.03% | +436+14.8% | Added |
| Opinicus Capital, Inc. | 3,383 | $841.2K | 0.74% | +27+0.8% | Added |
| Family Firm, Inc. | 3,384 | $841.6K | 0.19% | +2+0.1% | Added |
| Howe & Rusling Inc | 3,390 | $842.9K | 0.07% | +243+7.7% | Added |
| Somerville Kurt F | 3,392 | $843.5K | 0.15% | −20−0.6% | Reduced |
| Creekside Partners | 3,393 | $843.6K | 0.44% | +5+0.1% | Added |
| Piscataqua Savings Bank | 3,398 | $844.9K | 0.75% | +385+12.8% | Added |
| Abacus Planning Group, Inc. | 3,402 | $845.9K | 0.15% | +123+3.8% | Added |
| Orion Capital Management LLC | 3,403 | $846.3K | 0.36% | +924+37.3% | Added |
| McGlone Suttner Wealth Management, Inc. | 3,410 | $847.9K | 0.14% | +139+4.2% | Added |
| Holistic Financial Partners | 3,418 | $849.9K | 0.41% | −46−1.3% | Reduced |
| Kendall Capital Management | 3,424 | $851.4K | 0.25% | 00.0% | Unchanged |
| Severin Investments, LLC | 3,426 | $851.9K | 0.85% | −759−18.1% | Reduced |
| Legal Advantage Investments, Inc. | 3,434 | $853.9K | 0.46% | 00.0% | Unchanged |
| Stamos Capital Partners, L.P. | 3,439 | $855.1K | 0.22% | −3,401−49.7% | Reduced |
| VisionPoint Advisory Group, LLC | 3,439 | $855.1K | 0.29% | −493−12.5% | Reduced |
| Warwick Investment Management, Inc. | 3,442 | $856.0K | 0.18% | +260+8.2% | Added |
| Gillespie Robinson & Grimm Inc | 3,445 | $856.6K | 0.07% | +150+4.6% | Added |
| Osborne Partners Capital Management, LLC | 3,446 | $856.9K | 0.05% | −1,100−24.2% | Reduced |
| Lynx Investment Advisory | 3,447 | $857.2K | 0.57% | −102−2.9% | Reduced |
| Fortitude Advisory Group L.L.C. | 3,595 | $857.7K | 0.62% | −6−0.2% | Reduced |
| Burling Wealth Partners, LLC | 3,457 | $859.6K | 0.18% | −43−1.2% | Reduced |
| Financial Advocates Investment Management | 3,460 | $860.5K | 0.06% | −2,301−39.9% | Reduced |
| First Command Advisory Services, Inc. | 3,461 | $860.6K | 0.01% | −196−5.4% | Reduced |
| Valley National Advisers Inc | 3,476 | $864.0K | 0.16% | −127−3.5% | Reduced |
| Fiera Capital Corp | 3,477 | $864.6K | 0.00% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 3,479 | $865.1K | 0.25% | +264+8.2% | Added |
| HBW Advisory Services LLC | 3,480 | $865.5K | 0.12% | −308−8.1% | Reduced |
| DRW Securities, LLC | 3,485 | $866.6K | 0.07% | −2,240−39.1% | Reduced |
| Mitchell Sinkler & Starr | 3,485 | $866.6K | 0.24% | −1,465−29.6% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 3,489 | $868.0K | 0.39% | −97−2.7% | Reduced |
| Geometric Wealth Advisors | 3,492 | $868.3K | 0.15% | +23+0.7% | Added |
| Fortress Private Ledger, LLC | 3,496 | $869.3K | 0.48% | +235+7.2% | Added |
| Vista Investment Partners II, LLC | 3,498 | $869.8K | 0.48% | −38−1.1% | Reduced |
| Mechanics Financial Corp | 3,501 | $870.6K | 0.39% | +276+8.6% | Added |
| Wealth Quarterback LLC | 3,507 | $871.9K | 0.49% | +267+8.2% | Added |
| Appleton Partners Inc | 3,505 | $872.0K | 0.07% | +756+27.5% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 3,513 | $873.4K | 0.09% | −69−1.9% | Reduced |
| DMG Group, LLC | 3,517 | $874.5K | 0.71% | +42+1.2% | Added |
| NFP Retirement, Inc. | 3,520 | $875.3K | 0.07% | −86−2.4% | Reduced |
| Smith, Moore & Co. | 3,526 | $876.8K | 0.08% | +281+8.7% | Added |
| Enterprise Financial Services Corp | 3,526 | $877.0K | 0.52% | −1,528−30.2% | Reduced |
| Mechanics Bank Trust Department | 3,528 | $877.3K | 0.12% | +1,240+54.2% | Added |
| Signature Wealth Management Partners, LLC | 3,529 | $877.6K | 0.57% | −59−1.6% | Reduced |
| Angeles Wealth Management, LLC | 3,538 | $879.8K | 0.07% | −18−0.5% | Reduced |
| Sachetta, LLC | 3,546 | $881.8K | 0.36% | −99−2.7% | Reduced |
| Shum Financial Group, Inc. | 3,547 | $882.0K | 0.76% | +5+0.1% | Added |
| Convergence Financial, LLC | 3,550 | $882.7K | 0.17% | +977+38.0% | Added |
| Grove Street Fiduciary, LLC | 3,554 | $883.7K | 0.45% | +1,100+44.8% | Added |
| Invictus Private Wealth, LLC | 3,562 | $885.7K | 0.07% | −47−1.3% | Reduced |
| Congress Park Capital LLC | 3,563 | $886.0K | 0.34% | −300−7.8% | Reduced |
| Accredited Investors Inc. | 3,569 | $887.4K | 0.06% | −436−10.9% | Reduced |
| Oxford Financial Group Ltd | 3,570 | $887.7K | 0.06% | −367−9.3% | Reduced |
| Greenfield Savings Bank | 3,581 | $890.5K | 0.44% | −4−0.1% | Reduced |
| Spirepoint Private Client, LLC | 3,583 | $890.9K | 0.12% | −165−4.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 3,584 | $891.1K | 0.13% | +265+8.0% | Added |
| Boit C F David | 3,584 | $891.2K | 0.45% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 3,585 | $891.4K | 0.09% | −593−14.2% | Reduced |
| Oldfather Financial Services, LLC | 3,587 | $891.9K | 0.34% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 3,593 | $893.4K | 0.06% | +164+4.8% | Added |
| New Hampshire Trust | 3,601 | $895.4K | 0.20% | 00.0% | Unchanged |
| First Western Trust Bank | 3,602 | $895.7K | 0.04% | −165−4.4% | Reduced |
| CLG LLC | 3,604 | $896.1K | 0.31% | +23+0.6% | Added |
| Wincap Financial LLC | 3,616 | $899.1K | 0.85% | +272+8.1% | Added |
| Soltis Investment Advisors LLC | 3,621 | $900.3K | 0.08% | −83−2.2% | Reduced |