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 |
|---|---|---|---|---|---|
| Acorn Wealth Advisors, LLC | 4,752 | $1.18M | 0.49% | +28+0.6% | Added |
| Pure Financial Advisors, Inc. | 4,757 | $1.18M | 0.02% | −120−2.5% | Reduced |
| Breakwater Capital Group | 4,766 | $1.19M | 0.21% | +1,487+45.3% | Added |
| Navellier & Associates Inc | 4,756 | $1.19M | 0.16% | −751−13.6% | Reduced |
| Leonteq Securities AG | 4,770 | $1.19M | 0.09% | −18,565−79.6% | Reduced |
| Coco Enterprises, LLC | 5,365 | $1.19M | 0.85% | −56−1.0% | Reduced |
| Northstar Financial Companies, Inc. | 4,774 | $1.19M | 1.29% | +103+2.2% | Added |
| Evergreen Wealth Solutions, LLC | 4,775 | $1.19M | 0.80% | −575−10.7% | Reduced |
| Natural Investments, LLC | 4,783 | $1.19M | 0.34% | +178+3.9% | Added |
| Berkeley Capital Partners, LLC | 4,789 | $1.19M | 0.33% | −13−0.3% | Reduced |
| Smith Thornton Advisors LLC | 4,789 | $1.19M | 0.74% | +232+5.1% | Added |
| Pallas Capital Advisors LLC | 4,805 | $1.19M | 0.05% | +42+0.9% | Added |
| Interchange Capital Partners, LLC | 4,825 | $1.20M | 0.34% | +1,028+27.1% | Added |
| Stokes Family Office, LLC | 4,830 | $1.20M | 0.14% | −3−0.1% | Reduced |
| Triumph Capital Management | 4,846 | $1.21M | 0.40% | +4,846 | New |
| Aspiriant, LLC | 4,846 | $1.21M | 0.04% | +32+0.7% | Added |
| Massachusetts Wealth Management | 4,858 | $1.21M | 0.83% | +448+10.2% | Added |
| Thoma Capital Management LLC | 4,868 | $1.21M | 0.85% | −346−6.6% | Reduced |
| Quotient Wealth Partners, LLC | 4,868 | $1.21M | 0.04% | +767+18.7% | Added |
| Operose Advisors LLC | 4,874 | $1.21M | 0.40% | +70+1.5% | Added |
| Burford Brothers, Inc. | 4,896 | $1.22M | 0.59% | +211+4.5% | Added |
| Heritage Financial Services, LLC | 4,899 | $1.22M | 0.12% | +100+2.1% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 4,900 | $1.22M | 0.66% | −562−10.3% | Reduced |
| West Michigan Advisors, LLC | 4,906 | $1.22M | 0.40% | −31−0.6% | Reduced |
| Pitcairn Co | 4,919 | $1.22M | 0.07% | −28−0.6% | Reduced |
| Cypress Capital Advisors, LLC | 4,930 | $1.23M | 0.85% | −5−0.1% | Reduced |
| IFG Advisory, LLC | 4,933 | $1.23M | 0.07% | +865+21.3% | Added |
| AlphaCore Capital LLC | 4,934 | $1.23M | 0.10% | +3,236+190.6% | Added |
| Sunburst Financial Group, LLC | 4,937 | $1.23M | 0.30% | −558−10.2% | Reduced |
| Lester Murray Antman dba SimplyRich | 4,942 | $1.23M | 0.36% | +10.0% | Added |
| Broderick Brian C | 4,939 | $1.23M | 0.25% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 4,942 | $1.23M | 0.61% | +107+2.2% | Added |
| Lebenthal Global Advisors, LLC | 4,952 | $1.23M | 0.23% | −140−2.7% | Reduced |
| Headinvest, LLC | 4,965 | $1.23M | 0.24% | −260−5.0% | Reduced |
| Addison Advisors LLC | 4,966 | $1.23M | 0.34% | +15+0.3% | Added |
| Catalyst Financial Partners LLC | 4,977 | $1.24M | 0.23% | +159+3.3% | Added |
| Groupama Asset Managment | 5,075 | $1.24M | 0.02% | −1,561−23.5% | Reduced |
| Silver Oak Securities, Inc | 5,078 | $1.24M | 0.12% | −723−12.5% | Reduced |
| Financial Partners Group, LLC | 4,989 | $1.24M | 0.54% | −646−11.5% | Reduced |
| Trustco Bank Corp N Y | 4,996 | $1.24M | 1.35% | −275−5.2% | Reduced |
| Redhawk Wealth Advisors, Inc. | 5,009 | $1.25M | 0.17% | +4,005+398.9% | Added |
| Gilman Hill Asset Management, LLC | 5,010 | $1.25M | 0.22% | −41,135−89.1% | Reduced |
| Hexagon Capital Partners LLC | 5,017 | $1.25M | 0.24% | −1,874−27.2% | Reduced |
| Valmark Advisers, Inc. | 5,022 | $1.25M | 0.02% | +9+0.2% | Added |
| Claro Advisors LLC | 5,023 | $1.25M | 0.17% | +9+0.2% | Added |
| Capstone Financial Advisors, Inc. | 5,034 | $1.25M | 0.08% | −27−0.5% | Reduced |
| Prentice Wealth Management LLC | 5,046 | $1.25M | 0.36% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 5,050 | $1.26M | 0.14% | −863−14.6% | Reduced |
| Oxbow Advisors, LLC | 5,053 | $1.26M | 0.13% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 5,064 | $1.26M | 0.65% | −50−1.0% | Reduced |
| Uhlmann Price Securities, LLC | 5,085 | $1.26M | 0.93% | +70+1.4% | Added |
| Wealth Management Associates, Inc. | 5,088 | $1.27M | 0.54% | +26+0.5% | Added |
| Greenberg Financial Group | 5,227 | $1.27M | 0.53% | +5,227 | New |
| Crewe Advisors LLC | 5,104 | $1.27M | 0.18% | +516+11.2% | Added |
| one8zero8, LLC | 5,119 | $1.27M | 0.30% | −2,488−32.7% | Reduced |
| Waterloo Capital, L.P. | 5,121 | $1.27M | 0.12% | +861+20.2% | Added |
| Allied Investment Advisors, LLC | 5,128 | $1.28M | 0.24% | −276−5.1% | Reduced |
| BayBridge Capital Group, LLC | 5,130 | $1.28M | 0.92% | +5,130 | New |
| Delta Asset Management LLC | 5,133 | $1.28M | 0.12% | −20.0% | Reduced |
| Baldwin Investment Management, LLC | 5,136 | $1.28M | 0.15% | +300+6.2% | Added |
| China Universal Asset Management Co., Ltd. | 5,139 | $1.28M | 0.12% | +578+12.7% | Added |
| Westpac Banking Corp | 5,155 | $1.28M | 0.09% | −41,645−89.0% | Reduced |
| Allen Capital Group, LLC | 5,191 | $1.29M | 0.15% | −17,826−77.4% | Reduced |
| Keudell/Morrison Wealth Management | 5,194 | $1.29M | 0.30% | −27−0.5% | Reduced |
| Copperwynd Financial, LLC | 5,209 | $1.30M | 0.36% | +640+14.0% | Added |
| Hoxton Planning & Management, LLC | 5,224 | $1.30M | 0.50% | +13+0.2% | Added |
| Alteri Wealth LLC | 5,229 | $1.30M | 0.57% | −117−2.2% | Reduced |
| Integrity Alliance, LLC. | 5,232 | $1.30M | 0.05% | +5,232 | New |
| Cable Hill Partners, LLC | 5,380 | $1.30M | 0.13% | −15−0.3% | Reduced |
| Trust Co of the South | 5,243 | $1.30M | 0.27% | +239+4.8% | Added |
| Arrow Financial Corp | 5,249 | $1.31M | 0.15% | −21−0.4% | Reduced |
| Benin Management CORP | 5,256 | $1.31M | 0.37% | −86−1.6% | Reduced |
| United Bank | 5,264 | $1.31M | 0.54% | −2,908−35.6% | Reduced |
| Archer Investment Corp | 5,270 | $1.31M | 0.34% | +4+0.1% | Added |
| Perennial Investment Advisors, LLC | 5,272 | $1.31M | 0.15% | +216+4.3% | Added |
| Delta Investment Management, LLC | 5,274 | $1.31M | 0.26% | +20.0% | Added |
| Lindbrook Capital, LLC | 5,278 | $1.31M | 0.12% | +442+9.1% | Added |
| Howard Capital Management Inc. | 5,279 | $1.31M | 0.03% | −778−12.8% | Reduced |
| Brandywine Oak Private Wealth LLC | 5,289 | $1.32M | 0.13% | −229−4.2% | Reduced |
| High Net Worth Advisory Group LLC | 5,291 | $1.32M | 0.37% | +985+22.9% | Added |
| Castlekeep Investment Advisors LLC | 5,292 | $1.32M | 0.68% | −969−15.5% | Reduced |
| San Luis Wealth Advisors LLC | 5,295 | $1.32M | 0.30% | −497−8.6% | Reduced |
| Leisure Capital Management | 5,300 | $1.32M | 0.54% | +222+4.4% | Added |
| Stablepoint Partners, LLC | 5,302 | $1.32M | 0.24% | −6−0.1% | Reduced |
| Insight Advisors, LLC | 5,304 | $1.32M | 0.23% | −101−1.9% | Reduced |
| Souders Financial Advisors | 5,316 | $1.32M | 0.18% | −104−1.9% | Reduced |
| FCG Investment Co | 5,324 | $1.32M | 0.83% | +2,853+115.5% | Added |
| LBMC Investment Advisors, LLC | 5,325 | $1.32M | 0.10% | +9+0.2% | Added |
| Conning Inc. | 5,343 | $1.33M | 0.05% | +300+5.9% | Added |
| Summit Asset Management, LLC | 5,347 | $1.33M | 0.23% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 5,357 | $1.33M | 0.00% | −15,221−74.0% | Reduced |
| GTS Securities LLC | 5,386 | $1.34M | 0.06% | −3,922−42.1% | Reduced |
| Old North State Trust, LLC | 6,109 | $1.34M | 0.85% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 5,423 | $1.35M | 0.07% | +94+1.8% | Added |
| Sumitomo Life Insurance Co | 5,437 | $1.35M | 0.05% | −50−0.9% | Reduced |
| Cascade Investment Group, Inc. | 5,448 | $1.35M | 1.04% | −660−10.8% | Reduced |
| Grandview Asset Management LLC | 5,455 | $1.36M | 0.52% | +46+0.9% | Added |
| Accurate Wealth Management, LLC | 5,767 | $1.36M | 0.26% | +607+11.8% | Added |
| Syntegra Private Wealth Group, LLC | 5,485 | $1.36M | 0.16% | +28+0.5% | Added |
| Putney Financial Group LLC | 5,496 | $1.37M | 1.44% | −290−5.0% | Reduced |