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 |
|---|---|---|---|---|---|
| Pettyjohn, Wood & White, Inc | 6,517 | $1.62M | 0.31% | −985−13.1% | Reduced |
| Ironwood Investment Management LLC | 6,525 | $1.62M | 0.88% | 00.0% | Unchanged |
| JBR Co Financial Management Inc | 6,530 | $1.62M | 0.95% | +140+2.2% | Added |
| Midland Wealth Advisors LLC | 6,536 | $1.63M | 0.10% | −1,229−15.8% | Reduced |
| Biltmore Family Office, LLC | 6,536 | $1.63M | 0.28% | 00.0% | Unchanged |
| Diversified Enterprises, LLC | 6,542 | $1.63M | 0.14% | +444+7.3% | Added |
| Etesian Wealth Advisors, Inc. | 6,545 | $1.63M | 0.70% | −400−5.8% | Reduced |
| Plan Group Financial, LLC | 6,551 | $1.63M | 0.58% | +1,932+41.8% | Added |
| TCG Advisory Services, LLC | 6,552 | $1.63M | 0.07% | +243+3.9% | Added |
| Aspen Investment Management Inc | 6,557 | $1.63M | 0.75% | +632+10.7% | Added |
| Cascade Financial Partners, LLC | 6,568 | $1.63M | 0.21% | 00.0% | Unchanged |
| Park Edge Advisors, LLC | 6,577 | $1.64M | 0.46% | +1,712+35.2% | Added |
| Western Wealth Management, LLC | 6,584 | $1.64M | 0.11% | −2,475−27.3% | Reduced |
| Lion Street Advisors, LLC | 6,585 | $1.64M | 0.52% | −39−0.6% | Reduced |
| Monetary Management Group Inc | 6,587 | $1.64M | 0.44% | −125−1.9% | Reduced |
| Marietta Investment Partners LLC | 6,596 | $1.64M | 0.40% | +220+3.5% | Added |
| Woodward Diversified Capital, LLC | 6,618 | $1.65M | 1.16% | +89+1.4% | Added |
| Skopos Labs, Inc. | 6,622 | $1.65M | 0.36% | +1,630+32.7% | Added |
| Long Run Wealth Advisors, LLC | 6,623 | $1.65M | 0.37% | +410+6.6% | Added |
| RiverFront Investment Group, LLC | 6,630 | $1.65M | 0.04% | +3,180+92.2% | Added |
| Patten & Patten Inc | 6,631 | $1.65M | 0.11% | +436+7.0% | Added |
| EPG Wealth Management LLC | 6,632 | $1.65M | 0.46% | +271+4.3% | Added |
| LM Advisors LLC | 6,699 | $1.67M | 0.30% | −1,659−19.8% | Reduced |
| S.E.E.D. Planning Group LLC | 6,711 | $1.67M | 0.56% | +363+5.7% | Added |
| Boothe Investment Group, Inc. | 6,736 | $1.67M | 0.76% | −3,360−33.3% | Reduced |
| Novem Group | 6,737 | $1.68M | 0.24% | +461+7.3% | Added |
| Certified Advisory Corp | 6,750 | $1.68M | 0.19% | −65−1.0% | Reduced |
| Genesee Capital Advisors, LLC | 6,760 | $1.68M | 0.84% | +337+5.2% | Added |
| Blue Edge Capital, LLC | 6,776 | $1.68M | 0.27% | +39+0.6% | Added |
| SWP Investment Management LLC | 6,776 | $1.68M | 2.10% | +6,776 | New |
| Clarius Group, LLC | 6,785 | $1.69M | 0.11% | +1,545+29.5% | Added |
| Laurel Wealth Advisors LLC | 6,790 | $1.69M | 0.26% | +10.0% | Added |
| Citizens National Bank Trust Department | 6,799 | $1.69M | 0.36% | +184+2.8% | Added |
| Ancora Advisors, LLC | 6,800 | $1.69M | 0.04% | −39−0.6% | Reduced |
| Wolfstich Capital, LLC | 6,949 | $1.70M | 1.53% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 6,825 | $1.70M | 1.13% | +6,825 | New |
| Union Bancaire Privee, UBP SA | 8,032 | $1.70M | 0.03% | −2,445−23.3% | Reduced |
| Paragon Private Wealth Management, LLC | 6,836 | $1.70M | 0.79% | +187+2.8% | Added |
| Everett Harris & Co | 6,841 | $1.70M | 0.02% | −275−3.9% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 6,857 | $1.71M | 0.05% | +5,634+460.7% | Added |
| Focus Financial Network, Inc. | 6,863 | $1.71M | 0.07% | +41+0.6% | Added |
| Roffman Miller Associates Inc | 6,885 | $1.71M | 0.11% | −304−4.2% | Reduced |
| Manchester Capital Management LLC | 6,900 | $1.72M | 0.21% | +252+3.8% | Added |
| Tradition Wealth Management, LLC | 6,902 | $1.72M | 0.15% | +448+6.9% | Added |
| Northeast Investment Management | 6,910 | $1.72M | 0.08% | −22−0.3% | Reduced |
| Diversify Advisory Services, LLC | 7,191 | $1.72M | 0.11% | +183+2.6% | Added |
| Plancorp, LLC | 6,926 | $1.72M | 0.07% | −336−4.6% | Reduced |
| First National Bank & Trust Co of Newtown | 6,930 | $1.72M | 0.36% | −100−1.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 6,953 | $1.73M | 0.10% | −200−2.8% | Reduced |
| TCI Wealth Advisors, Inc. | 6,966 | $1.73M | 0.14% | +33+0.5% | Added |
| Saxon Interests, Inc. | 6,967 | $1.73M | 0.81% | +3,443+97.7% | Added |
| MJP Associates Inc | 6,977 | $1.73M | 0.31% | +504+7.8% | Added |
| Jeppson Wealth Management, LLC | 6,997 | $1.74M | 0.64% | −163−2.3% | Reduced |
| TCM Advisors, LLC | – | $1.74M | 1.52% | – | – |
| Capital Management Associates | 7,000 | $1.74M | 3.40% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 7,000 | $1.74M | 0.27% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 7,005 | $1.74M | 1.18% | −254−3.5% | Reduced |
| Atlas Brown,Inc. | 7,008 | $1.74M | 0.61% | +8+0.1% | Added |
| Sage Mountain Advisors LLC | 7,021 | $1.75M | 0.13% | +550+8.5% | Added |
| Lake Street Financial LLC | 7,024 | $1.75M | 0.28% | −179−2.5% | Reduced |
| Parkside Financial Bank & Trust | 7,030 | $1.75M | 0.22% | +335+5.0% | Added |
| Mayflower Financial Advisors, LLC | 7,043 | $1.75M | 0.27% | −180−2.5% | Reduced |
| Belpointe Asset Management LLC | 7,043 | $1.75M | 0.09% | −41−0.6% | Reduced |
| Clarkston Capital Partners, LLC | 7,050 | $1.75M | 0.03% | −155−2.2% | Reduced |
| Northern Financial Advisors Inc | 7,054 | $1.75M | 1.45% | +83+1.2% | Added |
| Clark Capital Management Group, Inc. | 7,068 | $1.76M | 0.01% | +505+7.7% | Added |
| Harbour Investments, Inc. | 7,069 | $1.76M | 0.05% | +256+3.8% | Added |
| Transatlantique Private Wealth LLC | 7,073 | $1.76M | 0.70% | +137+2.0% | Added |
| David Loasby | 7,666 | $1.76M | 0.17% | −100−1.3% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 7,085 | $1.76M | 0.30% | +380+5.7% | Added |
| Park Circle Co | 7,100 | $1.77M | 1.57% | −7,100−50.0% | Reduced |
| Capital Asset Advisory Services LLC | 7,076 | $1.77M | 0.09% | −1,441−16.9% | Reduced |
| Whitener Capital Management, Inc. | 7,140 | $1.78M | 0.50% | −188−2.6% | Reduced |
| Schechter Investment Advisors, LLC | 7,148 | $1.78M | 0.15% | +797+12.5% | Added |
| CX Institutional | 7,156 | $1.78M | 0.07% | +31+0.4% | Added |
| WESPAC Advisors SoCal, LLC | 7,162 | $1.78M | 0.46% | +7,162 | New |
| North Star Asset Management Inc | 7,243 | $1.80M | 0.08% | −31−0.4% | Reduced |
| Cookson Peirce & Co Inc | 7,311 | $1.82M | 0.09% | +73+1.0% | Added |
| Meridian Management Co | 7,315 | $1.82M | 0.56% | −163−2.2% | Reduced |
| Insigneo Advisory Services, LLC | 7,333 | $1.82M | 0.19% | +1,107+17.8% | Added |
| Range Financial Group LLC | 7,350 | $1.83M | 0.81% | +43+0.6% | Added |
| Core Wealth Partners LLC | 7,387 | $1.84M | 1.07% | +224+3.1% | Added |
| Agate Pass Investment Management, LLC | 7,393 | $1.84M | 0.79% | +3,110+72.6% | Added |
| Moss Adams Wealth Advisors LLC | 7,398 | $1.84M | 0.19% | +592+8.7% | Added |
| Dark Forest Capital Management LP | 7,402 | $1.84M | 0.08% | +7,402 | New |
| Strait & Sound Wealth Management LLC | 7,410 | $1.84M | 0.86% | +424+6.1% | Added |
| SummitTX Capital, L.P. | 7,412 | $1.84M | 0.08% | +7,412 | New |
| Richards, Merrill & Peterson, Inc. | 7,416 | $1.84M | 0.96% | −384−4.9% | Reduced |
| Weik Capital Management | 7,425 | $1.85M | 0.75% | −185−2.4% | Reduced |
| Texas Bank & Trust Co | 7,442 | $1.85M | 0.78% | +140+1.9% | Added |
| Ascent Wealth Partners, LLC | 7,445 | $1.85M | 0.25% | +236+3.3% | Added |
| Texas Yale Capital Corp. | 7,446 | $1.85M | 0.08% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 7,462 | $1.86M | 0.45% | −1,191−13.8% | Reduced |
| Core Wealth Advisors, Inc. | 7,478 | $1.86M | 0.59% | −1,361−15.4% | Reduced |
| Brave Asset Management Inc | 7,479 | $1.86M | 0.58% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 7,507 | $1.87M | 0.08% | +2,399+47.0% | Added |
| CWS Financial Advisors, LLC | 7,508 | $1.87M | 0.59% | −216−2.8% | Reduced |
| Joule Financial, LLC | 7,514 | $1.87M | 0.66% | −55−0.7% | Reduced |
| Arvest Investments, Inc. | 7,540 | $1.87M | 0.30% | −408−5.1% | Reduced |
| Norden Group LLC | 7,569 | $1.88M | 0.22% | −2,142−22.1% | Reduced |