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 |
|---|---|---|---|---|---|
| Alteri Wealth LLC | 5,229 | $1.30M | 0.57% | −117−2.2% | Reduced |
| Hoxton Planning & Management, LLC | 5,224 | $1.30M | 0.50% | +13+0.2% | Added |
| Copperwynd Financial, LLC | 5,209 | $1.30M | 0.36% | +640+14.0% | Added |
| Keudell/Morrison Wealth Management | 5,194 | $1.29M | 0.30% | −27−0.5% | Reduced |
| Allen Capital Group, LLC | 5,191 | $1.29M | 0.15% | −17,826−77.4% | Reduced |
| Westpac Banking Corp | 5,155 | $1.28M | 0.09% | −41,645−89.0% | Reduced |
| China Universal Asset Management Co., Ltd. | 5,139 | $1.28M | 0.12% | +578+12.7% | Added |
| Baldwin Investment Management, LLC | 5,136 | $1.28M | 0.15% | +300+6.2% | Added |
| Delta Asset Management LLC | 5,133 | $1.28M | 0.12% | −20.0% | Reduced |
| BayBridge Capital Group, LLC | 5,130 | $1.28M | 0.92% | +5,130 | New |
| Allied Investment Advisors, LLC | 5,128 | $1.28M | 0.24% | −276−5.1% | Reduced |
| Waterloo Capital, L.P. | 5,121 | $1.27M | 0.12% | +861+20.2% | Added |
| one8zero8, LLC | 5,119 | $1.27M | 0.30% | −2,488−32.7% | Reduced |
| Crewe Advisors LLC | 5,104 | $1.27M | 0.18% | +516+11.2% | Added |
| Greenberg Financial Group | 5,227 | $1.27M | 0.53% | +5,227 | New |
| Wealth Management Associates, Inc. | 5,088 | $1.27M | 0.54% | +26+0.5% | Added |
| Uhlmann Price Securities, LLC | 5,085 | $1.26M | 0.93% | +70+1.4% | Added |
| Beaton Management Co. Inc. | 5,064 | $1.26M | 0.65% | −50−1.0% | Reduced |
| Oxbow Advisors, LLC | 5,053 | $1.26M | 0.13% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 5,050 | $1.26M | 0.14% | −863−14.6% | Reduced |
| Prentice Wealth Management LLC | 5,046 | $1.25M | 0.36% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 5,034 | $1.25M | 0.08% | −27−0.5% | Reduced |
| Claro Advisors LLC | 5,023 | $1.25M | 0.17% | +9+0.2% | Added |
| Valmark Advisers, Inc. | 5,022 | $1.25M | 0.02% | +9+0.2% | Added |
| Hexagon Capital Partners LLC | 5,017 | $1.25M | 0.24% | −1,874−27.2% | Reduced |
| Gilman Hill Asset Management, LLC | 5,010 | $1.25M | 0.22% | −41,135−89.1% | Reduced |
| Redhawk Wealth Advisors, Inc. | 5,009 | $1.25M | 0.17% | +4,005+398.9% | Added |
| Trustco Bank Corp N Y | 4,996 | $1.24M | 1.35% | −275−5.2% | Reduced |
| Financial Partners Group, LLC | 4,989 | $1.24M | 0.54% | −646−11.5% | Reduced |
| Silver Oak Securities, Inc | 5,078 | $1.24M | 0.12% | −723−12.5% | Reduced |
| Groupama Asset Managment | 5,075 | $1.24M | 0.02% | −1,561−23.5% | Reduced |
| Catalyst Financial Partners LLC | 4,977 | $1.24M | 0.23% | +159+3.3% | Added |
| Addison Advisors LLC | 4,966 | $1.23M | 0.34% | +15+0.3% | Added |
| Headinvest, LLC | 4,965 | $1.23M | 0.24% | −260−5.0% | Reduced |
| Lebenthal Global Advisors, LLC | 4,952 | $1.23M | 0.23% | −140−2.7% | Reduced |
| Ransom Advisory, Ltd | 4,942 | $1.23M | 0.61% | +107+2.2% | Added |
| Broderick Brian C | 4,939 | $1.23M | 0.25% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 4,942 | $1.23M | 0.36% | +10.0% | Added |
| Sunburst Financial Group, LLC | 4,937 | $1.23M | 0.30% | −558−10.2% | Reduced |
| AlphaCore Capital LLC | 4,934 | $1.23M | 0.10% | +3,236+190.6% | Added |
| IFG Advisory, LLC | 4,933 | $1.23M | 0.07% | +865+21.3% | Added |
| Cypress Capital Advisors, LLC | 4,930 | $1.23M | 0.85% | −5−0.1% | Reduced |
| Pitcairn Co | 4,919 | $1.22M | 0.07% | −28−0.6% | Reduced |
| West Michigan Advisors, LLC | 4,906 | $1.22M | 0.40% | −31−0.6% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 4,900 | $1.22M | 0.66% | −562−10.3% | Reduced |
| Heritage Financial Services, LLC | 4,899 | $1.22M | 0.12% | +100+2.1% | Added |
| Burford Brothers, Inc. | 4,896 | $1.22M | 0.59% | +211+4.5% | Added |
| Operose Advisors LLC | 4,874 | $1.21M | 0.40% | +70+1.5% | Added |
| Quotient Wealth Partners, LLC | 4,868 | $1.21M | 0.04% | +767+18.7% | Added |
| Thoma Capital Management LLC | 4,868 | $1.21M | 0.85% | −346−6.6% | Reduced |
| Massachusetts Wealth Management | 4,858 | $1.21M | 0.83% | +448+10.2% | Added |
| Aspiriant, LLC | 4,846 | $1.21M | 0.04% | +32+0.7% | Added |
| Triumph Capital Management | 4,846 | $1.21M | 0.40% | +4,846 | New |
| Stokes Family Office, LLC | 4,830 | $1.20M | 0.14% | −3−0.1% | Reduced |
| Interchange Capital Partners, LLC | 4,825 | $1.20M | 0.34% | +1,028+27.1% | Added |
| Pallas Capital Advisors LLC | 4,805 | $1.19M | 0.05% | +42+0.9% | Added |
| Smith Thornton Advisors LLC | 4,789 | $1.19M | 0.74% | +232+5.1% | Added |
| Berkeley Capital Partners, LLC | 4,789 | $1.19M | 0.33% | −13−0.3% | Reduced |
| Natural Investments, LLC | 4,783 | $1.19M | 0.34% | +178+3.9% | Added |
| Evergreen Wealth Solutions, LLC | 4,775 | $1.19M | 0.80% | −575−10.7% | Reduced |
| Northstar Financial Companies, Inc. | 4,774 | $1.19M | 1.29% | +103+2.2% | Added |
| Coco Enterprises, LLC | 5,365 | $1.19M | 0.85% | −56−1.0% | Reduced |
| Leonteq Securities AG | 4,770 | $1.19M | 0.09% | −18,565−79.6% | Reduced |
| Navellier & Associates Inc | 4,756 | $1.19M | 0.16% | −751−13.6% | Reduced |
| Breakwater Capital Group | 4,766 | $1.19M | 0.21% | +1,487+45.3% | Added |
| Pure Financial Advisors, Inc. | 4,757 | $1.18M | 0.02% | −120−2.5% | Reduced |
| Acorn Wealth Advisors, LLC | 4,752 | $1.18M | 0.49% | +28+0.6% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 4,751 | $1.18M | 0.02% | +4,751 | New |
| Intergy Private Wealth, LLC | 4,746 | $1.18M | 0.45% | +61+1.3% | Added |
| Sage Advisors, LLC | 4,730 | $1.18M | 0.83% | +14+0.3% | Added |
| World Equity Group, Inc. | 4,798 | $1.18M | 0.34% | −743−13.4% | Reduced |
| Bank of Stockton | 4,729 | $1.18M | 0.37% | +61+1.3% | Added |
| Uniting Wealth Partners, LLC | 4,724 | $1.17M | 0.59% | −5−0.1% | Reduced |
| YHB Investment Advisors, Inc. | 4,705 | $1.17M | 0.10% | +156+3.4% | Added |
| Koshinski Asset Management, Inc. | 4,695 | $1.17M | 0.10% | +238+5.3% | Added |
| Klingman & Associates, LLC | 4,682 | $1.16M | 0.07% | +142+3.1% | Added |
| Capital Advisors, Ltd. LLC | 4,679 | $1.16M | 0.15% | +12+0.3% | Added |
| Proathlete Wealth Management LLC | 4,663 | $1.16M | 0.42% | +77+1.7% | Added |
| Virtue Capital Management, LLC | 4,661 | $1.16M | 0.14% | +2,896+164.1% | Added |
| SFMG, LLC | 4,666 | $1.16M | 0.09% | +13+0.3% | Added |
| LexAurum Advisors, LLC | 4,663 | $1.16M | 0.22% | −57−1.2% | Reduced |
| Heartland Bank & Trust Co | 4,650 | $1.16M | 0.59% | +640+16.0% | Added |
| Manchester Financial Inc | 4,643 | $1.15M | 0.26% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 4,642 | $1.15M | 0.06% | +1,106+31.3% | Added |
| Vicus Capital | 4,641 | $1.15M | 0.11% | +1,603+52.8% | Added |
| St. Louis Trust Co | 4,632 | $1.15M | 0.17% | +1,132+32.3% | Added |
| CRA Financial Services, LLC | 4,626 | $1.15M | 0.20% | −373−7.5% | Reduced |
| SeaBridge Investment Advisors LLC | 4,612 | $1.15M | 0.25% | −939−16.9% | Reduced |
| Paragon Capital Management Ltd | 4,606 | $1.15M | 0.23% | +3,320+258.2% | Added |
| Carnegie Lake Advisors LLC | 4,600 | $1.14M | 0.46% | 00.0% | Unchanged |
| Clark Wealth Partners | 4,601 | $1.14M | 0.85% | −197−4.1% | Reduced |
| Sovereign Financial Group, Inc. | 4,600 | $1.14M | 0.26% | −219−4.5% | Reduced |
| TrueWealth Advisors, LLC | 4,597 | $1.14M | 0.38% | −115−2.4% | Reduced |
| Milestone Asset Management, LLC | 4,596 | $1.14M | 0.24% | −8,634−65.3% | Reduced |
| Powell Investment Advisors, LLC | 4,578 | $1.14M | 0.56% | +20.0% | Added |
| Grant/GrossMendelsohn, LLC | 4,839 | $1.14M | 0.63% | −55−1.1% | Reduced |
| Hartline Investment Corp | 4,558 | $1.13M | 0.15% | −51,456−91.9% | Reduced |
| Alta Advisers Ltd | 4,555 | $1.13M | 0.48% | +1,500+49.1% | Added |
| Cowa, LLC | 4,553 | $1.13M | 0.48% | −48−1.0% | Reduced |
| Plotkin Financial Advisors, LLC | 4,552 | $1.13M | 0.70% | 00.0% | Unchanged |