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 |
|---|---|---|---|---|---|
| Geometric Wealth Advisors | 3,492 | $868.3K | 0.15% | +23+0.7% | Added |
| Houlihan Financial Resource Group, Ltd. | 3,489 | $868.0K | 0.39% | −97−2.7% | 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 |
| HBW Advisory Services LLC | 3,480 | $865.5K | 0.12% | −308−8.1% | Reduced |
| Oak Harbor Wealth Partners, LLC | 3,479 | $865.1K | 0.25% | +264+8.2% | Added |
| Fiera Capital Corp | 3,477 | $864.6K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 3,476 | $864.0K | 0.16% | −127−3.5% | Reduced |
| First Command Advisory Services, Inc. | 3,461 | $860.6K | 0.01% | −196−5.4% | Reduced |
| Financial Advocates Investment Management | 3,460 | $860.5K | 0.06% | −2,301−39.9% | Reduced |
| Burling Wealth Partners, LLC | 3,457 | $859.6K | 0.18% | −43−1.2% | Reduced |
| Fortitude Advisory Group L.L.C. | 3,595 | $857.7K | 0.62% | −6−0.2% | Reduced |
| Lynx Investment Advisory | 3,447 | $857.2K | 0.57% | −102−2.9% | Reduced |
| Osborne Partners Capital Management, LLC | 3,446 | $856.9K | 0.05% | −1,100−24.2% | Reduced |
| Gillespie Robinson & Grimm Inc | 3,445 | $856.6K | 0.07% | +150+4.6% | Added |
| Warwick Investment Management, Inc. | 3,442 | $856.0K | 0.18% | +260+8.2% | Added |
| 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 |
| Legal Advantage Investments, Inc. | 3,434 | $853.9K | 0.46% | 00.0% | Unchanged |
| Severin Investments, LLC | 3,426 | $851.9K | 0.85% | −759−18.1% | Reduced |
| Kendall Capital Management | 3,424 | $851.4K | 0.25% | 00.0% | Unchanged |
| Holistic Financial Partners | 3,418 | $849.9K | 0.41% | −46−1.3% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 3,410 | $847.9K | 0.14% | +139+4.2% | Added |
| Orion Capital Management LLC | 3,403 | $846.3K | 0.36% | +924+37.3% | Added |
| Abacus Planning Group, Inc. | 3,402 | $845.9K | 0.15% | +123+3.8% | Added |
| Piscataqua Savings Bank | 3,398 | $844.9K | 0.75% | +385+12.8% | Added |
| Creekside Partners | 3,393 | $843.6K | 0.44% | +5+0.1% | Added |
| Somerville Kurt F | 3,392 | $843.5K | 0.15% | −20−0.6% | Reduced |
| Howe & Rusling Inc | 3,390 | $842.9K | 0.07% | +243+7.7% | Added |
| Family Firm, Inc. | 3,384 | $841.6K | 0.19% | +2+0.1% | Added |
| Opinicus Capital, Inc. | 3,383 | $841.2K | 0.74% | +27+0.8% | Added |
| First Foundation Advisors | 3,377 | $839.8K | 0.03% | +436+14.8% | Added |
| SMART Wealth LLC | 3,374 | $839.0K | 0.30% | −204−5.7% | Reduced |
| Auxano Advisors, LLC | 3,365 | $836.8K | 0.22% | −71−2.1% | Reduced |
| Strategic Investment Solutions, Inc. | 3,355 | $834.3K | 0.24% | +82+2.5% | Added |
| Financial Sense Advisors, Inc. | 3,353 | $833.7K | 0.24% | −20,210−85.8% | Reduced |
| Contravisory Investment Management, Inc. | 3,351 | $833.3K | 0.18% | +1,103+49.1% | Added |
| Capstone Wealth Management Group LLC | 3,350 | $833.0K | 0.67% | +387+13.1% | Added |
| Ridgewood Investments LLC | 3,348 | $832.5K | 0.39% | −1,325−28.4% | Reduced |
| LMG Wealth Partners, LLC | 3,343 | $831.3K | 0.19% | −26−0.8% | Reduced |
| LaSalle St. Investment Advisors, LLC | 3,333 | $828.0K | 0.20% | +3,333 | New |
| Hutchinson Capital Management | 3,329 | $827.8K | 0.16% | −3−0.1% | Reduced |
| Portfolio Design Labs, LLC | 3,324 | $826.5K | 0.17% | −593−15.1% | Reduced |
| Sonata Capital Group Inc | 3,320 | $826.0K | 0.36% | −100−2.9% | Reduced |
| SNS Financial Group, LLC | 3,321 | $825.7K | 0.08% | −91−2.7% | Reduced |
| Westfield Capital Management Co LP | 3,320 | $825.6K | 0.00% | −47,323−93.4% | Reduced |
| Smart Portfolios, LLC | 3,316 | $824.6K | 0.90% | −130−3.8% | Reduced |
| Fortem Financial Group, LLC | 3,307 | $822.3K | 0.32% | −510−13.4% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 3,304 | $821.7K | 0.10% | +4+0.1% | Added |
| Boston Trust Walden Corp | 3,302 | $821.1K | 0.01% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 3,298 | $820.1K | 0.08% | −44−1.3% | Reduced |
| Roof Eidam & Maycock | 3,295 | $819.3K | 0.22% | −240−6.8% | Reduced |
| Francis Financial, Inc. | 3,288 | $817.6K | 0.20% | −40−1.2% | Reduced |
| J.Safra Asset Management Corp | 3,286 | $817.1K | 0.07% | +1,678+104.4% | Added |
| Medallion Wealth Advisors, LLC | 3,259 | $815.7K | 0.37% | −45−1.4% | Reduced |
| Citizens & Northern Corp | 3,271 | $813.4K | 0.23% | −1,243−27.5% | Reduced |
| Gries Financial LLC | 3,267 | $812.3K | 0.16% | −523−13.8% | Reduced |
| Wallace Advisory Group, LLC | 3,695 | $812.3K | 0.56% | +3+0.1% | Added |
| Red Door Wealth Management, LLC | 3,267 | $812.2K | 0.12% | −1,874−36.5% | Reduced |
| Wealthstar Advisors, LLC | 3,254 | $809.3K | 0.37% | +97+3.1% | Added |
| Charles Schwab Trust Co | 3,250 | $808.1K | 0.07% | −50−1.5% | Reduced |
| Montz Harcus Wealth Management LLC | 3,240 | $805.6K | 0.44% | +24+0.7% | Added |
| BIP Wealth, LLC | 3,230 | $803.2K | 0.05% | −96−2.9% | Reduced |
| Fortress Wealth Group, LLC | 3,350 | $801.9K | 0.39% | +1,643+96.3% | Added |
| Eagle Bay Advisors LLC | 3,223 | $801.3K | 0.68% | −133−4.0% | Reduced |
| Outfitter Financial LLC | 3,222 | $801.2K | 0.72% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 3,220 | $800.8K | 0.34% | +95+3.0% | Added |
| Boston Research & Management Inc | 3,213 | $799.0K | 0.20% | 00.0% | Unchanged |
| First United Bank Trust | 3,204 | $796.7K | 0.30% | −44−1.4% | Reduced |
| Insight 2811, Inc. | 3,203 | $796.5K | 0.40% | −221−6.5% | Reduced |
| Roth Financial Partners LLC | 3,200 | $795.7K | 0.31% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 3,183 | $791.5K | 0.11% | −651−17.0% | Reduced |
| Vaughan & Co Securities, Inc. | 3,181 | $791.0K | 0.49% | −962−23.2% | Reduced |
| First National Corp | 3,177 | $790.0K | 0.17% | −10−0.3% | Reduced |
| E&G Advisors, LP | 3,170 | $788.3K | 0.22% | +200+6.7% | Added |
| Davidson Trust Co | 3,162 | $786.3K | 0.37% | +179+6.0% | Added |
| Persium Advisors, LLC | 3,160 | $785.8K | 0.74% | +72+2.3% | Added |
| Indiana Trust & Investment Management CO | 3,160 | $785.8K | 0.28% | +120+3.9% | Added |
| Allred Capital Management, LLC | 3,147 | $782.5K | 0.31% | +3+0.1% | Added |
| Sandy Cove Advisors, LLC | 3,146 | $782.4K | 0.31% | +123+4.1% | Added |
| Beach Investment Counsel Inc | 3,144 | $782.0K | 0.12% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 3,141 | $781.1K | 0.08% | +9+0.3% | Added |
| Financial Advisors Network, Inc. | 3,132 | $778.8K | 0.13% | −314−9.1% | Reduced |
| FORM Wealth Advisors, LLC | 3,126 | $777.4K | 0.11% | +3,126 | New |
| Options Solutions, LLC | 3,124 | $776.8K | 0.37% | +105+3.5% | Added |
| Bouchey Financial Group Ltd | 3,123 | $776.5K | 0.07% | −105−3.3% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 3,123 | $776.4K | 0.11% | −86−2.7% | Reduced |
| Dana Investment Advisors, Inc. | 3,108 | $772.8K | 0.03% | 00.0% | Unchanged |
| Kennedy Investment Group | 3,108 | $772.8K | 0.36% | +15+0.5% | Added |
| Kane Investment Management, Inc. | 3,096 | $769.8K | 0.37% | +3,096 | New |
| Maple Capital Management, Inc. | 3,093 | $769.1K | 0.06% | −206−6.2% | Reduced |
| Intrua Financial, LLC | 3,088 | $767.9K | 0.12% | +138+4.7% | Added |
| LifeGuide Financial Advisors, LLC | 3,087 | $767.7K | 0.31% | 00.0% | Unchanged |
| One Capital Management, LLC | 3,083 | $766.8K | 0.03% | +287+10.3% | Added |
| Rowland & Co Investment Counsel | 3,083 | $766.6K | 0.16% | +690+28.8% | Added |
| Lewis Asset Management, LLC | 3,072 | $764.0K | 0.63% | −71−2.3% | Reduced |
| Reik & Co., LLC | 3,072 | $763.9K | 0.18% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 3,058 | $760.5K | 0.29% | −39−1.3% | Reduced |
| Clark Estates Inc | 3,055 | $759.7K | 0.16% | 00.0% | Unchanged |
| Harmony Asset Management LLC | 3,054 | $759.3K | 0.32% | 00.0% | Unchanged |