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 |
|---|---|---|---|---|---|
| Ellenbecker Investment Group | 2,111 | $525.1K | 0.09% | +53+2.6% | Added |
| Davis Investment Partners, LLC | 2,197 | $524.5K | 0.23% | +11+0.5% | Added |
| Lifestyle Asset Management, Inc. | 2,108 | $524.1K | 0.29% | +10+0.5% | Added |
| Newbridge Financial Services Group, Inc. | 2,102 | $522.7K | 0.13% | +190+9.9% | Added |
| Clarity Wealth Advisors, LLC | 2,101 | $522.4K | 0.14% | +200+10.5% | Added |
| Union Savings Bank | 2,096 | $521.2K | 0.25% | +45+2.2% | Added |
| Mill Creek Capital Advisors, LLC | 2,092 | $520.2K | 0.01% | +14+0.7% | Added |
| Sentinus, LLC | 2,092 | $520.1K | 0.15% | +322+18.2% | Added |
| Stillwater Wealth Management Group | 2,090 | $519.7K | 0.45% | −25−1.2% | Reduced |
| Peoples Bank | 2,089 | $519.5K | 0.34% | −10−0.5% | Reduced |
| Towercrest Capital Management | 2,087 | $518.9K | 0.10% | −500−19.3% | Reduced |
| Centerline Wealth Advisors, LLC | 2,084 | $518.3K | 0.31% | +10.0% | Added |
| Close Asset Management Ltd | 2,083 | $518.0K | 0.01% | 00.0% | Unchanged |
| Readystate Asset Management LP | 2,079 | $517.0K | 0.03% | +2,079 | New |
| FORA Capital, LLC | 2,078 | $516.7K | 0.05% | +2,078 | New |
| Alliance Wealth Management Group | 2,078 | $516.7K | 0.14% | 00.0% | Unchanged |
| Marietta Wealth Management, LLC | 2,076 | $516.2K | 0.08% | −19−0.9% | Reduced |
| Retirement Guys Formula LLC | 2,126 | $516.2K | 0.26% | +995+88.0% | Added |
| Lazard Freres Gestion S.A.S. | 2,078 | $516.0K | 0.01% | 00.0% | Unchanged |
| Walleye Capital LLC | 2,075 | $516.0K | 0.01% | +2,075 | New |
| Gerber Kawasaki Wealth & Investment Management | 2,070 | $514.7K | 0.02% | +655+46.3% | Added |
| KWB Wealth | 2,341 | $514.7K | 0.06% | +103+4.6% | Added |
| Tealwood Asset Management Inc | 2,068 | $514.0K | 0.24% | −406−16.4% | Reduced |
| Drive Wealth Management, LLC | 2,062 | $512.9K | 0.12% | +20+1.0% | Added |
| Morton Capital Management LLC | 2,059 | $512.0K | 0.10% | +122+6.3% | Added |
| Novus Advisors, LLC | 2,057 | $511.6K | 0.52% | −126−5.8% | Reduced |
| Sepio Capital, LP | 2,056 | $511.2K | 0.04% | 00.0% | Unchanged |
| Chelsea Counsel Co | 2,055 | $511.0K | 0.28% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 2,054 | $510.8K | 0.07% | +537+35.4% | Added |
| HCR Wealth Advisors | 2,053 | $510.5K | 0.07% | +300+17.1% | Added |
| Michael S. Ryan, Inc. | 2,052 | $510.3K | 0.36% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 2,052 | $510.3K | 0.41% | +61+3.1% | Added |
| Coastal Investment Advisors, Inc. | 2,052 | $510.2K | 0.23% | −496−19.5% | Reduced |
| Systematic Alpha Investments, LLC | 2,040 | $507.3K | 0.02% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 2,037 | $506.6K | 0.04% | −7,978−79.7% | Reduced |
| Evernest Financial Advisors, LLC | 2,037 | $506.5K | 0.18% | +269+15.2% | Added |
| Wambolt & Associates, LLC | 2,023 | $506.4K | 0.17% | +1,112+122.1% | Added |
| Financial Management Network Inc | 2,243 | $506.4K | 0.11% | +49+2.2% | Added |
| Foster Dykema Cabot & Partners, LLC | 2,036 | $506.3K | 0.04% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 2,029 | $504.6K | 0.09% | +67+3.4% | Added |
| Buckhead Capital Management LLC | 2,029 | $504.5K | 0.16% | −171−7.8% | Reduced |
| KPP Advisory Services LLC | 2,019 | $502.0K | 0.10% | −10.0% | Reduced |
| Optimum Investment Advisors | 2,018 | $501.8K | 0.24% | −396−16.4% | Reduced |
| Worth Asset Management, LLC | 2,018 | $501.7K | 0.27% | −1,490−42.5% | Reduced |
| Key Financial Inc | 2,012 | $500.3K | 0.11% | +5+0.2% | Added |
| Rosenberg Matthew Hamilton | 2,011 | $500.2K | 0.13% | +94+4.9% | Added |
| Kuhn & Co Investment Counsel | 2,007 | $499.1K | 0.42% | 00.0% | Unchanged |
| Birchcreek Wealth Management, LLC | 2,004 | $498.4K | 0.31% | −158−7.3% | Reduced |
| Argus Investors' Counsel, Inc. | 2,004 | $498.3K | 0.38% | −12−0.6% | Reduced |
| Millennium Management LLC | 2,000 | $497.3K | 0.00% | −215,427−99.1% | Reduced |
| Ergawealth Advisors, Inc. | 2,000 | $497.3K | 0.25% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,995 | $496.1K | 0.07% | −794−28.5% | Reduced |
| W Advisors, LLC | 1,994 | $495.8K | 0.31% | +23+1.2% | Added |
| KRS Capital Management, LLC | 1,990 | $494.7K | 0.39% | +656+49.2% | Added |
| Atlas Private Wealth Advisors | 1,984 | $493.6K | 0.07% | +277+16.2% | Added |
| Moseley Investment Management Inc | 1,982 | $492.7K | 0.19% | −34−1.7% | Reduced |
| Rossby Financial, LCC | 2,119 | $492.5K | 0.21% | +1,000+89.4% | Added |
| Enterprise Bank & Trust Co | 1,980 | $492.3K | 0.19% | 00.0% | Unchanged |
| Lodestar Private Asset Management LLC | 1,972 | $490.5K | 0.06% | −181−8.4% | Reduced |
| Schmidt P J Investment Management Inc | 1,970 | $489.9K | 0.09% | 00.0% | Unchanged |
| Matrix Trust Co | 1,968 | $489.0K | 0.08% | +377+23.7% | Added |
| Balboa Wealth Partners | 1,961 | $487.7K | 0.12% | −300−13.3% | Reduced |
| Tandem Investment Partners LLC | 1,959 | $487.1K | 0.48% | −38−1.9% | Reduced |
| Security Financial Services, INC. | 1,958 | $486.9K | 0.10% | +54+2.8% | Added |
| Leelyn Smith, LLC | 1,953 | $485.7K | 0.09% | −184−8.6% | Reduced |
| Keb Asset Management, LLC | 1,953 | $485.7K | 0.14% | +2+0.1% | Added |
| CKW Financial Group | 1,938 | $485.0K | 0.06% | +6+0.3% | Added |
| Reuter James Wealth Management, LLC | 1,950 | $484.9K | 0.08% | −320−14.1% | Reduced |
| True Link Financial Advisors, LLC | 1,948 | $484.4K | 0.04% | +28+1.5% | Added |
| WNY Asset Management, LLC | 1,946 | $483.9K | 0.06% | +121+6.6% | Added |
| RBA Wealth Management, LLC | 1,944 | $483.5K | 0.19% | −56−2.8% | Reduced |
| Summit Wealth Partners, LLC | 1,936 | $481.3K | 0.10% | +1+0.1% | Added |
| BOS Asset Management, LLC | 1,928 | $479.4K | 0.16% | 00.0% | Unchanged |
| Hoey Investments, Inc | 1,926 | $478.9K | 0.09% | 00.0% | Unchanged |
| Values Added Financial LLC | 1,926 | $478.9K | 0.27% | +96+5.2% | Added |
| Affinity Capital Advisors, LLC | 2,028 | $477.6K | 0.09% | −28−1.4% | Reduced |
| CFM Wealth Partners LLC | 1,920 | $477.4K | 0.08% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,920 | $477.4K | 0.01% | +29+1.5% | Added |
| Green Harvest Asset Management LLC | 1,919 | $477.3K | 0.01% | +667+53.3% | Added |
| Gill Capital Partners, LLC | 1,915 | $476.2K | 0.16% | +529+38.2% | Added |
| Parvin Asset Management, LLC | 1,914 | $475.9K | 0.53% | −36−1.8% | Reduced |
| PSI Advisors, LLC | 1,913 | $475.8K | 0.15% | −61−3.1% | Reduced |
| OMNI 360 Wealth, Inc. | 1,907 | $474.2K | 0.32% | −18−0.9% | Reduced |
| Lyell Wealth Management, LP | 1,906 | $473.9K | 0.04% | 00.0% | Unchanged |
| Coastline Trust Co | 1,905 | $473.7K | 0.06% | 00.0% | Unchanged |
| Silvia McColl Wealth Management, LLC | 1,901 | $472.7K | 0.36% | 00.0% | Unchanged |
| Gradient Capital Advisors, LLC | 1,901 | $472.6K | 0.15% | +4+0.2% | Added |
| Capital Counsel LLC | 1,900 | $472.5K | 0.02% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 1,882 | $468.0K | 0.06% | +59+3.2% | Added |
| Lakeside Advisors, INC. | 1,880 | $467.5K | 0.31% | −100−5.1% | Reduced |
| King Wealth | 1,878 | $467.0K | 0.07% | −436−18.8% | Reduced |
| Cadinha & Co LLC | 1,875 | $466.2K | 0.10% | −445−19.2% | Reduced |
| Vista Capital Partners, Inc. | 1,874 | $466.0K | 0.06% | +5+0.3% | Added |
| Presilium Private Wealth, LLC | 1,873 | $465.8K | 0.10% | +10+0.5% | Added |
| Beacon Financial Strategies CORP | 1,870 | $465.0K | 0.31% | +92+5.2% | Added |
| Fortis Capital Advisors, LLC | 1,868 | $464.5K | 0.09% | +1,868 | New |
| Central Bank & Trust Co | 1,867 | $464.2K | 0.08% | +8+0.4% | Added |
| Baker Boyer National Bank | 1,866 | $464.0K | 0.17% | 00.0% | Unchanged |
| Kentucky Trust Co | 1,863 | $463.3K | 0.28% | 00.0% | Unchanged |
| Community Bank of Raymore | 1,860 | $462.5K | 0.37% | 00.0% | Unchanged |