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 |
|---|---|---|---|---|---|
| North Point Portfolio Managers Corp | 1,316 | $327.2K | 0.06% | 00.0% | Unchanged |
| Jag Capital Management, LLC | 1,310 | $325.7K | 0.04% | −40−3.0% | Reduced |
| West Coast Financial LLC | 1,310 | $325.7K | 0.04% | +28+2.2% | Added |
| M. Kulyk & Associates, LLC | 1,309 | $325.6K | 0.07% | −16−1.2% | Reduced |
| Vestia Personal Wealth Advisors | 1,305 | $324.5K | 0.26% | +11+0.9% | Added |
| MBB Public Markets I LLC | 1,305 | $324.5K | 0.04% | +1,305 | New |
| Baker Tilly Wealth Management, LLC | 1,305 | $324.5K | 0.13% | −333−20.3% | Reduced |
| Private Wealth Management Group, LLC | 1,304 | $324.3K | 0.12% | −88−6.3% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 1,303 | $324.0K | 0.15% | +159+13.9% | Added |
| Malaga Cove Capital, LLC | 1,300 | $323.3K | 0.14% | +1,300 | New |
| Crews Bank & Trust | 1,296 | $322.3K | 0.05% | −37−2.8% | Reduced |
| Holos Integrated Wealth LLC | 1,293 | $321.5K | 0.21% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 1,291 | $321.0K | 0.09% | −9−0.7% | Reduced |
| FSA Wealth Management LLC | 1,291 | $320.9K | 0.14% | −8−0.6% | Reduced |
| LifeSteps Financial, Inc. | 1,289 | $320.4K | 0.26% | +3+0.2% | Added |
| Retirement Solution Inc. | 1,278 | $317.9K | 0.09% | +4+0.3% | Added |
| Hopwood Financial Services, Inc. | 1,277 | $317.5K | 0.25% | 00.0% | Unchanged |
| Moody Aldrich Partners LLC | 1,276 | $317.3K | 0.07% | −862−40.3% | Reduced |
| Serenus Wealth Advisors, LLC | 1,275 | $317.2K | 0.05% | +1,275 | New |
| Patron Partners Advisors, LLC | 1,275 | $317.1K | 0.17% | +1,275 | New |
| Melfa Wealth Management, LLC | 1,275 | $317.0K | 0.21% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 1,276 | $317.0K | 0.00% | +194+17.9% | Added |
| Fingerlakes Wealth Management, Inc. | 1,273 | $316.6K | 0.27% | +119+10.3% | Added |
| Ashford Capital Management Inc | 1,272 | $316.3K | 0.04% | −137−9.7% | Reduced |
| Castleview Partners, LLC | 1,272 | $316.3K | 0.21% | −336−20.9% | Reduced |
| Lincoln Capital LLC | 1,312 | $316.1K | 0.07% | 00.0% | Unchanged |
| Prepared Retirement Institute LLC | 1,271 | $315.9K | 0.20% | −309−19.6% | Reduced |
| Enzi Wealth | 1,378 | $315.9K | 0.13% | −4−0.3% | Reduced |
| Willow Creek Wealth Management Inc. | 1,269 | $315.6K | 0.03% | +4+0.3% | Added |
| Campion Asset Management LLC | 1,268 | $315.3K | 0.24% | 00.0% | Unchanged |
| Litman Gregory Asset Management LLC | 1,267 | $315.1K | 0.03% | 00.0% | Unchanged |
| Beck Capital Management, LLC | 1,258 | $312.7K | 0.09% | +4+0.3% | Added |
| Latitude Advisors, LLC | 1,255 | $312.1K | 0.18% | −366−22.6% | Reduced |
| Global Wealth Strategies & Associates | 1,255 | $312.1K | 0.09% | +10+0.8% | Added |
| Private Advisory Group LLC | 1,250 | $310.8K | 0.04% | +245+24.4% | Added |
| Biltmore Wealth Management, LLC | 1,249 | $310.6K | 0.13% | +15+1.2% | Added |
| Prosperitas Financial LLC | 1,248 | $310.3K | 0.16% | +6+0.5% | Added |
| Belmont Capital, LLC | 1,248 | $310.3K | 0.06% | 00.0% | Unchanged |
| NavPoint Financial, Inc. | 1,247 | $310.1K | 0.22% | 00.0% | Unchanged |
| NBW Capital LLC | 1,247 | $310.1K | 0.07% | +120+10.6% | Added |
| Accretive Wealth Partners, LLC | 1,245 | $310.1K | 0.11% | +1,245 | New |
| Monterey Private Wealth, Inc. | 1,246 | $309.7K | 0.09% | −420−25.2% | Reduced |
| Taylor Financial Group, Inc. | 1,245 | $309.6K | 0.22% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 1,236 | $307.3K | 0.12% | −171−12.2% | Reduced |
| Great Diamond Partners, LLC | 1,235 | $307.1K | 0.08% | 00.0% | Unchanged |
| GLOBALT Investments LLC | 1,235 | $307.1K | 0.01% | 00.0% | Unchanged |
| Weinberger Asset Management, Inc | 1,232 | $306.3K | 0.13% | +293+31.2% | Added |
| Canvas Wealth Advisors, LLC | 1,270 | $306.1K | 0.08% | +169+15.3% | Added |
| Decker Retirement Planning Inc. | 1,230 | $305.9K | 0.19% | −575−31.9% | Reduced |
| US Financial Advisors, LLC | 1,230 | $305.8K | 0.09% | 00.0% | Unchanged |
| Elgethun Capital Management | 1,229 | $305.6K | 0.07% | +7+0.6% | Added |
| Gould Asset Management LLC | 1,228 | $305.4K | 0.06% | +100+8.9% | Added |
| Bernardo Wealth Planning LLC | 1,227 | $305.0K | 0.07% | +36+3.0% | Added |
| Alesco Advisors LLC | 1,225 | $304.6K | 0.01% | +1,225 | New |
| Liberty Capital Management, Inc. | 1,224 | $304.4K | 0.07% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 1,223 | $304.1K | 0.01% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 1,238 | $303.9K | 0.10% | −1,703−57.9% | Reduced |
| Arlington Trust Co LLC | 1,221 | $303.6K | 0.06% | −725−37.3% | Reduced |
| Hamilton Capital, LLC | 1,221 | $303.6K | 0.02% | −338−21.7% | Reduced |
| Avalon Trust Co | 1,220 | $303.4K | 0.02% | +166+15.7% | Added |
| CTC Alternative Strategies, Ltd. | 1,220 | $303.4K | 0.37% | +1,220 | New |
| Tranquilli Financial Advisor LLC | 1,211 | $301.1K | 0.19% | −484−28.6% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 1,211 | $301.1K | 0.34% | 00.0% | Unchanged |
| Blalock Williams, LLC | 1,210 | $300.9K | 0.34% | +78+6.9% | Added |
| KFG Wealth Management, LLC | 1,206 | $299.8K | 0.05% | −99−7.6% | Reduced |
| BancFirst Trust & Investment Management | 1,226 | $299.1K | 0.15% | 00.0% | Unchanged |
| Lanham O'Dell & Company, Inc. | 1,202 | $299.0K | 0.17% | −179−13.0% | Reduced |
| Woodstock Corp | 1,202 | $298.9K | 0.03% | 00.0% | Unchanged |
| Capasso Planning Partners LLC | 1,202 | $298.9K | 0.13% | 00.0% | Unchanged |
| Doliver Advisors, LP | 1,201 | $298.6K | 0.08% | +258+27.4% | Added |
| Darden Wealth Group Inc | 1,200 | $298.4K | 0.23% | −50−4.0% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 1,200 | $298.4K | 0.13% | 00.0% | Unchanged |
| Front Row Advisors LLC | 1,200 | $298.4K | 0.11% | 00.0% | Unchanged |
| Consolidated Capital Management, LLC | 1,200 | $298.4K | 0.12% | +1,200 | New |
| First Commonwealth Financial Corp | 1,199 | $298.1K | 0.07% | −118−9.0% | Reduced |
| Tru Independence Asset Management 2, LLC | 1,206 | $298.0K | 0.22% | +1,206 | New |
| Gateway Wealth Partners, LLC | 1,197 | $297.7K | 0.07% | +1+0.1% | Added |
| Vishria Bird Financial Group, LLC | 1,194 | $296.9K | 0.10% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 1,192 | $296.4K | 0.03% | −817−40.7% | Reduced |
| Encompass Wealth Advisors, LLC | 1,190 | $296.0K | 0.12% | −220−15.6% | Reduced |
| Curio Wealth, LLC | 4 | $295.9K | 0.15% | −397−99.0% | Reduced |
| Colonial Trust Advisors | 1,189 | $295.8K | 0.03% | +154+14.9% | Added |
| TAGStone Capital, Inc. | 1,185 | $295.0K | 0.15% | +5+0.4% | Added |
| Professional Financial Advisors, LLC | 1,186 | $294.9K | 0.07% | 00.0% | Unchanged |
| Hudson Value Partners, LLC | 1,186 | $294.9K | 0.11% | +1,186 | New |
| Chemung Canal Trust Co | 1,185 | $294.7K | 0.06% | 00.0% | Unchanged |
| Jackson Thornton Asset Management, LLC | 1,232 | $294.2K | 0.04% | +1,232 | New |
| Cascades Capital Asset Management, LLC | 1,177 | $292.6K | 0.16% | +11+0.9% | Added |
| Walker Asset Management, LLC | 1,176 | $292.5K | 0.18% | +1+0.1% | Added |
| Dominguez Wealth Management Solutions, Inc. | 1,176 | $292.5K | 0.21% | +5+0.4% | Added |
| Dupree Financial Group, LLC | 1,176 | $292.4K | 0.12% | −13−1.1% | Reduced |
| Flower City Capital | 1,174 | $291.9K | 0.19% | +1,174 | New |
| LeConte Wealth Management, LLC | 1,172 | $291.4K | 0.19% | +1,172 | New |
| Chapin Davis, Inc. | 1,170 | $290.8K | 0.10% | +99+9.2% | Added |
| Johnson Bixby & Associates, LLC | 1,169 | $290.7K | 0.04% | −40−3.3% | Reduced |
| CHB Investment Group, LLC | 1,166 | $290.0K | 0.15% | 00.0% | Unchanged |
| WESPAC Advisors, LLC | 1,165 | $289.7K | 0.24% | 00.0% | Unchanged |
| Cypress Financial Planning LLC | 1,164 | $289.5K | 0.10% | +2+0.2% | Added |
| Cornerstone Planning Group LLC | 1,177 | $289.1K | 0.07% | +96+8.9% | Added |
| Vestor Capital, LLC | 1,161 | $289.0K | 0.02% | +17+1.5% | Added |