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
- 3,268
- +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
- 1,252 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 | 3,496 | $143.7B |
| Q4 2025 | 3,707 | $177.2B |
| Q3 2025 | 3,424 | $163.1B |
| Q2 2025 | 3,411 | $172.7B |
| Q1 2025 | 3,268 | $145.7B |
| Q4 2024 | 3,147 | $126.2B |
| Q3 2024 | 2,941 | $124.7B |
| Q2 2024 | 2,764 | $95.1B |
| Q1 2024 | 2,809 | $104.2B |
| Q4 2023 | 2,686 | $88.4B |
| Q3 2023 | 2,468 | $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 |
|---|---|---|---|---|---|
| Independent Financial Group, LLC | 30,405 | $7.56M | 0.26% | +13,415+79.0% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 30,288 | $7.53M | 0.43% | +1,689+5.9% | Added |
| Farmers & Merchants Investments Inc | 30,282 | $7.53M | 0.24% | +174+0.6% | Added |
| Principal Street Partners, LLC | 30,206 | $7.51M | 1.40% | +557+1.9% | Added |
| Searle & Co. | 30,195 | $7.51M | 2.14% | +20.0% | Added |
| KMG Fiduciary Partners, LLC | 30,173 | $7.50M | 0.62% | −1,055−3.4% | Reduced |
| Essex Financial Services, Inc. | 30,141 | $7.49M | 0.54% | −4,038−11.8% | Reduced |
| KWMG, LLC | 30,133 | $7.49M | 0.76% | −849−2.7% | Reduced |
| Oddo BHF Asset Management SAS | 30,027 | $7.47M | 0.31% | +409+1.4% | Added |
| Hall Laurie J Trustee | 29,958 | $7.45M | 2.66% | −871−2.8% | Reduced |
| Holderness Investments Co | 29,763 | $7.40M | 1.73% | +306+1.0% | Added |
| Capital Planning Advisors, LLC | 29,710 | $7.39M | 1.14% | +17+0.1% | Added |
| Alberta Investment Management Corp | 29,700 | $7.39M | 0.05% | +29,700 | New |
| IFP Advisors, Inc | 29,678 | $7.38M | 0.23% | +6,424+27.6% | Added |
| Bonness Enterprises Inc | 29,564 | $7.35M | 2.40% | 00.0% | Unchanged |
| LaFleur & Godfrey LLC | 29,541 | $7.35M | 1.00% | −248−0.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 29,408 | $7.31M | 0.12% | +49+0.2% | Added |
| Royal Fund Management, LLC | 28,943 | $7.30M | 0.87% | +841+3.0% | Added |
| Buckingham Strategic Partners | 29,318 | $7.29M | 0.11% | −289−1.0% | Reduced |
| Level Four Advisory Services, LLC | 29,295 | $7.28M | 0.30% | +267+0.9% | Added |
| Goelzer Investment Management, Inc. | 29,218 | $7.27M | 0.42% | −6,677−18.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 29,153 | $7.25M | 0.18% | +1,249+4.5% | Added |
| E Fund Management Co., Ltd. | 29,139 | $7.25M | 0.35% | +2,269+8.4% | Added |
| South State Corp. | 29,091 | $7.23M | 0.33% | +2,639+10.0% | Added |
| Private Wealth Asset Management, LLC | 29,087 | $7.23M | 1.04% | +29,087 | New |
| Moloney Securities Asset Management, LLC | 29,063 | $7.23M | 0.98% | −1,621−5.3% | Reduced |
| Capital Investment Counsel, LLC | 28,959 | $7.20M | 1.19% | +42+0.1% | Added |
| Fulton Bank, N.A. | 28,950 | $7.20M | 0.29% | −1,727−5.6% | Reduced |
| Birmingham Capital Management Co Inc | 28,918 | $7.19M | 2.71% | −1,940−6.3% | Reduced |
| Aspen Grove Capital, LLC | 28,908 | $7.19M | 1.38% | +110+0.4% | Added |
| 1st Source Bank | 28,894 | $7.18M | 0.42% | −1,766−5.8% | Reduced |
| Change Path, LLC | 28,866 | $7.18M | 0.21% | +3,177+12.4% | Added |
| Factory Mutual Insurance Co | 28,800 | $7.16M | 0.08% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 28,793 | $7.16M | 0.86% | −2,074−6.7% | Reduced |
| Ostrum Asset Management | 28,734 | $7.14M | 0.38% | −8,961−23.8% | Reduced |
| Tocqueville Asset Management L.P. | 28,728 | $7.14M | 0.12% | +325+1.1% | Added |
| Parallel Advisors, LLC | 28,730 | $7.14M | 0.16% | −799−2.7% | Reduced |
| Bowen Hanes & Co Inc | 28,670 | $7.13M | 0.20% | +17,540+157.6% | Added |
| Shilanski & Associates, Inc. | 28,572 | $7.10M | 2.22% | −1,039−3.5% | Reduced |
| Resources Investment Advisors, LLC. | 28,404 | $7.06M | 0.08% | +2,719+10.6% | Added |
| Prosperity Consulting Group, LLC | 28,356 | $7.05M | 0.55% | +241+0.9% | Added |
| Tokio Marine Asset Management Co Ltd | 28,212 | $7.02M | 0.25% | +1,732+6.5% | Added |
| Tufton Capital Management | 28,192 | $7.01M | 1.35% | +451+1.6% | Added |
| Merit Financial Group, LLC | 28,176 | $7.01M | 0.11% | +7,351+35.3% | Added |
| Strategic Planning Group, LLC | 28,158 | $7.00M | 1.37% | −6,194−18.0% | Reduced |
| Horizon Investments, LLC | 28,315 | $6.99M | 0.21% | +467+1.7% | Added |
| We Are One Seven, LLC | 28,073 | $6.98M | 0.27% | +1,729+6.6% | Added |
| Cary Street Partners Financial LLC | 27,990 | $6.96M | 0.22% | −162−0.6% | Reduced |
| Atomi Financial Group, Inc. | 27,930 | $6.95M | 0.32% | +2,695+10.7% | Added |
| Convergence Investment Partners, LLC | 27,898 | $6.94M | 1.92% | +6,347+29.5% | Added |
| FLC Capital Advisors | 27,793 | $6.91M | 1.55% | +53+0.2% | Added |
| Foresight Capital Management Advisors, Inc. | 27,688 | $6.88M | 4.27% | −389−1.4% | Reduced |
| Morgan Dempsey Capital Management LLC | 27,668 | $6.88M | 2.87% | −11,299−29.0% | Reduced |
| Jacobi Capital Management LLC | 27,609 | $6.87M | 0.51% | +323+1.2% | Added |
| Hamilton Point Investment Advisors, LLC | 27,583 | $6.86M | 1.23% | +265+1.0% | Added |
| BCJ Capital Management, LLC | 27,513 | $6.84M | 0.49% | +22,396+437.7% | Added |
| Hanson & Doremus Investment Management | 27,466 | $6.83M | 1.00% | +1,626+6.3% | Added |
| Badgley Phelps Wealth Managers, LLC | 27,243 | $6.77M | 0.16% | +23,325+595.3% | Added |
| Farther Finance Advisors, LLC | 26,892 | $6.73M | 0.17% | +8,664+47.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 27,024 | $6.72M | 0.01% | −800,976−96.7% | Reduced |
| Hayek Kallen Investment Management | 26,817 | $6.67M | 2.46% | −428−1.6% | Reduced |
| First Citizens Bank & Trust Co | 26,805 | $6.67M | 0.17% | −21,496−44.5% | Reduced |
| Bremer Bank National Association | 26,727 | $6.65M | 1.18% | +2,730+11.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 26,688 | $6.64M | 0.48% | −9,458−26.2% | Reduced |
| Empire Financial Management Company, LLC | 26,625 | $6.62M | 2.05% | −723−2.6% | Reduced |
| Mutual Advisors, LLC | 28,443 | $6.61M | 0.19% | −9,741−25.5% | Reduced |
| Resources Management Corp | 26,204 | $6.52M | 0.92% | +83+0.3% | Added |
| Ironwood Investment Counsel, LLC | 26,103 | $6.49M | 1.12% | −452−1.7% | Reduced |
| Consolidated Planning Corp | 25,951 | $6.45M | 0.89% | +1,038+4.2% | Added |
| Iowa State Bank | 25,878 | $6.43M | 1.37% | −1,217−4.5% | Reduced |
| Sagespring Wealth Partners, LLC | 25,762 | $6.41M | 0.16% | +1,991+8.4% | Added |
| Winton Group Ltd | 25,647 | $6.38M | 0.39% | −844−3.2% | Reduced |
| Picton Mahoney Asset Management | 25,585 | $6.36M | 0.22% | +25,580+511,600.0% | Added |
| Moneta Group Investment Advisors LLC | 25,580 | $6.36M | 0.09% | +4,024+18.7% | Added |
| Hilton Capital Management, LLC | 25,506 | $6.34M | 0.54% | +609+2.4% | Added |
| Arkadios Wealth Advisors | 25,470 | $6.33M | 0.24% | +7,484+41.6% | Added |
| U.S. Capital Wealth Advisors, LLC | 25,390 | $6.31M | 0.19% | −51,496−67.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 25,388 | $6.31M | 0.28% | −265−1.0% | Reduced |
| Stock Yards Bank & Trust Co | 25,334 | $6.30M | 0.22% | +856+3.5% | Added |
| Hantz Financial Services, Inc. | 25,246 | $6.28M | 0.11% | −596−2.3% | Reduced |
| Brighton Jones LLC | 25,177 | $6.26M | 0.20% | +4,166+19.8% | Added |
| Vectors Research Management, LLC | 25,003 | $6.22M | 2.17% | −110.0% | Reduced |
| SGL Investment Advisors, Inc. | 24,423 | $6.21M | 3.21% | −34−0.1% | Reduced |
| Wellington Shields & Co., LLC | 24,950 | $6.20M | 1.94% | +764+3.2% | Added |
| Farmers National Bank | 24,928 | $6.20M | 1.75% | +2,250+9.9% | Added |
| Spectrum Wealth Counsel, LLC | 24,831 | $6.17M | 0.74% | +23,719+2,133.0% | Added |
| Squarepoint Ops LLC | 24,830 | $6.17M | 0.02% | −388,934−94.0% | Reduced |
| SS&H Financial Advisors, Inc. | 24,815 | $6.17M | 2.30% | −250−1.0% | Reduced |
| Crestwood Advisors Group LLC | 24,637 | $6.13M | 0.12% | +1,772+7.7% | Added |
| Hodges Capital Management Inc. | 24,602 | $6.12M | 0.62% | −24,582−50.0% | Reduced |
| Kinneret Advisory, LLC | 24,500 | $6.09M | 0.61% | −83−0.3% | Reduced |
| Central Trust Co | 24,388 | $6.06M | 0.15% | −649−2.6% | Reduced |
| Jackson Hole Capital Partners, LLC | 24,110 | $6.00M | 1.19% | −969−3.9% | Reduced |
| Mendel Money Management | 24,040 | $5.98M | 2.83% | −3,072−11.3% | Reduced |
| HGK Asset Management Inc | 24,034 | $5.98M | 1.22% | −6,064−20.1% | Reduced |
| Argyle Capital Management Inc. | 23,935 | $5.95M | 2.21% | +195+0.8% | Added |
| Park Avenue Securities LLC | 23,895 | $5.94M | 0.07% | +3,871+19.3% | Added |
| Wahed Invest LLC | 23,865 | $5.93M | 1.03% | +644+2.8% | Added |
| Hilltop Holdings Inc. | 23,845 | $5.93M | 0.37% | −657−2.7% | Reduced |
| Silverlake Wealth Management LLC | 23,767 | $5.91M | 2.27% | −361−1.5% | Reduced |