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, Q2 2025
Institutional positions in International Business Machines Corp as of Jun 30, 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
- 3,412
- +188 vs. Q1 2025
- Shares held
- 588.3M
- +3.46M (+0.6%) vs. Q1 2025
- Total value
- $172.7B
- +$27.4B (+18.9%) vs. Q1 2025
- New holders
- 305
- 1,338 more added
- Sold out
- 117
- 1,275 more reduced
44 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 | 3,708 | $177.2B |
| Q3 2025 | 3,425 | $163.1B |
| Q2 2025 | 3,412 | $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, Q2 2025
Shares, value and share of portfolio for each institution holding International Business Machines Corp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Beacon Financial Strategies CORP | 1,870 | $551.2K | 0.35% | 00.0% | Unchanged |
| AJ Advisors, LLC | 1,870 | $551.2K | 0.25% | +11+0.6% | Added |
| King Wealth | 1,878 | $554.0K | 0.08% | 00.0% | Unchanged |
| Key Financial Inc | 1,883 | $555.1K | 0.11% | −129−6.4% | Reduced |
| Rockbridge Investment Management, LCC | 1,883 | $555.1K | 0.06% | +1+0.1% | Added |
| MPS Loria Financial Planners, LLC | 1,887 | $556.3K | 0.16% | −254−11.9% | Reduced |
| Rexford Capital Inc | 1,891 | $557.4K | 0.46% | +1,891 | New |
| Flynn Zito Capital Management, LLC | 1,897 | $559.3K | 0.24% | +213+12.6% | Added |
| Motco | 2,210 | $559.5K | 0.05% | +389+21.4% | Added |
| Parvin Asset Management, LLC | 1,900 | $560.1K | 0.58% | −14−0.7% | Reduced |
| Cadinha & Co LLC | 1,900 | $560.1K | 0.09% | +25+1.3% | Added |
| Allstate Corp | 1,901 | $560.4K | 0.04% | −30,246−94.1% | Reduced |
| Silvia McColl Wealth Management, LLC | 1,901 | $560.4K | 0.41% | 00.0% | Unchanged |
| Coastline Trust Co | 1,905 | $561.6K | 0.06% | 00.0% | Unchanged |
| Beacon Harbor Wealth Advisors, Inc. | 1,906 | $561.9K | 0.14% | −31,708−94.3% | Reduced |
| True Link Financial Advisors, LLC | 1,906 | $561.9K | 0.04% | −42−2.2% | Reduced |
| PSI Advisors, LLC | 1,906 | $561.9K | 0.28% | −7−0.4% | Reduced |
| OMNI 360 Wealth, Inc. | 1,907 | $562.1K | 0.35% | 00.0% | Unchanged |
| Financial Symmetry Inc | 1,908 | $562.4K | 0.29% | +54+2.9% | Added |
| Gill Capital Partners, LLC | 1,915 | $564.5K | 0.18% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 1,920 | $566.0K | 0.09% | 00.0% | Unchanged |
| CKW Financial Group | 1,943 | $566.0K | 0.07% | +5+0.3% | Added |
| Gerber Kawasaki Wealth & Investment Management | 1,920 | $566.1K | 0.02% | −150−7.2% | Reduced |
| Hoey Investments, Inc | 1,926 | $567.7K | 0.08% | 00.0% | Unchanged |
| BOS Asset Management, LLC | 1,928 | $568.3K | 0.18% | 00.0% | Unchanged |
| Clarity Wealth Advisors, LLC | 1,937 | $571.0K | 0.14% | −164−7.8% | Reduced |
| W Advisors, LLC | 1,937 | $571.0K | 0.33% | −57−2.9% | Reduced |
| Sivia Capital Partners, LLC | 1,938 | $571.4K | 0.19% | +186+10.6% | Added |
| Reuter James Wealth Management, LLC | 1,944 | $573.1K | 0.09% | −6−0.3% | Reduced |
| Gradient Capital Advisors, LLC | 1,948 | $574.1K | 0.17% | +47+2.5% | Added |
| Centric Wealth Management | 2,370 | $574.1K | 0.14% | +76+3.3% | Added |
| Glass Wealth Management Co LLC | 1,950 | $574.8K | 0.31% | −175−8.2% | Reduced |
| Moseley Investment Management Inc | 1,954 | $575.9K | 0.20% | −28−1.4% | Reduced |
| Keb Asset Management, LLC | 1,955 | $576.4K | 0.14% | +2+0.1% | Added |
| Leelyn Smith, LLC | 1,960 | $577.7K | 0.09% | +7+0.4% | Added |
| Central Bank & Trust Co | 1,962 | $578.4K | 0.09% | +95+5.1% | Added |
| Adams Wealth Management | 1,965 | $579.2K | 0.11% | +1,965 | New |
| CacheTech Inc. | 1,965 | $579.2K | 0.11% | +1,965 | New |
| KRS Capital Management, LLC | 1,970 | $580.6K | 0.39% | −20−1.0% | Reduced |
| Schmidt P J Investment Management Inc | 1,973 | $581.6K | 0.10% | +3+0.2% | Added |
| Lodestar Private Asset Management LLC | 1,974 | $581.8K | 0.07% | +2+0.1% | Added |
| Wambolt & Associates, LLC | 1,998 | $581.8K | 0.20% | −25−1.2% | Reduced |
| Strategic Advocates LLC | 1,976 | $582.5K | 0.17% | +127+6.9% | Added |
| Enterprise Bank & Trust Co | 1,980 | $583.7K | 0.22% | 00.0% | Unchanged |
| Shotwell Rutter Baer Inc | 2,002 | $584.4K | 0.40% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 1,983 | $584.6K | 0.21% | +399+25.2% | Added |
| GPS Wealth Strategies Group, LLC | 1,984 | $584.7K | 0.07% | −11−0.6% | Reduced |
| Ballast Advisors LLC | 1,984 | $585.0K | 0.17% | −364−15.5% | Reduced |
| Resurgent Financial Advisors LLC | 1,985 | $585.2K | 0.32% | +1,985 | New |
| Kuhn & Co Investment Counsel | 1,992 | $587.2K | 0.44% | −15−0.7% | Reduced |
| Rossby Financial, LCC | 1,995 | $588.1K | 0.22% | −124−5.9% | Reduced |
| Stone Point Wealth LLC | 1,996 | $588.4K | 0.18% | +400+25.1% | Added |
| Argus Investors' Counsel, Inc. | 1,998 | $589.0K | 0.42% | −6−0.3% | Reduced |
| Morris Retirement Advisors, LLC | 1,999 | $589.1K | 0.28% | −129−6.1% | Reduced |
| Ergawealth Advisors, Inc. | 2,000 | $589.6K | 0.27% | 00.0% | Unchanged |
| Jmac Enterprises LLC | 2,000 | $589.6K | 0.13% | +2,000 | New |
| Buckhead Capital Management LLC | 2,004 | $590.7K | 0.23% | −25−1.2% | Reduced |
| Kane Investment Management, Inc. | 2,008 | $591.9K | 0.31% | −1,088−35.1% | Reduced |
| Coastal Investment Advisors, Inc. | 2,015 | $593.9K | 0.23% | −37−1.8% | Reduced |
| Nadler Financial Group, Inc. | 2,015 | $594.0K | 0.06% | −568−22.0% | Reduced |
| Fortis Capital Advisors, LLC | 2,016 | $594.3K | 0.11% | +148+7.9% | Added |
| Ambassador Advisors, LLC | 2,017 | $594.6K | 0.09% | −12−0.6% | Reduced |
| Fountainhead AM, LLC | 2,018 | $594.8K | 0.09% | +323+19.1% | Added |
| Optimum Investment Advisors | 2,018 | $594.9K | 0.26% | 00.0% | Unchanged |
| KWB Wealth | 2,394 | $595.3K | 0.07% | +53+2.3% | Added |
| Elyxium Wealth, LLC | 2,020 | $595.5K | 0.22% | +644+46.8% | Added |
| New World Advisors LLC | 2,026 | $597.2K | 0.13% | +588+40.9% | Added |
| Northwest Financial Advisors | 2,026 | $597.3K | 0.83% | −1,901−48.4% | Reduced |
| Tripletail Wealth Management, LLC | 2,504 | $597.4K | 0.85% | +2,504 | New |
| Fragasso Group Inc. | 2,031 | $598.7K | 0.04% | +355+21.2% | Added |
| Matrix Trust Co | 2,032 | $599.0K | 0.10% | +64+3.3% | Added |
| KPP Advisory Services LLC | 2,035 | $599.9K | 0.10% | +16+0.8% | Added |
| Foster Dykema Cabot & Partners, LLC | 2,036 | $600.2K | 0.04% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 2,040 | $601.4K | 0.02% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 2,043 | $602.1K | 0.04% | −25,470−92.6% | Reduced |
| Sepio Capital, LP | 2,044 | $602.5K | 0.04% | −12−0.6% | Reduced |
| Norris Perne & French LLP | 2,049 | $604.0K | 0.04% | −71−3.3% | Reduced |
| Atlas Private Wealth Advisors | 2,050 | $604.6K | 0.08% | +66+3.3% | Added |
| Hummer Financial Advisory Services Inc | 2,052 | $604.9K | 0.45% | 00.0% | Unchanged |
| Close Asset Management Ltd | 2,054 | $605.0K | 0.02% | −29−1.4% | Reduced |
| Chelsea Counsel Co | 2,055 | $605.8K | 0.30% | 00.0% | Unchanged |
| Michael S. Ryan, Inc. | 2,055 | $605.8K | 0.38% | +3+0.1% | Added |
| 626 Financial, LLC | 2,056 | $606.1K | 0.28% | −62−2.9% | Reduced |
| Milestones Private Investment Advisors LLC | 2,058 | $606.8K | 0.45% | +2,058 | New |
| Fiduciary Financial Group, LLC | 2,093 | $609.5K | 0.11% | +117+5.9% | Added |
| Tealwood Asset Management Inc | 2,068 | $610.0K | 0.27% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 2,070 | $610.3K | 0.14% | −2,371−53.4% | Reduced |
| Marietta Wealth Management, LLC | 2,076 | $612.0K | 0.08% | 00.0% | Unchanged |
| Lazard Freres Gestion S.A.S. | 2,078 | $612.0K | 0.01% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 2,078 | $612.4K | 0.18% | +394+23.4% | Added |
| Mill Creek Capital Advisors, LLC | 2,078 | $612.6K | 0.01% | −14−0.7% | Reduced |
| Alliance Wealth Management Group | 2,078 | $612.6K | 0.16% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 2,080 | $613.0K | 0.07% | +134+6.9% | Added |
| Centerline Wealth Advisors, LLC | 2,086 | $614.9K | 0.30% | +2+0.1% | Added |
| Towercrest Capital Management | 2,086 | $614.9K | 0.11% | −10.0% | Reduced |
| Coston, McIsaac & Partners | 2,093 | $617.0K | 0.16% | −372−15.1% | Reduced |
| ForthRight Wealth Management, LLC | 2,102 | $619.6K | 0.19% | +1,251+147.0% | Added |
| Advus Financial Partners, LLC | 2,103 | $619.9K | 0.16% | +98+4.9% | Added |
| MSH Capital Advisors LLC | 2,105 | $620.5K | 0.18% | −35−1.6% | Reduced |
| Sentinus, LLC | 2,111 | $622.4K | 0.15% | +19+0.9% | Added |