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 |
|---|---|---|---|---|---|
| CVA Family Office, LLC | 2,396 | $706.3K | 0.10% | −334−12.2% | Reduced |
| Broadway Wealth Solutions, Inc. | 2,397 | $706.6K | 0.44% | +242+11.2% | Added |
| Vista Capital Partners, Inc. | 2,397 | $706.7K | 0.08% | +523+27.9% | Added |
| Mogy Joel R Investment Counsel Inc | 2,400 | $707.5K | 0.04% | 00.0% | Unchanged |
| Aristotle Atlantic Partners, LLC | 2,400 | $707.5K | 0.02% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 2,400 | $707.6K | 0.48% | +2+0.1% | Added |
| Herbst Group, LLC | 2,403 | $708.4K | 0.42% | +2,403 | New |
| Financial Advisors, LLC | 2,407 | $709.5K | 0.13% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 2,412 | $710.9K | 0.27% | +155+6.9% | Added |
| Charter Oak Capital Management, LLC | 2,414 | $711.6K | 0.06% | +235+10.8% | Added |
| Financial Security Advisor, Inc. | 2,416 | $712.1K | 0.16% | +83+3.6% | Added |
| Outfitter Financial LLC | 2,417 | $712.5K | 0.61% | −805−25.0% | Reduced |
| Five Oceans Advisors | 2,420 | $713.4K | 0.30% | −16−0.7% | Reduced |
| Narus Financial Partners, LLC | 2,430 | $716.2K | 0.22% | +42+1.8% | Added |
| Lyell Wealth Management, LP | 2,434 | $717.5K | 0.06% | +528+27.7% | Added |
| Turtle Creek Wealth Advisors, LLC | 2,434 | $717.5K | 0.08% | +2,434 | New |
| Wescott Financial Advisory Group, LLC | 2,436 | $718.0K | 0.07% | +14+0.6% | Added |
| Foster Group, Inc. | 2,436 | $718.1K | 0.02% | +49+2.1% | Added |
| United Asset Strategies, Inc. | 2,437 | $718.4K | 0.06% | +2+0.1% | Added |
| WFA of San Diego, LLC | 2,441 | $719.6K | 0.53% | +2,441 | New |
| Emergent Wealth Advisors, LLC | 2,444 | $720.5K | 0.46% | +138+6.0% | Added |
| First Interstate Bank | 2,450 | $722.2K | 0.04% | −98−3.8% | Reduced |
| Fiduciary Wealth Partners, LLC | 2,450 | $722.2K | 0.68% | +2,433+14,311.8% | Added |
| Bigelow Investment Advisors, LLC | 2,451 | $722.5K | 0.32% | 00.0% | Unchanged |
| Brendel Financial Advisors LLC | 2,452 | $723.0K | 0.41% | +14+0.6% | Added |
| Onefund, LLC | 2,456 | $724.0K | 0.52% | −26−1.0% | Reduced |
| Magnolia Capital Management Ltd | 2,457 | $724.0K | 0.58% | 00.0% | Unchanged |
| Berkshire Bank | 2,462 | $725.7K | 0.17% | −1,242−33.5% | Reduced |
| D. Scott Neal, Inc. | 2,462 | $725.7K | 0.36% | +10+0.4% | Added |
| Revolve Wealth Partners, LLC | 2,467 | $727.1K | 0.09% | +322+15.0% | Added |
| LM Advisors LLC | 2,469 | $728.0K | 0.09% | −4,230−63.1% | Reduced |
| Am Investment Strategies LLC | 2,471 | $728.0K | 0.17% | +13+0.5% | Added |
| Builder Investment Group Inc | 2,475 | $729.6K | 0.18% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 2,475 | $729.6K | 0.13% | 00.0% | Unchanged |
| Financial Management Network Inc | 2,502 | $730.4K | 0.13% | +259+11.5% | Added |
| Asset Advisors Investment Management, LLC | 2,483 | $731.9K | 0.07% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 2,483 | $732.0K | 0.24% | −10.0% | Reduced |
| MBM Wealth Consultants, LLC | 2,484 | $732.3K | 0.20% | −15−0.6% | Reduced |
| Woodmont Investment Counsel LLC | 2,488 | $733.5K | 0.05% | −198−7.4% | Reduced |
| Evermay Wealth Management LLC | 2,489 | $733.7K | 0.09% | 00.0% | Unchanged |
| Retirement Income Solutions, Inc | 2,490 | $734.0K | 0.13% | +99+4.1% | Added |
| Gradient Investments LLC | 2,492 | $734.6K | 0.01% | +572+29.8% | Added |
| MFA Wealth Services | 2,496 | $735.7K | 0.55% | +31+1.3% | Added |
| Weaver Consulting Group | 2,499 | $736.7K | 0.20% | +3+0.1% | Added |
| Legacy Financial Strategies, LLC | 2,503 | $738.0K | 0.14% | +1,504+150.6% | Added |
| Greenwood Gearhart Inc | 2,504 | $738.1K | 0.05% | −29−1.1% | Reduced |
| Evernest Financial Advisors, LLC | 2,504 | $738.1K | 0.24% | +467+22.9% | Added |
| Sunbeam Capital Management, LLC | 2,506 | $738.6K | 0.56% | +1,489+146.4% | Added |
| Aire Advisors, LLC | 2,508 | $739.2K | 0.14% | +10.0% | Added |
| Commonwealth Retirement Investments LLC | 2,510 | $739.9K | 0.28% | −14,284−85.1% | Reduced |
| Trillium Asset Management, LLC | 2,511 | $740.0K | 0.02% | +82+3.4% | Added |
| McGowan Group Asset Management, Inc. | 2,540 | $748.7K | 0.09% | +114+4.7% | Added |
| Isthmus Partners, LLC | 2,548 | $751.1K | 0.09% | +927+57.2% | Added |
| Quantum Financial Advisors, LLC | 2,551 | $751.9K | 0.10% | +51+2.0% | Added |
| Integrity Financial Corp | 2,551 | $752.0K | 0.38% | 00.0% | Unchanged |
| Wealth Group, Ltd. | 2,559 | $754.0K | 0.75% | +54+2.2% | Added |
| Glen Eagle Advisors, LLC | 2,561 | $754.9K | 0.12% | −26−1.0% | Reduced |
| Congress Park Capital LLC | 2,563 | $755.5K | 0.25% | −1,000−28.1% | Reduced |
| Wealthstar Advisors, LLC | 2,572 | $758.2K | 0.29% | −682−21.0% | Reduced |
| Fenimore Asset Management Inc | 2,573 | $758.5K | 0.02% | 00.0% | Unchanged |
| Goldstone Financial Group, LLC | 2,600 | $759.0K | 0.10% | +194+8.1% | Added |
| Bullock Wealth Management Group | 2,611 | $760.3K | 0.40% | −161−5.8% | Reduced |
| Global X Japan Co., Ltd. | 2,581 | $760.8K | 0.08% | −344−11.8% | Reduced |
| Univest Financial Corp | 2,591 | $763.7K | 0.05% | +51+2.0% | Added |
| Boltwood Capital Management | 2,595 | $765.0K | 0.22% | −97−3.6% | Reduced |
| Eldridge Investment Advisors, Inc. | 2,597 | $765.5K | 0.16% | 00.0% | Unchanged |
| Horizon Wealth Management, LLC | 2,602 | $766.9K | 0.13% | −148−5.4% | Reduced |
| Willis Johnson & Associates, Inc. | 2,604 | $767.6K | 0.05% | −78−2.9% | Reduced |
| Fulton Breakefield Broenniman LLC | 2,608 | $768.7K | 0.05% | −26−1.0% | Reduced |
| Hemington Wealth Management | 2,618 | $771.0K | 0.11% | +134+5.4% | Added |
| Commonwealth Financial Services, LLC | 2,617 | $771.5K | 0.15% | +19+0.7% | Added |
| Shepherd Kaplan Krochuk, LLC | 2,618 | $771.7K | 0.67% | −335−11.3% | Reduced |
| Investment Advisory Group, LLC | 2,624 | $773.4K | 0.23% | −4−0.2% | Reduced |
| Sym Financial Corp | 2,625 | $773.8K | 0.09% | +130+5.2% | Added |
| Amplius Wealth Advisors, LLC | 2,630 | $775.3K | 0.07% | +35+1.3% | Added |
| Hanlon Investment Management, Inc. | 2,631 | $775.6K | 0.56% | +2,631 | New |
| Tower Wealth Partners, Inc. | 2,632 | $775.9K | 0.46% | +129+5.2% | Added |
| Private Wealth Partners, LLC | 2,647 | $780.3K | 0.06% | 00.0% | Unchanged |
| Sonata Capital Group Inc | 2,650 | $781.0K | 0.31% | −670−20.2% | Reduced |
| Meadow Creek Wealth Advisors LLC | 2,652 | $781.8K | 0.53% | +177+7.2% | Added |
| Volterra Technologies LP | 2,653 | $782.1K | 1.06% | +2,653 | New |
| Cerro Pacific Wealth Advisors LLC | 2,654 | $782.5K | 0.22% | +257+10.7% | Added |
| Wernau Asset Management Inc. | 2,656 | $782.9K | 0.89% | −8−0.3% | Reduced |
| FourThought Financial Partners, LLC | 2,662 | $784.7K | 0.08% | −89−3.2% | Reduced |
| Aventura Private Wealth, LLC | 2,663 | $784.9K | 0.34% | +6+0.2% | Added |
| Oakworth Capital, Inc. | 2,665 | $785.6K | 0.05% | 00.0% | Unchanged |
| Doheny Asset Management | 2,665 | $786.0K | 0.55% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 2,667 | $786.2K | 0.35% | −64−2.3% | Reduced |
| Spirit of America Management Corp | 2,668 | $786.5K | 0.16% | 00.0% | Unchanged |
| Magnolia Capital Advisors LLC | 2,670 | $787.1K | 0.20% | −32−1.2% | Reduced |
| Evanson Asset Management, LLC | 2,675 | $788.5K | 0.05% | +147+5.8% | Added |
| Seeds Investor LLC | 2,691 | $793.3K | 0.19% | +75+2.9% | Added |
| Quintet Private Bank (Europe) S.A. | 2,695 | $794.4K | 0.05% | −273−9.2% | Reduced |
| Walleye Capital LLC | 2,695 | $794.4K | 0.01% | +620+29.9% | Added |
| Eagle Capital Management LLC | 2,700 | $795.9K | 0.00% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 2,700 | $796.0K | 0.10% | +155+6.1% | Added |
| Tortoise Investment Management, LLC | 2,701 | $796.2K | 0.08% | +10.0% | Added |
| Kiker Wealth Management, LLC | 2,703 | $796.8K | 0.45% | +10.0% | Added |
| Fort Point Capital Partners LLC | 2,706 | $797.6K | 0.08% | +137+5.3% | Added |
| Certior Financial Group, LLC | 2,714 | $799.9K | 0.61% | +97+3.7% | Added |