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
- +189 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
- 306
- 1,337 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 |
|---|---|---|---|---|---|
| Lewis Asset Management, LLC | 2,714 | $800.1K | 0.38% | −358−11.7% | Reduced |
| Barrett & Company, Inc. | 2,726 | $803.4K | 0.30% | +3+0.1% | Added |
| VSM Wealth Advisory, LLC | 2,728 | $804.1K | 0.27% | +31+1.1% | Added |
| Ocean Capital Management, LLC | 2,730 | $804.6K | 0.18% | +11+0.4% | Added |
| Saratoga Research & Investment Management | 2,738 | $807.1K | 0.04% | 00.0% | Unchanged |
| Mindset Wealth Management, LLC | 2,738 | $807.1K | 0.26% | +245+9.8% | Added |
| Black Diamond Financial, LLC | 2,739 | $807.5K | 0.13% | +34+1.3% | Added |
| Hengehold Capital Management LLC | 2,742 | $808.3K | 0.07% | −85−3.0% | Reduced |
| Cromwell Holdings LLC | 2,744 | $808.9K | 0.49% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 2,746 | $809.5K | 0.04% | +2,746 | New |
| Optas, LLC | 2,750 | $810.6K | 0.15% | +54+2.0% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,755 | $812.1K | 0.30% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 2,756 | $812.4K | 0.48% | +3+0.1% | Added |
| Circle Wealth Management, LLC | 2,759 | $813.3K | 0.02% | −29−1.0% | Reduced |
| ORG Partners LLC | 2,784 | $813.4K | 0.17% | +93+3.5% | Added |
| Davidson Trust Co | 2,765 | $815.1K | 0.38% | −397−12.6% | Reduced |
| Jackson Square Capital, LLC | 2,782 | $820.1K | 0.18% | +2,782 | New |
| KG&L Capital Management,LLC | 2,809 | $820.7K | 0.24% | +83+3.0% | Added |
| Newbridge Financial Services Group, Inc. | 2,785 | $821.1K | 0.13% | +683+32.5% | Added |
| Highland Capital Management, LLC | 2,789 | $822.1K | 0.04% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 2,790 | $822.3K | 0.08% | +521+23.0% | Added |
| Novare Capital Management LLC | 2,793 | $823.5K | 0.07% | −97−3.4% | Reduced |
| Wall Street Access Asset Management, LLC | 2,800 | $825.4K | 0.29% | +300+12.0% | Added |
| Options Solutions, LLC | 2,800 | $825.4K | 0.30% | −324−10.4% | Reduced |
| Cohen Investment Advisors LLC | 2,800 | $825.4K | 0.43% | −172−5.8% | Reduced |
| TriaGen Wealth Management LLC | 2,805 | $826.9K | 0.25% | +59+2.1% | Added |
| Aprio Wealth Management, LLC | 2,809 | $828.0K | 0.09% | +606+27.5% | Added |
| Libra Wealth LLC | 2,812 | $828.9K | 0.27% | +80+2.9% | Added |
| Crescent Grove Advisors, LLC | 2,814 | $829.5K | 0.08% | 00.0% | Unchanged |
| Sapient Capital LLC | 2,834 | $835.4K | 0.01% | −35−1.2% | Reduced |
| Capital Advisors Wealth Management, LLC | 2,836 | $836.0K | 0.13% | +336+13.4% | Added |
| Sand Hill Global Advisors, LLC | 2,840 | $837.2K | 0.03% | −87−3.0% | Reduced |
| Smith Shellnut Wilson LLC | 2,842 | $837.8K | 0.36% | 00.0% | Unchanged |
| Citizens Business Bank | 2,846 | $838.9K | 0.16% | −47−1.6% | Reduced |
| AlTi Global, Inc. | 2,853 | $839.5K | 0.02% | +1,197+72.3% | Added |
| Tyche Wealth Partners LLC | 2,857 | $842.2K | 0.17% | +40+1.4% | Added |
| Citizens & Northern Corp | 2,859 | $842.8K | 0.23% | −412−12.6% | Reduced |
| Aberdeen Wealth Management LLC | 2,859 | $842.8K | 0.56% | 00.0% | Unchanged |
| BlueSky Wealth Advisors, LLC | 2,863 | $844.0K | 0.12% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 2,865 | $844.5K | 0.28% | 00.0% | Unchanged |
| WMG Financial Advisors, LLC | 2,865 | $844.5K | 0.31% | +100+3.6% | Added |
| Sentry Investment Management LLC | 2,911 | $845.0K | 0.47% | 00.0% | Unchanged |
| Duncan Williams Asset Management, LLC | 2,868 | $845.4K | 0.27% | −12−0.4% | Reduced |
| Fortis Capital Management LLC | 2,869 | $845.8K | 0.13% | +289+11.2% | Added |
| Pegasus Asset Management, Inc. | 2,877 | $848.1K | 0.29% | +210+7.9% | Added |
| Cooper/Haims Advisors, LLC | 2,879 | $848.8K | 0.42% | +10.0% | Added |
| Morris Financial Concepts, Inc. | 2,882 | $849.5K | 0.34% | −3−0.1% | Reduced |
| Harvey Investment Co LLC | 2,882 | $850.0K | 0.09% | 00.0% | Unchanged |
| DLK Investment Management, LLC | 2,894 | $853.1K | 0.32% | 00.0% | Unchanged |
| Paradigm Capital Management Inc | 2,900 | $854.9K | 0.04% | −1,400−32.6% | Reduced |
| L.K. Benson & Company, P.C. | 2,900 | $854.9K | 0.53% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 2,903 | $855.7K | 0.10% | −75−2.5% | Reduced |
| BIP Wealth, LLC | 2,903 | $855.9K | 0.05% | −327−10.1% | Reduced |
| McAdam, LLC | 2,911 | $858.1K | 0.05% | +339+13.2% | Added |
| Causey Wealth LLC | 2,912 | $858.4K | 0.44% | −11−0.4% | Reduced |
| Howard Capital Management Group, LLC | 2,916 | $859.6K | 0.06% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 2,928 | $863.1K | 0.23% | −86−2.9% | Reduced |
| 3Chopt Investment Partners, LLC | 2,929 | $863.4K | 0.21% | +69+2.4% | Added |
| Beacon Financial Group | 2,931 | $864.1K | 0.09% | −7−0.2% | Reduced |
| Piscataqua Savings Bank | 2,932 | $864.3K | 0.72% | −466−13.7% | Reduced |
| Professional Advisory Services Inc | 2,933 | $865.0K | 0.12% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 2,939 | $866.3K | 0.07% | +437+17.5% | Added |
| Rowland & Co Investment Counsel | 2,943 | $867.5K | 0.18% | −140−4.5% | Reduced |
| Sound Financial Strategies Group, LLC | 2,955 | $871.1K | 0.74% | +96+3.4% | Added |
| NWF Advisory Services Inc. | 2,960 | $872.5K | 0.10% | −14−0.5% | Reduced |
| Full Sail Capital, LLC | 2,962 | $873.1K | 0.05% | −7−0.2% | Reduced |
| Signal Advisors Wealth, LLC | 2,964 | $873.8K | 0.07% | +828+38.8% | Added |
| E&G Advisors, LP | 2,970 | $875.5K | 0.23% | −200−6.3% | Reduced |
| WJ Wealth Management, LLC | 2,974 | $876.7K | 0.28% | +2,974 | New |
| D'Orazio & Associates, Inc. | 2,977 | $877.5K | 0.12% | +43+1.5% | Added |
| Fortress Wealth Group, LLC | 3,487 | $878.6K | 0.41% | +137+4.1% | Added |
| Stonebridge Financial Group, LLC | 2,985 | $879.9K | 0.09% | +23+0.8% | Added |
| McDaniel Terry & Co | 2,985 | $879.9K | 0.07% | −15−0.5% | Reduced |
| ESL Trust Services, LLC | 2,986 | $880.2K | 0.18% | −30−1.0% | Reduced |
| Navis Wealth Advisors, LLC | 2,991 | $881.7K | 0.74% | 00.0% | Unchanged |
| Burns J W & Co Inc | 2,996 | $883.2K | 0.11% | −45−1.5% | Reduced |
| Autumn Glory Partners, LLC | 2,998 | $883.7K | 0.41% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 3,003 | $885.2K | 0.11% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 3,007 | $886.4K | 0.05% | −439−12.7% | Reduced |
| Kelly Lawrence W & Associates Inc | 3,008 | $886.7K | 0.23% | 00.0% | Unchanged |
| Drucker Wealth 3.0, LLC | 3,059 | $887.3K | 0.17% | +928+43.5% | Added |
| Walter & Keenan Financial Consulting Co | 3,012 | $887.8K | 0.26% | −677−18.4% | Reduced |
| Center for Financial Planning, Inc. | 3,014 | $888.6K | 0.10% | +95+3.3% | Added |
| One Charles Private Wealth Services, LLC | 3,015 | $888.8K | 0.25% | +176+6.2% | Added |
| Relyea Zuckerberg Hanson LLC | 3,019 | $889.9K | 0.10% | +774+34.5% | Added |
| Plante Moran Financial Advisors, LLC | 3,019 | $890.0K | 0.06% | −943−23.8% | Reduced |
| Asset Management Group, Inc. | 3,019 | $890.0K | 0.16% | +18+0.6% | Added |
| Bedel Financial Consulting, Inc. | 3,021 | $890.4K | 0.12% | +2+0.1% | Added |
| Harbour Trust & Investment Management Co | 3,029 | $892.9K | 0.10% | −18−0.6% | Reduced |
| Intellectus Partners, LLC | 3,032 | $893.8K | 0.19% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 3,035 | $894.7K | 0.14% | −10.0% | Reduced |
| First Affirmative Financial Network | 3,036 | $894.9K | 0.46% | +123+4.2% | Added |
| Harbor Advisory Corp | 3,036 | $895.0K | 0.29% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 3,040 | $896.0K | 0.11% | −440−12.6% | Reduced |
| Pasadena Private Wealth, LLC | 3,040 | $896.1K | 0.15% | +410+15.6% | Added |
| One Capital Management, LLC | 3,040 | $896.4K | 0.03% | −43−1.4% | Reduced |
| Infrastructure Capital Advisors, LLC | 3,041 | $896.4K | 0.11% | +2,021+198.1% | Added |
| Teamwork Financial Advisors, LLC | 3,055 | $900.3K | 0.11% | +5+0.2% | Added |
| Clark Estates Inc | 3,055 | $900.6K | 0.20% | 00.0% | Unchanged |
| Values Added Financial LLC | 3,055 | $900.7K | 0.44% | +1,129+58.6% | Added |