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 |
|---|---|---|---|---|---|
| Jackson, Grant Investment Advisers, Inc. | 3,062 | $902.5K | 0.33% | +4+0.1% | Added |
| Yeomans Consulting Group, Inc. | 3,105 | $904.2K | 0.37% | +106+3.5% | Added |
| LexAurum Advisors, LLC | 3,069 | $904.8K | 0.14% | −1,594−34.2% | Reduced |
| Intrua Financial, LLC | 3,072 | $905.5K | 0.13% | −16−0.5% | Reduced |
| Reik & Co., LLC | 3,072 | $905.6K | 0.23% | 00.0% | Unchanged |
| Maple Capital Management, Inc. | 3,083 | $908.8K | 0.06% | −10−0.3% | Reduced |
| LifeGuide Financial Advisors, LLC | 3,087 | $910.0K | 0.34% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 3,088 | $910.3K | 0.10% | +171+5.9% | Added |
| SRN Advisors, LLC | 3,089 | $910.6K | 0.83% | −3,380−52.2% | Reduced |
| Hartline Investment Corp | 3,090 | $910.9K | 0.10% | −1,468−32.2% | Reduced |
| Childress Capital Advisors, LLC | 3,095 | $912.3K | 0.23% | +638+26.0% | Added |
| Kennedy Investment Group | 3,100 | $913.9K | 0.39% | −8−0.3% | Reduced |
| Persium Advisors, LLC | 3,101 | $914.1K | 0.76% | −59−1.9% | Reduced |
| Umpqua Bank | 3,149 | $914.5K | 0.28% | +461+17.2% | Added |
| Armstrong Advisory Group, Inc | 3,107 | $916.0K | 0.07% | +110+3.7% | Added |
| Dana Investment Advisors, Inc. | 3,108 | $916.2K | 0.03% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 3,118 | $919.1K | 0.79% | +104+3.5% | Added |
| RIA Advisory Group LLC | 3,118 | $919.2K | 0.27% | −3,124−50.0% | Reduced |
| Valpey Financial Services, LLC | 3,122 | $920.3K | 0.64% | +3,122 | New |
| FORM Wealth Advisors, LLC | 3,126 | $921.6K | 0.11% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 3,127 | $921.8K | 0.08% | +4+0.1% | Added |
| Sandy Cove Advisors, LLC | 3,139 | $925.4K | 0.33% | −7−0.2% | Reduced |
| MV Capital Management, Inc. | 3,141 | $926.0K | 0.10% | 00.0% | Unchanged |
| Capital Markets Trading UK LLP | 3,149 | $928.0K | 1.05% | +2,187+227.3% | Added |
| First United Bank Trust | 3,149 | $928.3K | 0.32% | −55−1.7% | Reduced |
| Insight 2811, Inc. | 3,150 | $928.6K | 0.44% | −53−1.7% | Reduced |
| Visionary Wealth Advisors | 3,151 | $928.7K | 0.05% | +481+18.0% | Added |
| Allred Capital Management, LLC | 3,159 | $931.5K | 0.35% | +12+0.4% | Added |
| China Universal Asset Management Co., Ltd. | 3,165 | $933.0K | 0.09% | −1,974−38.4% | Reduced |
| Strategy Asset Managers LLC | 3,189 | $940.1K | 0.18% | +337+11.8% | Added |
| Somerville Kurt F | 3,192 | $940.9K | 0.16% | −200−5.9% | Reduced |
| Montz Harcus Wealth Management LLC | 3,193 | $941.3K | 0.45% | −47−1.5% | Reduced |
| TCM Advisors, LLC | – | $943.3K | 0.79% | – | – |
| Roth Financial Partners LLC | 3,200 | $943.3K | 0.34% | 00.0% | Unchanged |
| Howe & Rusling Inc | 3,204 | $944.5K | 0.07% | −186−5.5% | Reduced |
| Curbstone Financial Management Corp | 3,208 | $945.7K | 0.19% | −552−14.7% | Reduced |
| Stamos Capital Partners, L.P. | 3,213 | $947.1K | 0.17% | −226−6.6% | Reduced |
| Boston Research & Management Inc | 3,213 | $947.3K | 0.22% | 00.0% | Unchanged |
| Roundview Capital LLC | 3,219 | $948.9K | 0.06% | +831+34.8% | Added |
| Sittner & Nelson, LLC | 3,220 | $949.3K | 0.38% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 3,224 | $950.4K | 0.79% | +10.0% | Added |
| Earnest Partners LLC | 3,225 | $950.7K | 0.00% | +300+10.3% | Added |
| Vaughan & Co Securities, Inc. | 3,234 | $953.3K | 0.55% | +53+1.7% | Added |
| Capstone Wealth Management Group LLC | 3,242 | $955.6K | 0.70% | −108−3.2% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 3,429 | $958.0K | 0.40% | −60−1.7% | Reduced |
| Charles Schwab Trust Co | 3,250 | $958.0K | 0.07% | 00.0% | Unchanged |
| Smart Portfolios, LLC | 3,251 | $958.3K | 0.97% | −65−2.0% | Reduced |
| LVW Advisors, LLC | 3,251 | $958.3K | 0.11% | +1,072+49.2% | Added |
| Fairfield Financial Advisors, LTD | 3,253 | $958.8K | 0.34% | +1,584+94.9% | Added |
| Syon Capital LLC | 3,265 | $962.5K | 0.06% | +370+12.8% | Added |
| Appleton Partners Inc | 3,277 | $966.0K | 0.07% | −228−6.5% | Reduced |
| Cardiff Park Advisors, LLC | 3,281 | $967.0K | 0.08% | −17−0.5% | Reduced |
| Sachetta, LLC | 3,286 | $968.6K | 0.38% | −260−7.3% | Reduced |
| Aviance Capital Partners, LLC | 3,290 | $969.7K | 0.13% | +583+21.5% | Added |
| Northstar Advisory Group, LLC | 3,290 | $969.9K | 0.47% | +735+28.8% | Added |
| Roof Eidam & Maycock | 3,295 | $971.3K | 0.24% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 3,303 | $973.7K | 0.05% | +895+37.2% | Added |
| Graves-Light Private Wealth Management, Inc. | 3,305 | $974.3K | 0.12% | +10.0% | Added |
| Investment Partners, Ltd. | 3,306 | $974.6K | 0.37% | −426−11.4% | Reduced |
| LaSalle St. Investment Advisors, LLC | 3,309 | $975.0K | 0.27% | −24−0.7% | Reduced |
| Burling Wealth Partners, LLC | 3,310 | $975.7K | 0.18% | −147−4.3% | Reduced |
| Wealth Quarterback LLC | 3,313 | $976.6K | 0.46% | −194−5.5% | Reduced |
| Indiana Trust & Investment Management CO | 3,313 | $976.6K | 0.32% | +153+4.8% | Added |
| Country Trust Bank | 3,314 | $976.9K | 0.02% | +604+22.3% | Added |
| Auxano Advisors, LLC | 3,319 | $978.3K | 0.23% | −46−1.4% | Reduced |
| Westfield Capital Management Co LP | 3,320 | $978.7K | 0.00% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 3,329 | $981.2K | 0.09% | +8+0.2% | Added |
| Hutchinson Capital Management | 3,334 | $982.8K | 0.18% | +5+0.2% | Added |
| Gilbert & Cook, Inc. | 3,341 | $984.9K | 0.13% | +158+5.0% | Added |
| Peachtree Investment Partners, LLC | 3,355 | $988.9K | 0.38% | +1,141+51.5% | Added |
| LMG Wealth Partners, LLC | 3,357 | $989.6K | 0.20% | +14+0.4% | Added |
| Invictus Private Wealth, LLC | 3,358 | $989.9K | 0.07% | −204−5.7% | Reduced |
| Holistic Financial Partners | 3,361 | $990.8K | 0.43% | −57−1.7% | Reduced |
| First Western Trust Bank | 3,363 | $991.3K | 0.04% | −239−6.6% | Reduced |
| Severin Investments, LLC | 3,364 | $991.7K | 0.93% | −62−1.8% | Reduced |
| Financial Sense Advisors, Inc. | 3,367 | $992.5K | 0.24% | +14+0.4% | Added |
| WBH Advisory Inc | 3,368 | $992.7K | 0.08% | −372−9.9% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 3,369 | $993.1K | 0.62% | −1,531−31.2% | Reduced |
| Legal Advantage Investments, Inc. | 3,384 | $997.5K | 0.47% | −50−1.5% | Reduced |
| Strategic Financial Concepts, LLC | 3,391 | $999.7K | 0.14% | −5,984−63.8% | Reduced |
| Creekside Partners | 3,397 | $1.00M | 0.48% | +4+0.1% | Added |
| Red Door Wealth Management, LLC | 3,401 | $1.00M | 0.12% | +134+4.1% | Added |
| Boston Trust Walden Corp | 3,402 | $1.00M | 0.01% | +100+3.0% | Added |
| Kendall Capital Management | 3,404 | $1.00M | 0.27% | −20−0.6% | Reduced |
| Opinicus Capital, Inc. | 3,411 | $1.01M | 0.76% | +28+0.8% | Added |
| Warwick Investment Management, Inc. | 3,419 | $1.01M | 0.20% | −23−0.7% | Reduced |
| AMJ Financial Wealth Management | 3,432 | $1.01M | 0.26% | −487−12.4% | Reduced |
| Quadcap Wealth Management, LLC | 3,434 | $1.01M | 0.13% | −333−8.8% | Reduced |
| Destination Wealth Management | 3,437 | $1.01M | 0.03% | −314−8.4% | Reduced |
| Port Capital LLC | 3,441 | $1.01M | 0.04% | −200−5.5% | Reduced |
| Magnus Financial Group LLC | 3,443 | $1.02M | 0.09% | −229−6.2% | Reduced |
| Orion Capital Management LLC | 3,454 | $1.02M | 0.39% | +51+1.5% | Added |
| Planning Alternatives Ltd | 3,464 | $1.02M | 0.14% | +595+20.7% | Added |
| Mechanics Bank Trust Department | 3,470 | $1.02M | 0.15% | −58−1.6% | Reduced |
| Francis Financial, Inc. | 3,471 | $1.02M | 0.24% | +183+5.6% | Added |
| Abacus Planning Group, Inc. | 3,472 | $1.02M | 0.15% | +70+2.1% | Added |
| Medallion Wealth Advisors, LLC | 3,512 | $1.02M | 0.40% | +253+7.8% | Added |
| Thomasville National Bank | 3,476 | $1.02M | 0.07% | −906−20.7% | Reduced |
| Oxford Financial Group Ltd | 3,480 | $1.03M | 0.06% | −90−2.5% | Reduced |
| Harvest Fund Management Co., Ltd | 3,482 | $1.03M | 0.05% | −2,725−43.9% | Reduced |