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 |
|---|---|---|---|---|---|
| Fort Sheridan Advisors LLC | 8,348 | $2.46M | 0.35% | −100−1.2% | Reduced |
| Waterloo Capital, L.P. | 8,338 | $2.46M | 0.20% | +3,217+62.8% | Added |
| Means Investment Co., Inc. | 8,336 | $2.46M | 0.23% | +551+7.1% | Added |
| Frisch Financial Group, Inc. | 8,336 | $2.46M | 0.60% | +6,948+500.6% | Added |
| Aaron Wealth Advisors | 8,312 | $2.45M | 0.25% | −388−4.5% | Reduced |
| Carl P. Sherr & Co., LLC | 8,291 | $2.44M | 1.24% | −325−3.8% | Reduced |
| CFC Planning Co LLC | 8,278 | $2.44M | 2.36% | +488+6.3% | Added |
| Wendell David Associates Inc | 8,257 | $2.43M | 0.24% | 00.0% | Unchanged |
| Roxbury Financial LLC | 8,249 | $2.43M | 2.37% | −897−9.8% | Reduced |
| Nwam LLC | 9,373 | $2.43M | 0.14% | +1,633+21.1% | Added |
| Diversify Advisory Services, LLC | 10,345 | $2.43M | 0.09% | +3,154+43.9% | Added |
| Strategic Investment Solutions, Inc. | 8,229 | $2.43M | 0.73% | +4,874+145.3% | Added |
| SMART Wealth LLC | 8,181 | $2.41M | 0.76% | +4,807+142.5% | Added |
| Investors Asset Management of Georgia Inc | 8,161 | $2.41M | 1.11% | −27−0.3% | Reduced |
| Fiduciary Group LLC | 8,157 | $2.40M | 0.23% | −51−0.6% | Reduced |
| Shulman DeMeo Asset Management LLC | 8,132 | $2.40M | 0.59% | −154−1.9% | Reduced |
| Legacy Financial Advisors, Inc. | 8,120 | $2.39M | 0.37% | +128+1.6% | Added |
| Duncker Streett & Co Inc | 8,119 | $2.39M | 0.44% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 8,105 | $2.39M | 0.20% | −1,000−11.0% | Reduced |
| Pingora Partners LLC | 8,090 | $2.38M | 1.78% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 8,087 | $2.38M | 0.28% | −68−0.8% | Reduced |
| Banque Transatlantique SA | 8,041 | $2.38M | 0.07% | −775−8.8% | Reduced |
| New England Research & Management, Inc. | 8,070 | $2.38M | 1.13% | 00.0% | Unchanged |
| Inman Jager Wealth Management, LLC | 8,063 | $2.38M | 1.61% | −37−0.5% | Reduced |
| Sompo Asset Management Co., Ltd. | 8,063 | $2.38M | 0.41% | +170+2.2% | Added |
| Avidian Wealth Solutions, LLC | 8,060 | $2.38M | 0.10% | −289−3.5% | Reduced |
| Founders Financial Securities LLC | 8,042 | $2.37M | 0.18% | −3,422−29.8% | Reduced |
| Burke & Herbert Bank & Trust Co | 8,036 | $2.37M | 0.53% | −44−0.5% | Reduced |
| Essex Savings Bank | 8,036 | $2.37M | 0.56% | +31+0.4% | Added |
| Secured Retirement Advisors, LLC | 8,034 | $2.37M | 1.41% | +2,531+46.0% | Added |
| Alpha Cubed Investments, LLC | 8,033 | $2.37M | 0.09% | +526+7.0% | Added |
| Cidel Asset Management Inc | 8,018 | $2.36M | 0.14% | −437−5.2% | Reduced |
| New Age Alpha Advisors, LLC | 8,018 | $2.36M | 0.10% | +8,018 | New |
| Anchor Investment Management, LLC | 8,018 | $2.36M | 0.21% | +9+0.1% | Added |
| Mitchell McLeod Pugh & Williams Inc | 8,006 | $2.36M | 0.44% | +40.0% | Added |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $2.36M | 0.66% | 00.0% | Unchanged |
| Wynn Capital, LLC | 7,990 | $2.36M | 1.26% | −157−1.9% | Reduced |
| Onyx Bridge Wealth Group LLC | 7,989 | $2.36M | 0.31% | −313−3.8% | Reduced |
| Fortis Group Advisors, LLC | 8,664 | $2.35M | 0.43% | −35−0.4% | Reduced |
| Ameritas Advisory Services, LLC | 7,935 | $2.34M | 0.12% | −5,403−40.5% | Reduced |
| Dumont & Blake Investment Advisors LLC | 7,916 | $2.33M | 0.61% | −765−8.8% | Reduced |
| Birchbrook, Inc. | 7,910 | $2.33M | 1.25% | +24+0.3% | Added |
| Tradition Wealth Management, LLC | 7,894 | $2.33M | 0.19% | +992+14.4% | Added |
| Stockman Wealth Management, Inc. | 7,894 | $2.33M | 0.32% | −53,286−87.1% | Reduced |
| BKM Wealth Management, LLC | 7,889 | $2.33M | 0.91% | −120−1.5% | Reduced |
| Ceera Investments, LLC | 7,883 | $2.32M | 0.71% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 7,844 | $2.31M | 0.07% | −534−6.4% | Reduced |
| Home Federal Bank of Tennessee | 7,835 | $2.31M | 0.65% | 00.0% | Unchanged |
| Exchange Bank | 7,826 | $2.31M | 1.83% | −28−0.4% | Reduced |
| Fortress Financial Group, LLC | 7,824 | $2.31M | 1.95% | +7,824 | New |
| Woodley Farra Manion Portfolio Management Inc | 7,823 | $2.31M | 0.11% | −8,696−52.6% | Reduced |
| Rossmore Private Capital | 7,804 | $2.30M | 0.27% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 7,799 | $2.30M | 1.08% | 00.0% | Unchanged |
| Telos Capital Management, Inc. | 7,794 | $2.30M | 0.23% | −52−0.7% | Reduced |
| Catalytic Wealth RIA, LLC | 7,780 | $2.29M | 0.19% | +6,787+683.5% | Added |
| Red Spruce Capital, LLC | 7,774 | $2.29M | 0.99% | −356−4.4% | Reduced |
| Steinberg Asset Management LLC | 7,760 | $2.29M | 1.70% | −467−5.7% | Reduced |
| Core Wealth Partners LLC | 7,742 | $2.28M | 1.16% | +355+4.8% | Added |
| Byrne Asset Management LLC | 7,735 | $2.28M | 1.53% | −369−4.6% | Reduced |
| Dover Advisors, LLC | 7,714 | $2.27M | 1.00% | −1,991−20.5% | Reduced |
| Financial Advisory Service, Inc. | 7,710 | $2.27M | 0.17% | −65−0.8% | Reduced |
| Warner Financial, Inc | 7,703 | $2.27M | 0.94% | +20.0% | Added |
| Integrity Wealth Advisors, Inc. | 7,702 | $2.27M | 1.59% | −515−6.3% | Reduced |
| Capstone Triton Financial Group, LLC | 7,665 | $2.26M | 1.64% | +7,665 | New |
| Affinity Investment Advisors, LLC | 7,651 | $2.26M | 1.71% | −439−5.4% | Reduced |
| Sage Mountain Advisors LLC | 7,639 | $2.25M | 0.15% | +618+8.8% | Added |
| Diversified Enterprises, LLC | 7,634 | $2.25M | 0.17% | +1,092+16.7% | Added |
| Capital City Trust Co | 7,611 | $2.24M | 0.58% | −19−0.2% | Reduced |
| Nichols & Pratt Advisers LLP | 7,608 | $2.24M | 0.15% | −350−4.4% | Reduced |
| Green Square Capital Advisors LLC | 7,607 | $2.24M | 0.27% | −1,162−13.3% | Reduced |
| Fidelis Capital Partners, LLC | 8,841 | $2.23M | 0.20% | +361+4.3% | Added |
| Moss Adams Wealth Advisors LLC | 7,560 | $2.23M | 0.20% | +162+2.2% | Added |
| CWS Financial Advisors, LLC | 7,559 | $2.23M | 0.65% | +51+0.7% | Added |
| Signature Estate & Investment Advisors LLC | 7,542 | $2.22M | 0.05% | −101−1.3% | Reduced |
| WESPAC Advisors SoCal, LLC | 7,521 | $2.22M | 0.49% | +359+5.0% | Added |
| Slocum, Gordon & Co LLP | 7,510 | $2.21M | 1.78% | −1,475−16.4% | Reduced |
| Apella Capital, LLC | 7,566 | $2.21M | 0.06% | +974+14.8% | Added |
| Westbourne Investments, Inc. | 7,503 | $2.21M | 1.18% | −600−7.4% | Reduced |
| Brave Asset Management Inc | 7,479 | $2.20M | 0.60% | 00.0% | Unchanged |
| Texas Bank & Trust Co | 7,467 | $2.20M | 0.88% | +25+0.3% | Added |
| Marietta Investment Partners LLC | 7,465 | $2.20M | 0.48% | +869+13.2% | Added |
| Exencial Wealth Advisors, LLC | 7,455 | $2.20M | 0.08% | −679−8.3% | Reduced |
| Texas Yale Capital Corp. | 7,446 | $2.19M | 0.07% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 7,427 | $2.19M | 0.09% | +564+8.2% | Added |
| Ascent Wealth Partners, LLC | 7,424 | $2.19M | 0.27% | −21−0.3% | Reduced |
| MJP Associates Inc | 7,404 | $2.18M | 0.32% | +427+6.1% | Added |
| Plan Group Financial, LLC | 7,401 | $2.18M | 0.72% | +850+13.0% | Added |
| Abundance Wealth Counselors | 7,399 | $2.18M | 0.41% | −7,566−50.6% | Reduced |
| Agate Pass Investment Management, LLC | 7,393 | $2.18M | 0.89% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 7,375 | $2.17M | 0.19% | +42+0.6% | Added |
| Linscomb & Williams, Inc. | 7,353 | $2.17M | 0.10% | −568−7.2% | Reduced |
| S.E.E.D. Planning Group LLC | 7,347 | $2.17M | 0.68% | +636+9.5% | Added |
| North Star Asset Management Inc | 7,343 | $2.16M | 0.09% | +100+1.4% | Added |
| Capital Asset Advisory Services LLC | 7,415 | $2.16M | 0.10% | +339+4.8% | Added |
| Range Financial Group LLC | 7,318 | $2.16M | 0.85% | −32−0.4% | Reduced |
| Venturi Wealth Management, LLC | 7,312 | $2.16M | 0.11% | −500−6.4% | Reduced |
| Belpointe Asset Management LLC | 7,298 | $2.15M | 0.09% | +255+3.6% | Added |
| Inscription Capital, LLC | 7,299 | $2.15M | 0.31% | −1,141−13.5% | Reduced |
| Plancorp, LLC | 7,283 | $2.15M | 0.07% | +357+5.2% | Added |
| Joule Financial, LLC | 7,269 | $2.14M | 0.70% | −245−3.3% | Reduced |