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 | 3,495 | $143.7B |
| Q4 2025 | 3,708 | $177.2B |
| Q3 2025 | 3,425 | $163.1B |
| Q2 2025 | 3,412 | $172.7B |
| Q1 2025 | 3,267 | $145.7B |
| Q4 2024 | 3,146 | $126.2B |
| Q3 2024 | 2,940 | $124.7B |
| Q2 2024 | 2,763 | $95.1B |
| Q1 2024 | 2,808 | $104.2B |
| Q4 2023 | 2,685 | $88.4B |
| Q3 2023 | 2,467 | $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 |
|---|---|---|---|---|---|
| SOA Wealth Advisors, LLC. | 3,526 | $1.04M | 0.20% | +527+17.6% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 3,518 | $1.04M | 0.10% | +5+0.1% | Added |
| Vista Investment Partners II, LLC | 3,512 | $1.04M | 0.50% | +14+0.4% | Added |
| McGlone Suttner Wealth Management, Inc. | 3,505 | $1.03M | 0.16% | +95+2.8% | Added |
| Mechanics Financial Corp | 3,501 | $1.03M | 0.44% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 3,500 | $1.03M | 0.01% | +39+1.1% | Added |
| Basso Capital Management, L.P. | 3,500 | $1.03M | 0.76% | +1,000+40.0% | Added |
| Peak Asset Management, LLC | 3,498 | $1.03M | 0.19% | +1,098+45.8% | Added |
| Lynx Investment Advisory | 3,495 | $1.03M | 0.67% | +48+1.4% | Added |
| Geometric Wealth Advisors | 3,493 | $1.03M | 0.15% | +10.0% | Added |
| Mitchell Sinkler & Starr | 3,485 | $1.03M | 0.49% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 3,483 | $1.03M | 0.59% | −46−1.3% | Reduced |
| Harvest Fund Management Co., Ltd | 3,482 | $1.03M | 0.05% | −2,725−43.9% | Reduced |
| Oxford Financial Group Ltd | 3,480 | $1.03M | 0.06% | −90−2.5% | Reduced |
| Thomasville National Bank | 3,476 | $1.02M | 0.07% | −906−20.7% | Reduced |
| Medallion Wealth Advisors, LLC | 3,512 | $1.02M | 0.40% | +253+7.8% | Added |
| Abacus Planning Group, Inc. | 3,472 | $1.02M | 0.15% | +70+2.1% | Added |
| Francis Financial, Inc. | 3,471 | $1.02M | 0.24% | +183+5.6% | Added |
| Mechanics Bank Trust Department | 3,470 | $1.02M | 0.15% | −58−1.6% | Reduced |
| Planning Alternatives Ltd | 3,464 | $1.02M | 0.14% | +595+20.7% | Added |
| Orion Capital Management LLC | 3,454 | $1.02M | 0.39% | +51+1.5% | Added |
| Magnus Financial Group LLC | 3,443 | $1.02M | 0.09% | −229−6.2% | Reduced |
| Port Capital LLC | 3,441 | $1.01M | 0.04% | −200−5.5% | Reduced |
| Destination Wealth Management | 3,437 | $1.01M | 0.03% | −314−8.4% | Reduced |
| Quadcap Wealth Management, LLC | 3,434 | $1.01M | 0.13% | −333−8.8% | Reduced |
| AMJ Financial Wealth Management | 3,432 | $1.01M | 0.26% | −487−12.4% | Reduced |
| Warwick Investment Management, Inc. | 3,419 | $1.01M | 0.20% | −23−0.7% | Reduced |
| Opinicus Capital, Inc. | 3,411 | $1.01M | 0.76% | +28+0.8% | Added |
| Kendall Capital Management | 3,404 | $1.00M | 0.27% | −20−0.6% | Reduced |
| Boston Trust Walden Corp | 3,402 | $1.00M | 0.01% | +100+3.0% | Added |
| Red Door Wealth Management, LLC | 3,401 | $1.00M | 0.12% | +134+4.1% | Added |
| Creekside Partners | 3,397 | $1.00M | 0.48% | +4+0.1% | Added |
| Strategic Financial Concepts, LLC | 3,391 | $999.7K | 0.14% | −5,984−63.8% | Reduced |
| Legal Advantage Investments, Inc. | 3,384 | $997.5K | 0.47% | −50−1.5% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 3,369 | $993.1K | 0.62% | −1,531−31.2% | Reduced |
| WBH Advisory Inc | 3,368 | $992.7K | 0.08% | −372−9.9% | Reduced |
| Financial Sense Advisors, Inc. | 3,367 | $992.5K | 0.24% | +14+0.4% | Added |
| Severin Investments, LLC | 3,364 | $991.7K | 0.93% | −62−1.8% | Reduced |
| First Western Trust Bank | 3,363 | $991.3K | 0.04% | −239−6.6% | Reduced |
| Holistic Financial Partners | 3,361 | $990.8K | 0.43% | −57−1.7% | Reduced |
| Invictus Private Wealth, LLC | 3,358 | $989.9K | 0.07% | −204−5.7% | Reduced |
| LMG Wealth Partners, LLC | 3,357 | $989.6K | 0.20% | +14+0.4% | Added |
| Peachtree Investment Partners, LLC | 3,355 | $988.9K | 0.38% | +1,141+51.5% | Added |
| Gilbert & Cook, Inc. | 3,341 | $984.9K | 0.13% | +158+5.0% | Added |
| Hutchinson Capital Management | 3,334 | $982.8K | 0.18% | +5+0.2% | Added |
| SNS Financial Group, LLC | 3,329 | $981.2K | 0.09% | +8+0.2% | Added |
| Westfield Capital Management Co LP | 3,320 | $978.7K | 0.00% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 3,319 | $978.3K | 0.23% | −46−1.4% | Reduced |
| Country Trust Bank | 3,314 | $976.9K | 0.02% | +604+22.3% | Added |
| Indiana Trust & Investment Management CO | 3,313 | $976.6K | 0.32% | +153+4.8% | Added |
| Wealth Quarterback LLC | 3,313 | $976.6K | 0.46% | −194−5.5% | Reduced |
| Burling Wealth Partners, LLC | 3,310 | $975.7K | 0.18% | −147−4.3% | Reduced |
| LaSalle St. Investment Advisors, LLC | 3,309 | $975.0K | 0.27% | −24−0.7% | Reduced |
| Investment Partners, Ltd. | 3,306 | $974.6K | 0.37% | −426−11.4% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 3,305 | $974.3K | 0.12% | +10.0% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 3,303 | $973.7K | 0.05% | +895+37.2% | Added |
| Roof Eidam & Maycock | 3,295 | $971.3K | 0.24% | 00.0% | Unchanged |
| Northstar Advisory Group, LLC | 3,290 | $969.9K | 0.47% | +735+28.8% | Added |
| Aviance Capital Partners, LLC | 3,290 | $969.7K | 0.13% | +583+21.5% | Added |
| Sachetta, LLC | 3,286 | $968.6K | 0.38% | −260−7.3% | Reduced |
| Cardiff Park Advisors, LLC | 3,281 | $967.0K | 0.08% | −17−0.5% | Reduced |
| Appleton Partners Inc | 3,277 | $966.0K | 0.07% | −228−6.5% | Reduced |
| Syon Capital LLC | 3,265 | $962.5K | 0.06% | +370+12.8% | Added |
| Fairfield Financial Advisors, LTD | 3,253 | $958.8K | 0.34% | +1,584+94.9% | Added |
| 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 |
| Charles Schwab Trust Co | 3,250 | $958.0K | 0.07% | 00.0% | Unchanged |
| Houlihan Financial Resource Group, Ltd. | 3,429 | $958.0K | 0.40% | −60−1.7% | Reduced |
| Capstone Wealth Management Group LLC | 3,242 | $955.6K | 0.70% | −108−3.2% | Reduced |
| Vaughan & Co Securities, Inc. | 3,234 | $953.3K | 0.55% | +53+1.7% | Added |
| Earnest Partners LLC | 3,225 | $950.7K | 0.00% | +300+10.3% | Added |
| Eagle Bay Advisors LLC | 3,224 | $950.4K | 0.79% | +10.0% | Added |
| Sittner & Nelson, LLC | 3,220 | $949.3K | 0.38% | 00.0% | Unchanged |
| Roundview Capital LLC | 3,219 | $948.9K | 0.06% | +831+34.8% | Added |
| Boston Research & Management Inc | 3,213 | $947.3K | 0.22% | 00.0% | Unchanged |
| Stamos Capital Partners, L.P. | 3,213 | $947.1K | 0.17% | −226−6.6% | Reduced |
| Curbstone Financial Management Corp | 3,208 | $945.7K | 0.19% | −552−14.7% | Reduced |
| Howe & Rusling Inc | 3,204 | $944.5K | 0.07% | −186−5.5% | Reduced |
| TCM Advisors, LLC | – | $943.3K | 0.79% | – | – |
| Roth Financial Partners LLC | 3,200 | $943.3K | 0.34% | 00.0% | Unchanged |
| Montz Harcus Wealth Management LLC | 3,193 | $941.3K | 0.45% | −47−1.5% | Reduced |
| Somerville Kurt F | 3,192 | $940.9K | 0.16% | −200−5.9% | Reduced |
| Strategy Asset Managers LLC | 3,189 | $940.1K | 0.18% | +337+11.8% | Added |
| China Universal Asset Management Co., Ltd. | 3,165 | $933.0K | 0.09% | −1,974−38.4% | Reduced |
| Allred Capital Management, LLC | 3,159 | $931.5K | 0.35% | +12+0.4% | Added |
| Visionary Wealth Advisors | 3,151 | $928.7K | 0.05% | +481+18.0% | Added |
| Insight 2811, Inc. | 3,150 | $928.6K | 0.44% | −53−1.7% | Reduced |
| First United Bank Trust | 3,149 | $928.3K | 0.32% | −55−1.7% | Reduced |
| Capital Markets Trading UK LLP | 3,149 | $928.0K | 1.05% | +2,187+227.3% | Added |
| MV Capital Management, Inc. | 3,141 | $926.0K | 0.10% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 3,139 | $925.4K | 0.33% | −7−0.2% | Reduced |
| Bouchey Financial Group Ltd | 3,127 | $921.8K | 0.08% | +4+0.1% | Added |
| FORM Wealth Advisors, LLC | 3,126 | $921.6K | 0.11% | 00.0% | Unchanged |
| Valpey Financial Services, LLC | 3,122 | $920.3K | 0.64% | +3,122 | New |
| RIA Advisory Group LLC | 3,118 | $919.2K | 0.27% | −3,124−50.0% | Reduced |
| Reyes Financial Architecture, Inc. | 3,118 | $919.1K | 0.79% | +104+3.5% | Added |
| Dana Investment Advisors, Inc. | 3,108 | $916.2K | 0.03% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 3,107 | $916.0K | 0.07% | +110+3.7% | Added |
| Umpqua Bank | 3,149 | $914.5K | 0.28% | +461+17.2% | Added |
| Persium Advisors, LLC | 3,101 | $914.1K | 0.76% | −59−1.9% | Reduced |