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 |
|---|---|---|---|---|---|
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,755 | $812.1K | 0.30% | 00.0% | Unchanged |
| Optas, LLC | 2,750 | $810.6K | 0.15% | +54+2.0% | Added |
| MUFG Securities EMEA plc | 2,746 | $809.5K | 0.04% | +2,746 | New |
| Cromwell Holdings LLC | 2,744 | $808.9K | 0.49% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 2,742 | $808.3K | 0.07% | −85−3.0% | Reduced |
| Black Diamond Financial, LLC | 2,739 | $807.5K | 0.13% | +34+1.3% | 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 |
| Ocean Capital Management, LLC | 2,730 | $804.6K | 0.18% | +11+0.4% | Added |
| VSM Wealth Advisory, LLC | 2,728 | $804.1K | 0.27% | +31+1.1% | Added |
| Barrett & Company, Inc. | 2,726 | $803.4K | 0.30% | +3+0.1% | Added |
| Lewis Asset Management, LLC | 2,714 | $800.1K | 0.38% | −358−11.7% | Reduced |
| Certior Financial Group, LLC | 2,714 | $799.9K | 0.61% | +97+3.7% | Added |
| Fort Point Capital Partners LLC | 2,706 | $797.6K | 0.08% | +137+5.3% | Added |
| Kiker Wealth Management, LLC | 2,703 | $796.8K | 0.45% | +10.0% | Added |
| Tortoise Investment Management, LLC | 2,701 | $796.2K | 0.08% | +10.0% | Added |
| Gryphon Financial Partners LLC | 2,700 | $796.0K | 0.10% | +155+6.1% | Added |
| Eagle Capital Management LLC | 2,700 | $795.9K | 0.00% | 00.0% | Unchanged |
| 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 |
| Seeds Investor LLC | 2,691 | $793.3K | 0.19% | +75+2.9% | Added |
| Evanson Asset Management, LLC | 2,675 | $788.5K | 0.05% | +147+5.8% | Added |
| Magnolia Capital Advisors LLC | 2,670 | $787.1K | 0.20% | −32−1.2% | Reduced |
| Spirit of America Management Corp | 2,668 | $786.5K | 0.16% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 2,667 | $786.2K | 0.35% | −64−2.3% | Reduced |
| Doheny Asset Management | 2,665 | $786.0K | 0.55% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 2,665 | $785.6K | 0.05% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 2,663 | $784.9K | 0.34% | +6+0.2% | Added |
| FourThought Financial Partners, LLC | 2,662 | $784.7K | 0.08% | −89−3.2% | Reduced |
| Wernau Asset Management Inc. | 2,656 | $782.9K | 0.89% | −8−0.3% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 2,654 | $782.5K | 0.22% | +257+10.7% | Added |
| Volterra Technologies LP | 2,653 | $782.1K | 1.06% | +2,653 | New |
| Meadow Creek Wealth Advisors LLC | 2,652 | $781.8K | 0.53% | +177+7.2% | Added |
| Sonata Capital Group Inc | 2,650 | $781.0K | 0.31% | −670−20.2% | Reduced |
| Private Wealth Partners, LLC | 2,647 | $780.3K | 0.06% | 00.0% | Unchanged |
| Tower Wealth Partners, Inc. | 2,632 | $775.9K | 0.46% | +129+5.2% | Added |
| Hanlon Investment Management, Inc. | 2,631 | $775.6K | 0.56% | +2,631 | New |
| Amplius Wealth Advisors, LLC | 2,630 | $775.3K | 0.07% | +35+1.3% | Added |
| Sym Financial Corp | 2,625 | $773.8K | 0.09% | +130+5.2% | Added |
| Investment Advisory Group, LLC | 2,624 | $773.4K | 0.23% | −4−0.2% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 2,618 | $771.7K | 0.67% | −335−11.3% | Reduced |
| Commonwealth Financial Services, LLC | 2,617 | $771.5K | 0.15% | +19+0.7% | Added |
| Hemington Wealth Management | 2,618 | $771.0K | 0.11% | +134+5.4% | Added |
| Fulton Breakefield Broenniman LLC | 2,608 | $768.7K | 0.05% | −26−1.0% | Reduced |
| Willis Johnson & Associates, Inc. | 2,604 | $767.6K | 0.05% | −78−2.9% | Reduced |
| Horizon Wealth Management, LLC | 2,602 | $766.9K | 0.13% | −148−5.4% | Reduced |
| Eldridge Investment Advisors, Inc. | 2,597 | $765.5K | 0.16% | 00.0% | Unchanged |
| Boltwood Capital Management | 2,595 | $765.0K | 0.22% | −97−3.6% | Reduced |
| Univest Financial Corp | 2,591 | $763.7K | 0.05% | +51+2.0% | Added |
| Global X Japan Co., Ltd. | 2,581 | $760.8K | 0.08% | −344−11.8% | Reduced |
| Bullock Wealth Management Group | 2,611 | $760.3K | 0.40% | −161−5.8% | Reduced |
| Goldstone Financial Group, LLC | 2,600 | $759.0K | 0.10% | +194+8.1% | Added |
| Fenimore Asset Management Inc | 2,573 | $758.5K | 0.02% | 00.0% | Unchanged |
| Wealthstar Advisors, LLC | 2,572 | $758.2K | 0.29% | −682−21.0% | Reduced |
| Congress Park Capital LLC | 2,563 | $755.5K | 0.25% | −1,000−28.1% | Reduced |
| Glen Eagle Advisors, LLC | 2,561 | $754.9K | 0.12% | −26−1.0% | Reduced |
| Wealth Group, Ltd. | 2,559 | $754.0K | 0.75% | +54+2.2% | Added |
| Integrity Financial Corp | 2,551 | $752.0K | 0.38% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 2,551 | $751.9K | 0.10% | +51+2.0% | Added |
| Isthmus Partners, LLC | 2,548 | $751.1K | 0.09% | +927+57.2% | Added |
| McGowan Group Asset Management, Inc. | 2,540 | $748.7K | 0.09% | +114+4.7% | Added |
| Trillium Asset Management, LLC | 2,511 | $740.0K | 0.02% | +82+3.4% | Added |
| Commonwealth Retirement Investments LLC | 2,510 | $739.9K | 0.28% | −14,284−85.1% | Reduced |
| Aire Advisors, LLC | 2,508 | $739.2K | 0.14% | +10.0% | Added |
| Sunbeam Capital Management, LLC | 2,506 | $738.6K | 0.56% | +1,489+146.4% | Added |
| Evernest Financial Advisors, LLC | 2,504 | $738.1K | 0.24% | +467+22.9% | Added |
| Greenwood Gearhart Inc | 2,504 | $738.1K | 0.05% | −29−1.1% | Reduced |
| Legacy Financial Strategies, LLC | 2,503 | $738.0K | 0.14% | +1,504+150.6% | Added |
| Weaver Consulting Group | 2,499 | $736.7K | 0.20% | +3+0.1% | Added |
| MFA Wealth Services | 2,496 | $735.7K | 0.55% | +31+1.3% | Added |
| Gradient Investments LLC | 2,492 | $734.6K | 0.01% | +572+29.8% | Added |
| Retirement Income Solutions, Inc | 2,490 | $734.0K | 0.13% | +99+4.1% | Added |
| Evermay Wealth Management LLC | 2,489 | $733.7K | 0.09% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 2,488 | $733.5K | 0.05% | −198−7.4% | Reduced |
| MBM Wealth Consultants, LLC | 2,484 | $732.3K | 0.20% | −15−0.6% | Reduced |
| Sterling Financial Planning, Inc. | 2,483 | $732.0K | 0.24% | −10.0% | Reduced |
| Asset Advisors Investment Management, LLC | 2,483 | $731.9K | 0.07% | 00.0% | Unchanged |
| Financial Management Network Inc | 2,502 | $730.4K | 0.13% | +259+11.5% | Added |
| Walkner Condon Financial Advisors LLC | 2,475 | $729.6K | 0.13% | 00.0% | Unchanged |
| Builder Investment Group Inc | 2,475 | $729.6K | 0.18% | 00.0% | Unchanged |
| 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 |
| Revolve Wealth Partners, LLC | 2,467 | $727.1K | 0.09% | +322+15.0% | Added |
| D. Scott Neal, Inc. | 2,462 | $725.7K | 0.36% | +10+0.4% | Added |
| Berkshire Bank | 2,462 | $725.7K | 0.17% | −1,242−33.5% | Reduced |
| 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 |
| Brendel Financial Advisors LLC | 2,452 | $723.0K | 0.41% | +14+0.6% | Added |
| Bigelow Investment Advisors, LLC | 2,451 | $722.5K | 0.32% | 00.0% | Unchanged |
| Fiduciary Wealth Partners, LLC | 2,450 | $722.2K | 0.68% | +2,433+14,311.8% | Added |
| First Interstate Bank | 2,450 | $722.2K | 0.04% | −98−3.8% | Reduced |
| Emergent Wealth Advisors, LLC | 2,444 | $720.5K | 0.46% | +138+6.0% | Added |
| WFA of San Diego, LLC | 2,441 | $719.6K | 0.53% | +2,441 | New |
| United Asset Strategies, Inc. | 2,437 | $718.4K | 0.06% | +2+0.1% | Added |
| Foster Group, Inc. | 2,436 | $718.1K | 0.02% | +49+2.1% | Added |
| Wescott Financial Advisory Group, LLC | 2,436 | $718.0K | 0.07% | +14+0.6% | 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 |
| Narus Financial Partners, LLC | 2,430 | $716.2K | 0.22% | +42+1.8% | Added |
| Five Oceans Advisors | 2,420 | $713.4K | 0.30% | −16−0.7% | Reduced |