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
- 3,411
- +187 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
- 304
- 1,338 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 | 3,707 | $177.2B |
| Q3 2025 | 3,424 | $163.1B |
| Q2 2025 | 3,411 | $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 |
|---|---|---|---|---|---|
| Axxcess Wealth Management, LLC | 42,649 | $12.6M | 0.30% | +21,518+101.8% | Added |
| Alerus Financial NA | 42,457 | $12.5M | 0.90% | −3,380−7.4% | Reduced |
| Johnson Investment Counsel Inc | 42,094 | $12.4M | 0.11% | +2,189+5.5% | Added |
| Cornerstone Wealth Management, LLC | 42,060 | $12.4M | 0.75% | +1,011+2.5% | Added |
| Clearstead Advisors, LLC | 42,020 | $12.4M | 0.17% | +409+1.0% | Added |
| Atria Wealth Solutions, Inc. | 41,815 | $12.3M | 0.28% | −29,496−41.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 41,606 | $12.3M | 0.65% | −681−1.6% | Reduced |
| Hennessy Advisors Inc | 41,600 | $12.3M | 0.41% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 41,234 | $12.2M | 0.10% | −623−1.5% | Reduced |
| Lathrop Investment Management Corp | 40,779 | $12.0M | 2.27% | +652+1.6% | Added |
| Van Den Berg Management I, Inc | 40,646 | $12.0M | 3.41% | −1,728−4.1% | Reduced |
| Congress Wealth Management LLC | 44,219 | $12.0M | 0.12% | +2,245+5.3% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 40,414 | $11.9M | 1.96% | −75−0.2% | Reduced |
| Sowell Financial Services LLC | 40,166 | $11.8M | 0.48% | −419−1.0% | Reduced |
| ARS Wealth Advisors Group, LLC | 39,996 | $11.8M | 1.36% | −608−1.5% | Reduced |
| Fidelity D & D Bancorp Inc | 39,922 | $11.8M | 7.21% | 00.0% | Unchanged |
| Advisors Management Group Inc | 39,765 | $11.7M | 2.21% | −239−0.6% | Reduced |
| Davy Global Fund Management Ltd | 39,746 | $11.7M | 1.04% | 00.0% | Unchanged |
| Cantor Fitzgerald Investment Adviser L.P. | 39,506 | $11.6M | 0.82% | −95−0.2% | Reduced |
| Laird Norton Trust Company, LLC | 39,500 | $11.6M | 1.60% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 39,054 | $11.5M | 0.91% | +39,054 | New |
| National Asset Management, Inc. | 38,998 | $11.5M | 0.56% | −14,448−27.0% | Reduced |
| Greenwood Capital Associates LLC | 38,989 | $11.5M | 1.43% | −9,768−20.0% | Reduced |
| Ieq Capital, LLC | 38,617 | $11.4M | 0.07% | +843+2.2% | Added |
| Shelter Mutual Insurance Co | 38,491 | $11.3M | 2.63% | 00.0% | Unchanged |
| Savant Capital, LLC | 38,472 | $11.3M | 0.08% | +3,108+8.8% | Added |
| BKD Wealth Advisors, LLC | 38,240 | $11.3M | 0.24% | −96−0.3% | Reduced |
| Merit Financial Group, LLC | 37,842 | $11.2M | 0.12% | +9,666+34.3% | Added |
| Allianz SE | 37,807 | $11.1M | 0.26% | +22,576+148.2% | Added |
| Old National Bancorp | 37,803 | $11.1M | 0.20% | +24,831+191.4% | Added |
| Anderson Hoagland & Co | 37,665 | $11.1M | 1.06% | +72+0.2% | Added |
| Prime Capital Investment Advisors, LLC | 37,578 | $11.1M | 0.15% | −11,629−23.6% | Reduced |
| Greystone Financial Group, LLC | 37,512 | $11.1M | 1.82% | −175−0.5% | Reduced |
| Montgomery Investment Management Inc | 37,492 | $11.1M | 4.28% | −400−1.1% | Reduced |
| Portland Global Advisors LLC | 37,313 | $11.0M | 1.29% | −826−2.2% | Reduced |
| Alpha Omega Wealth Management LLC | 37,275 | $11.0M | 1.97% | −2,550−6.4% | Reduced |
| Man Group plc | 37,173 | $11.0M | 0.02% | −16,077−30.2% | Reduced |
| Snowden Capital Advisors LLC | 37,091 | $10.9M | 0.32% | −1,448−3.8% | Reduced |
| Private Capital Management, LLC | 36,901 | $10.9M | 1.10% | +24,419+195.6% | Added |
| Schnieders Capital Management LLC | 36,842 | $10.9M | 1.91% | −3,241−8.1% | Reduced |
| Avantax Planning Partners, Inc. | 36,701 | $10.8M | 0.34% | −340−0.9% | Reduced |
| Clifford Swan Investment Counsel LLC | 36,585 | $10.8M | 0.38% | −690−1.9% | Reduced |
| Jag Capital Management, LLC | 36,522 | $10.8M | 1.21% | +35,212+2,687.9% | Added |
| Rathbone Brothers plc | 36,422 | $10.7M | 0.05% | −2,399−6.2% | Reduced |
| Sigma Planning Corp | 36,275 | $10.7M | 0.32% | −2,843−7.3% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 36,116 | $10.6M | 4.99% | −881−2.4% | Reduced |
| Caxton Associates LLP | 36,011 | $10.6M | 0.27% | +36,011 | New |
| Bleakley Financial Group, LLC | 35,623 | $10.5M | 0.27% | +3,304+10.2% | Added |
| Community Bank & Trust, Waco, Texas | 35,605 | $10.5M | 2.38% | +28+0.1% | Added |
| Cardinal Point Capital Management, ULC | 35,563 | $10.5M | 0.83% | −170.0% | Reduced |
| Banque Pictet & Cie SA | 35,362 | $10.4M | 0.11% | −10,810−23.4% | Reduced |
| Clearbridge Investments, LLC | 34,912 | $10.3M | 0.01% | −1,520−4.2% | Reduced |
| SFE Investment Counsel | 34,894 | $10.3M | 1.81% | −1,453−4.0% | Reduced |
| Addenda Capital Inc. | 34,722 | $10.2M | 0.37% | −207−0.6% | Reduced |
| XML Financial, LLC | 34,554 | $10.2M | 0.88% | −28−0.1% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 34,522 | $10.2M | 0.52% | +406+1.2% | Added |
| Arete Wealth Advisors, LLC | 34,425 | $10.1M | 0.72% | +15,611+83.0% | Added |
| Principal Street Partners, LLC | 34,381 | $10.1M | 0.99% | +4,175+13.8% | Added |
| Essex Financial Services, Inc. | 34,377 | $10.1M | 0.66% | +4,236+14.1% | Added |
| Foster & Motley Inc | 34,300 | $10.1M | 0.58% | −1,605−4.5% | Reduced |
| Farmers Trust Co | 34,198 | $10.1M | 1.88% | −5,737−14.4% | Reduced |
| Columbia Asset Management | 34,146 | $10.1M | 1.98% | −2,508−6.8% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 34,143 | $10.1M | 0.83% | +1,576+4.8% | Added |
| Caisse des Depots Et Consignations | 34,085 | $10.0M | 0.42% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 34,054 | $10.0M | 1.97% | +30,703+916.2% | Added |
| Whittier Trust Co | 33,988 | $10.0M | 0.12% | −1,062−3.0% | Reduced |
| Romano Brothers and Company | 33,973 | $10.0M | 1.24% | −2,004−5.6% | Reduced |
| Citizens Financial Group Inc | 33,938 | $10.0M | 0.16% | +15,474+83.8% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 33,936 | $10.0M | 0.77% | −11,928−26.0% | Reduced |
| Hudson Valley Investment Advisors Inc | 33,911 | $10.0M | 1.09% | +3,103+10.1% | Added |
| Gateway Investment Advisers LLC | 33,834 | $9.97M | 0.11% | −6,567−16.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 33,752 | $9.95M | 0.20% | −497−1.5% | Reduced |
| Independent Financial Group, LLC | 33,733 | $9.94M | 0.27% | +3,328+10.9% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 33,729 | $9.94M | 0.50% | +3,441+11.4% | Added |
| South State Corp. | 33,614 | $9.91M | 0.43% | +4,523+15.5% | Added |
| Sienna Gestion | 36,780 | $9.90M | 0.68% | +36,780 | New |
| Courier Capital LLC | 33,386 | $9.84M | 0.60% | −5,332−13.8% | Reduced |
| Eastern Bank | 33,332 | $9.83M | 0.19% | +887+2.7% | Added |
| Employees Retirement System of Texas | 33,136 | $9.77M | 0.08% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 33,077 | $9.75M | 1.21% | +4,014+13.8% | Added |
| Bedell Frazier Investment Counseling, LLC | 32,931 | $9.71M | 2.44% | −274−0.8% | Reduced |
| Berger Financial Group, Inc | 32,513 | $9.58M | 0.62% | −246−0.8% | Reduced |
| Premier Fund Managers Ltd | 32,760 | $9.49M | 0.35% | −4,000−10.9% | Reduced |
| L2 Asset Management, LLC | 32,109 | $9.47M | 1.55% | −4,092−11.3% | Reduced |
| Triglav Skladi, D.O.O. | 32,000 | $9.43M | 0.68% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 31,974 | $9.43M | 1.41% | −3,913−10.9% | Reduced |
| Marathon Capital Management | 31,852 | $9.39M | 2.39% | −65−0.2% | Reduced |
| Ameritas Investment Partners, Inc. | 31,765 | $9.36M | 0.30% | −23−0.1% | Reduced |
| Nicholas Company, Inc. | 31,636 | $9.33M | 0.16% | −7,100−18.3% | Reduced |
| Empirical Finance, LLC | 31,461 | $9.27M | 0.49% | +203+0.6% | Added |
| Ar Asset Management Inc | 31,452 | $9.27M | 2.06% | 00.0% | Unchanged |
| Ostrum Asset Management | 31,388 | $9.25M | 0.43% | +2,654+9.2% | Added |
| Meritage Portfolio Management | 31,312 | $9.23M | 0.58% | −410−1.3% | Reduced |
| Van Strum & Towne Inc. | 31,235 | $9.21M | 2.91% | −1,062−3.3% | Reduced |
| Cohen Klingenstein LLC | 31,167 | $9.19M | 0.31% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 31,082 | $9.16M | 0.68% | −479−1.5% | Reduced |
| KMG Fiduciary Partners, LLC | 30,633 | $9.03M | 0.67% | +460+1.5% | Added |
| Nia Impact Advisors, LLC | 30,512 | $8.99M | 3.11% | −8,861−22.5% | Reduced |
| Lockheed Martin Investment Management Co | 30,500 | $8.99M | 0.33% | +16,500+117.9% | Added |
| Canandaigua National Bank & Trust Co | 30,382 | $8.96M | 0.83% | −245−0.8% | Reduced |