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
- +188 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
- 305
- 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 | 3,708 | $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 |
|---|---|---|---|---|---|
| Wetherby Asset Management Inc | 18,526 | $5.46M | 0.24% | +18,526 | New |
| Atlantic Union Bankshares Corp | 18,468 | $5.44M | 0.12% | +12,130+191.4% | Added |
| B & T Capital Management DBA Alpha Capital Management | 18,462 | $5.44M | 0.94% | +510+2.8% | Added |
| HBK Sorce Advisory LLC | 18,450 | $5.44M | 0.15% | +439+2.4% | Added |
| Philip James Wealth Mangement, LLC | 18,446 | $5.44M | 0.69% | −3,488−15.9% | Reduced |
| Fiduciary Alliance LLC | 18,427 | $5.43M | 0.41% | +12,842+229.9% | Added |
| Hallmark Capital Management Inc | 18,417 | $5.43M | 0.39% | −318−1.7% | Reduced |
| Northcape Wealth Management, LLC | 18,417 | $5.43M | 1.66% | −202−1.1% | Reduced |
| RPg Family Wealth Advisory, LLC | 18,366 | $5.41M | 1.44% | +18,366 | New |
| RNC Capital Management LLC | 18,352 | $5.41M | 0.26% | −126,872−87.4% | Reduced |
| SPC Financial, Inc. | 18,335 | $5.40M | 0.45% | −529−2.8% | Reduced |
| Fisher Asset Management, LLC | 18,301 | $5.39M | 0.00% | −2,729−13.0% | Reduced |
| Douglass Winthrop Advisors, LLC | 18,245 | $5.38M | 0.10% | +50+0.3% | Added |
| AIMZ Investment Advisors, LLC | 18,201 | $5.37M | 1.80% | −348−1.9% | Reduced |
| BancorpSouth Bank | 18,173 | $5.36M | 0.35% | +1,248+7.4% | Added |
| Birinyi Associates Inc | 18,171 | $5.36M | 1.57% | +2,730+17.7% | Added |
| Gamco Investors, Inc. Et Al | 18,154 | $5.35M | 0.05% | −130−0.7% | Reduced |
| Mount Yale Investment Advisors, LLC | 18,104 | $5.34M | 0.42% | −1,813−9.1% | Reduced |
| Ofi Invest Asset Management | 21,205 | $5.33M | 0.13% | +3,896+22.5% | Added |
| Larson Financial Group LLC | 18,047 | $5.32M | 0.21% | +1,465+8.8% | Added |
| Signature Wealth Management Group | 18,033 | $5.32M | 2.10% | −479−2.6% | Reduced |
| C2C Wealth Management, LLC | 18,029 | $5.31M | 4.81% | 00.0% | Unchanged |
| Inspire Trust Co, N.A. | 18,000 | $5.31M | 1.09% | +1,000+5.9% | Added |
| Mission Wealth Management, LP | 17,987 | $5.30M | 0.12% | +370+2.1% | Added |
| Haverford Trust Co | 17,963 | $5.30M | 0.05% | −339−1.9% | Reduced |
| Fayez Sarofim & Co | 17,896 | $5.28M | 0.01% | −1,446−7.5% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 17,891 | $5.27M | 0.02% | +12,534+234.0% | Added |
| McDonald Partners LLC | 17,828 | $5.27M | 1.27% | −203−1.1% | Reduced |
| Plato Investment Management Ltd | 17,896 | $5.26M | 0.40% | +2,247+14.4% | Added |
| AMG National Trust Bank | 17,819 | $5.25M | 0.14% | +191+1.1% | Added |
| NJ State Employees Deferred Compensation Plan | 17,800 | $5.25M | 0.62% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 17,791 | $5.24M | 0.89% | −652−3.5% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 17,788 | $5.24M | 0.44% | +415+2.4% | Added |
| Montag A & Associates Inc | 17,767 | $5.24M | 0.26% | −634−3.4% | Reduced |
| NTV Asset Management LLC | 17,733 | $5.23M | 0.62% | +100+0.6% | Added |
| Dorsey Wright & Associates | 17,698 | $5.22M | 1.24% | +17,698 | New |
| Cypress Capital Group | 17,669 | $5.21M | 0.65% | +881+5.2% | Added |
| Kinloch Capital, LLC | 17,664 | $5.21M | 2.42% | +308+1.8% | Added |
| Agf Management Ltd | 17,624 | $5.20M | 0.02% | −10.0% | Reduced |
| St Germain D J Co Inc | 17,582 | $5.18M | 0.22% | +6,542+59.3% | Added |
| Richard Bernstein Advisors LLC | 17,578 | $5.18M | 0.13% | −1,889−9.7% | Reduced |
| Left Brain Wealth Management, LLC | 17,473 | $5.15M | 1.81% | −191−1.1% | Reduced |
| N.E.W. Advisory Services LLC | 17,395 | $5.13M | 0.50% | −427−2.4% | Reduced |
| Kingswood Wealth Advisors, LLC | 17,388 | $5.13M | 0.40% | −90−0.5% | Reduced |
| Trust Co of Toledo NA | 17,386 | $5.13M | 0.57% | −467−2.6% | Reduced |
| Valeo Financial Advisors, LLC | 17,317 | $5.10M | 0.13% | +2,480+16.7% | Added |
| Atlas Wealth LLC | 17,475 | $5.09M | 1.86% | +118+0.7% | Added |
| CWA Asset Management Group, LLC | 17,253 | $5.09M | 0.21% | +839+5.1% | Added |
| Burney Co | 17,244 | $5.08M | 0.17% | −1,701−9.0% | Reduced |
| Cornerstone Enterprises, LLC | 17,211 | $5.07M | 2.73% | +10,866+171.3% | Added |
| Impax Asset Management Group plc | 17,206 | $5.07M | 0.03% | +4,751+38.1% | Added |
| Citadel Investment Advisory, Inc. | 17,185 | $5.07M | 2.45% | −531−3.0% | Reduced |
| Stonebridge Capital Advisors LLC | 17,162 | $5.06M | 0.38% | −3,859−18.4% | Reduced |
| Private Trust Co NA | 17,137 | $5.05M | 0.48% | +477+2.9% | Added |
| Naples Global Advisors, LLC | 17,092 | $5.04M | 0.43% | +155+0.9% | Added |
| Howland Capital Management LLC | 17,076 | $5.03M | 0.21% | +4,368+34.4% | Added |
| Paragon Capital Management LLC | 17,056 | $5.03M | 2.58% | −342−2.0% | Reduced |
| Brookstone Capital Management | 16,988 | $5.01M | 0.07% | −807−4.5% | Reduced |
| Union Bancaire Privee, UBP SA | 21,484 | $5.00M | 0.08% | +13,452+167.5% | Added |
| KKM Financial LLC | 16,935 | $4.99M | 1.74% | +4,121+32.2% | Added |
| Jaffetilchin Investment Partners, LLC | 16,921 | $4.99M | 0.33% | +1,291+8.3% | Added |
| Callan Family Office, LLC | 16,918 | $4.99M | 0.16% | +13,935+467.1% | Added |
| Bill Few Associates, Inc. | 16,908 | $4.98M | 1.41% | +1,483+9.6% | Added |
| Field & Main Bank | 16,894 | $4.98M | 1.62% | +90+0.5% | Added |
| Savvy Advisors, Inc. | 16,843 | $4.96M | 0.33% | +1,874+12.5% | Added |
| S&CO Inc | 16,788 | $4.95M | 0.32% | −100−0.6% | Reduced |
| Asset Dedication, LLC | 16,653 | $4.91M | 0.36% | +149+0.9% | Added |
| IHT Wealth Management, LLC | 16,633 | $4.90M | 0.13% | +172+1.0% | Added |
| Fairvoy Private Wealth, LLC | 16,600 | $4.89M | 1.22% | +231+1.4% | Added |
| Leo Wealth, LLC | 16,612 | $4.89M | 0.38% | −242−1.4% | Reduced |
| TD Private Client Wealth LLC | 16,445 | $4.85M | 0.12% | +354+2.2% | Added |
| Sky Investment Group LLC | 16,394 | $4.83M | 0.85% | −105−0.6% | Reduced |
| VestGen Advisors, LLC | 18,076 | $4.82M | 0.19% | +2,405+15.3% | Added |
| Pittenger & Anderson Inc | 16,330 | $4.81M | 0.18% | +420+2.6% | Added |
| St. Clair Advisors, LLC | 16,301 | $4.81M | 1.26% | 00.0% | Unchanged |
| Caldwell Trust Co | 16,294 | $4.80M | 0.48% | +1,342+9.0% | Added |
| Ledyard National Bank | 16,266 | $4.79M | 0.45% | −210−1.3% | Reduced |
| Associated Banc-Corp | 16,251 | $4.79M | 0.14% | +244+1.5% | Added |
| Verity Asset Management, Inc. | 16,170 | $4.77M | 2.28% | −15,388−48.8% | Reduced |
| Bontempo Ohly Capital Mgmt LLC | 16,147 | $4.76M | 2.16% | +75+0.5% | Added |
| WealthPLAN Partners, LLC | 16,147 | $4.76M | 0.77% | −6,074−27.3% | Reduced |
| New England Asset Management Inc | 16,130 | $4.75M | 0.74% | −4,155−20.5% | Reduced |
| Catherine Avery Investment Management LLC | 16,125 | $4.75M | 3.61% | −1,690−9.5% | Reduced |
| Grimes & Company, Inc. | 16,080 | $4.74M | 0.13% | +141+0.9% | Added |
| Stolper Co | 16,007 | $4.72M | 1.55% | −871−5.2% | Reduced |
| United Capital Management of KS, Inc. | 15,994 | $4.71M | 0.74% | +15+0.1% | Added |
| First Pacific Financial | 15,982 | $4.71M | 0.69% | +15,309+2,274.7% | Added |
| Exeter Financial, LLC | 15,936 | $4.70M | 2.09% | −620−3.7% | Reduced |
| Spinnaker Trust | 15,935 | $4.70M | 0.28% | +168+1.1% | Added |
| Keel Point, LLC | 15,845 | $4.67M | 0.31% | +567+3.7% | Added |
| Bangor Savings Bank | 15,818 | $4.66M | 0.42% | −68−0.4% | Reduced |
| Annex Advisory Services, LLC | 15,727 | $4.64M | 0.11% | +3,348+27.0% | Added |
| M&G Plc | 15,712 | $4.64M | 0.03% | −21,059−57.3% | Reduced |
| Ingalls & Snyder LLC | 15,679 | $4.62M | 0.16% | −1,439−8.4% | Reduced |
| ING Groep NV | 15,634 | $4.61M | 0.03% | +3,682+30.8% | Added |
| JPL Wealth Management, LLC | 15,485 | $4.56M | 1.23% | −8−0.1% | Reduced |
| ZWJ Investment Counsel Inc | 15,423 | $4.55M | 0.17% | +340+2.3% | Added |
| Round Rock Advisors, LLC | 15,415 | $4.54M | 0.78% | +420+2.8% | Added |
| Ascent Group, LLC | 15,373 | $4.53M | 0.18% | −1,625−9.6% | Reduced |
| Diversify Wealth Management, LLC | 19,252 | $4.52M | 0.28% | +1,678+9.5% | Added |