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, Q4 2025
Institutional positions in International Business Machines Corp as of Dec 31, 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
- 3,708
- +355 vs. Q3 2025
- Shares held
- 601.7M
- +24.7M (+4.3%) vs. Q3 2025
- Total value
- $177.2B
- +$14.4B (+8.8%) vs. Q3 2025
- New holders
- 471
- 1,452 more added
- Sold out
- 116
- 1,290 more reduced
72 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding International Business Machines Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| QTR Family Wealth, LLC | 1,332 | $388.7K | 0.17% | +43+3.3% | Added |
| Bernardo Wealth Planning LLC | 1,312 | $388.6K | 0.07% | +29+2.3% | Added |
| 55 North Private Wealth, LLC | 1,312 | $388.5K | 0.10% | +1,312 | New |
| Fiduciary Wealth Partners, LLC | 1,311 | $388.3K | 0.16% | −17−1.3% | Reduced |
| Goldstein Advisors, LLC | 1,309 | $387.7K | 0.04% | −30−2.2% | Reduced |
| Connecticut Capital Management Group, LLC | 1,306 | $386.9K | 0.37% | +1,306 | New |
| Colonial Trust Advisors | 1,306 | $386.8K | 0.03% | −45−3.3% | Reduced |
| Blankinship & Foster, LLC | 1,302 | $385.6K | 0.08% | +1+0.1% | Added |
| Gutierrez Wealth Advisory, LLC | 1,302 | $385.6K | 0.24% | +104+8.7% | Added |
| Westshore Wealth, LLC | 1,300 | $385.1K | 0.13% | −200−13.3% | Reduced |
| SWMG, LLC | 1,287 | $384.7K | 0.11% | −10−0.8% | Reduced |
| Formulate Financial LLC | 1,295 | $383.6K | 0.45% | +530+69.3% | Added |
| LifeSteps Financial, Inc. | 1,295 | $383.6K | 0.25% | +2+0.2% | Added |
| Lazari Capital Management, Inc. | 1,294 | $383.3K | 0.13% | +7+0.5% | Added |
| Weinberger Asset Management, Inc | 1,294 | $383.2K | 0.14% | +4+0.3% | Added |
| Sunpointe, LLC | 1,293 | $382.9K | 0.13% | +246+23.5% | Added |
| RB Capital Management, LLC | 1,292 | $382.6K | 0.08% | +208+19.2% | Added |
| Pitcairn Wealth Advisors LLC | 1,291 | $382.4K | 0.03% | +1,291 | New |
| Harvest Fund Management Co., Ltd | 1,291 | $382.0K | 0.01% | +1,279+10,658.3% | Added |
| Chemung Canal Trust Co | 1,289 | $381.8K | 0.08% | 00.0% | Unchanged |
| Scissortail Wealth Management, LLC | 1,272 | $381.5K | 0.09% | +145+12.9% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 1,304 | $379.9K | 0.09% | +500+62.2% | Added |
| Sterling Investment Counsel, LLC | 1,728 | $379.9K | 0.11% | +1,728 | New |
| Troutman Wealth Management, LLC | 1,280 | $379.1K | 0.31% | +1,280 | New |
| Ring Mountain Capital, LLC | 1,236 | $378.0K | 0.19% | −60−4.6% | Reduced |
| Melfa Wealth Management, LLC | 1,275 | $377.7K | 0.22% | 00.0% | Unchanged |
| AAFMAA Wealth Management & Trust LLC | 1,275 | $377.7K | 0.15% | +1,275 | New |
| Tred Avon Family Wealth, LLC | 1,274 | $377.4K | 0.12% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 1,271 | $377.0K | 0.25% | +1,271 | New |
| Kellett Schaffner Wealth Advisors LLC | 1,269 | $375.9K | 0.21% | −54−4.1% | Reduced |
| Campion Asset Management LLC | 1,268 | $375.6K | 0.26% | 00.0% | Unchanged |
| Chancellor Financial Group WB LP | 1,267 | $375.3K | 0.26% | +100+8.6% | Added |
| North Point Portfolio Managers Corp | 1,266 | $375.0K | 0.06% | 00.0% | Unchanged |
| Impact Capital Partners LLC | 1,266 | $375.0K | 0.11% | +16+1.3% | Added |
| RBA Wealth Management, LLC | 1,262 | $373.8K | 0.13% | −6−0.5% | Reduced |
| Terry L. Blaker | 1,260 | $373.2K | 0.01% | +1,260 | New |
| Zevin Asset Management LLC | 1,259 | $372.9K | 0.05% | −200−13.7% | Reduced |
| Jag Capital Management, LLC | 1,253 | $371.2K | 0.04% | +43+3.6% | Added |
| Crews Bank & Trust | 1,253 | $371.2K | 0.05% | −99−7.3% | Reduced |
| Cornerstone Planning Group LLC | 1,261 | $370.8K | 0.06% | −307−19.6% | Reduced |
| HC Advisors, LLC | 1,250 | $370.3K | 0.26% | −140−10.1% | Reduced |
| Private Wealth Management Group, LLC | 1,250 | $370.3K | 0.10% | −51−3.9% | Reduced |
| Hohimer Wealth Management, LLC | 1,248 | $369.7K | 0.05% | −9−0.7% | Reduced |
| Elgethun Capital Management | 1,247 | $369.4K | 0.06% | +5+0.4% | Added |
| NavPoint Financial, Inc. | 1,247 | $369.4K | 0.16% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,247 | $369.4K | 0.04% | +10+0.8% | Added |
| Taylor Financial Group, Inc. | 1,245 | $368.8K | 0.22% | 00.0% | Unchanged |
| Northwest Wealth Management, LLC | 1,242 | $368.0K | 0.06% | +95+8.3% | Added |
| RVW Wealth, LLC | 1,242 | $367.8K | 0.03% | +4+0.3% | Added |
| Ellsworth Advisors, LLC | 1,234 | $367.7K | 0.07% | +1+0.1% | Added |
| Retirement Planning Group, LLC | 1,238 | $366.7K | 0.25% | +262+26.8% | Added |
| Hudson Value Partners, LLC | 1,225 | $366.2K | 0.11% | +50+4.3% | Added |
| Xcel Wealth Management, LLC | 1,234 | $365.5K | 0.09% | +1,234 | New |
| Biltmore Wealth Management, LLC | 1,233 | $365.2K | 0.14% | −16−1.3% | Reduced |
| Stewardship Concepts Financial Services LLC | 1,233 | $365.2K | 0.31% | +1,233 | New |
| Prosperitas Financial LLC | 1,232 | $365.0K | 0.14% | −28−2.2% | Reduced |
| Calton & Associates, Inc. | 1,229 | $364.1K | 0.05% | +16+1.3% | Added |
| Kahn Brothers Group Inc | 1,228 | $363.7K | 0.06% | −280−18.6% | Reduced |
| Richmond Investment Services, LLC | 1,228 | $363.7K | 0.06% | +74+6.4% | Added |
| BlackDiamond Wealth Management Inc. | 1,227 | $363.6K | 0.18% | +119+10.7% | Added |
| Integral Investment Advisors, Inc. | 1,227 | $363.5K | 0.09% | 00.0% | Unchanged |
| Warburton Capital Management, LLC | 1,227 | $363.0K | 0.20% | +75+6.5% | Added |
| Fiducient Advisors LLC | 1,225 | $362.9K | 0.04% | −200−14.0% | Reduced |
| Liberty Capital Management, Inc. | 1,224 | $362.6K | 0.07% | 00.0% | Unchanged |
| Litman Gregory Asset Management LLC | 1,222 | $362.0K | 0.03% | 00.0% | Unchanged |
| Cannon Financial Strategists, Inc. | 1,220 | $361.4K | 0.05% | +220+22.0% | Added |
| Advisory Resource Group | 1,219 | $361.1K | 0.06% | −72−5.6% | Reduced |
| Unique Wealth, LLC | 1,219 | $361.1K | 0.05% | +59+5.1% | Added |
| Holos Integrated Wealth LLC | 1,237 | $360.5K | 0.20% | +94+8.2% | Added |
| Eagle Wealth Advisors LLC | 1,217 | $360.5K | 0.31% | +1,217 | New |
| Trilogy Capital Inc. | 1,216 | $360.2K | 0.02% | +171+16.4% | Added |
| Boothbay Fund Management, LLC | 1,207 | $357.5K | 0.01% | +1,207 | New |
| Strategic Investment Advisors | 1,204 | $356.8K | 0.03% | −196−14.0% | Reduced |
| Chapman Financial Group, LLC | 1,204 | $356.6K | 0.24% | 00.0% | Unchanged |
| ERn Financial, LLC | 1,203 | $356.5K | 0.07% | −7−0.6% | Reduced |
| Strata Wealth Advisors, LLC | 1,203 | $356.4K | 0.10% | −292−19.5% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 1,201 | $355.8K | 0.07% | +7+0.6% | Added |
| Founders Capital Management | 1,200 | $355.5K | 0.18% | +50+4.3% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 1,200 | $355.5K | 0.12% | 00.0% | Unchanged |
| Front Row Advisors LLC | 1,200 | $355.5K | 0.12% | 00.0% | Unchanged |
| Invesco, LLC | 1,200 | $355.5K | 0.12% | +107+9.8% | Added |
| Quilter Plc | 1,200 | $355.5K | 0.01% | +304+33.9% | Added |
| Encompass Wealth Advisors, LLC | 1,199 | $355.0K | 0.12% | +2+0.2% | Added |
| MKT Advisors LLC | 1,202 | $354.7K | 0.12% | 00.0% | Unchanged |
| S.A. Mason LLC | 1,197 | $354.6K | 0.14% | +10+0.8% | Added |
| Ashford Capital Management Inc | 1,196 | $354.3K | 0.04% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 1,196 | $354.0K | 0.02% | −15−1.2% | Reduced |
| Schrum Private Wealth Management LLC | 1,195 | $354.0K | 0.26% | 00.0% | Unchanged |
| GreatBanc Trust CO | 1,194 | $353.7K | 0.25% | −97−7.5% | Reduced |
| Parkwoods Wealth Partners, LLC | 1,194 | $353.7K | 0.10% | +24+2.1% | Added |
| Dominguez Wealth Management Solutions, Inc. | 1,190 | $352.6K | 0.22% | +4+0.3% | Added |
| Professional Financial Advisors, LLC | 1,186 | $351.3K | 0.07% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 1,185 | $351.1K | 0.21% | −108−8.4% | Reduced |
| Harvest Portfolios Group Inc. | 1,185 | $351.0K | 0.01% | −438−27.0% | Reduced |
| Segment Wealth Management, LLC | 1,185 | $351.0K | 0.02% | +1,185 | New |
| Capasso Planning Partners LLC | 1,184 | $350.7K | 0.19% | 00.0% | Unchanged |
| Financial Insights, Inc. | 1,183 | $350.4K | 0.12% | +119+11.2% | Added |
| Walker Asset Management, LLC | 1,181 | $349.9K | 0.19% | +1+0.1% | Added |
| Harvest Investment Services, LLC | 1,181 | $349.8K | 0.07% | +217+22.5% | Added |
| Consilio Wealth Advisors, LLC | 1,179 | $349.2K | 0.10% | +17+1.5% | Added |