Stock ownership · SEC 13F · Q4 2025

IBM CORP

Who owns IBM CORP (CUSIP 459200101)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.

$55.5M
Reported value
22
Institutions
81%
Top-5 share

The verdict

According to SEC Form 13F-HR filings in this corpus, IBM CORP ranks #218 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 22 institutions report $55.5M as of Q4 2025, with ownership dominated by its top few institutional owners.

22
institutions hold it
$55.5M
reported 13F value
81%
held by top 5
#218
of 775 by value

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

According to SEC Form 13F-HR filings in this corpus, IBM CORP ranks #218 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 459200101 · Q4 2025 $56M reported

VALUE-MID · HOLDERS-NARROW · CONC-DOM · PHOTO-FINISH · ACTIVITY-QUIET · BOOK-FULL

  • VALUE-MID #218/775
  • HOLDERS-NARROW 22 filers
  • CONC-DOM 81% top-5
  • PHOTO-FINISH LOWES COS
  • ACTIVITY-QUIET 0 new
  • BOOK-FULL 8Q history

Photo-finish peer on reported value: LOWES COS INC

Read with: Ownership concentration guide - IBM CORP's top-five holders account for 81% of reported value — read concentration before treating any single filer as a signal.

Reported-value neighbourhood · IBM CORP

Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.

ISHARES TR · near$57MCIENA · near$57MIBM · this stock$56MLOWES COS · near$55MANALOG DEVICES · near$54M
Aggregate reported institutional value ($)

IBM CORP vs. the broadly-held institutional universe

Where this security's reporting-institution count sits among tracked 13F securities

22 Top 13% higher than 87% of 216 securities

Broadly-held tracked securities, banded by reporting-institution count

Each bar is a band; taller bars hold more securities. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.

Source SEC Form 13F-HR filings · Q4 2025

Largest institutional holders of IBM CORP
  1. 1
  2. 2
  3. 3
  4. 4
  5. 5
  6. 6

Top 6 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a IBM CORP position has risen from 13 to 22 over the last 8 quarters of 13F filings.

5101520253035 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 22
Distinct 13F filers holding IBM CORP, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Pacer Advisors, Inc. 77,082 $22.8M 41.1%
2 Oak Grove Capital LLC 43,550 $12.9M 23.2%
3 Alternative Investment Advisors, LLC. 10,841 $3.2M 5.8%
4 MidFirst Bank 10,838 $3.2M 5.8%
5 GROUPAMA ASSET MANAGMENT 9,855 $2.9M 5.2%
6 Anchor Investment Management, LLC 8,295 $2.5M 4.4%
7 Banque Transatlantique SA 7,912 $2.3M 4.2%
8 Cross Staff Investments Inc 5,705 $1.7M 3.0%
9 Tempo Wealth, LLC 3,157 $935K 1.7%
10 CHELSEA COUNSEL CO 2,057 $609K 1.1%
11 Financially in Tune, LLC 1,795 $532K 1.0%
12 DGS Capital Management, LLC 1,356 $402K 0.7%
13 Westshore Wealth, LLC 1,300 $385K 0.7%
14 Lynch Investment Planning, LLC 981 $291K 0.5%
15 OakTrust Wealth Advisors, LLC 937 $278K 0.5%
16 Coastline Complete Wealth LLC 848 $251K 0.5%
17 Bell Investment Advisors, Inc 537 $159K 0.3%
18 Strategic Investment Solutions, Inc. /IL 201 $60K 0.1%
19 Compass Financial Services Inc 121 $36K 0.1%
20 SSA SWISS ADVISORS AG 111 $33K 0.1%
21 TD Capital Management LLC 52 $15K 0.0%
22 SG Trading Solutions, LLC 4,216 $1K 0.0%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among IBM CORP's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
95.3%
Shared-defined discretion (DFND)
4.7%

Latest Quarter Activity · Q4 2025

Frequently Asked Questions

How many institutions hold IBM CORP?▼
IBM CORP is held by 22 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
Where does IBM CORP sit among tracked securities?▼
According to SEC Form 13F-HR filings in this corpus, IBM CORP ranks #218 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. The ordinal is recomputed live among securities with ≥5 reporting holders. See /methodology/#corpus-placement.
What is the total institutional value of IBM CORP?▼
Institutions report $55.5M of IBM CORP as of Q4 2025.
How concentrated is ownership of IBM CORP?▼
The top five institutional holders account for 81% of the reported institutional value in IBM CORP, making ownership dominated by its top few institutional owners.
Who is the largest institutional holder of IBM CORP?▼
Pacer Advisors, Inc. is the largest reported holder of IBM CORP with $22.8M across 77,082 shares as of Q4 2025.

Nationwide stocks with similar institutional value or holder count

Two 13F-derived peer sets for IBM CORP: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.

Similar reported value

Nearest stocks by aggregate 13F reported value ($55.5M here).

Similar holder count

Nearest stocks by number of disclosing 13F holders (22 here).

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-09-26.