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-HOT · BOOK-FULL

  • VALUE-MID #218/775
  • HOLDERS-NARROW 22 filers
  • CONC-DOM 81% top-5
  • PHOTO-FINISH LOWES COS
  • ACTIVITY-HOT 19 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 2026-05-16.