| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 28.3M | $7.97B | +2.5% | 3.009% | 0.36% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 23.4M | $6.58B | +1.6% | 2.489% | 0.35% |
| 6 | MORGAN STANLEY | 17.5M | $4.91B | -11.1% | 1.853% | 0.26% |
| 7 | Capital World Investors | 16.2M | $4.56B | -5.0% | 1.720% | 0.54% |
| 8 | BANK OF AMERICA CORP /DE/ | 15.0M | $4.21B | -6.7% | 1.591% | 0.27% |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12.4M | $3.49B | +83.3% | 1.318% | 0.27% |
| 10 | JPMORGAN CHASE & CO | 12.4M | $3.46B | -32.9% | 1.321% | 0.19% |
| 11 | NORTHERN TRUST CORP | 10.2M | $2.88B | -0.8% | 1.086% | 0.33% |
| 12 | Bank of New York Mellon Corp | 9.3M | $2.61B | +29.3% | 0.984% | 0.43% |
| 13 | NORGES BANK | 8.4M | $2.37B | — | 0.893% | 0.24% |
| 14 | GOLDMAN SACHS GROUP INC | 8.4M | $2.36B | +8.5% | 0.892% | 0.21% |
| 15 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 7.6M | $2.14B | +0.7% | 0.809% | 0.39% |
| 16 | FMR LLC | 7.4M | $2.09B | +41.7% | 0.789% | 0.09% |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 7.1M | $2.01B | +5.8% | 0.757% | 0.27% |
| 18 | CITADEL ADVISORS LLC | 6.9M | $1.93B | +82.8% | 0.729% | 0.11% |
| 19 | Legal & General Group Plc | 6.7M | $1.87B | -3.6% | 0.708% | 0.39% |
| 20 | WELLINGTON MANAGEMENT GROUP LLP | 6.5M | $1.84B | +2362.2% | 0.695% | 0.32% |
| 21 | PeakShares LLC | 6K | $1.66B | +30.6% | 0.001% | 1.23% |
| 22 | JANE STREET GROUP, LLC | 5.8M | $1.62B | +122.3% | 0.611% | 0.13% |
| 23 | DIMENSIONAL FUND ADVISORS LP | 5.6M | $1.57B | +8.7% | 0.593% | 0.28% |
| 24 | Amundi | 5.5M | $1.54B | +14.5% | 0.580% | 0.37% |
| 25 | WELLS FARGO & COMPANY/MN | 5.3M | $1.49B | +17.1% | 0.563% | 0.24% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in IBM — a direct measure of their conviction.
| 62.55% |
| +0.36 pp |
| $149.91B |
| +14% |
| Q4 2024 | 3,026 | +6.7% | 62.19% | +2.52 pp | $131.47B | +4.3% |
| Q3 2024 | 2,836 | — | 59.67% | — | $126.04B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
273 institutions opened new positions in IBM during Q2 2026, while 135 fully exited. 2,886 added to existing positions and 367 trimmed.
IBM institutional ownership rose by 3.59 percentage points quarter-over-quarter, with a net change of +191 holders.
The top 10 institutions account for 49.9% of all reported 13F value in IBM, and the top 25 account for 66.6%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
International Business Machines Corporation (IBM) Institutional Ownership