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Security record · archived quarter

IBM

International Business Machines Corporation · Technology · Information Technology Services

229.83 -1.9% mkt cap $216.53B quote delayed (FMP) · as of Aug 26 20:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
17Tracked holders
0Δ holders
99.81MShares held
$21.93BReported value
+0New positions
−0Exits
Rising Conviction score 45/100 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +7.8% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2024

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 173 +3 492.78M $138.34B +8 −4
Q1 2026 172 +1 477.91M $115.78B +5 −5
Q4 2025 170 0 522.63M $154.39B +1
Q3 2025 21 +1 335.46M $94.64B +1 −1
Q2 2025 18 -2 282.25M $83.18B +1 −3
Q1 2025 17 0 103.10M $25.62B +1 −1
Q4 2024 17 0 99.81M $21.93B
Q3 2024 16 -2 37.15M $8.20B −2
Q2 2024 18 34.37M $5.94B
Holder count
Who holds it · Q4 2024
#ManagerSharesΔ sharesValueTheir weightHeld
1 State Street Global Advisors (passive) 55.46M $12.19B 0.5% n/c 1 SEC ↗
2 Geode Capital Management (passive) 20.91M +2.1% $4.59B 0.4% ▲ Add 3 SEC ↗
3 Geode Capital Management (passive) 20.91M +2.1% $4.59B 0.4% ▲ Add 3 SEC ↗
4 Capital World Investors 11.98M +413.5% $2.63B 0.4% ▲ Add 3 SEC ↗
5 Norges Bank (passive) 5.62M -21.1% $1.24B 0.2% ▼ Trim 3 SEC ↗
6 T. Rowe Price 2.23M -33.7% $491.22M 0.1% ▼ Trim 3 SEC ↗
7 T. Rowe Price 2.23M -33.7% $491.22M 0.1% ▼ Trim 3 SEC ↗
8 Adage Capital Partners 934.49K -13.3% $205.43M 0.4% ▼ Trim 3 SEC ↗
9 AQR Capital Management 893.95K -19.3% $196.52M 0.3% ▼ Trim 3 SEC ↗
10 AQR Capital Management 893.95K -19.3% $196.52M 0.3% ▼ Trim 3 SEC ↗
11 AQR Capital Management 893.95K -19.3% $196.52M 0.3% ▼ Trim 3 SEC ↗
12 AQR Capital Management 893.95K -19.3% $196.52M 0.3% ▼ Trim 3 SEC ↗
13 AQR Capital Management 893.95K -19.3% $196.52M 0.3% ▼ Trim 3 SEC ↗
14 Arrowstreet Capital 771.79K -8.9% $169.66M 0.1% ▼ Trim 3 SEC ↗
15 Citadel Advisors 407.67K +793.0% $89.62M 0.1% ▲ Add 3 SEC ↗
16 Citadel Advisors 407.67K +793.0% $89.62M 0.1% ▲ Add 3 SEC ↗
17 Wellington Management 231.02K +1.4% $50.79M 0.0% ▲ Add 3 SEC ↗
18 Wellington Management 231.02K +1.4% $50.79M 0.0% ▲ Add 3 SEC ↗
19 Wellington Management 231.02K +1.4% $50.79M 0.0% ▲ Add 3 SEC ↗
20 Millennium Management 217.43K -34.5% $47.80M 0.0% ▼ Trim 3 SEC ↗
21 D. E. Shaw & Co. 55.44K -47.4% $12.19M 0.0% ▼ Trim 3 SEC ↗
22 D. E. Shaw & Co. 55.44K -47.4% $12.19M 0.0% ▼ Trim 3 SEC ↗
23 Dodge & Cox 34.12K -0.4% $7.50M 0.0% ▼ Trim 3 SEC ↗
24 GAMCO Investors 19.08K -2.6% $4.19M 0.0% ▼ Trim 3 SEC ↗
25 Fisher Asset Management 18.29K +18.6% $4.02M 0.0% ▲ Add 3 SEC ↗
26 Gotham Asset Management 9.45K -36.0% $2.08M 0.0% ▼ Trim 3 SEC ↗
27 Two Sigma Investments 2.48K -3.3% $545,398 0.0% ▼ Trim 3 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

No new tracked buyers this quarter.

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 3,437 holders, 573.85M shares, $134.48B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2024 · Methodology · Get this via the API