IBM
International Business Machines Corporation · Technology · Information Technology Services
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +3.3% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 1.50M | $312.77M | n/a | n/a |
| Q2 2026 | 171 | +3 | 485.37M | $136.28B | +8 | −6 |
| Q1 2026 | 172 | +1 | 477.91M | $115.78B | +5 | −5 |
| Q4 2025 | 170 | 0 | 522.63M | $154.39B | +1 | n/a |
| 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 | n/a | n/a |
| Q3 2024 | 16 | -2 | 37.15M | $8.20B | n/a | −2 |
| Q2 2024 | 18 | n/a | 34.37M | $5.94B | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passive) | 54.39M | -1.9% | $13.52B | 0.6% | ▼ Trim | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 21.54M | +3.0% | $5.34B | 0.4% | ▲ Add | 4 | SEC ↗ ×2 |
| 3 | Capital World Investors ✦ | 15.53M | +29.6% | $3.86B | 0.6% | ▲ Add | 4 | SEC ↗ |
| 4 | Norges Bank ✦ (passive) | 5.64M | +0.3% | $1.40B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 5 | T. Rowe Price ✦ | 3.16M | +41.6% | $787.01M | 0.1% | ▲ Add | 4 | SEC ↗ ×2 |
| 6 | Adage Capital Partners ✦ | 893.19K | -4.4% | $222.10M | 0.4% | ▼ Trim | 4 | SEC ↗ |
| 7 | AQR Capital Management ✦ | 828.51K | -7.3% | $204.19M | 0.2% | ▼ Trim | 4 | SEC ↗ ×6 |
| 8 | Marshall Wace ✦ | 688.35K | New | $171.17M | 0.2% | New | 1 | SEC ↗ ×2 |
| 9 | Wellington Management ✦ | 254.06K | +10.0% | $63.17M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 10 | D. E. Shaw & Co. ✦ | 40.96K | -26.1% | $10.19M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 11 | Arrowstreet Capital ✦ | 40.81K | -94.7% | $10.15M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | Dodge & Cox ✦ | 33.90K | -0.7% | $8.43M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | Fisher Asset Management ✦ | 21.03K | +15.0% | $5.23M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | GAMCO Investors ✦ | 18.28K | -4.2% | $4.55M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 15 | Gotham Asset Management ✦ | 14.61K | +54.6% | $3.63M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | Two Sigma Investments ✦ | 2.62K | +5.4% | $650,495 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | Millennium Management ✦ | 2.00K | -99.1% | $497,320 | 0.0% | ▼ Trim | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Marshall Wace | $171.17M | 0.2% |
Exited
| Citadel Advisors | $89.62M | was 0.1% |
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.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer · 25.00K sh · $5.76M
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology