★
Trade Filings
Managers Stocks Filings Superinvestors
Signals Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation
Tools Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API
Learn & AI Learn Ask the Data AI Agents
News ★ Saved
About About us Methodology Contact Disclaimer
Reader
DATA PLANS

Historical data downloads — coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.

Dark mode

Guided View
New to markets (prices, yields, YTD, market cap)? We explain every term as you browse, in plain English. Same data, with the help built in.

Expert View
You already know the market. Just the data: clean, fast and compact, with no extra explanations. This is the default view.

Interface language
Security record

IBM

International Business Machines Corporation · Technology · Information Technology Services

227.13 +0.2% mkt cap $213.99B quote delayed (FMP) · as of Oct 11 03:53 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
173Tracked holders
+3Δ holders
492.55MShares held
$138.29BReported value
+8New positions
−4Exits
Stable Conviction score 46/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +1.8% · share flow +1.7% · net new positions +2.3% — formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 173 +3 492.55M $138.29B +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 · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock ✦ (passive) 76.76M -1.0% $21.59B 0.3% ▼ Trim 5 SEC ↗ ×24
2 Vanguard Capital Management Llc 61.39M +0.9% $17.26B 0.4% ▲ Add 2 SEC ↗
3 State Street Global Advisors ✦ (passive) 56.05M +2.7% $15.76B 0.5% ▲ Add 7 SEC ↗
4 Geode Capital Management ✦ (passive) 23.45M +1.6% $6.58B 0.4% ▲ Add 9 SEC ↗ ×2
5 Morgan Stanley ✦ 17.46M -11.1% $4.91B 0.3% ▼ Trim 4 SEC ↗ ×19
6 Capital World Investors ✦ 16.21M -5.0% $4.56B 0.5% ▼ Trim 9 SEC ↗
7 Bank Of America Corp /De/ 14.99M -6.7% $4.21B 0.3% ▼ Trim 3 SEC ↗ ×8
8 JPMorgan Chase ✦ 12.45M -32.9% $3.46B 0.2% ▼ Trim 4 SEC ↗ ×22
9 Northern Trust Corp 10.23M -0.8% $2.88B 0.3% ▼ Trim 3 SEC ↗ ×11
10 Bank of New York Mellon Corp 9.27M +29.3% $2.61B 0.4% ▲ Add 3 SEC ↗ ×25
11 Norges Bank ✦ (passive) 8.42M New $2.37B 0.2% New 1 SEC ↗
12 UBS AM, a distinct business unit of… 7.62M +0.7% $2.14B 0.4% ▲ Add 3 SEC ↗ ×11
13 Fidelity (FMR) ✦ 7.43M +41.7% $2.09B 0.1% ▲ Add 5 SEC ↗ ×6
14 Charles Schwab Investment… 7.13M +5.8% $2.01B 0.3% ▲ Add 3 SEC ↗ ×3
15 Goldman Sachs Group ✦ 6.94M -0.9% $1.95B 0.2% ▼ Trim 4 SEC ↗ ×7
16 Legal & General Group Plc 6.67M -3.6% $1.87B 0.4% ▼ Trim 3 SEC ↗ ×3
17 Wellington Management ✦ 6.55M +2362.2% $1.84B 0.3% ▲ Add 9 SEC ↗ ×8
18 Dimensional Fund Advisors Lp 5.58M +8.7% $1.57B 0.3% ▲ Add 3 SEC ↗ ×5
19 Amundi 5.46M +14.5% $1.54B 0.4% ▲ Add 3 SEC ↗ ×14
20 Wells Fargo & Company/Mn 5.27M +16.4% $1.48B 0.3% ▲ Add 3 SEC ↗ ×6
21 Ameriprise Financial Inc 4.79M +0.3% $1.35B 0.3% ▲ Add 3 SEC ↗ ×6
22 Invesco Ltd. 4.33M +3.3% $1.22B 0.1% ▲ Add 3 SEC ↗ ×22
23 UBS Group AG 4.22M +7.3% $1.19B 0.2% ▲ Add 3 SEC ↗ ×5
24 Royal Bank Of Canada 4.10M +4.2% $1.15B 0.2% ▲ Add 3 SEC ↗ ×15
25 T. Rowe Price ✦ 3.83M -21.4% $1.08B 0.1% ▼ Trim 9 SEC ↗ ×3
26 First Trust Advisors Lp 3.65M +9.6% $1.03B 0.6% ▲ Add 3 SEC ↗
27 Deutsche Bank Ag\ 3.42M -4.1% $960.84M 0.3% ▼ Trim 3 SEC ↗ ×17
28 Nuveen, LLC 3.41M +1.4% $951.07M 0.2% ▲ Add 3 SEC ↗ ×5
29 Franklin Resources Inc 2.80M -11.9% $787.89M 0.2% ▼ Trim 3 SEC ↗ ×12
30 Stifel Financial Corp 2.74M +2.2% $769.56M 0.6% ▲ Add 3 SEC ↗ ×7
31 Swiss National Bank 2.65M -3.5% $744.01M 0.4% ▼ Trim 3 SEC ↗
32 AQR Capital Management ✦ 2.69M +42.4% $742.18M 0.3% ▲ Add 9 SEC ↗ ×12
33 Barclays Plc 2.55M +9.0% $717.79M 0.2% ▲ Add 3 SEC ↗ ×4
34 Raymond James Financial Inc 2.52M -7.9% $709.28M 0.2% ▼ Trim 3 SEC ↗ ×5
35 Hsbc Holdings Plc 2.51M +19.0% $704.90M 0.3% ▲ Add 3 SEC ↗ ×12
36 Mitsubishi UFJ Asset Management… 2.43M +8.0% $683.89M 0.4% ▲ Add 3 SEC ↗
37 National Pension Service 2.35M +2.8% $660.84M 0.4% ▲ Add 3 SEC ↗
38 Sumitomo Mitsui Trust Group, Inc. 2.34M -0.1% $659.44M 0.4% ▼ Trim 3 SEC ↗
39 Victory Capital Management Inc 2.21M -26.7% $622.28M 0.4% ▼ Trim 3 SEC ↗
40 LPL Financial LLC 2.08M +4.0% $583.61M 0.1% ▲ Add 3 SEC ↗
41 Citigroup Inc 1.98M +6.3% $557.63M 0.3% ▲ Add 3 SEC ↗ ×3
42 Bnp Paribas Financial Markets 1.75M +32.7% $491.05M 0.3% ▲ Add 3 SEC ↗
43 California Public Employees… 1.72M -30.5% $484.54M 0.3% ▼ Trim 3 SEC ↗
44 HighTower Advisors, LLC 1.72M +27.8% $482.59M 0.5% ▲ Add 3 SEC ↗
45 Canada Pension Plan Investment Board 1.71M +7.4% $481.94M 0.3% ▲ Add 3 SEC ↗
46 Marshall Wace ✦ 1.70M +491.2% $478.89M 0.4% ▲ Add 4 SEC ↗ ×3
47 Rhumbline Advisers 1.56M -0.1% $439.64M 0.3% ▼ Trim 3 SEC ↗
48 National Bank Of Canada /Fi/ 1.55M +293.4% $434.63M 0.4% ▲ Add 3 SEC ↗ ×5
49 Alliancebernstein L.P. 1.60M +8.8% $388.76M 0.1% ▲ Add 3 SEC ↗
50 Bank Of Montreal /Can/ 1.37M +7.2% $385.63M 0.1% ▲ Add 3 SEC ↗ ×9
51 Voya Investment Management Llc 1.30M -0.8% $365.68M 0.3% ▼ Trim 3 SEC ↗ ×3
52 Aberdeen Group plc 1.25M +8.4% $352.70M 0.5% ▲ Add 3 SEC ↗ ×2
53 Pnc Financial Services Group, Inc. 1.12M +1.4% $316.20M 0.2% ▲ Add 3 SEC ↗ ×10
54 New York State Common Retirement… 1.11M -3.1% $312.80M 0.4% ▼ Trim 3 SEC ↗
55 Principal Financial Group Inc 1.07M +0.4% $300.81M 0.1% ▲ Add 3 SEC ↗ ×3
56 Envestnet Asset Management Inc 1.02M -4.2% $285.76M 0.1% ▼ Trim 3 SEC ↗
57 Universal- Beteiligungs- und… 957.09K +24.1% $265.42M 0.4% ▲ Add 3 SEC ↗
58 ProShare Advisors LLC 927.29K +7.4% $260.76M 0.4% ▲ Add 3 SEC ↗
59 Swedbank AB 908.81K +2.1% $255.57M 0.2% ▲ Add 3 SEC ↗ ×3
60 Adage Capital Partners ✦ 898.19K -4.2% $252.58M 0.4% ▼ Trim 9 SEC ↗
61 MIRAE ASSET GLOBAL ETFS HOLDINGS… 892.91K +3.7% $250.40M 0.3% ▲ Add 3 SEC ↗ ×3
62 DZ BANK AG Deutsche Zentral… 876.27K +36.7% $246.38M 0.2% ▲ Add 3 SEC ↗ ×7
63 Susquehanna International Group, Llp 870.72K +209.0% $244.85M 0.2% ▲ Add 3 SEC ↗ ×2
64 Aviva Plc 820.67K +2.4% $230.78M 0.3% ▲ Add 3 SEC ↗
65 State Board Of Administration Of… 800.73K -1.8% $225.17M 0.4% ▼ Trim 3 SEC ↗
66 Citadel Advisors ✦ 757.04K +106.2% $212.89M 0.1% ▲ Add 5 SEC ↗
67 Schroder Investment Management Group 750.96K -14.6% $211.18M 0.1% ▼ Trim 2 SEC ↗ ×5
68 CIBC Bancorp USA Inc. 744.91K -5.0% $209.42M 0.3% ▼ Trim 2 SEC ↗ ×3
69 Pictet Asset Management Holding SA 725.51K -4.7% $204.02M 0.2% ▼ Trim 3 SEC ↗
70 Neuberger Berman Group LLC 689.62K -6.1% $193.93M 0.1% ▼ Trim 3 SEC ↗ ×2
71 Td Asset Management Inc 677.87K -3.9% $190.62M 0.2% ▼ Trim 3 SEC ↗
72 PFA Pension, Forsikringsaktieselskab 649.50K +11.0% $182.65M 0.5% ▲ Add 3 SEC ↗
73 Russell Investments Group, Ltd. 639.94K +5.5% $179.12M 0.2% ▲ Add 3 SEC ↗ ×13
74 Korea Investment CORP 631.66K +8.8% $177.63M 0.3% ▲ Add 3 SEC ↗
75 Rockefeller Capital Management L.P. 629.14K +1.6% $176.92M 0.3% ▲ Add 3 SEC ↗ ×7
76 Manufacturers Life Insurance… 627.06K -5.5% $176.34M 0.1% ▼ Trim 3 SEC ↗
77 Mariner, LLC 611.77K +11.2% $172.03M 0.2% ▲ Add 3 SEC ↗ ×3
78 Truist Financial Corp 606.09K -4.6% $170.44M 0.2% ▼ Trim 3 SEC ↗ ×3
79 Wealth Enhancement Advisory… 665.81K +7.8% $169.81M 0.3% ▲ Add 3 SEC ↗
80 Connor, Clark & Lunn Investment… 573.37K +74.7% $161.24M 0.3% ▲ Add 3 SEC ↗ ×2
81 Danske Bank A/S 568.25K +7.4% $159.80M 0.3% ▲ Add 3 SEC ↗ ×3
82 Commonwealth Equity Services, Llc 567.55K -5.7% $159.60M 0.2% ▼ Trim 3 SEC ↗
83 Robeco Institutional Asset… 556.75K +16.7% $156.56M 0.2% ▲ Add 3 SEC ↗
84 BNP Paribas Asset Management… 553.92K -4.3% $155.76M 0.2% ▼ Trim 3 SEC ↗ ×3
85 Ensign Peak Advisors, Inc 553.83K +43.8% $155.74M 0.3% ▲ Add 3 SEC ↗
86 Asset Management One Co., Ltd. 551.58K +2.3% $155.11M 0.4% ▲ Add 3 SEC ↗
87 Creative Planning 545.12K +9.5% $153.29M 0.1% ▲ Add 3 SEC ↗ ×2
88 Captrust Financial Advisors 543.38K -3.8% $152.80M 0.2% ▼ Trim 3 SEC ↗
89 Zurcher Kantonalbank (Zurich… 539.16K +53.4% $151.62M 0.3% ▲ Add 3 SEC ↗
90 Mitsubishi UFJ Trust & Banking Corp 533.86K +1.4% $150.13M 0.3% ▲ Add 3 SEC ↗ ×2
91 Cetera Investment Advisers 527.28K +9.2% $148.28M 0.1% ▲ Add 3 SEC ↗
92 Nomura Asset Management Co Ltd 524.68K +5.3% $147.54M 0.3% ▲ Add 3 SEC ↗ ×2
93 Prudential Financial Inc 519.55K -17.5% $146.10M 0.2% ▼ Trim 3 SEC ↗ ×2
94 Us Bancorp \De\ 518.31K +0.4% $145.76M 0.2% ▲ Add 3 SEC ↗ ×4
95 Corient Private Wealth LP 517.80K +2.7% $145.60M 0.2% ▲ Add 3 SEC ↗
96 Bank Julius Baer & Co. Ltd, Zurich 511.35K -58.3% $143.60M 0.4% ▼ Trim 3 SEC ↗
97 State Of Wisconsin Investment Board 500.56K -1.2% $140.76M 0.3% ▼ Trim 3 SEC ↗
98 Osaic Holdings, Inc. 502.20K +19.6% $140.31M 0.2% ▲ Add 3 SEC ↗ ×5
99 Blair William & Co/Il 486.01K -6.3% $136.67M 0.4% ▼ Trim 3 SEC ↗
100 Nordea Investment Management Ab 491.10K +404.9% $135.28M 0.1% ▲ Add 3 SEC ↗

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

New buyers

Norges Bank $2.37B 0.2%

Exited

Massachusetts Financial… $63.46M was 0.0%
Parallax Volatility Advisers… $7.64M was 0.4%
Optiver Holding B.V. $3.34M was 0.1%
Group One Trading Llc $479,932 was 0.0%

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.

Insider transactions

Open-market purchases (P)

No open-market insider purchases in our coverage window.

Open-market sales (S)

Aug 26 Thomas Robert David

Officer · 25.00K sh · $5.76M

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

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: Q2 2026 · Methodology · Get this via the API