Who owns International Business Machines (IBM)
Which tracked institutional funds hold IBM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IBM company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on IBM is one-sided between 2026-Q1 and 2026-Q2: 19 added or opened and 2330 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
IBM’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.4% of its own reported 13F book, while the median holder sizes it at 0.3% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IBM divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 3444 tracked filers holding IBM, 1671 increased or opened the position and 1736 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in IBM between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 3
- Hudson Bay Capital Management LP$56M
- TUDOR INVESTMENT CORP ET AL$14M
- Brevan Howard Capital Management LP$1M
Full exits 2328
- VANGUARD CAPITAL MANAGEMENT LLC$14.7B
- VANGUARD PORTFOLIO MANAGEMENT LLC$6.7B
- GEODE CAPITAL MANAGEMENT, LLC$5.6B
- MORGAN STANLEY$4.8B
- JPMORGAN CHASE & CO$4.4B
- BANK OF AMERICA CORP /DE/$3.9B
Largest adds
- BlackRock, Inc.$3.1B
- STATE STREET CORP$2.5B
- WELLINGTON MANAGEMENT GROUP LLP$1.8B
- NORGES BANK$965M
- FMR LLC$823M
- Capital World Investors$422M
Largest trims
- PRICE T ROWE ASSOCIATES INC /MD/$104M
- D. E. Shaw & Co., Inc.$12M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 76,763,481 | $21.6B | 13.2% | 2026-Q2 |
| STATE STREET CORP added | 56,045,055 | $15.8B | 9.6% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 60,845,605 | $14.7B | 9.0% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 27,660,866 | $6.7B | 4.1% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 23,076,329 | $5.6B | 3.4% | 2026-Q1 |
| MORGAN STANLEY added | 19,630,951 | $4.8B | 2.9% | 2026-Q1 |
| Capital World Investors trimmed | 16,207,905 | $4.6B | 2.8% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 18,544,694 | $4.4B | 2.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 16,063,653 | $3.9B | 2.4% | 2026-Q1 |
| NORTHERN TRUST CORP added | 10,304,788 | $2.5B | 1.5% | 2026-Q1 |
| NORGES BANK added | 8,416,339 | $2.4B | 1.4% | 2026-Q2 |
| FMR LLC added | 7,433,148 | $2.1B | 1.3% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 6,549,393 | $1.8B | 1.1% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 7,568,124 | $1.8B | 1.1% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 7,170,703 | $1.7B | 1.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 7,006,456 | $1.7B | 1.0% | 2026-Q1 |
| Legal & General Group Plc trimmed | 6,914,053 | $1.7B | 1.0% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 6,739,996 | $1.6B | 1.0% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 5,263,555 | $1.3B | 0.8% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 5,137,288 | $1.2B | 0.8% | 2026-Q1 |
| Invesco Ltd. added | 4,329,024 | $1.2B | 0.7% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 4,774,984 | $1.2B | 0.7% | 2026-Q1 |
| Amundi added | 4,771,223 | $1.2B | 0.7% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 4,528,589 | $1.1B | 0.7% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 3,828,617 | $1.1B | 0.7% | 2026-Q2 |
| UBS Group AG added | 3,937,027 | $954M | 0.6% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 3,929,554 | $952M | 0.6% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 3,563,135 | $864M | 0.5% | 2026-Q1 |
| Nuveen, LLC added | 3,358,516 | $814M | 0.5% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 3,330,537 | $807M | 0.5% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 3,180,039 | $771M | 0.5% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 2,688,952 | $742M | 0.5% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 3,017,348 | $731M | 0.4% | 2026-Q1 |
| Swiss National Bank added | 2,743,260 | $665M | 0.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 2,739,003 | $662M | 0.4% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 2,677,248 | $649M | 0.4% | 2026-Q1 |
| Capital Wealth Planning, LLC added | 2,649,879 | $642M | 0.4% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 2,478,266 | $601M | 0.4% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 2,348,360 | $569M | 0.3% | 2026-Q1 |
| BARCLAYS PLC trimmed | 2,341,254 | $567M | 0.3% | 2026-Q1 |
| National Pension Service added | 2,285,117 | $554M | 0.3% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 2,250,893 | $546M | 0.3% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 2,108,392 | $511M | 0.3% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 2,039,755 | $494M | 0.3% | 2026-Q1 |
| LPL Financial LLC trimmed | 1,995,991 | $484M | 0.3% | 2026-Q1 |
| MARSHALL WACE, LLP added | 1,702,963 | $479M | 0.3% | 2026-Q2 |
| CITIGROUP INC trimmed | 1,865,594 | $452M | 0.3% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 1,473,999 | $437M | 0.3% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 1,754,192 | $425M | 0.3% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 1,595,760 | $387M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 1,564,848 | $379M | 0.2% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 1,421,892 | $345M | 0.2% | 2026-Q1 |
| DekaBank Deutsche Girozentrale | 1,351,453 | $326M | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 1,343,133 | $326M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 1,315,979 | $319M | 0.2% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC added | 1,311,688 | $318M | 0.2% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 1,278,963 | $310M | 0.2% | 2026-Q1 |
| Bank Julius Baer & Co. Ltd, Zurich trimmed | 1,225,059 | $296M | 0.2% | 2026-Q1 |
| Aberdeen Group plc added | 1,156,981 | $280M | 0.2% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 1,147,931 | $278M | 0.2% | 2026-Q1 |
| London & Capital Asset Management Ltd trimmed | 1,115,102 | $270M | 0.2% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 1,108,498 | $269M | 0.2% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 1,065,505 | $258M | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 1,060,150 | $257M | 0.2% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co added | 954,325 | $232M | 0.1% | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. added | 937,390 | $227M | 0.1% | 2026-Q1 |
| KBC Group NV added | 925,680 | $224M | 0.1% | 2026-Q1 |
| Swedbank AB trimmed | 889,975 | $216M | 0.1% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 879,304 | $213M | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 757,042 | $213M | 0.1% | 2026-Q2 |
| ProShare Advisors LLC trimmed | 863,360 | $209M | 0.1% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 860,846 | $209M | 0.1% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP trimmed | 853,976 | $207M | 0.1% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 830,191 | $201M | 0.1% | 2026-Q1 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM trimmed | 815,381 | $198M | 0.1% | 2026-Q1 |
| AVIVA PLC added | 801,600 | $194M | 0.1% | 2026-Q1 |
| CIBC Bancorp USA Inc. added | 783,802 | $190M | 0.1% | 2026-Q1 |
| BESSEMER GROUP INC trimmed | 770,245 | $187M | 0.1% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 771,059 | $185M | 0.1% | 2026-Q1 |
| Pictet Asset Management Holding SA added | 761,177 | $184M | 0.1% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC trimmed | 734,586 | $178M | 0.1% | 2026-Q1 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM added | 726,331 | $176M | 0.1% | 2026-Q1 |
| TD Asset Management Inc added | 705,544 | $171M | 0.1% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 688,918 | $167M | 0.1% | 2026-Q1 |
| COMMERZBANK AKTIENGESELLSCHAFT /FI added | 682,590 | $165M | 0.1% | 2026-Q1 |
| Retirement Systems of Alabama trimmed | 669,096 | $162M | 0.1% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 663,625 | $161M | 0.1% | 2026-Q1 |
| ING GROEP NV added | 656,757 | $159M | 0.1% | 2026-Q1 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main trimmed | 640,935 | $155M | 0.1% | 2026-Q1 |
| JENNISON ASSOCIATES LLC added | 636,258 | $154M | 0.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 635,205 | $154M | 0.1% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 629,587 | $153M | 0.1% | 2026-Q1 |
| NATIXIS ADVISORS, LLC trimmed | 620,861 | $150M | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 618,901 | $150M | 0.1% | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 614,710 | $149M | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 602,126 | $146M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 97,216,131 | $28.8B | 17.6% | 2025-Q4 stale |
| GQG Partners LLC added | 4,692,192 | $1.4B | 0.8% | 2025-Q2 stale |
| Waverton Investment Management Ltd added | 993,743 | $280M | 0.2% | 2025-Q3 stale |
| CIBC Private Wealth Group LLC trimmed | 494,056 | $146M | 0.1% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.