INTERNATIONAL BUSINESS MACHS (IBM)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
Institutions report 619,876,933 shares against 942,134,390 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $21.6B | 76,763,481 | 0.32% | 8q | -1.0%-$225.7M |
| VANGUARD CAPITAL MANAGEMENT LLC | $17.3B | 61,385,366 | 0.37% | 2q | +0.9%+$151.8M |
| STATE STREET CORP | $15.8B | 56,045,055 | 0.47% | 31q | +2.7%+$407.9M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $8.0B | 28,348,295 | 0.36% | 2q | +2.5%+$193.3M |
| GEODE CAPITAL MANAGEMENT, LLC | $6.6B | 23,448,500 | 0.35% | 31q | +1.6%+$104.4M |
| MORGAN STANLEY | $4.9B | 17,459,828 | 0.26% | 35q | -11.1%-$610.5M |
| Capital World Investors | $4.6B | 16,207,905 | 0.54% | 10q | -5.0%-$240.3M |
| BANK OF AMERICA CORP /DE/ | $4.2B | 14,988,328 | 0.27% | 31q | -6.7%-$302.4M |
| JPMORGAN CHASE & CO | $3.6B incl. $113.1M options CALL+PUT | 12,445,411 | 0.20% | 31q | -32.9%-$1.8B |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.5B incl. $3.2B options CALL+PUT | 870,716 | 0.27% | 31q | +209.0%+$2.4B |
| NORTHERN TRUST CORP | $2.9B | 10,227,731 | 0.33% | 31q | -0.7%-$21.7M |
| Bank of New York Mellon Corp | $2.6B | 9,269,877 | 0.43% | 31q | +29.3%+$590.3M |
| NORGES BANK | $2.4B | 8,416,339 | 0.24% | 32q | +1.9%+$44.2M |
| GOLDMAN SACHS GROUP INC | $2.4B incl. $410.6M options CALL+PUT | 6,942,807 | 0.21% | 31q | -0.9%-$21.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $2.1B | 7,621,512 | 0.39% | 31q | +0.7%+$15.0M |
| FMR LLC | $2.1B | 7,433,148 | 0.09% | 31q | +41.7%+$615.1M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $2.0B | 7,132,137 | 0.27% | 31q | +5.8%+$110.3M |
| CITADEL ADVISORS LLC | $1.9B incl. $1.7B options CALL+PUT | 757,042 | 0.22% | 31q | +106.2%+$994.3M |
| Legal & General Group Plc | $1.9B | 6,666,667 | 0.39% | 31q | -3.6%-$69.6M |
| WELLINGTON MANAGEMENT GROUP LLP | $1.8B | 6,549,393 | 0.32% | 31q | +2362.2%+$1.8B |
| PeakShares LLC | $1.7B | 5,897,000 | 1.23% | 3q | +130480.2%+$1.7B |
| JANE STREET GROUP, LLC | $1.6B incl. $1.6B options CALL+PUT | 174,730 | 0.13% | 31q | +175.9%+$1.0B |
| DIMENSIONAL FUND ADVISORS LP | $1.6B | 5,584,047 | 0.28% | 31q | +8.7%+$125.6M |
| Amundi | $1.5B | 5,462,124 | 0.37% | 21q | +14.5%+$194.3M |
| WELLS FARGO & COMPANY/MN | $1.5B incl. $8.4M options PUT | 5,272,282 | 0.24% | 31q | +16.4%+$210.3M |
| VANGUARD FIDUCIARY TRUST CO | $1.5B | 5,277,637 | 0.33% | 2q | HELD |
| AMERIPRISE FINANCIAL INC | $1.3B | 4,787,969 | 0.27% | 31q | HELD |
| UBS Group AG | $1.3B incl. $83.0M options CALL+PUT | 4,224,527 | 0.16% | 31q | +7.3%+$86.5M |
| Invesco Ltd. | $1.2B | 4,329,024 | 0.10% | 31q | +3.3%+$39.1M |
| ROYAL BANK OF CANADA | $1.2B incl. $48.1M options CALL+PUT | 4,096,592 | 0.18% | 31q | +4.3%+$48.9M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $1.1B | 3,828,617 | 0.11% | 31q | -21.4%-$292.9M |
| FIRST TRUST ADVISORS LP | $1.0B | 3,649,008 | 0.60% | 31q | +9.6%+$89.6M |
| IMC-Chicago, LLC | $967.7M incl. $938.3M options CALL+PUT | 104,713 | 0.23% | 18q | -34.1%-$500.6M |
| DEUTSCHE BANK AG\ | $960.8M | 3,416,803 | 0.28% | 34q | -4.1%-$41.2M |
| Nuveen, LLC | $951.1M | 3,406,951 | 0.23% | 6q | +1.4%+$13.5M |
| BARCLAYS PLC | $926.0M incl. $208.2M options CALL+PUT | 2,552,506 | 0.18% | 31q | +9.0%+$76.6M |
| HSBC HOLDINGS PLC | $891.3M incl. $186.4M options CALL+PUT | 2,509,826 | 0.37% | 31q | +19.0%+$142.6M |
| NATIONAL BANK OF CANADA /FI/ | $833.3M incl. $398.7M options CALL+PUT | 1,545,593 | 0.60% | 19q | +293.4%+$621.5M |
| CITIGROUP INC | $832.4M incl. $274.8M options CALL+PUT | 1,982,975 | 0.27% | 31q | +6.3%+$49.3M |
| FRANKLIN RESOURCES INC | $787.9M | 2,801,789 | 0.17% | 31q | -11.9%-$106.4M |
| STIFEL FINANCIAL CORP | $769.6M | 2,736,515 | 0.64% | 31q | +2.2%+$16.7M |
| Swiss National Bank | $744.0M | 2,645,760 | 0.39% | 31q | -3.6%-$27.4M |
| AQR CAPITAL MANAGEMENT LLC | $742.2M | 2,688,952 | 0.26% | 31q | +42.4%+$221.0M |
| RAYMOND JAMES FINANCIAL INC | $709.3M | 2,522,245 | 0.19% | 7q | -7.9%-$61.0M |
| BNP PARIBAS FINANCIAL MARKETS | $703.4M incl. $212.3M options CALL+PUT | 1,746,207 | 0.24% | 31q | +32.7%+$173.3M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $683.9M | 2,431,943 | 0.38% | 31q | +8.0%+$50.9M |
| National Pension Service | $660.8M | 2,349,975 | 0.43% | 31q | +2.8%+$18.2M |
| Sumitomo Mitsui Trust Group, Inc. | $659.4M | 2,344,997 | 0.38% | 31q | HELD |
| Optiver Holding B.V. | $659.2M CALL+PUT | options only | 0.18% | 2q | OPTIONS |
| Capital Wealth Planning, LLC | $654.4M | 2,326,916 | 3.27% | 11q | -12.2%-$90.8M |
| VICTORY CAPITAL MANAGEMENT INC | $622.3M | 2,212,859 | 0.35% | 31q | -26.7%-$226.2M |
| MILLENNIUM MANAGEMENT LLC | $588.2M incl. $457.6M options CALL+PUT | 464,139 | 0.21% | 31q | +255.1%+$422.5M |
| LPL Financial LLC | $586.3M incl. $2.7M options CALL+PUT | 2,075,342 | 0.13% | 31q | +4.0%+$22.4M |
| Vanguard Global Advisers, LLC | $571.1M | 2,031,030 | 0.27% | 2q | HELD |
| VANGUARD ASSET MANAGEMENT, Ltd | $563.0M | 2,002,150 | 0.38% | 2q | +14.1%+$69.7M |
| California Public Employees Retirement System | $484.5M | 1,723,040 | 0.27% | 31q | -30.5%-$212.4M |
| HighTower Advisors, LLC | $482.6M | 1,716,120 | 0.46% | 31q | +27.8%+$104.9M |
| CANADA PENSION PLAN INVESTMENT BOARD | $481.9M | 1,713,804 | 0.27% | 31q | +7.4%+$33.2M |
| MARSHALL WACE, LLP | $480.2M incl. $1.3M options CALL+PUT | 1,702,963 | 0.38% | 4q | +491.2%+$399.0M |
| RHUMBLINE ADVISERS | $439.6M | 1,563,378 | 0.33% | 31q | HELD |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $400.5M | 1,424,282 | 0.37% | 31q | HELD |
| ALLIANCEBERNSTEIN L.P. | $388.8M | 1,603,863 | 0.13% | 31q | +8.8%+$31.5M |
| BANK OF MONTREAL /CAN/ | $385.6M | 1,371,339 | 0.13% | 31q | +7.2%+$26.0M |
| VOYA INVESTMENT MANAGEMENT LLC | $365.7M | 1,301,755 | 0.32% | 8q | -0.8%-$2.8M |
| Aberdeen Group plc | $352.7M | 1,254,225 | 0.50% | 31q | +8.4%+$27.3M |
| ADAPT Investment Managers SA | $333.9M CALL+PUT | options only | 2.66% | 3q | OPTIONS |
| W1M Asset Management Ltd | $325.5M | 1,157,301 | 2.98% | 7q | +3.8%+$11.9M |
| DekaBank Deutsche Girozentrale | $319.5M | 1,351,453 | 0.54% | 31q | HELD |
| PNC Financial Services Group, Inc. | $316.2M | 1,124,434 | 0.16% | 31q | +1.4%+$4.5M |
| NEW YORK STATE COMMON RETIREMENT FUND | $312.8M | 1,112,331 | 0.39% | 31q | -3.1%-$10.0M |
| PRINCIPAL FINANCIAL GROUP INC | $300.8M | 1,069,713 | 0.15% | 31q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $285.8M | 1,016,199 | 0.07% | 31q | -4.1%-$12.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $265.4M | 957,093 | 0.41% | 7q | +24.1%+$51.6M |
| ProShare Advisors LLC | $260.8M | 927,294 | 0.38% | 31q | +7.4%+$18.0M |
| CANADA LIFE ASSURANCE Co | $256.9M | 914,591 | 0.41% | 31q | -4.2%-$11.2M |
| Swedbank AB | $255.6M | 908,811 | 0.22% | 21q | +2.1%+$5.3M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $252.6M | 898,190 | 0.35% | 31q | -4.2%-$11.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $250.4M | 892,907 | 0.30% | 9q | +3.7%+$9.0M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $246.4M | 876,271 | 0.19% | 32q | +36.7%+$66.2M |
| AVIVA PLC | $230.8M | 820,671 | 0.34% | 31q | +2.4%+$5.4M |
| SG Americas Securities, LLC | $228.0M incl. $12.0M options CALL+PUT | 768,231 | 0.13% | 31q | +123.3%+$125.9M |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $225.2M | 800,734 | 0.37% | 31q | -1.8%-$4.1M |
| SIMPLEX TRADING, LLC | $221.3M incl. $205.2M options CALL+PUT | 57,427 | 0.13% | 2q | HELD |
| Eurizon Capital SGR S.p.A. | $216.7M | 772,109 | 0.58% | 3q | +91.2%+$103.4M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $211.2M | 750,956 | 0.15% | 31q | -14.6%-$36.1M |
| CIBC Bancorp USA Inc. | $209.4M | 744,911 | 0.25% | 3q | -5.0%-$10.9M |
| Pictet Asset Management Holding SA | $204.0M | 725,515 | 0.19% | 12q | -4.7%-$10.0M |
| COMMERZBANK AKTIENGESELLSCHAFT /FI | $197.5M | 702,147 | 3.95% | 24q | +2.9%+$5.5M |
| NATIXIS ADVISORS, LLC | $196.9M | 700,149 | 0.22% | 31q | +12.8%+$22.3M |
| Janney Montgomery Scott LLC | $196.2M | 697,737 | 0.38% | 31q | +1.3%+$2.5M |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | $195.8M | 696,206 | 0.36% | 31q | -4.1%-$8.5M |
| NEUBERGER BERMAN GROUP LLC | $193.9M | 689,624 | 0.13% | 31q | -6.1%-$12.6M |
| Retirement Systems of Alabama | $193.2M | 687,112 | 0.58% | 31q | +2.7%+$5.1M |
| TD Asset Management Inc | $190.6M | 677,870 | 0.17% | 31q | -3.9%-$7.8M |
| Allianz Asset Management GmbH | $189.6M incl. $108.0M options CALL+PUT | 290,401 | 0.15% | 40q | -46.6%-$165.8M |
| PFA Pension, Forsikringsaktieselskab | $182.6M | 649,499 | 0.46% | 3q | +11.0%+$18.1M |
| Thrivent Financial for Lutherans | $181.9M | 646,829 | 0.31% | 31q | -22.1%-$51.6M |
| Cambridge Investment Research Advisors, Inc. | $180.6M | 642,107 | 0.21% | 31q | +98.3%+$89.5M |
| Handelsbanken Fonder AB | $179.5M | 638,216 | 0.51% | 25q | +86.7%+$83.3M |
| Russell Investments Group, Ltd. | $179.1M | 639,937 | 0.16% | 31q | +5.5%+$9.3M |
Showing the largest 100 of 3,683 reported holders. The count of 3,680 above leaves out 3 positions whose reported value failed our price check; they are listed here as filed.
Q2 2026 in brief
In Q2 2026, 3,680 managers that file Form 13F reported holding International Business Machs (IBM), $186.7B in all, or about 65% of the shares outstanding. 341 managers opened a position and 181 sold out completely, against 3,520 holders the quarter before. Largest holders: Blackrock, Inc., Vanguard Capital Management Llc and State Street Corp. Largest new positions: National Bank Of Canada /Fi/ ($314.3M), Alyeska Investment Group, L.P. ($126.4M) and Clear Street Group Inc. ($91.8M).
Q2 2026 is the latest quarter whose 13F deadline has passed. A 13F shows long US stock positions at quarter end, filed up to 45 days later; an adviser and a sub-adviser can both report the same shares.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-10-01 | 2026-10-01 | Directors or officers departed or appointed Charter or bylaws amended | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-26 | Thomas Robert David | Senior Vice President | Sold | 25,000 | $5.8M |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 1,486 | $7.1B | 31,727,792 | 41 | 537 | 552 | 1.4% |
| Q2 2026 | 3,680 | $186.7B | 619,876,933 | 289 | 1,477 | 1,126 | 6.9% |
| Q1 2026 | 3,520 | $149.9B | 593,389,851 | 136 | 1,330 | 1,226 | 4.1% |
| Q4 2025 | 3,730 | $187.5B | 603,150,916 | 201 | 1,256 | 1,155 | 5.0% |
| Q3 2025 | 3,455 | $178.0B | 595,383,197 | 179 | 1,289 | 1,064 | 5.6% |
| Q2 2025 | 3,443 | $182.2B | 591,561,016 | 270 | 1,141 | 1,150 | 4.4% |
| Q1 2025 | 3,294 | $152.6B | 586,694,724 | 257 | 1,062 | 1,175 | 4.5% |
| Q4 2024 | 3,173 | $139.8B | 599,348,412 | 125 | 995 | 1,067 | 5.8% |
| Q3 2024 | 2,966 | $139.6B | 600,151,619 | 257 | 965 | 992 | 5.0% |
| Q2 2024 | 2,790 | $105.6B | 583,362,547 | 119 | 1,049 | 917 | 4.4% |
| Q1 2024 | 2,837 | $117.9B | 583,082,066 | 226 | 957 | 1,016 | 5.8% |
| Q4 2023 | 2,713 | $97.6B | 564,894,361 | 178 | 858 | 981 | 5.4% |
| Q3 2023 | 2,487 | $83.2B | 561,496,570 | 127 | 862 | 862 | 5.4% |
| Q2 2023 | 2,452 | $74.7B | 523,588,748 | 124 | 882 | 877 | 5.2% |
| Q1 2023 | 2,414 | $72.8B | 526,133,724 | 108 | 925 | 816 | 5.7% |
| Q4 2022 | 2,465 | $84.2B | 550,009,080 | 168 | 773 | 873 | 8.1% |
| Q3 2022 | 2,279 | $264.1B | 3,093,253,294 | 87 | 908 | 712 | 2.7% |
| Q2 2022 | 2,383 | $306.3B | 3,058,470,876 | 160 | 1,005 | 666 | 2.8% |
| Q1 2022 | 2,342 | $247.1B | 2,322,740,534 | 134 | 966 | 751 | 3.4% |
| Q4 2021 | 2,349 | $247.0B | 2,610,668,412 | 120 | 805 | 844 | 2.5% |
| Q3 2021 | 2,176 | $232.6B | 2,435,740,054 | 84 | 851 | 694 | 2.6% |
| Q2 2021 | 2,225 | $215.6B | 2,579,060,366 | 145 | 843 | 746 | 5.7% |
| Q1 2021 | 2,154 | $216.2B | 2,632,681,803 | 127 | 833 | 793 | 2.0% |
| Q4 2020 | 2,143 | $205.9B | 2,293,674,556 | 104 | 696 | 838 | 6.2% |
| Q3 2020 | 1,994 | $233.9B | 2,777,804,940 | 91 | 731 | 758 | 1.4% |
| Q2 2020 | 2,002 | $254.1B | 3,016,978,280 | 139 | 733 | 730 | 1.4% |
| Q1 2020 | 1,982 | $266.2B | 3,051,431,557 | 120 | 785 | 741 | 1.2% |
| Q4 2019 | 2,081 | $270.5B | 2,790,258,025 | 96 | 653 | 784 | 2.5% |
| Q3 2019 | 1,969 | $259.3B | 3,289,920,081 | 95 | 670 | 712 | 1.6% |
| Q2 2019 | 1,950 | $213.5B | 2,813,276,868 | 88 | 693 | 739 | 2.7% |
| Q1 2019 | 1,987 | $276.6B | 2,918,141,391 | 146 | 696 | 753 | 4.4% |
| Q4 2018 | 1,918 | $218.8B | 2,724,699,685 | 15 | 22 | 43 | 4.0% |