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Smart Money Score
Composite context from Form 4, 13F and congressional disclosures; not a forecast.
Of the 13 tracked institutions holding IBM, 7 have a 3-year clone track record — 6 of them beat the S&P. Average holder's clone alpha: +3.4pt. It's a gauge of who owns the name, not just how many.
Among the 13 tracked institutional investors we monitor, IBM (INTERNATIONAL BUSINESS MACHS) is held with a combined value of $72.52B across 252,734,266 shares. The largest holder is VANGUARD GROUP INC with a position worth $28.80B (0.42% of their portfolio). 8 funds increased their holdings. 5 funds reduced their position.
Total Institutional Value
$72.52B
Total Shares Held
252,734,266
Institutional Holders
13
% of Shares Outstanding
26.8%
of 942.13M shares · SEC 2026-06-30
Days to Cover
3.8-1.0%
22.05M shares short · FINRA 2026-08-14
Tracked 13F institutions hold 26.8% of IBM's shares outstanding. This is a floor: 13F filings arrive on a ~45-day lag and we track only a subset of institutional filers, so true institutional ownership is higher. Shares-outstanding is the latest SEC cover-page figure (as of 2026-06-30), not a live float.
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
3
$417.15K
1
$5.76M
Total Transactions
4
Last 12 months
| Date | Insider | Code | Type | Shares | Value |
|---|---|---|---|---|---|
| Aug 26, 2026 | Robert David Thomas | S | Sale | 25,000 | $5.76M |
| Feb 25, 2026 | MICHELLE J HOWARD | P | Purchase | 50 | $11.89K |
| Feb 25, 2026 | Michael Miebach | P | Purchase | 434 | $101.26K |
| Jan 30, 2026 | DAVID N FARR | P | Purchase | 1,000 | $304.00K |
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | $28.80B | 0.42% | +1.5% |
| 2 | BlackRock, Inc. | $21.59B | 0.32% | -1.0% |
| 3 | STATE STREET CORP | $15.76B | 0.47% | +2.7% |
| 4 | FMR LLC | $2.09B | 0.09% | +41.7% |
| 5 | WELLINGTON MANAGEMENT GROUP LLP | $1.84B | 0.32% | +2362.2% |
| 6 | PRICE T ROWE ASSOCIATES INC /MD/ | $1.08B | 0.11% | -21.4% |
| 7 | AQR CAPITAL MANAGEMENT LLC | $742.18M | 0.26% | +42.4% |
| 8 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $252.58M | 0.35% | -4.2% |
| 9 | CITADEL ADVISORS LLC | $212.89M | 0.12% | +106.2% |
| 10 | MILLENNIUM MANAGEMENT LLC | $130.52M | 0.09% | -65.8% |
| Member | Type | Date |
|---|---|---|
| Josh Gottheimer | Sell | Jul 16, 2026 |
| Josh Gottheimer | Sell | Jul 15, 2026 |
| Matthew Robert Van Epps | Sell | Jun 16, 2026 |
| Lloyd Doggett | Buy |
As of the latest SEC 13F filings, VANGUARD GROUP INC is the largest institutional holder of IBM with a position worth $28.80B, representing 0.42% of their portfolio. In total, 13 institutional investors hold IBM with a combined value of $72.52B.
Institutional investors hold $72.52B worth of IBM stock across 13 positions. The largest institutional holder is VANGUARD GROUP INC with $28.80B in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For IBM, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their IBM positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
| Jun 10, 2026 |
| Maria Elvira Salazar | Buy | May 21, 2026 |
| Gilbert Cisneros | Sell | May 15, 2026 |
| Josh Gottheimer | Sell | Apr 24, 2026 |
| Alan Armstrong | Buy | Mar 27, 2026 |
Showing 8 of 80. STOCK Act disclosures lag up to 45 days.
Last Close
$239.94
2026-09-09
YTD
-17.7%
28% of 52-week range
