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Smart Money Score
Composite context from Form 4, 13F and congressional disclosures; not a forecast.
Holder clone rankings through .
Of the 13 tracked institutions holding IBM, 5 have a 3-year clone track record — 4 of them beat the S&P. Average holder's clone alpha: +1.6pt. 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
4.1+7.7%
24.16M shares short · FINRA 2026-09-30
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
the last 365 days
| 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 |
|---|---|---|
| Lloyd Doggett | Buy | Sep 10, 2026 |
| Maria Elvira Salazar | Sell | Sep 4, 2026 |
| Maria Elvira Salazar | Sell | Aug 24, 2026 |
| Gilbert Cisneros | 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.
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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 →
| Aug 18, 2026 |
| Josh Gottheimer | Sell | Jul 16, 2026 |
| Josh Gottheimer | Sell | Jul 15, 2026 |
| Matthew Robert Van Epps | Sell | Jun 16, 2026 |
| Lloyd Doggett | Buy | Jun 10, 2026 |
Showing 8 of 84. STOCK Act disclosures lag up to 45 days.
Last Close
$253.56
2026-10-23
YTD
-13.0%
39% of 52-week range