DOSSIER · 13F Holders · Q2 2026Technology · Information Technology Services
IBM

INTERNATIONAL BUSINESS MACHS

3,863 institutions still hold INTERNATIONAL BUSINESS MACHS as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 459200101·Information Technology Services·3,863 13F holders·last filed Jun 30, 2026
Market cap
$220.0B
13F value held
$111.6B
visible holders
Holders
3,863
filers reporting
Concentration
19.34%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q2 2026

IBM's institutional cornerstone sits in a strange position: it is held by every major U.S. wealth-management platform — Vanguard, BlackRock, State Street, and Fidelity all maintain substantial stakes — but the absence of aggressive accumulation from any single active manager tells its own story. With roughly 3,200 institutional holders and $130B worth of reported value, IBM occupies the 'respectable but not exciting' tier of large-cap technology: it pays a 4%+ dividend, carries a stable enterprise-software revenue base, and has a credible (if slow-moving) hybrid-cloud narrative around Red Hat and watsonx. The problem for conviction-driven managers is that IBM's growth trajectory has been flat for years, and every rally attempt gets sold into by fundamental allocators who remember the 2014-2018 revenue declines. The holder set reflects that ambivalence: wide ownership, shallow conviction.

What makes IBM structurally interesting is the dividend. At 4%+, it anchors the name in income-focused mandates that need technology exposure without the volatility of pure-growth names. That anchor is why the holder set is so broad: IBM is effectively a utility-adjacent technology name — predictable cash flows, minimal earnings surprise risk, dividend-supported floor. The Red Hat acquisition was supposed to recalibrate the growth narrative, but the integration arc has been slow, and the market has discounted the story accordingly.

The cloud narrative — watsonx, AI governance — is the potential re-rating catalyst, but it requires institutional investors to believe that IBM's execution history is improving. The current holder set suggests most of them are waiting for evidence before adding meaningfully. Without clean quarter-over-quarter data, we cannot read the recent flow direction, but the static snapshot shows a stock that is held but not loved.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$21.6B76.8M0.32%Q2 2026
02
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$17.3B61.4M0.37%Q2 2026
03
STATE STREET CORP
CIK 0000093751
$15.8B56.0M0.47%Q2 2026
04
Vanguard Portfolio Management
CIK 0002100121· Index
$8.0B28.3M0.36%Q2 2026
05
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$6.6B23.4M0.35%Q2 2026
06
MORGAN STANLEY
CIK 0000895421
$4.9B17.5M0.26%Q2 2026
07
Capital World Investors
CIK 0001422849
$4.6B16.2M0.54%Q2 2026
08
BANK OF AMERICA CORP /DE/
CIK 0000070858
$4.2B15.0M0.27%Q2 2026
09
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$3.5B12.4M0.27%Q2 2026
10
JPMORGAN CHASE & CO
CIK 0000019617
$3.5B12.4M0.19%Q2 2026
11
NORTHERN TRUST CORP
CIK 0000073124· Index
$2.9B10.2M0.33%Q2 2026
12
Bank of New York Mellon Corp
CIK 0001390777
$2.6B9.3M0.43%Q2 2026
13
NORGES BANK
CIK 0001374170· Sovereign
$2.4B8.4M0.24%Q2 2026
14
GOLDMAN SACHS GROUP INC
CIK 0000886982
$2.4B8.4M0.21%Q2 2026
15
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
CIK 0000861177
$2.1B7.6M0.39%Q2 2026
16
FMR LLC
CIK 0000315066
$2.1B7.4M0.09%Q2 2026
17
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$2.0B7.1M0.27%Q2 2026
18
Legal & General Group Plc
CIK 0000764068
$1.9B6.7M0.39%Q2 2026
19
WELLINGTON MANAGEMENT GROUP LLP
CIK 0000902219
$1.8B6.5M0.32%Q2 2026
20
PeakShares LLC
CIK 0002113507
$1.7B6K1.23%Q2 2026
Page 1 of 194
3843 more holders available. Log in →
Insiders at INTERNATIONAL BUSINESS MACHS
Miebach MichaelBrown Marianne CatherineHoward Michelle JPollack Martha EBuberl ThomasMcnabb Frederick William IiiLaguarta RamonVoser Peter R.