IBM — INTERNATIONAL BUSINESS MACHINES CORP - US
Information Technology
InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.
Sourced from SEC EDGAR public filings
Why are billionaires buying IBM?
Built from public SEC filings and public economic data. Not a recommendation.
Why? — Evidence & Confidence ▾
Of 1 tracked investors who changed their IBM position last quarter, 1 bought and 0 sold (100% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 55/100 in a Squeeze regime). 4 congressional purchases, 2 sales disclosed in the last 6 months.
- +1 tracked investor added or increased positions last quarter (Paul Tudor Jones)
- +3 tracked investors reported holding IBM at their latest filing
- +Macro Health is 55/100 in a Squeeze regime — historically acceptable for Information Technologysource
- +4 congressional purchases disclosed in the last 6 months
- −13F data is disclosed up to 45 days after quarter end — positions may have changed since
- · 13F disclosure lag (up to 45 days)
- · Tracked investors are a sample, not the whole market
- · Sector regime fit is a historical average, not a guarantee
Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 8/20/2026.
About INTERNATIONAL BUSINESS MACHINES CORP - US (IBM)
INTERNATIONAL BUSINESS MACHINES CORP - US (IBM) appears in the most recent 13F filings of 3 tracked institutional investors. INTERNATIONAL BUSINESS MACHINES CORP - US is classified in the Information Technology sector. The largest disclosed position is held by Ken Griffin (Citadel Advisors), valued at $1.9B. Across recent filings, tracked investors recorded 3 new positions, 5 increased, 8 reduced, and 2 exited. All data sourced from SEC 13F filings.
Based on recent institutional activity in IBM
How many top investors track IBM
A small number of top investors own this.
IBM Ownership Composition
How INTERNATIONAL BUSINESS MACHINES CORP - US is held across tracked investor types, based on reported 13F positions.
- Multi-Strategy / Quant96.6%
- Macro3.4%
Tracked investors currently reporting IBM
2 tracked investors have since exited this position — listed separately below.
- Ken GriffinJun 30, 2026Citadel AdvisorsShares6.9MValue$1.9B% Portfolio0.22%
- Izzy EnglanderJun 30, 2026Millennium ManagementShares2.1MValue$588.2M% Portfolio0.21%
- Paul Tudor JonesJun 30, 2026Tudor Investment CorpShares318.2KValue$89.5M% Portfolio0.12%
Previously held IBM
These investors reported IBM in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.
| Investor | Firm | Last reported shares | Value then | Last held |
|---|---|---|---|---|
| Steve Cohen | Point72 Asset Management | 13.7K | $3.9M | Sep 30, 2025 |
| Ray Dalio | Bridgewater Associates | 2.3K | $403.3K | Jun 30, 2024 |
Recent activity
- New$403.3KAug 14, 2024
- Sold$0(-100.00%)Nov 13, 2024
- Reduced$14.6M(-1.19%)Nov 14, 2024
- Increased$18.2M(24.77%)Feb 14, 2025
- Reduced$5.4M(-73.49%)Jul 21, 2025
- Reduced$4.6M(-29.22%)Aug 14, 2025
- Reduced$3.9M(-11.61%)Nov 14, 2025
- Sold$0(-100.00%)Feb 17, 2026
- Reduced$25.2M(-26.06%)Aug 14, 2024
- Reduced$31.7M(-1.51%)Nov 14, 2024
- Increased$64.8M(105.15%)Feb 14, 2025
- Reduced$57.3M(-21.83%)May 15, 2025
- Increased$108.9M(60.44%)Aug 14, 2025
- Increased$118.7M(13.86%)Dec 9, 2025
- Reduced$28.3M(-58.66%)May 15, 2026
- Increased$89.5M(172.20%)Aug 14, 2026
- New$11.6MSep 16, 2024
- $37.7MMay 15, 2024
Frequently asked questions
- How many institutional investors hold IBM?
- 3 tracked institutional investors disclosed a position in IBM (INTERNATIONAL BUSINESS MACHINES CORP - US) in their most recent 13F filing.
- Who is the largest institutional holder of IBM?
- Ken Griffin, Citadel Advisors, holds the largest disclosed position in IBM, valued at $1.9B.
- Did institutional ownership of IBM increase or decrease?
- Across recent 13F filings, tracked investors recorded 3 new positions, 5 increased, 8 reduced, and 2 fully exited IBM.
- What sector is IBM in?
- INTERNATIONAL BUSINESS MACHINES CORP - US is classified in the Information Technology GICS sector.
- Where does this IBM ownership data come from?
- SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.