IBM — INTERNATIONAL BUSINESS MACHINES CORP - US

Information Technology

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For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

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.

Confidence
95
Institutional Conviction
Net accumulation · 1 buying vs 0 selling last quarter
61
Macro Tailwind
Macro conditions are mixed for this sector
55
Congressional Activity
4 congressional purchases, 2 sales disclosed in the last 6 months
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.

Supporting evidence
  • +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
Contradicting evidence — always shown
  • 13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 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.

Smart Money Consensus™

Based on recent institutional activity in IBM

44
/100
Mixed Activity
Added / Increased8
Reduced8
Exited2
BearishBullish
Crowded Trade Score™

How many top investors track IBM

20
/100
Emerging Interest
3investors

A small number of top investors own this.

UndiscoveredCrowded
151015+

IBM Ownership Composition

How INTERNATIONAL BUSINESS MACHINES CORP - US is held across tracked investor types, based on reported 13F positions.

Dominant Type
Multi-Strategy / Quant
97% of tracked value
Institutions
3
tracked investors
Total Reported
$2.6B
combined 13F value
Types2
  • Multi-Strategy / Quant96.6%
  • Macro3.4%
Multi-Strategy / Quant(2)
96.6%
Macro(1)
3.4%

Tracked investors currently reporting IBM

2 tracked investors have since exited this position — listed separately below.

  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    6.9M
    Value
    $1.9B
    % Portfolio
    0.22%
  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    2.1M
    Value
    $588.2M
    % Portfolio
    0.21%
  • Paul Tudor JonesJun 30, 2026
    Tudor Investment Corp
    Shares
    318.2K
    Value
    $89.5M
    % Portfolio
    0.12%

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.

InvestorFirmLast reported sharesValue thenLast held
Steve CohenPoint72 Asset Management13.7K$3.9MSep 30, 2025
Ray DalioBridgewater Associates2.3K$403.3KJun 30, 2024

Recent activity

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.
IBM (INTERNATIONAL BUSINESS MACHINES CORP - US) — — InvestorLens