INTERNATIONAL BUSINESS MACHS (IBM)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
3,483
Reporting holders
$182.0B
Reported value
64.0%
Of shares outstanding
7.0%
Held as options
+156
Holder change
Institutions report 603,237,900 shares against 942,134,390 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $21.6B | 76,763,481 | 0.32% | 8q | -1.0%-$225.7M |
| VANGUARD CAPITAL MANAGEMENT LLC | $17.3B | 61,385,366 | 0.37% | 2q | +0.9%+$151.8M |
| STATE STREET CORP | $15.8B | 56,045,055 | 0.47% | 31q | +2.7%+$407.9M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $8.0B | 28,348,295 | 0.36% | 2q | +2.5%+$193.3M |
| GEODE CAPITAL MANAGEMENT, LLC | $6.6B | 23,448,500 | 0.35% | 31q | +1.6%+$104.4M |
| MORGAN STANLEY | $4.9B | 17,459,828 | 0.26% | 35q | -11.1%-$610.5M |
| Capital World Investors | $4.6B | 16,207,905 | 0.54% | 10q | -5.0%-$240.3M |
| BANK OF AMERICA CORP /DE/ | $4.2B | 14,988,328 | 0.27% | 31q | -6.7%-$302.4M |
| JPMORGAN CHASE & CO | $3.6B | 12,445,411 | 0.20% | 31q | -32.9%-$1.8B |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.5B | 870,716 | 0.27% | 31q | +209.0%+$2.4B |
| NORTHERN TRUST CORP | $2.9B | 10,227,731 | 0.33% | 31q | -0.7%-$21.7M |
| Bank of New York Mellon Corp | $2.6B | 9,269,877 | 0.43% | 31q | +29.3%+$590.3M |
| NORGES BANK | $2.4B | 8,416,339 | 0.24% | 32q | +1.9%+$44.2M |
| GOLDMAN SACHS GROUP INC | $2.4B | 6,942,807 | 0.21% | 31q | -0.9%-$21.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $2.1B | 7,621,512 | 0.39% | 31q | +0.7%+$15.0M |
| FMR LLC | $2.1B | 7,433,148 | 0.09% | 31q | +41.7%+$615.1M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $2.0B | 7,132,137 | 0.27% | 31q | +5.8%+$110.3M |
| Sixth Street Partners Management Company, L.P. | $2.0B | 7,132,137 | 0.27% | new | NEW |
| CITADEL ADVISORS LLC | $1.9B | 757,042 | 0.22% | 31q | +106.2%+$994.3M |
| Legal & General Group Plc | $1.9B | 6,666,667 | 0.39% | 31q | -3.6%-$69.6M |
| WELLINGTON MANAGEMENT GROUP LLP | $1.8B | 6,549,393 | 0.32% | 31q | +2362.2%+$1.8B |
| PeakShares LLC | $1.7B | 5,897 | 1.23% | 3q | +30.6%+$388.4M |
| JANE STREET GROUP, LLC | $1.6B | 174,730 | 0.13% | 31q | +175.9%+$1.0B |
| DIMENSIONAL FUND ADVISORS LP | $1.6B | 5,584,047 | 0.28% | 31q | +8.7%+$125.6M |
| Amundi | $1.5B | 5,462,124 | 0.37% | 21q | +14.5%+$194.3M |
| WELLS FARGO & COMPANY/MN | $1.5B | 5,272,282 | 0.24% | 31q | -41.8%-$1.1B |
| VANGUARD FIDUCIARY TRUST CO | $1.5B | 5,277,637 | 0.33% | 2q | HELD |
| AMERIPRISE FINANCIAL INC | $1.3B | 4,787,969 | 0.27% | 31q | -49.9%-$1.3B |
| UBS Group AG | $1.3B | 4,224,527 | 0.16% | 31q | +7.3%+$86.5M |
| Invesco Ltd. | $1.2B | 4,329,024 | 0.10% | 31q | +3.3%+$39.1M |
| ROYAL BANK OF CANADA | $1.2B | 4,096,592 | 0.18% | 31q | +4.3%+$48.9M |
| FIRST TRUST ADVISORS LP | $1.0B | 3,649,008 | 0.60% | 31q | +9.6%+$89.6M |
| IMC-Chicago, LLC | $967.7M | 104,713 | 0.23% | 18q | -34.1%-$500.6M |
| DEUTSCHE BANK AG\ | $960.8M | 3,416,803 | 0.28% | 34q | -4.1%-$41.2M |
| Nuveen, LLC | $951.1M | 3,406,951 | 0.23% | 6q | +1.4%+$13.5M |
| BARCLAYS PLC | $926.0M | 2,552,506 | 0.18% | 31q | +9.0%+$76.6M |
| HSBC HOLDINGS PLC | $891.3M | 2,509,826 | 0.37% | 31q | +19.0%+$142.6M |
| NATIONAL BANK OF CANADA /FI/ | $833.3M | 1,545,593 | 0.60% | 19q | +293.4%+$621.5M |
| CITIGROUP INC | $832.4M | 1,982,975 | 0.27% | 31q | +6.3%+$49.3M |
| FRANKLIN RESOURCES INC | $787.9M | 2,801,789 | 0.17% | 31q | -11.9%-$106.4M |
| STIFEL FINANCIAL CORP | $769.6M | 2,736,515 | 0.64% | 31q | +2.2%+$16.7M |
| Swiss National Bank | $744.0M | 2,645,760 | 0.39% | 31q | -3.6%-$27.4M |
| AQR CAPITAL MANAGEMENT LLC | $742.2M | 2,688,952 | 0.26% | 31q | +42.4%+$221.0M |
| RAYMOND JAMES FINANCIAL INC | $709.3M | 2,522,245 | 0.19% | 7q | -7.9%-$61.0M |
| BNP PARIBAS FINANCIAL MARKETS | $703.4M | 1,746,207 | 0.24% | 31q | +32.7%+$173.3M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $683.9M | 2,431,943 | 0.38% | 31q | +8.0%+$50.9M |
| National Pension Service | $660.8M | 2,349,975 | 0.43% | 31q | +2.8%+$18.2M |
| Sumitomo Mitsui Trust Group, Inc. | $659.4M | 2,344,997 | 0.38% | 31q | HELD |
| Optiver Holding B.V. | $659.2M | options only | 0.18% | 2q | OPTIONS |
| Capital Wealth Planning, LLC | $654.4M | 2,326,916 | 3.27% | 11q | -12.2%-$90.8M |
| VICTORY CAPITAL MANAGEMENT INC | $622.3M | 2,212,859 | 0.35% | 31q | -26.7%-$226.2M |
| MILLENNIUM MANAGEMENT LLC | $588.2M | 464,139 | 0.21% | 31q | +255.1%+$422.5M |
| LPL Financial LLC | $586.3M | 2,075,342 | 0.13% | 31q | +4.0%+$22.4M |
| Vanguard Global Advisers, LLC | $571.1M | 2,031,030 | 0.27% | 2q | HELD |
| VANGUARD ASSET MANAGEMENT, Ltd | $563.0M | 2,002,150 | 0.38% | 2q | +14.1%+$69.7M |
| California Public Employees Retirement System | $484.5M | 1,723,040 | 0.27% | 31q | -30.5%-$212.4M |
| HighTower Advisors, LLC | $482.6M | 1,716,120 | 0.47% | 31q | +27.8%+$104.9M |
| CANADA PENSION PLAN INVESTMENT BOARD | $481.9M | 1,713,804 | 0.27% | 31q | +7.4%+$33.2M |
| MARSHALL WACE, LLP | $480.2M | 1,702,963 | 0.38% | 4q | +491.2%+$399.0M |
| RHUMBLINE ADVISERS | $439.6M | 1,563,378 | 0.33% | 31q | HELD |
| ALLIANCEBERNSTEIN L.P. | $388.8M | 1,603,863 | 0.13% | 31q | +8.8%+$31.5M |
| BANK OF MONTREAL /CAN/ | $385.6M | 1,371,339 | 0.13% | 31q | +7.2%+$26.0M |
| VOYA INVESTMENT MANAGEMENT LLC | $365.7M | 1,301,755 | 0.32% | 8q | -0.8%-$2.8M |
| Aberdeen Group plc | $352.7M | 1,254,225 | 0.50% | 31q | +8.4%+$27.3M |
| ADAPT Investment Managers SA | $333.9M | options only | 2.66% | 3q | OPTIONS |
| W1M Asset Management Ltd | $325.5M | 1,157,301 | 2.98% | 7q | +3.8%+$11.9M |
| PNC Financial Services Group, Inc. | $316.2M | 1,124,434 | 0.16% | 31q | +1.4%+$4.5M |
| NEW YORK STATE COMMON RETIREMENT FUND | $312.8M | 1,112,331 | 0.39% | 31q | -3.1%-$10.0M |
| PRINCIPAL FINANCIAL GROUP INC | $300.8M | 1,069,713 | 0.15% | 31q | HELD |
| Corient Private Wealth LP | $292.0M | 1,038,529 | 0.19% | 15q | +106.0%+$150.2M |
| ENVESTNET ASSET MANAGEMENT INC | $285.8M | 1,016,199 | 0.07% | 31q | -4.1%-$12.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $265.4M | 957,093 | 0.41% | 7q | +24.1%+$51.6M |
| ProShare Advisors LLC | $260.8M | 927,294 | 0.38% | 31q | +7.4%+$18.0M |
| Swedbank AB | $255.6M | 908,811 | 0.22% | 21q | +2.1%+$5.3M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $252.6M | 898,190 | 0.35% | 31q | -4.2%-$11.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $250.4M | 892,907 | 0.30% | 9q | +3.7%+$9.0M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $246.4M | 876,271 | 0.19% | 32q | +36.7%+$66.2M |
| Allianz Asset Management GmbH | $234.7M | 519,984 | 0.21% | 40q | -4.5%-$11.0M |
| AVIVA PLC | $230.8M | 820,671 | 0.34% | 31q | +2.4%+$5.4M |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $225.2M | 800,734 | 0.37% | 31q | -1.8%-$4.1M |
| SIMPLEX TRADING, LLC | $221.3M | 57,427 | 0.13% | 2q | HELD |
| Eurizon Capital SGR S.p.A. | $216.7M | 772,109 | 0.58% | 3q | +91.2%+$103.4M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $211.2M | 750,956 | 0.15% | 31q | -14.6%-$36.1M |
| CIBC Bancorp USA Inc. | $209.4M | 744,911 | 0.25% | 3q | -5.0%-$10.9M |
| Pictet Asset Management Holding SA | $204.0M | 725,515 | 0.19% | 12q | -4.7%-$10.0M |
| NEUBERGER BERMAN GROUP LLC | $193.9M | 689,624 | 0.13% | 31q | -6.1%-$12.6M |
| Retirement Systems of Alabama | $193.2M | 687,112 | 0.58% | 31q | +2.7%+$5.1M |
| TD Asset Management Inc | $190.6M | 677,870 | 0.17% | 31q | -3.9%-$7.8M |
| MERCER GLOBAL ADVISORS INC /ADV | $187.7M | 667,548 | 0.12% | 30q | +132.1%+$106.8M |
| PFA Pension, Forsikringsaktieselskab | $182.6M | 649,499 | 0.46% | 3q | +11.0%+$18.1M |
| Russell Investments Group, Ltd. | $179.1M | 639,937 | 0.16% | 31q | +5.5%+$9.3M |
| Korea Investment CORP | $177.6M | 631,665 | 0.34% | 31q | +8.8%+$14.4M |
| Rockefeller Capital Management L.P. | $176.9M | 629,141 | 0.27% | 31q | +1.7%+$2.9M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $176.3M | 627,060 | 0.14% | 31q | -5.5%-$10.3M |
| Walleye Trading LLC | $172.6M | 38,855 | 0.20% | 31q | HELD |
| Mariner, LLC | $172.0M | 611,768 | 0.18% | 31q | +11.2%+$17.3M |
| TRUIST FINANCIAL CORP | $170.4M | 606,089 | 0.20% | 31q | -4.6%-$8.2M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $169.8M | 665,812 | 0.28% | 31q | +7.8%+$12.3M |
| Connor, Clark & Lunn Investment Management Ltd. | $161.2M | 573,368 | 0.31% | 14q | +74.7%+$68.9M |
| DANSKE BANK A/S | $159.8M | 568,252 | 0.32% | 10q | +7.4%+$11.1M |
Showing the largest 100 of 3,642 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 3,483 | $182.0B | 603,237,900 | 279 | 1,429 | 1,053 | 7.0% |
| Q1 2026 | 3,327 | $147.6B | 584,183,516 | 129 | 1,260 | 1,171 | 4.1% |
| Q4 2025 | 3,532 | $181.4B | 582,829,587 | 193 | 1,194 | 1,096 | 5.1% |
| Q3 2025 | 3,263 | $172.5B | 577,446,746 | 170 | 1,231 | 998 | 5.6% |
| Q2 2025 | 3,216 | $176.0B | 571,977,087 | 257 | 1,084 | 1,064 | 4.3% |
| Q1 2025 | 3,065 | $147.1B | 565,881,301 | 235 | 999 | 1,090 | 4.4% |
| Q4 2024 | 2,939 | $129.5B | 555,014,001 | 109 | 933 | 979 | 5.9% |
| Q3 2024 | 2,725 | $128.9B | 553,437,450 | 237 | 900 | 898 | 5.1% |
| Q2 2024 | 2,554 | $96.8B | 534,435,388 | 109 | 960 | 837 | 4.5% |
| Q1 2024 | 2,569 | $112.1B | 555,273,153 | 205 | 863 | 920 | 5.6% |
| Q4 2023 | 2,454 | $92.9B | 537,898,953 | 163 | 767 | 888 | 5.4% |
| Q3 2023 | 2,215 | $75.4B | 507,280,484 | 108 | 767 | 778 | 5.6% |
| Q2 2023 | 2,166 | $69.8B | 494,551,520 | 105 | 770 | 780 | 5.2% |
| Q1 2023 | 2,103 | $67.3B | 489,722,687 | 92 | 806 | 722 | 5.4% |
| Q4 2022 | 2,003 | $69.1B | 451,302,215 | 148 | 644 | 662 | 8.1% |
| Q3 2022 | 2,300 | $66.3B | 515,999,353 | 89 | 924 | 711 | 7.4% |
| Q2 2022 | 2,392 | $77.8B | 508,698,141 | 159 | 1,013 | 667 | 7.7% |
| Q1 2022 | 2,352 | $69.9B | 500,404,408 | 135 | 976 | 748 | 6.9% |
| Q4 2021 | 2,356 | $73.4B | 504,157,066 | 120 | 805 | 846 | 8.3% |
| Q3 2021 | 2,180 | $76.4B | 507,359,230 | 84 | 850 | 697 | 7.8% |
| Q2 2021 | 2,228 | $79.1B | 506,027,300 | 144 | 847 | 745 | 6.2% |
| Q1 2021 | 2,164 | $71.2B | 502,285,495 | 127 | 839 | 792 | 6.0% |
| Q4 2020 | 2,146 | $68.9B | 508,714,254 | 104 | 698 | 839 | 6.6% |
| Q3 2020 | 1,997 | $65.1B | 508,298,268 | 92 | 731 | 756 | 5.0% |
| Q2 2020 | 2,004 | $65.4B | 515,905,209 | 140 | 734 | 729 | 4.7% |
| Q1 2020 | 1,983 | $60.1B | 513,289,093 | 121 | 791 | 736 | 5.3% |
| Q4 2019 | 2,085 | $73.1B | 520,856,434 | 96 | 653 | 790 | 4.6% |
| Q3 2019 | 1,975 | $77.9B | 507,689,080 | 97 | 676 | 710 | 5.2% |
| Q2 2019 | 1,957 | $76.9B | 503,679,638 | 88 | 697 | 742 | 7.4% |
| Q1 2019 | 1,989 | $75.1B | 501,078,080 | 146 | 695 | 755 | 5.9% |
| Q4 2018 | 1,919 | $62.4B | 519,641,543 | 15 | 21 | 44 | 5.3% |