Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
3,397 institutional managers reported holding IBM for the quarter ended Mar 31, 2026. Together they hold about 61% of shares outstanding; the top 10 hold 35%. 167 opened new positions; 407 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| Vanguard Group | 98.13M | 10.31% | $23.79B | added +0.8% | ≤2013 |
| BlackRock | 77.57M | 8.15% | $18.80B | unchanged | ≤2013 |
| State Street | 54.59M | 5.73% | $13.24B | trimmed -0.7% | ≤2013 |
| Geode Capital | 23.08M | 2.42% | $5.59B | added +2.1% | ≤2013 |
| Morgan Stanley | 19.63M | 2.06% | $4.76B | added +32.1% | ≤2013 |
| Capital Group (American Funds) | 17.06M | 1.79% | $4.14B | trimmed -22.5% | 2024 Q1 |
| Bank OF America CORP /DE/ | 16.06M | 1.69% | $3.89B | added +7% | ≤2013 |
| UBS | 11.51M | 1.21% | $2.79B | added +4.6% | ≤2013 |
| Northern Trust | 10.30M | 1.08% | $2.50B | added +1.7% | ≤2013 |
| BNY Mellon | 7.17M | 0.75% | $1.74B | unchanged | ≤2013 |
| Goldman Sachs | 7.01M | 0.74% | $1.70B | added +6.3% | ≤2013 |
| Legal & General Group PLC | 6.91M | 0.73% | $1.68B | trimmed -2.6% | ≤2013 |
| Charles Schwab Investment Management | 6.74M | 0.71% | $1.64B | added +2.4% | ≤2013 |
| FMR (Fidelity) | 5.25M | 0.55% | $1.27B | trimmed -21.2% | ≤2013 |
| Dimensional Fund Advisors | 5.14M | 0.54% | $1.25B | added +2% | ≤2013 |
| T. Rowe Price | 4.87M | 0.51% | $1.18B | trimmed -13.3% | ≤2013 |
| Ameriprise Financial INC | 4.77M | 0.50% | $1.16B | trimmed -14.3% | ≤2013 |
| Amundi | 4.77M | 0.50% | $1.16B | added +5.7% | 2017 Q4 |
| Wells Fargo & COMPANY/MN | 4.53M | 0.48% | $1.10B | trimmed -4% | ≤2013 |
| Invesco | 4.19M | 0.44% | $1.02B | added +14.9% | ≤2013 |
| Royal Bank OF Canada | 3.93M | 0.41% | $952.6M | trimmed -6.9% | ≤2013 |
| Deutsche Bank AG\ | 3.56M | 0.37% | $863.8M | trimmed -9.1% | 2013 Q3 |
| Nuveen | 3.36M | 0.35% | $814.2M | added +7.7% | ≤2013 |
| First Trust Advisors LP | 3.33M | 0.35% | $807.4M | added +50.5% | ≤2013 |
| Franklin Resources | 3.18M | 0.33% | $770.9M | added +47.7% | ≤2013 |
| Victory Capital Management INC | 3.02M | 0.32% | $731.5M | trimmed -34.2% | 2014 Q4 |
| Triglav Investments, D.o.o. | 3.00M | 0.32% | $727.3M | trimmed -1% | 2024 Q4 |
| Mitsubishi UFJ Asset Management CO., LTD. | 2.78M | 0.29% | $673.3M | added +6.1% | ≤2013 |
| Swiss National Bank | 2.74M | 0.29% | $665.0M | added +7.5% | ≤2013 |
| Raymond James Financial INC | 2.74M | 0.29% | $664.0M | trimmed -2.9% | ≤2013 |
| Stifel Financial CORP | 2.68M | 0.28% | $649.0M | trimmed -1.8% | ≤2013 |
| Capital Wealth Planning, LLC | 2.65M | 0.28% | $642.4M | added +8.4% | 2023 Q4 |
| CalPERS | 2.48M | 0.26% | $600.8M | trimmed -14.2% | ≤2013 |
| Sumitomo Mitsui Trust Group, INC. | 2.35M | 0.25% | $569.3M | trimmed -3.8% | ≤2013 |
| Barclays PLC | 2.34M | 0.25% | $567.6M | trimmed -15.4% | ≤2013 |
| National Pension Service | 2.29M | 0.24% | $554.0M | added +0.8% | 2014 Q3 |
| Hsbc Holdings PLC | 2.11M | 0.22% | $511.1M | trimmed -1.3% | ≤2013 |
| LPL Financial LLC | 2.00M | 0.21% | $483.9M | trimmed -0.6% | 2016 Q4 |
| BNP Paribas Financial Markets | 1.91M | 0.20% | $463.5M | trimmed -32.2% | ≤2013 |
| AQR Capital | 1.89M | 0.20% | $457.8M | added +120.4% | ≤2013 |
| Citigroup INC | 1.87M | 0.20% | $452.3M | trimmed -14.1% | ≤2013 |
| CPP Investment Board | 1.60M | 0.17% | $386.9M | added +30.1% | ≤2013 |
| Rhumbline Advisers | 1.56M | 0.16% | $379.4M | trimmed -1.4% | ≤2013 |
| AllianceBernstein | 1.47M | 0.15% | $357.3M | trimmed -1.3% | ≤2013 |
| California State Teachers Retirement System | 1.42M | 0.15% | $344.7M | trimmed -2.2% | ≤2013 |
| DekaBank Deutsche Girozentrale | 1.35M | 0.14% | $327.6M | unchanged | ≤2013 |
| HighTower Advisors, LLC | 1.34M | 0.14% | $325.6M | trimmed -5.4% | ≤2013 |
| Voya Investment Management LLC | 1.31M | 0.14% | $318.0M | added +35.7% | ≤2013 |
| Bank OF Montreal /CAN/ | 1.28M | 0.13% | $310.1M | trimmed -1.1% | ≤2013 |
| Bank Julius Baer & CO. LTD, Zurich | 1.23M | 0.13% | $297.0M | trimmed -25.5% | 2020 Q1 |
Largest 50 of 3,397 shown; the full ranked, searchable register is at boothcheck.com/holders/IBM. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.