L3VLUP
Quarter end
31 Dec 2023
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 12 Feb 2024
Managers listing it
18
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q3 2023 and Q4 2023; 15 listed it in both
Shares listed
22,505,927
combined, among listed positions
Reported value
$3.7bn
combined, at the quarter end

Among the 93 comparable managers: 10 buyers (opened or added shares) and 9 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing IBM in Q4 2023

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

18 of 18 holders

ActionFiling
Invesco Ltd4,521,338$739m0.18%Added+149,60613 Feb 2024 (the filing on sec.gov)
Fidelity (FMR LLC)4,054,702$663m0.05%Trimmed-1,155,9605 Nov 2026 (the filing on sec.gov)
Arrowstreet Capital LP3,229,635$528m0.55%Added+1,002,56814 Feb 2024 (the filing on sec.gov)
Renaissance Technologies LLC1,843,100$301m0.47%Added+1,306,70013 Feb 2024 (the filing on sec.gov)
AllianceBernstein LP1,720,419$281m0.11%Added+356,91914 Feb 2024 (the filing on sec.gov)
Citadel Advisors LLC1,458,557$239munder 0.1%Addedn.a.14 Feb 2024 (the filing on sec.gov)
T. Rowe Price Associates Inc1,397,501$229munder 0.1%Added+43,89916 Feb 2024 (the filing on sec.gov)
Neuberger Berman Group LLC1,391,898$228m0.20%Added+929,26814 Nov 2024 (the filing on sec.gov)
AQR Capital Management LLC1,097,720$180m0.34%Added+373,95314 Feb 2024 (the filing on sec.gov)
Janus Henderson Group Ltd612,431$100m0.06%Addedn.a.14 Feb 2024 (the filing on sec.gov)
Acadian Asset Management LLC498,369$81m0.32%Trimmed-123,31313 Feb 2024 (the filing on sec.gov)
Marshall Wace LLP427,046$70m0.12%Trimmed-546,20914 Feb 2024 (the filing on sec.gov)
Two Sigma Investments LP123,603$20munder 0.1%Trimmed-592,70714 Feb 2024 (the filing on sec.gov)
Winton Group Ltd39,807$6.5m0.47%Trimmed-6,48212 Feb 2024 (the filing on sec.gov)
Dodge & Cox34,970$5.7munder 0.1%Trimmed-21522 Feb 2024 (the filing on sec.gov)
GAMCO Investors Inc21,531$3.5munder 0.1%Trimmed-1,05114 Feb 2024 (the filing on sec.gov)
Eisler Capital Management Ltd19,768$3.2munder 0.1%Trimmed-13,81513 Feb 2024 (the filing on sec.gov)
Maverick Capital Ltd13,532$2.2munder 0.1%Newnew14 Feb 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2023 to Q4 2023, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

Exited (1)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
17 in Q3 2024 to 20 in Q2 2026

Tracked managers listing it, at least.

0102030402014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
IBM by quarter
QuarterHoldersReported valueBuyersSellers
Q2 201328$23.2bnn.a.n.a.
Q3 201328$23.4bnn.a.n.a.
Q4 201327$22.6bnn.a.n.a.
Q1 201428$22.7bnn.a.n.a.
Q2 201431$21.5bnn.a.n.a.
Q3 201426$22.5bnn.a.n.a.
Q4 201429$19.9bnn.a.n.a.
Q1 201524$20.0bnn.a.n.a.
Q2 201529$20.1bnn.a.n.a.
Q3 201527$18.2bnn.a.n.a.
Q4 201529$17.1bnn.a.n.a.
Q1 201624$18.2bnn.a.n.a.
Q2 201620$18.0bnn.a.n.a.
Q3 201626$18.7bnn.a.n.a.
Q4 201622$19.1bnn.a.n.a.
Q1 201732$17.3bnn.a.n.a.
Q2 201730$13.9bnn.a.n.a.
Q3 201727$10.5bnn.a.n.a.
Q4 201734$6.8bnn.a.n.a.
Q1 201829$5.9bnn.a.n.a.
Q2 201826$4.7bnn.a.n.a.
Q3 201824$4.8bnn.a.n.a.
Q4 201824$3.4bnn.a.n.a.
Q1 201924$4.3bnn.a.n.a.
Q2 201925$4.4bnn.a.n.a.
Q3 201922$4.6bnn.a.n.a.
Q4 201924$4.2bnn.a.n.a.
Q1 202018$3.1bnn.a.n.a.
Q2 202021$3.9bnn.a.n.a.
Q3 202018$3.6bnn.a.n.a.
Q4 202020$3.8bnn.a.n.a.
Q1 202121$3.9bnn.a.n.a.
Q2 202117$3.9bnn.a.n.a.
Q3 202120$3.6bnn.a.n.a.
Q4 202118$2.9bnn.a.n.a.
Q1 202218$2.4bnn.a.n.a.
Q2 202214$2.3bnn.a.n.a.
Q3 202213$2.1bnn.a.n.a.
Q4 202219$3.1bnn.a.n.a.
Q1 202325$3.4bnn.a.n.a.
Q2 202322$2.8bnn.a.n.a.
Q3 202320$2.8bnn.a.n.a.
Q4 202318$3.7bn109
Q1 202415$4.5bn79
Q2 202418$3.5bn89
Q3 202417$5.4bn116
Q4 202420$6.9bn1111
Q1 202518$8.2bn811
Q2 202520$9.8bn129
Q3 202521$10.8bn139
Q4 202517$12.8bn1716
Q1 202619$9.4bn1120
Q2 202620$13.3bn2113

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

IBM and AAPL →IBM and SNDK →IBM and CSCO →Choose a stock to compare with IBM →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own IBM, latest filings →Back to the 13F Explorer →