L3VLUP
Quarter end
31 Mar 2025
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 2 May 2025
Managers listing it
18
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q4 2024 and Q1 2025; 16 listed it in both
Shares listed
33,088,240
combined, among listed positions
Reported value
$8.2bn
combined, at the quarter end

Among the 95 comparable managers: 8 buyers (opened or added shares) and 11 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 Q1 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2024, 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
Capital World Investors15,528,642$3.9bn0.63%Added+3,544,03312 May 2025 (the filing on sec.gov)
Fidelity (FMR LLC)4,760,380$1.2bn0.08%Trimmed-64,0885 Nov 2026 (the filing on sec.gov)
Invesco Ltd3,538,766$880m0.17%Trimmed-498,09412 May 2025 (the filing on sec.gov)
T. Rowe Price Associates Inc3,164,987$787m0.10%Added+930,44814 May 2025 (the filing on sec.gov)
Neuberger Berman Group LLC1,661,933$413m0.35%Trimmed-465,58627 Oct 2026 (the filing on sec.gov)
AllianceBernstein LP1,483,287$369m0.13%Trimmed-108,18415 May 2025 (the filing on sec.gov)
AQR Capital Management LLC828,515$204m0.21%Trimmed-65,43615 May 2025 (the filing on sec.gov)
Marshall Wace LLP688,352$171m0.22%Newnew15 May 2025 (the filing on sec.gov)
MFS Investment Management320,514$80munder 0.1%Added+59,7302 May 2025 (the filing on sec.gov)
Acadian Asset Management LLC316,895$79m0.22%Added+55,59821 May 2025 (the filing on sec.gov)
Hudson Bay Capital Management LP252,283$63m0.19%Trimmed-176,27014 May 2025 (the filing on sec.gov)
Woodline Partners LP180,388$45m0.29%Added+129,72615 May 2025 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC139,419$35m0.21%Added+41,45515 May 2025 (the filing on sec.gov)
Janus Henderson Group Ltd130,387$32munder 0.1%Trimmed-599,09215 May 2025 (the filing on sec.gov)
Dodge & Cox33,899$8.4munder 0.1%Trimmed-22114 May 2025 (the filing on sec.gov)
Winton Group Ltd25,647$6.4m0.39%Trimmed-84415 May 2025 (the filing on sec.gov)
GAMCO Investors Inc18,284$4.5m0.05%Trimmed-79814 May 2025 (the filing on sec.gov)
ExodusPoint Capital Management LP15,662$3.9munder 0.1%Newnew14 May 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2024 to Q1 2025, 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.

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 →