L3VLUP
Quarter end
30 Jun 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 7 Aug 2025
Managers listing it
20
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q1 2025 and Q2 2025; 15 listed it in both
Shares listed
33,305,088
combined, among listed positions
Reported value
$9.8bn
combined, at the quarter end

Among the 95 comparable managers: 12 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 Q2 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

20 of 20 holders

ActionFiling
Capital World Investors14,967,650$4.4bn0.64%Trimmed-560,99213 Aug 2025 (the filing on sec.gov)
Fidelity (FMR LLC)5,005,054$1.5bn0.08%Added+244,67414 Aug 2025 (the filing on sec.gov)
Invesco Ltd3,835,105$1.1bn0.19%Added+296,33913 Aug 2025 (the filing on sec.gov)
T. Rowe Price Associates Inc3,158,120$931m0.11%Trimmed-6,86714 Aug 2025 (the filing on sec.gov)
AllianceBernstein LP1,591,646$469m0.15%Added+108,35914 Aug 2025 (the filing on sec.gov)
Neuberger Berman Group LLC1,526,055$450m0.35%Trimmed-135,87827 Oct 2026 (the filing on sec.gov)
AQR Capital Management LLC948,589$278m0.23%Added+120,07414 Aug 2025 (the filing on sec.gov)
MFS Investment Management436,623$129munder 0.1%Added+116,1098 Aug 2025 (the filing on sec.gov)
Squarepoint Ops LLC364,992$108m0.11%Addedn.a.27 Aug 2025 (the filing on sec.gov)
Jane Street Group LLC319,137$94munder 0.1%Addedn.a.14 Aug 2025 (the filing on sec.gov)
Janus Henderson Group Ltd310,399$91munder 0.1%Added+180,01214 Aug 2025 (the filing on sec.gov)
Millennium Management LLC307,309$91munder 0.1%Addedn.a.14 Aug 2025 (the filing on sec.gov)
Acadian Asset Management LLC219,757$65m0.13%Trimmed-97,1387 Aug 2025 (the filing on sec.gov)
Woodline Partners LP100,531$30m0.16%Trimmed-79,85714 Aug 2025 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC61,247$18m0.12%Trimmed-78,17214 Aug 2025 (the filing on sec.gov)
Dodge & Cox48,071$14munder 0.1%Added+14,17213 Aug 2025 (the filing on sec.gov)
Caxton Associates LLP36,011$11m0.27%Newnew15 Aug 2025 (the filing on sec.gov)
Winton Group Ltd25,334$7.5m0.38%Trimmed-31314 Aug 2025 (the filing on sec.gov)
Moore Capital Management LP25,304$7.5m0.09%Newnew14 Aug 2025 (the filing on sec.gov)
GAMCO Investors Inc18,154$5.4m0.05%Trimmed-13013 Aug 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q1 2025 to Q2 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 →