Guru Ownership Trend
Guru Analysis for International Business Machines Corporation (IBM)
International Business Machines Corporation (IBM), a key player in the Technology sector, continues to attract institutional attention.
As of Q4 2025, a total of 13 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $294.87 M.
Top institutional holders include Cliff Asness and Paul Tudor Jones.
Institutional sentiment is currently Bearish. This is evidenced by a $65.71 M net outflow during the quarter.
Recent activity highlights Paul Tudor Jones who opened a new position. Conversely, Jeremy Grantham reduced exposure by 52.6%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for International Business Machines Corporation (IBM)
Major holders include Cliff Asness ($253.79 M), Paul Tudor Jones ($29.62 M), Jeremy Grantham ($19.25 M). According to the latest reported data, 13 tracked investment managers collectively hold approximately 1.18 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $65.71 M, with 5 managers increasing positions and 9 managers reducing holdings.
During the most recent reporting period, 8 managers trimmed their positions, while 1 fully exited IBM. The total reported sell value was $98.65 M.
Yes, 3 managers opened new positions in IBM, and 2 increased their existing holdings. The total reported buy value was $32.93 M.
