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 Q2 2026, a total of 12 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $734.14 M.
Top institutional holders include Cliff Asness and Jefferies Group.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $289.59 M net inflow during the quarter.
Recent activity highlights Manning & Napier Group who dramatically increased their stake. Conversely, Ken Fisher reduced exposure by 20.9%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for International Business Machines Corporation (IBM)
Major holders include Cliff Asness ($742.18 M), Jefferies Group ($49.71 M), Paul Tudor Jones ($14.06 M). According to the latest reported data, 12 tracked investment managers collectively hold approximately 3.1 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $289.59 M, with 7 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 0 fully exited IBM. The total reported sell value was $2.06 M.
Yes, 1 managers opened new positions in IBM, and 6 increased their existing holdings. The total reported buy value was $291.65 M.
