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 Q1 2026, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $555.4 M.
Top institutional holders include Cliff Asness and Arnold Van Den Berg.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $203.77 M net inflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 120.4%. Conversely, Jeremy Grantham reduced exposure by 86.9%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for International Business Machines Corporation (IBM)
Major holders include Cliff Asness ($455.56 M), Arnold Van Den Berg ($8.95 M), Joel Greenblatt ($8.01 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 2.05 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $203.77 M, with 6 managers increasing positions and 7 managers reducing holdings.
During the most recent reporting period, 5 managers trimmed their positions, while 2 fully exited IBM. The total reported sell value was $47.55 M.
Yes, 0 managers opened new positions in IBM, and 6 increased their existing holdings. The total reported buy value was $251.31 M.
