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 Q3 2025, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $430.91 M.
Top institutional holders include 克里夫·阿斯內斯 and 傑瑞米·葛蘭森.
Institutional sentiment is currently Bullish. This is evidenced by a $32.95 M net inflow during the quarter.
Recent activity highlights 喬爾·葛林布雷 who increased their stake by 22.6%. Conversely, 路易斯·摩爾·培根 reduced exposure by 90.5%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 0.20% | Add 15.9% | 1,099,347 | $310.19 M | Q3 2025 | |
| 0.11% | Add 9.4% | 137,185 | $38.71 M | Q3 2025 | |
| 0.05% | Reduce -28.9% | 37,450 | $10.57 M | Q3 2025 | |
| 2.62% | Reduce -8.7% | 37,101 | $10.47 M | Q3 2025 | |
| 0.72% | Reduce -22.8% | 28,475 | $8.03 M | Q3 2025 | |
| 0.00% | Add 5.2% | 19,258 | $5.43 M | Q3 2025 | |
| 0.05% | Add 0.2% | 18,188 | $5.13 M | Q3 2025 | |
| 0.02% | Add 22.6% | 18,086 | $5.1 M | Q3 2025 | |
| 0.01% | Add 0.5% | 3,788 | $1.07 M | Q3 2025 | |
| 0.01% | Reduce -1.9% | 3,703 | $1.04 M | Q3 2025 | |
| 0.01% | Reduce -90.5% | 2,394 | $675,491 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
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Key Holders
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for International Business Machines Corporation (IBM)
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $32.95 M, with 6 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 5 managers trimmed their positions, while 0 fully exited IBM. The total reported sell value was $14.15 M.
Yes, 0 managers opened new positions in IBM, and 6 increased their existing holdings. The total reported buy value was $47.1 M.