Guru Ownership Over Time
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 $433.66 M.
Top institutional holders include Cliff Asness and Jeremy Grantham.
Institutional sentiment is currently Bullish. This is evidenced by a $32.95 M net inflow during the quarter.
Recent activity highlights Joel Greenblatt who increased their stake by 22.6%. Conversely, Louis Moore Bacon reduced exposure by 90.5%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 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 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for International Business Machines Corporation (IBM)
Top Guru holders include Cliff Asness ($310.19 M), Jeremy Grantham ($38.71 M), Jefferies Group ($10.57 M). Collectively, tracked Gurus hold 1.4 M shares.
Based on recent 13F filings, the sentiment is **Positive (Net Buy)**. There was a net inflow of $32.95 M, with 6 Gurus buying and 5 Gurus selling.
In the recent quarter, 5 Gurus reduced their positions, and 0 Gurus sold out of IBM completely. Total sell value was $14.15 M.
Yes, 0 Gurus opened new positions in IBM, and 6 added to their existing holdings. Total buy value was $47.1 M.