Who Owns IBM?
INTERNATIONAL BUSINESS MACHS — institutional ownership across 8 tracked superinvestors.
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8
Institutional Holders
$36.6M
Total Value Held
1000.00T
Total Shares
INTERNATIONAL BUSINESS MACHS (IBM) is held by 8 tracked superinvestors with a combined position of $36.6M across 1000.00T shares. The largest holder is FPA Queens Road (Bragg Financial Advisors) with $20.2M (0.54% of portfolio).
| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|---|---|---|---|---|---|---|
| 1 | FPA Queens Road | Bragg Financial Advisors | 71940 | $20.2M | 0.54% | 2026-06-30 |
| 2 | Dodge & Cox | Dodge & Cox | 45995 | $12.9M | 0.01% | 2026-06-30 |
| 3 | Mairs & Power | Mairs & Power | 3647 | $1.0M | 0.01% | 2026-06-30 |
| 4 | Boykin Curry | Eagle Capital Management | 2700 | $759K | 0.00% | 2026-06-30 |
| 5 | Wally Obermeyer | Obermeyer Wealth Partners | 2190 | $616K | 0.03% | 2026-06-30 |
| 6 | Dan Sundheim (Mine & Arao) | Mine & Arao Wealth Creation & Management | 1749 | $492K | 0.18% | 2026-06-30 |
| 7 | Kahn Brothers | Kahn Brothers Group | 1228 | $345K | 0.05% | 2026-06-30 |
| 8 | David Katz | Matrix Asset Advisors | 755 | $212K | 0.02% | 2026-06-30 |
Ownership history
| Period | Holders | Total Value | Total Shares |
|---|---|---|---|
| 2023-06-30 | 1 | $361K | 2,700 |
| 2023-09-30 | 1 | $379K | 2,700 |
| 2023-12-31 | 4 | $8.6M | 1000.00T |
| 2024-03-31 | 3 | $7.3M | 3.43T |
| 2024-06-30 | 3 | $6.8M | 3.43T |
| 2024-09-30 | 5 | $1.6M | 1000.00T |
| 2024-12-31 | 8 | $24.5M | 1000.00T |
| 2025-03-31 | 8 | $27.7M | 1000.00T |
| 2025-06-30 | 8 | $37.4M | 1000.00T |
| 2025-09-30 | 8 | $35.8M | 1000.00T |
| 2025-12-31 | 9 | $38.0M | 1000.00T |
| 2026-03-31 | 7 | $31.0M | 1000.00T |