IBM: which funds bought and sold

Institutions that bought and sold IBM shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 1,900 institutions that filed 13F reports for both quarters added to or opened positions in IBM, and 1,374 cut or closed them. Together they added a net 12.7M shares, +2.2% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 8.6M shares (+18.3%); index fund managers were net buyers of 2.7M shares (+1.0%). 280 opened a new position and 137 sold out entirely.

Bought, Q2 2026 1,900 institutions, 280 of them new holders Sold, Q2 2026 1,374 institutions, 137 of them sold out

Net change, all compared +12.7M shares (+2.2%)

Net change, active managers +8.6M shares (+18.3%), 54 bought, 42 sold

Buyers versus sellers

institutions compared, 3,690

1,900 bought 416 1,374 sold

Active managers and hedge funds 54 bought · 42 sold · +8.6M

Index fund managers 9 bought · 3 sold · +2.7M

Other institutions 1,837 bought · 1,329 sold · +1.4M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Wellington Management Group LLP Active manager	+6.3M +2362.2%	6.5M	$1.8B
FMR LLC Active manager	+2.2M +41.7%	7.4M	$2.1B
Bank Of New York Mellon Corp	+2.1M +29.3%	9.3M	$2.6B
State Street Corp Index funds	+1.5M +2.7%	56.0M	$15.8B
Marshall Wace, LLP Hedge fund	+1.4M +491.2%	1.7M	$479M
National Bank Of Canada	+1.2M +293.4%	1.5M	$435M
AQR Capital Management LLC Hedge fund	+801K +42.4%	2.7M	$742M
Wells Fargo & Company	+744K +16.4%	5.3M	$1.5B
Amundi	+691K +14.5%	5.5M	$1.5B
Vanguard Portfolio Management LLC Index funds	+687K +2.5%	28.3M	$8B
Susquehanna International Group, LLP	+589K +209.0%	871K	$245M
Vanguard Capital Management LLC Index funds	+540K +0.9%	61.4M	$17.3B
Alyeska Investment Group, L.P. Hedge fund	+450K New position	450K	$126M
Dimensional Fund Advisors LP	+447K +8.7%	5.6M	$1.6B
BNP Paribas Financial Markets	+430K +32.7%	1.7M	$491M
SG Americas Securities, LLC	+424K +123.3%	768K	$216M
HSBC Holdings PLC	+401K +19.0%	2.5M	$705M
Nordea Investment Management AB	+394K +405.0%	491K	$135M
Charles Schwab Investment Management Inc Index funds	+392K +5.8%	7.1M	$2B
Citadel Advisors LLC Hedge fund	+390K +106.2%	757K	$213M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Wellington Management Group LLP Active manager	+6.3M +2362.2%	6.5M	$1.8B
FMR LLC Active manager	+2.2M +41.7%	7.4M	$2.1B
Marshall Wace, LLP Hedge fund	+1.4M +491.2%	1.7M	$479M
AQR Capital Management LLC Hedge fund	+801K +42.4%	2.7M	$742M
Alyeska Investment Group, L.P. Hedge fund	+450K New position	450K	$126M
Citadel Advisors LLC Hedge fund	+390K +106.2%	757K	$213M
Millennium Management LLC Hedge fund	+333K +255.1%	464K	$131M
T. Rowe Price Investment Management, Inc. Active manager	+271K New position	271K	$76.3M
Hudson Bay Capital Management LP Hedge fund	+200K New position	200K	$56.2M
Walleye Capital LLC Hedge fund	+194K +183.8%	300K	$84.4M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Jpmorgan Chase & Co	−6.1M −32.9%	12.4M	$3.5B
Morgan Stanley	−2.2M −11.1%	17.5M	$4.9B
Bank Of America Corp	−1.1M −6.7%	15.0M	$4.2B
Price T Rowe Associates Inc Active manager	−1.0M −21.4%	3.8M	$1.1B
Capital World Investors Active manager	−855K −5.0%	16.2M	$4.6B
Victory Capital Management Inc Active manager	−804K −26.7%	2.2M	$622M
Blackrock, Inc. Index funds	−802K −1.0%	76.8M	$21.6B
California Public Employees Retirement System	−755K −30.5%	1.7M	$485M
Bank Julius Baer & Co. Ltd, Zurich	−714K −58.3%	511K	$144M
ING Groep NV	−580K −88.2%	77K	$21.7M
Mackenzie Financial Corp	−489K −57.2%	365K	$103M
Credit Agricole S A	−399K −75.4%	130K	$36.5M
Franklin Resources Inc Active manager	−378K −11.9%	2.8M	$788M
Unisphere Establishment	−365K Sold out	0	—
KBC Group NV	−330K −35.7%	595K	$167M
Bessemer Group Inc	−328K −42.6%	442K	$124M
Capital Wealth Planning, LLC	−323K −12.2%	2.3M	$654M
Massachusetts Financial Services Co Active manager	−260K Sold out	0	—
Healthcare Of Ontario Pension Plan Trust Fund	−252K −40.9%	363K	$102M
Legal & General Group PLC	−247K −3.6%	6.7M	$1.9B

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Price T Rowe Associates Inc Active manager	−1.0M −21.4%	3.8M	$1.1B
Capital World Investors Active manager	−855K −5.0%	16.2M	$4.6B
Victory Capital Management Inc Active manager	−804K −26.7%	2.2M	$622M
Franklin Resources Inc Active manager	−378K −11.9%	2.8M	$788M
Massachusetts Financial Services Co Active manager	−260K Sold out	0	—
Jennison Associates LLC Active manager	−246K −38.7%	390K	$110M
Squarepoint Ops LLC Hedge fund	−175K −79.6%	45K	$12.6M
Capstone Investment Advisors, LLC Hedge fund	−132K −86.8%	20K	$5.6M
Qube Research & Technologies Ltd Hedge fund	−131K −98.8%	1,552	$436,438
Schroder Investment Management Group Active manager	−128K −14.6%	751K	$211M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Alyeska Investment Group, L.P.Hedge fund	450K	$126M
Clear Street Group Inc.	327K	$91.8M
T. Rowe Price Investment Management, Inc.Active manager	271K	$76.3M
Hudson Bay Capital Management LPHedge fund	200K	$56.2M
Hamlin Capital Management, LLC	194K	$54.5M
Meridiem Capital Partners LP	163K	$46M
Blue Sparrow, LLC	162K	$45.6M
Freestone Grove Partners LPHedge fund	147K	$41.4M
Meitav Investment House Ltd	110K	$30.8M
LMR Partners LLPHedge fund	100K	$28.3M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Unisphere Establishment	365K	$88.5M
Massachusetts Financial Services CoActive manager	260K	$63.5M
Adapt Investment Managers SA	115K	$27.8M
Jupiter Asset Management LtdActive manager	102K	$24.7M
Mirae Asset Securities (USA) Inc.	50K	$12.1M
Aquatic Capital Management LLC	46K	$11.1M
Capitolis Liquid Global Markets LLC	41K	$10M
Entropy Technologies, LP	41K	$9.9M
Y-Intercept (Hong Kong) Ltd	40K	$9.8M
Maytus Capital Management, LLC	38K	$9.3M

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 3,619
Ten largest holders: 51.7%
Index fund managers: 44.3%
Active managers and hedge funds: 9.1%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	54	42	17	8	+8.6M	+18.3%
Index fund managers	9	3	0	0	+2.7M	+1.0%
Other institutions	1,837	1,329	263	129	+1.4M	+0.5%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on IBM.

Only managers that filed a holdings report for both quarters are compared (3,690 here). 133 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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