Follow-The-Filings

Security · featured owners

IBM International Business Machs

Information Technology COM Equity as of 2026 Q2 among managers we track

  • 7 Owners
  • #226
  • Max 2.4%
  • Master 0.00%
  • $27M
  • 1 new 1 add 2 reduce

Who owns this now

Largest portfolio weights among featured holders · max 2.4% (Arnold Van Den Berg - Van Den Berg Management I) · not free-float ownership

  1. Arnold Van Den Berg add 2.4%
  2. Kentucky Trust Co. 0.23%
  3. Kahn Brothers Group 0.05%
  4. David Katz new 0.02%
  5. Dodge & Cox reduce 0.01%
  6. Mairs & Power 0.01%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Dodge & Cox 2026 Q2 0.01% Reduce −1.3% 45,995 $13M history
Arnold Van Den Berg - Van Den Berg Management I 2026 Q2 2.4% Add +7.5% 39,723 $11M history
Mairs & Power 2026 Q2 0.01% Hold 3,647 $1M history
Murray Stahl - Horizon Kinetics Asset Management 2026 Q2 0.01% Reduce −0.4% 3,570 $1M history
Kentucky Trust Co. - Kentucky Trust 2026 Q2 0.23% Hold 1,670 $470K history
Kahn Brothers Group 2026 Q2 0.05% Hold 1,228 $345K history
David Katz - Matrix Asset Advisors 2026 Q2 0.02% New 0.02% 755 $212K history

SEC filings

Recent issuer filings from EDGAR · 12 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 9.01
424B5
424B3
10-Q
8-K 2.02,9.01
8-K 2.02,7.01,9.01
8-K 1.01,2.03,9.01
8-K 7.01
8-K 5.02,5.03,5.07
10-Q
8-K 2.02,9.01
DEFA14A

Insider forms

Form 3 / 4 / 5 from EDGAR · 6 rows shown

Filed Form Detail Links
4 Period Aug 27, 2026
4 Period Aug 26, 2026
4 Period Jun 30, 2026 · 12 forms
4 Period Jul 1, 2026
4 Period Jun 4, 2026
4 Period Mar 31, 2026 · 9 forms

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $61.86B $62.75B $67.54B
Gross profit $34.3B $35.55B $39.3B
Gross margin * 55.4% 56.7% 58.2%
Net income $7.5B $6.02B $10.59B
Net margin * 12.1% 9.6% 15.7%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $32.91B $34.48B $36.94B
Total non-current assets * $102.33B $102.69B $114.94B
Total assets $135.24B $137.18B $151.88B
Total current liabilities $34.12B $33.14B $38.66B
Total non-current liabilities * $78.51B $76.64B $80.48B
Total equity $22.53B $27.31B $32.65B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $13.93B $13.44B $13.19B
Cash from investing -$7.07B -$4.94B -$10.3B
Cash from financing -$1.77B -$7.08B -$3.83B
Net change in cash $5.1B $1.07B -$0.52B

ownership over time

filing count by report period · click a bar for that quarter’s holders