Security

IBM

International Business Machs · COM

CUSIP 459200101 Equity holders as of 2026 Q1 (each manager’s latest book)

14 owners 1 new 1 exit max 2.1% (Arnold Van Den Berg - Van...)

grid → activity → earnings →
owners 14
rank #264
master % 0.01%
max % 2.1%
tracked value $38.8B
qoq N 1 A 6 R 5 E 1

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Arnold Van Den Berg - Van Den Berg Management I, Inc. 2026 Q1 2.1% Add -0.45 pp 36,942 $9B hist
Vanguard Group Inc. 2025 Q4 stale 0.4% Add +0.01 pp 97,216,131 $28.8B hist
Kentucky Trust Co. 2026 Q2 stale 0.2% — 1,670 $470M hist
Natixis Advisors, LLC 2026 Q1 0.2% Reduce -0.07 pp 620,861 $150M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.1% Add +0.02 pp 440,533 $107M hist
Kahn Brothers Group Inc. 2026 Q1 0.1% — 1,228 $298 hist
Ancora Advisors LLC 2026 Q1 0.0% Reduce -0.01 pp 6,883 $2M hist
David Katz - Matrix Asset Advisors INC/NY 2026 Q2 stale 0.0% New 0.0% 755 $212M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Add -0.01 pp 33,052 $8M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add 0.00 pp 367,164 $89M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce -0.02 pp 130,710 $32M hist
Dodge & Cox 2026 Q1 0.0% Reduce 0.00 pp 46,587 $11M hist
Mairs & Power Inc. 2026 Q1 0.0% Add 0.00 pp 3,647 $884 hist
Murray Stahl - Horizon Kinetics Asset Management LLC 2026 Q1 0.0% Reduce -0.01 pp 3,585 $869 hist
Thomas Russo - Gardner Russo & Quinn LLC exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 750 $222 hist

14 current · 1 exited last period · options excluded

financials

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

Income statement

line 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

line 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

line 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 -$520M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings · CIK 0000051143

ownership over time

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