The largest reported holders of IBM are BlackRock Inc., Vanguard Capital Management LLC, State Street Corp, according to the latest SEC Form 13F filings (3624 institutions in all, total shares held +3.6% vs the prior quarter).
Below are the largest institutional holders, what each one did last quarter, and what the company's own insiders have been doing.
The chart below tracks IBM's daily closing price from May 14, 2026 to Nov. 9, 2026. Over that stretch it is up 13.5%, from $216.82 to $246.11, with a high of $326.89 on June 2, 2026 and a low of $204.31 on July 22, 2026. Each red circle marks a week in which company insiders sold shares on the open market (1 week in this period; bigger circles mean more money). There are no green diamonds: no insider bought on the open market in this window.
IBM share price and insider trades
Daily closing price, May 14, 2026 to Nov 9, 2026 · dots are open-market trades by company insiders (SEC Form 4), one per week
Latest
$246.11
Nov 9, 2026
Change
▲ +13.5%
since May 14, 2026
High
$326.89
Jun 2, 2026
Low
$204.31
Jul 22, 2026
Share price Insider sales: $5.8M in 1 trade Insider buys: noneBigger dot = more money. Hover a dot or the line for details.
Top 10 institutional holders of IBM
The table below lists top 10 institutional holders of IBM, with the size of each position and whether the fund added or cut last quarter.
Fund
Value
Last quarter
BlackRock Inc.
$21.6B
cut (-1.0%)
Vanguard Capital Management LLC
$17.3B
added (+0.9%)
State Street Corp
$15.8B
added (+2.7%)
Vanguard Portfolio Management LLC
$8.0B
added (+2.5%)
Geode Capital Management, LLC
$6.6B
added (+1.6%)
Morgan Stanley
$4.9B
cut (-11.1%)
Capital World Investors
$4.6B
cut (-5.0%)
Bank OF America Corp /DE/
$4.2B
cut (-6.7%)
JPMorgan Chase & Co
$3.5B
cut (-32.9%)
Northern Trust Corp
$2.9B
cut (-0.7%)
Also worth knowing about IBM
The stock ended Nov. 9, 2026 at $246.11; the five-day change is down 2.5%.
No open-market insider purchases in 90 days, against $5.8 million of sales.
On share issuance, the dilution score is 0/100 (low). Share count up 1.1% over a year.
In International Business Machines Corp's own words
“Disciplined execution throughout the quarter drove accelerated revenue growth and strong free cash flow. Our clients are now deploying Super Intelligence in ways that transform entire operating models, instead of simply addressing narrow or novel problems. IBM's technology and expertise are helping organizations drive growth and serve customers with greater speed, precision and efficiency than ever before”
— Arvind Krishna, IBM chairman, president and chief executive officer · SEC filing
From the company's earnings release filed with the SEC on 2026-10-21 (Form 8-K).
What would change the picture for IBM
These are the specific events and levels to watch. None of them is a prediction.
The Jan. 26, 2027 earnings report (76 days away). International Business Machines Corp beat estimates in 3 of the last 4 quarters (average surprise +2.1%); a miss would break that pattern.
Insider buying: none on the open market in 90 days. A purchase by an executive or director would be the first in at least three months, and it would show up on SEC Form 4 within two business days.
Price levels: a close above $326.89 would be a new 52-week high, 32.8% above the latest close of $246.11; a close below $204.31 would be a new 52-week low, 17.0% below it.
Growth: revenue rose 6.8% year over year in the quarter ending Sep 2026 (trend: slowing). At a P/E of 20.9, a slowdown would matter more than at a lower multiple.
New shares: dilution risk is low now. A new shelf registration (S-3) or a prospectus supplement (424B) for an offering would raise it.
IBM history: what happened after similar moves
Since 2023, IBM rose 8.4% or more in a month 14 times (separate episodes, not counting the current one). Three months later it was higher in 9 of 13 cases; the median change was +5.7%.
Past moves don't predict the next one; they show how volatile the stock has been.
Month ending
Move in that month
1 month later
3 months later
2025-06-10
+10.9%
+2.7%
-6.4%
2025-09-10
+8.7%
+12.2%
+21.5%
2025-10-09
+12.2%
+6.3%
+6.1%
2025-11-10
+11.9%
+1.1%
-11.2%
2026-05-22
+10.7%
+3.6%
-8.3%
2026-08-12
+9.5%
+3.1%
not yet
The bottom line
The largest reported holders of IBM are BlackRock Inc., Vanguard Capital Management LLC, State Street Corp, according to the latest SEC Form 13F filings (3624 institutions in all, total shares held +3.6% vs the prior quarter).
Questions people also ask
What is IBM's 52-week high and low?
Over the past year IBM closed as high as $326.89 and as low as $204.31. At $246.11 (Nov. 9, 2026) it is down 24.7% from the high and 20.5% above the low.
When does International Business Machines Corp report earnings next?
The next report is expected on Jan. 26, 2027, 76 days from now. International Business Machines Corp beat the average estimate in 3 of its last 4 reports.
Are IBM insiders buying or selling?
Insiders sold $5.8 million of IBM on the open market in 90 days and bought none. Sales are often routine (taxes, diversification, pre-planned plans); purchases with their own money are the stronger signal.
Does IBM pay a dividend?
Yes: $6.74 per share over the last 12 months, about 2.74% at today's price.
Is International Business Machines Corp profitable?
Yes. International Business Machines Corp had $69.9 billion of revenue over the last 12 months with a net margin of 16.0% and a P/E of 20.9. More →
Is International Business Machines Corp issuing new shares?
Dilution risk reads low (0/100); the share count rose 1.1% in a year.
Dates to watch for IBM
Insider trades can come any day: they must be filed on Form 4 within two business days.
Date
Event
Why it matters
Mon Nov 16, 2026
13F filing deadline
Funds disclose what they held on 2026-09-30, including IBM.
Fri Nov 20, 2026
Monthly options expiration
Often heavier trading and bigger swings in widely traded stocks.
Wed Dec 9, 2026
Federal Reserve rate decision
Market odds: 4% hold, 1% cut, 94% hike.
Tue Jan 26, 2027
International Business Machines Corp earnings
Results and guidance; the biggest scheduled event for the stock.
Key terms on this page
P/E ratio
Price divided by the last 12 months of earnings per share. A P/E of 20 means investors pay $20 for each $1 of yearly profit. It is only defined when the company is profitable.
Form 4
The SEC form a company's officers, directors and 10% owners must file within two business days of buying or selling its stock.
Open-market trade
A purchase or sale on the exchange at the market price, paid with the insider's own money (code P or S on Form 4), as opposed to option exercises, grants or gifts.
Form 13F
A quarterly SEC report listing the U.S. stock holdings of every investment manager with more than $100 million. It is due 45 days after each quarter ends, so it shows positions with a delay.
Dilution
When a company issues new shares, each existing share owns a smaller piece of the company. Common sources: stock offerings, convertible debt and large stock-based pay.
Form 8-K
The SEC form for material events between quarterly reports: earnings releases, deals, executive changes, stock offerings and similar news.
52-week high / low
The highest and lowest daily closing price over the past year (about 252 trading days).
Where these numbers come from
Every number on this page is computed from the data when the page is refreshed (usually daily); nothing is typed in by hand. This is information, not investment advice.
Price: daily closing prices through Nov. 9, 2026; changes use 5, 21 and 63 trading days; the 52-week range uses the last 252 closes.
Insider trades: SEC Form 4 filings for the last 90 days, counting only open-market purchases (code P) and sales (code S); option exercises, grants, gifts and filings with data errors are left out.
Earnings dates and estimates: a market-data calendar; reported vs expected EPS for the last 4 quarters.
Valuation and growth: revenue, earnings, margins and share counts from the company's SEC filings (XBRL data, latest quarter Sep 2026); P/E and price/sales use the latest close.
Fund ownership: SEC Form 13F filings for Q2 2026.
Dilution: share-count changes and offering-related SEC filings (shelf registrations, prospectus supplements, convertible notes) over two years, scored 0-100.
History: 21-trading-day moves over about three years of daily closes, counted once per episode.
Track IBM insider trades, dilution and 8-K filings as they're filed.CapitalSnitch puts SEC insider trading, 13F fund ownership and Congress trades inside ChatGPT, Claude, Gemini, Grok and Copilot — ask "Are insiders buying IBM?" and get the answer with links to the filings. Free plan, no card; paid plans from $29/month, with instant alerts on Edge.
How this article was made: it was generated from SEC filings and market data with automated tools and is published under Wesley Donovan's editorial responsibility. Spotted an error? Tell us and we will correct it.
Sources: SEC EDGAR (Form 4, 8-K/6-K, prospectuses, XBRL share counts) and daily closing prices. Insider sales are often routine (taxes, diversification, pre-planned 10b5-1 plans). Not investment advice.
Free weekly email:the week's biggest insider buys and Congress trades, every Monday. No spam, one-click unsubscribe.