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See Which Recent 13F Filers Hold IBM

At Holdings Channel, we have reviewed the latest batch of the 50 most recent 13F filings for the 06/30/2026 reporting period, and noticed that International Business Machines Corp (Symbol: IBM) was held by 35 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good idea to take a closer look.

Before we proceed, it is important to point out that 13F filings do not tell the whole story, because these funds are only required to disclose their long positions with the SEC, but are not required to disclose their short positions. A fund making a bearish bet against a stock by shorting calls, for example, might also be long some amount of stock as they trade around their overall bearish position. This long component could show up in a 13F filing and everyone might assume the fund is bullish, but this tells only part of the story because the bearish/short side of the position is not seen.

Having given that caveat, we believe that looking at groups of 13F filings can be revealing, especially when comparing one holding period to another. Below, let's take a look at the change in IBM positions, for this latest batch of 13F filers:

FundNew Position?Change In Share CountChange In Market Value ($ in 1000's)
Becker Capital Management Inc. Existing +38+$392
Danske Bank A S Existing +39,356+$31,599
Conning Inc. Existing -21,718-$512
Park National Corp OH Existing -205+$402
VAUGHAN & Co SECURITIES INC. Existing -171+$69
Meridian Management Co. Existing UNCH+$284
Gamco Investors INC. ET AL Existing -103+$631
L. Roy Papp & Associates LLP Existing -625+$24
Meeder Asset Management Inc. Existing +18,732+$5,298
Harbour Investments Inc. Existing +926+$995
New York State Common Retirement Fund Existing -35,600+$34,552
Howard Hughes Medical Institute Existing UNCH+$505
Affinity Wealth Management LLC NEW +1,016+$286
Citizens & Northern Corp Existing -251+$37
Mizuho Securities USA LLC Existing +17,073+$6,995
Jones Financial Companies Lllp Existing +76,460+$35,694
Creative Financial Designs Inc. ADV Existing +111+$277
Ameriprise Financial Inc. Existing +12,985+$189,253
PVG Asset Management Corp NEW +946+$266
Strs Ohio Existing +37,286+$18,193
Cramer Rosenthal Mcglynn LLC NEW +4,065+$1,143
Planning Directions Inc. Existing -129+$5
Johnson Investment Counsel Inc. Existing -3,703+$542
Oppenheimer & Co. Inc. Existing +15,547+$7,380
Calton & Associates Inc. Existing +113+$71
Whitener Capital Management Inc. Existing -753+$35
Capital Management Associates NY Existing UNCH+$271
Montag A & Associates Inc. Existing +575+$810
Citigroup Inc. Existing +371,481+$154,891
Crawford Investment Counsel Inc. Existing -190+$1,794
PDS Planning Inc Existing -88+$248
Banco Bilbao Vizcaya Argentaria S.A. Existing -115,602-$22,851
Advisors Management Group Inc. ADV Existing -3,298+$271
Clearstead Advisors LLC Existing -4,298+$744
ZWJ Investment Counsel Inc. Existing +1,048+$825
Aggregate Change: +411,024+$471,419

In terms of shares owned, we count 14 of the above funds having increased existing IBM positions from 03/31/2026 to 06/30/2026, with 15 having decreased their positions and 3 new positions.

Looking beyond these particular funds in this one batch of most recent filers, we tallied up the IBM share count in the aggregate among all of the funds which held IBM at the 06/30/2026 reporting period (out of the 8,799 we looked at in total). We then compared that number to the sum total of IBM shares those same funds held back at the 03/31/2026 period, to see how the aggregate share count held by hedge funds has moved for IBM. We found that between these two periods, funds reduced their holdings by 549,882,595 shares in the aggregate, from 589,763,720 down to 39,881,125 for a share count decline of approximately -93.24%. The overall top three funds holding IBM on 06/30/2026 were:

»FundShares of IBM Held
1.Sumitomo Mitsui Trust Group Inc. 2,344,997
2.Aberdeen Group plc 1,254,225
3.New York State Common Retirement Fund 1,112,331
4-10Find out the full Top 10 Hedge Funds Holding IBM»

We'll keep following the latest 13F filings by hedge fund managers and bring you interesting stories derived from a look at the aggregate information across groups of managers between filing periods. While looking at individual 13F filings can sometimes be misleading due to the long-only nature of the information, the sum total across groups of funds from one reporting period to another can be a lot more revealing and relevant, providing interesting stock ideas that merit further research, like International Business Machines Corp (Symbol: IBM).

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Further IBM Research:

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