Institutional 13F: net value change -$36.4B, net sellers 1674 vs 1648 buyers, 330 exits versus 141 new buys. Insider cluster buying (3 buyers, $417K) is a minor positive but overwhelmed by institutional distribution.

Confirmation

Continued institutional selling or insider shift to selling would confirm bearish trend.

Invalidation Risk

If insider buying intensifies and institutional flows turn positive, bearish case is invalidated.

Compiled by AI from public regulatory filings; describes past institutional behavior only. Not a substitute for independent investment research.

Insider Trading (Form 4)

5590d confidence

unique buyers

$417K

buy value

data as of 2026-07-17

12-Month Buy/Sell Activity

Feb 25

Feb 26

BuySell

Action	Insider	Title	Date	Value
Buy	HOWARD MICHELLE J	Director	2026-02-25	$12K
Buy	Miebach Michael	President & CEO	2026-02-25	$101K
Buy	FARR DAVID N	Director	2026-01-30	$304K
Sell	Thomas Robert David	Senior Vice President	2025-03-03	$6.72M
Buy	FARR DAVID N	Director	2025-02-28	$299K

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Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

Filings (14d)

Data as of 2026-07-14

2026-07-14

On July 14, 2026, IBM released a letter to investors outlining its expected financial results for the second quarter ended June 30, 2026. The letter includes both GAAP and non-GAAP financial measures, along with reconciliations between them.

View Full Filing (SEC EDGAR)

View all Form 8-K filings

FAQ

Who are the top institutional investors holding INTL BUSINESS MACHINES CORP (IBM)?

Major stakeholders currently include BlackRock, Inc. ($18.8B), Vanguard Capital Management LLC ($14.7B), State Street CORP ($13.2B). Based on the latest 13F filings, there are a total of 3487 tracked investment funds and institutions maintaining positions in IBM.

What is the overall institutional sentiment toward IBM recently?

Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $36.4B, driven by 1648 managers accumulating shares while 1674 reduced their exposure.

Which institutions have been selling or reducing their IBM positions?

In the latest period, 1344 funds trimmed their holdings, and 330 managers completely exited their positions. The aggregate reported sell value was $101.4B.

Are there any notable investors adding IBM to their portfolios?

Yes, buying activity remains notable. 141 institutions opened new positions in {ticker}, and 1507 existing holders added to their shares. The total reported buy value for the quarter amounted to $52.9B.