International Business Machines Corporation (IBM) Institutional Holders & Insider Trades

International Business Machines Corporation

IBM · NYSE

Symbol: IBM
Type: Stock
Sector: Technology
Industry: Computer Manufacturing
Country: North America
Exchange: NYSE

IBM is a leading provider of global hybrid cloud and AI, and consulting expertise. We help clients in more than 175 countries capitalize on insights from their data, streamline business processes, reduce costs and gain the competitive edge in their industries. Thousands of governments and corporate entities in critical infrastructure areas such as financial services, telecommunications and healthcare rely on IBM's hybrid cloud platform and Red Hat OpenShift to affect their digital transformations quickly, efficiently and securely. IBM's breakthrough innovations in AI, quantum computing, industry-specific cloud solutions and consulting deliver open and flexible options to our clients. All of this is backed by IBM's long-standing commitment to trust, transparency, responsibility, inclusivity and service. Visit www.ibm.com for more information.

Key Issues

Bullish view

AI momentum, an expanding consulting backlog and demand for enterprise solutions centered on security, governance and control could convert IBM’s positioning into recurring software and services growth.

Bearish view

The enterprise-AI strategy may take time to monetize, and the evidence says converting demand into durable revenue remains gradual, leaving growth dependent on execution.

Analyst Consensus

See all

Hold

14 analysts

$238

Current

—

Low

$245

Average

—

High

Average target implies +3.05% versus the current price.

Earnings History

BeatMissNo estimate

Peers

CrowdStrike Holdings, Inc.CRWD · NASDAQ-GS$213.56

100 filers$133.62B loaded

Manager	Filing date	Shares	Value	Change
Vanguard Group Inc	Dec 31, 2025	97.22M	$22.86B	+1.50%
Blackrock, Inc.	Mar 31, 2026	77.57M	$18.24B	-0.40%
Vanguard Capital Management Llc	Mar 31, 2026	60.85M	$14.31B	0.00%
State Street Corp	Mar 31, 2026	54.59M	$12.84B	-0.73%
Vanguard Portfolio Management Llc	Mar 31, 2026	27.66M	$6.50B	0.00%
Geode Capital Management, Llc	Mar 31, 2026	23.08M	$5.43B	+2.08%
Morgan Stanley	Mar 31, 2026	19.63M	$4.62B	+32.11%
Jpmorgan Chase & Co	Mar 31, 2026	18.54M	$4.36B	+21.98%
Capital World Investors	Mar 31, 2026	17.06M	$4.01B	-22.52%
Bank Of America Corp /De/	Mar 31, 2026	16.06M	$3.78B	+6.99%
Northern Trust Corp	Mar 31, 2026	10.30M	$2.42B	+1.70%
Norges Bank	Dec 31, 2025	8.26M	$1.94B	+21.06%
Ubs Am, A Distinct Business Unit Of Ubs Asset Management Ame	Mar 31, 2026	7.57M	$1.78B	+4.16%
Bank Of New York Mellon Corp	Mar 31, 2026	7.17M	$1.69B	-0.31%
Goldman Sachs Group Inc	Mar 31, 2026	7.01M	$1.65B	+6.25%
Legal & General Group Plc	Mar 31, 2026	6.91M	$1.63B	-2.64%
Charles Schwab Investment Management Inc	Mar 31, 2026	6.74M	$1.58B	+2.38%
Vanguard Fiduciary Trust Co	Mar 31, 2026	5.26M	$1.24B	0.00%
Fmr Llc	Mar 31, 2026	5.25M	$1.23B	-21.15%
Dimensional Fund Advisors Lp	Mar 31, 2026	5.14M	$1.21B	+2.00%
Price T Rowe Associates Inc /Md/	Mar 31, 2026	4.87M	$1.15B	-13.29%
Ameriprise Financial Inc	Mar 31, 2026	4.77M	$1.12B	-14.29%
Amundi	Mar 31, 2026	4.77M	$1.12B	+5.73%
Wells Fargo & Company/Mn	Mar 31, 2026	4.53M	$1.06B	-4.01%
Invesco Ltd.	Mar 31, 2026	4.19M	$985.31M	+14.85%
Ubs Group Ag	Mar 31, 2026	3.94M	$925.79M	+5.49%
Royal Bank Of Canada	Mar 31, 2026	3.93M	$924.03M	-6.92%
Deutsche Bank Ag\	Mar 31, 2026	3.56M	$837.87M	-9.09%
Nuveen, Llc	Mar 31, 2026	3.36M	$789.75M	+7.74%
First Trust Advisors Lp	Mar 31, 2026	3.33M	$783.18M	+50.48%
Franklin Resources Inc	Mar 31, 2026	3.18M	$747.79M	+47.74%
Victory Capital Management Inc	Mar 31, 2026	3.02M	$709.53M	-34.16%
Swiss National Bank	Mar 31, 2026	2.74M	$645.08M	+7.47%
Raymond James Financial Inc	Mar 31, 2026	2.74M	$644.08M	-2.89%
Stifel Financial Corp	Mar 31, 2026	2.68M	$629.55M	-1.83%
Capital Wealth Planning, Llc	Mar 31, 2026	2.65M	$623.12M	+8.42%
California Public Employees Retirement System	Mar 31, 2026	2.48M	$582.76M	-14.21%
Sumitomo Mitsui Trust Group, Inc.	Jun 30, 2026	2.34M	$551.43M	-0.14%
Barclays Plc	Mar 31, 2026	2.34M	$550.55M	-15.38%
National Pension Service	Mar 31, 2026	2.29M	$537.35M	+0.77%
Mitsubishi Ufj Asset Management Co., Ltd.	Mar 31, 2026	2.25M	$529.30M	+7.00%
Hsbc Holdings Plc	Mar 31, 2026	2.11M	$495.79M	-1.25%
Vanguard Global Advisers, Llc	Mar 31, 2026	2.04M	$479.65M	0.00%
Lpl Financial Llc	Mar 31, 2026	2.00M	$469.36M	-0.64%
Citigroup Inc	Jun 30, 2026	1.98M	$466.30M	+6.29%
Aqr Capital Management Llc	Mar 31, 2026	1.89M	$444.04M	+120.40%
Vanguard Asset Management, Ltd	Mar 31, 2026	1.75M	$412.50M	0.00%
Canada Pension Plan Investment Board	Mar 31, 2026	1.60M	$375.24M	+30.06%
Rhumbline Advisers	Mar 31, 2026	1.56M	$367.97M	-1.41%
Alliancebernstein L.P.	Mar 31, 2026	1.47M	$346.61M	-1.26%