Which hedge funds own IBM? INTERNATIONAL BUSINESS MACHS, Q2 2026 13F holders
73 tracked hedge funds disclosed a position in IBM (INTERNATIONAL BUSINESS MACHS) in their Q2 2026 13F filings, worth $2.7bn in total. The largest holder by portfolio weight is Soviero Asset Management, LP at 3.4% of its book. 30 opened a new position this quarter: Soviero Asset Management, LP, Meridiem Capital Partners LP, Oribel Capital Management, LP, FirstWave Capital Management LLC. 23 exited: ADAPT Investment Managers SA, Maytus Capital Management, LLC, CenterStar Asset Management, LLC.
- 73
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 30
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 23
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $348m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $119m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $2.7bn
- Combined value Sum of the holders' reported positions in the security.
- 5.9%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| ADAPT Investment Managers SA | 9.4% | $27.8m |
| Maytus Capital Management, LLC | 1.7% | $9.3m |
| CenterStar Asset Management, LLC | 1.5% | $1.6m |
| Paloma Partners Management Co | 1.4% | $2.4m |
| Unifi Asset Management LP | 1.2% | $2.1m |
| One River Asset Management, LLC | 0.8% | $247k |
| West Tower Group, LLC | 0.8% | $242k |
| Gladius Capital Management LP | 0.7% | $886k |
| Quantitative Investment Management, LLC | 0.6% | $6.0m |
| Entropy Technologies, LP | 0.5% | $9.9m |
| Parallax Volatility Advisers, L.P. | 0.3% | $7.6m |
| Aquatic Capital Management LLC | 0.3% | $11.1m |
| Machina Capital S.A.S. | 0.3% | $1.3m |
| Y-Intercept (Hong Kong) Ltd | 0.2% | $9.8m |
| Jupiter Asset Management Ltd | 0.1% | $24.7m |
| Twinbeech Capital LP | 0.1% | $1.2m |
| Fox Run Management, L.L.C. | 0.1% | $678k |
| Laurion Capital Management LP | 0.07% | $704k |
| Patton Fund Management, Inc. | 0.06% | $381k |
| Mirabella Financial Services LLP | 0.02% | $250k |
| Readystate Asset Management LP | 0.01% | $209k |
| Graham Capital Management, L.P. | 0.01% | $332k |
| Schonfeld Strategic Advisors LLC | 0.0% | $255k |
Ownership over time
Who discovered IBM first? Beta
| Cantillon Capital Management high conviction | Q3 2006 | +1.4 pts |
| Scopia Capital Management LP high conviction | Q2 2012 | +1.1 pts |
| Bridgewater Associates, LP | Q1 2006 | +0.4 pts |
| Old West Investment Management, LLC high conviction | Q4 2014 | +0.3 pts |
| Kerrisdale Advisers, LLC | Q4 2013 | 0.0 pts |
| Moore Capital Management, LP | Q1 2013 | 0.0 pts |
| Edgestream Partners, L.P. | Q1 2014 | −0.1 pts |
| Berkshire Hathaway high conviction | Q3 2011 | −0.3 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.