국제 비즈니스 기계 공사
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionStifel Financial Corp
Latest Disclosed Ownership2,677,248 shares
Latest Disclosed Value $ 648,955,354
Stifel Financial Corp reports 1.83% decrease in ownership of IBM / International Business Machines Corporation

On May 12, 2026 - Stifel Financial Corp filed a 13F-HR form disclosing ownership of 2,677,248 shares of International Business Machines Corporation (MX:IBM) valued at $648,955,354 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 2,727,258 shares of International Business Machines Corporation. This represents a change in shares of -1.83% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,677,248 -50,010 -1.83 648,955 -19.67 0.1399
2026-02-13 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,727,258 -42,633 -1.54 807,866 3.36 0.7267
2025-11-12 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 2,769,891 1,010,253 57.41 781,571 50.67 0.7136
2025-08-14 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,759,638 -51,014 -2.82 518,737 15.21 0.5046
2025-05-14 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,810,652 -118,350 -6.14 450,264 6.18 0.4786
2025-02-13 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,929,002 6,875 0.36 424,068 -0.21 0.4417
2024-11-14 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,922,127 9,320 0.49 424,958 28.45 0.4456
2024-08-13 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,912,807 69,999 3.80 330,831 -5.99 0.3723
2024-05-14 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,842,808 -64,621 -3.39 351,914 12.80 0.4009
2024-02-12 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,907,429 -23,195 -1.20 311,973 15.17 0.3926
2023-11-13 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,930,624 29,189 1.54 270,876 6.46 0.3808
2023-08-14 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,901,435 61,046 3.32 254,437 5.46 0.3482
2023-05-12 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,840,389 7,778 0.42 241,264 -6.56 0.3458
2023-02-13 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,832,611 -3,304 -0.18 258,203 18.37 0.3876
2022-11-14 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,835,915 20,275 1.12 218,127 -14.91 0.3572
2022-08-15 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,815,640 193,210 11.91 256,353 21.52 0.4012
2022-05-13 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,622,430 97,704 6.41 210,949 3.51 0.2878
2022-02-14 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,524,726 -30,587 -1.97 203,800 -5.68 0.2694
2021-11-15 2021-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,555,313 4,543 0.29 216,082 -4.95 0.3168
2021-08-13 2021-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,550,770 23,519 1.54 227,333 11.70 0.3402
2021-05-14 2021-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,527,251 124,917 8.91 203,524 15.29 0.3355
2021-02-12 2020-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,402,334 25,347 1.84 176,529 5.37 0.3150
2020-11-16 2020-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,376,987 49,010 3.69 167,539 4.47 0.3446
2020-08-14 2020-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,327,977 31,874 2.46 160,378 11.58 0.3688
2020-05-14 2020-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,296,103 -77,761 -5.66 143,740 -21.84 0.3970
2020-02-13 2019-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,373,864 137,481 11.12 183,899 2.32 0.3831
2019-11-19 2019-09-30 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 1,236,383 62,690 5.34 179,725 11.01 0.4585
2019-11-13 2019-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,215,207 41,514 176,645 99,018.3764
2019-08-14 2019-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,173,693 -9,687 -0.82 161,897 -3.15 0.4175
2019-05-14 2019-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,183,380 89,567 8.19 167,164 34.39 0.4724
2019-02-13 2018-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,093,813 -100,565 -8.42 124,387 -31.19 0.4022
2018-11-13 2018-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,194,378 35,503 3.06 180,769 11.69 0.5179
2018-08-14 2018-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,158,875 20,272 1.78 161,844 -7.46 0.4966
2018-05-11 2018-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,138,603 186,069 19.53 174,894 19.56 0.5520
2018-02-14 2017-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 952,534 136,637 16.75 146,282 23.60 0.4638
2017-11-13 2017-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 815,897 807,553 9,678.25 118,347 9,117.06 0.4108
2017-11-01 2017-06-30 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 8,344 -381,005 -97.86 1,284 -98.11 1.1550
2017-08-14 2017-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 783,802 394,453 120,596
2017-05-10 2017-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 389,349 -45,624 -10.49 67,772 -6.00 0.2624
2017-02-16 2016-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 434,973 32,039 7.95 72,096 12.56 0.3061
2016-11-15 2016-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 402,934 7,036 1.78 64,049 6.59 0.2880
2016-08-17 2016-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 395,898 -1,392 -0.35 60,090 -0.13 0.2780
2016-05-16 2016-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 397,290 22,991 6.14 60,166 16.74 0.3206
2016-03-21 2015-12-31 13F/A-2 INTERNATIONAL BUSINESS MACHS COM 459200101 374,299 -30,077 -7.44 51,540 -11.99 0.2684
2016-02-26 2015-12-31 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 274,579 -99,720 37,617 0.1967
2016-02-16 2015-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 271,718 36,956
2015-11-16 2015-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 404,376 8,396 2.12 58,563 -8.95 0.3290
2015-08-17 2015-06-30 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 395,980 84,728 27.22 64,317 28.79 0.3325
2015-08-17 2015-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 393,083 63,890
2015-05-14 2015-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 311,252 -1,937 -0.62 49,938 -0.57 0.2733
2015-02-13 2014-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 313,189 105,692 50.94 50,223 27.51 0.2790
2014-11-13 2014-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 207,497 4,308 2.12 39,388 6.94 0.3457
2014-08-14 2014-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 203,189 -4,955 -2.38 36,832 -8.07 0.3308
2014-05-15 2014-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 208,144 208,144 40,065 0.3834
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.