This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/IBM/capital-change-brief"
Use Arkolith's capital_change_brief for IBM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $18.8B | 77.6M | ▼−0.4% Reduced · −308K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $14.7B | 60.8M | ▲New +60.8M sh | Q1 2026 | |
| 3 | STATE STREET CORP | $13.2B | 54.6M | ▼−0.7% Reduced · −402K sh | Q1 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $6.7B | 27.7M | ▲New +27.7M sh | Q1 2026 | |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | $5.6B | 23.1M | ▲+2.1% Added · +471K sh | Q1 2026 | |
| 6 | MORGAN STANLEY | $4.8B | 19.6M | ▲+32% Added · +4.8M sh | Q1 2026 | |
| 7 | JPMORGAN CHASE & CO | $4.4B | 18.5M | ▲+22% Added · +3.3M sh | Q1 2026 | |
| 8 | BANK OF AMERICA CORP /DE/ | $3.9B | 16.1M | ▲+7.0% Added · +1.0M sh | Q1 2026 | |
| 9 | NORTHERN TRUST CORP | $2.5B | 10.3M | ▲+1.7% Added · +173K sh | Q1 2026 | |
| 10 | NORGES BANK | $2.4B | 8.3M | ▲+21% Added · +1.4M sh | Q4 2025 | |
| 11 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $1.8B | 7.6M | ▲+4.2% Added · +302K sh | Q1 2026 | |
| 12 | Bank of New York Mellon Corp | $1.7B | 7.2M | ▼−0.3% Reduced · −22K sh | Q1 2026 | |
| 13 | GOLDMAN SACHS GROUP INC | $1.7B | 7.0M | ▲+6.3% Added · +412K sh | Q1 2026 | |
| 14 | Legal & General Group Plc | $1.7B | 6.9M | ▼−2.6% Reduced · −187K sh | Q1 2026 | |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.6B | 6.7M | ▲+2.4% Added · +157K sh | Q1 2026 | |
| 16 | VANGUARD FIDUCIARY TRUST CO | $1.3B | 5.3M | ▲New +5.3M sh | Q1 2026 | |
| 17 | FMR LLC | $1.3B | 5.2M | ▼−21% Reduced · −1.4M sh | Q1 2026 | |
| 18 | DIMENSIONAL FUND ADVISORS LP | $1.2B | 5.1M | ▲+2.0% Added · +101K sh | Q1 2026 | |
| 19 | PRICE T ROWE ASSOCIATES INC /MD/ | $1.2B | 4.9M | ▼−13% Reduced · −747K sh | Q1 2026 | |
| 20 | AMERIPRISE FINANCIAL INC | $1.2B | 4.8M | ▼−14% Reduced · −796K sh | Q1 2026 | |
| 21 | Amundi | $1.2B | 4.8M | ▲+5.7% Added · +259K sh | Q1 2026 | |
| 22 | WELLS FARGO & COMPANY/MN | $1.1B | 4.5M | ▼−4.0% Reduced · −189K sh | Q1 2026 | |
| 23 | UBS Group AG | $954.3M | 3.9M | ▲+5.5% Added · +205K sh | Q1 2026 | |
| 24 | ROYAL BANK OF CANADA | $952.5M | 3.9M | ▼−6.9% Reduced · −292K sh | Q1 2026 | |
| 25 | DEUTSCHE BANK AG\ | $863.7M | 3.6M | ▼−9.1% Reduced · −356K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 1, 2026 | Robinson Anne | Senior Vice President | Option exercise (M) | 1K | $0 |
| Jul 1, 2026 | Robinson Anne | Senior Vice President | Option exercise (M) | 6K | $0 |
| Jul 1, 2026 | Robinson Anne | Senior Vice President | Tax withholding (F) | 781 | $224K |
| Jul 1, 2026 | Robinson Anne | Senior Vice President | Option exercise (M) | 1K | $0 |
| Jul 1, 2026 | Robinson Anne | Senior Vice President | Tax withholding (F) | 3K | $933K |
| Jul 1, 2026 | Robinson Anne | Senior Vice President | Option exercise (M) | 6K | $0 |
| Jun 30, 2026 | Pollack Martha E | Director | Grant (A) | 209 | $59K |
| Jun 30, 2026 | MCNABB FREDERICK WILLIAM III | Director | Grant (A) | 325 | $91K |
| Jun 30, 2026 | Laguarta Ramon | Director | Grant (A) | 325 | $91K |
| Jun 30, 2026 | VOSER PETER R. | Director | Grant (A) | 356 | $100K |
| Jun 30, 2026 | LIVERIS ANDREW N | Director | Grant (A) | 347 | $98K |
| Jun 30, 2026 | ZOLLAR ALFRED W | Director | Grant (A) | 325 | $91K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 664 funds | $340.3B |
| APPLE INCAAPL | 660 funds | $353.0B |
| AMAZON.COM INCAMZN | 655 funds | $254.2B |
| NVIDIA CORPNVDA | 653 funds | $447.9B |
| ALPHABET INC-CL AGOOGL | 653 funds | $223.4B |
| JPMORGAN CHASE & COJPM | 646 funds | $92.3B |
| META PLATFORMS INC-CLASS AMETA | 645 funds | $141.1B |
| JOHNSON & JOHNSONJNJ | 640 funds | $66.5B |
| ALPHABET INC-CL CGOOG | 637 funds | $147.7B |
| VISA INC-CLASS A SHARESV | 636 funds | $77.4B |
| BROADCOM INCAVGO | 633 funds | $177.7B |
| HOME DEPOT INCHD | 633 funds | $38.7B |
Ranked by how many of IBM's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for IBM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.