International Business Machines Corporation
BG ˙ BUL ˙ US4592001014
SecurityBG:IBM / International Business Machines Corporation
InstitutionRockefeller Capital Management L.P.
Latest Disclosed Ownership618,901 shares
Latest Disclosed Value $ 150,015,955
Rockefeller Capital Management L.P. reports 9.70% increase in ownership of IBM / International Business Machines Corporation

On May 14, 2026 - Rockefeller Capital Management L.P. filed a 13F-HR form disclosing ownership of 618,901 shares of International Business Machines Corporation (BG:IBM) valued at $150,015,955 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on March 16, 2026 disclosing 564,188 shares of International Business Machines Corporation. This represents a change in shares of 9.70% 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.

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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)
2026-05-14 2026-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 618,901 54,713 9.70 150,016 -10.23 0.1378
2026-03-16 2025-12-31 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 564,188 95,065 20.26 167,118 26.25 0.3009
2026-02-14 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 563,800 94,677 166,700 0.1522
2025-11-14 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 469,123 8,816 1.92 132,368 -2.45 0.2589
2025-08-14 2025-06-30 13F/A-1 INTERNATIONAL BUSINESS MACHS COM 459200101 460,307 42,588 10.20 135,690 30.63 0.2976
2025-08-08 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 460,307 42,588 135,690 0.1710
2025-05-14 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 417,719 -18,438 -4.23 103,870 8.34 0.2564
2025-02-13 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 436,157 -58 -0.01 95,875 -0.58 0.2483
2024-11-14 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 436,215 29,813 7.34 96,433 37.19 0.2596
2024-08-12 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 406,402 14,189 3.62 70,291 -6.15 0.1998
2024-05-14 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 392,213 -5,432 -1.37 74,897 15.16 0.2186
2024-02-14 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 397,645 20,448 5.42 65,035 22.89 0.2173
2023-11-14 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 377,197 30,691 8.86 52,921 14.37 0.2041
2023-08-14 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 346,506 24,119 7.48 46,272 110,071.43 0.1792
2023-05-16 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 322,387 -9,490 -2.86 42 -99.91 0.1817
2023-03-06 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 331,877 -3,809 -1.13 46,757 17.24 0.2350
2022-11-02 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 335,686 72,636 27.61 39,881 7.39 0.2061
2022-08-12 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 263,050 9,218 3.63 37,138 12.54 0.1973
2022-05-13 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 253,832 28,931 12.86 33,001 9.79 0.1592
2022-02-14 2021-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 224,901 -18,910 -7.76 30,059 -11.25 0.1403
2021-11-12 2021-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 243,811 19,650 8.77 33,871 3.09 0.1780
2021-08-10 2021-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 224,161 45,984 25.81 32,857 38.40 0.1851
2021-05-11 2021-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 178,177 1,349 0.76 23,741 6.67 0.1607
2021-02-12 2020-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 176,828 -20,878 -10.56 22,257 -7.47 0.1686
2020-11-13 2020-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 197,706 15,597 8.56 24,053 9.37 0.2253
2020-08-12 2020-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 182,109 26,687 17.17 21,993 27.56 0.2301
2020-05-12 2020-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 155,422 49,471 46.69 17,241 21.41 0.2262
2020-02-07 2019-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 105,951 16,554 18.52 14,201 9.24 0.1770
2019-11-12 2019-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 89,397 20,862 30.44 13,000 37.55 0.1764
2019-08-09 2019-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 68,535 848 1.25 9,451 -1.05 0.1318
2019-05-10 2019-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 67,687 -7,754 -10.28 9,551 11.38 0.1361
2019-02-12 2018-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 75,441 -319 -0.42 8,575 -25.15 0.1503
2018-11-02 2018-09-30 13F Int'l Business Machines Common 459200101 75,760 -410 -0.54 11,456 7.66 0.1739
2018-07-31 2018-06-30 13F Int'l Business Machines Common 459200101 76,170 -2,051 -2.62 10,641 -11.34 0.1733
2018-05-09 2018-03-31 13F Int'l Business Machines Common 459200101 78,221 78,221 12,002 0.1983
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.