International Business Machines Corporation
MX ˙ BMV ˙ US4592001014
SecurityMX:IBM / International Business Machines Corporation
InstitutionSchroder Investment Management Group
Latest Disclosed Ownership879,304 shares
Latest Disclosed Value $ 213,134,498
Schroder Investment Management Group reports 5.65% increase in ownership of IBM / International Business Machines Corporation

On May 14, 2026 - Schroder Investment Management Group filed a 13F-HR form disclosing ownership of 879,304 shares of International Business Machines Corporation (MX:IBM) valued at $213,134,498 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 832,317 shares of International Business Machines Corporation. This represents a change in shares of 5.65% 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 879,304 46,987 5.65 213,134 -13.55 0.0346
2026-02-13 2025-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 832,317 -220,608 -20.95 246,541 -17.02 0.1869
2025-11-13 2025-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,052,925 -183,228 -14.82 297,093 -18.47 0.2324
2025-08-13 2025-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,236,153 -166,414 -11.86 364,393 4.48 0.3080
2025-05-13 2025-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,402,567 215,976 18.20 348,762 33.70 0.3521
2025-02-12 2024-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,186,591 188,714 18.91 260,848 18.24 0.2499
2024-11-13 2024-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 997,877 165,121 19.83 220,611 53.17 0.2261
2024-08-12 2024-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 832,756 -80,751 -8.84 144,025 -17.44 0.1588
2024-05-14 2024-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 913,507 244,805 36.61 174,443 59.50 0.2052
2024-02-14 2023-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 668,702 -150,748 -18.40 109,366 -4.87 0.1418
2023-11-14 2023-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 819,450 63,253 8.36 114,969 13.62 0.1710
2023-08-11 2023-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 756,197 2,114 0.28 101,187 2.36 0.1452
2023-05-11 2023-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 754,083 6,618 0.89 98,853 -6.13 0.1470
2023-02-10 2022-12-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 747,465 -240,295 -24.33 105,310 -10.26 0.1672
2022-11-14 2022-09-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 987,760 -73,573 -6.93 117,356 -21.42 0.1942
2022-08-11 2022-06-30 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,061,333 -389,267 -26.83 149,340 -22.08 0.2275
2022-05-16 2022-03-31 13F INTERNATIONAL BUSINESS MACHS COM 459200101 1,450,600 -121,362 -7.72 191,667 -8.78 0.2532
2022-02-14 2021-12-31 13F International Business Machines COM 459200101 1,571,962 57,603 3.80 210,108 -0.13 0.2744
2021-11-12 2021-09-30 13F INTL BUSINESS MACHINES CORPORATION USD0.20 COM 459200101 1,514,359 -153,639 -9.21 210,389 -13.96 0.3235
2021-08-13 2021-06-30 13F INTL BUSINESS MACHINES CORPORATION USD0.20 COM 459200101 1,667,998 87,749 5.55 244,513 16.11 0.3063
2021-05-28 2021-03-31 13F/A-1 INTL BUSINESS MACHINES CORPORATION USD0.20 COM 459200101 1,580,249 459,518 41.00 210,583 149,249.65 0.2732
2021-05-17 2021-03-31 13F INTL BUSINESS MACHINES CORPORATION USD0.20 COM 459200101 1,580,249 459,518 210,583 0.2732
2021-02-24 2020-12-31 13F/A-1 INTL BUSINESS MACHINES CORPORATION USD0.20 COM 459200101 1,120,731 -47,038 -4.03 141 -99.90 0.1992
2021-02-16 2020-12-31 13F INTL BUSINESS MACHINES CORPORATION USD0.20 COM 459200101 1,120,731 -47,038 141 0.1970
2020-11-13 2020-09-30 13F INTL BUSINESS MACHINES CORPORATION USD0.20 COM 459200101 1,167,769 158,334 15.69 140,798 15.49 0.2251
2020-08-13 2020-06-30 13F INTL BUSINESS MACHINES CORPORATION USD0.20 COM 459200101 1,009,435 -577,157 -36.38 121,909 -33.08 0.2211
2020-05-15 2020-03-31 13F INTL BUSINESS MACHINES CORPORATION USD0.20 COM 459200101 1,586,592 -1,484,697 -48.34 182,173 -55.75 0.3897
2020-02-11 2019-12-31 13F INTL BUSINESS MACHINES CORPORATION USD0.20 COM 459200101 3,071,289 69,098 2.30 411,675 -4.27 0.6706
2019-11-12 2019-09-30 13F INTL BUSINESS MACHINES CORPORATION USD0.20 COM 459200101 3,002,191 180,664 6.40 430,034 10.52 0.7583
2019-11-14 2019-06-30 13F/A-2 INTL BUSINESS MACHINES CORPORATION USD0.20 COM 459200101 2,821,527 82,900 3.03 389,089 0.69 0.7075
2019-08-15 2019-06-30 13F/A-1 INTL BUSINESS MACHINES CORPORATION USD0.20 COM 459200101 2,821,527 0 389,089 0.4174
2019-08-08 2019-06-30 13F INTL BUSINESS MACHINES CORPORATION USD0.20 COM 459200101 2,821,527 82,900 389,089 417,434.7390
2019-11-15 2019-03-31 13F/A-1 INTL BUSINESS MACHINES CORPORATION USD0.20 COM 459200101 2,738,627 469,249 20.68 386,421 49.80 0.6880
2019-05-14 2019-03-31 13F INTL BUSINESS MACHINES CORPORATION USD0.20 COM 459200101 2,738,627 469,249 386,421 627,627.2545
2019-02-14 2018-12-31 13F INTL BUSINESS MACHINES CORPORATION USD0.20 COM 459200101 2,269,378 249,885 12.37 257,960 -15.52 0.4667
2018-11-13 2018-09-30 13F INTL BUSINESS MACHINES CORPORATION USD0.20 COM 459200101 2,019,493 165,384 8.92 305,368 17.61 0.5245
2018-08-23 2018-06-30 13F/A-2 INTL BUSINESS MACHINES CORPORATION USD0.20 COM 459200101 1,854,109 359,868 24.08 259,649 13.25 0.4546
2018-08-16 2018-06-30 13F/A-1 INTL BUSINESS MACHINES CORPORATION USD0.20 COM 459200101 1,854,109 0 259,649 0.4546
2018-08-13 2018-06-30 13F INTL BUSINESS MACHINES CORPORATION USD0.20 COM 459200101 1,854,109 359,868 259,649 459,765.6739
2018-05-11 2018-03-31 13F/A-1 INTL BUSINESS MACHINES CORPORATION USD0.20 COM 459200101 1,494,241 -1,282,538 -46.19 229,262 -46.18 0.3973
2018-05-11 2018-03-31 13F INTL BUSINESS MACHINES CORPORATION USD0.20 COM 459200101 1,494,241 -1,282,538 229,262 397,292.3358
2018-02-09 2017-12-31 13F INTL BUSINESS MACHINES CORPORATION USD0.20 COM 459200101 2,776,779 9,625 0.35 426,013 5.69 0.6972
2017-11-09 2017-09-30 13F INTL BUSINESS MACHINES CORPORATION USD0.20 COM 459200101 2,767,154 -25,136 -0.90 403,064 -6.35 0.7003
2017-08-10 2017-06-30 13F INTL BUSINESS MACHINES CORPORATION USD0.20 COM 459200101 2,792,290 362,026 14.90 430,376 1.86 0.7759
2017-05-18 2017-03-31 13F/A-1 INTL BUSINESS MACHINES CORPORATION USD0.20 COM 459200101 2,430,264 -94,247 -3.73 422,526 0.83 0.7594
2017-05-10 2017-03-31 13F INTL BUSINESS MACHINES CORPORATION USD0.20 COM 459200101 2,430,264 -94,247 422,526 759,487.8962
2017-02-10 2016-12-31 13F INTL BUSINESS MACHINES CORPORATION USD0.20 COM 459200101 2,524,511 47,932 1.94 419,044 6.52 0.8022
2016-11-09 2016-09-30 13F INTL BUSINESS MACHINES CORPORATION USD0.20 COM 459200101 2,476,579 103,424 4.36 393,405 9.22 0.7346
2016-08-08 2016-06-30 13F INTL BUSINESS MACHINES CORPORATION USD0.20 COM 459200101 2,373,155 376,507 18.86 360,198 21.56 0.7233
2016-05-10 2016-03-31 13F INTL BUSINESS MACHINES CORPORATION USD0.20 COM 459200101 1,996,648 74,153 3.86 296,323 12.00 0.6126
2016-02-10 2015-12-31 13F INTL BUSINESS MACHINES CORPORATION USD0.20 COM 459200101 1,922,495 -456,784 -19.20 264,573 -23.30 0.5458
2015-11-13 2015-09-30 13F INTL BUSINESS MACHINES CORPORATION USD0.20 COM 459200101 2,379,279 712,276 42.73 344,924 26.96 0.7294
2015-08-10 2015-06-30 13F INTL BUSINESS MACHINES CORPORATION USD0.20 COM 459200101 1,667,003 493,129 42.01 271,672 44.28 0.5339
2015-05-12 2015-03-31 13F INTL BUSINESS MACHINES CORPORATION USD0.20 COM 459200101 1,173,874 -5,156 -0.44 188,289 -0.46 0.3681
2015-02-18 2014-12-31 13F/A-1 INTL BUSINESS MACHINES CORPORATION USD0.20 COM 459200101 1,179,030 -289,472 189,163 0.3709
2015-02-25 2014-12-31 13F/A-2 INTL BUSINESS MACHINES CORPORATION USD0.20 COM 459200101 1,179,030 -289,472 -19.71 189,163 -32.14 0.3713
2015-02-17 2014-12-31 13F INTL BUSINESS MACHINES CORPORATION USD0.20 COM 459200101 1,179,030 -289,472 189,163 274,671.9004
2014-11-13 2014-09-30 13F Intl.BusinessMachComStkUSD0.20 COM 459200101 1,468,502 183,197 14.25 278,766 19.65 0.3721
2014-08-13 2014-06-30 13F Intl BusinessMachComStkUSD0 20 COM 459200101 1,285,305 -178,908 -12.22 232,987 -17.34 0.2894
2014-05-15 2014-03-31 13F Intl.BusinessMachComStkUSD0.20 COM 459200101 1,464,213 -517,275 -26.11 281,846 -24.17 0.3177
2014-02-14 2013-12-31 13F Intl.BusinessMachComStkUSD0.20 COM 459200101 1,981,488 718,671 56.91 371,668 58.94 0.4644
2013-12-09 2013-09-30 13F/A-1 Intl.BusinessMachComStkUSD0.20 COM 459200101 233,848,452 232,736,429 43,304,056 1.3047
2013-12-10 2013-09-30 13F/A-2 Intl.BusinessMachComStkUSD0.20 COM 459200101 1,262,817 150,794 13.56 233,848 10.04 0.5677
2013-11-08 2013-09-30 13F Intl.BusinessMachComStkUSD0.20 COM 459200101 1,237,876 125,853 229,230 565.6564
2013-08-12 2013-06-30 13F Intl.BusinessMachComStkUSD0.20 COM 459200101 1,112,023 1,112,023 212,519 0.5622
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.