CAPTRUST FINANCIAL ADVISORS
Position in IBM — International Business Machines Corp
CIK 1512024
RALEIGH, NC
Position in IBM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$136,888,782
-$12,816,936 QoQ
Shares Held
564,746
+11.7% QoQ
Ownership
0.060%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 68.57064946011127.ToString("F0")%
Shared 0.ToString("F0")%
None 31.429350539888727.ToString("F0")%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Mar 31, 2026CAPTRUST FINANCIAL ADVISORS holds $328,145,381 across 31 Information Technology Services names. IBM ranks #1 (41.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
564,746 | $136,888,782 | |
| 2 | BR |
Broadridge Financial Solutions, Inc.
|
387,642 | $62,984,072 | |
| 3 | CACI |
Caci International Inc /De/
|
56,940 | $30,967,957 | |
| 4 | ACN |
Accenture plc
|
94,110 | $18,661,071 | |
| 5 | CTSH |
Cognizant Technology Solutions Corp
|
261,810 | $16,062,043 | |
| 6 | JKHY |
Jack Henry & Associates Inc
|
101,165 | $15,988,116 | |
| 7 | INOD |
Innodata Inc
|
246,594 | $9,523,460 | |
| 8 | BBAI |
BigBear.ai Holdings, Inc.
|
1,955,555 | $6,883,553 |
All Filings in IBM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $136,888,782 | 564,746 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $149,705,718 | 505,404 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $160,201,983 | 567,770 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $167,604,538 | 568,575 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $132,334,116 | 532,189 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $111,599,337 | 507,662 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $104,872,614 | 474,365 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $77,353,789 | 447,261 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $69,913,320 | 366,115 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $54,265,235 | 331,796 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $23,713,506 | 169,020 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $22,732,579 | 169,887 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $23,013,767 | 175,557 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $24,436,102 | 173,441 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $20,134,968 | 169,472 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $20,188,052 | 142,985 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $16,299,567 | 125,362 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $16,825,922 | 125,886 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $12,770,273 | 96,147 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $12,189,112 | 86,976 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $11,649,292 | 91,439 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $10,832,783 | 90,015 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $14,890,149 | 128,011 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $14,518,263 | 125,744 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $11,963,044 | 112,804 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||