Jefferies Financial Group Inc.
Position in IBM — International Business Machines Corp
CIK 96223
NEW YORK, NY
Position in IBM
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$49,712,022
+$47,577,051 QoQ
Shares Held
176,779
+1907.0% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#234
of 3,626 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Derivatives in IBM
reported options exposure · as of Sep 30, 2023CallValue
$7,660,380
CallShares
54,600
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Information Technology Services
Technology · as of Jun 30, 2026Jefferies Financial Group Inc. holds $105,638,966 across 20 Information Technology Services names. IBM ranks #1 (47.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
176,779 | $49,712,022 | |
| 2 | LDOS |
Leidos Holdings, Inc.
|
177,365 | $18,263,274 | |
| 3 | FIS |
Fidelity National Information Services, Inc.
|
187,545 | $7,291,749 | |
| 4 | IT |
Gartner Inc
|
53,796 | $6,973,037 | |
| 5 | CTSH |
Cognizant Technology Solutions Corp
|
121,167 | $4,692,797 | |
| 6 | ACN |
Accenture plc
|
34,914 | $4,344,698 | |
| 7 | EXLS |
ExlService Holdings, Inc.
|
147,118 | $3,804,471 | |
| 8 | APLD |
Applied Digital Corp.
|
41,192 | $1,536,461 |
All Filings in IBM
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,712,022 | 176,779 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $2,134,971 | 8,808 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $7,045,058 | 23,784 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $10,566,892 | 37,450 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $15,518,693 | 52,645 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $8,757,059 | 35,217 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $8,968,624 | 40,798 | Shares | Defined | 2025-02-27 | |
| 2024-09-30 | $5,878,738 | 26,591 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $10,989,415 | 63,541 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $3,067,963 | 16,066 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $2,641,005 | 16,148 | Shares | Defined | 2024-05-06 | |
| 2023-09-30 | $7,660,380 | 54,600 | Call | Defined | 2023-11-14 | |
| 2023-09-30 | $10,213,559 | 72,798 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $17,207,966 | 128,600 | Call | Defined | 2023-08-14 | |
| 2023-06-30 | $16,594,982 | 124,019 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $22,760,894 | 173,628 | Shares | Defined | 2023-05-15 | |
| 2023-03-31 | $8,297,997 | 63,300 | Put | Defined | 2023-05-15 | |
| 2023-03-31 | $23,543,764 | 179,600 | Call | Defined | 2023-05-15 | |
| 2022-12-31 | $71,867,989 | 510,100 | Put | Defined | 2023-09-21 | |
| 2022-12-31 | $33,433,197 | 237,300 | Call | Defined | 2023-09-21 | |
| 2022-12-31 | $18,973,374 | 134,668 | Shares | Defined | 2023-09-21 | |
| No filing history on record for this holder in this stock. | ||||||