← Every company

Who Owns International Business Machines Corp

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in International Business Machines Corp.

Who crossed 5% of IBM →
Managers holding
176
as of 2026-09-30
Reported value
$549.7M
summed across filings
Shares held
2.5M
Added vs trimmed
80 / 72
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
Mn Services Vermogensbeheer B.V.COM278.2K shadded$61.2M
Hamlin Capital Management, LLCCOM241.3K shadded$53.1M
FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM149.9K shadded$33M
CapWealth Advisors, LLCStock129.8K shadded$28.5M
Douglas Lane & Associates, LLCCOMMON129.8K shtrimmed$28.5M
Oak Grove Capital LLCCOM105.8K shadded$23.3M
Gradient Investments LLCCOM82.7K shadded$18.2M
Sound Income Strategies, LLCCOM69.9K shadded$15.8M
NEVILLE RODIE & SHAW INCCOM69.4K shtrimmed$15.3M
Farther Finance Advisors, LLCStock67.8K shadded$14.9M
JACOBS & CO/CACOM65.4K shadded$14.4M
AVITY INVESTMENT MANAGEMENT INC.COM53.2K shadded$11.7M
CONGRESS ASSET MANAGEMENT COCOM50.7K shtrimmed$11.1M
CoreCap Advisors, LLCStock41.3K shadded$9.1M
Stokes Capital Advisors, LLCCOM33.9K shtrimmed$7.4M
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIStock33K shtrimmed$7.3M
EASTERN BANKCOM32.7K shadded$7.2M
KWMG, LLCCOM31.8K shadded$7M
BONNESS ENTERPRISES INCCOM29.6K shheld$6.5M
CANANDAIGUA NATIONAL BANK & TRUST COCom29.5K shadded$6.5M
HALL LAURIE J TRUSTEEEquities26.4K shtrimmed$5.8M
TOTH FINANCIAL ADVISORY CORPCOM26K shtrimmed$5.7M
GAMMA Investing LLCCommon Stock25.9K shtrimmed$5.7M
Iowa State BankCom22.5K shtrimmed$5M
Bill Few Associates, Inc.COM21.8K shadded$4.8M
VALLEY WEALTH MANAGERS, INC.Stock20.6K shadded$4.5M
Green Alpha Advisors, LLCCOM20.2K shadded$4.4M
MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock20.2K shtrimmed$4.4M
Apella Capital, LLCCOM17.7K shadded$3.9M
MFG WEALTH MANAGEMENT, INC.COM16.6K shadded$3.7M
Valeo Financial Advisors, LLCStock16.2K shadded$3.6M
ALKEME WEALTH, LLCCOM15K shtrimmed$3.3M
Bangor Savings BankCOM13.8K shtrimmed$3M
Wedmont Private CapitalCOM13.1K shadded$3M
Exchange BankCOMMON STOCK11.5K shadded$2.5M
Venture Visionary Partners LLCCOM11.4K shtrimmed$2.5M
PARK NATIONAL CORP /OH/Com11.4K shtrimmed$2.5M
Koenig Investment Advisory, LLCStock10.2K shtrimmed$2.2M
Bank of New HampshireCOM10.1K shtrimmed$2.2M
Avidian Wealth Enterprises, LLCCOM10K shtrimmed$2.2M
Kessler Investment Group, LLCCOM9.4K shheld$2.1M
TILIA FIDUCIARY PARTNERS, INC.Stock9.4K shadded$2.1M
TOMPKINS FINANCIAL CORPCOM9.2K shadded$2M
Grove Bank & TrustCOM9K shtrimmed$2M
SACKS & ASSOCIATES, LLCCOM8.8K shtrimmed$1.9M
Cooper Financial GroupCOM8.8K shtrimmed$1.9M
Investment Partners Asset Management, Inc.COM8.7K shtrimmed$1.9M
Castle Rock Wealth Management, LLCCOM8.5K shtrimmed$1.9M
MOODY NATIONAL BANK TRUST DIVISIONCOM8.3K shadded$1.8M
Keystone Financial Planning, Inc.COM8.3K shtrimmed$1.8M
Red Spruce Capital, LLCCOM8.2K shadded$1.8M
RTD Financial Advisors, Inc.COM8.2K shadded$1.8M
ROCKLAND TRUST COCOM7.7K shtrimmed$1.7M
Shulman DeMeo Asset Management LLCCOM7.3K shtrimmed$1.6M
Everhart Financial Group, Inc.COM7.1K shtrimmed$1.6M
Byrne Asset Management LLCCOM6.6K shtrimmed$1.5M
Atlas Brown,Inc.Stock6.7K shadded$1.5M
S.E.E.D. Planning Group LLCCOM6.5K shtrimmed$1.4M
Whalen Wealth Management Inc.COM6.5K shadded$1.4M
LAWOOD & COCommon Stock6.4K shtrimmed$1.4M
AMERICAN NATIONAL BANK & TRUSTCOM6.4K shtrimmed$1.4M
DIVERSIFIED MANAGEMENT INCCOM6.2K shadded$1.4M
Mirador Capital Partners LPCOM5.8K shtrimmed$1.3M
ANB BANKCom5.8K shadded$1.3M
M.E. ALLISON & CO., INC.COM5.7K shadded$1.2M
Matrix Trust CoCOM5.5K shadded$1.2M
SAPIENT CAPITAL LLCCOM5.4K shtrimmed$1.2M
WoodTrust Financial CorpCOMMON5.3K shtrimmed$1.2M
Post Resch Tallon Group Inc.COM5.1K shadded$1.1M
Ridgewood Investments LLCCOM5.1K shadded$1.1M
Allen Mooney & Barnes Investment Advisors LLCStock5.1K shtrimmed$1.1M
Olistico Wealth, LLCStock5K shadded$1.1M
Persium Advisors, LLCCOM5K shadded$1.1M
YHB Investment Advisors, Inc.COM5K shadded$1.1M
ARMSTRONG ADVISORY GROUP, INCCOM4.7K shadded$1M
Paragon Capital Management LtdCOM4.7K shtrimmed$1M
TrueWealth Advisors, LLCCOM4.5K shadded$1M
Bath Savings Trust CoCommon Stock4.3K shtrimmed$935.5K
Legacy Private Trust Co.COM4.1K shheld$911.6K
Breakwater Capital GroupCOM4K shtrimmed$872.2K
ATWOOD & PALMER INCCOM4K shtrimmed$872K
FINANCIAL MANAGEMENT NETWORK INCCOM3.8K shtrimmed$837.9K
Legacy Wealth Asset Management, LLCCOM3.8K shtrimmed$830.5K
Greenfield Savings BankCOM3.7K shtrimmed$818.1K
Quintet Private Bank (Europe) S.A.COM3.4K shadded$756.3K
DLK Investment Management, LLCCOM3.4K shadded$748K
Sunburst Financial Group, LLCCOM3.3K shtrimmed$735.7K
Decker Wealth Management LLCCOM3.2K shadded$709.1K
Montz Harcus Wealth Management LLCCOM3.1K shtrimmed$672.6K
Castleview Partners, LLCCOM3.1K shadded$671.5K
Bullock Wealth Management GroupStock2.9K shadded$665.2K
CenterStar Asset Management, LLCCOM3K shtrimmed$659.8K
TITLEIST ASSET MANAGEMENT, LLCCOM3K shtrimmed$659K
Balefire, LLCCOM2.9K shtrimmed$647.5K
PROFESSIONAL ADVISORY SERVICES INCCOM2.9K shheld$645K
Graves Light Lenhart Wealth, Inc.COM2.9K shtrimmed$634K
Plan A Wealth LLCCOM2.8K shadded$620.3K
CHAPIN DAVIS, INC.COM2.8K shadded$617.5K
Weaver Consulting GroupCOM2.8K shadded$615.1K
CENTRAL BANK & TRUST COEquities2.7K shtrimmed$597.8K
DAVIDSON TRUST COEquities2.7K shtrimmed$595.4K
Capital Advisors Wealth Management, LLCCOM2.7K shtrimmed$593.7K
Baron Financial Group, LLCCOM2.7K shadded$586K
Acropolis Investment Management, LLCCOM2.6K shtrimmed$574K
First Heartland Consultants, Inc.COM2.6K shadded$568.5K
Fenimore Asset Management IncCOM2.6K shheld$565.9K
Emergent Wealth Advisors, LLCCOM2.5K shtrimmed$554.4K
KFA Private Wealth Group, LLCCOM2.5K shtrimmed$541.3K
MAGNOLIA CAPITAL MANAGEMENT LTDCOM2.5K shheld$540K
Hamilton Capital, LLCCOM2.4K shtrimmed$529.8K
Vann Equity Management LLCCOM2.4K shtrimmed$529.2K
Dorato Capital ManagementCOM2.4K shadded$519.1K
ARMSTRONG HENRY H ASSOCIATES INCCOM2.2K shheld$492.2K
Rosenberg Matthew HamiltonStock2.2K shadded$487.1K
Financial Symmetry IncCOM2.2K shadded$484.8K
Roth Financial Partners LLCCOM2.2K shtrimmed$478.3K
RIVERSEDGE ADVISORS, LLCCOM2.2K shadded$477.8K
Cambridge Financial Group, LLCCOM1.7K shheld$474.7K
Galvin, Gaustad & Stein, LLCCOM2.2K shtrimmed$473.1K
Friday FinancialCOM2.1K shadded$471.5K
Freestate Advisors LLCCOM2.1K shadded$466.9K
Worth Asset Management, LLCStock2.1K shadded$464.4K
Wealth Enhancement Trust Services, Inc.COM2.1K shadded$459.4K
BAKER TILLY WEALTH MANAGEMENT, LLCCOM2K shadded$436.5K
BOS Asset Management, LLCCOM1.9K shtrimmed$417.2K
Green Ridge Wealth Planning LLCCOM1.9K shtrimmed$409.4K
Nautilus Advisors LLCCOM1.8K shtrimmed$404.6K
SILVIA MCCOLL WEALTH MANAGEMENT, LLCCOM1.8K shheld$398.3K
Hummer Financial Advisory Services IncCOM1.8K shtrimmed$385.3K
STABLEFORD CAPITAL II LLCCOM1.7K shheld$371.7K
MRA Advisory GroupCOM1.7K shadded$365.1K
Successful Portfolios LLCCOM1.4K shadded$307.4K
NORTH POINT PORTFOLIO MANAGERS CORP/OHCOM1.4K shadded$304.8K
Intelligence Driven Advisers, LLCCOM1.3K shadded$296.2K
RVW Wealth, LLCCOM1.3K shadded$290.5K
Veracity Capital LLCCOM1.3K shadded$288K
Monument Capital ManagementCOM1.3K shadded$285.7K
New Covenant Trust Company, N.A.COM1.3K shadded$282.6K
Canandaigua National Trust Co of FloridaCom1.3K shadded$279.1K
Lincoln Capital LLCCOM1.2K shtrimmed$268.8K
Dominguez Wealth Management Solutions, Inc.COM1.2K shadded$264.8K
Factor Wealth Management LTDCOM1.2K shtrimmed$263.5K
Biltmore Wealth Management, LLCCOM1.2K shadded$263.1K
SEARCY FINANCIAL SERVICES INC /ADVCOM1.1K shheld$252.5K
CYPRESS FINANCIAL PLANNING LLCCOM1.1K shadded$251.1K
Veery Capital, LLCCOM1.1K shheld$244.3K
ARGUS INVESTORS' COUNSEL, INC.COM1.1K shtrimmed$238.6K
Heartwood Wealth Advisors LLCStock1.1K shadded$236.4K
Cadent Capital Advisors, LLCCOM1.1K shtrimmed$233.5K
COLTON GROOME FINANCIAL ADVISORS, LLCCOM1K shadded$225.7K
Gerald Baker Financial Group LLCCOM1K shadded$223.9K
Echo45 Advisors LLCCOM1K sh—$223.6K
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCCOM986 shtrimmed$217.1K
Hardin Capital Partners, LLCCOM940 shadded$206.8K
GoalFusion Wealth Management, LLCCOM940 shadded$206.7K
Kaizen Financial StrategiesCOM933 sh—$205.1K
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLCCOM932 shtrimmed$204.9K
Marquette Asset Management, LLCCOM815 shtrimmed$179.2K
Central Pacific Bank - Trust DivisionCOM645 shtrimmed$141.9K
ELEVATION WEALTH PARTNERS, LLCCOM608 shtrimmed$133.6K
Trust CoStock528 shheld$116.1K
FIRST COMMUNITY TRUST NACOM483 shheld$106.2K
General Partner, Inc.CL449 shheld$98.7K
Bank & Trust CoCOM296 shheld$65.1K
Investors Research CorpCOM247 shheld$54.3K
MJT & Associates Financial Advisory Group, Inc.Stock242 shadded$53.2K
STEPH & COCOM207 shheld$45.5K
Apella Capital, LLCCOM200 shtrimmed$44.1K
Davis Capital ManagementStock191 shadded$42K
Horrell Capital Management, Inc.COM139 shheld$30.6K
Retirement Wealth Solutions LLCCOM101 shadded$22.3K
Venture Visionary Partners LLCCOM100 shtrimmed$22K
GK Wealth Management LLCCOM76 sh—$16.8K
Horizons Wealth ManagementStock35 shheld$7.7K
Pacifica Partners Inc.COM23 shheld$5.2K
GILPIN WEALTH MANAGEMENT, LLCCOM15 shadded$3.3K

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

More on IBM

Follow International Business Machines Corp (IBM) by email

New trades in International Business Machines Corp (IBM) by members of Congress, insiders and funds, with the rest of the week's filings. One email a week, free.

Unsubscribe with one click from any email.

Related datasets