# INTERNATIONAL BUSINESS MACHS (IBM)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/IBM/

- Reporting holders: 186
- Reported value: $477.5M
- Held through calls: 0.1%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Hamlin Capital Management, LLC](https://holderbook.com/funds/1277403-hamlin-capital-management-llc/) | $53.1M | 241,311 | 1.3% | 2 |
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $33.0M | 149,905 | 0.4% | 32 |
| [CapWealth Advisors, LLC](https://holderbook.com/funds/1531809-capwealth-advisors-llc/) | $28.5M | 129,803 | 2.2% | 32 |
| [Douglas Lane & Associates, LLC](https://holderbook.com/funds/1672594-douglas-lane-associates-llc/) | $28.5M | 129,781 | 0.4% | 32 |
| [Oak Grove Capital LLC](https://holderbook.com/funds/1661762-oak-grove-capital-llc/) | $23.3M | 105,800 | 1.1% | 14 |
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $18.2M | 82,749 | 0.3% | 32 |
| [Sound Income Strategies, LLC](https://holderbook.com/funds/1730960-sound-income-strategies-llc/) | $15.8M | 69,881 | 0.7% | 32 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $14.9M | 67,827 | 0.1% | 16 |
| [AVITY INVESTMENT MANAGEMENT INC.](https://holderbook.com/funds/926834-avity-investment-management-inc/) | $11.7M | 53,216 | 0.7% | 32 |
| [CONGRESS ASSET MANAGEMENT CO](https://holderbook.com/funds/897378-congress-asset-management-co/) | $11.1M | 50,676 | 0.1% | 9 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $9.1M | 41,308 | 0.3% | 9 |
| [FIRST FINANCIAL BANK - TRUST DIVISION](https://holderbook.com/funds/1315339-first-financial-bank-trust-division/) | $8.2M | 37,309 | 0.6% | 32 |
| [Stokes Capital Advisors, LLC](https://holderbook.com/funds/1734460-stokes-capital-advisors-llc/) | $7.4M | 33,863 | 1.6% | 5 |
| [SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI](https://holderbook.com/funds/1033974-schaper-benz-wise-investment-counsel-inc-wi/) | $7.3M | 32,969 | 0.5% | 32 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $7.2M | 32,749 | 0.1% | 32 |
| [KWMG, LLC](https://holderbook.com/funds/1633024-kwmg-llc/) | $7.0M | 31,786 | 0.5% | 32 |
| [BONNESS ENTERPRISES INC](https://holderbook.com/funds/1105471-bonness-enterprises-inc/) | $6.5M | 29,564 | 2.1% | 32 |
| [CANANDAIGUA NATIONAL BANK & TRUST CO](https://holderbook.com/funds/1074266-canandaigua-national-bank-trust-co/) | $6.5M | 29,539 | 0.6% | 20 |
| [HALL LAURIE J TRUSTEE](https://holderbook.com/funds/1388382-hall-laurie-j-trustee/) | $5.8M | 26,426 | 1.9% | 30 |
| [TOTH FINANCIAL ADVISORY CORP](https://holderbook.com/funds/866780-toth-financial-advisory-corp/) | $5.7M | 26,049 | 0.6% | 32 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $5.7M | 25,910 | 0.2% | 12 |
| [Iowa State Bank](https://holderbook.com/funds/1546967-iowa-state-bank/) | $5.0M | 22,535 | 0.8% | 23 |
| [Bill Few Associates, Inc.](https://holderbook.com/funds/1914644-bill-few-associates-inc/) | $4.8M | 21,821 | 1.0% | 20 |
| [VALLEY WEALTH MANAGERS, INC.](https://holderbook.com/funds/924166-valley-wealth-managers-inc/) | $4.5M | 20,565 | 0.3% | 32 |
| [Green Alpha Advisors, LLC](https://holderbook.com/funds/1439207-green-alpha-advisors-llc/) | $4.4M | 20,232 | 3.0% | 24 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 186 | $477.5M |
| Q2 2026 | 3,656 | $210.3B |
| Q1 2026 | 3,489 | $152.7B |
| Q4 2025 | 3,716 | $187.6B |
| Q3 2025 | 3,448 | $178.1B |
| Q2 2025 | 3,437 | $184.1B |
| Q1 2025 | 3,287 | $152.6B |
| Q4 2024 | 3,166 | $139.8B |
| Q3 2024 | 2,962 | $139.6B |
| Q2 2024 | 2,786 | $105.6B |
| Q1 2024 | 2,831 | $117.8B |
| Q4 2023 | 2,707 | $97.4B |