INTERNATIONAL BUSINESS MACHS (IBM)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
186
Reporting holders
$477.5M
Reported value
0.1%
Calls
0.0%
Puts
-3,470
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Hamlin Capital Management, LLC | $53.1M | 241,311 | 1.31% | 2q | +24.5%+$10.5M |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $33.0M | 149,905 | 0.39% | 32q | +0.6%+$198.4K |
| CapWealth Advisors, LLC | $28.5M | 129,803 | 2.16% | 32q | +4.4%+$1.2M |
| Douglas Lane & Associates, LLC | $28.5M | 129,781 | 0.38% | 32q | -1.5%-$441.6K |
| Oak Grove Capital LLC | $23.3M | 105,800 | 1.05% | 14q | +1.0%+$237.5K |
| Gradient Investments LLC | $18.2M | 82,749 | 0.26% | 32q | +61.8%+$6.9M |
| Sound Income Strategies, LLC | $15.8M | 69,881 | 0.71% | 32q | +6.9%+$1.0M |
| Farther Finance Advisors, LLC | $14.9M | 67,827 | 0.11% | 16q | +5.6%+$786.5K |
| AVITY INVESTMENT MANAGEMENT INC. | $11.7M | 53,216 | 0.73% | 32q | +1.8%+$207.8K |
| CONGRESS ASSET MANAGEMENT CO | $11.1M | 50,676 | 0.07% | 9q | -18.2%-$2.5M |
| CoreCap Advisors, LLC | $9.1M | 41,308 | 0.26% | 9q | +7.6%+$641.3K |
| FIRST FINANCIAL BANK - TRUST DIVISION | $8.2M | 37,309 | 0.59% | 32q | -18.7%-$1.9M |
| Stokes Capital Advisors, LLC | $7.4M | 33,863 | 1.64% | 5q | -0.9%-$69.1K |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | $7.3M | 32,969 | 0.48% | 32q | -0.6%-$41.8K |
| EASTERN BANK | $7.2M | 32,749 | 0.11% | 32q | +0.5%+$37.4K |
| KWMG, LLC | $7.0M | 31,786 | 0.50% | 32q | +3.3%+$225.2K |
| BONNESS ENTERPRISES INC | $6.5M | 29,564 | 2.11% | 32q | HELD |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $6.5M | 29,539 | 0.56% | 20q | HELD |
| HALL LAURIE J TRUSTEE | $5.8M | 26,426 | 1.85% | 30q | HELD |
| TOTH FINANCIAL ADVISORY CORP | $5.7M | 26,049 | 0.57% | 32q | -4.6%-$277.3K |
| GAMMA Investing LLC | $5.7M | 25,910 | 0.19% | 12q | -9.9%-$625.9K |
| Iowa State Bank | $5.0M | 22,535 | 0.84% | 23q | -10.5%-$581.7K |
| Bill Few Associates, Inc. | $4.8M | 21,821 | 0.99% | 20q | +10.1%+$441.2K |
| VALLEY WEALTH MANAGERS, INC. | $4.5M | 20,565 | 0.26% | 32q | +7.2%+$304.6K |
| Green Alpha Advisors, LLC | $4.4M | 20,232 | 3.01% | 24q | +1.5%+$66.6K |
| MassMutual Private Wealth & Trust, FSB | $4.4M | 20,188 | 0.12% | 32q | -3.7%-$171.5K |
| TILIA FIDUCIARY PARTNERS, INC. | $4.1M | 18,772 | 0.95% | 7q | +109.9%+$2.2M |
| Apella Capital, LLC | $3.9M | 17,689 | 0.05% | 26q | +19.6%+$647.6K |
| MFG WEALTH MANAGEMENT, INC. | $3.7M | 16,622 | 2.65% | 4q | +9.5%+$316.7K |
| Valeo Financial Advisors, LLC | $3.6M | 16,155 | 0.07% | 32q | +3.3%+$112.6K |
| ALKEME WEALTH, LLC | $3.3M | 15,005 | 1.24% | 32q | -1.4%-$46.0K |
| Bangor Savings Bank | $3.0M | 13,820 | 0.23% | 32q | -0.6%-$19.4K |
| Wedmont Private Capital | $3.0M | 13,128 | 0.07% | 20q | +6.3%+$176.5K |
| CACTI ASSET MANAGEMENT LLC | $2.9M | 13,350 | 0.16% | 32q | -1.8%-$55.0K |
| Venture Visionary Partners LLC | $2.5M | 11,399 | 0.07% | 27q | -5.0%-$132.9K |
| Exchange Bank | $2.5M | 11,496 | 1.56% | 14q | HELD |
| PARK NATIONAL CORP /OH/ | $2.5M | 11,391 | 0.07% | 32q | -2.2%-$57.2K |
| Koenig Investment Advisory, LLC | $2.2M | 10,154 | 1.64% | 4q | -2.2%-$50.1K |
| Bank of New Hampshire | $2.2M | 10,120 | 0.48% | 22q | -4.3%-$99.4K |
| Avidian Wealth Enterprises, LLC | $2.2M | 10,015 | 0.06% | 31q | -5.3%-$124.0K |
| Kessler Investment Group, LLC | $2.1M | 9,449 | 1.00% | 15q | HELD |
| TOMPKINS FINANCIAL CORP | $2.0M | 9,171 | 0.14% | 31q | +7.0%+$131.3K |
| Grove Bank & Trust | $2.0M | 9,047 | 0.20% | 32q | -0.8%-$15.4K |
| SACKS & ASSOCIATES, LLC | $1.9M | 8,777 | 1.35% | 4q | -9.7%-$206.7K |
| Cooper Financial Group | $1.9M | 8,771 | 0.15% | 27q | -3.1%-$61.8K |
| Investment Partners Asset Management, Inc. | $1.9M | 8,668 | 1.03% | 12q | HELD |
| Castle Rock Wealth Management, LLC | $1.9M | 8,511 | 0.35% | 18q | -53.3%-$2.1M |
| MOODY NATIONAL BANK TRUST DIVISION | $1.8M | 8,338 | 0.15% | 32q | +7.6%+$129.3K |
| Keystone Financial Planning, Inc. | $1.8M | 8,326 | 0.45% | 32q | -2.3%-$42.4K |
| Red Spruce Capital, LLC | $1.8M | 8,238 | 0.64% | 28q | HELD |
| RTD Financial Advisors, Inc. | $1.8M | 8,233 | 0.20% | 7q | +24.1%+$351.9K |
| Roxbury Financial LLC | $1.8M | 7,998 | 1.35% | 8q | -1.1%-$19.6K |
| Montecito Bank & Trust | $1.8M | 7,983 | 0.27% | 31q | -15.9%-$331.7K |
| ROCKLAND TRUST CO | $1.7M | 7,694 | 0.06% | 32q | -5.6%-$100.3K |
| Shulman DeMeo Asset Management LLC | $1.6M | 7,320 | 0.32% | 21q | -7.1%-$124.5K |
| Everhart Financial Group, Inc. | $1.6M | 7,063 | 0.10% | 19q | -6.8%-$114.1K |
| Byrne Asset Management LLC | $1.5M | 6,594 | 0.83% | 20q | -5.5%-$87.3K |
| Atlas Brown,Inc. | $1.5M | 6,707 | 0.39% | 32q | +0.7%+$9.9K |
| S.E.E.D. Planning Group LLC | $1.4M | 6,515 | 0.35% | 28q | -3.0%-$44.4K |
| Whalen Wealth Management Inc. | $1.4M | 6,498 | 0.61% | 4q | +0.6%+$8.6K |
| LAWOOD & CO | $1.4M | 6,449 | 0.98% | 4q | -3.7%-$54.3K |
| AMERICAN NATIONAL BANK & TRUST | $1.4M | 6,425 | 0.13% | 24q | -42.3%-$1.0M |
| DIVERSIFIED MANAGEMENT INC | $1.4M | 6,154 | 0.24% | 4q | +103.3%+$687.7K |
| Mirador Capital Partners LP | $1.3M | 5,839 | 0.15% | 24q | -2.2%-$29.5K |
| ANB BANK | $1.3M | 5,837 | 0.46% | 8q | +5.8%+$70.8K |
| M.E. ALLISON & CO., INC. | $1.2M | 5,665 | 0.70% | 8q | HELD |
| SAPIENT CAPITAL LLC | $1.2M | 5,352 | 0.02% | 12q | -51.0%-$1.2M |
| Post Resch Tallon Group Inc. | $1.1M | 5,140 | 0.78% | 8q | HELD |
| Ridgewood Investments LLC | $1.1M | 5,082 | 0.41% | 31q | +84.5%+$512.0K |
| Allen Mooney & Barnes Investment Advisors LLC | $1.1M | 5,077 | 0.17% | 19q | -10.1%-$125.6K |
| Planning Strategies Inc. | $1.1M | 5,042 | 0.66% | 2q | HELD |
| Olistico Wealth, LLC | $1.1M | 5,022 | 0.46% | 16q | +9.7%+$97.2K |
| Persium Advisors, LLC | $1.1M | 4,990 | 0.57% | 8q | -43.5%-$845.9K |
| YHB Investment Advisors, Inc. | $1.1M | 4,989 | 0.07% | 32q | +4.3%+$45.5K |
| ARMSTRONG ADVISORY GROUP, INC | $1.0M | 4,658 | 0.06% | 16q | +51.0%+$345.9K |
| Paragon Capital Management Ltd | $1.0M | 4,655 | 0.19% | 11q | -1.2%-$12.5K |
| TrueWealth Advisors, LLC | $1,000.0K | 4,547 | 0.22% | 20q | +4.0%+$38.5K |
| Stonebridge Financial Group, LLC | $937.8K | 4,264 | 0.07% | 8q | +4.4%+$39.6K |
| Bath Savings Trust Co | $935.5K | 4,254 | 0.10% | 32q | -8.9%-$91.0K |
| Legacy Private Trust Co. | $911.6K | 4,145 | 0.05% | 32q | HELD |
| Breakwater Capital Group | $872.2K | 3,966 | 0.10% | 14q | -7.1%-$66.6K |
| ATWOOD & PALMER INC | $872.0K | 3,965 | 0.04% | 32q | -5.6%-$51.7K |
| FINANCIAL MANAGEMENT NETWORK INC | $837.9K | 3,764 | 0.12% | 24q | -8.7%-$79.7K |
| Legacy Wealth Asset Management, LLC | $830.5K | 3,776 | 0.18% | 24q | -0.6%-$5.1K |
| Greenfield Savings Bank | $818.1K | 3,720 | 0.31% | 18q | HELD |
| Quintet Private Bank (Europe) S.A. | $756.3K | 3,439 | 0.03% | 16q | +32.8%+$186.9K |
| DLK Investment Management, LLC | $748.0K | 3,401 | 0.27% | 12q | +17.5%+$111.5K |
| Sunburst Financial Group, LLC | $735.7K | 3,345 | 0.12% | 12q | -18.3%-$164.5K |
| Decker Wealth Management LLC | $709.1K | 3,224 | 0.14% | 4q | +2.0%+$14.1K |
| Montz Harcus Wealth Management LLC | $672.6K | 3,058 | 0.24% | 20q | -1.2%-$8.4K |
| Castleview Partners, LLC | $671.5K | 3,053 | 0.29% | 21q | +21.5%+$118.8K |
| Bullock Wealth Management Group | $665.2K | 2,949 | 0.28% | 11q | +2.9%+$18.7K |
| CenterStar Asset Management, LLC | $659.8K | options only | 0.16% | 3q | OPTIONS |
| TITLEIST ASSET MANAGEMENT, LLC | $659.0K | 2,996 | 0.04% | 11q | -4.8%-$33.2K |
| Balefire, LLC | $647.5K | 2,944 | 0.10% | 29q | -41.8%-$464.3K |
| Graves Light Lenhart Wealth, Inc. | $634.0K | 2,883 | 0.06% | 32q | -4.0%-$26.4K |
| Plan A Wealth LLC | $620.3K | 2,820 | 0.22% | 7q | +2.4%+$14.5K |
| CHAPIN DAVIS, INC. | $617.5K | 2,808 | 0.12% | 9q | +48.0%+$200.3K |
| Weaver Consulting Group | $615.1K | 2,797 | 0.12% | 17q | +9.7%+$54.5K |
| CENTRAL BANK & TRUST CO | $597.8K | 2,718 | 0.09% | 32q | HELD |
Showing the largest 100 of 194 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-10-01 | 2026-10-01 | Directors or officers departed or appointed Charter or bylaws amended | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-26 | Thomas Robert David | Senior Vice President | Sold | 25,000 | $5.8M |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 186 | $477.5M | 2,164,422 | 6 | 65 | 74 | 0.2% |
| Q2 2026 | 3,656 | $210.3B | 689,926,808 | 291 | 1,489 | 1,105 | 7.0% |
| Q1 2026 | 3,489 | $152.7B | 603,610,099 | 135 | 1,321 | 1,211 | 4.1% |
| Q4 2025 | 3,716 | $187.6B | 603,484,142 | 200 | 1,254 | 1,154 | 5.0% |
| Q3 2025 | 3,448 | $178.1B | 595,848,081 | 180 | 1,284 | 1,063 | 5.6% |
| Q2 2025 | 3,437 | $184.1B | 593,428,587 | 270 | 1,140 | 1,147 | 4.3% |
| Q1 2025 | 3,287 | $152.6B | 586,616,140 | 255 | 1,060 | 1,175 | 4.5% |
| Q4 2024 | 3,166 | $139.8B | 599,378,006 | 125 | 994 | 1,065 | 5.8% |
| Q3 2024 | 2,962 | $139.6B | 600,114,634 | 257 | 964 | 991 | 5.0% |
| Q2 2024 | 2,786 | $105.6B | 583,333,426 | 119 | 1,049 | 914 | 4.4% |
| Q1 2024 | 2,831 | $117.8B | 582,537,522 | 226 | 953 | 1,015 | 5.8% |
| Q4 2023 | 2,707 | $97.4B | 563,867,881 | 178 | 856 | 979 | 5.4% |
| Q3 2023 | 2,481 | $83.1B | 560,536,016 | 127 | 859 | 862 | 5.4% |
| Q2 2023 | 2,446 | $74.5B | 522,650,939 | 124 | 881 | 874 | 5.2% |
| Q1 2023 | 2,408 | $72.7B | 525,208,294 | 108 | 924 | 814 | 5.7% |
| Q4 2022 | 2,460 | $84.1B | 549,005,406 | 168 | 801 | 814 | 8.1% |
| Q3 2022 | 2,300 | $66.3B | 515,999,353 | 89 | 924 | 711 | 7.4% |
| Q2 2022 | 2,392 | $77.8B | 508,698,141 | 159 | 1,012 | 668 | 7.7% |
| Q1 2022 | 2,353 | $69.9B | 500,411,408 | 135 | 977 | 748 | 6.9% |
| Q4 2021 | 2,356 | $73.4B | 504,157,066 | 120 | 805 | 847 | 8.3% |
| Q3 2021 | 2,181 | $76.4B | 507,365,230 | 84 | 850 | 697 | 7.8% |
| Q2 2021 | 2,229 | $79.1B | 506,033,300 | 145 | 847 | 745 | 6.2% |
| Q1 2021 | 2,164 | $71.2B | 502,285,495 | 127 | 839 | 792 | 6.0% |
| Q4 2020 | 2,146 | $68.9B | 508,714,254 | 104 | 698 | 839 | 6.6% |
| Q3 2020 | 1,997 | $65.1B | 508,298,268 | 92 | 731 | 756 | 5.0% |
| Q2 2020 | 2,004 | $65.4B | 515,905,209 | 140 | 734 | 729 | 4.7% |
| Q1 2020 | 1,983 | $60.1B | 513,289,093 | 121 | 791 | 736 | 5.3% |
| Q4 2019 | 2,085 | $73.1B | 520,856,434 | 96 | 653 | 790 | 4.6% |
| Q3 2019 | 1,975 | $77.9B | 507,689,080 | 97 | 676 | 710 | 5.2% |
| Q2 2019 | 1,957 | $76.9B | 503,679,638 | 88 | 697 | 742 | 7.4% |
| Q1 2019 | 1,989 | $75.1B | 501,078,080 | 146 | 695 | 755 | 5.9% |
| Q4 2018 | 1,919 | $62.4B | 519,641,543 | 15 | 21 | 44 | 5.3% |