3M CO (MMM)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
114
Reporting holders
$93.7M
Reported value
0.0%
Calls
0.0%
Puts
-2,138
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 |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | $7.0M | 42,562 | 0.05% | 16q | +82.1%+$3.2M |
| Leverty Financial Group, LLC | $5.4M | 33,110 | 0.99% | 20q | +76.5%+$2.4M |
| TOTH FINANCIAL ADVISORY CORP | $5.4M | 32,958 | 0.54% | 32q | +2.7%+$142.3K |
| Great Waters Wealth Management | $4.0M | 24,394 | 0.36% | 16q | HELD |
| GAMMA Investing LLC | $3.2M | 19,699 | 0.11% | 12q | +4.9%+$152.5K |
| PARK NATIONAL CORP /OH/ | $3.1M | 19,037 | 0.08% | 32q | -7.0%-$234.7K |
| HALL LAURIE J TRUSTEE | $2.8M | 16,783 | 0.88% | 30q | -4.0%-$114.1K |
| Legacy Wealth Asset Management, LLC | $2.6M | 15,658 | 0.56% | 24q | -0.8%-$19.9K |
| CoreCap Advisors, LLC | $2.4M | 14,408 | 0.07% | 19q | +0.6%+$14.9K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $2.1M | 13,077 | 0.19% | 20q | -1.4%-$29.5K |
| EASTERN BANK | $2.1M | 13,057 | 0.03% | 9q | -0.8%-$17.7K |
| Quintet Private Bank (Europe) S.A. | $2.1M | 12,820 | 0.09% | 16q | +113.7%+$1.1M |
| ARMSTRONG HENRY H ASSOCIATES INC | $1.9M | 11,500 | 0.17% | 32q | HELD |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $1.8M | 10,941 | 0.02% | 32q | +1.9%+$34.3K |
| Venture Visionary Partners LLC | $1.7M | 10,180 | 0.04% | 28q | +1.1%+$18.1K |
| Mirador Capital Partners LP | $1.7M | 10,101 | 0.19% | 15q | +1.2%+$20.2K |
| Wealth Group Ltd | $1.5M | 9,403 | 0.28% | 12q | +32.9%+$376.6K |
| Applied Capital LLC/FL | $1.5M | 8,853 | 0.58% | 16q | HELD |
| Valeo Financial Advisors, LLC | $1.4M | 8,369 | 0.03% | 32q | +7.1%+$90.9K |
| Wedmont Private Capital | $1.3M | 7,957 | 0.03% | 10q | +52.9%+$450.5K |
| Apella Capital, LLC | $1.2M | 7,152 | 0.01% | 6q | +26.8%+$245.1K |
| Silverleafe Capital Partners, LLC | $1.1M | 7,000 | 0.33% | 12q | HELD |
| Ridgewood Investments LLC | $1.1M | 6,977 | 0.42% | 31q | -7.1%-$87.8K |
| Dickmeyer Boyce Financial Management, Inc. | $1.1M | 6,707 | 0.56% | 3q | HELD |
| AMERICAN NATIONAL BANK & TRUST | $1.1M | 6,632 | 0.10% | 32q | +1.5%+$16.6K |
| ROCKLAND TRUST CO | $1.0M | 6,336 | 0.04% | 32q | -0.7%-$6.9K |
| SAPIENT CAPITAL LLC | $972.3K | 5,923 | 0.01% | 12q | -50.1%-$974.6K |
| Hummer Financial Advisory Services Inc | $937.5K | 5,711 | 0.61% | 28q | HELD |
| FIRST FINANCIAL BANK - TRUST DIVISION | $914.3K | 5,570 | 0.07% | 32q | -6.1%-$59.9K |
| Midwest Financial Partners Investments, Inc. | $893.1K | 5,441 | 0.34% | 4q | +12.9%+$102.1K |
| VISTA INVESTMENT PARTNERS LLC | $866.3K | 5,278 | 0.23% | 12q | HELD |
| Bath Savings Trust Co | $861.8K | 5,250 | 0.09% | 32q | HELD |
| Everhart Financial Group, Inc. | $806.6K | 4,914 | 0.05% | 9q | +3.0%+$23.3K |
| Acropolis Investment Management, LLC | $795.5K | 4,846 | 0.03% | 32q | -52.4%-$877.3K |
| Dorato Capital Management | $775.3K | 4,782 | 0.52% | 4q | +0.6%+$4.4K |
| Atlas Brown,Inc. | $755.4K | 4,602 | 0.20% | 32q | HELD |
| Legacy Private Trust Co. | $740.0K | 4,508 | 0.04% | 32q | -15.7%-$137.9K |
| YHB Investment Advisors, Inc. | $713.1K | 4,344 | 0.04% | 32q | HELD |
| MassMutual Private Wealth & Trust, FSB | $686.1K | 4,180 | 0.02% | 32q | -7.6%-$56.8K |
| Freestate Advisors LLC | $673.7K | 4,104 | 0.52% | 9q | HELD |
| Prota Financial, LLC | $663.2K | 4,068 | 0.42% | 4q | HELD |
| Bill Few Associates, Inc. | $655.2K | 3,992 | 0.14% | 20q | -1.5%-$10.2K |
| Avidian Wealth Enterprises, LLC | $641.1K | 3,906 | 0.02% | 26q | +8.8%+$51.9K |
| Montecito Bank & Trust | $634.9K | 3,868 | 0.10% | 31q | HELD |
| Sound Income Strategies, LLC | $614.6K | 3,757 | 0.03% | 32q | +71.7%+$256.7K |
| DIVERSIFIED MANAGEMENT INC | $609.5K | 3,713 | 0.11% | 4q | +2.4%+$14.1K |
| Violich Capital Management, Inc. | $580.4K | 3,536 | 0.06% | 32q | HELD |
| Graves Light Lenhart Wealth, Inc. | $564.8K | 3,440 | 0.05% | 32q | -1.4%-$8.2K |
| Gradient Investments LLC | $557.8K | 3,398 | 0.01% | 3q | +1.4%+$7.7K |
| Exchange Bank | $538.7K | 3,282 | 0.33% | 14q | -2.6%-$14.1K |
| TOMPKINS FINANCIAL CORP | $519.0K | 3,162 | 0.04% | 31q | HELD |
| Peoples Bank/KS | $479.6K | 2,922 | 0.47% | 13q | HELD |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | $465.0K | 2,833 | 0.28% | 16q | HELD |
| Allen Mooney & Barnes Investment Advisors LLC | $454.4K | 2,768 | 0.07% | 14q | +0.8%+$3.6K |
| Douglas Lane & Associates, LLC | $444.2K | 2,706 | 0.01% | 32q | -3.6%-$16.4K |
| Kure Advisory, LLC | $443.8K | 2,703 | 0.21% | 12q | HELD |
| Cox Capital Mgt LLC | $443.5K | 2,702 | 0.25% | 32q | HELD |
| Bangor Savings Bank | $422.5K | 2,574 | 0.03% | 32q | HELD |
| DAVIDSON TRUST CO | $414.0K | 2,522 | 0.16% | 28q | HELD |
| Dupree Financial Group, LLC | $412.8K | 2,514 | 0.15% | 12q | +1.2%+$4.9K |
| BOYUM WEALTH ARCHITECTS LLC | $408.1K | 2,521 | 0.17% | 7q | HELD |
| Boltwood Capital Management | $376.2K | 2,292 | 0.08% | 32q | HELD |
| Montz Harcus Wealth Management LLC | $371.0K | 2,260 | 0.13% | 9q | +0.8%+$2.8K |
| Successful Portfolios LLC | $359.0K | 2,202 | 0.17% | 32q | HELD |
| Partnership Wealth Management, LLC | $328.3K | 2,000 | 0.23% | 12q | HELD |
| WINEBRENNER CAPITAL MANAGEMENT LLC | $328.3K | 2,000 | 0.21% | 8q | HELD |
| Wealth Enhancement Trust Services, Inc. | $324.2K | 1,975 | 0.03% | 4q | -53.8%-$377.5K |
| Weaver Consulting Group | $323.8K | 1,973 | 0.06% | 19q | HELD |
| Bank & Trust Co | $316.6K | 1,929 | 0.20% | 10q | HELD |
| Capital Advisors Wealth Management, LLC | $313.7K | 1,911 | 0.04% | 5q | -1.3%-$4.1K |
| Stonebridge Financial Group, LLC | $309.1K | 1,883 | 0.02% | 8q | +5.7%+$16.6K |
| Decker Wealth Management LLC | $302.9K | 1,845 | 0.06% | 4q | HELD |
| New Covenant Trust Company, N.A. | $301.5K | 1,837 | 0.21% | 3q | +10.8%+$29.4K |
| Kaizen Financial Strategies | $300.1K | 1,828 | 0.12% | 9q | HELD |
| Grove Bank & Trust | $288.7K | 1,759 | 0.03% | 32q | HELD |
| HF Advisory Group, LLC | $285.0K | 1,736 | 0.08% | 16q | -6.0%-$18.1K |
| CENTRAL BANK & TRUST CO | $282.0K | 1,718 | 0.04% | 7q | +6.8%+$18.1K |
| Hardin Capital Partners, LLC | $281.8K | 1,717 | 0.14% | 10q | HELD |
| Global Wealth Strategies & Associates | $278.9K | 1,699 | 0.05% | 9q | +35.4%+$72.9K |
| Cooper Financial Group | $274.9K | 1,674 | 0.02% | 5q | +23.9%+$53.0K |
| M.E. ALLISON & CO., INC. | $265.1K | 1,615 | 0.15% | 6q | HELD |
| Monument Capital Management | $257.2K | 1,567 | 0.05% | 6q | +1.9%+$4.8K |
| Trinity Financial Advisors LLC | $257.2K | 1,567 | 0.07% | 8q | HELD |
| Versant Capital Management, Inc | $243.1K | 1,481 | 0.02% | 32q | +14.1%+$30.0K |
| ABLES, IANNONE, MOORE & ASSOCIATES, INC. | $215.7K | 1,314 | 0.11% | 2q | +4.0%+$8.2K |
| RIVERSEDGE ADVISORS, LLC | $214.1K | 1,304 | 0.03% | new | NEW |
| KFA Private Wealth Group, LLC | $209.6K | 1,277 | 0.05% | 2q | HELD |
| MJT & Associates Financial Advisory Group, Inc. | $206.0K | 1,255 | 0.13% | 7q | HELD |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | $189.1K | 1,152 | 0.03% | new | NEW |
| Byrne Asset Management LLC | $181.9K | 1,116 | 0.10% | 20q | HELD |
| ARMSTRONG ADVISORY GROUP, INC | $179.8K | 1,096 | 0.01% | 16q | HELD |
| Bullock Wealth Management Group | $176.2K | 1,081 | 0.07% | 11q | HELD |
| Gladwyn Financial Advisors, Inc. | $163.9K | 998 | 0.10% | 6q | HELD |
| ACIMA PRIVATE WEALTH, LLC | $160.0K | 975 | 0.05% | 32q | HELD |
| Rosenberg Matthew Hamilton | $158.9K | 968 | 0.03% | 27q | -1.1%-$1.8K |
| ELEVATION WEALTH PARTNERS, LLC | $116.4K | 709 | 0.03% | 15q | +2.2%+$2.5K |
| Pacifica Partners Inc. | $108.3K | 664 | 0.03% | 20q | -4.6%-$5.2K |
| Bank of New Hampshire | $77.5K | 472 | 0.02% | 22q | HELD |
| STEPH & CO | $65.7K | 400 | 0.02% | 28q | HELD |
| BURKETT FINANCIAL SERVICES, LLC | $52.1K | 317 | 0.02% | 12q | +0.6% |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-27 | 13G/A | JPMORGAN CHASE & CO. | 7.4% |
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 |
|---|---|---|---|---|---|
| 2026-07-23 | Banovetz John Patrick | Executive Vice President | Sold | 7,880 | $1.3M |
| 2026-07-22 | Rhodes Kevin H | EVP, Chief Legal Off & Secret | Sold | 7,669 | $1.3M |
| 2026-07-22 | Goralski Christian T JR | Group President | Sold | 4,902 | $835.6K |
| 2026-08-05 | Chavez Rodriguez Beatriz Karina | Group President | Sold | 3,635 | $663.4K |
| 2026-07-23 | Reinseth Theresa E | Sr Vice President & CAO | Sold | 924 | $156.5K |
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 | 114 | $93.7M | 571,362 | 4 | 35 | 24 | 0.0% |
| Q2 2026 | 2,252 | $71.4B | 430,939,456 | 172 | 613 | 761 | 2.4% |
| Q1 2026 | 2,166 | $57.6B | 389,139,959 | 112 | 565 | 828 | 2.1% |
| Q4 2025 | 2,274 | $64.9B | 394,502,992 | 146 | 633 | 700 | 2.7% |
| Q3 2025 | 2,143 | $67.6B | 422,405,198 | 122 | 564 | 727 | 3.0% |
| Q2 2025 | 2,160 | $63.6B | 395,470,014 | 148 | 564 | 816 | 4.1% |
| Q1 2025 | 2,160 | $60.4B | 391,020,785 | 168 | 597 | 816 | 5.0% |
| Q4 2024 | 2,145 | $50.6B | 372,045,575 | 93 | 578 | 779 | 5.0% |
| Q3 2024 | 2,102 | $55.0B | 381,038,978 | 251 | 516 | 807 | 5.6% |
| Q2 2024 | 1,956 | $38.6B | 363,776,969 | 173 | 646 | 724 | 3.8% |
| Q1 2024 | 1,929 | $41.8B | 378,333,976 | 119 | 659 | 773 | 4.8% |
| Q4 2023 | 1,997 | $42.2B | 368,843,083 | 167 | 526 | 863 | 4.4% |
| Q3 2023 | 1,845 | $38.5B | 391,384,937 | 116 | 604 | 740 | 4.7% |
| Q2 2023 | 1,892 | $37.9B | 357,842,649 | 88 | 593 | 821 | 5.5% |
| Q1 2023 | 1,965 | $40.2B | 364,646,568 | 103 | 685 | 776 | 4.7% |
| Q4 2022 | 2,099 | $47.7B | 378,218,279 | 125 | 582 | 882 | 4.4% |
| Q3 2022 | 2,034 | $42.5B | 367,678,546 | 86 | 625 | 905 | 4.3% |
| Q2 2022 | 2,196 | $49.9B | 372,953,235 | 106 | 800 | 827 | 3.2% |
| Q1 2022 | 2,277 | $58.2B | 376,998,876 | 124 | 825 | 885 | 3.6% |
| Q4 2021 | 2,367 | $71.4B | 386,679,350 | 99 | 745 | 842 | 3.8% |
| Q3 2021 | 2,226 | $70.9B | 388,816,364 | 81 | 810 | 714 | 3.7% |
| Q2 2021 | 2,287 | $80.3B | 392,664,611 | 107 | 859 | 690 | 3.0% |
| Q1 2021 | 2,265 | $76.8B | 388,884,565 | 157 | 869 | 711 | 2.5% |
| Q4 2020 | 2,205 | $70.0B | 384,958,377 | 117 | 760 | 715 | 3.5% |
| Q3 2020 | 2,037 | $62.5B | 376,785,037 | 120 | 695 | 750 | 3.4% |
| Q2 2020 | 2,002 | $61.1B | 378,981,616 | 136 | 690 | 751 | 3.4% |
| Q1 2020 | 1,963 | $54.7B | 386,405,782 | 131 | 771 | 742 | 4.1% |
| Q4 2019 | 2,053 | $73.0B | 403,178,568 | 111 | 581 | 764 | 2.6% |
| Q3 2019 | 1,912 | $66.0B | 390,545,471 | 95 | 625 | 744 | 2.5% |
| Q2 2019 | 1,947 | $71.6B | 392,312,554 | 97 | 668 | 778 | 4.7% |
| Q1 2019 | 2,013 | $83.3B | 390,974,422 | 120 | 658 | 711 | 2.5% |
| Q4 2018 | 1,973 | $77.2B | 397,330,871 | 14 | 24 | 38 | 1.8% |