Who holds IBMticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

INTERNATIONAL BUSINESS MACHS · COM · quarter ended 2026-03-31 · 52 members disclosed IBM ↗

2,633

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$132B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

1,286

addsholders whose share count rose or who opened the position (new + add), by shares

365

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of IBM ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$18.8B	77,565,953	−307,619	trim
2	VANGUARD CAPITAL MANAGEMENT LLC	$14.7B	60,845,605	—	no prior
3	STATE STREET CORP	$13.2B	54,594,493	−401,800	trim
4	VANGUARD PORTFOLIO MANAGEMENT LLC	$6.7B	27,660,866	—	no prior
5	GEODE CAPITAL MANAGEMENT, LLC	$5.6B	23,076,329	+471,246	add
6	MORGAN STANLEY	$4.8B	19,630,951	+4,771,145	add
7	JPMORGAN CHASE & CO	$4.4B	18,544,694	+18,544,694	new
8	Capital World Investors	$4.1B	17,062,453	−4,959,459	trim
9	BANK OF AMERICA CORP /DE/	$3.9B	16,063,653	+1,049,602	add
10	NORTHERN TRUST CORP	$2.5B	10,304,788	+172,612	add
11	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$1.8B	7,568,124	+302,374	add
12	Bank of New York Mellon Corp	$1.7B	7,170,703	−22,236	trim
13	Legal & General Group Plc	$1.7B	6,914,053	−187,442	trim
14	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$1.6B	6,739,996	+156,699	add
15	VANGUARD FIDUCIARY TRUST CO	$1.3B	5,263,555	—	no prior
16	FMR LLC	$1.3B	5,245,690	−1,407,234	trim
17	DIMENSIONAL FUND ADVISORS LP	$1.2B	5,137,288	+100,649	add
18	AMERIPRISE FINANCIAL INC	$1.2B	4,774,984	−796,056	trim
19	Amundi	$1.2B	4,771,223	+258,758	add
20	WELLS FARGO & COMPANY/MN	$1.1B	4,528,589	−189,146	trim
21	Invesco Ltd.	$1.0B	4,190,144	+541,840	add
22	UBS Group AG	$954M	3,937,027	+205,028	add
23	ROYAL BANK OF CANADA	$952M	3,929,554	+3,929,554	new
24	DEUTSCHE BANK AG\	$864M	3,563,135	−356,358	trim
25	Nuveen, LLC	$814M	3,358,516	+241,343	add
26	FIRST TRUST ADVISORS LP	$807M	3,330,537	+1,117,210	add
27	FRANKLIN RESOURCES INC	$771M	3,180,039	+1,027,611	add
28	VICTORY CAPITAL MANAGEMENT INC	$731M	3,017,348	−1,565,470	trim
29	Swiss National Bank	$665M	2,743,260	+190,640	add
30	RAYMOND JAMES FINANCIAL INC	$662M	2,739,003	−81,491	trim
31	STIFEL FINANCIAL CORP	$649M	2,677,248	−50,010	trim
32	Capital Wealth Planning, LLC	$642M	2,649,879	+205,828	add
33	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$601M	2,478,266	−410,545	trim
34	Sumitomo Mitsui Trust Group, Inc.	$569M	2,348,360	−91,570	trim
35	BARCLAYS PLC	$567M	2,341,254	−425,594	trim
36	National Pension Service	$554M	2,285,117	+2,285,117	new
37	Mitsubishi UFJ Asset Management Co., Ltd.	$546M	2,250,893	+147,340	add
38	HSBC HOLDINGS PLC	$511M	2,108,392	−2,161,812	trim
39	Vanguard Global Advisers, LLC	$494M	2,039,755	—	no prior
40	LPL Financial LLC	$484M	1,995,991	−12,942	trim
41	AQR CAPITAL MANAGEMENT LLC	$456M	1,888,342	+1,031,565	add
42	CITIGROUP INC	$452M	1,865,594	−307,478	trim
43	ALLIANCEBERNSTEIN L.P.	$437M	1,473,999	−18,839	trim
44	VANGUARD ASSET MANAGEMENT, Ltd	$425M	1,754,192	—	no prior
45	CANADA PENSION PLAN INVESTMENT BOARD	$387M	1,595,760	+368,827	add
46	HighTower Advisors, LLC	$326M	1,343,133	−76,280	trim
47	VOYA INVESTMENT MANAGEMENT LLC	$318M	1,311,688	+345,022	add
48	BANK OF MONTREAL /CAN/	$310M	1,278,963	−13,638	trim
49	Bank Julius Baer & Co. Ltd, Zurich	$296M	1,225,059	−419,256	trim
50	Aberdeen Group plc	$280M	1,156,981	+23,533	add
51	NEW YORK STATE COMMON RETIREMENT FUND	$278M	1,147,931	+6,200	add
52	London & Capital Asset Management Ltd	$270M	1,115,102	−36,127	trim
53	PRINCIPAL FINANCIAL GROUP INC	$258M	1,065,505	−7,366	trim
54	ENVESTNET ASSET MANAGEMENT INC	$257M	1,060,150	+1,060,150	new
55	ADAGE CAPITAL PARTNERS GP, L.L.C.	$227M	937,390	+53,500	add
56	Swedbank AB	$216M	889,975	−61,108	trim
57	SCHRODER INVESTMENT MANAGEMENT GROUP	$213M	879,304	+46,987	add
58	ProShare Advisors LLC	$209M	863,360	−39,941	trim
59	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$209M	860,846	+24,047	add
60	MACKENZIE FINANCIAL CORP	$207M	853,976	−203,759	trim
61	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$198M	815,381	−8,022	trim
62	CIBC Bancorp USA Inc.	$190M	783,802	—	no prior
63	Universal- Beteiligungs- und Servicegesellschaft mbH	$185M	771,059	+18,391	add
64	Pictet Asset Management Holding SA	$184M	761,177	+120,687	add
65	TD ASSET MANAGEMENT INC	$171M	705,544	+24,164	add
66	Retirement Systems of Alabama	$162M	669,096	−353	trim
67	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$161M	663,625	−7,976	trim
68	ING GROEP NV	$159M	656,757	+326,722	add
69	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$155M	640,935	−27,117	trim
70	JENNISON ASSOCIATES LLC	$154M	636,258	+73,252	add
71	TRUIST FINANCIAL CORP	$154M	635,205	−276,921	trim
72	PRUDENTIAL FINANCIAL INC	$153M	629,587	+49,489	add
73	Rockefeller Capital Management L.P.	$150M	618,901	+54,713	add
74	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$149M	614,710	+305,759	add
75	COMMONWEALTH EQUITY SERVICES, LLC	$146M	602,126	−15,779	trim
76	PFA Pension, Forsikringsaktieselskab	$142M	585,004	+585,004	new
77	Korea Investment CORP	$141M	580,421	−6,547	trim
78	BNP Paribas Asset Management Holding S.A.	$140M	578,580	−258,957	trim
79	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$136M	617,749	−188,812	trim
80	Mariner, LLC	$133M	550,311	+35,274	add
81	Allianz Asset Management GmbH	$132M	544,314	+376,172	add
82	Asset Management One Co., Ltd.	$131M	538,958	−6,266	trim
83	CREDIT AGRICOLE S A	$128M	528,730	+305,177	add
84	BLAIR WILLIAM & CO/IL	$126M	518,457	+47,010	add
85	US BANCORP \DE\	$125M	516,138	−24,390	trim
86	Advisors Capital Management, LLC	$124M	511,252	+152,259	add
87	STATE OF WISCONSIN INVESTMENT BOARD	$123M	506,576	+17,235	add
88	AMERICAN CENTURY COMPANIES INC	$122M	502,704	−47,631	trim
89	NOMURA ASSET MANAGEMENT CO LTD	$121M	498,065	+15,575	add
90	Creative Planning	$121M	497,961	+14,934	add
91	Epoch Investment Partners, Inc.	$121M	497,613	−1,709	trim
92	Corient Private Wealth LLC	$121M	504,225	−1,904,789	trim
93	Cetera Investment Advisers	$117M	482,924	+508	add
94	Chevy Chase Trust Holdings, LLC	$116M	479,099	−14,199	trim
95	Robeco Institutional Asset Management B.V.	$116M	476,911	−111,037	trim
96	Cerity Partners LLC	$112M	460,315	+84,679	add
97	D. E. Shaw & Co., Inc.	$107M	440,533	+195,479	add
98	Swiss Life Asset Management Ltd	$107M	456,810	+28,277	add
99	SEI INVESTMENTS CO	$107M	440,109	+60,020	add
100	ROYAL LONDON ASSET MANAGEMENT LTD	$107M	440,018	+1,712	add
101	FIFTH THIRD BANCORP	$106M	438,597	+281,475	add
102	Vanguard Investments Australia, Ltd.	$106M	436,945	—	no prior
103	OSAIC HOLDINGS, INC.	$101M	419,895	−1,229	trim
104	Eurizon Capital SGR S.p.A.	$97.7M	403,833	+23,241	add
105	TEACHER RETIREMENT SYSTEM OF TEXAS	$96.6M	398,350	+86,091	add
106	Focus Partners Wealth	$95.4M	393,507	−22,057	trim
107	Altshuler Shaham Ltd	$95.3M	393,030	−156,086	trim
108	NATIONAL BANK OF CANADA /FI/	$95.2M	392,839	−341,140	trim
109	Ensign Peak Advisors, Inc	$93.4M	385,147	−34,242	trim
110	Skandinaviska Enskilda Banken AB (publ)	$93.3M	385,100	−44,244	trim
111	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$92.6M	382,078	−821	trim
112	M&T BANK CORP	$92.1M	379,893	−12,959	trim
113	Sumitomo Mitsui DS Asset Management Company, Ltd	$91.9M	379,022	+9,186	add
114	Baird Financial Group, Inc.	$89.3M	368,617	+368,617	new
115	CITADEL ADVISORS LLC	$89.0M	367,164	+113,359	add
116	ZACKS INVESTMENT MANAGEMENT	$88.9M	366,786	−4,130	trim
117	Unisphere Establishment	$88.5M	365,000	−55,000	trim
118	Quantinno Capital Management LP	$87.3M	360,342	+68,122	add
119	Clark Capital Management Group, Inc.	$86.5M	356,727	+116,090	add
120	MEYER HANDELMAN CO	$85.9M	354,489	+966	add
121	TCTC Holdings, LLC	$85.7M	353,583	−81	trim
122	Zurcher Kantonalbank (Zurich Cantonalbank)	$85.2M	351,413	+351,413	new
123	Woodline Partners LP	$82.6M	340,845	−35,867	trim
124	Connor, Clark & Lunn Investment Management Ltd.	$79.6M	328,255	+228,729	add
125	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$79.3M	327,241	+122,120	add
126	Resona Asset Management Co.,Ltd.	$77.8M	322,395	+6,289	add
127	State of New Jersey Common Pension Fund D	$77.4M	319,452	+907	add
128	CWM, LLC	$75.5M	311,283	+90,714	add
129	Janus Henderson Group Ltd.	$73.4M	302,610	−9,634	trim
130	Vest Financial, LLC	$72.9M	300,847	+41,272	add
131	Lansforsakringar Fondforvaltning AB (publ)	$72.5M	299,251	−296	trim
132	TORONTO DOMINION BANK	$71.8M	296,156	−252,482	trim
133	Welch Group, LLC	$71.5M	294,802	+294,802	new
134	Allspring Global Investments Holdings, LLC	$71.0M	292,200	−53,665	trim
135	MERCER GLOBAL ADVISORS INC /ADV	$69.7M	287,639	+20,910	add
136	Zurich Insurance Group Ltd/FI	$69.6M	287,192	−156,430	trim
137	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$68.3M	281,773	−281,533	trim
138	BROWN ADVISORY INC	$67.9M	279,947	+6,336	add
139	Birch Hill Investment Advisors LLC	$67.7M	279,374	−3,027	trim
140	Tredje AP-fonden	$66.0M	272,324	+230,858	add
141	AE Wealth Management LLC	$65.4M	269,856	+158,241	add
142	WELLINGTON MANAGEMENT GROUP LLP	$64.5M	265,998	−14,372	trim
143	Sanctuary Advisors, LLC	$64.1M	264,484	−4,251	trim
144	CIBC WORLD MARKET INC.	$63.8M	263,246	+9,575	add
145	SEB Asset Management AB	$63.7M	262,637	—	no prior
146	CIBC Asset Management Inc	$63.5M	261,969	+4,834	add
147	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$63.5M	260,190	−5,778	trim
148	Arizona State Retirement System	$62.1M	256,101	−6,831	trim
149	Czech National Bank	$61.7M	254,571	+8,096	add
150	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$60.6M	250,184	−6,276	trim
151	CAPITAL ADVISORS INC/OK	$60.3M	248,779	+19,254	add
152	&PARTNERS	$59.8M	246,666	+246,666	new
153	Daiwa Securities Group Inc.	$59.4M	244,993	+8,729	add
154	STATE OF MICHIGAN RETIREMENT SYSTEM	$59.2M	244,140	−600	trim
155	Kestra Advisory Services, LLC	$57.8M	238,449	+50,896	add
156	UniSuper Management Pty Ltd	$56.2M	231,773	+135	add
157	J. Safra Sarasin Holding AG	$56.1M	231,531	+1,625	add
158	KEYBANK NATIONAL ASSOCIATION/OH	$55.2M	227,802	−5,567	trim
159	Beacon Pointe Advisors, LLC	$54.9M	226,537	+22,608	add
160	NewEdge Wealth, LLC	$54.2M	223,490	+15,722	add
161	Vontobel Holding Ltd.	$54.1M	223,260	+38,207	add
162	Rafferty Asset Management, LLC	$54.1M	223,017	−74,908	trim
163	Mirae Asset Global Investments Co., Ltd.	$53.5M	220,729	+41,151	add
164	Squarepoint Ops LLC	$53.1M	219,247	+194,337	add
165	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$52.8M	217,740	+315	add
166	Assenagon Asset Management S.A.	$51.5M	212,421	+111,187	add
167	Sequoia Financial Advisors, LLC	$50.2M	206,926	+304	add
168	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$50.0M	206,082	+89,463	add
169	BANK OF NOVA SCOTIA	$49.9M	205,694	−85,368	trim
170	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$48.7M	201,119	+201,119	new
171	Tidal Investments LLC	$47.9M	197,475	+197,475	new
172	NewEdge Advisors, LLC	$47.5M	196,169	−183,086	trim
173	MML INVESTORS SERVICES, LLC	$46.3M	191,142	−34,163	trim
174	IFM Investors Pty Ltd	$45.5M	187,758	+7,291	add
175	Pinnacle Financial Partners, Inc.	$44.1M	182,097	+6,065	add
176	Americana Partners, LLC	$43.3M	178,783	+11,084	add
177	D.A. DAVIDSON & CO.	$43.1M	177,820	+177,820	new
178	XPONANCE LLC	$42.1M	173,582	+22,973	add
179	DAVENPORT & Co LLC	$41.7M	171,881	−6,428	trim
180	Private Advisor Group, LLC	$41.3M	170,209	−6,251	trim
181	PUBLIC SECTOR PENSION INVESTMENT BOARD	$40.5M	167,274	+28,635	add
182	Capital International, Inc./CA/	$40.2M	165,998	+254	add
183	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$39.8M	164,325	−1,603	trim
184	OP Asset Management Ltd	$39.6M	163,567	—	no prior
185	Man Group plc	$39.4M	162,675	+78,239	add
186	QRG CAPITAL MANAGEMENT, INC.	$39.3M	162,061	+162,061	new
187	OFI INVEST ASSET MANAGEMENT	$38.8M	183,341	+174,455	add
188	IMC-Chicago, LLC	$38.5M	158,879	−2,657	trim
189	Advisors Asset Management, Inc.	$38.4M	158,446	−5,579	trim
190	DONALDSON CAPITAL MANAGEMENT, LLC	$38.3M	157,859	−3,636	trim
191	Glenview Trust Co	$37.9M	156,217	−237	trim
192	CAPSTONE INVESTMENT ADVISORS, LLC	$36.8M	151,717	+147,526	add
193	USS Investment Management Ltd	$36.8M	151,718	+3,794	add
194	Utah Retirement Systems	$36.7M	151,271	−2,453	trim
195	PINNACLE ASSOCIATES LTD	$35.8M	147,678	+7,928	add
196	COMMERCE BANK	$35.4M	146,142	+9,165	add
197	CONNING INC.	$34.9M	144,138	+37,286	add
198	Minneapolis Portfolio Management Group, LLC	$34.4M	142,104	+41,709	add
199	Drexel Morgan & Co.	$33.9M	139,735	0	no change
200	TODD ASSET MANAGEMENT LLC	$33.8M	139,597	−1,365	trim
201	NISSAY ASSET MANAGEMENT CORP /JAPAN	$33.6M	138,775	+1,580	add
202	Cresset Asset Management, LLC	$33.2M	137,138	+11,932	add
203	Rakuten Investment Management, Inc.	$32.9M	138,724	+15,896	add
204	FIRST MANHATTAN CO. LLC.	$32.9M	135,682	+26,896	add
205	Allworth Financial LP	$32.8M	135,211	−23,988	trim
206	NEOS Investment Management LLC	$32.6M	134,665	+6,354	add
207	Wealthfront Advisers LLC	$32.5M	134,147	+3,481	add
208	Empowered Funds, LLC	$32.1M	132,453	+132,453	new
209	Varma Mutual Pension Insurance Co	$32.1M	132,408	−7,000	trim
210	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$32.1M	132,308	+157	add
211	Steward Partners Investment Advisory, LLC	$32.1M	132,242	−18,537	trim
212	Qube Research & Technologies Ltd	$32.0M	132,196	−95,132	trim
213	YOUSIF CAPITAL MANAGEMENT, LLC	$31.8M	131,183	−8,688	trim
214	WESTWOOD HOLDINGS GROUP INC	$31.8M	131,168	+10,136	add
215	Crossmark Global Holdings, Inc.	$31.8M	131,062	—	no prior
216	MILLENNIUM MANAGEMENT LLC	$31.7M	130,710	−151,600	trim
217	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$31.2M	128,829	−36,472	trim
218	Ethic Inc.	$30.7M	126,485	+323	add
219	Vanguard Personalized Indexing Management, LLC	$30.5M	125,785	−6,243	trim
220	Calamos Advisors LLC	$30.0M	123,566	+8,240	add
221	Andra AP-fonden	$29.8M	122,900	+23,800	add
222	PRUDENTIAL PLC	$29.7M	122,467	+7,380	add
223	Railway Pension Investments Ltd	$29.5M	121,580	−30,120	trim
224	ASR Vermogensbeheer N.V.	$29.3M	120,828	+2,150	add
225	FEDERATED HERMES, INC.	$28.8M	119,011	−16,070	trim
226	Pathstone Holdings, LLC	$28.7M	118,559	+2,877	add
227	TD Waterhouse Canada Inc.	$28.7M	118,145	+22,684	add
228	CI INVESTMENTS INC.	$28.6M	118,132	+24,711	add
229	Van Hulzen Asset Management, LLC	$27.9M	115,282	+1,080	add
230	Curi Capital, LLC	$27.8M	114,864	+9,016	add
231	FUKOKU MUTUAL LIFE INSURANCE CO	$27.8M	114,682	−154	trim
232	ADAPT Investment Managers SA	$27.8M	114,525	+114,525	new
233	LGT Group Foundation	$27.8M	114,492	+9,238	add
234	Banco Santander, S.A.	$27.7M	114,111	−51,716	trim
235	Apollon Wealth Management, LLC	$27.5M	113,487	+22,169	add
236	INTECH INVESTMENT MANAGEMENT LLC	$27.3M	112,510	−34,407	trim
237	GUGGENHEIM CAPITAL LLC	$26.4M	108,871	−7,908	trim
238	DAYMARK WEALTH PARTNERS, LLC	$26.2M	108,213	−203	trim
239	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$25.9M	106,994	−58	trim
240	Walleye Capital LLC	$25.6M	105,777	+105,776	add
241	Kimelman & Baird, LLC	$25.6M	105,665	+746	add
242	Elo Mutual Pension Insurance Co	$25.2M	104,067	+12,302	add
243	GODSEY & GIBB, INC	$24.9M	102,747	−38	trim
244	Equitable Holdings, Inc.	$24.8M	88,097	+27,723	add
245	PARSONS CAPITAL MANAGEMENT INC/RI	$24.8M	102,218	+2,718	add
246	JUPITER ASSET MANAGEMENT LTD	$24.7M	101,996	+101,996	new
247	GATEWAY INVESTMENT ADVISERS LLC	$24.7M	101,961	+88,545	add
248	Lido Advisors, LLC	$24.7M	101,902	+2,689	add
249	BRIDGEWAY CAPITAL MANAGEMENT, LLC	$24.4M	100,842	+18,538	add
250	Palisade Asset Management, LLC	$24.2M	99,699	−378	trim
251	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$24.1M	99,240	−954	trim
252	HANCOCK WHITNEY CORP	$23.6M	97,548	+97,548	new
253	CULLINAN ASSOCIATES INC	$23.4M	96,645	−22,461	trim
254	EDMOND DE ROTHSCHILD HOLDING S.A.	$23.2M	95,765	+5,526	add
255	NORDEA INVESTMENT MANAGEMENT AB	$23.1M	97,257	+4,152	add
256	Candriam S.C.A.	$23.1M	95,331	+18,524	add
257	HB Wealth Management, LLC	$22.8M	94,006	+7,304	add
258	MACQUARIE GROUP LTD	$22.4M	92,472	−56,960	trim
259	Investment Management Corp of Ontario	$22.3M	92,043	+7,247	add
260	Dai-ichi Life Insurance Company, Ltd	$22.3M	92,008	−5,797	trim
261	NATIXIS	$21.6M	88,923	−25,044	trim
262	Vident Advisory, LLC	$21.5M	88,509	+5,022	add
263	MAI Capital Management	$21.1M	87,151	+2,463	add
264	TOCQUEVILLE ASSET MANAGEMENT L.P.	$21.0M	86,622	+4,309	add
265	KESTRA PRIVATE WEALTH SERVICES, LLC	$20.8M	85,914	+3,741	add
266	Generali Asset Management SPA SGR	$20.7M	85,246	+801	add
267	OPPENHEIMER ASSET MANAGEMENT INC.	$20.6M	85,130	+4,642	add
268	Wilmington Savings Fund Society, FSB	$20.2M	83,222	+1,689	add
269	LBP AM SA	$20.1M	82,737	−16,093	trim
270	BALDWIN WEALTH PARTNERS LLC/MA	$20.0M	82,450	−1,420	trim
271	Concurrent Investment Advisors, LLC	$19.5M	80,414	−3,116	trim
272	1832 Asset Management L.P.	$19.5M	80,290	−450,273	trim
273	SCOTIA CAPITAL INC.	$19.4M	79,919	−1,658	trim
274	BENJAMIN EDWARDS INC	$19.2M	79,030	−12,247	trim
275	Illinois Municipal Retirement Fund	$19.1M	78,719	−258	trim
276	GHP Investment Advisors, Inc.	$19.1M	78,621	−326	trim
277	Federation des caisses Desjardins du Quebec	$18.9M	77,831	+5,681	add
278	TruWealth Advisors, LLC	$18.8M	77,734	−33,138	trim
279	FOUNDATIONS INVESTMENT ADVISORS, LLC	$18.8M	77,707	+9,001	add
280	OPPENHEIMER & CO INC	$18.8M	77,472	−33,596	trim
281	Moors & Cabot, Inc.	$18.6M	76,850	−1,899	trim
282	ATALANTA SOSNOFF CAPITAL, LLC	$18.1M	74,797	−32,651	trim
283	Generate Investment Management Ltd	$18.1M	74,657	+74,657	new
284	BAR HARBOR WEALTH MANAGEMENT	$18.0M	74,352	+18	add
285	HM PAYSON & CO	$18.0M	74,248	−11,890	trim
286	Richard C. Young & CO., LTD.	$17.9M	73,946	+1,176	add
287	SHUFRO ROSE & CO LLC	$17.9M	73,874	+1,895	add
288	NorthCrest Asset Manangement, LLC	$17.4M	70,080	−20,805	trim
289	NOMURA HOLDINGS INC	$17.2M	71,158	+31,626	add
290	RWA WEALTH PARTNERS, LLC	$17.1M	70,708	−3,086	trim
291	Compagnie Lombard Odier SCmA	$17.0M	70,211	−29,309	trim
292	BANQUE PICTET & CIE SA	$16.8M	69,483	+2,000	add
293	Bragg Financial Advisors, Inc	$16.8M	69,453	+2,368	add
294	FIDUCIARY TRUST CO	$16.8M	69,249	−251	trim
295	Fisher Funds Management LTD	$16.8M	69,135	−6,204	trim
296	Banque Cantonale Vaudoise	$16.5M	68,220	+17,885	add
297	Aptus Capital Advisors, LLC	$16.5M	68,027	−5,386	trim
298	Verity & Verity, LLC	$16.3M	67,406	+1,203	add
299	STEPHENS INC /AR/	$16.3M	67,057	−3,799	trim
300	LAZARD ASSET MANAGEMENT LLC	$16.2M	66,898	−1,562	trim
301	KANAWHA CAPITAL MANAGEMENT LLC	$16.2M	66,628	+2,052	add
302	Atria Investments, Inc	$16.1M	66,371	−6,902	trim
303	Kepler Cheuvreux (Suisse) SA	$16.0M	65,998	−2,084	trim
304	Norinchukin Bank, The	$15.7M	64,733	−1,105	trim
305	Danica Pension, Livsforsikringsaktieselskab	$15.7M	64,692	+64,692	new
306	OLD NATIONAL BANCORP /IN/	$15.7M	64,591	+25,776	add
307	ASSETMARK, INC	$15.6M	64,458	+12,791	add
308	Baker Avenue Asset Management, LP	$15.6M	64,276	+2,096	add
309	Foster Victor Wealth Advisors, LLC	$15.6M	64,824	+9,065	add
310	Metis Global Partners, LLC	$15.6M	64,243	−1,842	trim
311	OMERS ADMINISTRATION Corp	$15.4M	63,361	+16,756	add
312	JANE STREET GROUP, LLC	$15.3M	63,322	−292,245	trim
313	United Capital Management of KS, Inc.	$15.3M	62,945	+30,653	add
314	Evercore Wealth Management, LLC	$15.2M	62,801	+5,196	add
315	Capital Investment Advisors, LLC	$15.2M	62,775	+589	add
316	Laird Norton Wetherby Trust Company, LLC	$15.1M	62,498	−7,001	trim
317	WATERS PARKERSON & CO., LLC	$14.7M	60,766	−1,020	trim
318	Waverly Advisors, LLC	$14.7M	60,657	−4,053	trim
319	Stratos Wealth Partners, LTD.	$14.5M	59,982	−3,346	trim
320	Avanza Fonder AB	$14.5M	59,779	−3,543	trim
321	Midwest Trust Co	$14.5M	59,618	−1,412	trim
322	World Investment Advisors	$14.3M	59,147	−6,988	trim
323	Principle Wealth Partners LLC	$14.3M	59,145	+121	add
324	TECTONIC ADVISORS LLC	$14.1M	58,314	+4,331	add
325	BEESE FULMER INVESTMENT MANAGEMENT, INC.	$14.1M	58,114	+58,114	new
326	Radnor Capital Management, LLC	$14.0M	57,901	−2,120	trim
327	CITIZENS FINANCIAL GROUP INC/RI	$14.0M	57,657	+1,626	add
328	Biondo Investment Advisors, LLC	$14.0M	57,631	+490	add
329	Independent Advisor Alliance	$13.9M	57,448	−12,897	trim
330	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$13.8M	57,052	+3,254	add
331	MIZUHO SECURITIES USA LLC	$13.7M	56,509	−11,552	trim
332	Bryn Mawr Trust Advisors, LLC	$13.5M	55,857	−317	trim
333	Channing Capital Management, LLC	$13.4M	55,199	+28,757	add
334	SKBA CAPITAL MANAGEMENT LLC	$13.4M	55,178	0	no change
335	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$13.4M	55,123	+55,123	new
336	FLPUTNAM INVESTMENT MANAGEMENT CO	$13.4M	55,118	−39,180	trim
337	American Assets Investment Management, LLC	$13.3M	55,000	0	no change
338	Sargent Investment Group, LLC	$13.1M	54,225	−585	trim
339	INDEPENDENT FINANCIAL GROUP, LLC	$13.0M	53,837	—	no prior
340	WELCH & FORBES LLC	$13.0M	53,445	−466	trim
341	Oak Grove Capital LLC	$12.8M	52,700	+9,150	add
342	Merit Financial Group, LLC	$12.5M	51,754	+2,911	add
343	EP Wealth Advisors, LLC	$12.5M	51,382	−2,368	trim
344	Genus Capital Management Inc.	$12.5M	51,374	−9,853	trim
345	TRUSTMARK BANK TRUST DEPARTMENT	$12.4M	51,298	−18,465	trim
346	SUMMIT SECURITIES GROUP LLC	$12.4M	51,284	+50,484	add
347	SHELTON CAPITAL MANAGEMENT	$12.3M	50,908	+114	add
348	Clearstead Advisors, LLC	$12.2M	50,291	+7,649	add
349	Bell Bank	$12.2M	50,274	+4,312	add
350	Vise Technologies, Inc.	$12.2M	41,121	0	no change
351	COLDSTREAM CAPITAL MANAGEMENT INC	$12.2M	50,206	−2,132	trim
352	MIRAE ASSET SECURITIES (USA) INC.	$12.1M	50,109	+50,109	new
353	Cynosure Group, LLC	$12.1M	49,993	−1,485	trim
354	ABN AMRO INVESTMENT SOLUTIONS	$12.0M	49,663	+4,976	add
355	Prospera Financial Services Inc	$11.9M	49,245	−48,937	trim
356	GREENWOOD CAPITAL ASSOCIATES LLC	$11.8M	48,490	+2,534	add
357	Osmosis Investment Management UK Ltd	$11.7M	48,452	−4,158	trim
358	Gradient Investments LLC	$11.7M	48,105	+3,876	add
359	LOCKHEED MARTIN INVESTMENT MANAGEMENT CO	$11.7M	48,100	+500	add
360	REGIONS FINANCIAL CORP	$11.7M	48,097	−2,733	trim
361	Savant Capital, LLC	$11.6M	48,055	+7,368	add
362	Badgley Phelps Wealth Managers, LLC	$11.6M	47,855	−1,942	trim
363	CRAWFORD INVESTMENT COUNSEL INC	$11.5M	47,626	−20,651	trim
364	NBT BANK, N.A.	$11.5M	47,363	+1,077	add
365	NewSquare Capital LLC	$11.5M	47,318	−354	trim
366	AVITY INVESTMENT MANAGEMENT INC.	$11.5M	47,254	+43,109	add
367	Lombard Odier Asset Management (Switzerland) SA	$11.4M	47,208	−2,400	trim
368	CHOREO, LLC	$11.4M	47,044	+47,044	new
369	Maryland State Retirement & Pension System	$11.3M	46,645	+183	add
370	Summit Financial, LLC	$11.2M	46,237	−12,561	trim
371	GUYASUTA INVESTMENT ADVISORS INC	$11.2M	46,148	−1,052	trim
372	Aquatic Capital Management LLC	$11.1M	45,984	+41,902	add
373	ALLIANZ SE	$10.9M	44,905	+4,755	add
374	Cardinal Capital Management	$10.8M	44,698	+44,698	new
375	FIRST NATIONAL TRUST CO	$10.8M	44,673	−1,789	trim
376	AXXCESS WEALTH MANAGEMENT, LLC	$10.7M	44,308	−2,851	trim
377	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$10.7M	44,085	−164,349	trim
378	UMB Bank, n.a.	$10.6M	43,585	−1,012	trim
379	Cornerstone Wealth Management, LLC	$10.5M	43,474	+1,891	add
380	Royal Fund Management, LLC	$10.5M	43,394	+5,536	add
381	ALERUS FINANCIAL NA	$10.5M	43,174	−1,969	trim
382	PFG Investments, LLC	$10.4M	42,862	−836	trim
383	Sigma Planning Corp	$10.3M	42,677	−1,911	trim
384	Mediolanum International Funds Ltd	$10.3M	43,411	−39,415	trim
385	CUTLER INVESTMENT COUNSEL LLC	$10.3M	42,397	−249	trim
386	WealthTrust Axiom LLC	$10.1M	41,476	−442	trim
387	ELEVATION POINT WEALTH PARTNERS, LLC	$10.0M	41,297	+20,066	add
388	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$10.0M	41,250	−71,250	trim
389	Bleakley Financial Group, LLC	$9.9M	40,802	−5,662	trim
390	JOHNSON INVESTMENT COUNSEL INC	$9.9M	40,787	+68	add
391	NLB Skladi, upravljanje premozenja, d.o.o.	$9.8M	40,518	0	no change
392	Wealthspire Advisors, LLC	$9.8M	40,416	+1,032	add
393	ARS Wealth Advisors Group, LLC	$9.8M	40,347	+89	add
394	Y-Intercept (Hong Kong) Ltd	$9.8M	40,248	+33,607	add
395	FLOSSBACH VON STORCH SE	$9.6M	39,645	+35,100	add
396	FORBES J M & CO LLP	$9.6M	39,603	−31,741	trim
397	CAISSE DES DEPOTS ET CONSIGNATIONS	$9.5M	39,034	−157	trim
398	Shelter Mutual Insurance Co	$9.3M	38,491	0	no change
399	Emerald Investment Advisers, LLC	$9.3M	38,372	—	no prior
400	Maytus Capital Management, LLC	$9.3M	38,367	+20,367	add
401	MUFG Securities EMEA plc	$9.3M	38,320	0	no change
402	EXCHANGE TRADED CONCEPTS, LLC	$9.2M	38,154	−33,411	trim
403	ADVOCATE GROUP LLC	$9.2M	37,927	−1,067	trim
404	FRANKLIN STREET ADVISORS INC /NC	$9.2M	37,753	−9,981	trim
405	AG2R LA MONDIALE GESTION D'ACTIFS	$9.1M	37,737	+734	add
406	Forvis Mazars Wealth Advisors, LLC	$9.1M	37,594	+128	add
407	ANDERSON HOAGLAND & CO	$9.1M	37,551	+211	add
408	MONTGOMERY INVESTMENT MANAGEMENT INC	$9.1M	37,502	+200	add
409	Cherry Creek Investment Advisors, Inc.	$9.1M	37,499	+438	add
410	Sowell Financial Services LLC	$9.1M	37,437	+850	add
411	Cardinal Point Capital Management ULC	$9.0M	37,304	+313	add
412	DIVERSIFY WEALTH MANAGEMENT, LLC	$9.0M	39,808	+19,967	add
413	OneDigital Investment Advisors LLC	$9.0M	37,192	−1,602	trim
414	Portland Global Advisors LLC	$9.0M	36,987	+1,086	add
415	VAN DEN BERG MANAGEMENT I, INC	$9.0M	36,942	+67	add
416	Snowden Capital Advisors LLC	$8.9M	36,859	−996	trim
417	GREAT LAKES ADVISORS, LLC	$8.9M	36,650	−7,647	trim
418	LaFleur & Godfrey LLC	$8.9M	36,644	+2,278	add
419	Avantax Planning Partners, Inc.	$8.9M	36,587	−463	trim
420	Churchill Financial Advisors, LLC	$8.8M	36,248	+10,939	add
421	Kingsview Wealth Management, LLC	$8.7M	35,768	−2,473	trim
422	James Hambro & Partners LLP	$8.6M	35,686	−14,932	trim
423	ARS Investment Partners, LLC	$8.6M	35,550	+30,157	add
424	Mutual Advisors, LLC	$8.6M	35,546	+3,497	add
425	Focus Partners Advisor Solutions, LLC	$8.6M	35,368	+3,666	add
426	Berger Financial Group, Inc	$8.5M	35,157	−4,312	trim
427	SouthState Bank Corp	$8.5M	34,954	−1,108	trim
428	Carnegie Investment Counsel	$8.4M	34,840	−747	trim
429	SFE Investment Counsel	$8.4M	34,693	+574	add
430	Bedell Frazier Investment Counselling, LLC	$8.4M	34,627	+413	add
431	United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund	$8.4M	34,611	+720	add
432	Regal Investment Advisors LLC	$8.4M	34,581	+1,937	add
433	Stokes Capital Advisors, LLC	$8.3M	34,445	+13,606	add
434	ROMANO BROTHERS AND COMPANY	$8.3M	34,384	−188	trim
435	COURIER CAPITAL LLC	$8.3M	34,284	+935	add
436	Compound Planning, Inc.	$8.3M	34,238	+2	add
437	Alpha Omega Wealth Management LLC	$8.3M	34,227	−1,251	trim
438	SteelPeak Wealth, LLC	$8.3M	34,167	+28,063	add
439	Strategic Wealth Investment Group, LLC	$8.2M	33,911	+1,984	add
440	TOKIO MARINE ASSET MANAGEMENT CO LTD	$8.2M	33,718	+1,803	add
441	Essex Financial Services, Inc.	$8.2M	33,663	+141	add
442	Orion Porfolio Solutions, LLC	$8.1M	33,589	−13,416	trim
443	IQ EQ FUND MANAGEMENT (IRELAND) Ltd	$8.1M	33,246	−6,500	trim
444	Gotham Asset Management, LLC	$8.0M	33,052	+5,676	add
445	CLIFFORD SWAN INVESTMENT COUNSEL LLC	$8.0M	33,026	−168	trim
446	EASTERN BANK	$7.9M	32,599	−824	trim
447	KMG FIDUCIARY PARTNERS, LLC	$7.8M	32,208	+216	add
448	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	$7.8M	32,139	+125	add
449	SEAVIEW INVESTMENT MANAGERS LLC	$7.7M	31,866	+5,531	add
450	VectorGlobal IAG, Inc.	$7.7M	31,865	—	no prior
451	LEVEL FOUR ADVISORY SERVICES, LLC	$7.7M	31,847	+2,815	add
452	E Fund Management Co., Ltd.	$7.7M	31,807	—	no prior
453	Faithward Advisors, LLC	$7.7M	23,946	+7,699	add
454	Parallax Volatility Advisers, L.P.	$7.6M	31,535	−31,553	trim
455	IHT Wealth Management, LLC	$7.6M	31,385	+13,863	add
456	Dakota Wealth Management	$7.6M	31,339	−25,341	trim
457	Addenda Capital Inc.	$7.6M	31,300	0	no change
458	EVOLVE PRIVATE WEALTH, LLC	$7.6M	31,276	+1,238	add
459	Rodgers Brothers Inc.	$7.6M	31,204	+2,547	add
460	HOLDERNESS INVESTMENTS CO	$7.6M	31,194	+1,185	add
461	Cannell & Spears LLC	$7.5M	31,099	−1,989	trim
462	Sound View Wealth Advisors Group, LLC	$7.5M	31,062	−204	trim
463	Ameritas Investment Partners, Inc.	$7.5M	31,047	+2,567	add
464	Boston Partners	$7.5M	30,994	+30,994	new
465	MARATHON CAPITAL MANAGEMENT	$7.5M	30,948	−700	trim
466	VAN STRUM & TOWNE INC.	$7.5M	30,806	−210	trim
467	Empirical Finance, LLC	$7.4M	30,420	−33	trim
468	XML Financial, LLC	$7.4M	30,370	+864	add
469	Goelzer Investment Management, Inc.	$7.4M	30,331	+740	add
470	KWMG, LLC	$7.3M	30,197	+30,197	new
471	Vestmark Advisory Solutions, Inc.	$7.3M	30,171	+9,165	add
472	B. Riley Wealth Advisors, Inc.	$7.3M	30,619	−6,080	trim
473	SEARLE & CO.	$7.3M	29,948	+100	add
474	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$7.2M	29,909	+42	add
475	SageGuard Financial Group, LLC	$7.2M	29,865	−3,086	trim
476	Summit Trail Advisors, LLC	$7.2M	29,834	+7,190	add
477	SAGESPRING WEALTH PARTNERS, LLC	$7.2M	29,748	−341	trim
478	KING LUTHER CAPITAL MANAGEMENT CORP	$7.2M	29,691	−855	trim
479	BONNESS ENTERPRISES INC	$7.2M	29,564	0	no change
480	SIGNATUREFD, LLC	$7.2M	29,516	−770	trim
481	SCS Capital Management LLC	$7.1M	29,373	−826	trim
482	CANANDAIGUA NATIONAL CORP	$7.1M	29,244	—	no prior
483	Columbia Asset Management	$7.1M	29,244	−3,227	trim
484	Orange Investment Advisors, Inc.	$7.1M	29,194	−1,764	trim
485	MGO ONE SEVEN LLC	$7.1M	29,123	+643	add
486	Aspen Grove Capital, LLC	$7.0M	29,020	−30	trim
487	FACTORY MUTUAL INSURANCE CO	$7.0M	28,800	+1,100	add
488	KKM Financial LLC	$6.9M	23,396	0	no change
489	Catherine Avery Investment Management LLC	$6.9M	28,509	+10,187	add
490	Capital Investment Counsel, LLC	$6.9M	28,472	+1,279	add
491	NIA IMPACT ADVISORS, LLC	$6.9M	28,291	−2,089	trim
492	LEVIN CAPITAL STRATEGIES, L.P.	$6.8M	28,258	−8,484	trim
493	LS Investment Advisors, LLC	$6.8M	28,135	+22,139	add
494	TOTH FINANCIAL ADVISORY CORP	$6.8M	28,117	−374	trim
495	MONETA GROUP INVESTMENT ADVISORS LLC	$6.8M	27,950	+79	add
496	FLC Capital Advisors	$6.8M	27,856	−200	trim
497	MCDONALD PARTNERS LLC	$6.7M	27,824	+14,373	add
498	Dynamic Advisor Solutions LLC	$6.6M	27,248	+745	add
499	PRINCIPAL SECURITIES, INC.	$6.5M	26,967	+1,511	add
500	North Dakota State Investment Board	$6.5M	26,960	−4,949	trim

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · IBM

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 3 Gilbert Ray Cisneros, Jr. D–CA-31, Alan Armstrong R–OK, Lloyd Doggett D–TX-37 $18K–$95K
Sellers: 4 Josh Gottheimer D–NJ-5, Maria Elvira Salazar R–FL-27, Gilbert Ray Cisneros, Jr. D–CA-31, Matt Van Epps R–TN-7 $6K–$90K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 1 Gotham Asset Management $8.0M held
Trimming: 0 — $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · INTERNATIONAL BUSINESS MACHS

Merged timeline of congressional filings and notable-manager moves on IBM
Date	Who	Change	Size
2026-09-10	Gilbert Ray Cisneros, Jr. Congress	Purchase	$1K–$15K
2026-09-09	Maria Elvira Salazar Congress	Sale	$1K–$15K
2026-09-09	Maria Elvira Salazar Congress	Sale	$1K–$15K
2026-09-04	Gilbert Ray Cisneros, Jr. Congress	Sale	$1K–$15K
2026-08-10	Josh Gottheimer Congress	Sale	$1K–$15K
2026-08-10	Josh Gottheimer Congress	Sale	$1K–$15K
2026-07-21	Alan Armstrong Congress	Purchase	$1K–$15K
2026-07-06	Lloyd Doggett Congress	Purchase	$1K–$15K
2026-07-02	Gilbert Ray Cisneros, Jr. Congress	Purchase	$15K–$50K
2026-06-17	Matt Van Epps Congress	Sale	$1K–$15K
2026-05-15	Gotham Asset Management 13F	add	+5,676 sh

11 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

52 members of Congress disclosed IBM — the congressional view ↗