Public record / Tickers / IBM

IBM — INTERNATIONAL BUSINESS MACHINES CORP

Both disclosure regimes on one name: who in Congress filed about IBM, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
230
all PTR rows naming IBM
Members · 12m
11
16 buys · 17 sells · by trade date
Latest PTR
09-10
filed 2026-09-10
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Greg Gianforte · $250K–$500K

Sale · traded 2018-11-19 → filed 2018-12-11. Ranked over every IBM row by the provable lower bound, never a point estimate.

11 members · 16 buys / 17 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

26 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

54 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 54 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING IBM · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning IBM
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-10Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 08-18 +23d$1K–$15K
2026-09-09Maria Elvira Salazar R–FL-27Sale · partial (partial sale)Traded 08-24 +16d$1K–$15K
2026-09-09Maria Elvira Salazar R–FL-27Sale · partial (partial sale)Traded 08-24 +16d$1K–$15K
2026-09-04Gilbert Ray Cisneros, Jr. D–CA-31SaleTraded 07-17 LATE·49d$1K–$15K
2026-08-10Josh Gottheimer D–NJ-5Sale · JT (jointly owned)Traded 07-16 +25d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 230 ↗

Members active in IBM

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing IBM in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Gilbert Ray Cisneros, Jr. D–CA-3110−$96.0K to $128K2
David J. Taylor R–OH-24−$49.0K to $49.0K2
Maria Elvira Salazar R–FL-274$0 to $98.0K2
Josh Gottheimer D–NJ-53−$45.0K to −$3.0K2
Lloyd Doggett D–TX-373$3.0K to $45.0K3
Jonathan L. Jackson D–IL-12−$115K to −$51.0K2
Julia Letlow R–LA-52$2.0K to $30.0K2
Julie Johnson D–TX-322−$30.0K to −$2.0K4

11 members in the window; the 8 most active shown · counts of disclosures, not dollars.

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
DateWhoChangeSize
2026-09-10Gilbert Ray Cisneros, Jr. CongressPurchase$1K–$15K
2026-09-09Maria Elvira Salazar CongressSale$1K–$15K
2026-09-09Maria Elvira Salazar CongressSale$1K–$15K
2026-09-04Gilbert Ray Cisneros, Jr. CongressSale$1K–$15K
2026-08-10Josh Gottheimer CongressSale$1K–$15K
2026-08-10Josh Gottheimer CongressSale$1K–$15K
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-07-06Lloyd Doggett CongressPurchase$1K–$15K
2026-07-02Gilbert Ray Cisneros, Jr. CongressPurchase$15K–$50K
2026-06-17Matt Van Epps CongressSale$1K–$15K
2026-05-15Gotham Asset Management 13Fadd+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

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of IBM for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$18.8B1
2VANGUARD CAPITAL MANAGEMENT LLC$14.7B1
3STATE STREET CORP$13.2B1
4VANGUARD PORTFOLIO MANAGEMENT LLC$6.7B1
5GEODE CAPITAL MANAGEMENT, LLC$5.6B1
6MORGAN STANLEY$4.8B1
7JPMORGAN CHASE & CO$4.4B1
8Capital World Investors$4.1B1
9BANK OF AMERICA CORP /DE/$3.9B1
10NORTHERN TRUST CORP$2.5B1
11UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$1.8B1
12Bank of New York Mellon Corp$1.7B1
13Legal & General Group Plc$1.7B1
14CHARLES SCHWAB INVESTMENT MANAGEMENT INC$1.6B1
15VANGUARD FIDUCIARY TRUST CO$1.3B1
16FMR LLC$1.3B1
17DIMENSIONAL FUND ADVISORS LP$1.2B1
18AMERIPRISE FINANCIAL INC$1.2B1
19Amundi$1.2B1
20WELLS FARGO & COMPANY/MN$1.1B1
21Invesco Ltd.$1.0B1
22UBS Group AG$954M1
23ROYAL BANK OF CANADA$952M1
24DEUTSCHE BANK AG\$864M1
25Nuveen, LLC$814M1
26FIRST TRUST ADVISORS LP$807M1
27FRANKLIN RESOURCES INC$771M1
28VICTORY CAPITAL MANAGEMENT INC$731M1
29Swiss National Bank$665M1
30RAYMOND JAMES FINANCIAL INC$662M1
31STIFEL FINANCIAL CORP$649M1
32Capital Wealth Planning, LLC$642M1
33CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$601M1
34Sumitomo Mitsui Trust Group, Inc.$569M1
35BARCLAYS PLC$567M1
36National Pension Service$554M1
37Mitsubishi UFJ Asset Management Co., Ltd.$546M1
38HSBC HOLDINGS PLC$511M1
39Vanguard Global Advisers, LLC$494M1
40LPL Financial LLC$484M1
41AQR CAPITAL MANAGEMENT LLC$456M1
42CITIGROUP INC$452M1
43ALLIANCEBERNSTEIN L.P.$437M1
44VANGUARD ASSET MANAGEMENT, Ltd$425M1
45CANADA PENSION PLAN INVESTMENT BOARD$387M1
46HighTower Advisors, LLC$326M1
47VOYA INVESTMENT MANAGEMENT LLC$318M1
48BANK OF MONTREAL /CAN/$310M1
49Bank Julius Baer & Co. Ltd, Zurich$296M1
50Aberdeen Group plc$280M1
51NEW YORK STATE COMMON RETIREMENT FUND$278M1
52London & Capital Asset Management Ltd$270M1
53PRINCIPAL FINANCIAL GROUP INC$258M1
54ENVESTNET ASSET MANAGEMENT INC$257M1
55ADAGE CAPITAL PARTNERS GP, L.L.C.$227M1
56Swedbank AB$216M1
57SCHRODER INVESTMENT MANAGEMENT GROUP$213M1
58ProShare Advisors LLC$209M1
59MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$209M1
60MACKENZIE FINANCIAL CORP$207M1
61STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$198M1
62CIBC Bancorp USA Inc.$190M1
63Universal- Beteiligungs- und Servicegesellschaft mbH$185M1
64Pictet Asset Management Holding SA$184M1
65TD ASSET MANAGEMENT INC$171M1
66Retirement Systems of Alabama$162M1
67MANUFACTURERS LIFE INSURANCE COMPANY, THE$161M1
68ING GROEP NV$159M1
69DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$155M1
70JENNISON ASSOCIATES LLC$154M1
71TRUIST FINANCIAL CORP$154M1
72PRUDENTIAL FINANCIAL INC$153M1
73Rockefeller Capital Management L.P.$150M1
74HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$149M1
75COMMONWEALTH EQUITY SERVICES, LLC$146M1
76PFA Pension, Forsikringsaktieselskab$142M1
77Korea Investment CORP$141M1
78BNP Paribas Asset Management Holding S.A.$140M1
79WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$136M1
80Mariner, LLC$133M1
81Allianz Asset Management GmbH$132M1
82Asset Management One Co., Ltd.$131M1
83CREDIT AGRICOLE S A$128M1
84BLAIR WILLIAM & CO/IL$126M1
85US BANCORP \DE\$125M1
86Advisors Capital Management, LLC$124M1
87STATE OF WISCONSIN INVESTMENT BOARD$123M1
88AMERICAN CENTURY COMPANIES INC$122M1
89NOMURA ASSET MANAGEMENT CO LTD$121M1
90Creative Planning$121M1
91Epoch Investment Partners, Inc.$121M1
92Corient Private Wealth LLC$121M1
93Cetera Investment Advisers$117M1
94Chevy Chase Trust Holdings, LLC$116M1
95Robeco Institutional Asset Management B.V.$116M1
96Cerity Partners LLC$112M1
97D. E. Shaw & Co., Inc.$107M1
98Swiss Life Asset Management Ltd$107M1
99SEI INVESTMENTS CO$107M1
100ROYAL LONDON ASSET MANAGEMENT LTD$107M1
101FIFTH THIRD BANCORP$106M1
102Vanguard Investments Australia, Ltd.$106M1
103OSAIC HOLDINGS, INC.$101M1
104Eurizon Capital SGR S.p.A.$97.7M1
105TEACHER RETIREMENT SYSTEM OF TEXAS$96.6M1
106Focus Partners Wealth$95.4M1
107Altshuler Shaham Ltd$95.3M1
108NATIONAL BANK OF CANADA /FI/$95.2M1
109Ensign Peak Advisors, Inc$93.4M1
110Skandinaviska Enskilda Banken AB (publ)$93.3M1
111PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$92.6M1
112M&T BANK CORP$92.1M1
113Sumitomo Mitsui DS Asset Management Company, Ltd$91.9M1
114Baird Financial Group, Inc.$89.3M1
115CITADEL ADVISORS LLC$89.0M1
116ZACKS INVESTMENT MANAGEMENT$88.9M1
117Unisphere Establishment$88.5M1
118Quantinno Capital Management LP$87.3M1
119Clark Capital Management Group, Inc.$86.5M1
120MEYER HANDELMAN CO$85.9M1
121TCTC Holdings, LLC$85.7M1
122Zurcher Kantonalbank (Zurich Cantonalbank)$85.2M1
123Woodline Partners LP$82.6M1
124Connor, Clark & Lunn Investment Management Ltd.$79.6M1
125FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$79.3M1
126Resona Asset Management Co.,Ltd.$77.8M1
127State of New Jersey Common Pension Fund D$77.4M1
128CWM, LLC$75.5M1
129Janus Henderson Group Ltd.$73.4M1
130Vest Financial, LLC$72.9M1
131Lansforsakringar Fondforvaltning AB (publ)$72.5M1
132TORONTO DOMINION BANK$71.8M1
133Welch Group, LLC$71.5M1
134Allspring Global Investments Holdings, LLC$71.0M1
135MERCER GLOBAL ADVISORS INC /ADV$69.7M1
136Zurich Insurance Group Ltd/FI$69.6M1
137SUSQUEHANNA INTERNATIONAL GROUP, LLP$68.3M1
138BROWN ADVISORY INC$67.9M1
139Birch Hill Investment Advisors LLC$67.7M1
140Tredje AP-fonden$66.0M1
141AE Wealth Management LLC$65.4M1
142WELLINGTON MANAGEMENT GROUP LLP$64.5M1
143Sanctuary Advisors, LLC$64.1M1
144CIBC WORLD MARKET INC.$63.8M1
145SEB Asset Management AB$63.7M1
146CIBC Asset Management Inc$63.5M1
147MASSACHUSETTS FINANCIAL SERVICES CO /MA/$63.5M1
148Arizona State Retirement System$62.1M1
149Czech National Bank$61.7M1
150BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$60.6M1
151CAPITAL ADVISORS INC/OK$60.3M1
152&PARTNERS$59.8M1
153Daiwa Securities Group Inc.$59.4M1
154STATE OF MICHIGAN RETIREMENT SYSTEM$59.2M1
155Kestra Advisory Services, LLC$57.8M1
156UniSuper Management Pty Ltd$56.2M1
157J. Safra Sarasin Holding AG$56.1M1
158KEYBANK NATIONAL ASSOCIATION/OH$55.2M1
159Beacon Pointe Advisors, LLC$54.9M1
160NewEdge Wealth, LLC$54.2M1
161Vontobel Holding Ltd.$54.1M1
162Rafferty Asset Management, LLC$54.1M1
163Mirae Asset Global Investments Co., Ltd.$53.5M1
164Squarepoint Ops LLC$53.1M1
165COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$52.8M1
166Assenagon Asset Management S.A.$51.5M1
167Sequoia Financial Advisors, LLC$50.2M1
168NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$50.0M1
169BANK OF NOVA SCOTIA$49.9M1
170ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$48.7M1
171Tidal Investments LLC$47.9M1
172NewEdge Advisors, LLC$47.5M1
173MML INVESTORS SERVICES, LLC$46.3M1
174IFM Investors Pty Ltd$45.5M1
175Pinnacle Financial Partners, Inc.$44.1M1
176Americana Partners, LLC$43.3M1
177D.A. DAVIDSON & CO.$43.1M1
178XPONANCE LLC$42.1M1
179DAVENPORT & Co LLC$41.7M1
180Private Advisor Group, LLC$41.3M1
181PUBLIC SECTOR PENSION INVESTMENT BOARD$40.5M1
182Capital International, Inc./CA/$40.2M1
183O'SHAUGHNESSY ASSET MANAGEMENT, LLC$39.8M1
184OP Asset Management Ltd$39.6M1
185Man Group plc$39.4M1
186QRG CAPITAL MANAGEMENT, INC.$39.3M1
187OFI INVEST ASSET MANAGEMENT$38.8M1
188IMC-Chicago, LLC$38.5M1
189Advisors Asset Management, Inc.$38.4M1
190DONALDSON CAPITAL MANAGEMENT, LLC$38.3M1
191Glenview Trust Co$37.9M1
192CAPSTONE INVESTMENT ADVISORS, LLC$36.8M1
193USS Investment Management Ltd$36.8M1
194Utah Retirement Systems$36.7M1
195PINNACLE ASSOCIATES LTD$35.8M1
196COMMERCE BANK$35.4M1
197CONNING INC.$34.9M1
198Minneapolis Portfolio Management Group, LLC$34.4M1
199Drexel Morgan & Co.$33.9M1
200TODD ASSET MANAGEMENT LLC$33.8M1
201NISSAY ASSET MANAGEMENT CORP /JAPAN$33.6M1
202Cresset Asset Management, LLC$33.2M1
203Rakuten Investment Management, Inc.$32.9M1
204FIRST MANHATTAN CO. LLC.$32.9M1
205Allworth Financial LP$32.8M1
206NEOS Investment Management LLC$32.6M1
207Wealthfront Advisers LLC$32.5M1
208Empowered Funds, LLC$32.1M1
209Varma Mutual Pension Insurance Co$32.1M1
210NEW YORK LIFE INVESTMENT MANAGEMENT LLC$32.1M1
211Steward Partners Investment Advisory, LLC$32.1M1
212Qube Research & Technologies Ltd$32.0M1
213YOUSIF CAPITAL MANAGEMENT, LLC$31.8M1
214WESTWOOD HOLDINGS GROUP INC$31.8M1
215Crossmark Global Holdings, Inc.$31.8M1
216MILLENNIUM MANAGEMENT LLC$31.7M1
217BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$31.2M1
218Ethic Inc.$30.7M1
219Vanguard Personalized Indexing Management, LLC$30.5M1
220Calamos Advisors LLC$30.0M1
221Andra AP-fonden$29.8M1
222PRUDENTIAL PLC$29.7M1
223Railway Pension Investments Ltd$29.5M1
224ASR Vermogensbeheer N.V.$29.3M1
225FEDERATED HERMES, INC.$28.8M1
226Pathstone Holdings, LLC$28.7M1
227TD Waterhouse Canada Inc.$28.7M1
228CI INVESTMENTS INC.$28.6M1
229Van Hulzen Asset Management, LLC$27.9M1
230Curi Capital, LLC$27.8M1
231FUKOKU MUTUAL LIFE INSURANCE CO$27.8M1
232ADAPT Investment Managers SA$27.8M1
233LGT Group Foundation$27.8M1
234Banco Santander, S.A.$27.7M1
235Apollon Wealth Management, LLC$27.5M1
236INTECH INVESTMENT MANAGEMENT LLC$27.3M1
237GUGGENHEIM CAPITAL LLC$26.4M1
238DAYMARK WEALTH PARTNERS, LLC$26.2M1
239OREGON PUBLIC EMPLOYEES RETIREMENT FUND$25.9M1
240Walleye Capital LLC$25.6M1
241Kimelman & Baird, LLC$25.6M1
242Elo Mutual Pension Insurance Co$25.2M1
243GODSEY & GIBB, INC$24.9M1
244Equitable Holdings, Inc.$24.8M1
245PARSONS CAPITAL MANAGEMENT INC/RI$24.8M1
246JUPITER ASSET MANAGEMENT LTD$24.7M1
247GATEWAY INVESTMENT ADVISERS LLC$24.7M1
248Lido Advisors, LLC$24.7M1
249BRIDGEWAY CAPITAL MANAGEMENT, LLC$24.4M1
250Palisade Asset Management, LLC$24.2M1
251MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$24.1M1
252HANCOCK WHITNEY CORP$23.6M1
253CULLINAN ASSOCIATES INC$23.4M1
254EDMOND DE ROTHSCHILD HOLDING S.A.$23.2M1
255NORDEA INVESTMENT MANAGEMENT AB$23.1M1
256Candriam S.C.A.$23.1M1
257HB Wealth Management, LLC$22.8M1
258MACQUARIE GROUP LTD$22.4M1
259Investment Management Corp of Ontario$22.3M1
260Dai-ichi Life Insurance Company, Ltd$22.3M1
261NATIXIS$21.6M1
262Vident Advisory, LLC$21.5M1
263MAI Capital Management$21.1M1
264TOCQUEVILLE ASSET MANAGEMENT L.P.$21.0M1
265KESTRA PRIVATE WEALTH SERVICES, LLC$20.8M1
266Generali Asset Management SPA SGR$20.7M1
267OPPENHEIMER ASSET MANAGEMENT INC.$20.6M1
268Wilmington Savings Fund Society, FSB$20.2M1
269LBP AM SA$20.1M1
270BALDWIN WEALTH PARTNERS LLC/MA$20.0M1
271Concurrent Investment Advisors, LLC$19.5M1
2721832 Asset Management L.P.$19.5M1
273SCOTIA CAPITAL INC.$19.4M1
274BENJAMIN EDWARDS INC$19.2M1
275Illinois Municipal Retirement Fund$19.1M1
276GHP Investment Advisors, Inc.$19.1M1
277Federation des caisses Desjardins du Quebec$18.9M1
278TruWealth Advisors, LLC$18.8M1
279FOUNDATIONS INVESTMENT ADVISORS, LLC$18.8M1
280OPPENHEIMER & CO INC$18.8M1
281Moors & Cabot, Inc.$18.6M1
282ATALANTA SOSNOFF CAPITAL, LLC$18.1M1
283Generate Investment Management Ltd$18.1M1
284BAR HARBOR WEALTH MANAGEMENT$18.0M1
285HM PAYSON & CO$18.0M1
286Richard C. Young & CO., LTD.$17.9M1
287SHUFRO ROSE & CO LLC$17.9M1
288NorthCrest Asset Manangement, LLC$17.4M1
289NOMURA HOLDINGS INC$17.2M1
290RWA WEALTH PARTNERS, LLC$17.1M1
291Compagnie Lombard Odier SCmA$17.0M1
292BANQUE PICTET & CIE SA$16.8M1
293Bragg Financial Advisors, Inc$16.8M1
294FIDUCIARY TRUST CO$16.8M1
295Fisher Funds Management LTD$16.8M1
296Banque Cantonale Vaudoise$16.5M1
297Aptus Capital Advisors, LLC$16.5M1
298Verity & Verity, LLC$16.3M1
299STEPHENS INC /AR/$16.3M1
300LAZARD ASSET MANAGEMENT LLC$16.2M1
301KANAWHA CAPITAL MANAGEMENT LLC$16.2M1
302Atria Investments, Inc$16.1M1
303Kepler Cheuvreux (Suisse) SA$16.0M1
304Norinchukin Bank, The$15.7M1
305Danica Pension, Livsforsikringsaktieselskab$15.7M1
306OLD NATIONAL BANCORP /IN/$15.7M1
307ASSETMARK, INC$15.6M1
308Baker Avenue Asset Management, LP$15.6M1
309Foster Victor Wealth Advisors, LLC$15.6M1
310Metis Global Partners, LLC$15.6M1
311OMERS ADMINISTRATION Corp$15.4M1
312JANE STREET GROUP, LLC$15.3M1
313United Capital Management of KS, Inc.$15.3M1
314Evercore Wealth Management, LLC$15.2M1
315Capital Investment Advisors, LLC$15.2M1
316Laird Norton Wetherby Trust Company, LLC$15.1M1
317WATERS PARKERSON & CO., LLC$14.7M1
318Waverly Advisors, LLC$14.7M1
319Stratos Wealth Partners, LTD.$14.5M1
320Avanza Fonder AB$14.5M1
321Midwest Trust Co$14.5M1
322World Investment Advisors$14.3M1
323Principle Wealth Partners LLC$14.3M1
324TECTONIC ADVISORS LLC$14.1M1
325BEESE FULMER INVESTMENT MANAGEMENT, INC.$14.1M1
326Radnor Capital Management, LLC$14.0M1
327CITIZENS FINANCIAL GROUP INC/RI$14.0M1
328Biondo Investment Advisors, LLC$14.0M1
329Independent Advisor Alliance$13.9M1
330Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$13.8M1
331MIZUHO SECURITIES USA LLC$13.7M1
332Bryn Mawr Trust Advisors, LLC$13.5M1
333Channing Capital Management, LLC$13.4M1
334SKBA CAPITAL MANAGEMENT LLC$13.4M1
335UNITED CAPITAL FINANCIAL ADVISORS, LLC$13.4M1
336FLPUTNAM INVESTMENT MANAGEMENT CO$13.4M1
337American Assets Investment Management, LLC$13.3M1
338Sargent Investment Group, LLC$13.1M1
339INDEPENDENT FINANCIAL GROUP, LLC$13.0M1
340WELCH & FORBES LLC$13.0M1
341Oak Grove Capital LLC$12.8M1
342Merit Financial Group, LLC$12.5M1
343EP Wealth Advisors, LLC$12.5M1
344Genus Capital Management Inc.$12.5M1
345TRUSTMARK BANK TRUST DEPARTMENT$12.4M1
346SUMMIT SECURITIES GROUP LLC$12.4M1
347SHELTON CAPITAL MANAGEMENT$12.3M1
348Clearstead Advisors, LLC$12.2M1
349Bell Bank$12.2M1
350Vise Technologies, Inc.$12.2M1
351COLDSTREAM CAPITAL MANAGEMENT INC$12.2M1
352MIRAE ASSET SECURITIES (USA) INC.$12.1M1
353Cynosure Group, LLC$12.1M1
354ABN AMRO INVESTMENT SOLUTIONS$12.0M1
355Prospera Financial Services Inc$11.9M1
356GREENWOOD CAPITAL ASSOCIATES LLC$11.8M1
357Osmosis Investment Management UK Ltd$11.7M1
358Gradient Investments LLC$11.7M1
359LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$11.7M1
360REGIONS FINANCIAL CORP$11.7M1
361Savant Capital, LLC$11.6M1
362Badgley Phelps Wealth Managers, LLC$11.6M1
363CRAWFORD INVESTMENT COUNSEL INC$11.5M1
364NBT BANK, N.A.$11.5M1
365NewSquare Capital LLC$11.5M1
366AVITY INVESTMENT MANAGEMENT INC.$11.5M1
367Lombard Odier Asset Management (Switzerland) SA$11.4M1
368CHOREO, LLC$11.4M1
369Maryland State Retirement & Pension System$11.3M1
370Summit Financial, LLC$11.2M1
371GUYASUTA INVESTMENT ADVISORS INC$11.2M1
372Aquatic Capital Management LLC$11.1M1
373ALLIANZ SE$10.9M1
374Cardinal Capital Management$10.8M1
375FIRST NATIONAL TRUST CO$10.8M1
376AXXCESS WEALTH MANAGEMENT, LLC$10.7M1
377CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$10.7M1
378UMB Bank, n.a.$10.6M1
379Cornerstone Wealth Management, LLC$10.5M1
380Royal Fund Management, LLC$10.5M1
381ALERUS FINANCIAL NA$10.5M1
382PFG Investments, LLC$10.4M1
383Sigma Planning Corp$10.3M1
384Mediolanum International Funds Ltd$10.3M1
385CUTLER INVESTMENT COUNSEL LLC$10.3M1
386WealthTrust Axiom LLC$10.1M1
387ELEVATION POINT WEALTH PARTNERS, LLC$10.0M1
388CAPITOLIS LIQUID GLOBAL MARKETS LLC$10.0M1
389Bleakley Financial Group, LLC$9.9M1
390JOHNSON INVESTMENT COUNSEL INC$9.9M1
391NLB Skladi, upravljanje premozenja, d.o.o.$9.8M1
392Wealthspire Advisors, LLC$9.8M1
393ARS Wealth Advisors Group, LLC$9.8M1
394Y-Intercept (Hong Kong) Ltd$9.8M1
395FLOSSBACH VON STORCH SE$9.6M1
396FORBES J M & CO LLP$9.6M1
397CAISSE DES DEPOTS ET CONSIGNATIONS$9.5M1
398Shelter Mutual Insurance Co$9.3M1
399Emerald Investment Advisers, LLC$9.3M1
400Maytus Capital Management, LLC$9.3M1
401MUFG Securities EMEA plc$9.3M1
402EXCHANGE TRADED CONCEPTS, LLC$9.2M1
403ADVOCATE GROUP LLC$9.2M1
404FRANKLIN STREET ADVISORS INC /NC$9.2M1
405AG2R LA MONDIALE GESTION D'ACTIFS$9.1M1
406Forvis Mazars Wealth Advisors, LLC$9.1M1
407ANDERSON HOAGLAND & CO$9.1M1
408MONTGOMERY INVESTMENT MANAGEMENT INC$9.1M1
409Cherry Creek Investment Advisors, Inc.$9.1M1
410Sowell Financial Services LLC$9.1M1
411Cardinal Point Capital Management ULC$9.0M1
412DIVERSIFY WEALTH MANAGEMENT, LLC$9.0M1
413OneDigital Investment Advisors LLC$9.0M1
414Portland Global Advisors LLC$9.0M1
415VAN DEN BERG MANAGEMENT I, INC$9.0M1
416Snowden Capital Advisors LLC$8.9M1
417GREAT LAKES ADVISORS, LLC$8.9M1
418LaFleur & Godfrey LLC$8.9M1
419Avantax Planning Partners, Inc.$8.9M1
420Churchill Financial Advisors, LLC$8.8M1
421Kingsview Wealth Management, LLC$8.7M1
422James Hambro & Partners LLP$8.6M1
423ARS Investment Partners, LLC$8.6M1
424Mutual Advisors, LLC$8.6M1
425Focus Partners Advisor Solutions, LLC$8.6M1
426Berger Financial Group, Inc$8.5M1
427SouthState Bank Corp$8.5M1
428Carnegie Investment Counsel$8.4M1
429SFE Investment Counsel$8.4M1
430Bedell Frazier Investment Counselling, LLC$8.4M1
431United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$8.4M1
432Regal Investment Advisors LLC$8.4M1
433Stokes Capital Advisors, LLC$8.3M1
434ROMANO BROTHERS AND COMPANY$8.3M1
435COURIER CAPITAL LLC$8.3M1
436Compound Planning, Inc.$8.3M1
437Alpha Omega Wealth Management LLC$8.3M1
438SteelPeak Wealth, LLC$8.3M1
439Strategic Wealth Investment Group, LLC$8.2M1
440TOKIO MARINE ASSET MANAGEMENT CO LTD$8.2M1
441Essex Financial Services, Inc.$8.2M1
442Orion Porfolio Solutions, LLC$8.1M1
443IQ EQ FUND MANAGEMENT (IRELAND) Ltd$8.1M1
444Gotham Asset Management, LLC$8.0M1
445CLIFFORD SWAN INVESTMENT COUNSEL LLC$8.0M1
446EASTERN BANK$7.9M1
447KMG FIDUCIARY PARTNERS, LLC$7.8M1
448CONTRAVISORY INVESTMENT MANAGEMENT, INC.$7.8M1
449SEAVIEW INVESTMENT MANAGERS LLC$7.7M1
450VectorGlobal IAG, Inc.$7.7M1
451LEVEL FOUR ADVISORY SERVICES, LLC$7.7M1
452E Fund Management Co., Ltd.$7.7M1
453Faithward Advisors, LLC$7.7M1
454Parallax Volatility Advisers, L.P.$7.6M1
455IHT Wealth Management, LLC$7.6M1
456Dakota Wealth Management$7.6M1
457Addenda Capital Inc.$7.6M1
458EVOLVE PRIVATE WEALTH, LLC$7.6M1
459Rodgers Brothers Inc.$7.6M1
460HOLDERNESS INVESTMENTS CO$7.6M1
461Cannell & Spears LLC$7.5M1
462Sound View Wealth Advisors Group, LLC$7.5M1
463Ameritas Investment Partners, Inc.$7.5M1
464Boston Partners$7.5M1
465MARATHON CAPITAL MANAGEMENT$7.5M1
466VAN STRUM & TOWNE INC.$7.5M1
467Empirical Finance, LLC$7.4M1
468XML Financial, LLC$7.4M1
469Goelzer Investment Management, Inc.$7.4M1
470KWMG, LLC$7.3M1
471Vestmark Advisory Solutions, Inc.$7.3M1
472B. Riley Wealth Advisors, Inc.$7.3M1
473SEARLE & CO.$7.3M1
474NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$7.2M1
475SageGuard Financial Group, LLC$7.2M1
476Summit Trail Advisors, LLC$7.2M1
477SAGESPRING WEALTH PARTNERS, LLC$7.2M1
478KING LUTHER CAPITAL MANAGEMENT CORP$7.2M1
479BONNESS ENTERPRISES INC$7.2M1
480SIGNATUREFD, LLC$7.2M1
481SCS Capital Management LLC$7.1M1
482CANANDAIGUA NATIONAL CORP$7.1M1
483Columbia Asset Management$7.1M1
484Orange Investment Advisors, Inc.$7.1M1
485MGO ONE SEVEN LLC$7.1M1
486Aspen Grove Capital, LLC$7.0M1
487FACTORY MUTUAL INSURANCE CO$7.0M1
488KKM Financial LLC$6.9M1
489Catherine Avery Investment Management LLC$6.9M1
490Capital Investment Counsel, LLC$6.9M1
491NIA IMPACT ADVISORS, LLC$6.9M1
492LEVIN CAPITAL STRATEGIES, L.P.$6.8M1
493LS Investment Advisors, LLC$6.8M1
494TOTH FINANCIAL ADVISORY CORP$6.8M1
495MONETA GROUP INVESTMENT ADVISORS LLC$6.8M1
496FLC Capital Advisors$6.8M1
497MCDONALD PARTNERS LLC$6.7M1
498Dynamic Advisor Solutions LLC$6.6M1
499PRINCIPAL SECURITIES, INC.$6.5M1
500North Dakota State Investment Board$6.5M1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)16 buy / 17 sell
Congress net ($ bound)−$394K to $293K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on IBM

RETAINED WINDOW · ACTIVE HITS
Signal hits naming IBM
KindRuleHits
COMMITTEEa disclosed trade in an issuer whose sector falls within a committee the member sat on as of the trade date (versioned mapping; membership dated) — context only: no legal, ethical, or causal conflict is established or implied3 hits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against2 hits

Every rule, with its definition →

Planned modules for IBM · financials and macro

Financials — as filed PLANNED

IBM's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: IBM on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing