IBM International Business Machines Corporation
International Business Machines Corporation (IBM) Institutional Ownership
What the institutions did with IBM last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 149.9K | 27.1% |
| CapWealth Advisors, LLC | 129.8K | 23.4% |
| NEVILLE RODIE & SHAW INC | 69.4K | 12.5% |
| FIRST FINANCIAL BANK - TRUST DIVISION | 37.3K | 6.7% |
| EASTERN BANK | 32.7K | 5.9% |
| MassMutual Private Wealth & Trust, FSB | 20.2K | 3.6% |
| CX Institutional | 15.6K | 2.8% |
| CACTI ASSET MANAGEMENT LLC | 13.4K | 2.4% |
| PARK NATIONAL CORP /OH/ | 11.4K | 2.1% |
| TOMPKINS FINANCIAL CORP | 9.2K | 1.7% |
| Roxbury Financial LLC | 8.0K | 1.4% |
| Montecito Bank & Trust | 8.0K | 1.4% |
| ROCKLAND TRUST CO | 7.7K | 1.4% |
| Ridgewood Investments LLC | 5.1K | 0.9% |
| Planning Strategies Inc. | 5.0K | 0.9% |
| Olistico Wealth, LLC | 5.0K | 0.9% |
| Stonebridge Financial Group, LLC | 4.3K | 0.8% |
| Boltwood Capital Management | 2.5K | 0.5% |
| Rosenberg Matthew Hamilton | 2.2K | 0.4% |
| Global Wealth Strategies & Associates | 2.0K | 0.4% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 2.0K | 0.4% |
| Versant Capital Management, Inc | 1.9K | 0.3% |
| Coastline Trust Co | 1.9K | 0.3% |
| Hickory Point Bank & Trust | 1.6K | 0.3% |
| Marathon Mission, Inc. | 1.6K | 0.3% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| FIRST FINANCIAL BANK - TRUST DIVISION | Reduced | 45.9K | 37.3K | -8.6K |
| CapWealth Advisors, LLC | Increased | 124.4K | 129.8K | +5.4K |
| NEVILLE RODIE & SHAW INC | Reduced | 72.0K | 69.4K | -2.7K |
| Ridgewood Investments LLC | Increased | 2.8K | 5.1K | +2.3K |
| Central Pacific Bank - Trust Division | Reduced | 2.2K | 645 | -1.5K |
| Montecito Bank & Trust | Reduced | 9.5K | 8.0K | -1.5K |
| CX Institutional | Increased | 14.4K | 15.6K | +1.2K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | Increased | 149.0K | 149.9K | +902 |
| MassMutual Private Wealth & Trust, FSB | Reduced | 21.0K | 20.2K | -780 |
| Adelphi Trust Co | Sold Out | 734 | 0 | -734 |
| PRIVATE CLIENT SERVICES, LLC | Sold Out | 718 | 0 | -718 |
| Versant Capital Management, Inc | Reduced | 2.6K | 1.9K | -651 |
| Marathon Mission, Inc. | Reduced | 2.3K | 1.6K | -633 |
| TOMPKINS FINANCIAL CORP | Increased | 8.6K | 9.2K | +597 |
| ROCKLAND TRUST CO | Reduced | 8.2K | 7.7K | -456 |
| Olistico Wealth, LLC | Increased | 4.6K | 5.0K | +442 |
| PARK NATIONAL CORP /OH/ | Reduced | 11.7K | 11.4K | -260 |
| CACTI ASSET MANAGEMENT LLC | Reduced | 13.6K | 13.4K | -250 |
| Rosenberg Matthew Hamilton | Increased | 2.0K | 2.2K | +232 |
| Global Wealth Strategies & Associates | Increased | 1.8K | 2.0K | +194 |
| Stonebridge Financial Group, LLC | Increased | 4.1K | 4.3K | +180 |
| EASTERN BANK | Increased | 32.6K | 32.7K | +170 |
| Marotta Asset Management | Reduced | 1.5K | 1.4K | -148 |
| Heartwood Wealth Advisors LLC | Increased | 947 | 1.1K | +128 |
| Roxbury Financial LLC | Reduced | 8.1K | 8.0K | -89 |
| Boltwood Capital Management | Reduced | 2.6K | 2.5K | -66 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | Increased | 1.9K | 2.0K | +46 |
| DOLIVER ADVISORS, LP | Reduced | 1.0K | 1.0K | -25 |
| Planning Strategies Inc. | Reduced | 5.0K | 5.0K | -4 |
| Noble Wealth Management PBC | Reduced | 11 | 8 | -3 |
| BURKETT FINANCIAL SERVICES, LLC | Increased | 449 | 452 | +3 |
| GoalVest Advisory LLC | Reduced | 96 | 95 | -1 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.