INTERNATIONAL BUSINESS MACHS CORP COM

$IBM
13F holders
3,460
Net 13F flow · Q
Insider buys · 90d
0
Insider net · 90d
Congress · 90d
1trades
Convergence

Institutional holders

Top 10 of 3,460 · Source: 13F-HR
01
State Street
02
Axa S.a.
03
Strs Ohio
04
State Farm Mutual Automobile Insurance Co.
05
Gates Foundation Trust
06
Brightline Capital Management, LLC
07
Augustine Asset Management Inc.
08
US Bancorp De
09
ProShare Advisors LLC
10
Smh Capital Advisors Inc.

Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.

See all 3,460 13F holders · Pro →

Smart Money · top-200 alpha cohort

66 holders · Q1 2026
45 Top-Alpha Funds Initiate $IBM in Q1 2026

Forty-five of the 67 top-200 alpha managers holding $IBM in Q1 2026 are fresh initiations — a cohort-composition shift that makes the prior quarter's positioning almost structurally irrelevant. Knightsbridge Asset Management entered at 1.74% weight; Oak Grove Capital opened at 1.10%.

Among the 20 managers who held through from Q4 2025, the drift was uniformly downward. Cunning Capital Partners trimmed −0.33pp to 2.84%; Rokos Capital Management cut −0.45pp to 0.18%; TRUE Private Wealth Advisors delivered the sharpest reduction in the cohort, down −1.37pp to 0.15%. No manager in the held cohort added to their position. One manager, Principal Securities, exited entirely.

Cohort-average weight sits at 0.36%, ranging from 2.84% (Cunning Capital Partners; Seaview Investment Managers, also at 2.84%) down to near-zero. That average is pulled upward by a handful of concentrated holders; the median new initiation is well below 0.20%, suggesting breadth rather than conviction in the incoming positions. (Forty-five simultaneous initiations at sub-0.20% weights is less a rotation thesis than a filing-season coincidence.)

The structural read: existing holders are lightening, new entrants are arriving at token weights. The cohort is wider than it was, but not obviously deeper.

01
Knightsbridge Asset Management, LLC
1.74% NEW
α +24.2pts
02
Shufro Rose & Co. LLC
1.22% NEW
α +32.3pts
03
Oak Grove Capital LLC
1.10% NEW
α +23.3pts
04
Hamel Associates, Inc.
0.69% NEW
α +12.3pts
05
Capital Markets Trading UK LLP
0.67% held
α +19.5pts
06
R.m.sincerbeaux Capital Management LLC
0.65% held
α +14.2pts
07
Wincap Financial LLC
0.63% held
α +14.0pts
08
Stamos Capital Partners, L.P.
0.60% NEW
α +10.2pts
09
Greenwich Wealth Management LLC
0.58% held
α +12.7pts
10
Courier Capital LLC
0.47% NEW
α +14.9pts
11
Svb Wealth LLC
0.45% held
α +29.6pts
12
Cypress Capital Group
0.45% NEW
α +12.6pts
13
Long Island Wealth Management, Inc.
0.44% held
α +21.8pts
14
Certior Financial Group, LLC
0.40% held
α +11.1pts
15
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.38% NEW
α +27.5pts
16
Focused Wealth Management, Inc
0.38% NEW
α +19.2pts
17
MFA Wealth Services
0.37% NEW
α +16.2pts
18
Fiduciary Alliance LLC
0.36% held
α +16.8pts
19
Narus Financial Partners, LLC
0.36% held
α +11.1pts
20
Independent Solutions Wealth Management, LLC
0.35% NEW
α +19.1pts
21
Bradley Foster & Sargent INC
0.34% NEW
α +11.1pts
22
Hummer Financial Advisory Services Inc
0.33% NEW
α +53.0pts
23
Oribel Capital Management, LP
0.32% NEW
α +12.0pts
24
Erste Asset Management GmbH
0.31% NEW
α +33.4pts
25
Bolthouse Investments, LLC
0.31% NEW
α +13.6pts
26
Citigroup Inc.
0.27% NEW
α +26.3pts
27
New Age Alpha Advisors, LLC
0.24% held
α +10.8pts
28
Banco Santander, S.A.
0.22% held
α +12.6pts
29
Scopia Capital Management LP
0.22% NEW
α +10.2pts
30
Fulton Bank, N.a.
0.21% NEW
α +23.8pts
31
Endeavor Private Wealth, Inc.
0.21% held
α +13.5pts
32
Cacti Asset Management LLC
0.20% NEW
α +12.7pts
33
Vista Investment Partners LLC
0.19% held
α +10.8pts
34
Connor, Clark & Lunn Investment Management Ltd.
0.18% NEW
α +12.3pts
35
Rokos Capital Management LLP
0.18% held
α +12.2pts
36
Nisa Investment Advisors, LLC
0.17% held
α +16.6pts
37
Pittenger & Anderson Inc.
0.16% NEW
α +21.3pts
38
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
0.16% NEW
α +13.4pts
39
TRUE Private Wealth Advisors
0.15% ↓ 1.4pp
α +23.4pts
40
Sharpepoint LLC
0.15% held
α +11.4pts
41
Beverly Hills Private Wealth, LLC
0.14% NEW
α +10.4pts
42
Impact Partnership Wealth, LLC
0.14% NEW
α +10.3pts
43
Level Financial Advisors
0.14% NEW
α +30.9pts
44
Kieckhefer Group LLC
0.12% held
α +13.5pts
45
Banque Pictet & Cie SA
0.12% NEW
α +10.3pts
46
Aigen Investment Management, LP
0.12% NEW
α +50.5pts
47
Fruth Investment Management
0.11% held
α +79.5pts
48
RFG Advisory, LLC
0.10% NEW
α +16.2pts
49
Principal Securities, Inc.
0.10% held
α +21.3pts
50
Choate Investment Advisors
0.10% held
α +13.8pts
51
Venture Visionary Partners LLC
0.09% held
α +10.3pts
52
Retirement Investment Advisors, Inc.
0.09% held
α +16.2pts
53
New England Professional Planning Group Inc.
0.09% held
α +25.4pts
54
Walkner Condon Financial Advisors LLC
0.07% held
α +23.7pts
55
Costello Asset Management, INC
0.06% held
α +14.3pts
56
Corsicana & Co.
0.06% held
α +20.0pts
57
Linscomb Wealth, Inc.
0.05% held
α +32.6pts
58
GM Advisory Group, LLC
0.05% held
α +16.5pts
59
LM Advisors LLC
0.04% held
α +15.5pts
60
Euro Pacific Asset Management, LLC
0.03% held
α +72.3pts
61
ProVise Management Group, LLC
0.03% held
α +11.2pts
62
Wellington Management Group LLP
0.01% held
α +10.5pts
63
Johnson Financial Group, Inc.
0.01% held
α +14.7pts
64
Truepoint, Inc.
0.01% held
α +21.4pts
65
CV Advisors LLC
0.00% held
α +29.1pts
66
JTC Employer Solutions Trustee Ltd
0.00% held
α +22.6pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Insider activity · last 90 days

3 transactions · 2 filers
30 Jan 2026
Farr David N
▲ BOUGHT
1,000
$304.00
P
03 Mar 2025
Thomas Robert David
▼ SOLD
26,543
$253.01
S
28 Feb 2025
Farr David N
▲ BOUGHT
1,200
$249.00
P

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

47 disclosures · STOCK Act
House · New Jersey · Traded Apr 24
SOLD
$1K–$15K
May 20STOCK
House · Illinois · Traded Feb 17
SOLD
$1K–$15K
Mar 12STOCK
House · Illinois · Traded Feb 17
SOLD
$50K–$100K
Mar 12STOCK
House · Louisiana · Traded Feb 2
BOUGHT
$1K–$15K
Mar 12STOCK
House · California · Traded Feb 10
SOLD
$1K–$15K
Mar 9STOCK
House · Ohio · Traded Feb 26
SOLD
$15K–$50K
Mar 6STOCK
House · Ohio · Traded Feb 26
SOLD
$1K–$15K
Mar 6STOCK
House · Ohio · Traded Jan 8
BOUGHT
$15K–$50K
Jan 21STOCK
House · Ohio · Traded Jan 8
BOUGHT
$1K–$15K
Jan 21STOCK
House · Texas · Traded Dec 18
SOLD
$1K–$15K
Jan 15STOCK
See full $IBM Congress history →

Convergence · Pattern Engine ships in v1.1

30-day window
In development

Convergence detection for $IBM lands with the Pattern Engine.

Once the Pattern Engine ships, this section will surface every active convergence event involving $IBM — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.

Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 08:46 UTC.