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Disclosery

IBM INTERNATIONAL BUSINESS MACHS

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COM (common), issuer CIK 51143

3,221 managers (3,268 13F filers) reported a position in IBM shares at 2025-03-31, 586,368,351 shares in all. 251 filers opened a position and 121 filers sold out during the quarter.

Managers
3,221
13F filers
3,268
New
251
Added
1,251
Reduced
1,286
Sold out
121
Shares held by filers
586,368,351

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS3,377$840K0.03%+43613F-HRTimelineGroup
SMART Wealth LLC3,374$839K0.3%-20413F-HRTimeline
Auxano Advisors, LLC3,365$837K0.22%-7113F-HRTimeline
Strategic Investment Solutions, Inc. /IL3,355$834K0.24%+8213F-HRTimeline
Financial Sense Advisors, Inc.3,353$834K0.24%-20,21013F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.3,351$833K0.18%+1,10313F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…3,350$833K0.67%+38713F-HRTimelineGroup
Ridgewood Investments LLC3,348$833K0.39%-1,32513F-HRTimeline
LMG Wealth Partners, LLC3,343$831K0.19%-2613F-HRTimeline
LaSalle St. Investment Advisors, LLC3,333$828K0.2%new13F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA3,329$828K0.16%-313F-HRTimeline
Portfolio Design Labs, LLC3,324$827K0.17%-59313F-HRTimeline
SONATA CAPITAL GROUP INC3,320$826K0.36%-10013F-HRTimeline
Bluespring Wealth Management, LLC3,321$826K0.08%-9113F-HRTimeline
WESTFIELD CAPITAL MANAGEMENT CO LP3,320$826K<0.01%-47,32313F-HRTimeline
Smart Portfolios, LLC3,316$825K0.9%-13013F-HRTimeline
FORTEM FINANCIAL GROUP, LLC3,307$822K0.32%-51013F-HRTimeline
Graves Light Lenhart Wealth, Inc.3,304$822K0.1%+413F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp3,302$821K0.01%013F-HRTimelineGroup
CARDIFF PARK ADVISORS, LLC3,298$820K0.08%-4413F-HRTimeline
Roof Eidam Maycock Peralta, LLC3,295$819K0.22%-24013F-HRTimeline
Francis Financial, Inc.3,288$818K0.2%-4013F-HRTimeline
J.Safra Asset Management Corp3,286$817K0.07%+1,67813F-HR/ATimeline
Medallion Wealth Advisors, LLC3,259$816K0.37%-4513F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP3,271$813K0.23%-1,24313F-HRTimelineGroup
GRIES FINANCIAL LLC3,267$812K0.16%-52313F-HRTimeline
Wallace Advisory Group, LLC3,695$812K0.56%+313F-HRTimeline
Red Door Wealth Management, LLC3,267$812K0.12%-1,87413F-HRTimeline
Wealthstar Advisors, LLC3,254$809K0.37%+9713F-HRTimeline
Montz Harcus Wealth Management LLC3,240$806K0.44%+2413F-HRTimeline
BIP Wealth, LLC3,230$803K0.05%-9613F-HRTimeline
FWG Holdings, LLC3,350$802K0.39%+1,64313F-HRTimeline
Eagle Bay Advisors LLC3,223$801K0.68%-13313F-HRTimeline
OUTFITTERS FINANCIAL LLC3,222$801K0.72%013F-HRTimeline
SITTNER & NELSON, LLC3,220$801K0.34%+9513F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC3,213$799K0.2%013F-HR/ATimeline
FIRST UNITED BANK & TRUST3,204$797K0.3%-4413F-HRTimeline
INSIGHT 2811, INC.3,203$796K0.4%-22113F-HRTimeline
Roth Financial Partners LLC3,200$796K0.31%013F-HRTimeline
Gilbert & Cook, Inc.3,183$791K0.11%-65113F-HRTimeline
VAUGHAN & Co SECURITIES, INC.3,181$791K0.49%-96213F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV3,177$790K0.17%-1013F-HRTimeline
E&G Advisors, LLC3,170$788K0.22%+20013F-HRTimeline
DAVIDSON TRUST CO3,162$786K0.37%+17913F-HRTimeline
Indiana Trust & Investment Management Co3,160$786K0.28%+12013F-HRTimeline
Persium Advisors, LLC3,160$786K0.74%+7213F-HRTimeline
Allred Capital Management, LLC3,147$782K0.31%+313F-HRTimeline
Sandy Cove Advisors, LLC3,146$782K0.31%+12313F-HRTimeline
BEACH INVESTMENT COUNSEL INC/PA3,144$782K0.12%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.3,141$781K0.08%+913F-HRTimeline
Financial Advisors Network, Inc.3,132$779K0.13%-31413F-HRTimeline
FORM Wealth Advisors, LLC3,126$777K0.11%13F-HRTimeline
BANTAMAC CAPITAL, LLC3,124$777K0.37%+10513F-HRTimeline
Bouchey Financial Group, Ltd.3,123$776K0.07%-10513F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …3,123$776K0.11%-8613F-HRTimeline
Dana Investment Advisors, Inc.3,108$773K0.03%013F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.3,108$773K0.36%+1513F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.3,096$770K0.37%new13F-HRTimeline
Maple Capital Management, Inc.3,093$769K0.06%-20613F-HRTimeline
Intrua Financial, LLC3,088$768K0.12%+13813F-HRTimeline
LifeGuide Financial Advisors, LLC3,087$768K0.31%013F-HRTimeline
One Capital Management, LLC3,083$767K0.03%+28713F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV3,083$767K0.16%+69013F-HRTimeline
Lewis Asset Management, LLC3,072$764K0.63%-7113F-HRTimeline
REIK & CO., LLC3,072$764K0.18%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.3,058$760K0.29%-3913F-HRTimeline
CLARK ESTATES INC/NY3,055$760K0.16%013F-HRTimeline
HARMONY ASSET MANAGEMENT LLC3,054$759K0.32%013F-HRTimeline
Teamwork Financial Advisors, LLC3,050$759K0.1%-5713F-HRTimeline
Drake & Associates, LLC3,049$758K0.21%-213F-HRTimeline
EVOKE WEALTH, LLC3,047$758K0.02%+6513F-HRTimeline
Harbour Trust & Investment Management Co3,047$758K0.09%013F-HRTimeline
FSM Wealth Advisors, LLC3,045$757K0.17%+33813F-HRTimeline
BURNS J W & CO INC/NY3,041$756K0.1%-513F-HRTimeline
Tyler-Stone Wealth Management3,036$755K0.14%+2413F-HRTimeline
HARBOR ADVISORY CORP /MA/3,036$755K0.25%013F-HRTimeline
Intellectus Partners, LLC3,032$754K0.19%-1613F-HRTimeline
Bison Wealth, LLC3,079$752K0.07%+1,84413F-HRTimeline
Bedel Financial Consulting, Inc.3,019$752K0.11%+213F-HRTimeline
Opal Wealth Advisors, LLC3,022$751K0.23%+5813F-HRTimeline
ESL Trust Services, LLC3,016$750K0.17%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.3,014$749K0.22%+2513F-HRTimeline
Reyes Financial Architecture, Inc.3,014$749K0.55%-113F-HRTimeline
KELLY LAWRENCE W & ASSOCIATES INC/CA3,008$748K0.18%013F-HRTimeline
LVZ, Inc.3,003$747K0.1%-2313F-HRTimeline
Asset Management Group, Inc.3,001$746K0.14%+1,59913F-HRTimeline
MCDANIEL TERRY & CO3,000$746K0.07%+1013F-HRTimeline
Yeomans Consulting Group, Inc.2,999$746K0.29%+74713F-HRTimeline
SOA Wealth Advisors, LLC.2,999$746K0.16%+6013F-HRTimeline
Autumn Glory Partners, LLC2,998$745K0.37%-65513F-HRTimeline
Navis Wealth Advisors, LLC2,991$744K0.73%013F-HRTimeline
Callan Family Office, LLC2,983$742K0.06%-5,83913F-HRTimeline
Pekin Hardy Strauss, Inc.2,978$741K0.09%-10013F-HRTimeline
NWF Advisory Services Inc.2,974$739K0.1%+72013F-HRTimeline
Cohen Investment Advisors LLC2,972$739K0.43%+513F-HR/ATimeline
Curat Global, LLC2,971$739K0.9%13F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…2,970$739K0.15%013F-HRTimeline
Full Sail Capital, LLC2,969$738K0.05%-213F-HRTimeline
Quintet Private Bank (Europe) S.A.2,968$738K0.04%+72213F-HRTimeline
Stonebridge Financial Group, LLC2,962$737K0.08%-24813F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC2,953$734K0.63%+113F-HRTimelineGroup
Facet Wealth, Inc.2,937$732K0.02%+6413F-HRTimeline
BEACON FINANCIAL GROUP2,938$731K0.08%-12413F-HRTimeline
D'Orazio & Associates, Inc.2,934$730K0.11%+7513F-HRTimeline
PROFESSIONAL ADVISORY SERVICES INC2,933$729K0.1%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Sand Hill Global Advisors, LLC2,927$728K0.03%-28013F-HRTimeline
EARNEST PARTNERS LLC2,925$727K<0.01%-11713F-HRTimeline
Global X Japan Co., Ltd.2,925$727K0.08%+37413F-HRTimeline
Causey Wealth LLC2,923$727K0.41%013F-HRTimeline
Center for Financial Planning, Inc.2,919$726K0.09%-14213F-HRTimeline
Nemes Rush Group LLC2,917$725K0.09%+413F-HRTimeline
Howard Capital Management Group, LLC2,916$725K0.06%+3013F-HRTimeline
First Affirmative Financial Network2,913$724K0.44%-21013F-HRTimeline
L.K. Benson & Company, P.C.2,900$721K0.5%013F-HRTimeline
SYON CAPITAL LLC2,895$720K0.06%+90613F-HRTimeline
DLK Investment Management, LLC2,894$720K0.3%013F-HRTimeline
Citizens Business Bank2,893$719K0.16%+1,81013F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC2,890$719K0.06%+913F-HRTimeline
Wealthstream Advisors, Inc.2,887$718K0.13%+6413F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.2,885$717K0.3%-513F-HRTimeline
HARVEY INVESTMENT CO LLC2,882$717K0.08%013F-HRTimeline
Duncan Williams Asset Management, LLC2,880$716K0.26%+3513F-HRTimeline
COOPER/HAIMS ADVISORS, LLC2,878$716K0.39%-3413F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV2,869$713K0.11%013F-HRTimeline
SAPIENT CAPITAL LLC2,869$713K0.01%+3713F-HRTimeline
Bond & Devick Financial Network, Inc.2,865$712K0.26%-25013F-HRTimeline
Unique Wealth Strategies, LLC2,864$712K0.32%+17413F-HRTimeline
BlueSky Wealth Advisors, LLC2,863$712K0.11%-32313F-HRTimeline
3Chopt Investment Partners, LLC2,860$711K0.19%new13F-HRTimeline
Sound Financial Strategies Group, LLC2,859$711K0.63%-1,42913F-HRTimeline
Aberdeen Wealth Management LLC2,859$711K0.49%013F-HRTimeline
STRATEGY ASSET MANAGERS LLC2,852$709K0.15%new13F-HRTimeline
Clear Harbor Asset Management, LLC2,847$708K0.06%-613F-HRTimeline
Quantitative Investment Management, LLC2,847$707K0.07%-8,29513F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV2,842$707K0.32%+11713F-HRTimeline
One Charles Private Wealth Services, LLC2,839$706K0.23%013F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC2,827$703K0.07%-10113F-HRTimeline
Fortitude Family Office, LLC2,823$702K0.25%-2,97013F-HRTimeline
Tyche Wealth Partners LLC2,817$700K0.15%-24813F-HRTimeline
ANB BANK2,815$700K0.31%+6413F-HRTimeline
Crescent Grove Advisors, LLC2,814$700K0.07%013F-HRTimeline
Sawyer & Company, Inc2,792$694K0.28%-45213F-HRTimeline
Bullock Wealth Management Group2,772$694K0.39%-813F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC2,789$694K0.04%+50113F-HRTimeline
Circle Wealth Management, LLC2,788$693K0.02%new13F-HRTimeline
WMG Financial Advisors, LLC2,765$688K0.29%-23613F-HRTimeline
RATIONAL ADVISORS, INC.2,760$686K0.07%-1,59313F-HRTimeline
Town & Country Bank & Trust CO dba Firs…2,755$685K0.27%-10013F-HRTimeline
Baron Financial Group, LLC2,753$684K0.43%-59613F-HRTimeline
FourThought Financial Partners, LLC2,751$684K0.07%-2413F-HRTimeline
Horizon Wealth Management, LLC2,750$684K0.12%+22413F-HRTimeline
TriaGen Wealth Management LLC2,746$683K0.24%+12713F-HRTimeline
Cromwell Holdings LLC2,744$682K0.44%-7713F-HRTimeline
Sterling Investment Counsel, LLC2,741$682K0.23%+1,11813F-HRTimeline
Saratoga Research & Investment Manageme…2,738$681K0.04%013F-HRTimeline
LIBRA WEALTH LLC2,732$679K0.25%-1,00013F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC2,731$679K0.32%+113F-HRTimeline
CVA Family Office, LLC2,730$679K0.1%+61513F-HRTimeline
BARRETT & COMPANY, INC.2,723$677K0.29%+3013F-HRTimeline
Aljian Capital Management, LLC2,719$676K0.16%-3813F-HRTimeline
Advance Capital Management, Inc.2,716$675K0.03%+1,09613F-HRTimeline
COUNTRY TRUST BANK2,710$674K0.02%-313F-HR/ATimeline
ORG Partners LLC2,691$673K0.17%-7,58413F-HRTimeline
Aviance Capital Partners, LLC2,707$673K0.09%-11513F-HRTimeline
KG Capital Management2,726$673K0.22%-10213F-HRTimeline
Black Diamond Financial, LLC2,705$673K0.1%+113F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC2,702$672K0.18%-7913F-HRTimeline
Kiker Wealth Management, LLC2,702$672K0.46%-19913F-HRTimeline
Tortoise Investment Management, LLC2,700$671K0.07%-1213F-HR/ATimeline
EAGLE CAPITAL MANAGEMENT LLC2,700$671K<0.01%013F-HRTimeline
VSM Wealth Advisory, LLC2,697$671K0.24%+1,15913F-HRTimeline
Optas, LLC2,696$670K0.12%+10013F-HRTimeline
Boltwood Capital Management2,692$669K0.2%-9013F-HRTimeline
Columbia Bank2,688$668K0.23%+19613F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC2,686$668K0.05%-26313F-HRTimeline
Willis Johnson & Associates, Inc.2,682$667K0.05%+1713F-HRTimeline
Wayfinding Financial, LLC2,679$666K0.29%+3013F-HRTimeline
Visionary Wealth Advisors2,670$664K0.04%+10313F-HRTimeline
LGL PARTNERS, LLC2,668$663K0.32%new13F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY2,668$663K0.13%013F-HRTimeline
Pegasus Asset Management, Inc.2,667$663K0.27%013F-HRTimeline
DOHENY ASSET MANAGEMENT /CA2,665$663K0.52%+8013F-HRTimeline
OAKWORTH CAPITAL, INC.2,665$663K0.05%+37013F-HRTimeline
Wernau Asset Management Inc.2,664$662K0.69%013F-HRTimeline
Aventura Private Wealth, LLC2,657$661K0.35%+5613F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC2,997$659K0.05%013F-HRTimeline
Private Wealth Partners, LLC2,647$658K0.05%+4313F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC2,911$657K0.45%-87013F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC2,634$655K0.05%-1913F-HRTimeline
Pasadena Private Wealth, LLC2,630$654K0.13%+70213F-HRTimeline
Investment Advisory Group, LLC2,628$653K0.22%-2013F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC2,617$651K0.54%+2313F-HRTimeline
SEEDS INVESTOR LLC2,616$651K0.18%-40213F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP2,616$650K<0.01%+13513F-HRTimelineGroup
Commonwealth Financial Services, LLC2,598$646K0.13%+58213F-HRTimeline
Eldridge Investment Advisors, Inc.2,597$646K0.15%013F-HRTimeline
Amplius Wealth Advisors, LLC2,595$645K0.07%-16313F-HRTimeline
Glen Eagle Advisors, LLC2,587$643K0.11%-64913F-HRTimeline
Nadler Financial Group, Inc.2,583$642K0.07%+56813F-HRTimeline
Fortis Capital Management LLC2,580$642K0.12%new13F-HRTimeline