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Disclosery

IBM INTERNATIONAL BUSINESS MACHS

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COM (common), issuer CIK 51143

3,367 managers (3,414 13F filers) reported a position in IBM shares at 2025-06-30, 588,462,376 shares in all. 262 filers opened a position and 117 filers sold out during the quarter.

Managers
3,367
13F filers
3,414
New
262
Added
1,335
Reduced
1,277
Sold out
117
Shares held by filers
588,462,376

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Legal Advantage Investments, Inc.3,384$998K0.47%-5013F-HRTimeline
Vienna Powszechne Towarzystwo Emerytaln…3,369$993K0.62%-1,53113F-HRTimeline
WBH ADVISORY INC3,368$993K0.08%-37213F-HRTimeline
Financial Sense Advisors, Inc.3,367$993K0.24%+1413F-HRTimeline
Severin Investments, LLC3,364$992K0.93%-6213F-HRTimeline
First Western Trust Bank3,363$991K0.04%-23913F-HRTimeline
Holistic Financial Partners3,361$991K0.43%-5713F-HRTimeline
INVICTUS PRIVATE WEALTH, LLC3,358$990K0.07%-20413F-HRTimeline
LMG Wealth Partners, LLC3,357$990K0.2%+1413F-HRTimeline
Peachtree Investment Partners, LLC3,355$989K0.38%+1,14113F-HRTimeline
Gilbert & Cook, Inc.3,341$985K0.13%+15813F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA3,334$983K0.18%+513F-HRTimeline
Bluespring Wealth Management, LLC3,329$981K0.09%+813F-HRTimeline
WESTFIELD CAPITAL MANAGEMENT CO LP3,320$979K<0.01%013F-HRTimeline
Auxano Advisors, LLC3,319$978K0.23%-4613F-HRTimeline
COUNTRY TRUST BANK3,314$977K0.02%+60413F-HRTimeline
Indiana Trust & Investment Management Co3,313$977K0.32%+15313F-HRTimeline
Wealth Quarterback LLC3,313$977K0.46%-19413F-HRTimeline
BURLING WEALTH PARTNERS, LLC3,310$976K0.18%-14713F-HRTimeline
LaSalle St. Investment Advisors, LLC3,309$975K0.27%-2413F-HRTimeline
INVESTMENT PARTNERS, LTD.3,306$975K0.37%-42613F-HRTimeline
Graves Light Lenhart Wealth, Inc.3,305$974K0.12%+113F-HRTimeline
Obermeyer Wealth Partners3,303$974K0.05%+89513F-HRTimeline
Roof Eidam Maycock Peralta, LLC3,295$971K0.24%013F-HRTimeline
Northstar Advisory Group, LLC3,290$970K0.47%+73513F-HRTimeline
Aviance Capital Partners, LLC3,290$970K0.13%+58313F-HRTimeline
Sachetta, LLC3,286$969K0.38%-26013F-HRTimeline
CARDIFF PARK ADVISORS, LLC3,281$967K0.08%-1713F-HRTimeline
APPLETON PARTNERS INC/MA3,277$966K0.07%-22813F-HRTimeline
SYON CAPITAL LLC3,265$962K0.06%+37013F-HRTimeline
Fairfield Financial Advisors, LTD3,253$959K0.34%+1,58413F-HRTimeline
Smart Portfolios, LLC3,251$958K0.97%-6513F-HRTimeline
LVW Advisors, LLC3,251$958K0.11%+1,07213F-HRTimeline
Houlihan Financial Resource Group, Ltd.3,429$958K0.4%-6013F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…3,242$956K0.7%-10813F-HRTimelineGroup
VAUGHAN & Co SECURITIES, INC.3,234$953K0.55%+5313F-HRTimeline
EARNEST PARTNERS LLC3,225$951K<0.01%+30013F-HRTimeline
Eagle Bay Advisors LLC3,224$950K0.79%+113F-HRTimeline
SITTNER & NELSON, LLC3,220$949K0.38%013F-HRTimeline
Roundview Capital LLC3,219$949K0.06%+83113F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC3,213$947K0.22%013F-HR/ATimeline
Stamos Capital Partners, L.P.3,213$947K0.17%-22613F-HRTimeline
Curbstone Financial Management Corp3,208$946K0.19%-55213F-HRTimeline
HOWE & RUSLING INC3,204$945K0.07%-18613F-HRTimeline
Roth Financial Partners LLC3,200$943K0.34%013F-HRTimeline
Montz Harcus Wealth Management LLC3,193$941K0.45%-4713F-HRTimeline
SOMERVILLE KURT F3,192$941K0.16%-20013F-HRTimeline
STRATEGY ASSET MANAGERS LLC3,189$940K0.18%+33713F-HRTimeline
China Universal Asset Management Co., L…3,165$933K0.09%-1,97413F-HRTimeline
Allred Capital Management, LLC3,159$931K0.35%+1213F-HRTimeline
Visionary Wealth Advisors3,151$929K0.05%+48113F-HRTimeline
INSIGHT 2811, INC.3,150$929K0.44%-5313F-HRTimeline
FIRST UNITED BANK & TRUST3,149$928K0.32%-5513F-HRTimeline
Capital Markets Trading UK LLP3,149$928K1.05%+2,18713F-HRTimeline
MV CAPITAL MANAGEMENT, INC.3,141$926K0.1%013F-HRTimeline
Sandy Cove Advisors, LLC3,139$925K0.33%-713F-HRTimeline
Bouchey Financial Group, Ltd.3,127$922K0.08%+413F-HRTimeline
FORM Wealth Advisors, LLC3,126$922K0.11%013F-HRTimeline
Valpey Financial Services, LLC3,122$920K0.64%13F-HRTimeline
RIA Advisory Group LLC3,118$919K0.27%-3,12413F-HRTimeline
Reyes Financial Architecture, Inc.3,118$919K0.79%+10413F-HRTimeline
Dana Investment Advisors, Inc.3,108$916K0.03%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC3,107$916K0.07%+11013F-HRTimeline
Columbia Bank3,149$915K0.28%+46113F-HRTimeline
Persium Advisors, LLC3,101$914K0.76%-5913F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.3,100$914K0.39%-813F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC3,095$912K0.23%+63813F-HRTimeline
HARTLINE INVESTMENT CORP/3,090$911K0.1%-1,46813F-HRTimeline
SRN Advisors, LLC3,089$911K0.83%-3,38013F-HRTimeline
Nemes Rush Group LLC3,088$910K0.1%+17113F-HRTimeline
LifeGuide Financial Advisors, LLC3,087$910K0.34%013F-HRTimeline
Maple Capital Management, Inc.3,083$909K0.06%-1013F-HRTimeline
REIK & CO., LLC3,072$906K0.23%013F-HRTimeline
Intrua Financial, LLC3,072$905K0.13%-1613F-HRTimeline
LexAurum Advisors, LLC3,069$905K0.14%-1,59413F-HRTimeline
Yeomans Consulting Group, Inc.3,105$904K0.37%+10613F-HRTimeline
Jackson, Grant Investment Advisers, Inc.3,062$903K0.33%+413F-HRTimeline
Values Added Financial LLC3,055$901K0.44%+1,12913F-HRTimeline
CLARK ESTATES INC/NY3,055$901K0.2%013F-HRTimeline
Teamwork Financial Advisors, LLC3,055$900K0.11%+513F-HRTimeline
INFRASTRUCTURE CAPITAL ADVISORS, LLC3,041$896K0.11%+2,02113F-HRTimeline
One Capital Management, LLC3,040$896K0.03%-4313F-HRTimeline
Pasadena Private Wealth, LLC3,040$896K0.15%+41013F-HRTimeline
HBW ADVISORY SERVICES LLC3,040$896K0.11%-44013F-HRTimeline
HARBOR ADVISORY CORP /MA/3,036$895K0.29%013F-HRTimeline
First Affirmative Financial Network3,036$895K0.46%+12313F-HRTimeline
Tyler-Stone Wealth Management3,035$895K0.14%-113F-HRTimeline
Intellectus Partners, LLC3,032$894K0.19%013F-HRTimeline
Harbour Trust & Investment Management Co3,029$893K0.1%-1813F-HRTimeline
Bedel Financial Consulting, Inc.3,021$890K0.12%+213F-HRTimeline
Asset Management Group, Inc.3,019$890K0.16%+1813F-HRTimeline
Plante Moran Financial Advisors, LLC3,019$890K0.06%-94313F-HRTimeline
Relyea Zuckerberg Hanson LLC3,019$890K0.1%+77413F-HRTimeline
One Charles Private Wealth Services, LLC3,015$889K0.25%+17613F-HRTimeline
Center for Financial Planning, Inc.3,014$889K0.1%+9513F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…3,012$888K0.26%-67713F-HRTimeline
Drucker Wealth 3.0, LLC3,059$887K0.17%+92813F-HRTimeline
KELLY LAWRENCE W & ASSOCIATES INC/CA3,008$887K0.23%013F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC3,007$886K0.05%-43913F-HRTimeline
LVZ, Inc.3,003$885K0.11%013F-HRTimeline
Autumn Glory Partners, LLC2,998$884K0.41%013F-HRTimeline
BURNS J W & CO INC/NY2,996$883K0.11%-4513F-HRTimeline
Navis Wealth Advisors, LLC2,991$882K0.74%013F-HRTimeline
ESL Trust Services, LLC2,986$880K0.18%-3013F-HRTimeline
MCDANIEL TERRY & CO2,985$880K0.07%-1513F-HRTimeline
Stonebridge Financial Group, LLC2,985$880K0.09%+2313F-HRTimeline
FWG Holdings, LLC3,487$879K0.41%+13713F-HRTimeline
D'Orazio & Associates, Inc.2,977$877K0.12%+4313F-HRTimeline
WJ Wealth Management, LLC2,974$877K0.28%new13F-HRTimeline
E&G Advisors, LLC2,970$875K0.23%-20013F-HRTimeline
Signal Advisors Wealth, LLC2,964$874K0.07%+82813F-HRTimeline
Full Sail Capital, LLC2,962$873K0.05%-713F-HRTimeline
NWF Advisory Services Inc.2,960$872K0.1%-1413F-HRTimeline
Sound Financial Strategies Group, LLC2,955$871K0.74%+9613F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV2,943$868K0.18%-14013F-HRTimeline
Kathmere Capital Management, LLC2,939$866K0.07%+43713F-HRTimeline
PROFESSIONAL ADVISORY SERVICES INC2,933$865K0.12%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Piscataqua Savings Bank2,932$864K0.72%-46613F-HRTimeline
BEACON FINANCIAL GROUP2,931$864K0.09%-713F-HRTimeline
3Chopt Investment Partners, LLC2,929$863K0.21%+6913F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.2,928$863K0.23%-8613F-HRTimeline
Howard Capital Management Group, LLC2,916$860K0.06%013F-HRTimeline
Causey Wealth LLC2,912$858K0.44%-1113F-HRTimeline
McAdam, LLC2,911$858K0.05%+33913F-HRTimeline
BIP Wealth, LLC2,903$856K0.05%-32713F-HRTimeline
Pekin Hardy Strauss, Inc.2,903$856K0.1%-7513F-HRTimeline
PARADIGM CAPITAL MANAGEMENT INC/NY2,900$855K0.04%-1,40013F-HRTimeline
L.K. Benson & Company, P.C.2,900$855K0.53%013F-HRTimeline
DLK Investment Management, LLC2,894$853K0.32%013F-HRTimeline
HARVEY INVESTMENT CO LLC2,882$850K0.09%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.2,882$850K0.34%-313F-HRTimeline
COOPER/HAIMS ADVISORS, LLC2,879$849K0.42%+113F-HRTimeline
Pegasus Asset Management, Inc.2,877$848K0.29%+21013F-HRTimeline
Fortis Capital Management LLC2,869$846K0.13%+28913F-HRTimeline
Duncan Williams Asset Management, LLC2,868$845K0.27%-1213F-HR/ATimeline
SENTRY INVESTMENT MANAGEMENT LLC2,911$845K0.47%013F-HRTimeline
Bond & Devick Financial Network, Inc.2,865$845K0.28%013F-HRTimeline
WMG Financial Advisors, LLC2,865$845K0.31%+10013F-HRTimeline
BlueSky Wealth Advisors, LLC2,863$844K0.12%013F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP2,859$843K0.23%-41213F-HRTimelineGroup
Aberdeen Wealth Management LLC2,859$843K0.56%013F-HRTimeline
Tyche Wealth Partners LLC2,857$842K0.17%+4013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.2,853$840K0.02%+1,19713F-HRTimelineGroup
Citizens Business Bank2,846$839K0.16%-4713F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV2,842$838K0.36%013F-HRTimeline
Sand Hill Global Advisors, LLC2,840$837K0.03%-8713F-HRTimeline
Capital Advisors Wealth Management, LLC2,836$836K0.13%+33613F-HRTimeline
SAPIENT CAPITAL LLC2,834$835K0.01%-3513F-HRTimeline
Crescent Grove Advisors, LLC2,814$830K0.08%013F-HRTimeline
LIBRA WEALTH LLC2,812$829K0.27%+8013F-HRTimeline
Aprio Wealth Management, LLC2,809$828K0.09%+60613F-HRTimeline
TriaGen Wealth Management LLC2,805$827K0.25%+5913F-HRTimeline
BANTAMAC CAPITAL, LLC2,800$825K0.3%-32413F-HRTimeline
Cohen Investment Advisors LLC2,800$825K0.43%-17213F-HRTimeline
KELLEHER FINANCIAL ADVISORS2,800$825K0.29%+30013F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC2,793$823K0.07%-9713F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC2,790$822K0.08%+52113F-HRTimelineGroup
HIGHLAND CAPITAL MANAGEMENT, LLC2,789$822K0.04%013F-HRTimeline
NFSG Corp2,785$821K0.13%+68313F-HRTimeline
KG Capital Management2,809$821K0.24%+8313F-HRTimeline
JACKSON SQUARE CAPITAL, LLC2,782$820K0.18%new13F-HRTimeline
DAVIDSON TRUST CO2,765$815K0.38%-39713F-HRTimeline
ORG Partners LLC2,784$813K0.17%+9313F-HRTimeline
Circle Wealth Management, LLC2,759$813K0.02%-2913F-HRTimeline
Baron Financial Group, LLC2,756$812K0.48%+313F-HRTimeline
Town & Country Bank & Trust CO dba Firs…2,755$812K0.3%013F-HRTimeline
Optas, LLC2,750$811K0.15%+5413F-HRTimeline
MUFG Securities EMEA plc2,746$809K0.04%new13F-HR/ATimeline
Cromwell Holdings LLC2,744$809K0.49%013F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC2,742$808K0.07%-8513F-HRTimeline
Black Diamond Financial, LLC2,739$808K0.13%+3413F-HRTimeline
Saratoga Research & Investment Manageme…2,738$807K0.04%013F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC2,738$807K0.26%+24513F-HRTimeline
Aljian Capital Management, LLC2,730$805K0.18%+1113F-HRTimeline
VSM Wealth Advisory, LLC2,728$804K0.27%+3113F-HRTimeline
BARRETT & COMPANY, INC.2,726$803K0.3%+313F-HRTimeline
Lewis Asset Management, LLC2,714$800K0.38%-35813F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC2,714$800K0.61%+9713F-HRTimeline
Fort Point Capital Partners LLC2,706$798K0.08%+13713F-HRTimeline
Kiker Wealth Management, LLC2,703$797K0.45%+113F-HRTimeline
Tortoise Investment Management, LLC2,701$796K0.08%+113F-HRTimeline
Gryphon Financial Partners LLC2,700$796K0.1%+15513F-HRTimeline
EAGLE CAPITAL MANAGEMENT LLC2,700$796K<0.01%013F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC2,695$794K0.01%+62013F-HRTimelineGroup
Quintet Private Bank (Europe) S.A.2,695$794K0.05%-27313F-HRTimeline
SEEDS INVESTOR LLC2,691$793K0.19%+7513F-HRTimeline
Evanson Asset Management, LLC2,675$788K0.05%+14713F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC2,670$787K0.2%-3213F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY2,668$786K0.16%013F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC2,667$786K0.35%-6413F-HRTimeline
DOHENY ASSET MANAGEMENT /CA2,665$786K0.55%013F-HRTimeline
OAKWORTH CAPITAL, INC.2,665$786K0.05%013F-HRTimeline
Aventura Private Wealth, LLC2,663$785K0.34%+613F-HRTimeline
FourThought Financial Partners, LLC2,662$785K0.08%-8913F-HRTimeline
Wernau Asset Management Inc.2,656$783K0.89%-813F-HRTimeline
Cerro Pacific Wealth Advisors LLC2,654$782K0.22%+25713F-HRTimeline
Volterra Technologies LP2,653$782K1.06%13F-HRTimeline
Meadow Creek Wealth Advisors LLC2,652$782K0.53%+17713F-HRTimeline
SONATA CAPITAL GROUP INC2,650$781K0.31%-67013F-HRTimeline
Private Wealth Partners, LLC2,647$780K0.06%013F-HRTimeline