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Disclosery

IBM INTERNATIONAL BUSINESS MACHS

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COM (common), issuer CIK 51143

3,658 managers (3,711 13F filers) reported a position in IBM shares at 2025-12-31, 598,988,271 shares in all. 192 filers opened a position and 116 filers sold out during the quarter.

Managers
3,658
13F filers
3,711
New
192
Added
1,453
Reduced
1,288
Sold out
116
Shares held by filers
598,988,271

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Legacy Wealth Asset Management, LLC3,875$1.15M0.28%-6213F-HRTimeline
Ethos Financial Group, LLC3,874$1.15M0.08%-29713F-HRTimeline
Johnson & White Wealth Management, LLC3,863$1.14M0.5%-313F-HRTimeline
Montis Financial, LLC3,847$1.14M0.23%+113F-HRTimeline
Fortis Capital Management LLC3,846$1.14M0.15%+40013F-HRTimeline
Southeast Asset Advisors, LLC3,844$1.14M0.11%-113F-HRTimeline
Lafayette Investments, Inc.3,842$1.14M0.22%013F-HRTimeline
IMZ Advisory Inc3,837$1.14M0.42%+113F-HRTimeline
Roundview Capital LLC3,837$1.14M0.07%+52413F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.3,821$1.13M0.02%+1,01613F-HRTimelineGroup
Aviance Capital Partners, LLC3,813$1.13M0.13%013F-HRTimeline
Berkeley Capital Partners, LLC3,812$1.13M0.27%-88613F-HRTimeline
SmartHarvest Portfolios, LLC3,795$1.12M0.39%13F-HRTimeline
Retirement Planning Co of New England, …3,794$1.12M0.45%-4413F-HRTimeline
Plante Moran Financial Advisors, LLC3,786$1.12M0.07%+81413F-HRTimeline
2UniFi Bank3,786$1.12M0.53%+87913F-HRTimeline
SHP Wealth Management3,782$1.12M0.09%13F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA3,781$1.12M0.19%+46613F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC3,777$1.12M0.48%+31513F-HRTimeline
KEYNOTE FINANCIAL SERVICES LLC3,776$1.12M0.63%-1013F-HRTimeline
GeoWealth Management, LLC3,769$1.12M0.04%-5613F-HRTimeline
Heritage Wealth Advisors3,766$1.12M0.04%+4113F-HRTimeline
Town & Country Bank & Trust CO dba Firs…3,765$1.12M0.37%+1,11013F-HRTimeline
KFA Private Wealth Group, LLC3,765$1.12M0.27%+3213F-HRTimeline
Cornerstone Advisory, LLC3,764$1.11M0.11%-6413F-HRTimeline
Palacios Wealth Management, LLC3,761$1.11M0.85%-76113F-HRTimeline
DF DENT & CO INC3,757$1.11M0.02%-22013F-HRTimeline
Retirement Investment Advisors, Inc.3,750$1.11M0.09%013F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC3,749$1.11M0.09%-17013F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…3,747$1.11M0.18%013F-HRTimeline
Northstar Advisory Group, LLC3,746$1.11M0.39%+2813F-HRTimeline
Veracity Capital LLC3,742$1.11M0.33%+7713F-HRTimeline
DUTCH ASSET Corp3,737$1.11M0.85%13F-HRTimeline
Fort Point Capital Partners LLC3,715$1.11M0.13%+1,10813F-HRTimeline
Torrey Growth & Income Advisors3,730$1.1M0.38%-20013F-HRTimeline
Sompo Asset Management Co., Ltd.3,720$1.1M0.19%-56013F-HRTimeline
Greenfield Savings Bank3,711$1.1M0.46%+15613F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC3,710$1.1M0.01%-7813F-HRTimeline
McGlone Suttner Wealth Management, Inc.3,706$1.1M0.15%+14813F-HRTimeline
Financial Planning Hawaii, Inc.3,697$1.1M0.63%13F-HRTimeline
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC3,696$1.09M0.18%013F-HRTimeline
Delaney Capital Management Ltd.3,696$1.09M0.18%13F-HRTimeline
Truvestments Capital LLC3,696$1.09M0.2%-4513F-HRTimeline
WINCAP FINANCIAL LLC3,695$1.09M0.75%-2813F-HRTimeline
Boit C F David3,584$1.09M0.47%013F-HRTimeline
Curbstone Financial Management Corp3,678$1.09M0.21%+7013F-HRTimeline
Golden Reserve Retirement LLC3,674$1.09M0.2%new13F-HRTimeline
Financial Advisors Network, Inc.3,671$1.09M0.15%-3913F-HRTimeline
Obermeyer Wealth Partners3,665$1.09M0.05%+18713F-HRTimeline
Gladius Capital Management LP3,663$1.09M1.34%+1,23513F-HRTimeline
CHATHAM CAPITAL GROUP, INC.3,653$1.08M0.15%013F-HRTimeline
GWN SECURITIES INC.3,643$1.08M0.22%+41513F-HRTimeline
LaSalle St. Investment Advisors, LLC3,643$1.08M0.17%+24713F-HRTimeline
MTM Investment Management, LLC3,634$1.08M0.34%-5713F-HRTimeline
MAIRS & POWER INC3,627$1.07M0.01%-7613F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC3,623$1.07M0.18%13F-HRTimeline
Northside Capital Management, LLC3,618$1.07M0.09%013F-HRTimeline
SOA Wealth Advisors, LLC.3,616$1.07M0.18%-5513F-HRTimeline
SYON CAPITAL LLC3,612$1.07M0.05%+25913F-HRTimeline
REBALANCE, LLC3,610$1.07M0.06%013F-HRTimeline
Prasad Wealth Partners, LLC3,604$1.07M0.28%+3513F-HRTimeline
WIMMER ASSOCIATES 1, LLC3,603$1.07M0.5%-4513F-HRTimeline
Shum Financial Group, Inc.3,601$1.07M0.77%+2713F-HRTimeline
Medallion Wealth Advisors, LLC3,594$1.07M0.36%+7713F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd3,595$1.06M0.39%-96013F-HRTimelineGroup
Abacus Planning Group, Inc.3,590$1.06M0.14%+12513F-HRTimeline
Leelyn Smith, LLC3,590$1.06M0.15%+613F-HRTimeline
EADS & HEALD WEALTH MANAGEMENT3,579$1.06M0.51%+1,68713F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC3,571$1.06M0.06%+26913F-HRTimeline
Jackson, Grant Investment Advisers, Inc.3,568$1.06M0.35%+20313F-HRTimeline
Howard Capital Management Group, LLC3,566$1.06M0.07%013F-HRTimeline
Clark Asset Management, LLC3,566$1.06M0.11%+2413F-HRTimeline
Grove Street Fiduciary, LLC3,554$1.05M0.44%013F-HRTimeline
Institute for Wealth Management, LLC.3,546$1.05M0.11%-2513F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.3,540$1.05M0.4%+43913F-HRTimeline
BOSTON FAMILY OFFICE LLC3,530$1.05M0.07%-10013F-HRTimeline
Magnus Financial Group LLC3,531$1.05M0.08%+2113F-HRTimeline
Goldstone Financial Group, LLC3,530$1.05M0.12%+20613F-HRTimeline
Blossom Wealth Management3,528$1.05M1.72%-20913F-HRTimeline
Nicholas Wealth, LLC.3,528$1.05M0.71%+39913F-HR/ATimeline
Beverly Hills Private Wealth, LLC3,528$1.04M0.18%-10413F-HR/ATimeline
Capital Investment Counsel, Inc3,517$1.04M0.12%-8513F-HRTimeline
Wellspring Financial Advisors, LLC3,482$1.04M0.08%+2,71413F-HRTimeline
VALLEY NATIONAL ADVISERS INC3,514$1.04M0.14%-1213F-HRTimeline
Indiana Trust & Investment Management Co3,510$1.04M0.31%+20013F-HRTimeline
Francis Financial, Inc.3,505$1.04M0.2%+1613F-HRTimeline
Baader Bank Aktiengesellschaft3,803$1.04M0.09%-21,99813F-HRTimeline
VISTA CAPITAL PARTNERS, INC.3,486$1.03M0.1%+1,25513F-HRTimeline
MITCHELL SINKLER & STARR/PA3,485$1.03M0.47%013F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…3,485$1.03M0.26%+7013F-HRTimeline
Navis Wealth Advisors, LLC3,483$1.03M0.44%+3613F-HRTimeline
Cordgrass Capital Advisors, LLC3,479$1.03M0.25%-5613F-HRTimeline
STRATEGY ASSET MANAGERS LLC3,473$1.03M0.17%+15813F-HRTimeline
Warwick Investment Management, Inc.3,471$1.03M0.16%-4913F-HRTimeline
Triad Wealth Partners, LLC3,468$1.03M0.1%+50213F-HRTimeline
ORG Partners LLC3,464$1.03M0.18%+70513F-HRTimeline
LMG Wealth Partners, LLC3,464$1.03M0.19%+7213F-HRTimeline
First Command Advisory Services, Inc.3,459$1.02M0.01%+3613F-HRTimeline
New Hampshire Trust3,456$1.02M0.2%-7113F-HRTimeline
Gilbert & Cook, Inc.3,453$1.02M0.13%+313F-HRTimeline
Revisor Wealth Management LLC3,482$1.02M0.27%-6413F-HRTimeline
Houlihan Financial Resource Group, Ltd.3,399$1.02M0.39%+2,12213F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV3,433$1.02M0.13%+4513F-HRTimeline
Weil Company, Inc.3,431$1.02M0.23%-19913F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …3,428$1.02M0.05%+26713F-HRTimelineGroup
KG Capital Management3,450$1.01M0.26%-69913F-HRTimeline
Holistic Financial Partners3,423$1.01M0.37%+5213F-HRTimeline
Quadcap Wealth Management, LLC3,419$1.01M0.12%-27013F-HRTimeline
Hemenway Trust Co LLC3,415$1.01M0.08%-3013F-HRTimeline
Port Capital LLC3,414$1.01M0.04%-2713F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…3,410$1.01M0.61%+6713F-HRTimelineGroup
Creekside Partners3,405$1.01M0.43%+413F-HRTimeline
Enterprise Financial Services Corpin group Enterprise Financial Services…3,402$1.01M0.51%-913F-HRTimelineGroup
UPTICK PARTNERS, LLC3,402$1.01M0.21%+74413F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…3,401$1.01M0.32%-6013F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC3,400$1.01M0.34%-15013F-HRTimeline
Alliance Private Wealth, LLC3,413$1M0.35%13F-HRTimeline
Legal Advantage Investments, Inc.3,384$1M0.46%013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.3,382$1M0.11%+22613F-HRTimeline
Financial Sense Advisors, Inc.3,379$1M0.19%-313F-HRTimeline
Thomasville National Bank3,376$1M0.06%-2913F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…3,375$1000K0.08%-14813F-HRTimeline
CWC Advisors, LLC.3,371$999K0.48%+4913F-HRTimeline
Clear Harbor Asset Management, LLC3,370$998K0.07%+52313F-HRTimeline
Voleon Capital Management LP3,369$998K0.02%-6,28113F-HRTimeline
Stonebridge Financial Group, LLC3,366$997K0.09%+11313F-HRTimeline
Manske Wealth Management3,361$996K0.29%-12813F-HRTimeline
Legacy Trust3,354$993K0.19%-5513F-HRTimeline
Persium Advisors, LLC3,346$991K0.72%+9713F-HRTimeline
Frisch Financial Group, Inc.3,345$991K0.22%-68813F-HRTimeline
SEVEN MILE ADVISORY3,344$991K0.17%+23413F-HRTimeline
Tripletail Wealth Management, LLC3,325$985K1.25%+72113F-HRTimeline
First Western Trust Bank3,323$984K0.05%+413F-HRTimeline
WESTFIELD CAPITAL MANAGEMENT CO LP3,320$983K<0.01%013F-HRTimeline
INVESTMENT PARTNERS, LTD.3,299$977K0.34%+2913F-HRTimeline
DAVIDSON TRUST CO3,298$977K0.41%+8513F-HRTimeline
Quintet Private Bank (Europe) S.A.3,297$977K0.06%+60213F-HRTimeline
Selective Wealth Management, Inc.3,277$976K0.3%-1,34613F-HRTimeline
DT Investment Partners, LLC3,295$976K0.08%-37013F-HRTimeline
Roof Eidam Maycock Peralta, LLC3,295$976K0.22%013F-HRTimeline
Geometric Wealth Advisors3,295$976K0.13%-19813F-HRTimeline
Bluespring Wealth Management, LLC3,286$973K0.08%-2513F-HRTimeline
KFG WEALTH MANAGEMENT, LLC3,281$972K0.13%+2,40613F-HRTimeline
Sandy Cove Advisors, LLC3,271$969K0.29%+10713F-HRTimeline
CARDIFF PARK ADVISORS, LLC3,268$968K0.08%013F-HRTimeline
RM Financial Services, LLC3,265$967K0.86%13F-HRTimeline
PeakShares LLC3,264$967K0.94%13F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC3,260$966K0.22%013F-HR/ATimeline
WBH ADVISORY INC3,253$963K0.07%-4013F-HRTimeline
Kendall Capital Management3,245$961K0.2%-21913F-HRTimeline
Balboa Wealth Partners3,241$960K0.16%+39613F-HRTimeline
INVICTUS PRIVATE WEALTH, LLC3,240$960K0.06%-6613F-HRTimeline
Graves Light Lenhart Wealth, Inc.3,239$959K0.1%-6713F-HRTimeline
CLG LLC3,229$957K0.24%+1613F-HRTimeline
Family Manage LLC3,221$954K0.12%+74813F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…3,217$953K0.04%-81313F-HR/ATimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp3,210$951K0.01%013F-HRTimelineGroup
MCF Advisors LLC3,204$949K0.05%+77413F-HRTimeline
Bedel Financial Consulting, Inc.3,201$948K0.1%+113F-HRTimeline
SONATA CAPITAL GROUP INC3,200$948K0.34%+75013F-HRTimeline
Roth Financial Partners LLC3,200$948K0.31%013F-HRTimeline
Triangle Securities Wealth Management3,273$946K0.2%+1,60313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Maple Capital Management, Inc.3,181$942K0.06%-2413F-HRTimeline
Optas, LLC3,180$942K0.15%+12213F-HRTimeline
Ellenbecker Investment Group3,175$941K0.13%+713F-HRTimeline
Eagle Bay Advisors LLC3,172$939K0.69%-413F-HRTimeline
WealthSpring Partners, LLC3,171$939K0.96%13F-HRTimeline
Orion Capital Management LLC3,169$939K0.32%-2513F-HRTimeline
Center for Financial Planning, Inc.3,165$938K0.1%+15113F-HRTimeline
HBW ADVISORY SERVICES LLC3,165$937K0.1%+11513F-HRTimeline
Tempo Wealth, LLC3,157$935K0.17%13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.3,156$935K0.09%+813F-HRTimeline
DLK Investment Management, LLC3,150$933K0.35%013F-HRTimeline
One Capital Management, LLC3,149$933K0.03%+8013F-HRTimeline
Petros Family Wealth, LLC3,145$931K0.62%-1,13613F-HRTimeline
COUNTRY TRUST BANK3,142$931K0.02%-18113F-HRTimeline
Peak Asset Management, LLC3,142$931K0.16%-18113F-HRTimeline
VAUGHAN & Co SECURITIES, INC.3,141$930K0.48%-22013F-HRTimeline
DARA CAPITAL US, INC.3,137$929K0.82%13F-HRTimeline
Schiavi & Co LLC12,373$928K0.3%+11,02213F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC3,128$927K0.06%+213F-HRTimeline
Legacy Financial Strategies, LLC3,127$926K0.16%+23013F-HRTimeline
Montz Harcus Wealth Management LLC3,124$925K0.38%-46213F-HRTimeline
Abel Hall, LLC3,120$924K0.22%+1,82813F-HRTimeline
Kathmere Capital Management, LLC3,120$924K0.06%+16913F-HRTimeline
Allred Capital Management, LLC3,118$924K0.33%-6913F-HRTimeline
BURLING WEALTH PARTNERS, LLC3,116$923K0.14%-3313F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC3,116$923K0.06%+3913F-HRTimeline
1620 INVESTMENT ADVISORS, INC.3,109$921K0.61%-2113F-HRTimeline
Nemes Rush Group LLC3,105$920K0.09%+1313F-HRTimeline
HOWE & RUSLING INC3,099$918K0.06%+10113F-HRTimeline
Key Financial Inc3,088$915K0.17%013F-HRTimeline
Intellectus Partners, LLC3,087$914K0.18%-2,41913F-HRTimeline
ESL Trust Services, LLC3,086$914K0.18%-1113F-HRTimeline
Wescott Financial Advisory Group, LLC3,075$911K0.08%+60313F-HRTimeline
SITTNER & NELSON, LLC3,045$910K0.32%013F-HRTimeline
BURNS J W & CO INC/NY3,073$910K0.1%013F-HRTimeline
Bouchey Financial Group, Ltd.3,072$910K0.07%+2713F-HRTimeline
REIK & CO., LLC3,072$910K0.25%013F-HRTimeline
Auxano Advisors, LLC3,072$910K0.18%-21113F-HRTimeline