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Disclosery

IBM INTERNATIONAL BUSINESS MACHS

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COM (common), issuer CIK 51143

3,102 managers (3,145 13F filers) reported a position in IBM shares at 2024-12-31, 574,831,016 shares in all. 121 filers opened a position and 111 filers sold out during the quarter.

Managers
3,102
13F filers
3,145
New
121
Added
1,177
Reduced
1,166
Sold out
111
Shares held by filers
574,831,016

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Visionary Wealth Advisors2,567$564K0.03%-9313F-HRTimeline
Northstar Advisory Group, LLC2,554$561K0.29%-19513F-HRTimeline
Global X Japan Co., Ltd.2,551$561K0.07%+25813F-HRTimeline
ASHTON THOMAS SECURITIES, LLC2,543$560K0.15%+1,20213F-HRTimeline
Charter Oak Capital Management, LLC2,540$558K0.05%+11713F-HRTimeline
Horizon Wealth Management, LLC2,526$555K0.1%+21713F-HRTimeline
Penbrook Management LLC2,525$555K0.38%-10013F-HRTimeline
Integrity Financial Corp /WA2,525$555K0.32%+34913F-HRTimeline
Silver Lake Advisory, LLC2,522$554K0.24%+71413F-HRTimeline
Signal Advisors Wealth, LLC2,519$554K0.06%+13213F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH2,507$551K0.15%-513F-HRTimeline
Goldstone Financial Group, LLC2,504$551K0.09%+8213F-HRTimeline
KFA Private Wealth Group, LLC2,503$550K0.23%+48613F-HRTimeline
BALLAST ADVISORS LLC2,500$550K0.17%-1613F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…2,498$549K0.03%+50013F-HRTimeline
Weaver Consulting Group2,496$549K0.17%013F-HRTimeline
FIL Ltdin group FIL Ltd2,493$548K<0.01%+18013F-HRTimelineGroup
Crestline Management, L.P.2,492$548K0.02%-2,96913F-HRTimeline
United Asset Strategies, Inc.2,486$547K0.05%+213F-HRTimeline
Beacon Capital Management, LLC2,486$546K0.07%+6513F-HRTimeline
Buffington Mohr McNeal2,483$546K0.09%+49613F-HRTimeline
Asset Advisors Investment Management, L…2,483$546K0.06%-40013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP2,481$545K<0.01%-8513F-HRTimelineGroup
CYBER HORNET ETFs LLC2,479$545K0.52%+6013F-HRTimeline
Orion Capital Management LLC2,479$545K0.24%-15013F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV2,475$544K0.15%013F-HRTimeline
TEALWOOD ASSET MANAGEMENT INC2,474$544K0.23%+40613F-HRTimeline
FCG Investment Co2,471$543K0.33%013F-HRTimeline
Columbia Bank2,492$543K0.19%+21113F-HRTimeline
Capital Advisors Wealth Management, LLC2,465$542K0.1%-45013F-HRTimeline
D. SCOTT NEAL, INC.2,461$541K0.3%-413F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…2,460$541K0.11%-25713F-HRTimeline
SOL Capital Management CO2,459$540K0.06%-2,69013F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD2,457$540K0.43%013F-HRTimeline
AM INVESTMENT STRATEGIES LLC2,456$540K0.13%+6713F-HRTimeline
Grove Street Fiduciary, LLC2,454$539K0.28%13F-HRTimeline
Bigelow Investment Advisors, LLC2,451$539K0.25%-1513F-HRTimeline
Gibbs Wealth Management2,451$539K0.15%+31613F-HRTimeline
Ethos Financial Group, LLC2,411$537K0.07%-9413F-HRTimeline
TRILLIUM ASSET MANAGEMENT, LLC2,442$537K0.01%-5313F-HRTimeline
Brendel Financial Advisors LLC2,438$536K0.32%013F-HRTimeline
Five Oceans Advisors2,434$535K0.25%-20213F-HRTimeline
Financial Futures Ltd Liability Co.2,432$535K0.3%-22813F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…2,428$534K0.09%+513F-HRTimeline
McGowan Group Asset Management, Inc.2,426$533K0.07%+38213F-HRTimeline
Scientech Research LLC2,426$533K0.15%new13F-HRTimeline
Wilson & Boucher Capital Management, LLC2,425$533K0.38%-7713F-HRTimeline
Northwest Quadrant Wealth Management, L…2,424$533K0.12%+13113F-HRTimeline
Gryphon Financial Partners LLC2,421$532K0.08%-16413F-HRTimeline
OPTIMUM INVESTMENT ADVISORS2,414$531K0.23%-31213F-HRTimeline
MFA Wealth Services2,408$529K0.42%13F-HRTimeline
First Interstate Bank2,408$529K0.03%-21913F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC2,400$528K0.03%013F-HRTimeline
GUARDIAN INVESTMENT MANAGEMENT2,400$528K0.38%-37513F-HRTimeline
Aristotle Atlantic Partners, LLCin group ARISTOTLE INVESTMENT SERVICES…2,400$528K0.02%013F-HRTimelineGroup
Future Financial Wealth Managment LLC2,396$527K0.39%+213F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV2,393$526K0.11%013F-HRTimeline
Waterfront Wealth Inc.2,393$526K0.13%+4613F-HRTimeline
Prossimo Advisors, LLC2,395$526K0.38%+713F-HRTimeline
Per Stirling Capital Management, LLC.2,381$523K0.07%013F-HRTimeline
MOORE CAPITAL MANAGEMENT, LP2,379$523K0.01%new13F-HRTimeline
Tower Wealth Partners, Inc.2,376$522K0.27%+4513F-HRTimeline
4WEALTH ADVISORS, INC.2,375$522K0.53%13F-HRTimeline
MBM WEALTH CONSULTANTS, LLC2,370$521K0.16%+3013F-HRTimeline
WEST BANCORPORATION INC2,365$520K0.34%013F-HRTimeline
Wescott Financial Advisory Group, LLC2,363$519K0.05%+10113F-HRTimeline
Lokken Investment Group LLC2,361$519K0.22%+7513F-HRTimeline
Financial Advisors, LLC2,357$518K0.1%+37113F-HRTimeline
Chesapeake Wealth Management2,354$517K0.18%-913F-HRTimeline
Southland Equity Partners LLC2,353$517K0.12%+15113F-HRTimeline
Rench Wealth Management, Inc.2,352$517K0.18%+8313F-HRTimeline
INDEPENDENT INVESTORS INC2,350$517K0.1%013F-HRTimeline
HTLF Bank2,341$515K0.06%013F-HRTimeline
RS CRUM INC.2,335$513K0.13%+1413F-HRTimeline
Roundview Capital LLC2,334$513K0.04%+24213F-HRTimeline
Financial Security Advisor, Inc.2,331$512K0.13%-3613F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…2,328$512K0.13%+5113F-HRTimeline
SATURNA CAPITAL CORP2,324$511K0.01%+20113F-HRTimeline
Lineweaver Wealth Advisors, LLC2,321$511K0.09%+413F-HRTimeline
CADINHA & CO LLC2,320$510K0.08%-20013F-HRTimeline
Walkner Condon Financial Advisors LLC2,319$510K0.1%-12513F-HRTimeline
Watts Gwilliam & Co., LLC2,274$509K0.11%+513F-HRTimeline
Hemington Wealth Management2,316$509K0.13%+16313F-HRTimeline
King Wealth Management Group2,314$509K0.07%-1,25313F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC2,314$509K0.38%+513F-HRTimeline
Ariadne Wealth Management, LP2,024$508K0.23%+24313F-HRTimeline
West Branch Capital LLC2,305$507K0.16%+1,39013F-HRTimeline
Talbot Financial, LLC2,300$506K0.06%-4313F-HRTimeline
SYM FINANCIAL Corp2,299$505K0.07%+49613F-HRTimeline
OAKWORTH CAPITAL, INC.2,295$505K0.03%+113F-HRTimeline
Centric Wealth Management2,293$504K0.14%013F-HRTimeline
WealthShield Partners, LLC2,291$504K0.07%-21013F-HRTimeline
Wealth Management Strategies, Inc.2,291$504K0.39%13F-HR/ATimeline
HIGHLAND CAPITAL MANAGEMENT, LLC2,288$503K0.03%+40013F-HRTimeline
Mechanics Bank Trust Department2,288$503K0.07%013F-HRTimeline
Windsor Capital Management, LLC2,286$503K0.15%-26213F-HRTimeline
CM WEALTH ADVISORS LLC2,286$503K0.16%013F-HRTimeline
Mosley Wealth Management2,197$502K0.31%+18213F-HRTimeline
Southeast Asset Advisors, LLC2,283$502K0.06%013F-HRTimeline
Nautilus Advisors LLC2,282$502K0.4%13F-HRTimeline
Regent Peak Wealth Advisors LLC2,276$500K0.11%+1313F-HR/ATimeline
FOURPATH CAPITAL MANAGEMENT, LLC2,270$499K0.09%-23013F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …2,263$497K0.03%013F-HRTimelineGroup
Eagle Strategies LLC2,262$497K0.09%-413F-HRTimeline
Balboa Wealth Partners2,261$497K0.11%-16913F-HRTimeline
L.M. KOHN & COMPANY2,261$497K0.13%+2313F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC2,260$497K0.29%13F-HRTimeline
Evanson Asset Management, LLC2,256$496K0.03%+413F-HRTimeline
NWF Advisory Services Inc.2,254$495K0.07%+46513F-HRTimeline
Yeomans Consulting Group, Inc.2,252$495K0.19%+1113F-HRTimeline
KWB Wealth2,238$495K0.06%-2813F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.2,248$494K0.11%new13F-HRTimeline
Quintet Private Bank (Europe) S.A.2,246$494K0.03%-15013F-HRTimeline
LWM Advisory Services, LLC2,244$493K0.34%+59613F-HRTimeline
Fruth Investment Management2,247$493K0.14%013F-HRTimeline
US Asset Management LLC2,243$493K0.44%-5213F-HRTimeline
ARMSTRONG HENRY H ASSOCIATES INC2,238$492K0.05%-85513F-HRTimeline
Narus Financial Partners, LLC2,238$492K0.17%+17513F-HRTimeline
Apriem Advisors2,237$492K0.06%+80813F-HRTimeline
GRANDFIELD & DODD, LLC2,232$491K0.03%013F-HRTimeline
SUMMITRY LLC2,232$491K0.02%-49113F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC2,194$488K0.1%+9613F-HRTimeline
Syverson Strege & Co2,220$488K0.16%+28313F-HRTimeline
WHALEROCK POINT PARTNERS, LLC2,218$488K0.11%+25213F-HRTimeline
AllSquare Wealth Management LLC2,209$486K0.28%013F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.2,207$485K<0.01%+12313F-HRTimelineGroup
LEIGH BALDWIN & CO., LLC2,205$485K0.41%13F-HR/ATimeline
CURA WEALTH ADVISORS, LLC2,201$484K0.21%13F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC2,200$484K0.15%-2513F-HRTimeline
Guardian Wealth Advisors, LLC2,198$483K0.31%-7913F-HRTimeline
Quadrant Private Wealth Management, LLC2,196$483K0.12%-39813F-HRTimeline
Acropolis Investment Management, LLC2,193$482K0.03%+3413F-HRTimeline
Davis Investment Partners, LLC2,186$481K0.2%+1213F-HRTimeline
CERTUITY, LLC2,187$481K0.05%+19913F-HRTimeline
Sterling Financial Planning, Inc.2,184$480K0.18%+1813F-HRTimeline
NOVUS ADVISORS, LLC2,183$480K0.48%13F-HRTimeline
Grant Private Wealth Management Inc2,180$479K0.52%13F-HRTimeline
UPTICK PARTNERS, LLC2,178$479K0.17%+9813F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC2,177$479K0.13%+1613F-HRTimeline
Phoenix Wealth Advisors2,173$478K0.21%+19513F-HRTimeline
Aveo Capital Partners, LLC2,173$478K0.05%-3413F-HRTimeline
First Heartland Consultants, Inc.2,172$478K0.05%-913F-HRTimeline
Alpha Family Trustin group Alpha Family Trust2,165$476K0.27%013F-HRTimelineGroup
Birchcreek Wealth Management, LLC2,162$475K0.3%+63913F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC2,161$475K0.1%-3213F-HRTimeline
Arnhold LLC2,156$474K0.05%013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC2,153$473K0.06%-14413F-HRTimeline
Progressive Investment Management Corp2,149$472K0.12%013F-HRTimeline
Knott David M Jr2,142$471K0.17%013F-HRTimeline
MSH Capital Advisors LLC2,140$470K0.15%-9513F-HRTimeline
Moody Aldrich Partners LLC2,138$470K0.09%-3213F-HRTimeline
Leelyn Smith, LLC2,137$470K0.08%-14,26213F-HRTimeline
MPS Loria Financial Planners, LLC2,134$469K0.14%+813F-HRTimeline
MA Private Wealth2,131$468K0.09%+82813F-HRTimeline
CoreFirst Bank & Trust2,131$468K0.28%-6513F-HRTimeline
Strategic Advocates LLC2,125$467K0.16%-54513F-HRTimeline
Glass Wealth Management Co LLC2,125$467K0.25%-813F-HRTimeline
Marble Harbor Investment Counsel, LLC2,123$467K0.05%-25013F-HRTimeline
Freestate Advisors LLC2,121$466K0.48%013F-HRTimeline
PENNINGTON PARTNERS & CO., LLC2,121$466K0.23%13F-HRTimeline
Gray Wealth Management Inc.2,119$466K0.18%+31313F-HRTimeline
Pinnacle Bancorp, Inc.2,119$466K0.15%-1313F-HRTimeline
Foster Victor Wealth Advisors, LLC2,071$466K0.04%+1013F-HRTimeline
Meadow Creek Wealth Advisors LLC2,116$465K0.33%+3813F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC2,115$465K0.17%+1513F-HRTimeline
Stillwater Wealth Management Group2,115$465K0.42%13F-HRTimeline
CVA Family Office, LLC2,115$465K0.07%+23913F-HRTimeline
Relyea Zuckerberg Hanson LLC2,104$463K0.06%+4513F-HRTimeline
Peak Asset Management, LLC2,101$462K0.09%013F-HRTimeline
PEOPLES BANK /OH2,099$461K0.27%-96913F-HRTimeline
MRA Advisory Group2,099$461K0.24%-11413F-HRTimeline
Lifestyle Asset Management, Inc.2,098$461K0.25%-10813F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC2,096$461K0.04%-4713F-HRTimelineGroup
Marietta Wealth Management, LLC2,095$461K0.07%+1913F-HRTimeline
Affinity Capital Advisors, LLC2,056$460K0.09%-4913F-HRTimeline
CAP Partners, LLC2,092$460K0.32%-813F-HRTimeline
TrinityBridge Ltd2,083$458K0.01%-2,08313F-HRTimeline
Centerline Wealth Advisors, LLC2,083$458K0.27%13F-HRTimeline
Cerro Pacific Wealth Advisors LLC2,068$457K0.15%-27013F-HRTimeline
Mill Creek Capital Advisors, LLC2,078$457K0.01%+92313F-HRTimeline
Alliance Wealth Management Group2,078$457K0.12%013F-HRTimeline
Passumpsic Savings Bank2,077$457K0.28%+3213F-HRTimeline
Lazard Freres Gestion S.A.S.2,078$456K0.01%+1,13613F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK2,053$454K0.04%013F-HRTimeline
Ellenbecker Investment Group2,058$453K0.08%+913F-HRTimeline
Sepio Capital, LP2,056$452K0.04%+113F-HRTimeline
CHELSEA COUNSEL CO2,055$452K0.23%013F-HRTimeline
Marathon Mission, Inc.2,052$451K0.31%-5813F-HRTimeline
Ellis Investment Partners, LLC2,052$451K0.09%+913F-HRTimeline
UNION SAVINGS BANK2,051$451K0.22%+9713F-HRTimeline
LifeWealth Investments, LLC2,048$450K0.3%13F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC2,042$449K0.11%+51013F-HRTimeline
Systematic Alpha Investments, LLC2,040$448K0.02%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC2,036$448K0.03%013F-HRTimeline
McIlrath & Eck, LLC2,030$446K0.06%+3213F-HRTimeline
Foster Group, Inc.2,025$445K0.02%+4813F-HRTimeline
FWG Holdings, LLC1,707$445K0.21%013F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV2,013$445K0.17%13F-HRTimeline
KPP Advisory Services LLC2,020$444K0.1%-14813F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC2,016$443K0.17%+1413F-HRTimeline