Skip to content
Disclosery

IBM INTERNATIONAL BUSINESS MACHS

Follow

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
Fenimore Asset Management Inc2,573$640K0.01%013F-HRTimeline
McAdam, LLC2,572$639K0.04%-1,06813F-HRTimeline
Elite Financial, Inc.2,571$639K0.34%-49313F-HRTimeline
Fort Point Capital Partners LLC2,569$639K0.07%-91713F-HRTimeline
Marex Group Ltdin group Marex Group Ltd2,565$638K0.01%new13F-HRTimelineGroup
EADS & HEALD WEALTH MANAGEMENT2,560$637K0.32%-42113F-HRTimeline
Northstar Advisory Group, LLC2,555$635K0.42%+113F-HRTimeline
Integrity Financial Corp /WA2,551$634K0.36%+2613F-HRTimeline
First Interstate Bank2,548$634K0.04%+14013F-HRTimeline
Gryphon Financial Partners LLC2,545$633K0.09%+12413F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp2,540$632K0.04%+63313F-HRTimelineGroup
Gladius Capital Management LP2,536$631K0.62%new13F-HRTimeline
Bellecapital International Ltd.2,536$631K0.12%-48513F-HRTimeline
GREENWOOD GEARHART LLC2,533$630K0.04%-18513F-HRTimeline
Evanson Asset Management, LLC2,528$629K0.04%+27213F-HRTimeline
Global Trust Asset Management, LLC2,526$628K0.38%-1,17313F-HRTimeline
Penbrook Management LLC2,525$628K0.47%013F-HRTimeline
Per Stirling Capital Management, LLC.2,518$626K0.09%+13713F-HRTimeline
AIRE ADVISORS, LLC2,507$623K0.13%-11513F-HRTimeline
Wealth Group, Ltd.2,505$623K0.4%-71413F-HRTimeline
Tower Wealth Partners, Inc.2,503$622K0.33%+12713F-HRTimeline
Kathmere Capital Management, LLC2,502$622K0.05%-1,00413F-HRTimeline
Beacon Capital Management, LLC2,501$622K0.08%+1513F-HRTimeline
Quantum Financial Advisors, LLC2,500$622K0.09%-38013F-HRTimeline
Capital Advisors Wealth Management, LLC2,500$622K0.11%+3513F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.2,500$622K0.53%new13F-HRTimeline
KELLEHER FINANCIAL ADVISORS2,500$622K0.25%+1,09913F-HRTimeline
MBM WEALTH CONSULTANTS, LLC2,499$621K0.18%+12913F-HRTimeline
Weaver Consulting Group2,496$621K0.19%013F-HRTimeline
SYM FINANCIAL Corp2,495$620K0.08%+19613F-HRTimeline
ARS Investment Partners, LLC2,821$620K0.06%013F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC2,493$620K0.24%+37813F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC2,489$619K0.08%+1,51313F-HRTimeline
Sterling Financial Planning, Inc.2,484$618K0.22%+30013F-HRTimeline
Asset Advisors Investment Management, L…2,483$617K0.06%013F-HRTimeline
CYBER HORNET ETFs LLC2,482$617K0.63%+313F-HRTimeline
Hemington Wealth Management2,484$617K0.1%+16813F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV2,475$615K0.17%013F-HRTimeline
Meadow Creek Wealth Advisors LLC2,475$615K0.46%+35913F-HRTimeline
Walkner Condon Financial Advisors LLC2,475$615K0.12%+15613F-HRTimeline
Callan Capital, LLC2,471$614K0.05%+60113F-HRTimeline
WealthShield Partners, LLC2,465$613K0.08%+17413F-HRTimeline
Coston, McIsaac & Partners2,465$613K0.18%-29413F-HRTimeline
MFA Wealth Services2,465$613K0.5%+5713F-HRTimeline
AM INVESTMENT STRATEGIES LLC2,458$611K0.15%+213F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD2,457$611K0.52%013F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC2,457$611K0.18%+28013F-HRTimeline
D. SCOTT NEAL, INC.2,452$610K0.34%-913F-HRTimeline
Bigelow Investment Advisors, LLC2,451$609K0.29%013F-HRTimeline
Centiva Capital, LP2,444$608K0.03%-1,34713F-HRTimeline
Brendel Financial Advisors LLC2,438$606K0.37%013F-HRTimeline
Five Oceans Advisors2,436$606K0.29%+213F-HRTimeline
United Asset Strategies, Inc.2,435$606K0.06%-5113F-HRTimeline
Financial Futures Ltd Liability Co.2,435$605K0.34%+313F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…2,432$605K0.11%+413F-HRTimeline
TRILLIUM ASSET MANAGEMENT, LLC2,429$604K0.02%-1313F-HRTimeline
McGowan Group Asset Management, Inc.2,426$603K0.08%013F-HRTimeline
Wescott Financial Advisory Group, LLC2,422$602K0.06%+5913F-HRTimeline
Koss-Olinger Consulting, LLC2,420$602K0.05%new13F-HRTimeline
Round Hill Asset Management2,418$601K0.43%-53513F-HRTimeline
Obermeyer Wealth Partners2,408$599K0.03%+88613F-HRTimeline
Financial Advisors, LLC2,407$599K0.12%+5013F-HRTimeline
Goldstone Financial Group, LLC2,406$598K0.09%-9813F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC2,400$597K0.04%013F-HRTimeline
Peak Asset Management, LLC2,400$597K0.11%+29913F-HRTimeline
Aristotle Atlantic Partners, LLCin group ARISTOTLE INVESTMENT SERVICES…2,400$597K0.02%013F-HRTimelineGroup
Future Financial Wealth Managment LLC2,398$596K0.44%+213F-HRTimeline
SOL Capital Management CO2,394$595K0.07%-6513F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC2,391$595K0.12%+58413F-HRTimeline
Ellevest, Inc.2,390$594K0.04%+97613F-HRTimeline
Roundview Capital LLC2,388$594K0.04%+5413F-HRTimeline
Narus Financial Partners, LLC2,388$594K0.2%+15013F-HRTimeline
Foster Group, Inc.2,387$593K0.02%+36213F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH2,382$592K0.19%-12513F-HRTimeline
Rench Wealth Management, Inc.2,377$591K0.2%+2513F-HRTimeline
Prossimo Advisors, LLC2,377$591K0.44%-1813F-HRTimeline
WEST BANCORPORATION INC2,365$588K0.4%013F-HRTimeline
INDEPENDENT INVESTORS INC2,350$584K0.12%013F-HRTimeline
BALLAST ADVISORS LLC2,348$584K0.19%-15213F-HRTimeline
RS CRUM INC.2,335$581K0.16%013F-HRTimeline
4WEALTH ADVISORS, INC.2,333$580K0.64%-4213F-HRTimeline
Family Manage LLC2,333$580K0.1%new13F-HRTimeline
Financial Security Advisor, Inc.2,333$580K0.15%+213F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …2,329$579K0.03%+6613F-HRTimelineGroup
Wilson & Boucher Capital Management, LLC2,325$578K0.43%-10013F-HRTimeline
SATURNA CAPITAL CORP2,324$578K0.01%013F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC2,315$576K0.43%+113F-HRTimeline
Bristlecone Advisors, LLC2,314$575K0.05%new13F-HRTimeline
Lokken Investment Group LLC2,308$574K0.24%-5313F-HRTimeline
Tudor Financial Inc.2,307$574K0.34%+73313F-HRTimeline
Maridea Wealth Management LLC2,307$574K0.19%+1,30413F-HRTimeline
Emergent Wealth Advisors, LLC2,306$574K0.42%-66913F-HRTimeline
Northwest Quadrant Wealth Management, L…2,306$573K0.13%-11813F-HRTimeline
Talbot Financial, LLC2,300$572K0.07%013F-HRTimeline
Wealth Management Strategies, Inc.2,299$572K0.38%+813F-HRTimeline
Lineweaver Wealth Advisors, LLC2,295$571K0.1%-2613F-HRTimeline
Centric Wealth Management2,294$570K0.15%+113F-HRTimeline
Regent Peak Wealth Advisors LLC2,293$570K0.13%+1713F-HRTimeline
Syverson Strege & Co2,293$570K0.18%+7313F-HRTimeline
CM WEALTH ADVISORS LLC2,286$568K0.18%013F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…2,283$568K0.06%-8,89413F-HR/ATimelineGroup
Caliber Wealth Management, LLC / KS2,280$567K0.08%13F-HRTimeline
Chesapeake Wealth Management2,279$567K0.2%-7513F-HRTimeline
GRANDFIELD & DODD, LLC2,277$566K0.04%+4513F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…2,277$566K0.14%-5113F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC2,269$564K0.05%+17313F-HRTimelineGroup
Eagle Strategies LLC2,258$561K0.1%-413F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC2,257$561K0.24%-313F-HR/ATimeline
Southland Equity Partners LLC2,254$561K0.13%-9913F-HRTimeline
SUMMITRY LLC2,251$560K0.03%+1913F-HRTimeline
Windsor Capital Management, LLC2,247$559K0.17%-3913F-HRTimeline
Arlington Financial Advisors, LLC2,245$558K0.1%new13F-HRTimeline
Relyea Zuckerberg Hanson LLC2,245$558K0.08%+14113F-HRTimeline
Fruth Investment Management2,247$558K0.15%013F-HRTimeline
ARMSTRONG HENRY H ASSOCIATES INC2,238$557K0.05%013F-HRTimeline
PALISADE CAPITAL MANAGEMENT, LP2,236$556K0.02%+79813F-HRTimeline
US Asset Management LLC2,236$556K0.53%-713F-HRTimeline
LWM Advisory Services, LLC2,234$556K0.39%-1013F-HRTimeline
Ethos Financial Group, LLC2,485$555K0.05%+7413F-HRTimeline
Phoenix Wealth Advisors2,231$555K0.24%+5813F-HRTimeline
McIlrath & Eck, LLC2,226$553K0.07%+19613F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS2,225$553K0.22%-80013F-HRTimeline
Nautilus Advisors LLC2,219$552K0.46%-6313F-HRTimeline
WHALEROCK POINT PARTNERS, LLC2,218$552K0.13%013F-HRTimeline
Peachtree Investment Partners, LLC2,214$550K0.22%+51313F-HRTimeline
AllSquare Wealth Management LLC2,209$549K0.33%013F-HRTimeline
MA Private Wealth2,208$549K0.1%+7713F-HRTimeline
Acropolis Investment Management, LLC2,206$549K0.03%+1313F-HRTimeline
Aprio Wealth Management, LLC2,203$548K0.07%+60813F-HRTimeline
Raleigh Capital Management Inc.2,199$547K0.25%-7,09713F-HRTimeline
Vinva Investment Management Ltd2,235$545K0.02%new13F-HRTimeline
LEIGH BALDWIN & CO., LLC2,192$545K0.44%-1313F-HRTimeline
L.M. KOHN & COMPANY2,192$545K0.14%-6913F-HRTimeline
LVW Advisors, LLC2,179$542K0.07%+30713F-HRTimeline
Charter Oak Capital Management, LLC2,179$542K0.05%-36113F-HRTimeline
UPTICK PARTNERS, LLC2,178$542K0.18%013F-HRTimeline
Grant Private Wealth Management Inc2,174$541K0.58%-613F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…2,174$541K0.03%-32413F-HRTimeline
FIL Ltdin group FIL Ltd2,173$540K<0.01%-32013F-HRTimelineGroup
Alpha Family Trustin group Alpha Family Trust2,165$538K0.31%013F-HRTimelineGroup
Progressive Investment Management Corp2,164$538K0.15%+1513F-HRTimeline
Brookwood Investment Group LLC2,162$538K0.09%13F-HRTimeline
First Heartland Consultants, Inc.2,159$537K0.06%-1313F-HRTimeline
Nicholas Wealth, LLC.2,156$536K0.56%-2,34813F-HR/ATimeline
Arnhold LLC2,156$536K0.05%013F-HRTimeline
Broadway Wealth Solutions, Inc.2,155$536K0.39%+21313F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …2,153$535K0.01%+38613F-HRTimelineGroup
Revolve Wealth Partners, LLC2,145$533K0.08%+16313F-HRTimeline
Knott David M Jr2,142$533K0.25%013F-HRTimeline
MPS Loria Financial Planners, LLC2,141$532K0.16%+713F-HRTimeline
MSH Capital Advisors LLC2,140$532K0.16%013F-HRTimeline
Waterfront Wealth Inc.2,138$532K0.13%-25513F-HRTimeline
Apriem Advisors2,137$531K0.06%-10013F-HRTimeline
Signal Advisors Wealth, LLC2,136$531K0.05%-38313F-HRTimeline
Drucker Wealth 3.0, LLC2,131$530K0.12%+13613F-HRTimeline
CoreFirst Bank & Trust2,131$530K0.34%013F-HRTimeline
CERTUITY, LLC2,128$529K0.06%-5913F-HRTimeline
MRA Advisory Group2,128$529K0.28%+2913F-HRTimeline
Glass Wealth Management Co LLC2,125$528K0.32%013F-HRTimeline
Freestate Advisors LLC2,121$527K0.52%013F-HRTimeline
Harvest Portfolios Group Inc.2,121$527K0.02%-1,65613F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI2,120$527K0.04%-1,01613F-HRTimeline
Pinnacle Bancorp, Inc.2,119$527K0.17%013F-HRTimeline
Cerro Pacific Wealth Advisors LLC2,397$527K0.17%+32913F-HRTimeline
626 Financial, LLC2,118$527K0.27%-47113F-HRTimeline
Ellenbecker Investment Group2,111$525K0.09%+5313F-HRTimeline
Davis Investment Partners, LLC2,197$525K0.23%+1113F-HRTimeline
Lifestyle Asset Management, Inc.2,108$524K0.29%+1013F-HRTimeline
NFSG Corp2,102$523K0.13%+19013F-HRTimeline
Clarity Wealth Advisors, LLC2,101$522K0.14%+20013F-HRTimeline
UNION SAVINGS BANK2,096$521K0.25%+4513F-HRTimeline
Mill Creek Capital Advisors, LLC2,092$520K0.01%+1413F-HRTimeline
Rothschild Wealth LLC2,092$520K0.15%+32213F-HRTimeline
Stillwater Wealth Management Group2,090$520K0.45%-2513F-HRTimeline
PEOPLES BANK /OH2,089$519K0.34%-1013F-HRTimeline
Towercrest Capital Management2,087$519K0.1%-50013F-HRTimeline
Centerline Wealth Advisors, LLC2,084$518K0.31%+113F-HRTimeline
TrinityBridge Ltd2,083$518K0.01%013F-HRTimeline
READYSTATE ASSET MANAGEMENT LP2,079$517K0.03%new13F-HRTimeline
FORA Capital, LLC2,078$517K0.05%new13F-HRTimeline
Alliance Wealth Management Group2,078$517K0.14%013F-HRTimeline
Marietta Wealth Management, LLC2,076$516K0.08%-1913F-HRTimeline
RETIREMENT GUYS FORMULA LLC2,126$516K0.26%+99513F-HRTimeline
Lazard Freres Gestion S.A.S.2,078$516K0.01%013F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC2,075$516K0.01%new13F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…2,070$515K0.02%+65513F-HRTimeline
KWB Wealth2,341$515K0.06%+10313F-HRTimeline
TEALWOOD ASSET MANAGEMENT INC2,068$514K0.24%-40613F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC2,062$513K0.12%+2013F-HRTimeline
Morton Capital Management LLC/CA2,059$512K0.1%+12213F-HRTimeline
NOVUS ADVISORS, LLC2,057$512K0.52%-12613F-HRTimeline
Sepio Capital, LP2,056$511K0.04%013F-HRTimeline
CHELSEA COUNSEL CO2,055$511K0.28%013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC2,054$511K0.07%+53713F-HRTimeline
HCR Wealth Advisors2,053$510K0.07%+30013F-HRTimeline
Hummer Financial Advisory Services Inc2,052$510K0.41%+6113F-HRTimeline
Marathon Mission, Inc.2,052$510K0.36%013F-HRTimeline
Realta Investment Advisors2,052$510K0.23%-49613F-HRTimeline
Systematic Alpha Investments, LLC2,040$507K0.02%013F-HRTimeline
Simplicity Wealth,LLC2,037$507K0.04%-7,97813F-HRTimeline