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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
Tower Wealth Partners, Inc.2,632$776K0.46%+12913F-HRTimeline
VestGen Investment Management2,631$776K0.56%new13F-HRTimeline
Amplius Wealth Advisors, LLC2,630$775K0.07%+3513F-HRTimeline
SYM FINANCIAL Corp2,625$774K0.09%+13013F-HRTimeline
Investment Advisory Group, LLC2,624$773K0.23%-413F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC2,618$772K0.67%-33513F-HRTimelineGroup
Commonwealth Financial Services, LLC2,617$772K0.15%+1913F-HRTimeline
Hemington Wealth Management2,618$771K0.11%+13413F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC2,608$769K0.05%-2613F-HRTimeline
Willis Johnson & Associates, Inc.2,604$768K0.05%-7813F-HRTimeline
Horizon Wealth Management, LLC2,602$767K0.13%-14813F-HRTimeline
Eldridge Investment Advisors, Inc.2,597$766K0.16%013F-HRTimeline
Boltwood Capital Management2,595$765K0.22%-9713F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp2,591$764K0.05%+5113F-HRTimelineGroup
Global X Japan Co., Ltd.2,581$761K0.08%-34413F-HRTimeline
Bullock Wealth Management Group2,611$760K0.4%-16113F-HRTimeline
Goldstone Financial Group, LLC2,600$759K0.1%+19413F-HRTimeline
Fenimore Asset Management Inc2,573$758K0.02%013F-HRTimeline
Wealthstar Advisors, LLC2,572$758K0.29%-68213F-HRTimeline
Congress Park Capital LLC2,563$756K0.25%-1,00013F-HRTimeline
Glen Eagle Advisors, LLC2,561$755K0.12%-2613F-HRTimeline
Wealth Group, Ltd.2,559$754K0.75%+5413F-HRTimeline
Integrity Financial Corp /WA2,551$752K0.38%013F-HRTimeline
Quantum Financial Advisors, LLC2,551$752K0.1%+5113F-HRTimeline
ISTHMUS PARTNERS, LLC2,548$751K0.09%+92713F-HRTimeline
McGowan Group Asset Management, Inc.2,540$749K0.09%+11413F-HRTimeline
TRILLIUM ASSET MANAGEMENT, LLC2,511$740K0.02%+8213F-HRTimeline
Commonwealth Retirement Investments LLC2,510$740K0.28%-14,28413F-HRTimeline
AIRE ADVISORS, LLC2,508$739K0.14%+113F-HRTimeline
Sunbeam Capital Management, LLC2,506$739K0.56%+1,48913F-HRTimeline
Evernest Financial Advisors, LLC2,504$738K0.24%+46713F-HRTimeline
GREENWOOD GEARHART LLC2,504$738K0.05%-2913F-HRTimeline
Legacy Financial Strategies, LLC2,503$738K0.14%+1,50413F-HRTimeline
Weaver Consulting Group2,499$737K0.2%+313F-HRTimeline
MFA Wealth Services2,496$736K0.55%+3113F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC2,492$735K0.01%+57213F-HRTimelineGroup
RETIREMENT INCOME SOLUTIONS, INC2,490$734K0.13%+9913F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC2,489$734K0.09%013F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC2,488$733K0.05%-19813F-HRTimeline
MBM WEALTH CONSULTANTS, LLC2,484$732K0.2%-1513F-HRTimeline
Sterling Financial Planning, Inc.2,483$732K0.24%-113F-HRTimeline
Asset Advisors Investment Management, L…2,483$732K0.07%013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC2,502$730K0.13%+25913F-HRTimeline
Walkner Condon Financial Advisors LLC2,475$730K0.13%013F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV2,475$730K0.18%013F-HRTimeline
AM INVESTMENT STRATEGIES LLC2,471$728K0.17%+1313F-HRTimeline
LM Advisors LLC2,469$728K0.09%-4,23013F-HRTimeline
Revolve Wealth Partners, LLC2,467$727K0.09%+32213F-HRTimeline
D. SCOTT NEAL, INC.2,462$726K0.36%+1013F-HRTimeline
Beacon Bank & Trust2,462$726K0.17%-1,24213F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD2,457$724K0.58%013F-HRTimeline
CYBER HORNET ETFs LLC2,456$724K0.52%-2613F-HRTimeline
Brendel Financial Advisors LLC2,452$723K0.41%+1413F-HRTimeline
Bigelow Investment Advisors, LLC2,451$723K0.32%013F-HRTimeline
Fiduciary Wealth Partners, LLC2,450$722K0.68%+2,43313F-HRTimeline
First Interstate Bank2,450$722K0.04%-9813F-HRTimeline
Emergent Wealth Advisors, LLC2,444$720K0.46%+13813F-HRTimeline
WFA of San Diego, LLC2,441$720K0.53%13F-HRTimeline
United Asset Strategies, Inc.2,437$718K0.06%+213F-HRTimeline
Foster Group, Inc.2,436$718K0.02%+4913F-HRTimeline
Wescott Financial Advisory Group, LLC2,436$718K0.07%+1413F-HRTimeline
LYELL WEALTH MANAGEMENT, LP2,434$717K0.06%+52813F-HRTimeline
Turtle Creek Wealth Advisors, LLC2,434$717K0.08%new13F-HRTimeline
Narus Financial Partners, LLC2,430$716K0.22%+4213F-HRTimeline
Five Oceans Advisors2,420$713K0.3%-1613F-HRTimeline
OUTFITTERS FINANCIAL LLC2,417$712K0.61%-80513F-HRTimeline
Financial Security Advisor, Inc.2,416$712K0.16%+8313F-HRTimeline
Charter Oak Capital Management, LLC2,414$712K0.06%+23513F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC2,412$711K0.27%+15513F-HRTimeline
Financial Advisors, LLC2,407$710K0.13%013F-HRTimeline
HERBST GROUP, LLC2,403$708K0.42%new13F-HRTimeline
Future Financial Wealth Managment LLC2,400$708K0.48%+213F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC2,400$707K0.04%013F-HRTimeline
Aristotle Atlantic Partners, LLCin group ARISTOTLE INVESTMENT SERVICES…2,400$707K0.02%013F-HRTimelineGroup
VISTA CAPITAL PARTNERS, INC.2,397$707K0.08%+52313F-HRTimeline
Broadway Wealth Solutions, Inc.2,397$707K0.44%+24213F-HRTimeline
CVA Family Office, LLC2,396$706K0.1%-33413F-HRTimeline
SOL Capital Management CO2,394$706K0.07%013F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC2,392$705K0.15%+33013F-HRTimeline
First Heartland Consultants, Inc.2,389$704K0.06%+23013F-HRTimeline
Bristlecone Advisors, LLC2,387$704K0.06%+7313F-HRTimeline
First Financial Bankshares Inc2,385$703K0.02%+1,24013F-HRTimeline
Sawyer & Company, Inc2,500$703K0.24%-29213F-HR/ATimeline
Rench Wealth Management, Inc.2,378$701K0.22%+113F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…2,375$700K0.11%-5713F-HRTimeline
RATIONAL ADVISORS, INC.2,370$699K0.07%-39013F-HRTimeline
WEST BANCORPORATION INC2,365$697K0.44%013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …2,356$695K0.01%+20313F-HR/ATimelineGroup
INTEGRITY ALLIANCE, LLC.2,350$693K0.04%-2,88213F-HRTimeline
INDEPENDENT INVESTORS INC2,350$693K0.15%013F-HRTimeline
Eagle Strategies LLC2,337$689K0.11%+7913F-HRTimeline
Tudor Financial Inc.2,337$689K0.39%+3013F-HRTimeline
Per Stirling Capital Management, LLC.2,335$688K0.09%-18313F-HRTimeline
Koss-Olinger Consulting, LLC2,333$688K0.06%-8713F-HRTimeline
RS CRUM INC.2,326$686K0.16%-913F-HRTimeline
Wilson & Boucher Capital Management, LLC2,325$685K0.48%013F-HRTimeline
SATURNA CAPITAL CORP2,324$685K0.01%013F-HRTimeline
SUMMITRY LLC2,314$682K0.03%+6313F-HRTimeline
Wealth Management Strategies, Inc.2,313$682K0.37%+1413F-HRTimeline
Northwest Quadrant Wealth Management, L…2,312$681K0.15%+613F-HRTimeline
Advance Capital Management, Inc.2,310$681K0.03%-40613F-HRTimeline
Prossimo Advisors, LLC2,311$681K0.55%-6613F-HRTimeline
4WEALTH ADVISORS, INC.2,310$681K0.71%-2313F-HRTimeline
Northstar Financial Companies, Inc.2,307$680K0.71%-2,46713F-HRTimeline
McIlrath & Eck, LLC2,306$680K0.08%+8013F-HRTimeline
Talbot Financial, LLC2,300$678K0.06%013F-HRTimeline
Lokken Investment Group LLC2,293$676K0.26%-1513F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…2,292$676K0.07%+913F-HR/ATimelineGroup
PATRICK M SWEENEY & ASSOCIATES, INC2,315$676K0.46%013F-HRTimeline
Nicholas Wealth, LLC.2,286$674K0.59%+13013F-HR/ATimeline
LEIGH BALDWIN & CO., LLC2,285$674K0.44%+9313F-HRTimeline
Lineweaver Wealth Advisors, LLC2,281$673K0.11%-1413F-HRTimeline
LGL PARTNERS, LLC2,685$672K0.3%+1713F-HRTimeline
GTS SECURITIES LLC2,275$671K0.03%-3,11113F-HRTimeline
Southland Equity Partners LLC2,265$668K0.15%+1113F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …2,263$667K0.04%-6613F-HRTimelineGroup
Jackson Wealth Management, LLC2,264$667K0.07%new13F-HRTimeline
WOLFF WIESE MAGANA LLC2,261$666K0.41%+1,80513F-HRTimeline
VeraBank, N.A.2,260$666K0.13%+75613F-HRTimeline
Ellenbecker Investment Group2,259$666K0.11%+14813F-HRTimeline
Family Manage LLC2,257$665K0.1%-7613F-HRTimeline
Wayfinding Financial, LLC2,642$665K0.3%-3713F-HRTimeline
Tandem Investment Partners LLC2,249$663K0.58%+29013F-HRTimeline
SWEENEY & MICHEL, LLC2,338$663K0.24%new13F-HRTimeline
Beacon Capital Management, LLC2,248$663K0.09%-25313F-HRTimeline
GRANDFIELD & DODD, LLC2,247$662K0.04%-3013F-HRTimeline
Caliber Wealth Management, LLC / KS2,246$662K0.07%-3413F-HRTimeline
Fruth Investment Management2,247$662K0.18%013F-HRTimeline
Chesapeake Wealth Management2,244$661K0.22%-3513F-HRTimeline
Financial Futures Ltd Liability Co.2,243$661K0.35%-19213F-HRTimeline
ARMSTRONG HENRY H ASSOCIATES INC2,238$660K0.06%013F-HRTimeline
PALISADE CAPITAL MANAGEMENT, LP2,236$659K0.02%013F-HRTimeline
PEOPLES BANK /OH2,234$659K0.41%+14513F-HRTimeline
Affinity Capital Advisors, LLC2,232$658K0.11%+20413F-HRTimeline
Phoenix Wealth Advisors2,231$658K0.28%013F-HRTimeline
US Asset Management LLC2,230$657K0.57%-613F-HRTimeline
Windsor Capital Management, LLC2,229$657K0.19%-1813F-HRTimeline
Bellecapital International Ltd.2,223$655K0.12%-31313F-HRTimeline
BCS Wealth Management2,222$655K0.14%+1,09813F-HRTimeline
WHALEROCK POINT PARTNERS, LLC2,218$654K0.14%013F-HRTimeline
Morton Capital Management LLC/CA2,212$652K0.12%+15313F-HRTimeline
AllSquare Wealth Management LLC2,209$651K0.37%013F-HRTimeline
MA Private Wealth2,208$651K0.12%013F-HRTimeline
Nautilus Advisors LLC2,202$649K0.48%-1713F-HRTimeline
Elite Financial, Inc.2,577$649K0.32%+613F-HRTimeline
Acropolis Investment Management, LLC2,197$648K0.04%-913F-HRTimeline
Triad Wealth Partners, LLC2,196$647K0.13%+1,31013F-HRTimeline
Davis Investment Partners, LLC2,218$647K0.23%+2113F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS2,193$646K0.24%-3213F-HRTimeline
Plan A Wealth LLC2,187$645K0.37%+74713F-HRTimeline
UPTICK PARTNERS, LLC2,177$642K0.18%-113F-HRTimeline
Financial Advocates Investment Manageme…2,175$641K0.05%-1,28513F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…2,174$641K0.03%013F-HRTimeline
LWM Advisory Services, LLC2,173$641K0.44%-6113F-HRTimeline
GWN SECURITIES INC.2,172$641K0.12%-8,43613F-HRTimeline
Beacon Financial Advisory LLC2,172$640K0.17%+60213F-HRTimeline
Security Financial Services, INC.2,170$640K0.11%+21213F-HRTimeline
CAPITAL COUNSEL LLC/NY2,168$639K0.03%+26813F-HRTimeline
Alpha Family Trustin group Alpha Family Trust2,165$638K0.32%013F-HRTimelineGroup
EADS & HEALD WEALTH MANAGEMENT2,160$637K0.31%-40013F-HRTimeline
Arnhold LLC2,156$636K0.06%013F-HRTimeline
BANK OF HAWAII2,155$635K0.03%+47713F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…2,155$635K0.13%-12213F-HRTimeline
Progressive Investment Management Corp2,149$633K0.16%-1513F-HRTimeline
Lifestyle Asset Management, Inc.2,144$632K0.29%+3613F-HRTimeline
Knott David M Jr2,142$631K0.29%013F-HRTimeline
Waterfront Wealth Inc.2,139$631K0.14%+113F-HRTimeline
Apriem Advisors2,137$630K0.07%013F-HRTimeline
V. M. MANNING & CO., INC.2,597$629K0.7%13F-HRTimeline
VICTORY FINANCIAL GROUP, LLC2,122$626K0.1%+78213F-HRTimeline
Freestate Advisors LLC2,121$625K0.56%013F-HRTimeline
Pinnacle Bancorp, Inc.2,119$625K0.19%013F-HRTimeline
CERTUITY, LLC2,114$623K0.06%-1413F-HRTimeline
von Borstel & Associates, Inc.2,476$623K0.16%+64913F-HRTimeline
First Business Financial Services, Inc.2,113$623K0.06%+1,08313F-HRTimeline
Rothschild Wealth LLC2,111$622K0.15%+1913F-HRTimeline
MSH Capital Advisors LLC2,105$621K0.18%-3513F-HRTimeline
ForthRight Wealth Management, LLC2,102$620K0.19%+1,25113F-HRTimeline
Coston, McIsaac & Partners2,093$617K0.16%-37213F-HRTimeline
Towercrest Capital Management2,086$615K0.11%-113F-HRTimeline
Centerline Wealth Advisors, LLC2,086$615K0.3%+213F-HRTimeline
WNY Asset Management, LLC2,080$613K0.07%+13413F-HRTimeline
Alliance Wealth Management Group2,078$613K0.16%013F-HRTimeline
Mill Creek Capital Advisors, LLC2,078$613K0.01%-1413F-HRTimeline
Measured Wealth Private Client Group, L…2,078$612K0.18%+39413F-HRTimeline
Lazard Freres Gestion S.A.S.2,078$612K0.01%013F-HRTimeline
Marietta Wealth Management, LLC2,076$612K0.08%013F-HRTimeline
Gitterman Wealth Management, LLC2,070$610K0.14%-2,37113F-HRTimeline
TEALWOOD ASSET MANAGEMENT INC2,068$610K0.27%013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC2,093$609K0.11%+11713F-HRTimeline
Milestones Private Investment Advisors …2,058$607K0.45%13F-HRTimeline
626 Financial, LLC2,056$606K0.28%-6213F-HR/ATimeline
CHELSEA COUNSEL CO2,055$606K0.3%013F-HRTimeline
Marathon Mission, Inc.2,055$606K0.38%+313F-HRTimeline
TrinityBridge Ltd2,054$605K0.02%-2913F-HRTimeline
Hummer Financial Advisory Services Inc2,052$605K0.45%013F-HRTimeline
Atlas Private Wealth Advisors2,050$605K0.08%+6613F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI2,049$604K0.04%-7113F-HRTimeline
Sepio Capital, LP2,044$603K0.04%-1213F-HRTimeline
Trek Financial, LLC2,043$602K0.04%-25,47013F-HRTimeline