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Disclosery

IBM INTERNATIONAL BUSINESS MACHS

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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
Evernest Financial Advisors, LLC2,037$507K0.18%+26913F-HRTimeline
Wambolt & Associates, LLC2,023$506K0.17%+1,11213F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC2,243$506K0.11%+4913F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC2,036$506K0.04%013F-HRTimeline
Faithward Advisors, LLC2,029$505K0.09%+6713F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC2,029$505K0.16%-17113F-HRTimeline
KPP Advisory Services LLC2,019$502K0.1%-113F-HRTimeline
OPTIMUM INVESTMENT ADVISORS2,018$502K0.24%-39613F-HRTimeline
Worth Asset Management, LLC2,018$502K0.27%-1,49013F-HRTimeline
Key Financial Inc2,012$500K0.11%+513F-HRTimeline
Rosenberg Matthew Hamilton2,011$500K0.13%+9413F-HRTimeline
Kuhn & Co Investment Counsel2,007$499K0.42%013F-HRTimeline
Birchcreek Wealth Management, LLC2,004$498K0.31%-15813F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.2,004$498K0.38%-1213F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC2,000$497K<0.01%-215,42713F-HRTimelineGroup
Ergawealth Advisors, Inc.2,000$497K0.25%013F-HRTimeline
GPS Wealth Strategies Group, LLC1,995$496K0.07%-79413F-HRTimeline
W ADVISORS, LLC1,994$496K0.31%+2313F-HRTimeline
KRS Capital Management, LLC1,990$495K0.39%+65613F-HRTimeline
Atlas Private Wealth Advisors1,984$494K0.07%+27713F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC1,982$493K0.19%-3413F-HRTimeline
Rossby Financial, LCC2,119$492K0.21%+1,00013F-HRTimeline
Enterprise Bank & Trust Co1,980$492K0.19%013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC1,972$490K0.06%-18113F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC1,970$490K0.09%013F-HRTimeline
Matrix Trust Co1,968$489K0.08%+37713F-HRTimeline
Balboa Wealth Partners1,961$488K0.12%-30013F-HRTimeline
Tandem Investment Partners LLC1,959$487K0.48%-3813F-HRTimeline
Security Financial Services, INC.1,958$487K0.1%+5413F-HRTimeline
Leelyn Smith, LLC1,953$486K0.09%-18413F-HRTimeline
KEB ASSET MANAGEMENT, LLC1,953$486K0.14%+213F-HRTimeline
CKW FINANCIAL GROUP1,938$485K0.06%+613F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC1,950$485K0.08%-32013F-HRTimeline
True Link Financial Advisors, LLC1,948$484K0.04%+2813F-HRTimeline
WNY Asset Management, LLC1,946$484K0.06%+12113F-HRTimeline
RBA Wealth Management, LLC1,944$483K0.19%-5613F-HRTimeline
Summit Wealth Partners, LLC1,936$481K0.1%+113F-HRTimeline
BOS Asset Management, LLC1,928$479K0.16%013F-HRTimeline
HOEY INVESTMENTS, INC1,926$479K0.09%013F-HRTimeline
Values Added Financial LLC1,926$479K0.27%+9613F-HRTimeline
Affinity Capital Advisors, LLC2,028$478K0.09%-2813F-HRTimeline
CFM WEALTH PARTNERS LLC1,920$477K0.08%013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC1,920$477K0.01%+2913F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC1,919$477K0.01%+66713F-HRTimelineGroup
GILL CAPITAL PARTNERS, LLC1,915$476K0.16%+52913F-HRTimeline
Parvin Asset Management, LLC1,914$476K0.53%-3613F-HRTimeline
PSI Advisors, LLC1,913$476K0.15%-6113F-HRTimeline
OMNI 360 Wealth, Inc.1,907$474K0.32%-1813F-HR/ATimeline
LYELL WEALTH MANAGEMENT, LP1,906$474K0.04%013F-HRTimeline
Coastline Trust Co1,905$474K0.06%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SILVIA MCCOLL WEALTH MANAGEMENT, LLC1,901$473K0.36%013F-HRTimeline
Gradient Capital Advisors, LLC1,901$473K0.15%+413F-HRTimeline
CAPITAL COUNSEL LLC/NY1,900$472K0.02%013F-HRTimeline
Rockbridge Investment Management, LCC1,882$468K0.06%+5913F-HRTimeline
Lakeside Advisors, INC.1,880$467K0.31%-10013F-HRTimeline
King Wealth Management Group1,878$467K0.07%-43613F-HRTimeline
CADINHA & CO LLC1,875$466K0.1%-44513F-HRTimeline
VISTA CAPITAL PARTNERS, INC.1,874$466K0.06%+513F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC1,873$466K0.1%+1013F-HRTimeline
Beacon Financial Strategies CORP1,870$465K0.31%+9213F-HRTimeline
Fortis Capital Advisors, LLC1,868$464K0.09%new13F-HRTimeline
CENTRAL BANK & TRUST CO1,867$464K0.08%+813F-HRTimeline
BAKER BOYER NATIONAL BANK1,866$464K0.17%013F-HRTimeline
Kentucky Trust Co1,863$463K0.28%013F-HRTimeline
Community Bank of Raymore1,860$463K0.37%013F-HRTimeline
AJ Advisors, LLC1,859$462K0.24%+1213F-HRTimeline
Alta Wealth Advisors LLC1,855$461K0.21%new13F-HRTimeline
Financial Symmetry Inc1,854$461K0.28%+2013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC1,852$461K0.04%+2013F-HRTimeline
Meridian Financial Partners LLC1,849$460K0.23%-2213F-HRTimeline
Strategic Advocates LLC1,849$460K0.16%-27613F-HRTimeline
CAMDEN NATIONAL BANK1,839$457K0.07%013F-HRTimeline
New Republic Capital, LLC1,838$457K0.2%+12713F-HRTimeline
Nicholson Meyer Capital Management, Inc.1,834$456K0.42%13F-HRTimeline
Hickory Point Bank & Trust1,833$456K0.4%-4013F-HRTimeline
Rise Advisors, LLC1,832$456K0.2%+9013F-HRTimeline
Shotwell Rutter Baer Inc2,002$455K0.4%013F-HRTimeline
Ariadne Wealth Management, LP1,812$455K0.24%-21213F-HRTimeline
von Borstel & Associates, Inc.1,827$454K0.14%-2313F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK2,053$454K0.04%013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC1,976$454K0.1%-18513F-HRTimeline
Fidato Wealth LLC1,824$454K0.35%+4213F-HRTimeline
Marble Harbor Investment Counsel, LLC1,823$453K0.05%-30013F-HRTimeline
Miller Investment Management, LP1,822$453K0.05%013F-HRTimeline
MOTCO1,821$453K0.05%-2,51413F-HRTimeline
Northwest & Ethical Investments L.P.1,817$451K0.01%new13F-HRTimeline
PRENTISS SMITH & CO INC1,810$450K0.29%013F-HRTimeline
Challenger Wealth Management1,807$449K0.36%-413F-HRTimeline
MCF Advisors LLC1,806$449K0.03%-4913F-HRTimeline
Hubbell Strickland Wealth Management, L…1,804$449K0.21%013F-HRTimeline
Selway Asset Management1,800$448K0.18%-1,75013F-HRTimeline
Westshore Wealth, LLC1,800$448K0.19%013F-HRTimeline
Riverview Trust Co1,798$447K0.44%-1613F-HRTimeline
Van Cleef Asset Management,Inc1,792$446K0.05%013F-HRTimeline
Pacifica Partners Inc.1,828$445K0.2%+1413F-HRTimeline
East Coast Asset Management, LLC.1,785$444K0.16%+213F-HRTimeline
Watts Gwilliam & Co., LLC1,785$444K0.1%-48913F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.1,784$444K0.18%-13913F-HRTimeline
Nicholson Wealth Management Group, LLC1,780$443K0.29%+5313F-HRTimeline
McCollum Christoferson Group LLC1,779$442K0.13%013F-HRTimeline
Meridian Financial Advisors, LLC1,779$442K0.31%013F-HRTimeline
MIDDLETON & CO INC/MA1,777$442K0.05%013F-HRTimeline
Quadrant Private Wealth Management, LLC1,774$441K0.11%-42213F-HRTimeline
ABLE Financial Group, LLC1,766$439K0.12%+10513F-HRTimeline
Mattern Wealth Management LLC1,761$438K0.1%+20013F-HRTimeline
Triangle Securities Wealth Management1,761$438K0.11%+2013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Monument Group Wealth Advisors, LLC1,759$437K0.3%013F-HRTimeline
Cambridge Financial Group, LLC1,761$436K0.18%+10013F-HRTimeline
Sivia Capital Partners, LLC1,752$436K0.2%+27213F-HRTimeline
Kingsman Wealth Management, Inc.1,752$436K0.32%13F-HRTimeline
COERENTE CAPITAL MANAGEMENT1,750$435K0.08%013F-HRTimeline
PIONEER TRUST BANK N A/OR1,748$435K0.11%013F-HRTimeline
Prostatis Group LLC1,746$434K0.14%-11913F-HRTimeline
Abel Hall, LLC1,745$434K0.26%+34613F-HRTimeline
Ellis Investment Partners, LLC1,744$434K0.09%-30813F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.1,739$432K0.07%+7213F-HRTimeline
MAS Advisors LLC1,739$432K0.66%013F-HRTimeline
Brucke Financial, Inc.1,787$432K0.38%+11013F-HRTimeline
Guardian Wealth Advisors, LLC1,736$432K0.28%-46213F-HRTimeline
Asset Planning,Inc1,732$431K0.34%+113F-HRTimeline
Silver Lake Advisory, LLC1,732$431K0.19%-79013F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC1,729$430K0.22%013F-HRTimeline
Buck Wealth Strategies, LLC1,728$430K0.08%+2613F-HRTimeline
BridgePort Financial Solutions, LLC1,725$429K0.19%+2513F-HRTimeline
Triune Financial Partners, LLC1,724$429K0.14%013F-HRTimeline
Berry Wealth Group, LP1,722$428K0.33%+34213F-HRTimeline
O'Brien Wealth Partners LLC1,721$428K0.08%+2613F-HRTimeline
Spartan Planning & Wealth Management1,721$428K0.41%+3413F-HRTimeline
Tranquility Partners, LLC1,716$427K0.16%013F-HRTimeline
EVERPAR ADVISORS LLC1,716$427K0.23%+29013F-HRTimeline
EAGLE WEALTH STRATEGIES LLC1,716$427K0.26%+913F-HRTimeline
Foster Victor Wealth Advisors, LLC1,810$426K0.03%-26113F-HRTimeline
Claret Asset Management Corp1,710$425K0.06%-22,20513F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC1,709$425K0.16%-5213F-HRTimeline
Integras Partners LLC1,708$425K0.38%+113F-HRTimeline
WJ Interests, LLC1,700$423K0.2%new13F-HRTimeline
RENAISSANCE GROUP LLC1,698$422K0.02%-7613F-HRTimeline
S&T Bank/PA1,697$422K0.14%+1813F-HRTimeline
OBSIDIAN CIO, LLC1,695$422K0.07%+23113F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC1,695$421K0.19%-4013F-HRTimeline
Washington Trust Bank1,694$421K0.04%-11613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Nordwand Advisors, LLC1,694$421K0.16%013F-HRTimeline
DSG Capital Advisors, LLC1,693$421K0.09%013F-HRTimeline
PENNINGTON PARTNERS & CO., LLC1,687$419K0.24%-43413F-HRTimeline
BEACON INVESTMENT ADVISORS LLC1,684$419K0.2%+8613F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC1,684$419K0.19%+613F-HRTimeline
Measured Wealth Private Client Group, L…1,684$419K0.13%+43713F-HRTimeline
SEVEN MILE ADVISORY1,681$418K0.28%+11413F-HRTimeline
Seed Wealth Management, Inc.1,679$418K0.34%013F-HRTimeline
CNB Bank1,678$417K0.21%-3413F-HRTimeline
BANK OF HAWAII1,678$417K0.02%-23013F-HRTimeline
Fragasso Financial Advisors Inc1,676$417K0.03%+9613F-HRTimeline
Milestone Asset Management Group, LLC1,673$416K0.38%+113F-HRTimeline
Carr Financial Group Corp1,670$415K0.14%+6613F-HRTimeline
Brand Asset Management Group, Inc.1,670$415K0.17%013F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC1,670$415K0.23%+613F-HRTimeline
Fairfield Financial Advisors, LTD1,669$415K0.16%+92213F-HRTimeline
PFS Partners, LLC1,668$415K0.22%-713F-HRTimeline
Adero Partners, LLC1,663$413K0.03%+12413F-HRTimeline
Sterling Investment Advisors, Ltd.1,659$413K0.1%+34313F-HRTimeline
GREATMARK INVESTMENT PARTNERS, INC.1,659$413K0.06%013F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …1,658$412K0.01%+43613F-HR/ATimelineGroup
Vantage Financial Partners, LLC1,657$412K0.1%+1013F-HRTimeline
Single Point Partners, LLC1,655$412K0.1%013F-HRTimeline
Trinity Wealth Management, LLC1,656$412K0.19%+813F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.1,656$411K0.01%-27313F-HRTimelineGroup
International Private Wealth Advisors L…1,651$411K0.39%+6813F-HRTimeline
BRIGHTON SECURITIES CORP.1,651$411K0.2%-25313F-HRTimeline
Quantessence Capital LLC1,650$410K0.1%new13F-HRTimeline
WEDGE CAPITAL MANAGEMENT L L P/NC1,648$410K0.01%-3213F-HRTimeline
Lee Financial Co1,647$410K0.06%-25413F-HRTimeline
SUTTON PLACE INVESTORS LLC1,647$409K0.28%-3,30013F-HRTimeline
Rock Point Advisors, LLC1,645$409K0.13%-1513F-HRTimeline
Resolute Wealth Strategies, LLC1,644$409K0.23%+2113F-HRTimeline
GW HENSSLER & ASSOCIATES LTD1,642$408K0.02%+1713F-HR/ATimeline
Norway Savings Bank1,642$408K0.23%013F-HRTimeline
BOYAR ASSET MANAGEMENT INC.1,641$408K0.3%013F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC1,640$408K0.3%013F-HRTimeline
Atlanta Consulting Group Advisors, LLC1,636$407K0.12%013F-HRTimeline
HTG Investment Advisors, Inc.1,631$406K0.17%-2413F-HRTimeline
One Day In July LLC1,628$405K0.04%+71113F-HRTimeline
STABLEFORD CAPITAL II LLC1,690$404K0.17%013F-HRTimeline
Integris Wealth Management, LLC1,622$403K0.12%-2013F-HRTimeline
ISTHMUS PARTNERS, LLC1,621$403K0.05%013F-HRTimeline
Canton Hathaway, LLC1,621$403K0.08%013F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP1,619$403K0.08%013F-HR/ATimeline
Almanack Investment Partners, LLC.1,618$402K0.08%-26713F-HRTimeline
HFM Investment Advisors, LLC1,617$402K0.19%13F-HRTimeline
Schneider Downs Wealth Management Advis…1,614$401K0.07%013F-HRTimeline
Krane Funds Advisors LLC1,610$400K0.01%-9213F-HRTimeline
DIAMANT ASSET MANAGEMENT, INC.1,610$400K0.3%013F-HRTimeline
Paulson Wealth Management Inc.1,610$400K0.11%-24413F-HRTimeline
Raab & Moskowitz Asset Management LLC1,610$400K0.1%+2513F-HRTimeline
FSC Wealth Advisors, LLC1,604$399K0.26%+14413F-HRTimeline
Clarus Group, Inc.1,602$398K0.15%+6013F-HRTimeline
Strategies Wealth Advisors, LLC1,601$398K0.05%new13F-HRTimeline
Fielder Capital Group LLC1,601$398K0.12%+7713F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P1,600$398K<0.01%+46213F-HRTimelineGroup
Versor Investments LP1,600$398K0.06%-1,60213F-HRTimeline
Denver PWM, LLC1,600$398K0.14%new13F-HRTimeline