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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
Systematic Alpha Investments, LLC2,040$601K0.02%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC2,036$600K0.04%013F-HRTimeline
KPP Advisory Services LLC2,035$600K0.1%+1613F-HR/ATimeline
Matrix Trust Co2,032$599K0.1%+6413F-HRTimeline
Fragasso Financial Advisors Inc2,031$599K0.04%+35513F-HRTimeline
Tripletail Wealth Management, LLC2,504$597K0.85%13F-HRTimeline
Northwest Financial Advisors2,026$597K0.83%-1,90113F-HRTimeline
New World Advisors LLC2,026$597K0.13%+58813F-HRTimeline
Elyxium Wealth, LLC2,020$596K0.22%+64413F-HRTimeline
KWB Wealth2,394$595K0.07%+5313F-HRTimeline
OPTIMUM INVESTMENT ADVISORS2,018$595K0.26%013F-HRTimeline
OBSIDIAN CIO, LLC2,018$595K0.09%+32313F-HRTimeline
Faithward Advisors, LLC2,017$595K0.09%-1213F-HRTimeline
Fortis Capital Advisors, LLC2,016$594K0.11%+14813F-HRTimeline
Nadler Financial Group, Inc.2,015$594K0.06%-56813F-HRTimeline
Realta Investment Advisors2,015$594K0.23%-3713F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.2,008$592K0.31%-1,08813F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC2,004$591K0.23%-2513F-HRTimeline
JMAC ENTERPRISES LLC2,000$590K0.13%new13F-HRTimeline
Ergawealth Advisors, Inc.2,000$590K0.27%013F-HRTimeline
MRA Advisory Group1,999$589K0.28%-12913F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.1,998$589K0.42%-613F-HRTimeline
Stone Summit Wealth LLC1,996$588K0.18%+40013F-HRTimeline
Rossby Financial, LCC1,995$588K0.22%-12413F-HRTimeline
Kuhn & Co Investment Counsel1,992$587K0.44%-1513F-HRTimeline
Resurgent Financial Advisors LLC1,985$585K0.32%new13F-HRTimeline
BALLAST ADVISORS LLC1,984$585K0.17%-36413F-HRTimeline
GPS Wealth Strategies Group, LLC1,984$585K0.07%-1113F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.1,983$585K0.21%+39913F-HRTimeline
Shotwell Rutter Baer Inc2,002$584K0.4%013F-HRTimeline
Enterprise Bank & Trust Co1,980$584K0.22%013F-HRTimeline
Strategic Advocates LLC1,976$582K0.17%+12713F-HRTimeline
Wambolt & Associates, LLC1,998$582K0.2%-2513F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC1,974$582K0.07%+213F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC1,973$582K0.1%+313F-HRTimeline
KRS Capital Management, LLC1,970$581K0.39%-2013F-HRTimeline
Adams Wealth Management1,965$579K0.11%new13F-HRTimeline
CacheTech Inc.1,965$579K0.11%new13F-HRTimeline
CENTRAL BANK & TRUST CO1,962$578K0.09%+9513F-HRTimeline
Leelyn Smith, LLC1,960$578K0.09%+713F-HRTimeline
KEB ASSET MANAGEMENT, LLC1,955$576K0.14%+213F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC1,954$576K0.2%-2813F-HRTimeline
Glass Wealth Management Co LLC1,950$575K0.31%-17513F-HRTimeline
Centric Wealth Management2,370$574K0.14%+7613F-HRTimeline
Gradient Capital Advisors, LLC1,948$574K0.17%+4713F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC1,944$573K0.09%-613F-HRTimeline
Sivia Capital Partners, LLC1,938$571K0.19%+18613F-HR/ATimeline
Clarity Wealth Advisors, LLC1,937$571K0.14%-16413F-HRTimeline
W ADVISORS, LLC1,937$571K0.33%-5713F-HRTimeline
BOS Asset Management, LLC1,928$568K0.18%013F-HRTimeline
HOEY INVESTMENTS, INC1,926$568K0.08%013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…1,920$566K0.02%-15013F-HRTimeline
CKW FINANCIAL GROUP1,943$566K0.07%+513F-HRTimeline
CFM WEALTH PARTNERS LLC1,920$566K0.09%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC1,915$565K0.18%013F-HRTimeline
Financial Symmetry Inc1,908$562K0.29%+5413F-HRTimeline
OMNI 360 Wealth, Inc.1,907$562K0.35%013F-HR/ATimeline
PSI Advisors, LLC1,906$562K0.28%-713F-HRTimeline
Beacon Harbor Wealth Advisors, Inc.1,906$562K0.14%-31,70813F-HRTimeline
True Link Financial Advisors, LLC1,906$562K0.04%-4213F-HRTimeline
Coastline Trust Co1,905$562K0.06%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ALLSTATE CORPin group ALLSTATE CORP1,901$560K0.04%-30,24613F-HRTimelineGroup
SILVIA MCCOLL WEALTH MANAGEMENT, LLC1,901$560K0.41%013F-HRTimeline
CADINHA & CO LLC1,900$560K0.09%+2513F-HRTimeline
Parvin Asset Management, LLC1,900$560K0.58%-1413F-HRTimeline
MOTCO2,210$559K0.05%+38913F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC1,897$559K0.24%+21313F-HRTimeline
REXFORD CAPITAL INC1,891$557K0.46%13F-HRTimeline
MPS Loria Financial Planners, LLC1,887$556K0.16%-25413F-HRTimeline
Rockbridge Investment Management, LCC1,883$555K0.06%+113F-HRTimeline
Key Financial Inc1,883$555K0.11%-12913F-HRTimeline
King Wealth Management Group1,878$554K0.08%013F-HRTimeline
AJ Advisors, LLC1,870$551K0.25%+1113F-HRTimeline
Beacon Financial Strategies CORP1,870$551K0.35%013F-HRTimeline
Guardian Wealth Advisors, LLC1,869$551K0.33%+13313F-HRTimeline
BAKER BOYER NATIONAL BANK1,866$550K0.19%013F-HRTimeline
Kentucky Trust Co1,863$549K0.31%013F-HRTimeline
Rise Advisors, LLC1,861$549K0.22%+2913F-HRTimeline
Community Bank of Raymore1,860$548K0.41%013F-HRTimeline
Cypress Wealth Services, LLC1,855$547K0.1%+36813F-HRTimeline
Birchcreek Wealth Management, LLC1,847$544K0.31%-15713F-HRTimeline
CAMDEN NATIONAL BANK1,839$542K0.08%013F-HRTimeline
Rosenberg Matthew Hamilton1,836$541K0.13%-17513F-HRTimeline
Summit Wealth Partners, LLC1,836$541K0.1%-10013F-HRTimeline
Boreal Capital Management LLC1,829$539K0.45%13F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC1,826$538K0.11%-4713F-HRTimeline
Arrowroot Family Office, LLC1,825$538K0.24%13F-HRTimeline
UNION SAVINGS BANK2,124$538K0.25%+2813F-HRTimeline
Marble Harbor Investment Counsel, LLC1,823$537K0.06%013F-HRTimeline
Miller Investment Management, LP1,822$537K0.06%013F-HRTimeline
Challenger Wealth Management1,813$535K0.37%+613F-HRTimeline
PRENTISS SMITH & CO INC1,810$534K0.32%013F-HRTimeline
L.M. KOHN & COMPANY1,807$533K0.14%-38513F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…1,805$532K0.15%+26513F-HRTimeline
Hubbell Strickland Wealth Management, L…1,804$532K0.23%013F-HRTimeline
Denver PWM, LLC1,800$531K0.17%+20013F-HRTimeline
MCF Advisors LLC1,797$530K0.04%-913F-HRTimeline
Pacifica Partners Inc.1,828$530K0.21%013F-HRTimeline
CM WEALTH ADVISORS LLC1,796$529K0.16%-49013F-HRTimeline
Jacobsen Capital Management1,795$529K0.19%+27613F-HRTimeline
Buck Wealth Strategies, LLC1,794$529K0.08%+6613F-HRTimeline
Van Cleef Asset Management,Inc1,792$528K0.06%013F-HRTimeline
Brucke Financial, Inc.1,791$528K0.37%+413F-HRTimeline
Krane Funds Advisors LLC1,790$528K0.02%+18013F-HRTimeline
Quadrant Private Wealth Management, LLC1,789$527K0.11%+1513F-HRTimeline
East Coast Asset Management, LLC.1,788$527K0.17%+313F-HRTimeline
CoreFirst Bank & Trust1,786$526K0.3%-34513F-HRTimeline
SEVEN MILE ADVISORY1,785$526K0.32%+10413F-HRTimeline
Kingsman Wealth Management, Inc.1,782$525K0.33%+3013F-HRTimeline
Foster Victor Wealth Advisors, LLC1,810$525K0.04%013F-HRTimeline
Washington Trust Bank1,780$525K0.04%+8613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TIEMANN INVESTMENT ADVISORS, LLC1,780$525K0.21%+8513F-HRTimeline
Capital Advantage, Inc.1,779$525K0.08%-813F-HRTimeline
McCollum Christoferson Group LLC1,779$524K0.16%013F-HRTimeline
Meridian Financial Advisors, LLC1,779$524K0.34%013F-HRTimeline
MIDDLETON & CO INC/MA1,777$524K0.06%013F-HRTimeline
Hickory Point Bank & Trust1,775$523K0.42%-5813F-HRTimeline
Spartan Planning & Wealth Management1,774$523K0.45%+5313F-HRTimeline
Raleigh Capital Management Inc.1,768$521K0.22%-43113F-HRTimeline
Triangle Securities Wealth Management1,761$519K0.13%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Mattern Wealth Management LLC1,761$519K0.11%013F-HRTimeline
Cambridge Financial Group, LLC1,761$519K0.19%013F-HRTimeline
Maia Wealth LLC1,761$519K0.1%+9913F-HRTimeline
Nicholson Wealth Management Group, LLC1,757$518K0.32%-2313F-HRTimeline
HCR Wealth Advisors1,753$517K0.06%-30013F-HRTimeline
COERENTE CAPITAL MANAGEMENT1,750$516K0.09%013F-HRTimeline
Worth Asset Management, LLC1,750$516K0.25%-26813F-HRTimeline
PIONEER TRUST BANK N A/OR1,748$515K0.13%013F-HRTimeline
EVERPAR ADVISORS LLC1,746$515K0.23%+3013F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.1,745$514K0.07%+613F-HRTimeline
MAS Advisors LLC1,744$514K0.84%+513F-HRTimeline
Fortitude Family Office, LLC1,743$514K0.17%-1,08013F-HRTimeline
JGP Wealth Management, LLC1,738$512K0.06%+29913F-HRTimeline
Berry Wealth Group, LP1,738$512K0.36%+1613F-HRTimeline
Warren Street Wealth Advisors, LLC1,737$512K0.17%+83613F-HRTimeline
Horan Securities, Inc.1,731$510K0.18%+18013F-HRTimeline
Triune Financial Partners, LLC1,730$510K0.14%+613F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC1,729$510K0.24%013F-HRTimeline
S&T Bank/PA1,728$509K0.15%+3113F-HRTimeline
EAGLE WEALTH STRATEGIES LLC1,723$508K0.28%+713F-HRTimeline
Austin Asset Management Co Inc1,721$507K0.1%+91413F-HRTimeline
O'Brien Wealth Partners LLC1,721$507K0.08%013F-HRTimeline
PFS Partners, LLC1,719$507K0.26%+5113F-HRTimeline
Abel Hall, LLC1,717$506K0.23%-2813F-HRTimeline
Nicholson Meyer Capital Management, Inc.1,715$505K0.43%-11913F-HRTimeline
LeConte Wealth Management, LLC1,710$504K0.34%+53813F-HRTimeline
Net Worth Advisory Group1,710$504K0.11%new13F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC1,709$504K0.17%013F-HRTimeline
Integras Partners LLC1,708$503K0.51%013F-HRTimeline
INTREPID CAPITAL MANAGEMENT INC1,705$503K0.2%new13F-HRTimeline
Seed Wealth Management, Inc.1,705$503K0.37%+2613F-HRTimeline
Ellis Investment Partners, LLC1,700$501K0.1%-4413F-HRTimeline
Westshore Wealth, LLC1,700$501K0.19%-10013F-HRTimeline
CNB Bank1,698$501K0.24%+2013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…1,693$499K0.03%+28713F-HRTimeline
DSG Capital Advisors, LLC1,693$499K0.09%013F-HRTimeline
Empirical Asset Management, LLC1,693$499K0.15%+74413F-HRTimeline
Claret Asset Management Corp1,692$499K0.06%-1813F-HRTimeline
Convergence Financial, LLC1,692$499K0.09%-1,85813F-HRTimeline
Carr Financial Group Corp1,683$496K0.15%+1313F-HRTimeline
Wealthquest Corp1,680$495K0.04%+10013F-HRTimeline
Huntleigh Advisors, Inc.1,677$495K0.1%+11313F-HRTimeline
Stonebrook Private Inc.1,677$494K0.12%+10013F-HRTimeline
Monument Group Wealth Advisors, LLC1,676$494K0.31%-8313F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC1,675$494K0.25%+513F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…1,671$493K<0.01%-14,66813F-HRTimelineGroup
Fiera Capital Corpin group Fiera Capital Corp1,670$492K<0.01%-1,80713F-HRTimelineGroup
Meridian Financial Partners LLC1,669$492K0.23%-18013F-HRTimeline
Sterling Investment Advisors, Ltd.1,668$492K0.11%+913F-HRTimeline
PENNINGTON PARTNERS & CO., LLC1,667$491K0.26%-2013F-HRTimeline
Vantage Financial Partners, LLC1,667$491K0.11%+1013F-HRTimeline
Willis Investment Counsel1,664$491K0.03%+13813F-HRTimeline
Alta Wealth Advisors LLC1,664$491K0.23%-19113F-HRTimeline
Gibbs Wealth Management1,664$491K0.09%+21813F-HRTimeline
Trinity Wealth Management, LLC1,664$490K0.19%+813F-HRTimeline
Penbrook Management LLC1,662$490K0.37%-86313F-HR/ATimeline
ABLE Financial Group, LLC1,661$490K0.12%-10513F-HRTimeline
GF FUND MANAGEMENT CO. LTD.1,661$490K0.01%new13F-HRTimeline
Milestone Asset Management Group, LLC1,661$490K0.36%-1213F-HRTimeline
BEACON INVESTMENT ADVISORS LLC1,688$489K0.21%+413F-HRTimeline
SUTTON PLACE INVESTORS LLC1,659$489K0.29%+1213F-HRTimeline
One Day In July LLC1,658$489K0.04%+3013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…1,657$488K0.17%+23613F-HRTimeline
Single Point Partners, LLC1,655$488K0.11%013F-HRTimeline
CWC Advisors, LLC.1,655$488K0.25%+19613F-HRTimeline
FRED ALGER MANAGEMENT, LLCin group FRED ALGER MANAGEMENT, LLC1,653$487K<0.01%new13F-HRTimelineGroup
Resolute Wealth Strategies, LLC1,649$486K0.26%+513F-HRTimeline
Tranquility Partners, LLC1,648$486K0.17%-6813F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV1,936$485K0.23%+53413F-HRTimeline
BOYAR ASSET MANAGEMENT INC.1,641$484K0.32%013F-HRTimeline
HFM Investment Advisors, LLC1,641$484K0.21%+2413F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC1,640$483K0.32%013F-HRTimeline
Investor's Fiduciary Advisor Network, L…1,642$483K0.18%+58813F-HRTimeline
Atlanta Consulting Group Advisors, LLC1,636$482K0.13%013F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.1,634$482K0.18%-15013F-HRTimeline
Total Clarity Wealth Management, Inc.1,634$482K0.14%-15213F-HRTimeline
AssuredPartners Investment Advisors, LLC1,628$480K0.12%-2,46413F-HRTimeline
RBA Wealth Management, LLC1,626$479K0.18%-31813F-HRTimeline
Sterling Investment Counsel, LLC1,623$478K0.28%-1,11813F-HRTimeline
Integris Wealth Management, LLC1,622$478K0.12%013F-HRTimeline