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Disclosery

IBM INTERNATIONAL BUSINESS MACHS

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COM (common), issuer CIK 51143

3,439 managers (3,497 13F filers) reported a position in IBM shares at 2026-03-31, 593,555,913 shares in all. 125 filers opened a position and 339 filers sold out during the quarter.

Managers
3,439
13F filers
3,497
New
125
Added
1,520
Reduced
1,343
Sold out
339
Shares held by filers
593,555,913

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Cape Investment Advisory, Inc.2,420$587K0.2%-1,69213F-HRTimeline
Rench Wealth Management, Inc.2,416$586K0.18%+1313F-HRTimeline
Symphony Financial, Ltd. Co.2,452$585K0.08%-6913F-HRTimeline
Regent Peak Wealth Advisors LLC2,411$584K0.12%+3113F-HRTimeline
Rothschild Wealth LLC2,404$583K0.05%+10413F-HRTimeline
Oath Planning, LLC2,402$582K0.52%+1413F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC2,400$582K0.04%013F-HRTimeline
Aristotle Atlantic Partners, LLCin group ARISTOTLE INVESTMENT SERVICES…2,400$582K0.03%013F-HRTimelineGroup
AIRE ADVISORS, LLC2,400$582K0.11%+6613F-HRTimeline
Innova Wealth Partners2,400$582K0.28%+1113F-HRTimeline
Integrity Advisory Solutions, LLC2,396$581K0.08%-3313F-HRTimeline
CMC Financial Group2,395$581K1.18%-34813F-HRTimeline
Godfrey Financial Associates, Inc.2,395$581K0.5%+213F-HRTimeline
Security Financial Services, INC.2,393$580K0.09%+5713F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC2,386$578K0.12%+9713F-HRTimeline
Blueshift Asset Management, LLC2,380$577K0.18%+1,61013F-HRTimeline
OBSIDIAN CIO, LLC2,373$575K0.52%+2,15613F-HRTimeline
Per Stirling Capital Management, LLC.2,371$575K0.06%+3313F-HRTimeline
Balboa Wealth Partners2,370$574K0.1%-87113F-HRTimeline
EARNEST PARTNERS LLC2,369$574K<0.01%-2913F-HRTimeline
Princeton Global Asset Management LLC2,369$574K0.09%+10913F-HRTimeline
Innovative Asset Advisors Group, LLC2,362$573K0.33%13F-HRTimeline
Wealth Management Strategies, Inc.2,357$571K0.26%+1613F-HRTimeline
Taylor Securities Services, Inc.2,354$571K0.27%-34013F-HRTimeline
Pekin Hardy Strauss, Inc.2,350$570K0.06%-813F-HRTimeline
INDEPENDENT INVESTORS INC2,350$570K0.11%013F-HRTimeline
Wernau Asset Management Inc.2,348$569K0.59%013F-HRTimeline
Values Added Financial LLC2,347$569K0.24%-6313F-HRTimeline
Nvest Financial, LLC2,346$569K0.21%+1213F-HRTimeline
Morton Capital Management LLC/CA2,345$568K0.08%+9313F-HRTimeline
Acorns Advisers, LLC2,344$568K<0.01%+49113F-HRTimeline
FCG Investment Co2,340$567K0.25%13F-HRTimeline
EVERPAR ADVISORS LLC2,339$567K0.2%+9613F-HRTimeline
Dorato Capital Management2,344$567K0.42%-1713F-HRTimeline
SWEENEY & MICHEL, LLC2,381$566K0.17%+1513F-HRTimeline
MOR Wealth Management, LLC2,336$566K0.26%-42013F-HRTimeline
MFA Wealth Services2,334$566K0.37%+20313F-HRTimeline
Z3 Capital Partners, LLC2,327$564K0.14%-5013F-HRTimeline
RS CRUM INC.2,326$564K0.11%013F-HRTimeline
Wilson & Boucher Capital Management, LLC2,325$564K0.37%013F-HRTimeline
Northstar Financial Companies, Inc.2,317$562K0.45%-5313F-HRTimeline
Five Oceans Advisors2,314$561K0.2%-2413F-HRTimeline
VICTORY FINANCIAL GROUP, LLC2,314$561K0.07%+23913F-HRTimeline
GRANDFIELD & DODD, LLC2,310$560K0.03%+51313F-HRTimeline
Evernest Financial Advisors, LLC2,453$559K0.12%-3713F-HRTimeline
Financial Management Professionals, Inc.2,307$559K0.06%-2813F-HRTimeline
Rockbridge Investment Management, LCC2,306$559K0.05%+40913F-HRTimeline
Adams Wealth Management2,302$558K0.12%+63213F-HRTimeline
Talbot Financial, LLC2,300$557K0.05%013F-HRTimeline
Walkner Condon Financial Advisors LLC2,297$557K0.07%-31813F-HRTimeline
Winter & Associates, Inc.2,255$556K0.49%+5813F-HRTimeline
Daybright Advisory Services, Inc.2,291$555K0.15%-19013F-HRTimeline
BALLAST ADVISORS LLC2,290$555K0.16%-17813F-HR/ATimeline
Hilton Head Capital Partners, LLC2,274$551K0.31%+5413F-HRTimeline
Affinity Capital Advisors, LLC2,267$550K0.08%-17313F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…2,265$549K0.08%-13213F-HRTimeline
Marathon Mission, Inc.2,260$548K0.32%+21513F-HRTimeline
Krane Funds Advisors LLC2,222$547K0.02%+53213F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC2,257$547K0.35%-1913F-HRTimeline
WOLFF WIESE MAGANA LLC2,256$547K0.3%-513F-HRTimeline
Revolve Wealth Partners, LLC2,246$544K0.07%-16913F-HRTimeline
Lynx Investment Advisory2,242$544K0.26%-62913F-HRTimeline
Teamwork Financial Advisors, LLC2,241$543K0.06%+7713F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV2,239$543K0.2%-3813F-HRTimeline
SIG BROKERAGE, LP2,239$543K0.15%new13F-HRTimeline
TriaGen Wealth Management LLC2,239$543K0.15%013F-HRTimeline
McKinley Carter Wealth Services, Inc.2,238$543K0.03%-18713F-HRTimeline
ARMSTRONG HENRY H ASSOCIATES INC2,238$542K0.06%013F-HRTimeline
NWF Advisory Services Inc.2,235$542K0.06%-35413F-HRTimeline
Tower Wealth Partners, Inc.2,230$541K0.3%-26913F-HRTimeline
JOURNEY RETIREMENT PLANNING & INVESTMEN…2,228$540K0.48%-8,56413F-HRTimeline
Phoenix Wealth Advisors2,226$540K0.21%013F-HRTimeline
Meadow Creek Wealth Advisors LLC2,225$539K0.35%-12713F-HRTimeline
Financial Security Advisor, Inc.2,223$539K0.1%+1313F-HRTimeline
OUTFITTERS FINANCIAL LLC2,220$538K0.42%-3213F-HRTimeline
WHALEROCK POINT PARTNERS, LLC2,218$538K0.1%013F-HRTimeline
Commonwealth Retirement Investments LLC2,212$536K0.17%-8713F-HRTimeline
Global X Japan Co., Ltd.2,212$536K0.03%-9113F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS2,129$534K0.15%-3813F-HRTimeline
Reyes Financial Architecture, Inc.2,203$534K0.44%-55813F-HRTimeline
BURLING WEALTH PARTNERS, LLC2,200$533K0.09%-91613F-HRTimeline
CM WEALTH ADVISORS LLC2,199$533K0.11%-8513F-HRTimeline
CAPITAL COUNSEL LLC/NY2,198$533K0.02%+3013F-HRTimeline
LVW Advisors, LLC2,195$532K0.05%+8113F-HRTimeline
VeraBank, N.A.2,190$531K0.1%013F-HRTimeline
US Asset Management LLC2,190$531K0.46%-913F-HRTimeline
Towercrest Capital Management2,186$530K0.08%+5013F-HRTimeline
ISTHMUS PARTNERS, LLC2,183$529K0.06%013F-HRTimeline
Central Pacific Bank - Trust Division2,183$529K0.07%+35413F-HRTimeline
Alliance Wealth Management Group2,178$528K0.12%+5013F-HRTimeline
Wealthspire Retirement, LLC2,177$528K0.03%-22913F-HRTimeline
Financial Futures Ltd Liability Co.2,177$528K0.23%+713F-HRTimeline
McElhenny Sheffield Capital Management,…2,174$527K0.13%-3713F-HRTimeline
Beacon Financial Advisory LLC2,169$526K0.12%+1713F-HRTimeline
Kuhn & Co Investment Counsel2,165$525K0.34%+7813F-HRTimeline
Alpha Family Trustin group Alpha Family Trust2,165$525K0.25%013F-HRTimelineGroup
Waterfront Wealth Inc.2,163$524K0.1%+1513F-HRTimeline
PSI Advisors, LLC2,159$523K0.13%-1213F-HRTimeline
Arnhold LLC2,156$523K0.04%013F-HRTimeline
Ergawealth Advisors, Inc.2,155$522K0.23%+15513F-HRTimeline
Progressive Investment Management Corp2,149$521K0.14%013F-HRTimeline
Willis Johnson & Associates, Inc.2,144$520K0.03%-86713F-HRTimeline
Prosperity Bancshares Inc2,143$519K0.42%-35713F-HRTimeline
Knott David M Jr2,142$519K0.31%013F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…2,142$519K0.12%013F-HRTimeline
BANK OF HAWAII2,138$518K0.03%+4313F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC2,136$518K0.07%-3613F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…2,135$518K0.19%+2813F-HRTimelineGroup
RETIREMENT PLANNING GROUP, LLC / NY2,133$517K0.33%+89513F-HRTimeline
FINANCIAL CONSULATE, INC2,131$516K0.06%+3513F-HRTimeline
KPP Advisory Services LLC2,129$516K0.07%+3813F-HRTimeline
Archer Investment Corp2,127$516K0.11%-2,04813F-HRTimeline
CNB Bank2,127$516K0.22%-5013F-HRTimeline
Lantern Wealth Advisors, LLC2,126$515K0.26%+24213F-HRTimeline
Gibbs Wealth Management2,124$515K0.07%+78913F-HRTimeline
VUB Generali dochodkova spravcovska spo…2,124$515K0.41%013F-HRTimeline
Freestate Advisors LLC2,121$514K0.41%013F-HRTimeline
Centric Wealth Management2,234$513K0.1%-12813F-HRTimeline
Providence Financial Advisors, LLC2,115$513K0.29%+5513F-HRTimeline
LGL PARTNERS, LLC2,114$512K0.21%+27513F-HRTimeline
Rossby Financial, LCC2,107$512K0.11%+1,11013F-HRTimeline
Signal Advisors Wealth, LLC2,112$512K0.04%+23113F-HRTimeline
Southland Equity Partners LLC2,099$509K0.1%-5813F-HRTimeline
UNION SAVINGS BANK2,099$509K0.22%-16213F-HRTimeline
CHAPIN DAVIS, INC.2,097$508K0.11%+113F-HRTimeline
KRS Capital Management, LLC2,096$508K0.31%+613F-HRTimeline
Walser Wealth Management Company, A Ltd…2,095$508K0.23%+51313F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI2,085$505K0.02%-39313F-HRTimeline
Voleon Capital Management LP2,080$504K0.01%-1,28913F-HRTimeline
Fragasso Financial Advisors Inc2,042$504K0.03%-5913F-HRTimeline
Centerline Wealth Advisors, LLC2,076$503K0.18%+213F-HRTimeline
Lazard Freres Gestion S.A.S.2,078$503K0.01%013F-HRTimeline
Washington Trust Bank2,073$502K0.04%+36113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Arrowroot Family Office, LLC2,072$502K0.17%+22813F-HR/ATimeline
Hamilton Capital, LLC2,071$502K0.03%+29113F-HRTimeline
CERTUITY, LLC2,067$501K0.03%-27813F-HRTimeline
Realta Investment Advisors2,067$501K0.17%-15513F-HRTimeline
Lansing Street Advisors2,061$500K0.13%+39513F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC2,058$499K0.16%-13213F-HRTimeline
CHELSEA COUNSEL CO2,057$499K0.22%013F-HR/ATimeline
Financial Symmetry Inc2,156$498K0.18%-17313F-HRTimeline
Davis Investment Partners, LLC2,054$498K0.18%-17413F-HRTimeline
626 Financial, LLC2,053$498K0.22%013F-HRTimeline
Glass Wealth Management Co LLC2,050$497K0.19%013F-HRTimeline
SwitchPoint Financial Planning, LLC2,046$496K0.34%+52513F-HRTimeline
CFM WEALTH PARTNERS LLC2,041$495K0.07%013F-HRTimeline
Tandem Investment Partners LLC2,041$495K0.42%+15713F-HRTimeline
Systematic Alpha Investments, LLC2,040$494K0.02%013F-HRTimeline
McCollum Christoferson Group LLC2,037$494K0.15%013F-HRTimeline
Whalen Wealth Management Inc.2,035$493K0.26%+52713F-HRTimeline
DMC Group, LLC2,033$493K0.33%-75813F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC2,029$492K0.01%-713F-HRTimelineGroup
Nadler Financial Group, Inc.2,025$491K0.05%+213F-HRTimeline
Gradient Capital Advisors, LLC2,018$489K0.13%+313F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC2,014$488K0.03%013F-HRTimeline
KEB ASSET MANAGEMENT, LLC2,010$487K0.09%+10513F-HRTimeline
BEACON INVESTMENT ADVISORS LLC2,009$487K0.18%+7613F-HRTimeline
Resolute Wealth Strategies, LLC2,008$487K0.21%+36413F-HRTimeline
Clear Creek Financial Management, LLC2,007$487K0.04%+62213F-HRTimeline
First Business Financial Services, Inc.2,004$486K0.04%+24013F-HRTimeline
Shotwell Rutter Baer Inc2,002$485K0.29%013F-HRTimeline
Bramshill Investments, LLC2,000$485K0.04%new13F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC1,999$485K0.2%+17013F-HRTimeline
Accretive Wealth Partners, LLC1,999$485K0.14%+62213F-HRTimeline
CHANNEL WEALTH LLC1,994$483K0.12%+68013F-HRTimeline
PEOPLES BANK /OH1,992$483K0.3%-29013F-HRTimeline
MCDANIEL TERRY & CO1,988$482K0.04%+20013F-HRTimeline
BAKER BOYER NATIONAL BANK1,987$482K0.14%-3213F-HRTimeline
Verition Fund Management LLC1,984$481K<0.01%-15,95913F-HRTimeline
Abel Hall, LLC1,984$481K0.1%-1,13613F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC1,982$480K0.03%013F-HRTimeline
GROUP ONE TRADING LLC1,980$480K0.02%-14,18813F-HRTimeline
ABLE Financial Group, LLC1,979$480K0.09%-13213F-HRTimeline
MA Private Wealth1,977$479K0.08%-22413F-HRTimeline
Everest Financial Group LLC1,971$478K0.08%new13F-HRTimeline
Planning Center, Inc.1,971$478K0.05%+38413F-HRTimeline
Counterweight Ventures, LLC1,966$477K0.27%+50613F-HRTimeline
W ADVISORS, LLC1,964$476K0.24%-613F-HRTimeline
CKW FINANCIAL GROUP1,959$476K0.05%+613F-HRTimeline
EAGLE WEALTH STRATEGIES LLC1,957$474K0.21%+2913F-HRTimeline
Westerkirk Capital Inc.1,953$473K0.05%013F-HRTimeline
MRA Advisory Group1,953$473K0.19%-8313F-HRTimeline
Brookwood Investment Group LLC1,948$472K0.06%-20813F-HRTimeline
BOS Asset Management, LLC1,945$471K0.12%013F-HRTimeline
Stonebrook Private Inc.1,943$471K0.1%+19813F-HRTimeline
Total Clarity Wealth Management, Inc.1,943$471K0.11%+18313F-HRTimeline
Brand Asset Management Group, Inc.1,939$470K0.12%+16313F-HRTimeline
Petros Family Wealth, LLC1,938$470K0.33%-1,20713F-HRTimeline
Cove Private Wealth, LLC1,935$469K0.11%013F-HRTimeline
Willis Investment Counsel1,935$469K0.03%+313F-HRTimeline
POM Investment Strategies, LLC1,929$468K0.58%+30713F-HRTimeline
RIA Advisory Group LLC1,928$467K0.11%-60413F-HRTimeline
LWM Advisory Services, LLC1,925$467K0.5%-22113F-HRTimeline
WEDGE CAPITAL MANAGEMENT L L P/NC1,924$466K0.01%+22413F-HRTimeline
Castleview Partners, LLC1,921$466K0.24%+23013F-HRTimeline
Destiny Wealth Partners, LLC1,917$465K0.05%+23013F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.1,915$464K0.15%-56513F-HRTimeline
Yanni & Associates Investment Advisors,…1,914$464K0.48%013F-HRTimeline
BIRCH FINANCIAL GROUP, LLC1,908$463K0.27%-44713F-HRTimeline
Aigen Investment Management, LP1,902$461K0.12%+90613F-HRTimeline