Skip to content

IBM INTERNATIONAL BUSINESS MACHS

Follow

COM (common), issuer CIK 51143

3,102 managers (3,145 13F filers) reported a position in IBM shares at 2024-12-31, 574,831,016 shares in all. 121 filers opened a position and 111 filers sold out during the quarter.

Managers
3,102
13F filers
3,145
New
121
Added
1,177
Reduced
1,166
Sold out
111
Shares held by filers
574,831,016

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
BRIGHT FINANCIAL ADVISORS, INC.1,594$350K0.22%-12013F-HRTimeline
BLODGETT WEALTH ADVISORS, LLC1,593$350K0.27%-2513F-HRTimeline
Matrix Trust Co1,591$350K0.06%+1,30613F-HRTimeline
Planning Center, Inc.1,587$349K0.04%-3813F-HRTimeline
BRADY FAMILY WEALTH, LLC1,585$348K0.11%013F-HRTimeline
Raab & Moskowitz Asset Management LLC1,585$348K0.09%-4113F-HRTimeline
International Private Wealth Advisors L…1,583$348K0.35%-1713F-HRTimeline
Investor's Fiduciary Advisor Network, L…1,583$348K0.13%13F-HRTimeline
Blackston Financial Advisory Group, LLC1,580$347K0.17%-113F-HRTimeline
Fragasso Financial Advisors Inc1,580$347K0.03%+5213F-HRTimeline
Prepared Retirement Institute LLC1,580$347K0.2%+413F-HRTimeline
American Institute for Advanced Investm…1,579$347K0.26%013F-HRTimeline
Tudor Financial Inc.1,574$346K0.2%new13F-HRTimeline
Wealthquest Corp1,573$346K0.03%-18613F-HRTimeline
Eagle Bluffs Wealth Management LLC1,571$345K0.19%+413F-HRTimeline
NDVR, Inc.1,567$344K0.33%+8113F-HRTimeline
SEVEN MILE ADVISORY1,567$344K0.22%+64913F-HRTimeline
TruNorth Capital Management, LLC1,565$344K0.09%013F-HRTimeline
Counterweight Ventures, LLC1,565$344K0.24%013F-HRTimeline
Clarus Wealth Advisors1,579$343K0.17%-26913F-HRTimeline
Mattern Wealth Management LLC1,561$343K0.08%-30013F-HRTimeline
Hamilton Capital, LLC1,559$343K0.03%+513F-HRTimeline
Marotta Asset Management1,557$342K0.07%-10313F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC1,556$342K0.39%13F-HRTimeline
Fourth Dimension Wealth, LLC1,555$342K0.18%13F-HRTimeline
VeraBank, N.A.1,549$341K0.1%+3213F-HRTimeline
Whelan Financial1,548$340K0.13%+23813F-HRTimeline
Horan Securities, Inc.1,548$340K0.13%-3513F-HRTimeline
Twin Lakes Capital Management, LLC1,547$340K0.22%+413F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.1,545$340K0.26%-10013F-HRTimeline
Clarus Group, Inc.1,542$339K0.12%+1013F-HRTimeline
Aurora Private Wealth, Inc.1,542$339K0.25%-713F-HRTimeline
Harold Davidson & Associates Inc.1,540$339K0.16%13F-HRTimeline
Adero Partners, LLC1,539$338K0.02%+23213F-HRTimeline
VSM Wealth Advisory, LLC1,538$338K0.12%13F-HRTimeline
GoalFusion Wealth Management, LLC1,537$338K0.18%+13413F-HRTimeline
Sovran Advisors, LLC1,551$338K0.05%13F-HRTimeline
Willis Investment Counsel1,531$336K0.02%+313F-HRTimeline
Scissortail Wealth Management, LLC1,527$336K0.09%+1,51913F-HRTimeline
Lansing Street Advisors1,528$336K0.12%+2513F-HRTimeline
Baugh & Associates, LLC1,527$336K0.17%013F-HRTimeline
Fielder Capital Group LLC1,524$335K0.1%+26113F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.1,524$335K0.15%+1013F-HRTimeline
Embree Financial Group1,523$335K0.06%-7213F-HRTimeline
Obermeyer Wealth Partners1,522$335K0.02%+44613F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC1,522$335K0.34%013F-HRTimeline
WEST PACES ADVISORS INC.1,521$334K0.08%013F-HRTimeline
Armbruster Capital Management, Inc.1,518$334K0.07%+32513F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC1,517$334K0.05%+613F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC1,514$333K0.04%-1,40213F-HRTimeline
Jacksonville Wealth Management, LLC1,510$332K0.31%13F-HRTimeline
Kohmann Bosshard Financial Services, LLC1,509$332K0.04%+813F-HRTimeline
Horizon Advisory Services, Inc.1,508$332K0.19%013F-HRTimeline
KAHN BROTHERS GROUP INC1,508$331K0.07%013F-HRTimeline
Advisory Resource Group1,506$331K0.07%+1813F-HRTimeline
MOTIVE WEALTH ADVISORS1,505$331K0.18%-5413F-HRTimeline
Pacific Sage Partners, LLC1,502$330K0.08%013F-HRTimeline
Sage Financial Management Group, Inc.1,500$330K0.12%013F-HRTimeline
NEW SOUTH CAPITAL MANAGEMENT INC1,500$330K0.01%013F-HRTimeline
Stanley-Laman Group, Ltd.1,500$330K0.05%013F-HRTimeline
IAT REINSURANCE CO LTD.1,500$330K0.07%013F-HRTimeline
LOUNTZIS ASSET MANAGEMENT, LLC1,500$330K0.14%013F-HRTimeline
Gibson Wealth Advisors LLC1,500$330K0.27%013F-HRTimeline
Fortune Financial Advisors, LLC1,500$330K0.3%013F-HRTimeline
Sollinda Capital Management LLC1,499$330K0.09%+13913F-HRTimeline
Stonebrook Private Inc.1,498$329K0.09%+7213F-HRTimeline
Dechtman Wealth Management, LLC1,496$329K0.06%+413F-HRTimeline
Hardy Reed LLC1,496$329K0.03%+23113F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.1,493$328K0.11%-4413F-HRTimeline
Advyzon Investment Management, LLC1,493$328K0.13%13F-HRTimeline
Strengthening Families & Communities, L…1,494$328K0.19%-18,81013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,490$328K0.05%+3413F-HRTimelineGroup
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…1,490$328K0.11%+5013F-HRTimeline
GUERRA PAN ADVISORS, LLC1,488$327K0.24%013F-HRTimeline
Cambridge Advisors Inc.1,485$326K0.07%013F-HRTimeline
Nelson Capital Management, LLC1,484$326K0.05%+613F-HRTimeline
Sivia Capital Partners, LLC1,480$325K0.16%+1913F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV1,474$324K0.12%+6113F-HRTimeline
NOTTINGHAM ADVISORS, INC.1,474$324K0.04%+14513F-HRTimeline
Detalus Advisors, LLC1,474$324K0.11%-3,33813F-HRTimeline
FSA Advisors, Inc.1,473$324K0.4%new13F-HRTimeline
OBSIDIAN CIO, LLC1,464$322K0.06%+43813F-HRTimeline
FSC Wealth Advisors, LLC1,460$321K0.21%-10013F-HRTimeline
May Hill Capital, LLC1,460$321K0.12%13F-HRTimeline
BECK MACK & OLIVER LLC1,459$321K0.01%+113F-HRTimeline
Cypress Wealth Services, LLC1,458$321K0.06%-913F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC1,455$320K0.06%-1,05813F-HRTimeline
MeadowBrook Investment Advisors LLC1,451$319K0.28%-1513F-HRTimeline
ERn Financial, LLC1,449$318K0.05%-16213F-HRTimeline
Stone Summit Wealth LLC1,446$318K0.11%+25313F-HRTimeline
Altus Wealth Group LLC1,443$317K0.14%+18413F-HRTimeline
New World Advisors LLC1,442$317K0.08%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…1,440$317K0.12%013F-HRTimeline
HHM Wealth Advisors, LLC1,441$317K0.04%+25813F-HRTimeline
Bank of Marin1,441$317K0.25%013F-HRTimeline
SJS Investment Consulting Inc.1,438$316K0.05%-1013F-HRTimeline
PALISADE CAPITAL MANAGEMENT, LP1,438$316K0.01%-8013F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC1,437$316K0.24%013F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC1,433$315K0.07%-1913F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC1,431$315K0.04%+4313F-HRTimeline
Polymer Capital Management (US) LLC1,431$315K0.1%13F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC1,428$314K0.08%-7,40213F-HRTimelineGroup
EVERPAR ADVISORS LLC1,426$313K0.16%-2613F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…1,425$313K0.08%+6913F-HRTimeline
Abbot Financial Management, Inc.1,420$312K0.16%013F-HRTimeline
JGP Wealth Management, LLC1,419$312K0.04%+5513F-HRTimeline
Rappaport Reiches Capital Management, L…1,418$312K0.08%-8413F-HRTimeline
Aspetuck Financial Management LLC1,417$311K0.24%13F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…1,415$311K0.01%+6713F-HRTimeline
Frisch Financial Group, Inc.1,414$311K0.09%-4213F-HRTimeline
Ellevest, Inc.1,414$311K0.02%+3313F-HRTimeline
Safeguard Financial, LLC1,411$310K0.07%new13F-HRTimeline
Bolthouse Investments, LLC1,410$310K0.29%13F-HRTimeline
Defined Financial Planning LLC1,410$310K0.33%13F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC1,410$310K0.13%-1,89813F-HRTimeline
ASHFORD CAPITAL MANAGEMENT INC1,409$310K0.04%-1713F-HRTimeline
Carlson Capital Management1,408$310K0.01%+26713F-HRTimeline
Pineridge Advisors LLC1,407$309K0.12%+1013F-HRTimeline
Second Line Capital, LLC1,406$309K0.08%013F-HRTimeline
ENZI WEALTH1,382$308K0.12%+41413F-HRTimeline
Asset Management Group, Inc.1,402$308K0.05%+1013F-HRTimeline
KELLEHER FINANCIAL ADVISORS1,401$308K0.12%+12813F-HRTimeline
Machina Capital S.A.S.1,400$308K0.13%-22113F-HRTimeline
Mine & Arao Wealth Creation & Managemen…1,400$308K0.14%-10013F-HRTimeline
FOUNDATION RESOURCE MANAGEMENT INC1,399$308K0.05%013F-HRTimeline
Abel Hall, LLC1,399$307K0.2%+6013F-HRTimeline
Beacon Financial Advisory LLC1,398$307K0.1%-4,05813F-HRTimeline
Skyline Advisors, Inc.1,396$307K0.12%+113F-HRTimeline
Private Wealth Management Group, LLC1,392$306K0.12%+57313F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC1,391$306K0.26%013F-HRTimeline
Cache Advisors, LLC1,387$305K0.13%13F-HR/ATimeline
GILL CAPITAL PARTNERS, LLC1,386$305K0.11%+30013F-HRTimeline
Rockline Wealth Management, LLC1,386$305K0.08%013F-HRTimeline
Wealth Advisors of Iowa, LLC1,383$304K0.15%-9213F-HRTimeline
Revisor Wealth Management LLC1,357$304K0.28%-73513F-HRTimeline
Greater Midwest Financial Group, LLC1,381$304K0.19%+1013F-HRTimeline
Lanham O'Dell & Company, Inc.1,381$303K0.17%+213F-HRTimeline
Berry Wealth Group, LP1,380$303K0.22%+8813F-HRTimeline
Court Place Advisors, LLC1,379$303K0.1%-93013F-HRTimeline
Icon Wealth Advisors, LLC1,378$303K0.02%new13F-HRTimeline
C M BIDWELL & ASSOCIATES LTD1,373$302K0.18%-2513F-HRTimeline
Pacific Point Advisors, LLC1,140$301K0.18%13F-HRTimeline
Central Pacific Bank - Trust Division1,370$301K0.04%-27913F-HRTimeline
Morningstar Investment Management LLCgroup of 2 filers holding1,371$301K-5,038Timeline
Indie Asset Partners, LLC1,367$301K0.24%-2113F-HRTimeline
Vertex Planning Partners, LLC1,363$300K0.07%+1713F-HRTimeline
Authentikos Wealth Advisory, LLC1,363$300K0.3%+71413F-HRTimeline
Schiavi & Co LLC1,351$297K0.12%013F-HRTimeline
JAG CAPITAL MANAGEMENT, LLC1,350$297K0.04%-33013F-HRTimeline
BOK Financial Private Wealth, Inc.1,349$297K0.02%-78413F-HRTimeline
Jacobsen Capital Management1,345$296K0.13%+213F-HRTimeline
TCV Trust & Wealth Management, Inc.1,341$295K0.03%013F-HRTimeline
Independent Wealth Network Inc.1,337$294K0.12%+24413F-HRTimeline
Kooman & Associates1,337$294K0.11%-2313F-HRTimeline
Canopy Partners, LLC1,334$293K0.11%+1013F-HRTimeline
KRS Capital Management, LLC1,334$293K0.21%+513F-HRTimeline
Abacus Wealth Partners, LLC1,334$293K0.04%+113F-HRTimeline
Boyd Wealth Management, LLC1,333$293K0.14%013F-HRTimeline
Crews Bank & Trust1,333$293K0.05%13F-HRTimeline
Foguth Wealth Management, LLC.1,302$293K0.08%-12713F-HRTimeline
WULFF, HANSEN & CO.1,327$292K0.28%013F-HRTimeline
111 Capital1,327$292K0.06%13F-HRTimeline
M. Kulyk & Associates, LLC1,325$291K0.06%-26313F-HRTimeline
Bridgewealth Advisory Group, LLC1,123$291K0.08%+9013F-HRTimeline
waypoint wealth counsel1,325$291K0.19%+3313F-HRTimeline
Security National Bank1,320$290K0.04%-11413F-HRTimeline
White Knight Strategic Wealth Advisors,…1,320$290K0.12%new13F-HRTimeline
Executive Wealth Management, LLC1,319$290K0.02%new13F-HRTimeline
LANDAAS & CO /WI /ADV1,320$290K0.08%+213F-HRTimeline
Traynor Capital Management, Inc.1,319$290K0.02%new13F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …1,317$290K0.07%new13F-HRTimelineGroup
NORTH POINT PORTFOLIO MANAGERS CORP/OH1,316$289K0.05%013F-HRTimeline
Sterling Investment Advisors, Ltd.1,316$289K0.07%-5013F-HRTimeline
Lincoln Capital LLC1,312$288K0.06%013F-HRTimeline
CHANNEL WEALTH LLC1,308$288K0.09%+2413F-HRTimeline
KFG WEALTH MANAGEMENT, LLC1,305$287K0.05%-1713F-HRTimeline
LJI Wealth Management, LLC1,304$287K0.06%+21413F-HRTimeline
WealthBridge Capital Management, LLC1,300$286K0.08%013F-HRTimeline
Elequin Capital, LP1,300$286K0.03%new13F-HRTimeline
Blankinship & Foster, LLC1,299$286K0.07%013F-HRTimeline
FSA Wealth Management LLC1,299$286K0.12%-9113F-HRTimeline
Annex Advisory Services, LLC1,298$285K0.01%-31413F-HRTimeline
Huntleigh Advisors, Inc.1,294$284K0.06%13F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS1,294$284K0.23%new13F-HRTimeline
Holos Integrated Wealth LLC1,293$284K0.19%13F-HRTimeline
Holland Advisory Services, Inc.1,290$284K0.37%+3713F-HRTimeline
PUREfi Wealth, LLC1,289$283K0.28%13F-HRTimeline
Paragon Capital Management Ltd1,286$283K0.06%+113F-HRTimeline
LifeSteps Financial, Inc.1,286$283K0.22%+213F-HRTimeline
Seven Springs Wealth Group, LLC1,286$283K0.11%new13F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC1,081$282K0.1%13F-HRTimeline
West Coast Financial LLC1,282$282K0.03%-7613F-HRTimeline
Hopwood Financial Services, Inc.1,277$281K0.21%13F-HRTimeline
EWA, LLC1,275$280K0.11%+10113F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.1,275$280K0.28%-2313F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.1,275$280K0.19%013F-HRTimeline
SWMG, LLC1,255$280K0.11%+813F-HRTimeline
Retirement Solution LLC1,274$280K0.07%+20413F-HRTimeline
First PREMIER Bank1,271$279K0.07%-2013F-HRTimeline
Campion Asset Management1,268$279K0.21%-213F-HRTimeline