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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
NavPoint Financial, Inc.1,247$310K0.22%013F-HRTimeline
Accretive Wealth Partners, LLC1,245$310K0.11%new13F-HRTimeline
Monterey Private Wealth, Inc.1,246$310K0.09%-42013F-HRTimeline
Taylor Financial Group, Inc.1,245$310K0.22%013F-HRTimeline
Pineridge Advisors LLC1,236$307K0.12%-17113F-HRTimeline
Great Diamond Partners, LLC1,235$307K0.08%013F-HRTimeline
GLOBALT Investments LLC / GA1,235$307K0.01%013F-HRTimeline
Weinberger Asset Management, Inc1,232$306K0.13%+29313F-HRTimeline
Canvas Wealth Advisors, LLC1,270$306K0.08%+16913F-HRTimeline
Decker Retirement Planning Inc.1,230$306K0.19%-57513F-HRTimeline
US FINANCIAL ADVISORS, LLC1,230$306K0.09%013F-HRTimeline
Elgethun Capital Management1,229$306K0.07%+713F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/1,228$305K0.06%+10013F-HRTimeline
Bernardo Wealth Planning LLC1,227$305K0.07%+3613F-HR/ATimeline
Alesco Advisors, LLC, An ESL Co1,225$305K0.01%new13F-HRTimeline
Liberty Capital Management, Inc.1,224$304K0.07%013F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC1,223$304K0.01%013F-HRTimelineGroup
Astoria Portfolio Advisors LLC.1,238$304K0.1%-1,70313F-HRTimeline
Hamilton Capital, LLC1,221$304K0.02%-33813F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC1,221$304K0.06%-72513F-HRTimelineGroup
Avalon Trust Co1,220$303K0.02%+16613F-HRTimeline
CTC Alternative Strategies, Ltd.1,220$303K0.37%new13F-HRTimeline
Tranquilli Financial Advisor LLC1,211$301K0.19%-48413F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…1,211$301K0.34%013F-HRTimeline
BLALOCK WILLIAMS, LLC1,210$301K0.34%+7813F-HRTimeline
KFG WEALTH MANAGEMENT, LLC1,206$300K0.05%-9913F-HRTimeline
BancFirst Trust & Investment Management1,226$299K0.15%013F-HRTimeline
Lanham O'Dell & Company, Inc.1,202$299K0.17%-17913F-HRTimeline
WOODSTOCK CORP1,202$299K0.03%013F-HRTimeline
Capasso Planning Partners LLC1,202$299K0.13%013F-HRTimeline
DOLIVER ADVISORS, LP1,201$299K0.08%+25813F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)1,200$298K0.13%013F-HRTimeline
CONSOLIDATED CAPITAL MANAGEMENT, LLC1,200$298K0.12%new13F-HRTimeline
Front Row Advisors LLC1,200$298K0.11%013F-HRTimeline
Darden Wealth Group Inc1,200$298K0.23%-5013F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …1,199$298K0.07%-11813F-HRTimelineGroup
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC1,206$298K0.22%new13F-HRTimeline
Gateway Wealth Partners, LLC1,197$298K0.07%+113F-HRTimeline
Vishria Bird Financial Group, LLC1,194$297K0.1%013F-HRTimeline
Clear Creek Financial Management, LLC1,192$296K0.03%-81713F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC1,190$296K0.12%-22013F-HRTimeline
TAGStone Capital, Inc.1,185$295K0.15%+513F-HRTimeline
Professional Financial Advisors, LLC1,186$295K0.07%013F-HRTimeline
Hudson Value Partners, LLC1,186$295K0.11%new13F-HRTimeline
CHEMUNG CANAL TRUST CO1,185$295K0.06%013F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC1,232$294K0.04%new13F-HRTimeline
Cascades Capital Asset Management, LLC1,177$293K0.16%+1113F-HRTimeline
Walker Asset Management, LLC1,176$293K0.18%+113F-HRTimeline
Dominguez Wealth Management Solutions, …1,176$292K0.21%+513F-HRTimeline
Dupree Financial Group, LLC1,176$292K0.12%-1313F-HRTimeline
Flower City Capital1,174$292K0.19%new13F-HRTimeline
LeConte Wealth Management, LLC1,172$291K0.19%13F-HRTimeline
CHAPIN DAVIS, INC.1,170$291K0.1%+9913F-HRTimeline
Johnson Bixby & Associates, LLC1,169$291K0.04%-4013F-HRTimeline
CHB Investment Group, LLC1,166$290K0.15%013F-HRTimeline
WESPAC Advisors, LLC1,165$290K0.24%013F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC1,164$290K0.1%+213F-HRTimeline
Cornerstone Planning Group LLC1,177$289K0.07%+9613F-HRTimeline
VESTOR CAPITAL, LLC1,161$289K0.02%+1713F-HRTimeline
EWG Elevate Inc.1,159$288K0.11%-813F-HRTimeline
Stonebridge Financial Planning Group, L…1,159$288K0.13%013F-HRTimeline
Level Wealth Management LLC1,159$288K0.19%+213F-HRTimeline
Northern Capital Management, Inc.1,157$288K0.19%+113F-HRTimeline
Pinion Investment Advisors, LLC1,157$288K0.06%+2213F-HRTimeline
Navalign, LLC1,157$288K0.08%+3813F-HRTimeline
Comprehensive Financial Consultants Ins…1,156$287K0.1%-313F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC1,155$287K0.21%-2013F-HRTimeline
City Center Advisors, LLC1,152$286K0.33%new13F-HRTimeline
Prairie Sky Financial Group LLC1,150$286K0.17%013F-HRTimeline
BOURNE LENT ASSET MANAGEMENT INC1,150$286K0.12%013F-HRTimeline
Founders Capital Management1,150$286K0.19%013F-HRTimeline
SEARCY FINANCIAL SERVICES INC /ADV1,148$285K0.12%013F-HRTimeline
Kenora Financial, LLC1,147$285K0.12%+15313F-HRTimeline
First Financial Bankshares Inc1,145$285K0.01%013F-HRTimeline
Root Financial Partners, LLC1,141$284K0.03%+2513F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC1,140$283K0.06%-813F-HRTimeline
Pacific Point Advisors, LLC1,140$283K0.16%013F-HRTimeline
MGB Wealth Management, LLC1,161$283K0.1%013F-HRTimeline
Salomon & Ludwin, LLC1,139$283K0.03%+30013F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…1,137$283K0.05%-6913F-HRTimeline
Cetera Trust Company, N.A1,132$281K0.18%013F-HRTimeline
Silver Coast Investments LLC1,131$281K0.11%-6513F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY1,131$281K0.29%+9613F-HRTimeline
Acorns Advisers, LLC1,131$281K<0.01%+22213F-HRTimeline
MATRIX ASSET ADVISORS INC/NY1,129$281K0.03%+413F-HRTimeline
Shoker Investment Counsel, Inc.1,127$280K0.09%+513F-HRTimeline
BCS Wealth Management1,124$279K0.07%013F-HRTimeline
Encompass More Asset Management1,121$279K0.08%+5113F-HRTimeline
FMB WEALTH MANAGEMENT1,121$279K0.15%new13F-HRTimeline
West Wealth Group, LLC1,112$279K0.08%new13F-HRTimeline
Ring Mountain Capital, LLC1,119$278K0.21%+16013F-HRTimeline
Coppell Advisory Solutions LLC1,162$278K0.04%+2613F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC1,113$277K0.12%+9713F-HRTimeline
Total Wealth Planning & Management, Inc.1,112$277K0.28%-1513F-HRTimeline
Clarity Capital Partners LLC1,110$276K0.11%new13F-HRTimeline
FIRST FINANCIAL CORP /IN/1,107$275K0.13%013F-HRTimeline
Warburton Capital Management, LLC1,108$275K0.2%new13F-HRTimeline
CURA WEALTH ADVISORS, LLC1,105$275K0.11%-1,09613F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC1,103$274K0.05%+613F-HRTimeline
LJI Wealth Management, LLC1,102$274K0.05%-20213F-HRTimeline
Schrum Private Wealth Management LLC1,100$274K0.24%013F-HRTimeline
Blankinship & Foster, LLC1,099$273K0.07%-20013F-HRTimeline
TFB Advisors LLC1,098$273K0.08%-2413F-HRTimeline
CIM, LLC1,097$273K0.04%013F-HRTimeline
Financial Network Wealth Advisors LLC1,096$272K0.36%+89613F-HRTimeline
RB Capital Management, LLC1,096$272K0.07%+313F-HRTimeline
Ellsworth Advisors, LLC1,095$272K0.07%+713F-HRTimeline
Impact Capital Partners LLC1,095$272K0.1%-13813F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…1,095$272K0.02%013F-HRTimeline
MKT Advisors LLC1,203$272K0.13%+1513F-HRTimeline
PFG Private Wealth Management, LLC1,092$272K0.15%+813F-HRTimeline
Veery Capital, LLC1,091$271K0.11%+313F-HRTimeline
Sharper & Granite LLC1,090$271K0.11%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.1,090$271K0.21%013F-HRTimeline
Kellett Wealth Advisors, LLC1,088$271K0.19%new13F-HRTimeline
Foguth Wealth Management, LLC.1,088$270K0.07%-21413F-HRTimeline
Ascent Capital Management, LLC1,086$270K0.27%+4113F-HRTimeline
GERBER, LLC1,086$270K0.23%013F-HRTimeline
Interval Partners, LP1,084$270K0.01%new13F-HRTimeline
Leslie Global Wealth, LLC1,084$270K0.13%+14213F-HRTimeline
IAM Advisory, LLC1,083$269K0.07%+713F-HRTimeline
Strategic Investment Advisors / MI1,082$269K0.03%+113F-HRTimeline
Ritter Daniher Financial Advisory LLC /…1,082$269K0.07%013F-HRTimeline
Sunpointe, LLC1,082$269K0.14%+11113F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC1,081$269K0.1%013F-HRTimeline
Three Magnolias Financial Advisors, LLC1,094$268K0.23%-3213F-HRTimeline
LifeWealth Investments, LLC1,075$267K0.13%-97313F-HR/ATimeline
Intellus Advisors LLC1,075$267K0.05%new13F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC1,105$267K0.1%-5513F-HRTimeline
Rothschild Capital Partners, LLC1,070$266K0.07%013F-HRTimeline
Union Heritage Capital, LLC1,070$266K0.1%013F-HRTimeline
Bensler, LLC1,068$266K0.03%new13F-HRTimeline
Arbor Investment Advisors, LLC1,066$265K0.04%new13F-HRTimeline
Gutierrez Wealth Advisory, LLC1,064$265K0.21%+713F-HRTimeline
PINKERTON WEALTH, LLC1,064$265K0.03%new13F-HRTimeline
Buffington Mohr McNeal1,063$264K0.05%-1,42013F-HRTimeline
LGT Fund Management Co Ltd.1,063$264K0.02%013F-HRTimeline
Shepherd Financial Partners LLC1,062$264K0.03%+11513F-HRTimeline
First PREMIER Bank1,061$264K0.07%-21013F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC1,061$264K<0.01%new13F-HRTimelineGroup
Impact Investors, Inc1,059$263K0.2%-2013F-HRTimeline
OmniStar Financial Group, Inc.1,047$262K0.21%-3,90913F-HRTimeline
Beaird Harris Wealth Management, LLC1,054$262K0.02%-15013F-HRTimeline
Investor's Fiduciary Advisor Network, L…1,054$262K0.12%-52913F-HRTimeline
Catalyst Capital Advisors LLC1,053$262K0.01%+32713F-HRTimeline
Strengthening Families & Communities, L…1,512$262K0.16%+1813F-HRTimeline
Burton Enright Welch1,050$261K0.05%013F-HRTimeline
Notis-McConarty Edward1,050$261K0.13%new13F-HRTimeline
Waypoint Wealth Partners Inc.1,050$261K0.07%new13F-HRTimeline
V2 Financial group LLC1,050$261K0.17%013F-HRTimeline
Atlas Wealth Partners, LLC1,050$261K0.32%013F-HRTimeline
James J. Burns & Company, LLC1,049$261K0.05%+3513F-HRTimeline
Factor Wealth Management LTD1,048$261K0.08%013F-HRTimeline
CAAS CAPITAL MANAGEMENT LP1,047$260K0.12%new13F-HRTimeline
Veltria Advisors Corp.1,047$260K0.17%-67913F-HRTimeline
Gordian Advisors LLC1,047$260K0.21%+313F-HRTimeline
Longboard Asset Management, LP1,044$260K0.76%013F-HRTimeline
IMS Capital Management1,042$259K0.13%013F-HRTimeline
Altiora Financial Group, LLC1,041$259K0.06%013F-HRTimeline
QTR Family Wealth, LLC1,039$258K0.19%13F-HRTimeline
Lakeshore Financial Planning, Inc.1,037$258K0.11%+113F-HRTimeline
Helium Advisors LLC1,037$258K0.19%+113F-HRTimeline
ShankerValleau Wealth Advisors, Inc.1,035$257K0.08%013F-HRTimeline
Versant Capital Management, Inc1,032$257K0.04%+39013F-HRTimeline
First Business Financial Services, Inc.1,030$256K0.03%013F-HRTimeline
New England Professional Planning Group…1,029$256K0.13%-10013F-HRTimeline
NIXON PEABODY TRUST CO1,029$256K0.02%new13F-HRTimeline
Hutchens & Kramer Investment Management…1,029$256K0.14%013F-HRTimeline
McHugh Group, LLC1,029$256K0.19%013F-HRTimeline
Legacy Edge Advisors, LLC1,027$255K0.04%+5413F-HRTimeline
Wade Financial Advisory, Inc1,026$255K0.09%-16013F-HRTimeline
Summit Wealth Group, LLC1,027$255K0.07%+1313F-HRTimeline
Covestor Ltd1,024$255K0.17%-12813F-HRTimeline
IRON Financial LLC1,025$255K0.14%-1013F-HRTimeline
TFR Capital, LLC.1,024$255K0.11%new13F-HRTimeline
INFRASTRUCTURE CAPITAL ADVISORS, LLC1,020$254K0.03%new13F-HRTimeline
Northstar Group, Inc.1,019$253K0.04%013F-HRTimeline
Blue Barn Wealth, LLC1,018$253K0.13%-3313F-HRTimeline
Sunbeam Capital Management, LLC1,017$253K0.24%-2513F-HRTimeline
Clay Northam Wealth Management, LLC1,014$252K0.18%-2513F-HRTimeline
KilterHowling LLC991$252K0.16%013F-HRTimeline
Masso Torrence Wealth Management Inc.1,012$252K0.13%+213F-HRTimeline
Octavia Wealth Advisors, LLC1,011$251K0.03%new13F-HRTimeline
Quilter Plcin group Quilter Plc1,010$251K0.01%new13F-HRTimelineGroup
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT …1,010$251K0.03%013F-HRTimeline
Horan Capital Advisors, LLC.1,008$251K0.08%new13F-HRTimeline
Pacific Capital Wealth Advisors, Inc.1,008$251K0.04%013F-HRTimeline
Pettinga Financial Advisors LLC1,007$251K0.06%+213F-HRTimeline
Atwater Malick LLC1,004$250K0.08%013F-HRTimeline
J. L. Bainbridge & Co., Inc.1,004$250K0.03%+113F-HRTimeline
Central Pacific Bank - Trust Division1,001$249K0.03%-36913F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA1,000$249K0.06%-1013F-HRTimeline
ROBOTTI ROBERTin group ROBOTTI ROBERT1,000$249K0.05%new13F-HRTimelineGroup
Private Capital Advisors, Inc.1,000$249K0.03%013F-HRTimeline
Godshalk Welsh Capital Management, Inc.1,000$249K0.16%013F-HRTimeline
EASTERLY INVESTMENT PARTNERS LLC1,000$249K0.02%013F-HRTimeline
Knuff & Co LLC1,000$249K0.08%013F-HRTimeline
Spectrum Wealth Advisory Group, LLC1,000$249K0.12%013F-HRTimeline
West Tower Group, LLC1,000$249K0.65%new13F-HRTimeline
Cobblestone Asset Management LLC1,000$249K0.15%013F-HRTimeline