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Disclosery

IBM INTERNATIONAL BUSINESS MACHS

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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
Caitlin John, LLC200$43.9K0.03%-2813F-HRTimeline
IFS Advisors, LLC197$43.3K0.03%013F-HRTimeline
JTC Employer Solutions Trustee Ltd197$43K<0.01%013F-HRTimeline
Measured Risk Portfolios, Inc.195$42.9K0.05%13F-HRTimeline
Park Square Financial Group, LLC194$42.6K0.03%13F-HRTimeline
Tacita Capital Inc192$42.2K0.03%+12213F-HRTimeline
Davis Capital Management186$40.9K0.03%013F-HRTimeline
Modus Advisors, LLC181$39.8K0.01%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC177$38.9K0.01%+613F-HRTimeline
WINTRUST INVESTMENTS LLC175$38K0.03%-3013F-HRTimeline
FPC INVESTMENT ADVISORY, INC.140$35.8K0.03%013F-HRTimeline
Rialto Wealth Management, LLC161$35.3K0.01%13F-HRTimeline
Financial Perspectives, Inc160$35.2K0.01%013F-HRTimeline
Valued Wealth Advisors LLC157$34.5K0.02%+9013F-HRTimeline
Avondale Wealth Management156$34.3K0.02%+5613F-HRTimeline
Heck Capital Advisors, LLC155$34.1K<0.01%013F-HR/ATimeline
Transcendent Capital Group LLC154$33.9K0.02%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.150$33K0.02%013F-HRTimeline
VAN LANSCHOT KEMPEN INVESTMENT MANAGEME…147$32.3K<0.01%013F-HRTimeline
ROGCO, LP145$31.9K0.01%013F-HRTimeline
Horrell Capital Management, Inc.139$31K0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.139$30.6K0.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC139$30.6K0.03%13F-HRTimeline
Legacy Investment Solutions, LLC119$30K0.02%+1113F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…119$30K0.02%+1113F-HRTimelineGroup
Park Place Capital Corp136$29.9K0.01%013F-HRTimeline
Hara Capital LLC131$28.8K0.02%013F-HR/ATimeline
HAZLETT, BURT & WATSON, INC.127$28K0.01%013F-HRTimeline
Winch Advisory Services, LLC121$26.6K0.01%+4113F-HRTimeline
Signature Resources Capital Management,…120$26.4K0.02%013F-HRTimeline
Compass Financial Services Inc118$26K0.01%13F-HRTimeline
American Capital Advisory, LLC116$25.5K0.01%013F-HRTimeline
Creative Capital Management Investments…113$24.8K0.01%+3913F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC110$24.2K0.01%-1513F-HRTimeline
XY Capital Ltd110$24.2K0.03%new13F-HRTimeline
Mendota Financial Group, LLC105$23.1K0.01%-213F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC102$22.6K0.01%013F-HRTimeline
Lipe & Dalton100$22K0.01%013F-HRTimeline
Ruedi Wealth Management, Inc.100$22K0.01%013F-HRTimeline
Trivant Custom Portfolio Group, LLC100$22K0.01%013F-HRTimeline
Evolution Advisers, Inc.100$21K0.01%013F-HRTimeline
Accordant Advisory Group Inc92$20.2K0.02%013F-HRTimeline
WealthTrak Capital Management LLC91$20K0.02%13F-HRTimeline
Copia Wealth Management85$18.7K0.02%13F-HRTimeline
Family CFO Inc82$18.1K0.01%013F-HRTimeline
Hurley Capital, LLC75$18K0.01%13F-HRTimeline
FLP Wealth Management, LLC81$17.9K0.05%13F-HRTimeline
Retirement Wealth Solutions LLC81$17.8K0.02%13F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC80$17.6K0.01%013F-HRTimeline
Costello Asset Management, INC80$17.6K0.01%new13F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI75$16.5K<0.01%013F-HRTimeline
Robinswood Financial LLC74$16.3K0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp72$15.8K0.01%13F-HRTimeline
Fairway Wealth LLC70$15.4K0.01%new13F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.70$15.4K0.08%new13F-HRTimeline
Carolina Wealth Advisors, LLC69$15.2K0.01%-1,94213F-HRTimeline
ROSS\JOHNSON & Associates LLC69$15.2K0.35%13F-HRTimeline
Guardian Wealth Management, Inc.69$15.1K0.01%013F-HRTimeline
Sugar Maple Asset Management, LLC67$14.7K0.01%new13F-HRTimeline
Redwood Park Advisors LLC66$14.5K0.01%13F-HRTimeline
New Millennium Group LLC61$13.4K0.01%new13F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC100$12.8K0.01%013F-HRTimeline
Wells Financial Advisors INC58$12.8K0.02%013F-HRTimeline
Trifecta Capital Advisors, LLC56$12.3K<0.01%013F-HRTimeline
Bray Capital Advisors50$11K<0.01%013F-HRTimeline
Ramirez Asset Management, Inc.50$11K<0.01%013F-HRTimeline
Fairman Group, LLC48$10.5K0.01%+113F-HRTimeline
True Wealth Design, LLC42$9.26K<0.01%+1113F-HRTimeline
Westend Capital Management, LLC40$8.79K<0.01%013F-HRTimeline
Quarry LP40$8.79K<0.01%-49013F-HRTimeline
Atlatl Advisers LLC40$8.79K0.01%13F-HRTimeline
Navigoe, LLC40$8K0.01%13F-HRTimeline
Horizons Wealth Management35$7.69K0.01%013F-HRTimeline
Capital A Wealth Management, LLC35$7.69K0.01%13F-HRTimeline
Silicon Valley Capital Partners31$6.82K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC31$6.82K<0.01%+513F-HRTimeline
Cordant, Inc.30$6.59K<0.01%013F-HRTimeline
HBC Financial Services, PLLC30$6K<0.01%013F-HRTimeline
Talon Private Wealth, LLC23$5.06K<0.01%-913F-HR/ATimeline
Principia Wealth Advisory, LLC23$5.06K<0.01%13F-HRTimeline
Comprehensive Financial Planning, Inc./…21$4.68K<0.01%13F-HRTimeline
PayPay Securities Corp19$4.18K0.18%-213F-HRTimeline
WINNACLE WEALTH LLC19$4.03K<0.01%13F-HRTimeline
NVWM, LLC17$3.74K<0.01%+213F-HRTimeline
Financially Speaking Inc16$3.52K<0.01%13F-HRTimeline
Synergy Investment Management, LLC15$3.3K<0.01%13F-HRTimeline
Parkworth Wealth Management, Inc.258$3.08K<0.01%13F-HRTimeline
JDM Financial Group LLC13$2.86K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.10$2.23K0.2%-11,69013F-HRTimeline
Eukles Asset Management10$2.2K<0.01%013F-HRTimeline
Sherman Asset Management, Inc.6$1.32K<0.01%13F-HRTimeline
Runnymede Capital Advisors, Inc.5$1.1K<0.01%13F-HRTimeline
West Oak Capital, LLC485$1.07K0.04%013F-HR/ATimeline
PICTON MAHONEY ASSET MANAGEMENT5$1K<0.01%013F-HR/ATimeline
WestEnd Advisors, LLC4$879<0.01%013F-HRTimeline
PEAK6 LLCin group PEAK6 LLC4$859<0.01%13F-HRTimelineGroup
RE Dickinson Investment Advisors, LLC311$6840.04%+313F-HR/ATimeline
LMR Partners LLPin group LMR Partners LLP2$440<0.01%-49113F-HRTimelineGroup
Morse Asset Management, Inc2$440<0.01%013F-HRTimeline
Innovative Advisory Group, LLC1$269<0.01%13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC1$114<0.01%new13F-HR/ATimeline
Members Trust Co23,778$5.23B-29113F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.