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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
TWIN PEAKS WEALTH ADVISORS, LLC997$234K0.08%+5113F-HRTimeline
TLWM793$234K0.04%new13F-HRTimeline
Foundation Wealth Management, LLC793$234K0.16%new13F-HRTimeline
Altura Wealth Advisors Inc.792$234K0.13%new13F-HRTimeline
Hilltop Partners LLC792$233K0.07%new13F-HRTimeline
RPS ADVISORY SOLUTIONS LLC792$233K0.13%new13F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC791$233K<0.01%new13F-HR/ATimelineGroup
THOMPSON DAVIS & CO., INC.790$233K0.16%-14913F-HR/ATimeline
Cambria Investment Management, L.P.790$233K0.02%new13F-HRTimeline
Riverview Trust Co790$233K0.29%-1,00813F-HRTimeline
apricus wealth, LLC790$233K0.14%-5,46613F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC789$233K0.16%new13F-HRTimeline
Cherry Tree Wealth Management, LLC787$232K0.05%-5413F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC786$232K0.15%new13F-HRTimeline
Tarbox Family Office, Inc.785$231K0.03%new13F-HRTimeline
CURA WEALTH ADVISORS, LLC785$231K0.11%-32013F-HRTimeline
HFR Wealth Management, LLC783$231K0.06%new13F-HRTimeline
Level Financial Advisors782$231K0.07%new13F-HRTimeline
Crestmont Private Wealth LLC782$231K0.08%new13F-HRTimeline
Stillwater Capital Advisors, LLC780$230K0.03%new13F-HRTimeline
FMA Wealth Management, LLC780$230K0.17%new13F-HRTimeline
HighMark Wealth Management LLC780$230K0.11%new13F-HRTimeline
David Wealth Management LLC780$230K0.17%new13F-HRTimeline
AMES NATIONAL CORPin group AMES NATIONAL CORP779$230K0.15%new13F-HRTimelineGroup
Powers Advisory Group, LLC777$229K0.1%new13F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC776$229K0.04%new13F-HRTimeline
Arlington Financial Advisors, LLC774$228K0.04%-1,47113F-HRTimeline
Balance Wealth Partners LLC774$228K0.13%new13F-HRTimeline
Foundry Financial Group, Inc.773$228K0.13%new13F-HRTimeline
BNC WEALTH MANAGEMENT, LLC771$227K0.07%new13F-HRTimeline
USA FINANCIAL FORMULAS770$227K0.04%-14313F-HRTimeline
Emerald Advisors, LLC769$227K0.03%new13F-HRTimeline
Sippican Capital Advisors768$226K0.16%new13F-HRTimeline
Capital Planning LLC767$226K0.07%new13F-HRTimeline
Clark & Stuart, Inc767$226K0.17%new13F-HRTimeline
West Financial Advisors, LLC766$226K0.04%013F-HRTimeline
KIECKHEFER GROUP LLC766$226K0.12%new13F-HRTimeline
AFFINITY WEALTH MANAGEMENT LLC765$226K0.04%new13F-HRTimeline
Harbor Group, Inc.765$226K0.04%new13F-HRTimeline
Hobbs Wealth Management, LLC765$226K0.22%-20913F-HRTimeline
Dupree Financial Group, LLC764$225K0.09%-41213F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC763$225K0.1%new13F-HRTimeline
Marquette Asset Management, LLC762$225K0.04%013F-HRTimeline
IMG Wealth Management, Inc.761$224K0.17%-23113F-HRTimeline
Flywheel Private Wealth LLC755$223K0.18%new13F-HRTimeline
PFW Advisors LLC754$222K0.07%new13F-HRTimeline
Kondo Wealth Advisors, Inc.760$222K0.1%new13F-HRTimeline
Financial Life Planners751$221K0.18%+11913F-HRTimeline
Advus Financial Partners, LLC751$221K0.09%new13F-HR/ATimeline
EAGLE GLOBAL ADVISORS LLC750$221K0.01%new13F-HRTimeline
NCP Inc.750$221K0.21%-15013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT750$221K0.01%-22213F-HRTimeline
Taylor Hoffman Capital Management LLC749$221K0.08%new13F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC748$220K0.05%new13F-HRTimelineGroup
Alan B Lancz & Associates, Inc.746$220K0.22%new13F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.744$219K0.03%new13F-HRTimeline
O'Brien Greene & Co. Inc744$219K0.07%new13F-HRTimeline
ShoreHaven Wealth Partners, LLC743$219K0.09%new13F-HRTimeline
Rede Wealth, LLC743$219K0.08%new13F-HRTimeline
Uptown Financial Advisors LLC743$219K0.2%new13F-HRTimeline
High Note Wealth, LLC742$219K0.05%-113F-HRTimeline
VISTA INVESTMENT PARTNERS LLC742$219K0.06%-8,09813F-HRTimeline
Wall Street Financial Group, Inc.741$218K0.2%new13F-HRTimeline
Symphony Financial Services, Inc.738$218K0.13%new13F-HRTimeline
Worth Financial Advisory Group, LLC737$217K0.13%new13F-HRTimeline
RFG - Bristol Wealth Advisors, LLC737$217K0.07%new13F-HRTimeline
McLean Asset Management Corp754$217K0.06%new13F-HRTimeline
Trilogy Capital Inc.734$216K0.01%-19313F-HRTimeline
FOREFRONT WEALTH MANAGEMENT INC.734$216K0.17%new13F-HRTimeline
Great Waters Wealth Management734$216K0.03%new13F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.733$216K0.07%new13F-HRTimeline
CCG WEALTH MANAGEMENT, LLC732$216K0.11%new13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…731$216K0.07%+11513F-HRTimeline
Elmwood Wealth Management, Inc.730$215K0.09%new13F-HRTimeline
Sandhill Capital Partners LLC730$215K0.02%new13F-HRTimeline
Richard P Slaughter Associates Inc730$215K0.04%new13F-HRTimeline
Aufman Associates Inc729$215K0.13%new13F-HRTimeline
TABR Capital Management, LLC728$215K0.18%new13F-HRTimeline
Aureus Asset Management, LLC728$215K0.01%new13F-HRTimeline
Gallacher Capital Management LLC727$214K0.1%-11013F-HRTimeline
Roehl & Yi Investment Advisors, LLC725$214K0.11%new13F-HRTimeline
Boyce & Associates Wealth Consulting, I…724$213K0.19%new13F-HRTimeline
FORTEM FINANCIAL GROUP, LLC724$213K0.07%-2,58313F-HRTimeline
FF Advisors,LLC720$212K0.11%new13F-HRTimeline
NIXON PEABODY TRUST CO718$212K0.02%-31113F-HRTimeline
Covestor Ltd716$211K0.12%-30813F-HRTimeline
Lutz Financial Services LLC714$210K0.02%new13F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC714$210K0.05%new13F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV816$210K0.18%-10713F-HRTimeline
Carbahal Olsen Financial Services Group…713$210K0.18%new13F-HRTimeline
Global Wealth Management Investment Adv…712$210K0.04%new13F-HRTimeline
DOHJ, LLC854$210K0.06%-5113F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC708$209K0.02%new13F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…705$208K0.06%new13F-HRTimeline
UNITED BANK705$208K0.02%new13F-HRTimeline
Richardson Capital Management LLC705$208K0.11%013F-HRTimeline
Curran Financial Partners, LLC704$208K0.05%new13F-HRTimeline
BFSG, LLC703$207K0.02%+113F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC703$207K0.04%-51813F-HRTimelineGroup
Sterling Wealth Management, Inc.703$207K0.07%13F-HRTimeline
Austin Wealth Management, LLC818$207K0.04%new13F-HRTimeline
KELLY FINANCIAL GROUP LLC706$207K0.06%new13F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC701$207K0.09%new13F-HRTimeline
Retirement Solution LLC700$206K0.05%-57813F-HR/ATimeline
SYKON CAPITAL LLC700$206K0.08%new13F-HRTimeline
Portfolio Strategies, Inc.700$206K0.03%new13F-HRTimeline
RiverGlades Family Offices LLC698$206K0.14%new13F-HRTimeline
AA Financial Advisors, LLC697$205K0.04%new13F-HRTimeline
HMV Wealth Advisors, LLC696$205K0.13%new13F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC706$205K0.02%-52613F-HRTimeline
AMERIFLEX GROUP, INC.701$205K0.11%-86413F-HRTimeline
Abound Wealth Management694$205K0.06%+613F-HRTimeline
Arbor Wealth Advisors LLC693$204K0.17%new13F-HRTimeline
Sharp Wealth Advisory, LLC692$204K0.13%-11513F-HRTimeline
Insight Wealth Partners, LLC690$203K0.11%new13F-HRTimeline
Collaborative Wealth Managment Inc.690$203K0.09%new13F-HRTimeline
Financial Management Professionals, Inc.689$203K0.02%-5813F-HRTimeline
Clay Northam Wealth Management, LLC689$203K0.13%-32513F-HRTimeline
Trinity Legacy Partners, LLC720$203K0.05%new13F-HRTimeline
MONEYWISE, INC.688$203K0.1%new13F-HRTimeline
Old North State Wealth Management, LLC684$203K0.11%new13F-HRTimeline
Diversified Portfolios, Inc.687$203K0.02%new13F-HRTimeline
TRUEFG, LLC687$203K0.06%new13F-HRTimeline
Millington Financial Advisors, LLC717$202K0.1%new13F-HRTimeline
Purkiss Capital Advisors LLC686$202K0.11%new13F-HRTimeline
InTrack Investment Management Inc686$202K0.14%new13F-HRTimeline
Silver Oak Advisory Group, Inc.687$202K0.1%new13F-HRTimeline
Frazier Financial Advisors, LLC683$201K0.14%013F-HRTimeline
Watchman Group, Inc.683$201K0.05%new13F-HRTimeline
WEALTHSPAN PARTNERS, LLC683$201K0.08%new13F-HRTimeline
Cercano Management LLC682$201K0.01%new13F-HRTimeline
LeClair Wealth Partners LLC682$201K0.14%new13F-HRTimeline
PINKERTON WEALTH, LLC681$201K0.02%-38313F-HRTimeline
Rather & Kittrell, Inc.681$201K0.04%new13F-HRTimeline
Center For Asset Management LLC909$200K0.12%-513F-HRTimeline
MASECO LLP665$196K0.01%13F-HRTimeline
Robinswood Financial LLC660$195K0.07%+58613F-HRTimeline
Stone House Investment Management, LLC657$194K0.04%-13813F-HRTimeline
Neo Ivy Capital Management652$192K0.06%-7,83213F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV651$192K0.06%-1913F-HRTimeline
Blume Capital Management, Inc.627$185K0.04%+1813F-HRTimeline
FIRST COMMUNITY TRUST NA620$183K0.15%013F-HRTimeline
Accredited Wealth Management, LLC617$182K0.15%-5513F-HRTimeline
Cutler Capital Management, LLC611$180K0.06%013F-HRTimeline
REAP Financial Group, LLC604$178K0.04%+19313F-HRTimeline
SRH ADVISORS, LLC600$177K0.05%013F-HRTimeline
Nalls Sherbakoff Group, LLC593$175K0.13%-2513F-HRTimeline
Aspect Partners, LLC578$170K0.08%+6413F-HRTimeline
Minot DeBlois Advisors LLC575$170K0.16%-2513F-HRTimeline
Traub Capital Management LLC575$169K0.16%13F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department574$169K0.05%013F-HRTimelineGroup
Costello Asset Management, INC562$166K0.06%+1113F-HRTimeline
Centerpoint Advisors, LLC561$165K0.06%+513F-HRTimeline
Wealth Preservation Advisors, LLC556$164K0.1%-113F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.550$162K0.15%-2713F-HRTimeline
Spurstone Advisory Services, LLC550$162K2.46%013F-HRTimeline
Financial Avengers, Inc.549$162K0.08%+313F-HRTimeline
Gladius Capital Management LP533$157K0.25%-2,00313F-HRTimeline
PrairieView Partners, LLC535$157K0.02%+413F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.530$156K0.48%013F-HRTimeline
MorganRosel Wealth Management, LLC525$155K0.04%013F-HRTimeline
DHJJ Financial Advisors, Ltd.519$153K0.06%+38013F-HRTimeline
LOUISBOURG INVESTMENTS INC.518$153K0.04%+22813F-HRTimeline
Transce3nd, LLC513$151K0.06%+1113F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC509$150K0.03%+1213F-HRTimeline
Bell Investment Advisors, Inc505$149K0.03%+9813F-HRTimeline
Trust Co504$149K0.02%-12713F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…500$147K<0.01%new13F-HRTimelineGroup
Gould Capital, LLC500$147K0.1%013F-HRTimeline
Financiere des Professionnels - Fonds d…500$147K0.01%013F-HR/ATimeline
Pandora Wealth, Inc.500$147K0.09%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC493$145K0.06%+113F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…491$145K0.09%+15113F-HRTimeline
Prestige Wealth Management Group LLC487$144K0.03%-613F-HR/ATimeline
Bruce G. Allen Investments, LLC487$144K0.11%-19913F-HRTimeline
2UniFi Bank484$143K0.08%+9513F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.476$140K0.01%013F-HRTimelineGroup
Keener Financial Planning LLC473$139K0.07%new13F-HRTimeline
Evelyn Partners Investment Management (…470$139K0.05%013F-HR/ATimeline
New England Capital Financial Advisors …470$138K0.06%+4813F-HRTimeline
SIERRA OCEAN, LLC469$138K0.1%+1413F-HRTimeline
Binnacle Investments Inc468$138K0.09%+4313F-HRTimeline
Kennebec Savings Bank460$136K0.13%013F-HRTimeline
Catalyst Capital Advisors LLC453$134K<0.01%-60013F-HRTimeline
Caitong International Asset Management …453$134K0.1%+45213F-HRTimeline
Physician Wealth Advisors, Inc.451$133K0.02%+1913F-HRTimeline
Pinnacle Investment Management Ltd450$133K0.77%new13F-HRTimeline
General Partner, Inc.449$132K0.08%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC443$131K0.02%-613F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC439$129K0.05%+313F-HRTimeline
Activest Wealth Management438$129K0.03%-613F-HRTimeline
Darwin Wealth Management, LLC430$127K0.04%-3613F-HRTimeline
Granite FO LLC428$126K0.07%013F-HRTimeline
Investors Research Corp426$126K0.02%-38713F-HRTimeline
Solstein Capital, LLC426$126K0.06%new13F-HRTimeline
Fairscale Capital, LLC467$118K0.09%+7713F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC401$118K0.02%+25113F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …400$118K0.02%13F-HRTimelineGroup
Y.D. More Investments Ltdin group Y.D. More Investments Ltd400$118K0.01%013F-HRTimelineGroup
Sava Infond d.o.o.400$118K0.02%new13F-HRTimeline