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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
Stockman Wealth Management, Inc.61,180$15.2M2.25%-4,94513F-HRTimeline
Capital International Investorsgroup of 2 filers holding60,839$15.1M+13,547Timeline
Welch & Forbes LLC60,008$14.9M0.2%-1,47813F-HRTimeline
CMT Capital Markets Trading GmbHin group CMT Capital Markets Trading G…59,810$14.9M6.15%+27,31013F-HRTimelineGroup
BOKF, NAin group BOKF, NA59,712$14.8M0.26%-3,35313F-HRTimelineGroup
NewSquare Capital LLC60,394$14.8M1.21%+24813F-HRTimeline
NEOS Investment Management LLC59,369$14.8M0.28%+11,28113F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO59,364$14.8M0.28%-89113F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …58,781$14.6M0.26%+22,45213F-HRTimelineGroup
Greenwich Wealth Management LLC58,455$14.5M1.1%-12413F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding58,427$14.5M+2,382Timeline
Avanza Fonder AB58,118$14.5M0.48%-8,56713F-HRTimeline
Grassi Investment Management58,250$14.5M1.34%-40013F-HRTimeline
Wealthspire Advisors, LLC57,952$14.4M0.09%+30,36913F-HRTimeline
Biondo Investment Advisors, LLC57,453$14.3M2.03%+3,10113F-HRTimeline
Norinchukin Bank, Thein group Norinchukin Bank, The57,298$14.2M0.26%+6,40213F-HRTimelineGroup
Kingsview Wealth Management, LLC57,295$14.2M0.27%+29,01713F-HRTimeline
Federation des caisses Desjardins du Qu…57,094$14.2M0.07%+6,41413F-HRTimeline
FRANKLIN STREET ADVISORS INC /NC56,973$14.2M1%-2,83413F-HRTimeline
Generate Investment Management Ltd56,855$14.1M0.99%new13F-HRTimeline
HARTFORD INVESTMENT MANAGEMENT CO56,418$14M0.49%-71013F-HRTimeline
Principle Wealth Partners LLC55,905$13.9M0.99%-1,21913F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP55,123$13.7M0.1%-32013F-HRTimelineGroup
BEDDOW CAPITAL MANAGEMENT INC55,058$13.7M5.12%-80513F-HRTimeline
American Assets Investment Management, …in group American Assets Investment Ma…55,000$13.7M1.2%013F-HR/ATimelineGroup
NEVILLE RODIE & SHAW INC54,305$13.5M1.06%+29413F-HRTimeline
Summit Financial, LLC54,221$13.5M0.38%+30,82713F-HRTimeline
OMERS ADMINISTRATION Corp54,150$13.5M0.12%+413F-HRTimeline
Meridian Wealth Management, LLC54,068$13.4M0.65%-86913F-HRTimeline
B. Riley Wealth Advisors, Inc.53,446$13.3M0.4%-26,82513F-HRTimeline
CONGRESS ASSET MANAGEMENT CO53,316$13.3M0.1%+1913F-HRTimeline
Man Group plcin group Man Group plc53,250$13.2M0.04%+97713F-HRTimelineGroup
Gulf International Bank (UK) Ltd53,045$13.2M0.45%-17,85713F-HRTimeline
First National Trust Co52,305$13M0.52%-3,76613F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION52,278$13M1.26%-5,14213F-HRTimeline
Evercore Wealth Management, LLC52,203$13M0.21%-2,58013F-HRTimeline
ADVOCATE GROUP LLC51,925$12.9M2.35%-5,21413F-HRTimeline
Empowered Funds, LLC51,883$12.9M0.18%-3,36513F-HRTimeline
UMB Bank, n.a.51,617$12.8M0.21%-2,74713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Bell Bank51,550$12.8M0.69%+18513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…50,612$12.6M0.31%+2,96913F-HRTimelineGroup
DEARBORN PARTNERS LLC50,606$12.6M0.6%-6,07113F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP50,529$12.6M0.43%-1,22713F-HRTimeline
HighPoint Advisor Group LLC52,405$12.5M0.73%+95813F-HRTimeline
Nearwater Capital Markets, Ltd50,000$12.4M0.35%-100,00013F-HRTimeline
Cynosure Group, LLC49,993$12.4M1.71%new13F-HRTimeline
MARTINGALE ASSET MANAGEMENT L P49,751$12.4M0.31%-64,48213F-HRTimeline
Louisiana State Employees Retirement Sy…49,700$12.4M0.25%013F-HRTimeline
Bogart Wealth, LLC49,591$12.3M0.58%+58813F-HRTimeline
Abacus FCF Advisors LLC49,553$12.3M1.94%+1,35313F-HRTimeline
WealthTrust Axiom LLC49,357$12.3M3.74%-2,64113F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC49,350$12.3M0.77%-17713F-HRTimelineGroup
Integrated Wealth Concepts LLC49,351$12.3M0.14%+27513F-HRTimeline
Prime Capital Investment Advisors, LLC49,207$12.2M0.14%+13,93013F-HRTimeline
LEVIN CAPITAL STRATEGIES, L.P.49,124$12.2M1.3%-11,83713F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC49,003$12.2M0.37%-69213F-HRTimeline
GREAT LAKES ADVISORS, LLC48,763$12.1M0.11%-19013F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC48,757$12.1M1.64%-53113F-HRTimeline
SHELTON CAPITAL MANAGEMENT48,343$12M0.29%-12,89913F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC47,770$11.9M0.78%-4513F-HRTimeline
Cohen Capital Management, Inc.47,741$11.9M2.03%013F-HRTimeline
CHOREO, LLC47,448$11.8M0.18%-1,51013F-HRTimeline
LYNCH & ASSOCIATES/IN47,260$11.8M2.54%-99913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.47,005$11.7M0.11%+4,09813F-HRTimelineGroup
Waverly Advisors, LLC46,847$11.6M0.14%+4,94713F-HRTimeline
SG Americas Securities, LLC46,728$11.6M0.04%+41,96713F-HRTimeline
J.W. COLE ADVISORS, INC.46,675$11.6M0.36%+27,75313F-HRTimeline
Assenagon Asset Management S.A.46,539$11.6M0.02%-424,88613F-HRTimeline
BANQUE PICTET & CIE SA46,172$11.5M0.12%-4,94013F-HRTimeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …45,864$11.4M0.93%-1,97213F-HRTimeline
ALERUS FINANCIAL NA45,837$11.4M0.91%+1,71013F-HRTimeline
Wells Trecaso Financial Group, LLC45,419$11.3M3.77%+28613F-HRTimeline
TRUST CO OF VERMONT45,325$11.3M0.56%-4,50113F-HRTimeline
PFG Investments, LLC45,032$11.2M0.72%-41013F-HRTimeline
Mediolanum International Funds Ltd45,851$11.2M0.16%-6,77313F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC44,628$11.1M1.33%-58113F-HRTimeline
Investment Management Corp of Ontario44,588$11.1M0.23%new13F-HRTimeline
Empirical Financial Services, LLC d.b.a…44,352$11M0.28%+33,72813F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding45,126$11M-3,930Timeline
Foundations Investment Advisors, LLC44,001$10.9M0.2%+5,88513F-HRTimeline
Cardinal Capital Management43,919$10.9M1.69%-713F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…43,519$10.8M0.09%+1,37013F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.43,511$10.8M0.78%+69013F-HRTimelineGroup
Wellington Shields Capital Management, …group of 2 filers holding43,319$10.8M-327,531Timeline
NEW MEXICO EDUCATIONAL RETIREMENT BOARD43,247$10.8M0.39%-70013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC43,008$10.7M0.03%+2,32013F-HRTimelineGroup
Maryland State Retirement & Pension Sys…42,901$10.7M0.25%-6,55113F-HRTimeline
WINSLOW ASSET MANAGEMENT INC42,585$10.6M2.34%-1,35013F-HRTimeline
VAN DEN BERG MANAGEMENT I, INC42,374$10.5M3.23%-41713F-HRTimeline
RWA WEALTH PARTNERS, LLC42,314$10.5M0.13%-7,74413F-HRTimeline
Dorsey & Whitney Trust CO LLC42,287$10.5M0.61%+61213F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO42,062$10.5M0.07%-2,12613F-HRTimelineGroup
Orion Porfolio Solutions, LLC41,857$10.4M0.1%-12,80613F-HRTimeline
Orion Portfolio Solutions, LLC41,857$10.4M0.1%-12,80613F-HR/ATimeline
GAMCO Investors (Gabelli)group of 2 filers holding41,764$10.4M-4,513Timeline
Clearstead Advisors, LLC41,611$10.3M0.16%-50913F-HRTimeline
HENNESSY ADVISORS INC41,600$10.3M0.34%-9,19213F-HRTimeline
WealthPlan Investment Management, LLC41,526$10.3M1.02%-2,30513F-HRTimeline
Cornerstone Wealth Management, LLC41,049$10.2M0.69%-32913F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.40,964$10.2M0.01%-14,47213F-HRTimelineGroup
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …40,811$10.1M0.01%-730,98013F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC40,807$10.1M0.22%+5013F-HRTimeline
ARS Wealth Advisors Group, LLC40,604$10.1M1.43%-67813F-HRTimeline
Sowell Financial Services LLC40,585$10.1M0.46%+8,85913F-HRTimeline
Allen Mooney & Barnes Investment Adviso…40,489$10.1M1.64%-1,13613F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC40,401$10M0.12%+34,90013F-HRTimeline
AMF Tjanstepension AB40,225$10M0.07%-24,75413F-HRTimeline
LATHROP INVESTMENT MANAGEMENT CO40,127$9.98M1.98%+4,45213F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC40,083$9.97M2.13%-6,00013F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV40,004$9.95M2.16%-43313F-HRTimeline
FARMERS TRUST CO39,935$9.93M1.87%-6,31913F-HRTimeline
FIDELITY D & D BANCORP INC39,922$9.93M6.53%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC39,905$9.92M0.1%+60413F-HRTimeline
Alpha Omega Wealth Management LLC39,825$9.9M1.89%-4,71913F-HRTimeline
IQ EQ FUND MANAGEMENT (IRELAND) Ltd39,746$9.88M1.16%013F-HRTimeline
SteelPeak Wealth, LLC39,679$9.87M0.42%-8,61613F-HRTimeline
BNP PARIBASin group BNP PARIBAS39,172$9.86M0.41%+33,05613F-HRTimelineGroup
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.39,601$9.85M0.72%-74,20213F-HRTimelineGroup
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…39,500$9.82M1.58%013F-HRTimelineGroup
EP Wealth Advisors, LLC39,467$9.81M0.08%-1,66713F-HRTimeline
NIA IMPACT ADVISORS, LLC39,373$9.79M3.64%-1,25313F-HRTimeline
Sigma Planning Corp39,118$9.73M0.31%+3,01513F-HRTimeline
Parallax Volatility Advisers, L.P.38,859$9.66M0.31%new13F-HRTimeline
Rathbones Group PLC38,821$9.65M0.05%+1,81613F-HRTimeline
NICHOLAS COMPANY, INC.38,736$9.63M0.17%-4,24413F-HRTimeline
COURIER CAPITAL LLC38,718$9.63M0.63%+4313F-HRTimeline
Snowden Capital Advisors LLC38,539$9.58M0.31%-1,16213F-HRTimeline
Shelter Mutual Insurance Coin group Shelter Mutual Insurance Co38,491$9.57M2.31%013F-HRTimelineGroup
CW Advisors, LLC41,974$9.55M0.11%+20,24413F-HRTimeline
Forvis Mazars Wealth Advisors, LLC38,336$9.53M0.23%+5,42613F-HRTimeline
Cannell & Spears LLC38,317$9.53M0.21%+1,75413F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding38,146$9.49M-3,993Timeline
Portland Global Advisors LLC38,139$9.48M1.19%-62213F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP38,020$9.45M0.01%+2,80313F-HRTimelineGroup
MONTGOMERY INVESTMENT MANAGEMENT INC37,892$9.42M3.75%-11413F-HRTimeline
IEQ CAPITAL, LLC37,774$9.39M0.07%+20,68613F-HRTimeline
Greystone Financial Group, LLC37,687$9.37M1.7%-7,54013F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC37,275$9.27M0.34%-3,15713F-HRTimeline
Dakota Wealth Management37,189$9.25M0.22%-8,88213F-HRTimeline
Avantax Planning Partners, Inc.37,041$9.21M0.33%-4,91913F-HRTimeline
Cherry Creek Investment Advisors, Inc.36,997$9.2M4.79%-2,52313F-HRTimeline
M&G PLCin group M&G PLC36,771$9.16M0.04%-3,90313F-HRTimelineGroup
Columbia Asset Management36,654$9.11M1.85%-2,30813F-HRTimeline
SFE Investment Counsel36,347$9.04M1.81%-1,79613F-HRTimeline
L2 Asset Management, LLC36,201$9M1.85%-1,20513F-HRTimeline
Knights of Columbus Asset Advisors LLC36,161$8.99M0.62%+25,30513F-HRTimeline
Premier Fund Managers Ltd36,760$8.96M0.34%-10,32013F-HRTimeline
ROMANO BROTHERS AND COMPANY35,977$8.95M1.16%-11913F-HRTimeline
FOSTER & MOTLEY INC35,905$8.93M0.56%-1,41013F-HRTimeline
Lifeworks Advisors, LLC35,887$8.92M1.48%+2,56113F-HRTimeline
Meiji Yasuda Life Insurance Cogroup of 2 filers holding35,785$8.9M-63,090Timeline
Cardinal Point Capital Management ULC35,580$8.85M0.81%new13F-HRTimeline
Community Bank & Trust, Waco, Texas35,577$8.85M2.08%+2013F-HRTimeline
AG2R LA MONDIALE GESTION D'ACTIFS34,116$8.84M0.48%13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC35,364$8.79M0.07%-20,96913F-HR/ATimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.35,217$8.76M0.15%-5,58113F-HRTimelineGroup
WHITTIER TRUST CO35,050$8.72M0.12%-3,29113F-HRTimeline
Addenda Capital Inc.34,929$8.69M0.32%-6,43113F-HRTimeline
XML Financial, LLC34,582$8.6M0.8%+52913F-HRTimeline
Dynamic Advisor Solutions LLC34,206$8.51M0.28%-2,95913F-HRTimeline
CAISSE DES DEPOTS ET CONSIGNATIONS34,085$8.48M0.41%013F-HRTimeline
Dodge & Cox33,899$8.43M<0.01%-22113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…33,730$8.39M0.25%-24,07213F-HRTimelineGroup
Gladstone Institutional Advisory LLC33,658$8.37M0.39%+7,44713F-HRTimeline
InvesTrust33,623$8.36M2.29%-2,06813F-HRTimeline
Beacon Harbor Wealth Advisors, Inc.33,614$8.36M1.94%-6,50813F-HRTimeline
Channing Capital Management, LLC33,567$8.35M0.25%-3,85413F-HRTimeline
ANDERSON HOAGLAND & CO37,593$8.31M0.99%+1,95313F-HRTimeline
Geneos Wealth Management Inc.33,404$8.31M0.12%+21,09713F-HRTimeline
Bedell Frazier Investment Counselling, …33,205$8.26M2.1%-7,02913F-HRTimeline
Employees Retirement System of Texas33,136$8.24M0.07%new13F-HRTimeline
Berger Financial Group, Inc32,759$8.15M0.57%-2,57713F-HRTimeline
INTACT INVESTMENT MANAGEMENT INC.in group INTACT INVESTMENT MANAGEMENT …32,700$8.13M0.28%013F-HRTimelineGroup
Generali Investments CEE, investicni sp…32,567$8.1M0.75%-25313F-HRTimeline
EASTERN BANK32,445$8.07M0.16%+90113F-HRTimeline
Bleakley Financial Group, LLC32,319$8.04M0.26%+87313F-HRTimeline
VAN STRUM & TOWNE INC.32,297$8.03M2.7%+3,35113F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP32,147$7.99M0.23%+4,76413F-HRTimelineGroup
TRIGLAV INVESTMENTS, D.O.O.32,000$7.96M0.67%+1,50013F-HRTimeline
MARATHON CAPITAL MANAGEMENT31,917$7.94M2.11%-8,71813F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT31,722$7.89M0.52%-55413F-HRTimeline
Sound View Wealth Advisors Group, LLC31,561$7.85M0.64%-28813F-HRTimeline
Verity Asset Management, Inc.31,558$7.85M3.19%+15,81713F-HRTimeline
AR ASSET MANAGEMENT INC31,452$7.82M1.78%013F-HRTimeline
American Trust Investment Advisors, LLC31,286$7.78M3.25%-3,47013F-HRTimeline
Empirical Finance, LLC31,258$7.77M0.47%+40413F-HRTimeline
Cohen Klingenstein LLC31,167$7.75M0.28%013F-HRTimeline
Carnegie Investment Counsel34,249$7.73M0.18%-3,87713F-HRTimeline
Orange Investment Advisors, Inc.30,808$7.66M0.92%+17,59613F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC30,667$7.63M0.18%-5,79013F-HRTimelineGroup
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…30,627$7.62M0.76%-91513F-HRTimelineGroup
Rodgers Brothers Inc.30,592$7.61M1.01%-60613F-HRTimeline
Financial & Tax Architects, LLC30,479$7.58M1.9%-3,28413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC30,405$7.56M0.26%+13,41513F-HRTimeline
Lombard Odier Asset Management (Switzer…30,288$7.53M0.43%+1,68913F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…30,282$7.53M0.24%+17413F-HRTimelineGroup
Calydon Capital30,206$7.51M1.4%+55713F-HRTimeline
SEARLE & CO.30,195$7.51M2.14%+213F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC30,173$7.5M0.62%-1,05513F-HRTimeline
KWMG, LLC30,133$7.49M0.76%-84913F-HRTimeline