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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
SEARLE & CO.30,193$6.64M1.91%-74913F-HRTimeline
Aptus Capital Advisors, LLC30,149$6.63M0.08%+15,14313F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…30,108$6.62M0.21%-27513F-HRTimelineGroup
HUDSON EDGE INVESTMENT PARTNERS INC.30,098$6.62M1.22%-1,86613F-HRTimeline
LaFleur & Godfrey LLC29,789$6.55M0.9%-1,68813F-HR/ATimeline
Capital Planning Advisors, LLC29,693$6.53M1.01%+99713F-HRTimeline
Calydon Capital29,649$6.52M1.28%-1,01513F-HRTimeline
ODDO BHF ASSET MANAGEMENT SAS29,618$6.51M0.33%+5,21213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Shilanski & Associates, Inc.29,611$6.51M2.09%-35413F-HRTimeline
BONNESS ENTERPRISES INC29,564$6.5M2.28%013F-HRTimeline
Parallel Advisors, LLC29,529$6.49M0.15%-413F-HRTimeline
HOLDERNESS INVESTMENTS CO29,457$6.48M1.43%+81513F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…29,272$6.43M0.06%+25,66513F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding29,110$6.4M-256Timeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…29,028$6.38M0.26%-93613F-HRTimelineGroup
RFG Advisory, LLC28,950$6.36M0.18%+1,04913F-HRTimeline
VAN STRUM & TOWNE INC.28,946$6.36M2.34%+2,13013F-HRTimeline
Capital Investment Counsel, LLC28,917$6.36M1.06%+1,52613F-HRTimeline
FACTORY MUTUAL INSURANCE CO28,800$6.33M0.07%013F-HRTimeline
Aspen Grove Capital, LLC28,798$6.33M1.34%+5213F-HRTimeline
Lombard Odier Asset Management (Switzer…28,599$6.29M0.47%+2,83213F-HRTimeline
Royal Fund Management, LLC28,102$6.27M0.68%-32,01013F-HRTimeline
SGL Investment Advisors, Inc.24,457$6.26M3.15%+2,75813F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …28,403$6.24M0.1%-21913F-HRTimelineGroup
Kingsview Wealth Management, LLC28,278$6.22M0.12%+3,28713F-HRTimeline
Kera Capital Partners, Inc.28,180$6.19M1.78%13F-HRTimeline
Prosperity Consulting Group, LLC28,115$6.18M0.47%-14813F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …28,077$6.17M3.61%+15613F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC27,904$6.13M0.15%-15113F-HRTimeline
IMC-Chicago, LLC27,778$6.11M0.17%new13F-HRTimeline
Tufton Capital Management27,741$6.1M1.15%-24913F-HRTimeline
FLC Capital Advisors27,740$6.1M1.4%-17413F-HRTimeline
Horizon Investments, LLC27,848$6.08M0.17%+58313F-HRTimeline
Wealthspire Advisors, LLC27,583$6.06M0.06%+1,24113F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP27,383$6.02M0.18%new13F-HRTimelineGroup
Empire Financial Management Company, LLC27,348$6.01M1.88%-2,74813F-HRTimeline
Hamilton Point Investment Advisors, LLC27,318$6.01M1.08%+57913F-HRTimeline
Jacobi Capital Management LLC27,286$6M0.45%-17213F-HRTimeline
Hayek Kallen Investment Management27,245$5.99M2.18%-34013F-HRTimeline
Edge Capital Group, LLC27,124$5.96M0.3%-10713F-HRTimeline
Mendel Money Management27,112$5.96M2.66%-1,99313F-HRTimeline
Iowa State Bank27,095$5.96M1.24%-57213F-HRTimeline
E Fund Management Co., Ltd.26,870$5.91M0.3%+8,79413F-HRTimeline
RIA Advisory Group LLC26,712$5.87M2%+1,20813F-HRTimeline
Ironwood Investment Counsel, LLC26,555$5.84M1%+15013F-HRTimeline
Patton Albertson Miller Group, LLC26,551$5.84M0.78%+21413F-HRTimeline
WINTON GROUP Ltdin group WINTON GROUP Ltd26,491$5.82M0.39%+10713F-HRTimelineGroup
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.26,480$5.82M0.21%+1,28113F-HRTimelineGroup
JACOBS LEVY EQUITY MANAGEMENT, INC26,472$5.82M0.02%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp26,452$5.81M0.38%-33713F-HRTimelineGroup
Trajan Wealth LLC26,434$5.81M0.32%-97613F-HRTimeline
MGO ONE SEVEN LLC26,344$5.79M0.22%+1,31913F-HRTimeline
Gladstone Institutional Advisory LLC26,211$5.76M0.27%-21513F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV26,121$5.74M0.78%-50513F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.25,842$5.68M0.1%+22013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Hanson & Doremus Investment Management25,840$5.68M0.89%+1,61713F-HRTimeline
Longbow Finance SA25,785$5.67M0.62%+1,22113F-HRTimeline
CoreCap Advisors, LLC25,697$5.65M0.26%+6,94213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC25,689$5.65M0.17%+94113F-HRTimelineGroup
OneDigital Investment Advisors LLC25,685$5.65M0.07%-33213F-HRTimeline
Hennion & Walsh Asset Management, Inc.25,653$5.64M0.26%-2,23013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC25,316$5.57M0.08%-27713F-HRTimeline
Kinloch Capital, LLC25,295$5.56M2.79%-3113F-HRTimeline
Global Retirement Partners, LLC25,239$5.55M0.16%-13713F-HRTimeline
Compound Planning, Inc.25,235$5.55M0.28%+1,94313F-HRTimeline
Jackson Hole Capital Partners, LLC25,079$5.51M1.11%-1913F-HRTimeline
SS&H Financial Advisors, Inc.25,065$5.51M2.01%-7013F-HRTimeline
CENTRAL TRUST Co25,037$5.5M0.13%+1,01613F-HRTimeline
Vectors Research Management, LLC25,014$5.5M1.87%-1,43913F-HRTimeline
GARLAND CAPITAL MANAGEMENT INC25,011$5.5M4.51%-74513F-HRTimeline
Weiss Asset Management LPin group Weiss Asset Management LP24,961$5.49M0.13%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
CPC Advisors, LLC24,913$5.48M0.75%+76613F-HRTimeline
Hilton Capital Management, LLC24,897$5.47M0.47%new13F-HRTimeline
Kintegral Advisory, LLCin group Kintegral Advisory, LLC24,583$5.4M0.51%-1,14513F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.24,502$5.39M0.34%-2,57913F-HRTimelineGroup
STOCK YARDS BANK & TRUST CO24,478$5.38M0.18%+62713F-HRTimeline
Altrius Capital Management Inc24,150$5.31M1.43%-83513F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC24,128$5.3M2.05%-49613F-HRTimeline
First Nebraska Trust Co24,126$5.3M0.51%-16413F-HRTimeline
KING LUTHER CAPITAL MANAGEMENT CORP24,053$5.29M0.02%-97513F-HRTimeline
Sterling Capital Management LLC24,007$5.28M0.07%-4,08413F-HRTimeline
Bremer Bank National Association23,997$5.28M1.04%-1,33813F-HRTimeline
Claret Asset Management Corp23,915$5.26M0.83%-22413F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC23,771$5.23M0.14%13F-HRTimeline
Argyle Capital Management, LLC23,740$5.22M2.06%+18313F-HRTimeline
Caprock Group, LLC23,738$5.22M0.17%+52613F-HRTimeline
SEGALL BRYANT & HAMILL, LLC23,691$5.21M0.07%013F-HRTimeline
Summit Financial Wealth Advisors, LLC19,951$5.2M1.02%-50013F-HRTimeline
WINDWARD CAPITAL MANAGEMENT CO /CA23,645$5.2M0.4%-26913F-HRTimeline
Financial Sense Advisors, Inc.23,563$5.18M1.74%-33213F-HRTimeline
HOURGLASS CAPITAL, LLC23,510$5.17M1.43%-6,59013F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC23,453$5.16M0.87%-53513F-HRTimeline
Summit Financial, LLC23,394$5.14M0.18%+9,39313F-HRTimeline
Leonteq Securities AG23,335$5.13M0.5%+7,87313F-HRTimeline
Pine Valley Investments Ltd Liability Co23,305$5.12M0.34%+1,92413F-HRTimeline
IFP Advisors, Inc23,254$5.11M0.17%+1,67013F-HRTimeline
Wahed Invest LLC23,221$5.1M0.85%new13F-HRTimeline
SIGNATUREFD, LLC23,050$5.07M0.1%+3,52413F-HRTimeline
Allen Capital Group, LLC23,017$5.06M0.62%+77113F-HRTimeline
Cunning Capital Partners, LP22,975$5.05M3.03%013F-HRTimeline
Crestwood Advisors Group, LLC22,865$5.03M0.09%+74913F-HRTimeline
STALEY CAPITAL ADVISERS INC22,807$5.01M0.22%-30013F-HRTimeline
J.P. Marvel Investment Advisors, LLC22,715$4.99M0.82%-24013F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich20,578$4.99M0.02%+5,19413F-HRTimeline
Regal Investment Advisors LLC22,693$4.99M0.37%+48513F-HRTimeline
Farmers National Bank22,678$4.99M1.45%13F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC22,655$4.98M0.85%-10,52013F-HRTimeline
ELEVATUS WELATH MANAGEMENT22,584$4.96M1.7%-10,10713F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding22,585$4.96M-7,294Timeline
MONEY CONCEPTS CAPITAL CORP22,517$4.95M0.37%+4713F-HRTimeline
BLB&B Advisors, LLC22,408$4.93M0.25%-1,52113F-HRTimeline
WealthPLAN Partners, LLC22,311$4.9M0.7%-1,36713F-HRTimeline
Philip James Wealth Mangement, LLC22,304$4.9M0.63%-84313F-HRTimeline
Perigon Wealth Management, LLC21,960$4.89M0.12%+1,21313F-HRTimeline
VIKING FUND MANAGEMENT LLC22,200$4.88M0.76%013F-HRTimeline
Stonebridge Capital Advisors LLC22,123$4.86M0.39%-43613F-HRTimeline
PROFUND ADVISORS LLC22,070$4.85M0.18%-2,56513F-HRTimeline
Siemens Fonds Invest GmbH21,998$4.85M0.32%+65313F-HR/ATimeline
Washington Trust Advisors, Inc.22,038$4.84M0.41%-30813F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC22,033$4.84M0.39%+1,23313F-HR/ATimeline
Baader Bank Aktiengesellschaft22,000$4.84M0.44%-34213F-HRTimeline
SevenBridge Financial Group, LLC18,881$4.81M0.91%+1,32013F-HRTimeline
Generali Powszechne Towarzystwo Emeryta…group of 2 filers holding21,868$4.81M0Timeline
CW Advisors, LLC21,730$4.78M0.07%+1,98713F-HRTimeline
ROTHSCHILD INVESTMENT LLC21,662$4.76M0.31%+24113F-HRTimeline
Clean Yield Group21,563$4.74M1.51%+62713F-HRTimeline
Next Level Private LLC21,562$4.74M1.91%+5013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC21,556$4.74M0.07%+3,69813F-HRTimeline
Convergence Investment Partners, LLC21,551$4.74M1.06%-11,27313F-HRTimeline
Te Ahumairangi Investment Management Ltd21,537$4.73M0.99%-11,80313F-HRTimeline
Pathway Financial Advisers, LLC21,409$4.71M1.58%new13F-HRTimeline
SUMMIT SECURITIES GROUP LLC21,400$4.7M1.76%+20,00013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.21,346$4.69M0.35%-1,60013F-HRTimelineGroup
Modera Wealth Management, LLC21,262$4.67M0.06%-1,15213F-HRTimeline
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…21,163$4.65M0.15%013F-HRTimelineGroup
BRIGHTON JONES LLC21,011$4.62M0.13%+2,32313F-HR/ATimeline
Blue Trust, Inc.20,962$4.61M0.06%+2,67313F-HR/ATimeline
STONEBRIDGE CAPITAL MANAGEMENT INC20,916$4.6M1.88%-35013F-HRTimeline
Busey Bank20,877$4.59M0.15%-25813F-HRTimeline
Old Port Advisors20,868$4.59M1.32%+57013F-HRTimeline
Merit Financial Group, LLC20,825$4.58M0.08%+3,54413F-HRTimeline
NorthRock Partners, LLC20,785$4.57M0.15%+1,22313F-HR/ATimeline
GREENLEAF TRUST20,601$4.53M0.04%+1,10213F-HRTimeline
Herold Advisors, Inc.20,576$4.52M0.99%-13413F-HRTimeline
Atala Financial Inc20,547$4.52M3.17%13F-HRTimeline
Socha Financial Group, LLC20,468$4.5M2.11%+5013F-HRTimeline
Chesley Taft & Associates LLC20,453$4.5M0.21%+2,33713F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV20,438$4.49M0.33%+82413F-HRTimeline
Richard Bernstein Advisors LLC20,409$4.49M0.1%013F-HRTimeline
BONTEMPO OHLY CAPITAL MGMT LLC20,148$4.43M2.16%-38113F-HRTimeline
Ballentine Partners, LLC20,127$4.42M0.08%+1,09113F-HRTimeline
Signature Wealth Management Group20,125$4.42M1.78%-92913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC20,024$4.4M0.05%+2,52913F-HRTimelineGroup
NORTHCAPE WEALTH MANAGEMENT, LLC20,011$4.4M1.42%-1,15713F-HRTimeline
NJ State Employees Deferred Compensatio…20,000$4.4M0.53%013F-HRTimeline
Chicago Partners Investment Group LLC19,699$4.4M0.15%+4,01913F-HRTimeline
CHARTER RESEARCH & INVESTMENT GROUP, IN…19,859$4.37M3.32%-16413F-HRTimeline
J. W. Coons Advisors, LLC19,808$4.35M1.12%+19713F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co19,493$4.29M0.01%013F-HRTimelineGroup
Westmount Partners, LLC19,415$4.27M1.3%-3813F-HRTimeline
Redwood Wealth Management Group, LLC19,291$4.24M2.06%-16913F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.19,158$4.21M0.21%+67213F-HRTimeline
NovaPoint Capital, LLC19,156$4.21M1.29%-7,34413F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC18,981$4.17M0.1%+1,31513F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group18,959$4.17M0.51%-41613F-HRTimelineGroup
Moran Wealth Management, LLC18,951$4.17M0.13%+50413F-HRTimeline
Catherine Avery Investment Management L…18,936$4.16M3.67%13F-HR/ATimeline
J.W. COLE ADVISORS, INC.18,922$4.16M0.17%-10413F-HRTimeline
Venture Visionary Partners LLC18,869$4.15M0.18%+1,56713F-HR/ATimeline
INGALLS & SNYDER LLC18,853$4.14M0.16%+19713F-HRTimeline
Smithfield Trust Co18,829$4.14M0.21%-10013F-HRTimeline
Verdence Capital Advisors LLC18,759$4.12M0.33%-34313F-HRTimeline
MCDONALD PARTNERS LLC18,726$4.12M1.05%+32913F-HRTimeline
CARRET ASSET MANAGEMENT, LLC18,696$4.11M0.45%-70413F-HRTimeline
Haverford Trust Co18,659$4.1M0.04%+52513F-HRTimeline
BURNEY CO/18,640$4.1M0.14%+33713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …18,608$4.09M0.11%+6113F-HRTimelineGroup
AIMZ Investment Advisors, LLC18,584$4.09M1.42%-19813F-HRTimeline
Frank, Rimerman Advisors LLC18,536$4.07M0.3%+1013F-HRTimeline
Atlas Wealth LLC18,535$4.07M1.54%013F-HRTimeline
Perkins Coie Trust Co18,528$4.07M0.9%-1,06713F-HRTimeline
AXS Investments LLC18,484$4.06M1.13%-4813F-HRTimeline
MONTAG A & ASSOCIATES INC18,464$4.06M0.19%+10013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC18,409$4.05M0.08%-47,45613F-HRTimeline
NTV Asset Management LLC18,383$4.04M0.53%-40313F-HRTimeline
Capital Investment Advisory Services, L…18,321$4.03M0.39%-35513F-HRTimeline
Fisher Asset Management, LLC18,292$4.02M<0.01%+2,87213F-HRTimeline
SPC Financial, Inc.18,264$4.01M0.35%+1,14813F-HRTimeline
Douglass Winthrop Advisors, LLC18,263$4.01M0.08%+41413F-HRTimeline
Farther Finance Advisors, LLC18,228$4.01M0.14%+1,66813F-HRTimeline
Paragon Capital Management LLC18,125$3.98M2.14%-22813F-HRTimeline
Zhang Financial LLC18,077$3.97M0.23%+68613F-HRTimeline
C2C Wealth Management, LLC18,029$3.96M3.67%013F-HRTimeline
Pettee Investors, Inc.17,987$3.95M2.01%+13513F-HRTimeline
Arkadios Wealth Advisors17,986$3.95M0.22%-74913F-HRTimeline
Vise Technologies, Inc.17,898$3.93M0.33%+3,38013F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding17,887$3.93M+1,466Timeline
Mystic Asset Management, Inc.17,857$3.93M1.05%+10,50713F-HRTimeline
AIA Group Ltdin group AIA Group Ltd17,850$3.92M0.09%-1513F-HRTimelineGroup
ALKEME WEALTH, LLC17,831$3.92M1.79%-13313F-HRTimeline