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Disclosery

IBM INTERNATIONAL BUSINESS MACHS

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COM (common), issuer CIK 51143

3,375 managers (3,426 13F filers) reported a position in IBM shares at 2025-09-30, 578,331,645 shares in all. 172 filers opened a position and 142 filers sold out during the quarter.

Managers
3,375
13F filers
3,426
New
172
Added
1,488
Reduced
1,197
Sold out
142
Shares held by filers
578,331,645

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
IFP Advisors, Inc30,945$8.73M0.23%+3,90713F-HR/ATimeline
Dynamic Advisor Solutions LLC30,862$8.71M0.25%+49313F-HRTimeline
Vise Technologies, Inc.30,843$8.7M0.32%-25,35013F-HRTimeline
Crestwood Advisors Group, LLC30,836$8.7M0.15%+5,14413F-HRTimeline
NIA IMPACT ADVISORS, LLC30,674$8.66M2.81%+16213F-HRTimeline
Gladstone Institutional Advisory LLC30,649$8.65M0.33%+81313F-HRTimeline
TRIGLAV INVESTMENTS, D.O.O.30,300$8.55M0.56%-1,70013F-HRTimeline
HOLDERNESS INVESTMENTS CO30,216$8.53M1.74%+48813F-HRTimeline
SCS Capital Management LLC30,132$8.5M0.09%+4,22013F-HRTimeline
Arax Advisory Partners30,071$8.48M0.12%+20,03513F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…30,041$8.48M0.74%-34113F-HRTimelineGroup
KWMG, LLC29,842$8.42M0.74%+32113F-HRTimeline
Regal Investment Advisors LLC29,835$8.42M0.55%+6,70713F-HRTimeline
ABN AMRO INVESTMENT SOLUTIONSgroup of 2 filers holding29,971$8.41M+19,578Timeline
Convergence Investment Partners, LLC29,710$8.38M1.88%+1,42413F-HRTimeline
SIGNATUREFD, LLC29,634$8.36M0.13%+26513F-HRTimeline
Royal Fund Management, LLC29,579$8.36M1.01%+1,97413F-HRTimeline
BONNESS ENTERPRISES INC29,564$8.34M2.74%013F-HRTimeline
SEARLE & CO.29,548$8.34M2.21%-41013F-HRTimeline
Parallel Advisors, LLC29,483$8.32M0.15%+42013F-HRTimeline
Private Wealth Asset Management, LLC29,356$8.28M0.98%+16013F-HRTimeline
Channing Capital Management, LLC29,282$8.26M0.22%+5,09813F-HRTimeline
ODDO BHF ASSET MANAGEMENT SAS29,088$8.21M0.31%+38713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WHITTIER TRUST CO OF NEVADA INC28,417$8.19M0.17%-58913F-HRTimeline
Aspen Grove Capital, LLC28,982$8.18M1.38%-16713F-HRTimeline
TOTH FINANCIAL ADVISORY CORP28,922$8.16M0.88%-29413F-HRTimeline
Goelzer Investment Management, Inc.28,824$8.13M0.43%-45013F-HRTimeline
FACTORY MUTUAL INSURANCE CO28,800$8.13M0.08%013F-HRTimeline
Verdence Capital Advisors LLC25,905$8.11M0.47%+7,09413F-HRTimeline
FARMERS TRUST CO28,652$8.08M1.39%-5,54613F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC28,591$8.07M0.56%+10,48713F-HRTimeline
OneDigital Investment Advisors LLC28,573$8.06M0.08%-8113F-HRTimeline
Rodgers Brothers Inc.28,521$8.05M0.99%-39813F-HRTimeline
Private Capital Management, LLC28,475$8.03M0.74%-8,42613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC28,461$8.03M0.06%+49513F-HRTimelineGroup
INTACT INVESTMENT MANAGEMENT INC.in group INTACT INVESTMENT MANAGEMENT …28,400$8.01M0.24%013F-HRTimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC28,351$8M0.16%+23013F-HRTimelineGroup
HALL LAURIE J TRUSTEE28,326$7.99M2.61%-1,48213F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC28,180$7.95M0.06%-78913F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT28,125$7.94M0.53%-3,18713F-HRTimeline
1ST SOURCE BANK28,058$7.92M0.42%-45813F-HRTimeline
FLC Capital Advisors27,937$7.88M1.53%+71813F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC27,872$7.86M0.15%-1,44013F-HRTimeline
L2 Asset Management, LLC27,731$7.82M1.13%-4,37813F-HRTimeline
Hayek Kallen Investment Management27,650$7.8M2.46%+813F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…27,518$7.76M0.27%-26513F-HRTimelineGroup
Capital Planning Advisors, LLC27,272$7.7M1.06%-84413F-HRTimeline
Hamilton Point Investment Advisors, LLC27,225$7.68M1.2%+4013F-HRTimeline
STOCK YARDS BANK & TRUST CO27,152$7.66M0.24%+87313F-HRTimeline
Tufton Capital Management27,123$7.65M1.36%+1,56113F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding27,079$7.64M-860Timeline
Moloney Securities Asset Management, LLC27,010$7.62M0.91%-6,06713F-HRTimeline
TKG Advisors, LLC26,980$7.61M3.26%+81813F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…26,882$7.59M0.22%-2,70013F-HRTimelineGroup
Canada Post Corp Registered Pension Plan27,107$7.58M0.34%+2,01513F-HRTimeline
Capital Investment Counsel, LLC26,741$7.55M1.11%-1,48813F-HRTimeline
Global Retirement Partners, LLC26,570$7.5M0.17%-1,02013F-HRTimeline
HUDSON EDGE INVESTMENT PARTNERS INC.26,533$7.49M1.21%+1,94913F-HRTimeline
Calydon Capital26,466$7.47M1.19%-7,91513F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …26,349$7.43M4.18%-84013F-HRTimeline
Prosperity Consulting Group, LLC26,308$7.42M0.37%-88113F-HRTimeline
Jacobi Capital Management LLC26,293$7.42M0.45%-82213F-HRTimeline
Wells Trecaso Financial Group, LLC26,167$7.38M3.51%-19,26713F-HRTimeline
Farmers National Bank26,114$7.37M1.75%+66413F-HRTimeline
FIRST CITIZENS BANK & TRUST CO26,064$7.35M0.16%-2,69313F-HRTimeline
Empire Financial Management Company, LLC26,036$7.35M1.68%+29113F-HRTimeline
Fiduciary Alliance LLC25,980$7.33M0.49%+7,55313F-HRTimeline
AZZAD ASSET MANAGEMENT INC /ADV25,963$7.33M0.72%+67313F-HRTimeline
SGL Investment Advisors, Inc.23,995$7.31M3.05%-47013F-HRTimeline
NorthRock Partners, LLC25,866$7.3M0.13%+5,02913F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding25,836$7.3M+3,262Timeline
Hennion & Walsh Asset Management, Inc.25,591$7.22M0.26%-1,53413F-HRTimeline
BOWEN HANES & CO INC25,540$7.21M0.18%-222,55513F-HRTimeline
Baader Bank Aktiengesellschaft25,801$7.19M0.6%+4,91113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BRIGHTON JONES LLC25,229$7.12M0.17%+18713F-HRTimeline
OSTRUM ASSET MANAGEMENT25,179$7.1M0.32%-6,20913F-HRTimeline
MUFG SECURITIES AMERICAS INC.25,120$7.09M0.46%+4,52213F-HRTimeline
WINTON GROUP Ltdin group WINTON GROUP Ltd25,099$7.08M0.27%-23513F-HRTimelineGroup
RESOURCES MANAGEMENT CORP /CT/ /ADV25,046$7.07M0.91%-17113F-HR/ATimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC24,847$7.01M0.01%-340,14513F-HRTimelineGroup
SS&H Financial Advisors, Inc.24,815$7M2.13%-40013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.24,767$6.99M0.11%-43013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HOURGLASS CAPITAL, LLC24,703$6.97M1.57%-7713F-HRTimeline
FIL Ltdin group FIL Ltd24,591$6.94M0.01%+18,88213F-HRTimelineGroup
Hanson & Doremus Investment Management24,574$6.93M0.87%-95113F-HRTimeline
CENTRAL TRUST Co24,457$6.9M0.14%-17013F-HRTimeline
Meiji Yasuda Life Insurance Cogroup of 2 filers holding24,451$6.9M+992Timeline
LEAVELL INVESTMENT MANAGEMENT, INC.24,421$6.89M0.29%+1,09413F-HRTimeline
Kintegral Advisory, LLCin group Kintegral Advisory, LLC24,354$6.87M0.58%-10913F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…24,275$6.85M0.19%+1,72113F-HRTimelineGroup
Douglass Winthrop Advisors, LLC24,260$6.85M0.12%+6,01513F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC24,097$6.8M3.02%-3,17413F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC24,071$6.79M1.67%-23813F-HRTimeline
CoreCap Advisors, LLC24,062$6.79M0.25%-1,13313F-HRTimeline
VIKING FUND MANAGEMENT LLC24,000$6.77M0.82%+2,00013F-HRTimeline
NovaPoint Capital, LLC23,892$6.74M1.65%+2,34613F-HRTimeline
Hilton Capital Management, LLC23,890$6.74M0.55%-1,55013F-HRTimeline
Siemens Fonds Invest GmbH23,847$6.73M0.37%-52213F-HRTimeline
IBEX WEALTH ADVISORS23,806$6.72M0.64%-40,19013F-HRTimeline
Jackson Hole Capital Partners, LLC23,803$6.72M1.15%-50813F-HRTimeline
American Trust Investment Advisors, LLC23,686$6.68M3.45%-1,15513F-HRTimeline
NICHOLAS COMPANY, INC.23,626$6.67M0.11%-8,01013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.23,594$6.66M0.35%+20713F-HRTimelineGroup
Ironwood Investment Counsel, LLC23,587$6.66M0.97%-1,80813F-HRTimeline
Chicago Partners Investment Group LLC21,280$6.65M0.17%-32013F-HRTimeline
Argyle Capital Management, LLC23,535$6.64M2.3%013F-HRTimeline
Iowa State Bank23,491$6.63M1.26%-42113F-HRTimeline
Members Trust Co23,367$6.59M0.22%-15913F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC23,352$6.59M0.09%-3313F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC23,221$6.55M0.87%-14113F-HRTimeline
Reliant Investment Management, LLC23,215$6.55M2.48%+19,07013F-HRTimeline
BIRINYI ASSOCIATES INC23,201$6.55M1.67%+5,03013F-HRTimeline
J.P. Marvel Investment Advisors, LLC23,119$6.52M0.95%+1713F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding23,019$6.49M-2,518Timeline
INSPIRE TRUST CO, N.A.23,000$6.49M1.18%+5,00013F-HRTimeline
L & S Advisors Inc22,906$6.46M0.62%-1,33813F-HRTimeline
WINDWARD CAPITAL MANAGEMENT CO /CA22,900$6.46M0.52%-10513F-HRTimeline
Cunning Capital Partners, LP22,844$6.45M2.99%013F-HRTimeline
KING LUTHER CAPITAL MANAGEMENT CORP22,682$6.4M0.03%-42013F-HRTimeline
Benson Investment Management Company, I…22,622$6.38M2.18%new13F-HRTimeline
Summit Trail Advisors, LLC22,605$6.38M0.09%+1,95013F-HRTimeline
Next Level Private LLC22,016$6.37M1.85%+6513F-HRTimeline
SkyOak Wealth, LLC22,566$6.37M1.2%+8,40013F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO22,459$6.34M1.08%+12,09113F-HRTimeline
Geneos Wealth Management Inc.22,452$6.34M0.16%-3,34713F-HRTimeline
Fulton Bank, N.A.22,411$6.32M0.22%-4,81013F-HRTimeline
Patton Albertson Miller Group, LLC22,345$6.3M0.76%+73313F-HRTimeline
Frank, Rimerman Advisors LLC22,338$6.3M0.4%-4713F-HRTimeline
Sterling Capital Management LLC22,263$6.28M0.09%+1,36613F-HRTimeline
Mesirow Financial Investment Management…22,258$6.28M0.11%-1,16313F-HRTimeline
Perigon Wealth Management, LLC22,253$6.28M0.13%+53813F-HRTimeline
V-Square Quantitative Management LLC22,214$6.27M1.06%+1,24413F-HRTimeline
STALEY CAPITAL ADVISERS INC22,135$6.25M0.26%-1,00013F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding22,083$6.23M+218Timeline
Blue Trust, Inc.22,027$6.22M0.07%+35613F-HRTimeline
MASTERINVEST Kapitalanlage GmbH22,018$6.21M0.61%+1,05613F-HRTimeline
Vectors Research Management, LLC21,899$6.18M1.95%+1,09313F-HRTimeline
MONEY CONCEPTS CAPITAL CORP21,885$6.17M0.38%+1,73813F-HRTimeline
Mendel Money Management21,863$6.17M2.59%-14013F-HRTimeline
Washington Trust Advisors, Inc.21,857$6.17M0.47%+7113F-HRTimeline
Modera Wealth Management, LLC21,350$6.02M0.07%-10413F-HRTimeline
ROTHSCHILD INVESTMENT LLC21,221$5.99M0.34%-62813F-HRTimeline
DIVERSIFIED TRUST CO21,167$5.97M0.12%-54013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV21,039$5.94M0.37%+19413F-HRTimeline
GAMMA Investing LLC21,031$5.93M0.33%+1,36713F-HRTimeline
G&S Capital LLC20,996$5.92M2.19%+70313F-HRTimeline
PROFUND ADVISORS LLC20,961$5.91M0.19%+913F-HRTimeline
Ashton Thomas Private Wealth, LLC20,915$5.9M0.15%+5,67613F-HRTimeline
Te Ahumairangi Investment Management Ltd20,882$5.89M1%+2,08013F-HRTimeline
Busey Bank20,746$5.85M0.16%+54013F-HRTimeline
Ballentine Partners, LLC20,709$5.84M0.08%+8713F-HRTimeline
Csenge Advisory Group20,699$5.84M0.28%+5,50513F-HRTimeline
Atala Financial Inc20,647$5.83M3.65%+8513F-HRTimeline
Old Port Advisors20,631$5.82M1.47%-21613F-HRTimeline
Socha Financial Group, LLC20,518$5.79M2.45%+3013F-HRTimeline
S-Bank Fund Management Ltd20,398$5.76M0.76%-26513F-HRTimeline
BLB&B Advisors, LLC20,301$5.73M0.25%-50113F-HRTimeline
Pine Valley Investments Ltd Liability Co20,272$5.72M0.3%+67213F-HRTimeline
First Pacific Financial20,193$5.7M0.79%+4,21113F-HRTimeline
Mystic Asset Management, Inc.20,118$5.68M1.28%+19313F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC20,085$5.67M0.14%+4,00513F-HRTimeline
VestGen Advisors, LLC20,079$5.67M0.19%+2,00313F-HRTimeline
Caprock Group, LLC23,073$5.66M0.14%13F-HRTimeline
Herold Advisors, Inc.20,060$5.66M1.31%-87513F-HRTimeline
QUADRANT CAPITAL GROUP LLC20,061$5.66M0.18%+28513F-HRTimeline
Chicago Capital, LLC20,061$5.66M0.14%+6,02713F-HRTimeline
Zhang Financial LLC20,016$5.65M0.23%+93513F-HRTimeline
KKM Financial LLC19,983$5.64M1.77%+3,04813F-HRTimeline
Summit Financial Wealth Advisors, LLC19,674$5.64M0.87%-513F-HRTimeline
Moran Wealth Management, LLC19,966$5.63M0.17%-63113F-HRTimeline
Capital Investment Advisory Services, L…19,941$5.63M0.45%+40113F-HRTimeline
MassMutual Private Wealth & Trust, FSB19,860$5.6M0.14%+10,80713F-HRTimeline
Green Alpha Advisors, LLC19,733$5.57M5.37%-2,43713F-HRTimeline
Laird Norton Wetherby Wealth Management…19,725$5.57M0.23%+1,19913F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp19,681$5.55M0.1%+1,21313F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC19,670$5.55M0.2%+4,29713F-HRTimelineGroup
Catherine Avery Investment Management L…19,552$5.52M3.55%+3,42713F-HRTimeline
Westmount Partners, LLC19,256$5.52M1.42%+6613F-HRTimeline
Strengthening Families & Communities, L…19,816$5.5M1.22%+18,28113F-HRTimeline
CHARTER RESEARCH & INVESTMENT GROUP, IN…19,396$5.47M3.79%-20013F-HRTimeline
Redwood Wealth Management Group, LLC19,383$5.47M2.32%+38113F-HRTimeline
EagleClaw Capital Managment, LLC19,377$5.47M0.76%+16613F-HRTimeline
Fisher Asset Management, LLC19,258$5.43M<0.01%+95713F-HRTimeline
Chesley Taft & Associates LLC19,252$5.43M0.23%+13913F-HRTimeline
GREENLEAF TRUST19,213$5.42M0.05%-76013F-HRTimeline
CARRET ASSET MANAGEMENT, LLC19,201$5.42M0.53%+65113F-HRTimeline
Joel Isaacson & Co., LLC19,186$5.41M0.2%+29713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management19,115$5.39M0.06%+2,12713F-HRTimelineGroup
CORNERSTONE ENTERPRISES, LLC19,099$5.39M2.65%+1,88813F-HRTimeline
Trajan Wealth LLC19,049$5.37M0.23%-313F-HRTimeline
Modern Wealth Management, LLC19,045$5.37M0.11%+34913F-HRTimeline
Fairvoy Private Wealth, LLC19,009$5.36M1.22%+2,40913F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC18,988$5.36M0.32%+1,60013F-HRTimeline
B & T Capital Management DBA Alpha Capi…18,986$5.36M0.85%+52413F-HRTimeline
Clean Yield Group18,972$5.35M1.51%-55713F-HRTimeline
HBK Sorce Advisory LLC19,025$5.34M0.13%+57513F-HR/ATimeline
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL18,925$5.34M2.45%-2,08913F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.18,877$5.33M0.35%+46013F-HRTimelineGroup
SHELL ASSET MANAGEMENT CO18,862$5.32M0.53%-9,64413F-HRTimeline
OFI INVEST ASSET MANAGEMENT22,160$5.32M0.11%+95513F-HRTimeline