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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
DIVERSIFIED TRUST CO17,722$3.9M0.09%+1,82013F-HRTimeline
Citadel Investment Advisory, Inc.17,716$3.9M2.02%+9013F-HRTimeline
EagleClaw Capital Managment, LLC17,697$3.89M0.62%+57013F-HRTimeline
Providence Capital Advisors, LLC17,646$3.88M0.79%+35813F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC17,646$3.88M0.11%-28913F-HRTimeline
OFI INVEST ASSET MANAGEMENT18,231$3.87M0.09%13F-HRTimeline
AMG National Trust Bank17,594$3.87M0.11%-14013F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD17,561$3.86M0.02%+31513F-HRTimelineGroup
Fairvoy Private Wealth, LLC17,560$3.86M1.03%13F-HRTimeline
Laird Norton Wetherby Wealth Management…17,369$3.82M0.18%-70213F-HRTimeline
World Investment Advisors17,333$3.81M0.1%+4,74013F-HRTimeline
N.E.W. Advisory Services LLC17,309$3.81M0.36%-12113F-HRTimeline
HBK Sorce Advisory LLC17,284$3.8M0.11%-9313F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC17,235$3.79M0.28%+1,73913F-HRTimeline
Mengis Capital Management, Inc.17,183$3.78M0.77%-3,65013F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…17,118$3.76M0.19%+61113F-HRTimeline
IEQ CAPITAL, LLC17,088$3.76M0.04%-24,56113F-HRTimeline
INSPIRE TRUST CO, N.A.17,000$3.74M0.96%+47513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC16,990$3.74M0.12%+10813F-HRTimeline
Joel Isaacson & Co., LLC16,984$3.73M0.17%+39013F-HRTimeline
Asset Dedication, LLC16,977$3.73M0.29%-8,25513F-HRTimeline
Stolper Co16,958$3.73M1.24%-1813F-HRTimeline
First Dallas Securities Inc.16,898$3.71M1.51%-2,30913F-HRTimeline
Jaffetilchin Investment Partners, LLC16,892$3.71M0.27%+27613F-HRTimeline
S&CO INC16,888$3.71M0.25%013F-HRTimeline
Leo Wealth, LLC16,876$3.71M0.33%-2,67413F-HRTimeline
ATLAS CAPITAL ADVISORS INC.16,826$3.7M0.47%-15613F-HRTimeline
VAUGHAN NELSON INVESTMENT MANAGEMENT, L…16,800$3.69M0.03%013F-HRTimeline
SHELL ASSET MANAGEMENT CO16,747$3.68M0.16%-2,70113F-HRTimeline
Point Windward Advisors Inc.16,731$3.68M1.38%-17513F-HRTimeline
Sky Investment Group LLC16,709$3.67M0.67%-2513F-HRTimeline
Pinnacle Wealth Management Advisory Gro…16,698$3.67M0.34%-1,14613F-HRTimeline
Bangor Savings Bank16,686$3.67M0.34%-17413F-HRTimeline
TRUST CO OF TOLEDO NA /OH/16,578$3.64M0.48%-11113F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC16,576$3.64M0.34%+15613F-HRTimeline
American Investment Services, Inc.16,524$3.63M0.64%-4,80113F-HR/ATimeline
PLIMOTH TRUST CO LLC16,482$3.62M0.93%-30013F-HRTimeline
Field & Main Bank16,469$3.62M1.27%013F-HRTimeline
Castle Rock Wealth Management, LLC13,775$3.6M0.86%+84113F-HRTimeline
SPINNAKER TRUST16,352$3.59M0.23%-11513F-HRTimeline
Commonwealth Retirement Investments LLC16,317$3.59M1.48%+45613F-HRTimeline
St. Clair Advisors, LLC16,301$3.58M1.03%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management16,289$3.58M0.05%-25913F-HRTimelineGroup
Uniplan Investment Counsel, Inc.16,278$3.58M0.33%+38913F-HRTimeline
Ashton Thomas Private Wealth, LLC16,178$3.56M0.14%+7,29013F-HRTimeline
V-Square Quantitative Management LLC16,101$3.54M0.5%+17113F-HRTimeline
Game Creek Capital, LP16,050$3.53M1.93%-2,20013F-HRTimeline
Ledyard National Bank16,032$3.52M0.33%+1,72413F-HRTimeline
180 WEALTH ADVISORS, LLC16,002$3.52M0.55%-58513F-HRTimeline
IHT Wealth Management, LLC15,992$3.52M0.11%-3,83713F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC15,988$3.51M0.1%+6513F-HRTimeline
Larson Financial Group LLC15,986$3.51M0.18%+1,20913F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC15,939$3.5M0.58%013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp15,924$3.5M0.11%-2,29113F-HRTimelineGroup
United Capital Management of KS, Inc.15,902$3.5M0.64%-31613F-HRTimeline
MISSION WEALTH MANAGEMENT, LP15,869$3.49M0.08%-6,27613F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…15,525$3.47M0.2%-65813F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK15,722$3.46M0.11%+98513F-HRTimelineGroup
CWA Asset Management Group, LLC15,604$3.43M0.17%-6,54613F-HRTimeline
Verity Asset Management, Inc.15,741$3.43M1.93%-19,27313F-HRTimeline
PITTENGER & ANDERSON INC15,485$3.4M0.12%+5013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…15,461$3.4M0.07%+64613F-HRTimelineGroup
Bill Few Associates, Inc.15,450$3.4M1.19%+7513F-HRTimeline
North Star Investment Management Corp.15,449$3.4M0.24%+413F-HRTimeline
Alliance Wealth Advisors, LLC /UT15,427$3.39M0.88%+28113F-HRTimeline
Sage Capital Management, LLC15,402$3.39M1.71%-2,63013F-HRTimeline
BIRINYI ASSOCIATES INC15,238$3.35M0.92%+2813F-HRTimeline
JPL Wealth Management, LLC15,215$3.34M0.96%13F-HRTimeline
Insight Inv LLC15,213$3.34M2.33%+1,10913F-HRTimeline
Confluence Wealth Services, Inc.14,744$3.33M0.22%-25113F-HRTimeline
Essential Planning, LLC.14,950$3.33M0.02%new13F-HRTimeline
Towne Trust Company, N.A15,145$3.33M1.17%-1,06413F-HRTimeline
Kovack Advisors, Inc.15,106$3.32M0.33%-8113F-HRTimeline
FCA CORP /TX15,084$3.32M1.04%+4813F-HRTimeline
Abundance Wealth Counselors15,026$3.3M0.72%-44613F-HRTimeline
ZWJ INVESTMENT COUNSEL INC15,003$3.3M0.14%-15613F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC15,000$3.3M0.04%013F-HRTimelineGroup
Ascentis Wealth Management, LLCgroup of 2 filers holding14,991$3.3M-3,052Timeline
SkyOak Wealth, LLC14,976$3.29M0.7%+1,23913F-HRTimeline
Modern Wealth Management, LLC14,837$3.26M0.12%+5,29713F-HR/ATimeline
GAMMA Investing LLC14,832$3.26M0.28%+1,28113F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC14,808$3.26M0.24%+1,72913F-HRTimelineGroup
Widmann Financial Services, Inc.14,796$3.25M2.52%-13813F-HRTimeline
Verition Fund Management LLC14,782$3.25M0.02%+8,35813F-HRTimeline
Carson Advisory Inc.14,765$3.25M2.26%+25013F-HRTimeline
Ipswich Investment Management Co., Inc.14,752$3.24M0.78%-79213F-HRTimeline
Core Alternative Capital14,695$3.23M0.68%-1,54013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…14,661$3.22M0.07%+1213F-HRTimelineGroup
KKM Financial LLC14,659$3.22M1.34%+68613F-HRTimeline
Csenge Advisory Group14,657$3.22M0.17%+2,16513F-HRTimeline
CACTI ASSET MANAGEMENT LLC14,600$3.22M0.24%-1,00013F-HRTimeline
WHITE PINE CAPITAL LLC14,626$3.22M1.08%-413F-HRTimeline
INVESTMENT HOUSE LLC14,575$3.2M0.17%-10013F-HRTimeline
KLINGENSTEIN FIELDS & CO LP14,548$3.2M0.13%-20713F-HRTimeline
Proquility Private Wealth Partners, LLC14,546$3.2M1.03%+59513F-HRTimeline
Stonegate Investment Group, LLC14,518$3.19M0.09%+1,19013F-HRTimeline
Plato Investment Management Ltd14,461$3.19M0.23%+54313F-HRTimeline
SIERRA SUMMIT ADVISORS LLC14,454$3.18M0.64%+3,32413F-HRTimeline
MADDEN SECURITIES Corp14,410$3.17M1.27%+3513F-HRTimeline
Arete Wealth Advisors, LLC14,373$3.16M0.23%+1,24313F-HRTimeline
WEBSTER BANK, N. A.14,366$3.16M0.34%+1513F-HRTimeline
Round Rock Advisors LLC14,333$3.15M0.65%+71113F-HRTimeline
LOWE BROCKENBROUGH & CO INC14,313$3.15M0.2%-2813F-HRTimeline
Cornerstone Advisors, LLC14,300$3.14M0.13%013F-HRTimeline
Cassaday & Co Wealth Management LLC14,296$3.14M0.09%+1,21213F-HRTimeline
PARK NATIONAL CORP /OH/14,278$3.14M0.11%-13713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC14,272$3.14M0.13%-19413F-HRTimelineGroup
Slagle Financial, LLC14,235$3.13M1.41%+88013F-HRTimeline
Keel Point, LLC14,225$3.13M0.25%+58713F-HRTimeline
Arvest Bank Trust Division14,203$3.12M0.19%-51613F-HRTimeline
PARK CIRCLE Co14,200$3.12M2.84%013F-HRTimeline
Lakeridge Wealth Management LLC14,160$3.11M1.61%+1213F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC14,148$3.11M0.19%+40513F-HRTimeline
Savvy Advisors, Inc.14,127$3.11M0.37%+9113F-HRTimeline
Valeo Financial Advisors, LLC14,096$3.1M0.09%+9613F-HRTimeline
Lynch Asset Management, Inc.14,050$3.09M1.25%013F-HRTimeline
Robertson Stephens Wealth Management, L…14,038$3.09M0.11%-19313F-HRTimeline
Pensionfund Sabicin group Pensionfund PDN14,000$3.08M0.81%+4,00013F-HRTimelineGroup
Cyndeo Wealth Partners, LLC13,978$3.07M0.21%-1,17813F-HRTimeline
EXCALIBUR MANAGEMENT CORP13,955$3.07M1.22%-5613F-HRTimeline
Signet Investment Advisory Group, Inc.13,930$3.06M1.56%-35013F-HRTimeline
Silvant Capital Management LLC13,905$3.06M0.13%013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…13,831$3.04M0.11%-99913F-HRTimelineGroup
Simmons Bankin group Simmons Bank13,829$3.04M0.22%-24913F-HRTimelineGroup
RKL Wealth Management LLC13,821$3.04M0.27%+3,68613F-HRTimeline
Grey Ledge Advisors, LLC13,705$3.01M0.78%-33813F-HRTimeline
MUFG SECURITIES AMERICAS INC.13,649$3M0.38%13F-HRTimeline
Sentry LLC13,610$2.99M0.58%-93613F-HRTimeline
LEE DANNER & BASS INC13,588$2.99M0.24%+39013F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…13,570$2.98M0.47%+10,80813F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC13,554$2.98M0.05%new13F-HRTimelineGroup
Sandy Spring Bank13,523$2.97M0.12%+2,54213F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC13,519$2.97M0.13%+5713F-HRTimeline
Twelve Points Wealth Management LLC13,500$2.97M0.85%+1,22113F-HRTimeline
TOWER BRIDGE ADVISORS13,473$2.96M0.32%-1113F-HRTimeline
WASHINGTON TRUST Co13,426$2.95M0.11%+6613F-HRTimeline
Sterneck Capital Management, LLC13,382$2.94M1.59%-52313F-HRTimeline
Maven Securities LTDin group Maven Securities LTD13,373$2.94M0.47%-10,84413F-HRTimelineGroup
Ranch Capital Advisors Inc.13,334$2.93M1.38%-3,75713F-HRTimeline
WEALTH EFFECTS LLC13,242$2.91M1.03%-1,46913F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC13,230$2.91M0.64%+4,65913F-HRTimeline
Orange Investment Advisors, Inc.13,212$2.9M0.33%-1,00213F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…13,210$2.9M0.44%+8513F-HRTimeline
Chicago Capital, LLC13,192$2.9M0.08%+3,14413F-HRTimeline
Forza Wealth Management, LLC13,153$2.89M1.32%+4713F-HRTimeline
MONECO ADVISORS, LLC13,074$2.87M0.3%+1,09713F-HR/ATimeline
PRIVATE TRUST CO NA13,020$2.86M0.29%+1,38713F-HRTimeline
Sunbelt Securities, Inc.12,921$2.85M0.25%+1,87313F-HRTimeline
Portside Wealth Group, LLC12,943$2.85M0.47%+3613F-HR/ATimeline
VAUGHAN DAVID INVESTMENTS LLC/IL12,913$2.84M0.07%-2213F-HRTimeline
OLD NATIONAL BANCORP /IN/12,903$2.84M0.07%+5113F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.12,895$2.83M0.33%+813F-HRTimeline
Riggs Asset Managment Co. Inc.12,830$2.83M0.75%-5,54213F-HRTimeline
INTRUST BANK NA12,830$2.82M0.29%+37013F-HRTimeline
1832 Asset Management L.P.12,780$2.81M0.01%-660,02013F-HRTimeline
Zuckerman Investment Group, LLC10,760$2.81M0.27%-1,01213F-HRTimeline
MFG WEALTH MANAGEMENT, INC.12,721$2.8M2.56%13F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA12,429$2.79M0.13%+5,26013F-HRTimeline
Formidable Asset Management, LLC12,684$2.79M0.46%+5,38913F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC12,677$2.79M0.04%-8213F-HRTimeline
TFC Financial Management, Inc.12,617$2.77M0.44%-15513F-HRTimeline
Brown Miller Wealth Management, LLC12,578$2.77M1.06%-3713F-HRTimeline
Private Capital Management, LLC12,577$2.76M0.29%013F-HRTimeline
Allegheny Financial Group12,557$2.76M0.71%-2,55913F-HRTimeline
Ausdal Financial Partners, Inc.12,519$2.75M0.24%+1,82913F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…12,269$2.75M0.02%-7813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management12,493$2.75M0.09%-77613F-HRTimelineGroup
Graypoint LLC12,459$2.74M0.17%+2,66513F-HRTimeline
Integrated Investment Consultants, LLC12,459$2.74M0.57%-8,21313F-HR/ATimeline
Hudock, Inc.12,458$2.74M0.48%new13F-HRTimeline
MIZUHO MARKETS AMERICAS LLCin group MIZUHO FINANCIAL GROUP INC12,452$2.74M0.05%-19,44713F-HRTimelineGroup
Cypress Capital, LLC12,444$2.74M0.78%-45313F-HRTimeline
RWWM, INC.12,410$2.73M0.25%-57313F-HRTimeline
Bard Financial Services, Inc.12,390$2.72M0.33%013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co12,326$2.71M0.2%-2,75113F-HRTimelineGroup
Garner Asset Management Corp12,316$2.71M1.22%-49713F-HRTimeline
Geneos Wealth Management Inc.12,307$2.71M0.09%-18113F-HRTimeline
Caldwell Trust Co12,266$2.7M0.28%+3,88313F-HRTimeline
Cladis Investment Advisory, LLC12,260$2.7M1.91%-30013F-HRTimeline
Green Alpha Advisors, LLC12,257$2.69M2.16%-34313F-HRTimeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…12,187$2.68M0.28%-49713F-HRTimeline
M Holdings Securities, Inc.12,137$2.67M0.43%new13F-HR/ATimeline
Procyon Advisors, LLC12,111$2.66M0.17%+5,11813F-HRTimeline
Connecticut Wealth Management, LLC12,107$2.66M0.13%-11813F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC12,103$2.66M0.09%-22313F-HRTimeline
PANAGORA ASSET MANAGEMENT INC12,059$2.65M0.01%-16,42813F-HRTimeline
SeaCrest Wealth Management, LLC12,037$2.65M0.28%-3,88813F-HRTimeline
Impax Asset Management Group plcin group Impax Asset Management Group …12,027$2.64M0.01%-14913F-HRTimelineGroup
LVM CAPITAL MANAGEMENT LTD/MI11,982$2.63M0.28%+67813F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding11,909$2.62M-5,015Timeline
Gifford Fong Associates11,900$2.62M0.64%013F-HRTimeline
Silverberg Bernstein Capital Management…11,900$2.62M2.3%-80013F-HRTimeline
Arjuna Capital11,892$2.61M0.7%+4,25713F-HRTimeline
Optimist Retirement Group LLC11,883$2.61M1.24%-24213F-HRTimeline
ROCKLAND TRUST CO11,799$2.59M0.13%-29913F-HRTimeline
J. Goldman & Co LP11,778$2.59M0.09%+6,99113F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT11,753$2.58M0.08%+1,15713F-HRTimeline
Lantz Financial LLC11,748$2.58M0.69%-37413F-HRTimeline
CULBERTSON A N & CO INC11,731$2.58M0.41%-42713F-HRTimeline
Yoffe Investment Management, LLC11,731$2.58M3.83%13F-HR/ATimeline