Skip to content
Disclosery

IBM INTERNATIONAL BUSINESS MACHS

Follow

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
ELEVATION POINT WEALTH PARTNERS, LLC18,104$5.34M0.42%-1,81313F-HR/ATimeline
OFI INVEST ASSET MANAGEMENT21,205$5.33M0.13%+3,89613F-HRTimeline
Larson Financial Group LLC18,047$5.32M0.21%+1,46513F-HRTimeline
Signature Wealth Management Group18,033$5.32M2.1%-47913F-HRTimeline
C2C Wealth Management, LLC18,029$5.31M4.81%013F-HRTimeline
INSPIRE TRUST CO, N.A.18,000$5.31M1.09%+1,00013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP17,987$5.3M0.12%+37013F-HRTimeline
Haverford Trust Co17,963$5.3M0.05%-33913F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co17,896$5.28M0.01%-1,44613F-HRTimelineGroup
Bank Julius Baer & Co. Ltd, Zurich17,891$5.27M0.02%+12,53413F-HR/ATimeline
MCDONALD PARTNERS LLC17,828$5.27M1.27%-20313F-HRTimeline
Plato Investment Management Ltd17,896$5.26M0.4%+2,24713F-HRTimeline
AMG National Trust Bank17,819$5.25M0.14%+19113F-HRTimeline
NJ State Employees Deferred Compensatio…17,800$5.25M0.62%013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…17,788$5.24M0.44%+41513F-HRTimeline
MONTAG A & ASSOCIATES INC17,767$5.24M0.26%-63413F-HRTimeline
NTV Asset Management LLC17,733$5.23M0.62%+10013F-HRTimeline
Dorsey Wright & Associates17,698$5.22M1.24%new13F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group17,669$5.21M0.65%+88113F-HRTimelineGroup
Kinloch Capital, LLC17,664$5.21M2.42%+30813F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD17,624$5.2M0.02%-113F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC17,582$5.18M0.22%+6,54213F-HRTimelineGroup
Richard Bernstein Advisors LLC17,578$5.18M0.13%-1,88913F-HRTimeline
Left Brain Wealth Management, LLC17,473$5.15M1.81%-19113F-HRTimeline
Perkins Coie Trust Co17,447$5.14M0.88%-65413F-HRTimeline
N.E.W. Advisory Services LLC17,395$5.13M0.5%-42713F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC17,388$5.13M0.4%-9013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/17,386$5.13M0.57%-46713F-HRTimeline
Valeo Financial Advisors, LLC17,317$5.1M0.13%+2,48013F-HR/ATimeline
Atlas Wealth LLC17,475$5.09M1.86%+11813F-HRTimeline
CWA Asset Management Group, LLC17,253$5.09M0.21%+83913F-HRTimeline
BURNEY CO/17,244$5.08M0.17%-1,70113F-HRTimeline
CORNERSTONE ENTERPRISES, LLC17,211$5.07M2.73%+10,86613F-HRTimeline
Impax Asset Management Group plcin group Impax Asset Management Group …17,206$5.07M0.03%+4,75113F-HRTimelineGroup
Citadel Investment Advisory, Inc.17,185$5.07M2.45%-53113F-HRTimeline
Stonebridge Capital Advisors LLC17,162$5.06M0.38%-3,85913F-HRTimeline
PRIVATE TRUST CO NA17,137$5.05M0.48%+47713F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC17,092$5.04M0.43%+15513F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC17,076$5.03M0.21%+4,36813F-HRTimeline
Paragon Capital Management LLC17,056$5.03M2.58%-34213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management16,988$5.01M0.07%-80713F-HRTimelineGroup
Union Bancaire Privee, UBP SA21,484$5M0.07%+13,45213F-HRTimeline
KKM Financial LLC16,935$4.99M1.74%+4,12113F-HRTimeline
Jaffetilchin Investment Partners, LLC16,921$4.99M0.33%+1,29113F-HRTimeline
Callan Family Office, LLC16,918$4.99M0.16%+13,93513F-HRTimeline
Bill Few Associates, Inc.16,908$4.98M1.41%+1,48313F-HRTimeline
Field & Main Bank16,894$4.98M1.62%+9013F-HRTimeline
Savvy Advisors, Inc.16,843$4.96M0.33%+1,87413F-HRTimeline
S&CO INC16,788$4.95M0.32%-10013F-HRTimeline
Asset Dedication, LLC16,653$4.91M0.36%+14913F-HRTimeline
IHT Wealth Management, LLC16,633$4.9M0.13%+17213F-HRTimeline
Fairvoy Private Wealth, LLC16,600$4.89M1.22%+23113F-HRTimeline
Leo Wealth, LLC16,612$4.89M0.38%-24213F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC16,445$4.85M0.12%+35413F-HRTimeline
Sky Investment Group LLC16,394$4.83M0.85%-10513F-HRTimeline
VestGen Advisors, LLC18,076$4.82M0.19%+2,40513F-HRTimeline
PITTENGER & ANDERSON INC16,330$4.81M0.18%+42013F-HRTimeline
St. Clair Advisors, LLC16,301$4.81M1.26%013F-HRTimeline
Caldwell Trust Co16,294$4.8M0.48%+1,34213F-HRTimeline
Ledyard National Bank16,266$4.79M0.45%-21013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp16,251$4.79M0.14%+24413F-HRTimelineGroup
Verity Asset Management, Inc.16,170$4.77M2.28%-15,38813F-HRTimeline
BONTEMPO OHLY CAPITAL MGMT LLC16,147$4.76M2.16%+7513F-HRTimeline
WealthPLAN Partners, LLC16,147$4.76M0.77%-6,07413F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC16,130$4.75M0.74%-4,15513F-HRTimeline
Catherine Avery Investment Management L…16,125$4.75M3.61%-1,69013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC16,080$4.74M0.13%+14113F-HRTimeline
Stolper Co16,007$4.72M1.55%-87113F-HRTimeline
United Capital Management of KS, Inc.15,994$4.71M0.74%+1513F-HRTimeline
First Pacific Financial15,982$4.71M0.69%+15,30913F-HRTimeline
ALKEME WEALTH, LLC15,936$4.7M2.09%-62013F-HRTimeline
SPINNAKER TRUST15,935$4.7M0.28%+16813F-HRTimeline
Keel Point, LLC15,845$4.67M0.31%+56713F-HRTimeline
Bangor Savings Bank15,818$4.66M0.42%-6813F-HRTimeline
Annex Advisory Services, LLC15,727$4.64M0.11%+3,34813F-HRTimeline
M&G PLCin group M&G PLC15,712$4.64M0.03%-21,05913F-HRTimelineGroup
INGALLS & SNYDER LLC15,679$4.62M0.16%-1,43913F-HRTimeline
ING GROEP NV15,634$4.61M0.03%+3,68213F-HRTimeline
JPL Wealth Management, LLC15,485$4.56M1.23%-813F-HRTimeline
ZWJ INVESTMENT COUNSEL INC15,423$4.55M0.17%+34013F-HRTimeline
Round Rock Advisors LLC15,415$4.54M0.78%+42013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC15,373$4.53M0.18%-1,62513F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT15,322$4.52M0.1%+1,20713F-HRTimeline
Ashton Thomas Private Wealth, LLC15,239$4.49M0.16%-1,78513F-HRTimeline
Sage Capital Management, LLC15,074$4.44M2.14%+5113F-HRTimeline
Widmann Financial Services, Inc.15,038$4.43M3.09%-5113F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC15,000$4.42M0.05%013F-HRTimelineGroup
FCA CORP /TX14,949$4.41M1.32%+16913F-HRTimeline
Insight Inv LLC14,913$4.4M2.95%-29513F-HRTimeline
VAUGHAN NELSON INVESTMENT MANAGEMENT, L…14,900$4.39M0.04%013F-HRTimeline
Carson Advisory Inc.14,820$4.37M2.78%+58013F-HRTimeline
Pettee Investors, Inc.14,819$4.37M2.61%-37013F-HRTimeline
180 WEALTH ADVISORS, LLC14,778$4.36M0.61%-80113F-HRTimeline
Gotham Asset Management, LLC14,750$4.35M0.03%+14513F-HRTimeline
Almanack Investment Partners, LLC.14,713$4.34M0.69%+13,09513F-HRTimeline
Mengis Capital Management, Inc.14,683$4.33M0.92%-2,50013F-HRTimeline
WHITE PINE CAPITAL LLC14,669$4.32M1.37%-1713F-HRTimeline
Confluence Wealth Services, Inc.14,645$4.32M0.24%-5813F-HRTimeline
Stonegate Investment Group, LLC14,633$4.31M0.11%+49813F-HRTimeline
Sentry LLC14,522$4.28M0.85%-2513F-HRTimeline
Slagle Financial, LLC14,519$4.28M1.72%+37713F-HRTimeline
INVESTMENT HOUSE LLC14,500$4.27M0.22%013F-HRTimeline
Silverberg Bernstein Capital Management…14,450$4.26M2.92%+3,05013F-HRTimeline
Core Alternative Capital14,448$4.26M1.16%013F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC14,426$4.25M0.25%+4513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…14,397$4.24M0.09%-21813F-HRTimelineGroup
MADDEN SECURITIES Corp14,390$4.24M1.42%-11513F-HRTimeline
Alliance Wealth Advisors, LLC /UT14,376$4.24M1.02%+39313F-HRTimeline
Cassaday & Co Wealth Management LLC14,350$4.23M0.11%+413F-HRTimeline
Ranch Capital Advisors Inc.14,336$4.23M1.83%+38913F-HRTimeline
Cornerstone Advisors, LLC14,300$4.22M0.14%013F-HRTimeline
Rehmann Capital Advisory Group14,279$4.21M0.25%-12713F-HRTimeline
LOWE BROCKENBROUGH & CO INC14,270$4.21M0.24%-5013F-HRTimeline
North Star Investment Management Corp.14,256$4.2M0.29%-50113F-HRTimeline
American Investment Services, Inc.14,247$4.2M1.07%-1,49013F-HRTimeline
First Nebraska Trust Co14,226$4.19M0.4%-33013F-HRTimeline
BCS Private Wealth Management, Inc.14,168$4.18M1.57%13F-HRTimeline
SkyOak Wealth, LLC14,166$4.18M0.84%-1,00013F-HRTimeline
CACTI ASSET MANAGEMENT LLC14,400$4.17M0.3%-20013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC14,070$4.15M0.14%-57113F-HRTimelineGroup
Smith Salley Wealth Management14,057$4.14M0.24%-29013F-HRTimeline
Castle Rock Wealth Management, LLC14,458$4.14M0.97%+3,26413F-HRTimeline
Chicago Capital, LLC14,034$4.14M0.1%+21713F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…14,028$4.14M0.14%+41313F-HRTimelineGroup
RKL Wealth Management LLC14,028$4.14M0.36%-313F-HRTimeline
ADVENT CAPITAL MANAGEMENT /DE/14,000$4.13M0.09%new13F-HRTimeline
Lakeridge Wealth Management LLC13,991$4.12M1.9%-22113F-HRTimeline
INTRUST BANK NA13,986$4.12M0.37%+80213F-HRTimeline
Cyndeo Wealth Partners, LLC13,976$4.12M0.24%+19413F-HRTimeline
Robertson Stephens Wealth Management, L…13,914$4.1M0.14%+25213F-HRTimeline
Silvant Capital Management LLC13,905$4.1M0.16%013F-HRTimeline
Lynch Asset Management, Inc.13,800$4.07M1.44%013F-HRTimeline
WASHINGTON TRUST Co13,605$4.01M0.14%+113F-HRTimeline
EXCALIBUR MANAGEMENT CORP13,602$4.01M1.5%-23713F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…13,571$4M0.04%-92613F-HRTimeline
Ipswich Investment Management Co., Inc.13,522$3.99M0.96%-98013F-HRTimeline
MONECO ADVISORS, LLC13,474$3.97M0.37%+79813F-HRTimeline
Focused Wealth Management, Inc13,465$3.97M0.48%-5513F-HRTimeline
Simmons Bankin group Simmons Bank13,426$3.96M0.28%+19413F-HRTimelineGroup
Simplicity Wealth,LLC13,362$3.94M0.16%+11,32513F-HRTimeline
Csenge Advisory Group15,194$3.94M0.21%-83113F-HRTimeline
Grey Ledge Advisors, LLC13,341$3.93M0.96%-4713F-HRTimeline
PARK NATIONAL CORP /OH/13,335$3.93M0.13%-67213F-HRTimeline
Ausdal Financial Partners, Inc.13,334$3.93M0.26%-1,13913F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC13,317$3.93M0.62%-4713F-HRTimeline
OARSMAN CAPITAL, INC.13,297$3.92M0.61%-54513F-HRTimeline
Forza Wealth Management, LLC13,180$3.89M1.59%-713F-HRTimeline
Procyon Advisors, LLC13,160$3.88M0.37%-2,04513F-HRTimeline
KLINGENSTEIN FIELDS & CO LP13,103$3.86M0.15%-4513F-HRTimeline
Connecticut Wealth Management, LLC13,092$3.86M0.18%+213F-HRTimeline
Point Windward Advisors Inc.13,075$3.85M1.73%-1,90013F-HRTimeline
Sterneck Capital Management, LLC13,006$3.83M1.94%-10713F-HRTimeline
Edgestream Partners, L.P.12,993$3.83M0.11%+4,42613F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…13,015$3.83M0.57%-18013F-HRTimeline
JFS WEALTH ADVISORS, LLC12,992$3.83M0.24%-59413F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC12,875$3.8M0.14%-34113F-HRTimeline
Wedmont Private Capital13,065$3.79M0.16%+1,11213F-HRTimeline
First Dallas Securities Inc.12,828$3.78M1.49%-44913F-HRTimeline
KEYVANTAGE WEALTH, LLC12,804$3.77M1.69%+13413F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA12,714$3.75M0.17%+113F-HRTimeline
WEALTH EFFECTS LLC12,677$3.74M1.4%+98513F-HRTimeline
Cypress Capital, LLC12,664$3.73M1.08%+33313F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …12,643$3.73M0.51%+9,52013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC12,604$3.72M0.11%+70413F-HRTimeline
Twelve Points Wealth Management LLC12,603$3.72M1%-28113F-HRTimeline
LEE DANNER & BASS INC12,565$3.7M0.29%-77913F-HRTimeline
Coastal Bridge Advisors, LLC12,516$3.69M0.31%+29713F-HRTimeline
ATLAS CAPITAL ADVISORS INC.12,490$3.68M0.45%-3,11113F-HRTimeline
Towne Trust Company, N.A12,437$3.67M1.28%-2,09813F-HR/ATimeline
InvesTrust12,423$3.66M1.41%-21,20013F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding12,408$3.66M+4,444Timeline
Brown Miller Wealth Management, LLC12,404$3.66M1.14%-26013F-HRTimeline
TFG Advisers LLC12,401$3.66M1.25%+31613F-HRTimeline
AXS Investments LLC12,380$3.65M1.5%-4,63813F-HRTimeline
Riggs Asset Managment Co. Inc.12,278$3.62M0.89%-46313F-HRTimeline
TOWER BRIDGE ADVISORS12,203$3.6M0.39%-1,10013F-HRTimeline
PLIMOTH TRUST CO LLC12,155$3.58M0.86%-21513F-HRTimeline
Legacy Capital Group California, Inc.12,127$3.57M0.99%+8,08913F-HRTimeline
CULBERTSON A N & CO INC12,105$3.57M0.55%013F-HRTimeline
Choate Investment Advisors12,078$3.56M0.08%+2,32013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management12,066$3.56M0.13%-69013F-HRTimelineGroup
Allegheny Financial Group12,050$3.55M0.79%-16313F-HRTimeline
Cladis Investment Advisory, LLC12,050$3.55M2.23%-21413F-HRTimeline
Terra Nova Asset Management LLC12,042$3.55M2.48%+51113F-HRTimeline
BAILARD, INC.12,030$3.55M0.08%-2,29313F-HRTimeline
WEBSTER BANK, N. A.12,027$3.55M0.37%-2,09413F-HRTimeline
TFC Financial Management, Inc.12,010$3.54M0.48%-60713F-HRTimeline
Gifford Fong Associates11,900$3.51M0.81%013F-HRTimeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…11,870$3.5M0.39%-31713F-HRTimeline
Great Lakes Retirement, Inc.11,740$3.46M0.41%+39313F-HRTimeline
Yoffe Investment Management, LLC11,731$3.46M4.73%013F-HRTimeline
Bard Financial Services, Inc.11,730$3.46M0.41%-67013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.11,729$3.46M0.17%-70613F-HRTimelineGroup
LVM CAPITAL MANAGEMENT LTD/MI11,700$3.45M0.36%013F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.11,668$3.44M0.41%-1,23413F-HRTimeline
PANAGORA ASSET MANAGEMENT INC11,650$3.43M0.02%+16813F-HRTimeline
SevenBridge Financial Group, LLC14,610$3.43M0.6%-1,28613F-HRTimeline
Hudock, Inc.11,635$3.43M0.55%+3613F-HRTimeline
Venture Visionary Partners LLC11,613$3.42M0.13%-1,65913F-HRTimeline
CHICAGO TRUST Co NA11,576$3.41M0.48%+1,68713F-HRTimeline