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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
Essex LLC11,723$2.58M0.54%-61713F-HRTimeline
Aries Wealth Management11,637$2.56M0.7%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.11,574$2.54M0.14%+3,21513F-HR/ATimelineGroup
TFG Advisers LLC11,550$2.54M0.91%+75613F-HRTimeline
VALICENTI ADVISORY SERVICES INC11,540$2.54M0.63%-34913F-HRTimeline
Qtron Investments LLC11,408$2.51M0.35%-2,41313F-HRTimeline
Wedmont Private Capital11,395$2.5M0.13%+1,04113F-HRTimeline
Focused Wealth Management, Inc11,379$2.5M0.34%+5213F-HRTimeline
Nicholas Hoffman & Company, LLC.11,316$2.49M0.1%-25613F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
FOUNDERS FINANCIAL SECURITIES LLC11,311$2.49M0.22%+33413F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC11,304$2.48M0.11%+65013F-HRTimelineGroup
SIGNET FINANCIAL MANAGEMENT, LLC11,261$2.48M0.32%+21613F-HRTimeline
DAVIS R M INC11,211$2.46M0.05%+2,86013F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.11,196$2.46M0.45%new13F-HRTimeline
Providence Wealth Advisors, LLC11,053$2.46M1.86%-24513F-HRTimeline
O'ROURKE & COMPANY, Inc11,192$2.46M1.21%-88213F-HRTimeline
Wagner Wealth Management, LLC11,190$2.46M0.63%+38913F-HRTimeline
OV Management LLC11,182$2.46M1.14%+85013F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…11,177$2.46M0.24%-91413F-HR/ATimelineGroup
Choate Investment Advisors11,153$2.45M0.06%+85413F-HRTimeline
Quantitative Investment Management, LLC11,142$2.45M0.18%new13F-HRTimeline
Cornell Pochily Investment Advisors, In…11,131$2.45M0.85%-14013F-HRTimeline
Bahl & Gaynor LLC11,130$2.45M0.01%-11313F-HRTimeline
BOWEN HANES & CO INC11,130$2.45M0.07%+43513F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.11,080$2.44M1.44%-2,12013F-HRTimeline
Great Lakes Retirement, Inc.11,053$2.43M0.31%+1913F-HRTimeline
TRUST POINT INC.11,050$2.43M0.17%-8513F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…11,000$2.42M0.36%-41413F-HRTimeline
SlateStone Wealth, LLC11,001$2.42M0.24%+20213F-HRTimeline
Redmond Asset Management, LLC10,933$2.4M0.6%+22913F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC10,871$2.39M0.21%-1513F-HRTimeline
CORRADO ADVISORS, LLC10,860$2.39M1.56%-1,99413F-HRTimeline
Knights of Columbus Asset Advisors LLC10,856$2.39M0.16%new13F-HRTimeline
CLARK FINANCIAL SERVICES GROUP INC …10,854$2.39M1.82%-19513F-HRTimeline
Terra Nova Asset Management LLC10,844$2.38M1.82%+21213F-HRTimeline
Perpetual Ltdin group Perpetual Ltd10,837$2.38M0.03%+2,29113F-HRTimelineGroup
Ceeto Capital Group, LLC10,819$2.38M0.88%+613F-HRTimeline
FRED ALGER MANAGEMENT, LLCin group FRED ALGER MANAGEMENT, LLC10,784$2.37M0.01%013F-HRTimelineGroup
Alternative Investment Advisors, LLC.10,735$2.36M1.23%+7513F-HRTimeline
ASAHI LIFE ASSET MANAGEMENT CO., LTD.10,726$2.36M1.44%-1,99713F-HRTimeline
Rehmann Capital Advisory Group10,717$2.36M0.15%+22413F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.10,714$2.35M0.1%+26313F-HRTimeline
QUEST INVESTMENT MANAGEMENT LLC10,684$2.35M0.27%013F-HRTimeline
Compass Ion Advisors, LLC10,648$2.34M0.28%+37513F-HRTimeline
Empirical Financial Services, LLC d.b.a…10,624$2.34M0.06%+3,18313F-HRTimeline
SCHULHOFF & CO INC10,619$2.33M0.85%-3013F-HRTimeline
Global Financial Private Client, LLC10,616$2.33M0.88%+2,08613F-HRTimeline
COZAD ASSET MANAGEMENT INC10,604$2.33M0.22%+1,28513F-HRTimeline
Ironwood Financial, llc10,582$2.33M0.49%013F-HRTimeline
Evelyn Partners Group Ltdgroup of 2 filers holding10,580$2.33MnewTimeline
New England Research & Management, Inc.10,571$2.32M1.18%+83113F-HRTimeline
Aull & Monroe Investment Management Corp10,554$2.32M1.18%-61513F-HRTimeline
Naviter Wealth, LLC10,529$2.31M0.28%+55213F-HRTimeline
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA…10,501$2.31M1.2%013F-HRTimeline
Trust Investment Advisors10,496$2.31M1.47%+50713F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …10,487$2.31M0.19%+2,78013F-HR/ATimeline
PHYSICIANS FINANCIAL SERVICES, INC.10,458$2.3M0.7%+10013F-HRTimeline
OARSMAN CAPITAL, INC.10,455$2.3M0.4%+55613F-HRTimeline
Trust Asset Management LLC10,452$2.3M0.18%013F-HRTimeline
Marks Group Wealth Management, Inc10,425$2.29M0.23%+4513F-HRTimeline
Financial Engines Advisors L.L.C.10,401$2.29M<0.01%+2,92813F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.10,390$2.28M0.19%+21813F-HRTimeline
Gen-Wealth Partners Inc10,326$2.27M0.98%-21513F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC10,326$2.27M0.54%+8613F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding10,314$2.27M+1,039Timeline
Impact Partnership Wealth, LLC10,309$2.27M0.46%+4,04913F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC10,302$2.26M1.14%-23713F-HRTimeline
ORG Partners LLC10,275$2.26M0.31%-33813F-HRTimeline
Newman Dignan & Sheerar, Inc.10,280$2.26M0.58%-29513F-HRTimeline
Altman Advisors, Inc.10,278$2.26M0.96%-23513F-HRTimeline
Cornerstone Planning, LLC10,249$2.25M0.86%13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC10,249$2.25M0.12%+37313F-HRTimeline
HAMEL ASSOCIATES, INC.10,250$2.25M0.73%-9013F-HRTimeline
G&S Capital LLC10,234$2.25M0.93%-7213F-HRTimeline
Westhampton Capital, LLC10,196$2.24M1.14%-5013F-HRTimeline
Freedom Investment Management, Inc.10,193$2.24M0.19%-78513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…10,168$2.24M0.19%-2,705,46813F-HRTimeline
AFFINITY INVESTMENT ADVISORS, LLC10,138$2.23M1.86%-5,56113F-HRTimeline
ABN AMRO INVESTMENT SOLUTIONSin group ABN AMRO INVESTMENT SOLUTIONS10,136$2.23M0.04%-1,17013F-HRTimelineGroup
Marcum Wealth, LLC10,127$2.23M0.19%+5213F-HRTimeline
FIRST NATIONAL BANK OF OMAHAgroup of 2 filers holding10,109$2.22M+189Timeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…10,106$2.22M0.8%+78013F-HRTimeline
Boothe Investment Group, Inc.10,096$2.22M0.96%-59213F-HRTimeline
Del-Sette Capital Management, LLC10,028$2.2M1.79%-31013F-HRTimeline
SageView Advisory Group, LLC10,018$2.2M0.09%+3,18913F-HRTimeline
Simplicity Wealth,LLC10,015$2.2M0.46%+50713F-HRTimeline
Pinnacle Holdings, LLC10,011$2.2M0.83%-62713F-HRTimeline
WESTPORT ASSET MANAGEMENT INC10,000$2.2M1.05%013F-HRTimeline
Hedges Asset Management LLC10,000$2.2M1.45%013F-HRTimeline
Centennial Wealth Advisory LLC9,987$2.2M0.86%+5513F-HRTimeline
Smartleaf Asset Management LLC9,962$2.19M0.22%+1,76513F-HRTimeline
First City Capital Management, Inc.9,973$2.19M1.17%013F-HRTimeline
JFS WEALTH ADVISORS, LLC9,964$2.19M0.15%+12213F-HRTimeline
Roble, Belko & Company, Inc9,959$2.19M0.35%+2513F-HRTimeline
Bridgewater Advisors Inc.10,041$2.19M0.23%new13F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC9,889$2.17M0.08%+2,96713F-HRTimeline
Key Client Fiduciary Advisors, LLC9,865$2.17M0.97%+713F-HRTimeline
PARTHENON LLC9,842$2.16M0.26%013F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC9,809$2.16M1.1%-1213F-HRTimeline
Keystone Financial Planning, Inc.9,809$2.16M0.67%-13213F-HRTimeline
MIdWestOne Financial Group, Inc.9,790$2.15M0.3%013F-HRTimeline
Good Life Advisors, LLC9,775$2.15M0.16%-10,41913F-HRTimeline
Clearstead Trust, LLC9,766$2.15M0.46%-913F-HRTimeline
Patten Group, Inc.9,765$2.15M0.48%-6813F-HRTimeline
CHICAGO TRUST Co NA9,740$2.14M0.38%-1,46113F-HRTimeline
NORDEN GROUP LLC9,711$2.13M0.24%+10713F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV9,698$2.13M0.32%+9613F-HRTimeline
Zullo Investment Group, Inc.9,688$2.13M0.86%+1213F-HRTimeline
Mendel Capital Management LLC9,684$2.13M1.29%+8313F-HRTimeline
Roxbury Financial LLC9,324$2.12M2.04%13F-HRTimeline
LITTLE HOUSE CAPITAL LLC9,646$2.12M0.61%-2,98113F-HRTimeline
NWAM LLC9,643$2.12M0.13%-3313F-HRTimeline
Pines Wealth Management, LLC9,599$2.11M0.92%13F-HRTimeline
Hartford Financial Management Inc.9,565$2.1M0.43%+3613F-HRTimeline
Smith Anglin Financial, LLC9,563$2.1M0.2%-79013F-HRTimeline
Montecito Bank & Trust9,559$2.1M0.36%+74513F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC9,551$2.1M1.14%+613F-HRTimeline
Independent Solutions Wealth Management…9,539$2.1M0.46%-2413F-HRTimeline
Nilsine Partners, LLC9,539$2.1M0.22%+2,48713F-HRTimeline
Performance Wealth Partners, LLC9,525$2.09M0.07%+2413F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC7,983$2.08M0.21%+1,72713F-HRTimeline
Gotham Asset Management, LLC9,445$2.08M0.02%-5,30413F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC9,424$2.07M0.08%-13713F-HRTimeline
Deseret Mutual Benefit Administrators9,421$2.07M1.02%-1,88513F-HRTimeline
Uncommon Cents Investing LLC9,393$2.06M0.61%-1513F-HRTimeline
Checchi Capital Advisers, LLC9,373$2.06M0.15%+19413F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW9,372$2.06M0.36%-8113F-HRTimelineGroup
Arax Advisory Partners9,359$2.06M0.13%+2,26513F-HRTimeline
Bank of New Hampshire9,337$2.05M0.53%+75213F-HRTimeline
WRIGHT INVESTORS SERVICE INC9,332$2.05M0.67%-9,00913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ROI Financial Advisors, LLC9,319$2.05M1.4%+95713F-HRTimeline
GTS SECURITIES LLC9,308$2.05M0.1%-38,02213F-HRTimeline
Raleigh Capital Management Inc.9,296$2.04M0.79%-37413F-HRTimeline
Smith Salley Wealth Management9,294$2.04M0.13%+12113F-HRTimeline
FineMark National Bank & Trust9,269$2.04M0.07%+14313F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.9,224$2.03M0.94%+41813F-HRTimeline
Beaumont Financial Advisors, LLC9,224$2.03M0.15%+27413F-HRTimeline
Linscomb Wealth, Inc.9,218$2.03M0.1%-2,08813F-HRTimeline
Atlantic Edge Private Wealth Management…9,126$2.01M0.62%+12613F-HRTimeline
Palumbo Wealth Management LLC9,116$2M0.75%+5313F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC9,100$2M1.86%+513F-HRTimeline
Investment Partners Asset Management, I…9,092$2M1.57%+22113F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP9,086$2M0.19%+18013F-HRTimelineGroup
CFS Investment Advisory Services, LLC9,071$1.99M0.18%-8313F-HRTimeline
VISTA INVESTMENT PARTNERS LLC9,059$1.99M0.62%-1,88513F-HRTimeline
Union Bancaire Privee, UBP SA10,477$1.99M0.03%13F-HR/ATimeline
OSTERWEIS CAPITAL MANAGEMENT INCin group OSTERWEIS CAPITAL MANAGEMENT …9,020$1.98M0.09%-4213F-HR/ATimelineGroup
Pavion Blue Capital, LLC8,997$1.98M0.93%-1413F-HRTimeline
Slocum, Gordon & Co LLP8,985$1.98M1.62%013F-HRTimeline
Integrated Advisors Network LLC8,983$1.97M0.09%-7,71613F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC8,982$1.97M0.28%-84013F-HRTimeline
KCM INVESTMENT ADVISORS LLC8,916$1.96M0.07%+18913F-HRTimeline
Sandbox Financial Partners, LLC8,892$1.95M0.65%+2313F-HRTimeline
DT Investment Partners, LLC8,878$1.95M0.17%-33413F-HRTimeline
Core Wealth Advisors, Inc.8,839$1.94M0.64%-9213F-HRTimeline
Diligent Investors, LLC8,832$1.94M0.45%-13113F-HRTimeline
Brady Martz Wealth Solutions, LLC8,910$1.94M0.47%13F-HRTimeline
Callan Family Office, LLC8,822$1.94M0.12%+7,58913F-HRTimeline
CIDEL ASSET MANAGEMENT INC8,817$1.94M0.13%-40113F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC8,796$1.93M0.52%-7513F-HRTimeline
Fortis Group Advisors, LLC8,795$1.93M0.36%+3013F-HRTimeline
BAILARD, INC.8,780$1.93M0.05%+213F-HRTimeline
Apexium Financial, LP8,771$1.93M0.12%+4,29213F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.8,758$1.93M0.57%-1,00013F-HRTimeline
Gitterman Wealth Management, LLC8,754$1.92M0.8%+90013F-HRTimeline
Strategic Blueprint, LLC8,750$1.92M0.11%-18113F-HRTimeline
MassMutual Private Wealth & Trust, FSB8,725$1.92M0.05%+25513F-HRTimeline
Inlet Private Wealth, LLC8,717$1.92M0.51%-60013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC8,707$1.91M0.12%-21013F-HRTimeline
Waratah Capital Advisors Ltd.8,702$1.91M0.11%new13F-HRTimeline
Archford Capital Strategies, LLC8,699$1.91M0.29%-1613F-HRTimeline
Consolidated Portfolio Review Corp8,696$1.91M0.3%+7,72713F-HRTimeline
Argentarii, LLC8,679$1.91M0.96%13F-HRTimeline
LONGFELLOW INVESTMENT MANAGEMENT CO LLC8,653$1.9M0.49%-55513F-HRTimeline
Inman Jager Wealth Management, LLC8,641$1.9M1.48%13F-HRTimeline
Penobscot Investment Management Company…8,628$1.9M0.17%+51513F-HRTimeline
Capital Asset Advisory Services LLC8,517$1.9M0.09%+48413F-HRTimeline
CEERA INVESTMENTS, LLC8,618$1.89M0.65%-2,62213F-HRTimeline
Carl P. Sherr & Co., LLC8,613$1.89M0.99%+313F-HRTimeline
BECKER CAPITAL MANAGEMENT INC8,609$1.89M0.06%+2113F-HRTimeline
Kessler Investment Group, LLC8,601$1.89M0.9%-48613F-HRTimeline
South Dakota Investment Council8,568$1.88M0.04%013F-HRTimeline
Trivium Point Advisory, LLC8,569$1.88M0.24%+38913F-HRTimeline
Empower Advisory Group, LLC8,560$1.88M0.01%+99913F-HRTimeline
Parisi Gray Wealth Management8,550$1.88M0.6%+513F-HRTimeline
FORTE CAPITAL LLC /ADV8,548$1.88M0.21%+413F-HRTimeline
BANK OZK8,498$1.87M0.77%+3,90013F-HRTimeline
Fort Sheridan Advisors LLC8,497$1.87M0.27%-79313F-HRTimeline
Onyx Bridge Wealth Group LLC8,490$1.87M0.27%-1413F-HRTimeline
Parcion Private Wealth LLC8,458$1.86M0.14%013F-HRTimeline
Waldron Private Wealth LLC8,439$1.86M0.07%+28613F-HRTimeline
Aaron Wealth Advisors LLC8,420$1.85M0.21%+60013F-HRTimeline
RoundAngle Advisors LLC8,404$1.85M1.76%13F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC8,400$1.85M0.39%-48313F-HRTimeline
ALTFEST L J & CO INC8,393$1.85M0.24%+5413F-HRTimeline
ADIRONDACK TRUST CO8,364$1.84M0.7%-12613F-HRTimeline
LM Advisors LLC8,358$1.84M0.33%+5,83813F-HR/ATimeline
INTEGRITY WEALTH ADVISORS, INC.8,333$1.83M1.35%13F-HRTimeline
Heritage Wealth Management, Inc.8,312$1.83M0.61%+113F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…8,307$1.83M0.89%-4713F-HRTimeline