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Disclosery

IBM INTERNATIONAL BUSINESS MACHS

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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
Wagner Wealth Management, LLC11,535$3.4M0.78%+23513F-HRTimeline
CJM Wealth Advisers, Ltd.11,490$3.39M1.13%+4913F-HRTimeline
SeaCrest Wealth Management, LLC11,484$3.39M0.37%-44513F-HRTimeline
Cornell Pochily Investment Advisors, In…11,481$3.38M1.11%-10713F-HRTimeline
ROI Financial Advisors, LLC11,447$3.37M2.14%+1,13513F-HRTimeline
Aries Wealth Management11,437$3.37M0.88%-75013F-HRTimeline
Qtron Investments LLC11,408$3.36M0.43%013F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.11,378$3.35M0.25%+1,11313F-HRTimeline
Apexium Financial, LP11,364$3.35M0.18%+1,92113F-HRTimeline
VALICENTI ADVISORY SERVICES INC11,360$3.35M0.78%-17513F-HRTimeline
Bahl & Gaynor LLC11,351$3.35M0.02%+77113F-HRTimeline
Lantz Financial LLC11,289$3.33M0.83%-48813F-HRTimeline
Empower Advisory Group, LLC11,218$3.31M0.01%+2,47913F-HRTimeline
Connective Portfolio Management, LLC11,170$3.28M7.02%new13F-HRTimeline
Graypoint LLC11,079$3.27M0.18%+12113F-HRTimeline
Del-Sette Capital Management, LLC11,013$3.25M2.26%-6313F-HRTimeline
Main Street Financial Solutions, LLC11,000$3.24M0.24%+63013F-HRTimeline
PENINSULA ASSET MANAGEMENT INC10,980$3.24M1.71%-20613F-HRTimeline
BANK OZK10,947$3.23M1.24%+39113F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL10,940$3.23M0.07%-1,44813F-HRTimeline
Formidable Asset Management, LLC12,954$3.22M0.54%013F-HRTimeline
Pensionfund Sabicin group Pensionfund PDN10,900$3.21M0.91%-30013F-HRTimelineGroup
Arvest Bank Trust Division10,871$3.2M0.19%-3,13313F-HRTimeline
Arax Advisory Partners10,036$3.2M0.15%+1,02513F-HRTimeline
Alternative Investment Advisors, LLC.10,854$3.2M1.59%+7113F-HRTimeline
CORRADO ADVISORS, LLC10,835$3.19M1.95%-28313F-HRTimeline
Ceeto Capital Group, LLC10,831$3.19M1.11%+613F-HRTimeline
Independent Solutions Wealth Management…10,842$3.18M0.62%+46813F-HRTimeline
Trust Investment Advisors10,762$3.17M1.93%-52913F-HRTimeline
Perpetual Ltdin group Perpetual Ltd10,749$3.17M0.04%-87513F-HRTimelineGroup
MARCO INVESTMENT MANAGEMENT LLC10,740$3.17M0.26%+3113F-HRTimeline
Bank of New Hampshire10,714$3.16M0.79%+1,21113F-HRTimeline
QUEST INVESTMENT MANAGEMENT LLC10,684$3.15M0.35%013F-HRTimeline
Compass Ion Advisors, LLC10,671$3.15M0.34%+1213F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC10,656$3.14M1.76%+33513F-HRTimeline
O'ROURKE & COMPANY, Inc10,654$3.14M1.47%-24713F-HRTimeline
SCHULHOFF & CO INC10,619$3.13M1.39%013F-HRTimeline
Trust Asset Management LLC10,616$3.13M0.23%013F-HRTimeline
SlateStone Wealth, LLC10,601$3.12M0.29%+6513F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…10,564$3.12M0.4%+3,47913F-HRTimeline
COZAD ASSET MANAGEMENT INC10,562$3.11M0.27%+37413F-HR/ATimeline
Global Financial Private Client, LLC10,548$3.11M1.17%+4113F-HRTimeline
DAVIS R M INC10,516$3.1M0.06%-1,02813F-HRTimeline
Good Life Advisors, LLC10,507$3.1M0.19%+96613F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC10,499$3.09M0.04%-43813F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co10,478$3.09M0.19%-96213F-HRTimelineGroup
Arjuna Capital10,453$3.08M0.81%-52413F-HRTimeline
Palumbo Wealth Management LLC10,441$3.08M0.95%+513F-HRTimeline
Pines Wealth Management, LLC10,533$3.08M1.09%+59913F-HRTimeline
PHYSICIANS FINANCIAL SERVICES, INC.10,432$3.08M0.92%013F-HRTimeline
HAMEL ASSOCIATES, INC.10,427$3.07M1.04%+7713F-HRTimeline
Providence Capital Advisors, LLC10,419$3.07M0.56%+18113F-HRTimeline
SIERRA SUMMIT ADVISORS LLC10,413$3.07M0.55%-3,88513F-HRTimeline
Nicholas Hoffman & Company, LLC.10,399$3.07M0.08%+64613F-HRTimeline
ABN AMRO INVESTMENT SOLUTIONSin group ABN AMRO INVESTMENT SOLUTIONS10,393$3.06M0.06%+37813F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…10,388$3.06M0.42%-55613F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…10,330$3.05M1.1%-15413F-HRTimeline
RWWM, INC.10,321$3.04M0.25%-23413F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management10,311$3.04M0.01%new13F-HRTimelineGroup
FineMark National Bank & Trust10,246$3.02M0.1%+93713F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding11,343$3.01M-227Timeline
Pinnacle Holdings, LLC10,199$3.01M1.08%+60213F-HRTimeline
Westhampton Capital, LLC10,176$3M1.55%+20013F-HRTimeline
Financial Engines Advisors L.L.C.10,174$3M0.01%+46213F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC10,165$3M0.38%-36613F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…10,123$2.98M0.24%+49913F-HRTimeline
Farmers & Merchants Trust Co of Chamber…10,112$2.98M0.93%+1,24213F-HRTimeline
Parkside Financial Bank & Trust10,103$2.98M0.32%+3,07313F-HRTimeline
SageView Advisory Group, LLC11,294$2.97M0.11%+1,43113F-HRTimeline
Trivium Point Advisory, LLC10,057$2.96M0.32%013F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO10,368$2.96M0.55%new13F-HRTimeline
RMR Wealth Builders10,046$2.96M0.27%+1,69413F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC10,042$2.96M0.14%-50213F-HRTimeline
Garner Asset Management Corp10,031$2.96M1.37%-1,60813F-HRTimeline
WESTPORT ASSET MANAGEMENT INC10,000$2.95M1.3%013F-HRTimeline
ASAHI LIFE ASSET MANAGEMENT CO., LTD.9,992$2.95M1.72%-1,75613F-HRTimeline
Journey Advisory Group, LLC9,989$2.94M0.23%+1,95413F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC9,987$2.94M0.11%+22013F-HRTimeline
Roble, Belko & Company, Inc9,981$2.94M0.43%-31213F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC9,970$2.94M1.51%new13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST9,934$2.93M0.3%+68513F-HRTimeline
Smartleaf Asset Management LLC10,098$2.93M0.26%-1,44013F-HRTimeline
Optimist Retirement Group LLC9,923$2.93M1.4%-20213F-HRTimeline
KCM INVESTMENT ADVISORS LLC9,906$2.92M0.1%+70113F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding9,901$2.92M-61Timeline
Key Client Fiduciary Advisors, LLC9,887$2.91M1.19%-1613F-HRTimeline
Essex LLC9,866$2.91M0.57%+7813F-HRTimeline
ROCKLAND TRUST CO9,865$2.91M0.14%-23713F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC9,843$2.9M0.67%+1713F-HRTimeline
LITTLE HOUSE CAPITAL LLC9,814$2.89M0.72%+1913F-HRTimeline
Brooklyn Investment Group9,813$2.89M0.38%+3,19113F-HR/ATimeline
Forum Financial Management, LPin group Forum Financial Management, LP9,810$2.89M0.04%+1,57913F-HRTimelineGroup
LANARK FINANCIAL, INC.9,807$2.89M0.24%-36413F-HRTimeline
First City Capital Management, Inc.9,796$2.89M1.67%+4313F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC9,796$2.89M1.52%+20013F-HRTimeline
Altman Advisors, Inc.9,895$2.88M1.18%-16813F-HRTimeline
MIdWestOne Financial Group, Inc.9,771$2.88M0.37%+913F-HRTimeline
Naviter Wealth, LLC9,739$2.87M0.35%-85913F-HRTimeline
TRUST POINT INC.9,708$2.86M0.27%+88513F-HRTimeline
Smith Anglin Financial, LLC9,701$2.86M0.26%+6213F-HRTimeline
Argentarii, LLC9,674$2.85M1.31%-27613F-HRTimeline
Clearstead Trust, LLC9,647$2.84M0.54%-2813F-HRTimeline
Sunbelt Securities, Inc.12,921$2.84M0.25%+2713F-HRTimeline
Newman Dignan & Sheerar, Inc.9,601$2.83M0.65%-58913F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …9,586$2.83M0.18%-50113F-HR/ATimeline
Mendel Capital Management LLC9,553$2.82M1.61%-14213F-HRTimeline
Performance Wealth Partners, LLC9,546$2.81M0.09%-25213F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.11,107$2.81M1.52%-7513F-HRTimeline
Consolidated Portfolio Review Corp9,527$2.81M0.39%+6913F-HRTimeline
Kovack Advisors, Inc.9,512$2.8M0.27%-1,64513F-HRTimeline
FIRST NATIONAL BANK OF OMAHAgroup of 2 filers holding9,491$2.8M+222Timeline
Checchi Capital Advisers, LLC9,473$2.79M0.19%-33213F-HRTimeline
Elm Partners Management LLC9,460$2.79M0.13%new13F-HR/ATimeline
Evelyn Partners Group Ltdgroup of 2 filers holding9,445$2.78M-280Timeline
Nilsine Partners, LLC9,444$2.78M0.28%-13213F-HRTimeline
Freedom Investment Management, Inc.9,416$2.78M0.22%-87213F-HRTimeline
Game Creek Capital, LP9,410$2.77M1.42%-2,09013F-HRTimeline
Centennial Wealth Advisory LLC9,406$2.77M0.88%-49513F-HRTimeline
FCG Investment Co9,341$2.75M1.44%+4,01713F-HRTimeline
Bridgewater Advisors Inc.10,491$2.75M0.21%+22713F-HRTimeline
CFS Investment Advisory Services, LLC9,325$2.75M0.22%+19813F-HRTimeline
Marks Group Wealth Management, Inc9,324$2.75M0.26%-78613F-HRTimeline
Park Edge Advisors, LLC9,316$2.75M0.7%+2,73913F-HRTimeline
CLARK FINANCIAL SERVICES GROUP INC …9,253$2.73M1.68%-28113F-HRTimeline
HUB Investment Partners, LLC9,242$2.72M0.1%+2,69013F-HRTimeline
Uncommon Cents Investing LLC9,235$2.72M0.73%+5713F-HRTimeline
Beaumont Financial Advisors, LLC9,224$2.72M0.2%-2913F-HRTimeline
Graham Capital Management, L.P.9,207$2.71M0.08%new13F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…9,202$2.71M0.48%-2,16413F-HRTimelineGroup
THAMES CAPITAL MANAGEMENT LLC9,194$2.71M0.61%new13F-HRTimeline
Atlantic Edge Private Wealth Management…9,148$2.7M0.74%+4113F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC9,144$2.7M1.35%-6813F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW9,136$2.69M0.46%-8213F-HRTimelineGroup
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP9,117$2.69M0.25%+4513F-HRTimelineGroup
Integrated Advisors Network LLC9,109$2.69M0.12%-7713F-HRTimeline
RoundAngle Advisors LLC9,107$2.68M2.24%+34713F-HRTimeline
Redmond Asset Management, LLC9,097$2.68M0.64%-69813F-HRTimeline
Gen-Wealth Partners Inc9,091$2.68M1.03%-86213F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC9,087$2.68M2.44%-1313F-HRTimeline
Diligent Investors, LLC9,076$2.68M0.63%-6013F-HRTimeline
Brady Martz Wealth Solutions, LLC9,066$2.67M0.52%+9913F-HRTimeline
WRIGHT INVESTORS SERVICE INC9,061$2.67M0.81%+14913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Patten Group, Inc.9,059$2.67M0.56%-26513F-HRTimeline
Meridian Wealth Advisors, LLC9,054$2.67M0.42%-54513F-HRTimeline
MassMutual Private Wealth & Trust, FSB9,053$2.67M0.07%+25813F-HRTimeline
Providence Wealth Advisors, LLC10,565$2.66M1.83%-31313F-HRTimeline
Sandbox Financial Partners, LLC9,003$2.65M0.84%+2313F-HRTimeline
Pavion Blue Capital, LLC8,963$2.64M1.17%-513F-HRTimeline
Ironwood Financial, llc10,577$2.63M0.56%013F-HRTimeline
Investment Partners Asset Management, I…8,920$2.63M1.83%-12813F-HRTimeline
Global Assets Advisory, LLC9,020$2.63M1.03%new13F-HRTimeline
RiverFront Investment Group, LLC8,902$2.62M0.05%+2,27213F-HRTimeline
Strategic Blueprint, LLC8,861$2.61M0.13%-6113F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.8,858$2.61M0.71%+10013F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…8,846$2.61M0.24%+1,21313F-HRTimelineGroup
Generali Investments, Management Co LLC8,854$2.61M0.59%+3,28713F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.8,839$2.61M1.19%-13213F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC8,823$2.6M0.26%+25213F-HRTimelineGroup
PFG Advisors8,811$2.6M0.12%+65113F-HRTimeline
Cooper Financial Group8,810$2.6M0.31%+25513F-HRTimeline
FAGAN ASSOCIATES, INC.8,765$2.58M0.4%+84513F-HRTimeline
Aull & Monroe Investment Management Corp8,689$2.56M1.37%-1,74013F-HRTimeline
Kessler Investment Group, LLC8,678$2.56M1.05%+27113F-HRTimeline
Hilltop National Bank8,675$2.56M0.67%13F-HRTimeline
Inlet Private Wealth, LLC8,667$2.55M0.63%013F-HRTimeline
FORTE CAPITAL LLC /ADV8,653$2.55M0.27%-1413F-HRTimeline
Keystone Financial Planning, Inc.8,576$2.53M0.76%-39813F-HRTimeline
Parisi Gray Wealth Management8,568$2.53M0.72%+1513F-HRTimeline
BECKER CAPITAL MANAGEMENT INC8,530$2.51M0.08%-7913F-HRTimeline
Grove Bank & Trust8,521$2.51M0.31%+4213F-HRTimeline
Parcion Private Wealth LLC8,502$2.51M0.18%+4413F-HRTimeline
NORDEN GROUP LLC8,470$2.5M0.27%+90113F-HRTimeline
HARBOUR INVESTMENTS, INC.8,458$2.49M0.06%+1,38913F-HRTimeline
Groupe la Francaisein group Groupe la Francaise8,468$2.49M0.04%+1,87513F-HRTimelineGroup
ADIRONDACK TRUST CO8,426$2.48M0.9%+7213F-HRTimeline
PARTHENON LLC8,419$2.48M0.28%-92313F-HRTimeline
Platform Technology Partners8,382$2.47M0.65%+2,85013F-HRTimeline
Strategic Advisors LLC8,378$2.47M0.49%-74413F-HRTimeline
Founders Financial Alliance, LLC8,362$2.46M0.56%+18813F-HRTimeline
Mirabaud Asset Management Ltd8,501$2.46M1.15%-92013F-HRTimeline
Fort Sheridan Advisors LLC8,348$2.46M0.35%-10013F-HRTimeline
Waterloo Capital, L.P.8,338$2.46M0.2%+3,21713F-HRTimeline
MEANS INVESTMENT CO., INC.8,336$2.46M0.23%+55113F-HRTimeline
Frisch Financial Group, Inc.8,336$2.46M0.6%+6,94813F-HRTimeline
Aaron Wealth Advisors LLC8,312$2.45M0.25%-38813F-HRTimeline
Carl P. Sherr & Co., LLC8,291$2.44M1.24%-32513F-HRTimeline
CFC Planning Co LLC8,278$2.44M2.36%+48813F-HRTimeline
WENDELL DAVID ASSOCIATES INC8,257$2.43M0.24%013F-HRTimeline
Roxbury Financial LLC8,249$2.43M2.37%-89713F-HRTimeline
NWAM LLC9,373$2.43M0.14%+1,63313F-HR/ATimeline
Strategic Investment Solutions, Inc. /IL8,229$2.43M0.73%+4,87413F-HRTimeline
SMART Wealth LLC8,181$2.41M0.76%+4,80713F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…8,161$2.41M1.11%-2713F-HRTimeline
Fiduciary Group, LLC8,157$2.4M0.23%-5113F-HRTimeline
Shulman DeMeo Asset Management LLC8,132$2.4M0.59%-15413F-HRTimeline
Legacy Financial Advisors, Inc.8,120$2.39M0.37%+12813F-HRTimeline
DUNCKER STREETT & CO INC8,119$2.39M0.44%013F-HRTimeline
Penobscot Investment Management Company…8,105$2.39M0.2%-1,00013F-HRTimeline
Pingora Partners LLC8,090$2.38M1.78%013F-HRTimeline
ALTFEST L J & CO INC8,087$2.38M0.28%-6813F-HRTimeline