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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
Shulman DeMeo Asset Management LLC8,297$1.82M0.49%-31413F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA8,323$1.82M0.05%13F-HRTimelineGroup
EXENCIAL WEALTH ADVISORS, LLC8,277$1.82M0.07%-36413F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP8,270$1.82M0.03%+1,50613F-HR/ATimelineGroup
Byrne Asset Management LLC8,252$1.81M1.28%-21013F-HRTimeline
STEINBERG ASSET MANAGEMENT LLC8,241$1.81M1.34%-20313F-HRTimeline
OPTIMIZE FINANCIAL INC.8,241$1.81M1.36%13F-HRTimeline
Fiduciary Group, LLC8,230$1.81M0.18%013F-HRTimeline
MEANS INVESTMENT CO., INC.8,229$1.81M0.19%+22113F-HRTimeline
PFG Advisors8,207$1.8M0.11%+34713F-HRTimeline
WENDELL DAVID ASSOCIATES INC8,207$1.8M0.18%-20013F-HRTimeline
Pingora Partners LLC8,190$1.8M1.18%013F-HRTimeline
Cooper Financial Group8,190$1.8M0.22%+19513F-HRTimeline
United Bank8,172$1.8M0.76%+2,54413F-HRTimeline
BKM Wealth Management, LLC8,132$1.79M0.73%-55113F-HRTimeline
BIRCHBROOK, INC.8,110$1.78M1.01%-9713F-HRTimeline
DUNCKER STREETT & CO INC8,099$1.78M0.33%-67613F-HRTimeline
RMR Wealth Builders8,089$1.78M0.18%+5,66313F-HR/ATimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…8,063$1.77M0.19%+27813F-HRTimelineGroup
Red Spruce Capital, LLC8,051$1.77M0.79%+21613F-HRTimeline
Wynn Capital, LLC8,042$1.77M1.12%-17013F-HRTimeline
Supplemental Annuity Collective Trust o…8,000$1.76M0.52%013F-HRTimeline
FAS Wealth Partners, Inc.7,995$1.76M0.15%-1313F-HRTimeline
Avior Wealth Management, LLC8,176$1.76M0.06%+11413F-HRTimeline
Anchor Investment Management, LLC7,982$1.75M0.16%+18313F-HRTimeline
Founders Financial Alliance, LLC7,964$1.75M0.48%+4813F-HRTimeline
NICHOLS & PRATT ADVISERS LLP /MAin group NICHOLS & PRATT ADVISERS LLP …7,958$1.75M0.12%-20013F-HRTimelineGroup
ARVEST INVESTMENTS, INC.7,948$1.75M0.28%-55213F-HRTimeline
Aspire Growth Partners LLC7,831$1.75M1.71%13F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC7,923$1.74M0.2%-39213F-HRTimelineGroup
Exchange Bank7,898$1.74M1.4%+17113F-HRTimeline
HOME FEDERAL BANK OF TENNESSEE7,835$1.72M0.51%-2113F-HRTimeline
Hilltop National Bank7,827$1.72M0.52%+2,02213F-HRTimeline
BURKE & HERBERT BANK & TRUST CO7,810$1.72M0.41%+3213F-HRTimeline
Venturi Wealth Management, LLC7,809$1.72M0.08%+10813F-HRTimeline
Avidian Wealth Enterprises, LLC7,805$1.72M0.08%+17913F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.7,800$1.71M0.9%13F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd7,781$1.71M0.14%-14,14213F-HRTimelineGroup
Journey Advisory Group, LLC9,879$1.71M0.2%013F-HRTimeline
SIMON QUICK ADVISORS, LLC7,771$1.71M0.1%+58913F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…7,771$1.71M0.04%+2913F-HRTimelineGroup
MIDLAND WEALTH ADVISORS, LLC7,765$1.71M0.1%-84113F-HRTimeline
Delta Financial Group, Inc.7,728$1.7M0.4%new13F-HRTimeline
Strategic Advisors LLC7,724$1.7M0.31%-11,73813F-HRTimeline
CWS Financial Advisors, LLC7,724$1.7M0.55%013F-HRTimeline
CAPITAL CITY TRUST CO/FL7,635$1.68M0.42%-26713F-HRTimeline
GWN SECURITIES INC.7,463$1.68M0.45%13F-HRTimeline
WEIK CAPITAL MANAGEMENT7,610$1.67M0.68%-2513F-HRTimeline
one8zero8, LLC7,607$1.67M0.36%13F-HRTimeline
ROANOKE ASSET MANAGEMENT CORP/ NY7,605$1.67M0.54%013F-HRTimeline
Joule Financial, LLC7,569$1.66M0.59%+2,16013F-HRTimeline
PBMares Wealth Management LLC7,564$1.66M0.34%+6713F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC7,544$1.66M0.07%-7313F-HRTimeline
Sompo Asset Management Co., Ltd.7,533$1.66M0.28%-57913F-HRTimeline
WESTBOURNE INVESTMENTS, INC.7,503$1.65M0.97%13F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC7,502$1.65M0.3%+88013F-HRTimeline
BRAVE ASSET MANAGEMENT INC7,479$1.64M0.52%013F-HRTimeline
MERIDIAN MANAGEMENT CO7,478$1.64M0.43%+713F-HRTimeline
Legacy Financial Advisors, Inc.7,449$1.64M0.27%+51013F-HRTimeline
Texas Yale Capital Corp.7,446$1.64M0.07%013F-HRTimeline
Grove Bank & Trust7,429$1.63M0.23%+1413F-HRTimeline
Connective Capital Management, LLC7,400$1.63M1.89%013F-HRTimeline
Advisory Alpha, LLC7,359$1.62M0.06%-67813F-HRTimeline
Whitener Capital Management, Inc.7,328$1.61M0.45%-14013F-HRTimeline
Range Financial Group LLC7,307$1.61M0.74%+4,33613F-HRTimeline
Texas Bank & Trust Co7,302$1.61M0.66%13F-HRTimeline
QUADRANT CAPITAL GROUP LLC7,279$1.6M0.11%+57113F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC7,274$1.6M0.07%+30013F-HRTimeline
Plancorp, LLC7,262$1.6M0.07%+8413F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.7,259$1.6M1.1%13F-HRTimeline
COOKSON PEIRCE & CO INC7,238$1.59M0.07%-5313F-HRTimeline
WARNER FINANCIAL, INC7,234$1.59M0.68%+2813F-HRTimeline
Mayflower Financial Advisors, LLC7,223$1.59M0.24%+1,06913F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.7,221$1.59M0.71%-74913F-HRTimeline
Ascent Wealth Partners, LLC7,209$1.58M0.21%+6513F-HRTimeline
Clarkston Capital Partners, LLC7,205$1.58M0.03%new13F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC7,203$1.58M0.25%-55413F-HRTimeline
ROFFMAN MILLER ASSOCIATES INC /PA/7,189$1.58M0.1%-42513F-HRTimeline
Core Wealth Partners LLC7,163$1.57M0.9%-65813F-HRTimeline
SRN Advisors, LLC7,161$1.57M1.4%+4,65013F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC7,160$1.57M0.57%+5813F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…7,153$1.57M0.08%013F-HRTimeline
Claris Financial LLC7,135$1.57M1.03%13F-HRTimeline
CX Institutional7,125$1.57M0.06%+14313F-HRTimeline
EVERETT HARRIS & CO /CA/7,116$1.56M0.02%+3,43113F-HRTimeline
CFC Planning Co LLC7,044$1.55M1.66%13F-HRTimeline
BOSTON FINANCIAL MANGEMENT LLC7,035$1.55M0.05%+80013F-HRTimeline
Obsidian Personal Planning Solutions LLC6,047$1.55M0.75%+6613F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…7,030$1.55M0.32%-5613F-HRTimeline
Rossmore Private Capital7,015$1.54M0.19%013F-HRTimeline
Atlas Brown,Inc.7,000$1.54M0.53%+21213F-HRTimeline
CAPITAL MANAGEMENT ASSOCIATES /NY/7,000$1.54M1.81%013F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC7,000$1.54M0.23%013F-HRTimeline
Lighthouse Investment Partners, LLCin group Lighthouse Investment Partner…7,000$1.54M0.06%new13F-HRTimelineGroup
Triton Financial Group Inc6,990$1.54M0.96%+13113F-HRTimeline
Strait & Sound Wealth Management LLC6,986$1.54M0.71%+8913F-HRTimeline
Northern Financial Advisors Inc6,971$1.53M1.22%-84413F-HRTimeline
DOVER ADVISORS, LLC6,964$1.53M0.88%+74513F-HRTimeline
Groupe la Francaisein group Groupe la Francaise6,384$1.53M0.04%13F-HRTimelineGroup
Tradewinds, LLC.5,998$1.53M0.43%-16513F-HRTimeline
Wolfstich Capital, LLC6,949$1.53M1.35%13F-HRTimeline
Etesian Wealth Advisors, Inc.6,945$1.53M0.68%+37213F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC6,936$1.52M0.58%+213F-HR/ATimeline
TCI Wealth Advisors, Inc.6,933$1.52M0.13%-7313F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT6,932$1.52M0.07%-15013F-HRTimeline
Hexagon Capital Partners LLC6,891$1.51M0.28%+59713F-HRTimeline
Stamos Capital Partners, L.P.6,840$1.5M0.35%+6013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC6,839$1.5M0.03%+91613F-HRTimelineGroup
Focus Financial Network, Inc.6,822$1.5M0.06%+26513F-HRTimeline
Certified Advisory Corp6,815$1.5M0.16%+13713F-HRTimeline
HARBOUR INVESTMENTS, INC.6,813$1.5M0.04%+60813F-HRTimeline
Moss Adams Wealth Advisors LLC6,806$1.5M0.16%-43413F-HRTimeline
Laurel Wealth Advisors LLC6,789$1.49M0.23%-10913F-HRTimeline
FAIRFIELD, BUSH & CO.6,741$1.48M0.87%+15813F-HRTimeline
Blue Edge Capital, LLC6,737$1.48M0.23%+13513F-HRTimeline
MONETARY MANAGEMENT GROUP INC6,712$1.48M0.38%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…6,705$1.48M0.3%+53413F-HRTimeline
Parkside Financial Bank & Trust6,695$1.47M0.19%+2,17113F-HRTimeline
Meridian Wealth Advisors, LLC6,689$1.47M0.24%-8213F-HRTimeline
Cumberland Partners Ltdin group Cumberland Partners Ltd6,685$1.47M0.1%-74513F-HRTimelineGroup
SECURED RETIREMENT ADVISORS, LLC6,676$1.47M0.84%+5,37513F-HRTimeline
Donoghue Forlines LLC6,676$1.47M0.49%-11,93813F-HRTimeline
Athena Investment Management6,673$1.47M0.85%-29813F-HRTimeline
Aster Capital Management (DIFC) Ltd6,667$1.47M0.56%+6,54913F-HRTimeline
Paragon Private Wealth Management, LLC6,649$1.46M0.67%+46113F-HRTimeline
GROUPAMA ASSET MANAGMENT6,636$1.46M0.03%-6,64113F-HRTimeline
Manchester Capital Management LLC6,648$1.46M0.17%+113F-HRTimeline
Lion Street Advisors, LLC6,624$1.46M0.46%+90013F-HRTimeline
KLCM Advisors, Inc.6,619$1.46M0.17%+85913F-HRTimeline
Citizens National Bank Trust Department6,615$1.45M0.31%013F-HRTimeline
Cascade Financial Partners, LLC6,568$1.44M0.19%-86613F-HRTimeline
Clark Capital Management Group, Inc.6,563$1.44M0.01%+80813F-HRTimeline
Old Mission Investment Co LLC6,560$1.44M0.43%+4,36013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC6,554$1.44M0.05%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Biltmore Family Office, LLC6,536$1.44M0.24%+33313F-HRTimeline
TrinityPoint Wealth, LLC6,536$1.44M0.2%+3113F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC6,529$1.44M1.05%-89913F-HRTimeline
IRONWOOD INVESTMENT MANAGEMENT LLC6,525$1.43M0.71%013F-HRTimeline
Belpointe Asset Management LLC7,084$1.43M0.09%+5913F-HRTimeline
GeoWealth Management, LLC6,495$1.43M0.05%+54313F-HRTimeline
MJP ASSOCIATES INC /ADV6,473$1.42M0.26%-49313F-HRTimeline
Sage Mountain Advisors LLC6,471$1.42M0.1%+1713F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC6,455$1.42M1.09%013F-HR/ATimeline
Tradition Wealth Management, LLC6,454$1.42M0.12%-53313F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp6,434$1.41M0.2%+51013F-HRTimelineGroup
Genesee Capital Advisors, LLC6,423$1.41M0.66%-30913F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp6,418$1.41M0.08%-1,03513F-HRTimelineGroup
Thrive Wealth Management, LLC6,401$1.41M0.25%-47513F-HRTimeline
DIVIDEND ASSETS CAPITAL, LLC6,390$1.4M0.27%+113F-HRTimeline
JBR Co Financial Management Inc6,390$1.4M0.86%+4013F-HRTimeline
Kilter Group LLC6,385$1.4M0.91%13F-HRTimeline
GARRISON POINT ADVISORS, LLC6,380$1.4M0.67%+3,06013F-HRTimeline
Frederick Financial Consultants, LLC6,378$1.4M1.12%13F-HRTimeline
Winthrop Capital Management, LLC6,366$1.4M0.37%new13F-HRTimeline
MARIETTA INVESTMENT PARTNERS LLC6,376$1.4M0.31%-15013F-HRTimeline
EPG Wealth Management LLC6,361$1.4M0.37%-2313F-HRTimeline
Donald L. Hagan, LLC6,358$1.4M0.73%-33713F-HRTimeline
Schechter Investment Advisors, LLC6,351$1.4M0.11%+4313F-HRTimeline
S.E.E.D. Planning Group LLC6,348$1.4M0.47%+12613F-HRTimeline
Pinnacle West Asset Management, Inc.6,335$1.39M1%013F-HRTimeline
TRUE Private Wealth Advisors6,330$1.39M0.17%-313F-HRTimeline
ALBION FINANCIAL GROUP /UT6,325$1.39M0.1%013F-HRTimeline
HUB Investment Partners, LLC6,309$1.39M0.06%+58213F-HRTimeline
Telos Capital Management, Inc.6,280$1.38M0.15%+2,64713F-HRTimeline
NOVEM GROUP6,276$1.38M0.21%13F-HRTimeline
apricus wealth, LLC6,276$1.38M0.9%+7813F-HRTimeline
CASTLEKEEP INVESTMENT ADVISORS LLC6,261$1.38M0.96%-45413F-HR/ATimeline
Northeast Financial Consultants Inc6,246$1.37M0.06%+52813F-HRTimeline
Register Financial Advisors LLC6,236$1.37M0.69%-4813F-HRTimeline
STANSBERRY ASSET MANAGEMENT, LLC6,235$1.37M0.18%-76413F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC6,226$1.37M0.14%-3,80713F-HRTimeline
Long Run Wealth Advisors, LLC6,213$1.37M0.33%-36213F-HRTimeline
PATTEN & PATTEN INC/TN6,195$1.36M0.09%-3013F-HRTimeline
AdvisorNet Financial, Inc6,181$1.36M0.11%-313F-HRTimeline
TKG Advisors, LLC6,036$1.36M0.63%-26513F-HRTimeline
bLong Financial, LLC6,172$1.36M1.12%13F-HRTimeline
IVC Wealth Advisors LLC6,155$1.35M0.76%-85013F-HRTimeline
Millstone Evans Group, LLC6,150$1.35M0.92%13F-HRTimeline
Edgestream Partners, L.P.6,143$1.35M0.06%-16113F-HRTimeline
Old North State Trust, LLC6,109$1.34M0.85%+1,71013F-HRTimeline
Everhart Financial Group, Inc.6,109$1.34M0.28%+48413F-HRTimeline
CASCADE INVESTMENT GROUP, INC.6,108$1.34M0.96%+18913F-HRTimeline
Diversified Enterprises, LLC6,098$1.34M0.13%+33113F-HRTimeline
Western Wealth Management, LLC6,097$1.34M0.09%-10,81613F-HR/ATimeline
ARBOR TRUST WEALTH ADVISORS, LLC6,081$1.34M0.63%+1,44713F-HRTimeline
Cornerstone Select Advisors, LLC6,059$1.33M1.28%13F-HRTimeline
Howard Capital Management, LLC6,057$1.33M0.02%-97913F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.6,049$1.33M0.75%-2513F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC6,038$1.33M1.41%13F-HRTimeline
Granite Investment Partners, LLC6,028$1.33M0.06%013F-HRTimeline
Legacy Wealth Asset Management, LLC6,009$1.32M0.36%-22913F-HRTimeline
WEALTH ALLIANCE, LLC5,995$1.32M0.16%-15413F-HRTimeline
Selective Wealth Management, Inc.6,013$1.31M0.53%+12813F-HRTimeline
Aspen Investment Management Inc5,925$1.3M0.6%+11013F-HRTimeline
Burt Wealth Advisors5,921$1.3M0.33%-11013F-HRTimeline
L. Roy Papp & Associates, LLP5,917$1.3M0.15%-26013F-HRTimeline
Heartwood Wealth Advisors LLC5,913$1.3M0.15%+513F-HRTimeline
TBH Global Asset Management, LLC5,910$1.3M0.31%-2113F-HRTimeline
DiNuzzo Private Wealth, Inc.5,909$1.3M0.16%013F-HRTimeline
OAK ASSOCIATES LTD /OH/5,907$1.3M0.09%+313F-HRTimeline