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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
Banque Transatlantique SAin group Banque Transatlantique SA8,041$2.38M0.07%-77513F-HRTimelineGroup
New England Research & Management, Inc.8,070$2.38M1.13%013F-HRTimeline
Sompo Asset Management Co., Ltd.8,063$2.38M0.41%+17013F-HRTimeline
Inman Jager Wealth Management, LLC8,063$2.38M1.61%-3713F-HRTimeline
Avidian Wealth Enterprises, LLC8,060$2.38M0.1%-28913F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC8,042$2.37M0.18%-3,42213F-HRTimeline
BURKE & HERBERT BANK & TRUST CO8,036$2.37M0.53%-4413F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC8,034$2.37M1.41%+2,53113F-HRTimeline
Alpha Cubed Investments, LLC8,033$2.37M0.09%+52613F-HRTimeline
CIDEL ASSET MANAGEMENT INC8,018$2.36M0.14%-43713F-HRTimeline
New Age Alpha Advisors, LLC8,018$2.36M0.1%new13F-HRTimeline
Anchor Investment Management, LLC8,018$2.36M0.21%+913F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC8,006$2.36M0.44%+413F-HRTimeline
Supplemental Annuity Collective Trust o…8,000$2.36M0.66%013F-HRTimeline
Wynn Capital, LLC7,990$2.36M1.26%-15713F-HRTimeline
Onyx Bridge Wealth Group LLC7,989$2.36M0.31%-31313F-HRTimeline
Fortis Group Advisors, LLC8,664$2.35M0.43%-3513F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC7,916$2.33M0.61%-76513F-HRTimeline
BIRCHBROOK, INC.7,910$2.33M1.25%+2413F-HRTimeline
Tradition Wealth Management, LLC7,894$2.33M0.19%+99213F-HRTimeline
Stockman Wealth Management, Inc.7,894$2.33M0.32%-53,28613F-HRTimeline
BKM Wealth Management, LLC7,889$2.33M0.91%-12013F-HRTimeline
CEERA INVESTMENTS, LLC7,883$2.32M0.71%013F-HRTimeline
Advisory Alpha, LLC7,844$2.31M0.07%-53413F-HRTimeline
HOME FEDERAL BANK OF TENNESSEE7,835$2.31M0.65%013F-HRTimeline
Exchange Bank7,826$2.31M1.83%-2813F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC7,824$2.31M1.95%new13F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…7,823$2.31M0.11%-8,69613F-HRTimeline
Rossmore Private Capital7,804$2.3M0.27%013F-HRTimeline
Deseret Mutual Benefit Administrators7,799$2.3M1.08%013F-HRTimeline
Telos Capital Management, Inc.7,794$2.3M0.23%-5213F-HRTimeline
GC Wealth Management RIA, LLC7,780$2.29M0.19%+6,78713F-HRTimeline
Red Spruce Capital, LLC7,774$2.29M0.99%-35613F-HRTimeline
STEINBERG ASSET MANAGEMENT LLC7,760$2.29M1.7%-46713F-HRTimeline
Core Wealth Partners LLC7,742$2.28M1.16%+35513F-HRTimeline
Byrne Asset Management LLC7,735$2.28M1.51%-36913F-HRTimeline
DOVER ADVISORS, LLC7,714$2.27M1%-1,99113F-HRTimeline
FAS Wealth Partners, Inc.7,710$2.27M0.17%-6513F-HRTimeline
WARNER FINANCIAL, INC7,703$2.27M0.94%+213F-HRTimeline
INTEGRITY WEALTH ADVISORS, INC.7,702$2.27M1.59%-51513F-HRTimeline
Triton Financial Group Inc7,665$2.26M1.64%13F-HRTimeline
AFFINITY INVESTMENT ADVISORS, LLC7,651$2.26M1.71%-43913F-HRTimeline
Sage Mountain Advisors LLC7,639$2.25M0.15%+61813F-HRTimeline
Diversified Enterprises, LLC7,634$2.25M0.17%+1,09213F-HRTimeline
CAPITAL CITY TRUST CO/FL7,611$2.24M0.58%-1913F-HRTimeline
NICHOLS & PRATT ADVISERS LLP /MAin group NICHOLS & PRATT ADVISERS LLP …7,608$2.24M0.15%-35013F-HRTimelineGroup
STEEL GROVE CAPITAL ADVISORS, LLC7,607$2.24M0.27%-1,16213F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC8,841$2.23M0.2%+36113F-HRTimeline
Moss Adams Wealth Advisors LLC7,560$2.23M0.2%+16213F-HRTimeline
CWS Financial Advisors, LLC7,559$2.23M0.65%+5113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…7,542$2.22M0.05%-10113F-HRTimelineGroup
WESPAC Advisors SoCal, LLC7,521$2.22M0.49%+35913F-HRTimeline
Slocum, Gordon & Co LLP7,510$2.21M1.78%-1,47513F-HRTimeline
Apella Capital, LLC7,566$2.21M0.06%+97413F-HRTimeline
WESTBOURNE INVESTMENTS, INC.7,503$2.21M1.18%-60013F-HRTimeline
BRAVE ASSET MANAGEMENT INC7,479$2.2M0.6%013F-HRTimeline
Texas Bank & Trust Co7,467$2.2M0.88%+2513F-HRTimeline
MARIETTA INVESTMENT PARTNERS LLC7,465$2.2M0.48%+86913F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC7,455$2.2M0.08%-67913F-HRTimeline
Texas Yale Capital Corp.7,446$2.19M0.07%013F-HRTimeline
Focus Financial Network, Inc.7,427$2.19M0.09%+56413F-HRTimeline
Ascent Wealth Partners, LLC7,424$2.19M0.27%-2113F-HRTimeline
MJP ASSOCIATES INC /ADV7,404$2.18M0.32%+42713F-HRTimeline
Plan Group Financial, LLC7,401$2.18M0.72%+85013F-HRTimeline
Abundance Wealth Counselors7,399$2.18M0.41%-7,56613F-HRTimeline
Agate Pass Investment Management, LLC7,393$2.18M0.89%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC7,375$2.17M0.19%+4213F-HRTimeline
Linscomb Wealth, Inc.7,353$2.17M0.1%-56813F-HRTimeline
S.E.E.D. Planning Group LLC7,347$2.17M0.68%+63613F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC7,343$2.16M0.09%+10013F-HRTimeline
Capital Asset Advisory Services LLC7,415$2.16M0.1%+33913F-HRTimeline
Range Financial Group LLC7,318$2.16M0.85%-3213F-HRTimeline
Venturi Wealth Management, LLC7,312$2.16M0.11%-50013F-HRTimeline
Belpointe Asset Management LLC7,298$2.15M0.09%+25513F-HRTimeline
Inscription Capital, LLC7,299$2.15M0.31%-1,14113F-HRTimeline
Plancorp, LLC7,283$2.15M0.07%+35713F-HRTimeline
Joule Financial, LLC7,269$2.14M0.7%-24513F-HRTimeline
Mayflower Financial Advisors, LLC7,257$2.14M0.3%+21413F-HRTimeline
COOKSON PEIRCE & CO INC7,238$2.13M0.09%-7313F-HRTimeline
Western Wealth Management, LLC7,232$2.13M0.13%+64813F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.7,224$2.13M1.01%-19213F-HRTimeline
Claris Financial LLC7,221$2.13M1.6%+8613F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC7,207$2.12M0.78%+13413F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…7,199$2.12M0.02%new13F-HRTimelineGroup
Everhart Financial Group, Inc.7,195$2.12M0.25%+76013F-HRTimeline
Old North State Trust, LLC7,173$2.11M1.44%+1,06413F-HRTimeline
Core Wealth Advisors, Inc.7,160$2.11M0.61%-31813F-HRTimeline
Voleon Capital Management LP7,143$2.11M0.12%new13F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.7,125$2.1M1.28%+30013F-HRTimeline
Avestar Capital, LLC7,125$2.1M0.15%+1,26413F-HRTimeline
PARK CIRCLE Co7,100$2.09M1.79%013F-HRTimeline
Aspen Investment Management Inc7,079$2.09M0.88%+52213F-HRTimeline
NOVEM GROUP7,076$2.09M0.26%+33913F-HRTimeline
Aspire Growth Partners LLC7,074$2.09M1.71%-77513F-HRTimeline
Northern Financial Advisors Inc7,061$2.08M1.56%+713F-HRTimeline
Clarkston Capital Partners, LLC7,050$2.08M0.04%013F-HRTimeline
Parallax Volatility Advisers, L.P.7,037$2.07M0.08%-31,82213F-HRTimeline
Archford Capital Strategies, LLC7,018$2.07M0.26%-1,97013F-HRTimeline
Atlas Brown,Inc.7,009$2.07M0.66%+113F-HRTimeline
CAPITAL MANAGEMENT ASSOCIATES /NY/7,000$2.06M3.37%013F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC7,000$2.06M0.29%013F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC6,997$2.06M0.39%+2,04513F-HRTimelineGroup
WOODWARD DIVERSIFIED CAPITAL, LLC6,982$2.06M1.04%+36413F-HRTimeline
Register Financial Advisors LLC6,972$2.06M0.9%+73413F-HRTimeline
Paragon Private Wealth Management, LLC6,965$2.05M0.82%+12913F-HRTimeline
EVERETT HARRIS & CO /CA/6,958$2.05M0.03%+11713F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…6,953$2.05M0.09%013F-HR/ATimeline
ROFFMAN MILLER ASSOCIATES INC /PA/6,947$2.05M0.12%+6213F-HRTimeline
CX Institutional6,945$2.05M0.07%-21113F-HR/ATimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…6,930$2.04M0.41%013F-HRTimeline
TCI Wealth Advisors, Inc.6,920$2.04M0.14%-4613F-HRTimeline
DT Investment Partners, LLC6,914$2.04M0.18%-1,23413F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC6,906$2.04M0.29%-11813F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.6,903$2.03M0.03%new13F-HRTimelineGroup
JEPPSON WEALTH MANAGEMENT, LLC6,870$2.03M0.7%-12713F-HRTimeline
SWP Investment Management LLC6,836$2.02M2.38%+6013F-HRTimeline
Strait & Sound Wealth Management LLC6,818$2.01M0.85%-59213F-HRTimeline
Verition Fund Management LLC6,817$2.01M0.01%new13F-HRTimeline
Citizens National Bank Trust Department6,785$2M0.4%-1413F-HRTimeline
Genesee Capital Advisors, LLC6,774$2M0.89%+1413F-HRTimeline
Certified Advisory Corp6,755$1.99M0.21%+513F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT6,750$1.99M0.08%-16013F-HRTimeline
Blue Edge Capital, LLC6,742$1.99M0.3%-3413F-HRTimeline
Heritage Wealth Management, Inc.6,725$1.98M0.64%-89613F-HRTimeline
EPG Wealth Management LLC6,722$1.98M0.59%+9013F-HRTimeline
TRUE Private Wealth Advisors6,713$1.98M0.22%+67313F-HRTimeline
Whitener Capital Management, Inc.6,681$1.97M0.52%-45913F-HRTimeline
ARS Investment Partners, LLC6,656$1.96M0.14%+3,83513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC6,651$1.96M0.04%-14913F-HRTimelineGroup
BRAUN STACEY ASSOCIATES INC6,627$1.95M0.07%+2,50013F-HRTimeline
Zuckerman Investment Group, LLC6,595$1.94M0.19%-4,17613F-HRTimeline
MONETARY MANAGEMENT GROUP INC6,587$1.94M0.48%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.6,576$1.94M1.31%-42913F-HRTimeline
Cascade Financial Partners, LLC6,568$1.94M0.23%013F-HRTimeline
Symphony Financial, Ltd. Co.9,847$1.93M0.25%new13F-HR/ATimeline
Biltmore Family Office, LLC6,537$1.93M0.33%+113F-HRTimeline
DRW Securities, LLC6,540$1.93M0.14%+3,05513F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC6,517$1.92M0.34%013F-HRTimeline
LONGFELLOW INVESTMENT MANAGEMENT CO LLC6,514$1.92M0.47%-94813F-HRTimeline
Portside Wealth Group, LLC6,514$1.92M0.28%+2513F-HRTimeline
Lion Street Advisors, LLC6,510$1.92M0.58%-7513F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.6,488$1.91M0.72%013F-HRTimeline
Accurate Wealth Management, LLC6,653$1.91M0.29%+88613F-HRTimeline
STANSBERRY ASSET MANAGEMENT, LLC6,472$1.91M0.21%+28813F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC6,471$1.91M0.2%+2,62513F-HRTimelineGroup
South Dakota Investment Council6,468$1.91M0.04%013F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC6,463$1.91M0.4%+1,86713F-HRTimeline
Laurel Wealth Advisors LLC6,457$1.9M0.28%-33313F-HR/ATimeline
Athena Investment Management6,450$1.9M1.06%-5813F-HRTimeline
SALEM INVESTMENT COUNSELORS INC6,448$1.9M0.06%-813F-HR/ATimeline
Old Mission Investment Co LLC6,439$1.9M0.52%-413F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp6,434$1.9M0.25%013F-HRTimelineGroup
IRONWOOD INVESTMENT MANAGEMENT LLC6,429$1.9M0.92%-9613F-HRTimeline
Howard Capital Management, LLC6,425$1.89M0.03%+1,14613F-HRTimeline
Clarius Group, LLC6,425$1.89M0.11%-36013F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC6,425$1.89M0.1%-11113F-HRTimeline
Frederick Financial Consultants, LLC6,418$1.89M1.17%-413F-HRTimeline
Wolfstich Capital, LLC6,411$1.89M4.15%-53813F-HRTimeline
WOLVERINE TRADING, LLC6,520$1.89M0.05%new13F-HRTimeline
FSM Wealth Advisors, LLC6,457$1.89M0.31%+3,41213F-HRTimeline
Kilter Group LLC6,406$1.89M0.86%+913F-HRTimeline
Manchester Capital Management LLC6,391$1.88M0.25%-50913F-HRTimeline
Verus Financial Partners, Inc.6,483$1.88M0.19%-13213F-HRTimeline
Catalyst Funds Management Pty Ltd6,380$1.88M0.52%+2,60013F-HRTimeline
Boothe Investment Group, Inc.6,364$1.88M0.72%-37213F-HRTimeline
AdvisorNet Financial, Inc6,353$1.87M0.12%-4613F-HRTimeline
Winthrop Capital Management, LLC6,352$1.87M0.47%+1913F-HRTimeline
JBR Co Financial Management Inc6,342$1.87M0.92%-18813F-HRTimeline
GARRISON POINT ADVISORS, LLC6,305$1.86M0.85%-7513F-HRTimeline
Pinnacle West Asset Management, Inc.6,300$1.86M1.28%-3513F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC6,300$1.86M0.17%+27113F-HRTimeline
PATTEN & PATTEN INC/TN6,294$1.86M0.12%-33713F-HRTimeline
MERIDIAN MANAGEMENT CO7,315$1.85M0.51%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.6,277$1.85M0.24%+2,69313F-HRTimeline
Millstone Evans Group, LLC6,257$1.84M1.26%+2813F-HRTimeline
bLong Financial, LLC6,232$1.84M1.42%+513F-HRTimeline
KLCM Advisors, Inc.6,228$1.84M0.2%-27513F-HRTimeline
MWA Asset Management6,204$1.83M1.12%+25413F-HRTimeline
Premier Path Wealth Partners, LLC6,196$1.83M0.25%+52313F-HRTimeline
Cornerstone Select Advisors, LLC6,191$1.82M1.61%-12113F-HRTimeline
IFG Advisory, LLC6,182$1.82M0.09%+1,24913F-HRTimeline
Valmark Advisers, Inc.6,174$1.82M0.03%+1,15213F-HRTimeline
WEALTH ALLIANCE, LLC6,155$1.81M0.2%+14813F-HRTimeline
Axecap Investments, LLC6,147$1.81M1.18%+8013F-HRTimeline
Kesler, Norman & Wride, LLC6,136$1.81M0.32%+2613F-HRTimeline
WEIK CAPITAL MANAGEMENT6,125$1.81M0.71%-1,30013F-HRTimeline
CULTIVAR CAPITAL, INC.6,100$1.8M1.3%+1,55713F-HRTimeline
IVC Wealth Advisors LLC6,095$1.8M0.88%-4513F-HRTimeline
ALBION FINANCIAL GROUP /UT6,064$1.79M0.12%-25513F-HRTimeline
Hartford Financial Management Inc.6,064$1.79M0.49%-3,50013F-HRTimeline
Composition Wealth, LLC6,051$1.78M0.03%+2,16213F-HRTimeline
Long Run Wealth Advisors, LLC6,032$1.78M0.37%-59113F-HRTimeline
CONNABLE OFFICE INC6,029$1.78M0.18%new13F-HRTimeline
Granite Investment Partners, LLC6,028$1.78M0.09%013F-HRTimeline
PDS Planning, Inc6,025$1.78M0.13%+43113F-HRTimeline
MATHER GROUP, LLC.6,016$1.77M0.02%+12213F-HRTimeline
Ullmann Wealth Partners Group, LLC6,009$1.77M0.21%+18113F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC5,973$1.76M1.68%+7913F-HRTimeline
OSTERWEIS CAPITAL MANAGEMENT INCin group OSTERWEIS CAPITAL MANAGEMENT …5,954$1.76M0.08%-31113F-HRTimelineGroup
PBMares Wealth Management LLC5,937$1.75M0.32%-10813F-HRTimeline