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Disclosery

IBM INTERNATIONAL BUSINESS MACHS

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COM (common), issuer CIK 51143

3,221 managers (3,268 13F filers) reported a position in IBM shares at 2025-03-31, 586,368,351 shares in all. 251 filers opened a position and 121 filers sold out during the quarter.

Managers
3,221
13F filers
3,268
New
251
Added
1,251
Reduced
1,286
Sold out
121
Shares held by filers
586,368,351

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
MATHER GROUP, LLC.5,894$1.47M0.02%+93613F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC5,894$1.47M1.51%-14413F-HRTimeline
Integrated Investment Consultants, LLC5,871$1.46M0.29%-6,58813F-HR/ATimeline
44 WEALTH MANAGEMENT LLC5,869$1.46M0.55%+77213F-HRTimeline
Avestar Capital, LLC5,861$1.46M0.14%+68813F-HRTimeline
FAIRFIELD, BUSH & CO.5,861$1.46M0.92%-88013F-HRTimeline
Legacy Wealth Asset Management, LLC5,858$1.46M0.4%-15113F-HRTimeline
McElhenny Sheffield Capital Management,…5,849$1.45M0.55%+113F-HRTimeline
HANCOCK WHITNEY CORP5,848$1.45M0.05%+17613F-HRTimeline
Smallwood Wealth Investment Management,…5,831$1.45M0.91%013F-HRTimeline
Jain Global LLC5,830$1.45M0.03%new13F-HRTimeline
Ullmann Wealth Partners Group, LLC5,828$1.45M0.19%+3613F-HRTimeline
OAK ASSOCIATES LTD /OH/5,810$1.44M0.11%-9713F-HRTimeline
Corps Capital Advisors, LLC5,800$1.44M1.52%013F-HRTimeline
Obsidian Personal Planning Solutions LLC5,964$1.44M0.64%-8313F-HRTimeline
VERUS CAPITAL PARTNERS, LLC5,788$1.44M0.14%+66413F-HR/ATimeline
TOUNJIAN ADVISORY PARTNERS, LLC5,784$1.44M0.27%13F-HRTimeline
Thrive Wealth Management, LLC5,759$1.43M0.27%-64213F-HRTimeline
Northwest Bancshares, Inc.5,745$1.43M0.26%+1813F-HRTimeline
Cross Staff Investments Inc5,730$1.42M1.08%013F-HRTimeline
M.E. ALLISON & CO., INC.5,698$1.42M1.4%+99413F-HRTimeline
Premier Path Wealth Partners, LLC5,673$1.41M0.22%+11813F-HRTimeline
M. Kraus & Co5,662$1.41M0.43%+1013F-HRTimeline
Austin Private Wealth, LLC5,625$1.4M0.13%-9413F-HRTimeline
PDS Planning, Inc5,594$1.39M0.12%+59113F-HRTimeline
Gratus Wealth Advisors, LLC5,594$1.39M0.23%-16813F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/5,589$1.39M0.08%-1613F-HRTimeline
Heritage Trust Co5,586$1.39M0.17%-19113F-HRTimeline
Fiduciary Alliance LLC5,585$1.39M0.14%+18513F-HRTimeline
Generali Investments, Management Co LLC5,567$1.38M0.39%+2,36013F-HRTimeline
Selective Wealth Management, Inc.5,874$1.38M0.6%-13913F-HRTimeline
Elevated Capital Advisors, LLC5,560$1.38M0.39%-28513F-HRTimeline
L. Roy Papp & Associates, LLP5,558$1.38M0.17%-35913F-HRTimeline
MOUNT VERNON ASSOCIATES INC /MD/5,555$1.38M1.13%+5013F-HRTimeline
SAX WEALTH ADVISORS, LLC5,533$1.38M0.1%+98213F-HRTimeline
Platform Technology Partners5,532$1.38M0.4%+2,15213F-HRTimeline
EQUITABLE TRUST CO5,527$1.37M0.08%-19613F-HRTimeline
TBH Global Asset Management, LLC5,517$1.37M0.26%-39313F-HRTimeline
Arkfeld Wealth Strategies, L.L.C.5,829$1.37M0.59%-2913F-HRTimeline
MBA Advisors LLC5,514$1.37M0.68%-9313F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC5,503$1.37M0.88%-1,17313F-HRTimeline
Putney Financial Group LLC5,496$1.37M1.44%-29013F-HRTimeline
Syntegra Private Wealth Group, LLC5,485$1.36M0.16%+2813F-HRTimeline
Accurate Wealth Management, LLC5,767$1.36M0.26%+60713F-HRTimeline
Grandview Asset Management LLC5,455$1.36M0.52%+4613F-HRTimeline
CASCADE INVESTMENT GROUP, INC.5,448$1.35M1.04%-66013F-HRTimeline
SUMITOMO LIFE INSURANCE CO5,437$1.35M0.05%-5013F-HRTimeline
GM Advisory Group, LLC5,423$1.35M0.07%+9413F-HRTimeline
Old North State Trust, LLC6,109$1.34M0.85%013F-HRTimeline
GTS SECURITIES LLC5,386$1.34M0.06%-3,92213F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich5,357$1.33M<0.01%-15,22113F-HR/ATimeline
Summit Asset Management, LLC5,347$1.33M0.23%013F-HRTimeline
CONNING INC.in group CONNING INC.5,343$1.33M0.05%+30013F-HRTimelineGroup
LBMC INVESTMENT ADVISORS, LLC5,325$1.32M0.1%+913F-HRTimeline
FCG Investment Co5,324$1.32M0.83%+2,85313F-HRTimeline
Souders Financial Advisors5,316$1.32M0.18%-10413F-HRTimeline
Insight Advisors, LLC/ PA5,304$1.32M0.23%-10113F-HRTimeline
Stablepoint Partners, LLC5,302$1.32M0.24%-613F-HRTimeline
Leisure Capital Management5,300$1.32M0.54%+22213F-HRTimeline
San Luis Wealth Advisors LLC5,295$1.32M0.3%-49713F-HR/ATimeline
CASTLEKEEP INVESTMENT ADVISORS LLC5,292$1.32M0.68%-96913F-HRTimeline
High Net Worth Advisory Group LLC5,291$1.32M0.37%+98513F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC5,289$1.32M0.13%-22913F-HRTimeline
Howard Capital Management, LLC5,279$1.31M0.03%-77813F-HRTimeline
Lindbrook Capital, LLC5,278$1.31M0.12%+44213F-HRTimeline
Delta Investment Management, LLC5,274$1.31M0.26%+213F-HRTimeline
Perennial Investment Advisors, LLC5,272$1.31M0.15%+21613F-HRTimeline
Archer Investment Corp5,270$1.31M0.34%+413F-HRTimeline
United Bank5,264$1.31M0.54%-2,90813F-HRTimeline
Benin Management CORP5,256$1.31M0.37%-8613F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp5,249$1.31M0.15%-2113F-HRTimelineGroup
Trust Co of the South5,243$1.3M0.27%+23913F-HRTimeline
Cable Hill Partners, LLC5,380$1.3M0.13%-1513F-HRTimeline
INTEGRITY ALLIANCE, LLC.5,232$1.3M0.05%new13F-HRTimeline
Alteri Wealth LLC5,229$1.3M0.57%-11713F-HRTimeline
Hoxton Planning & Management, LLC5,224$1.3M0.5%+1313F-HRTimeline
Copperwynd Financial, LLC5,209$1.3M0.36%+64013F-HRTimeline
Keudell/Morrison Wealth Management5,194$1.29M0.3%-2713F-HRTimeline
Allen Capital Group, LLC5,191$1.29M0.15%-17,82613F-HRTimeline
WESTPAC BANKING CORPin group WESTPAC BANKING CORP5,155$1.28M0.09%-41,64513F-HRTimelineGroup
China Universal Asset Management Co., L…5,139$1.28M0.12%+57813F-HRTimeline
Baldwin Investment Management, LLC5,136$1.28M0.15%+30013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN5,133$1.28M0.12%-213F-HRTimeline
BayBridge Capital Group, LLC5,130$1.28M0.92%new13F-HRTimeline
Allied Investment Advisors, LLC5,128$1.28M0.24%-27613F-HRTimeline
Waterloo Capital, L.P.5,121$1.27M0.12%+86113F-HRTimeline
one8zero8, LLC5,119$1.27M0.3%-2,48813F-HRTimeline
Crewe Advisors LLC5,104$1.27M0.18%+51613F-HRTimeline
GREENBERG FINANCIAL GROUP5,227$1.27M0.53%13F-HRTimeline
Wealth Management Associates, Inc.5,088$1.27M0.54%+2613F-HRTimeline
UHLMANN PRICE SECURITIES, LLC5,085$1.26M0.93%+7013F-HRTimeline
Beaton Management Co. Inc.5,064$1.26M0.65%-5013F-HRTimeline
Oxbow Advisors, LLC5,053$1.26M0.13%013F-HRTimeline
Heartwood Wealth Advisors LLC5,050$1.26M0.14%-86313F-HRTimeline
Prentice Wealth Management LLC5,046$1.25M0.36%013F-HRTimeline
Capstone Financial Advisors, Inc.5,034$1.25M0.08%-2713F-HRTimeline
Claro Advisors Inc.5,023$1.25M0.17%+913F-HRTimeline
Valmark Advisers, Inc.5,022$1.25M0.02%+913F-HRTimeline
Hexagon Capital Partners LLC5,017$1.25M0.24%-1,87413F-HRTimeline
Gilman Hill Asset Management, LLC5,010$1.25M0.22%-41,13513F-HRTimeline
Redhawk Wealth Advisors, Inc.5,009$1.25M0.17%+4,00513F-HRTimeline
TRUSTCO BANK CORP N Yin group TRUSTCO BANK CORP N Y4,996$1.24M1.35%-27513F-HRTimelineGroup
Financial Partners Group, LLC4,989$1.24M0.54%-64613F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED5,078$1.24M0.12%-72313F-HR/ATimeline
GROUPAMA ASSET MANAGMENT5,075$1.24M0.02%-1,56113F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC4,977$1.24M0.23%+15913F-HRTimeline
Addison Advisors LLC4,966$1.23M0.34%+1513F-HRTimeline
HEADINVEST, LLC4,965$1.23M0.24%-26013F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC4,952$1.23M0.23%-14013F-HRTimelineGroup
Ransom Advisory, Ltd4,942$1.23M0.61%+10713F-HRTimeline
Broderick Brian C4,939$1.23M0.25%013F-HRTimeline
Lester Murray Antman dba SimplyRich4,942$1.23M0.36%+113F-HRTimeline
Sunburst Financial Group, LLC4,937$1.23M0.3%-55813F-HRTimeline
AlphaCore Capital LLC4,934$1.23M0.1%+3,23613F-HRTimeline
IFG Advisory, LLC4,933$1.23M0.07%+86513F-HRTimeline
MRWM Advisors, LLC4,930$1.23M0.85%-513F-HRTimeline
PITCAIRN COin group PITCAIRN CO4,919$1.22M0.07%-2813F-HRTimelineGroup
WEST MICHIGAN ADVISORS, LLC4,906$1.22M0.4%-3113F-HRTimeline
Vienna Powszechne Towarzystwo Emerytaln…4,900$1.22M0.66%-56213F-HRTimeline
Heritage Financial Services, LLC4,899$1.22M0.12%+10013F-HRTimeline
Burford Brothers, Inc.4,896$1.22M0.59%+21113F-HRTimeline
Operose Advisors LLC4,874$1.21M0.4%+7013F-HRTimeline
Quotient Wealth Partners, LLC4,868$1.21M0.04%+76713F-HRTimeline
Thoma Capital Management LLC4,868$1.21M0.85%-34613F-HRTimeline
Massachusetts Wealth Management4,858$1.21M0.83%+44813F-HRTimeline
ASPIRIANT, LLC4,846$1.21M0.04%+3213F-HRTimeline
Triumph Capital Management4,846$1.21M0.4%new13F-HRTimeline
Stokes Family Office, LLC4,830$1.2M0.14%-313F-HRTimeline
Interchange Capital Partners, LLC4,825$1.2M0.34%+1,02813F-HRTimeline
Pallas Capital Advisors LLC4,805$1.19M0.05%+4213F-HRTimeline
Smith Thornton Advisors LLC4,789$1.19M0.74%+23213F-HRTimeline
Berkeley Capital Partners, LLC4,789$1.19M0.33%-1313F-HRTimeline
NATURAL INVESTMENTS, LLC4,783$1.19M0.34%+17813F-HRTimeline
KINTRA WEALTH, LLC4,775$1.19M0.8%-57513F-HRTimeline
Northstar Financial Companies, Inc.4,774$1.19M1.29%+10313F-HRTimeline
Piedmont Capital Management, LLC5,365$1.19M0.85%-5613F-HRTimeline
Leonteq Securities AG4,770$1.19M0.09%-18,56513F-HRTimeline
NAVELLIER & ASSOCIATES INC4,756$1.19M0.16%-75113F-HRTimeline
Breakwater Capital Group4,766$1.19M0.21%+1,48713F-HRTimeline
Pure Financial Advisors, LLC4,757$1.18M0.02%-12013F-HRTimeline
Acorn Wealth Advisors, LLC4,752$1.18M0.49%+2813F-HRTimeline
Aware Super Pty Ltd as trustee of Aware…4,751$1.18M0.02%new13F-HRTimeline
Intergy Private Wealth, LLC4,746$1.18M0.45%+6113F-HRTimeline
SAGE ADVISORS, LLC4,730$1.18M0.83%+1413F-HRTimeline
WORLD EQUITY GROUP, INC.4,798$1.18M0.34%-74313F-HRTimeline
BANK OF STOCKTON4,729$1.18M0.37%+6113F-HRTimeline
Uniting Wealth Partners, LLC4,724$1.17M0.59%-513F-HRTimeline
YHB Investment Advisors, Inc.4,705$1.17M0.1%+15613F-HRTimeline
Koshinski Asset Management, Inc.4,695$1.17M0.1%+23813F-HRTimeline
Klingman & Associates, LLC4,682$1.16M0.07%+14213F-HRTimeline
Capital Advisors, Ltd. LLC4,679$1.16M0.15%+1213F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC4,663$1.16M0.42%+7713F-HRTimeline
Virtue Capital Management, LLC4,661$1.16M0.14%+2,89613F-HRTimeline
SFMG, LLC4,666$1.16M0.09%+1313F-HRTimeline
LexAurum Advisors, LLC4,663$1.16M0.22%-5713F-HRTimeline
Heartland Bank & Trust Co4,650$1.16M0.59%+64013F-HRTimeline
MANCHESTER FINANCIAL INC4,643$1.15M0.26%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,642$1.15M0.06%+1,10613F-HRTimelineGroup
VICUS CAPITAL4,641$1.15M0.11%+1,60313F-HRTimeline
St. Louis Trust Co4,632$1.15M0.17%+1,13213F-HRTimeline
CRA Financial Services, LLC4,626$1.15M0.2%-37313F-HRTimeline
SeaBridge Investment Advisors LLC4,612$1.15M0.25%-93913F-HRTimeline
Paragon Capital Management Ltd4,606$1.15M0.23%+3,32013F-HRTimeline
Carnegie Lake Advisors LLC4,600$1.14M0.46%013F-HRTimeline
Clark Wealth Partners4,601$1.14M0.85%-19713F-HRTimeline
Sovereign Financial Group, Inc.4,600$1.14M0.26%-21913F-HRTimeline
TrueWealth Advisors, LLC4,597$1.14M0.38%-11513F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC4,596$1.14M0.24%-8,63413F-HRTimeline
Powell Investment Advisors, LLC4,578$1.14M0.56%+213F-HRTimeline
Grant/GrossMendelsohn, LLC4,839$1.14M0.63%-5513F-HRTimeline
HARTLINE INVESTMENT CORP/4,558$1.13M0.15%-51,45613F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd4,555$1.13M0.48%+1,50013F-HRTimelineGroup
COWA, LLC4,553$1.13M0.48%-4813F-HRTimeline
Plotkin Financial Advisors, LLC4,552$1.13M0.7%013F-HRTimeline
Independence Bank of Kentucky4,544$1.13M0.18%-80113F-HRTimeline
CULTIVAR CAPITAL, INC.4,543$1.13M0.91%013F-HRTimeline
MBL Wealth, LLC4,540$1.13M0.11%+91913F-HRTimeline
Monte Financial Group, LLC4,717$1.13M0.49%-5413F-HRTimeline
Bath Savings Trust Co4,529$1.13M0.12%-27213F-HRTimeline
COUNTRY CLUB BANK4,608$1.12M0.08%013F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC4,519$1.12M<0.01%-6413F-HRTimeline
Palacios Wealth Management, LLC4,513$1.12M0.83%013F-HRTimeline
Keystone Financial Group4,505$1.12M0.11%-24313F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…4,683$1.12M0.46%013F-HRTimeline
Patriot Financial Group Insurance Agenc…4,487$1.12M0.15%+39813F-HRTimeline
GDS Wealth Management4,482$1.11M0.1%+1313F-HRTimeline
CAHILL FINANCIAL ADVISORS INC4,475$1.11M0.15%-4113F-HRTimeline
First County Bank /CT/4,473$1.11M0.61%013F-HRTimeline
LRI Investments, LLC4,465$1.11M0.11%-15813F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC4,456$1.11M0.63%-26,88613F-HRTimeline
TI-TRUST, INC4,455$1.11M0.73%-2713F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.4,453$1.11M0.15%-19513F-HRTimeline
Gitterman Wealth Management, LLC4,441$1.11M0.29%-4,31313F-HRTimeline
West Branch Capital LLC4,426$1.1M0.37%+2,12113F-HRTimeline
Joseph P. Lucia & Associates, LLC4,425$1.1M0.5%-22213F-HRTimeline
Legacy Private Trust Co.4,425$1.1M0.08%+1,35513F-HRTimeline
REBALANCE, LLC4,423$1.1M0.08%+2,54813F-HRTimeline
United Advisor Group, LLC4,421$1.1M0.23%-1,24613F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC4,417$1.1M0.66%013F-HRTimeline
Mirador Capital Partners LP4,417$1.1M0.19%-1113F-HRTimeline