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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
MATRIX PRIVATE CAPITAL GROUP LLC4,393$1.29M0.76%-2413F-HRTimeline
Bridge Creek Capital Management LLC4,367$1.29M0.38%-3513F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK4,357$1.28M0.17%+4513F-HRTimelineGroup
SeaBridge Investment Advisors LLC4,356$1.28M0.24%-25613F-HRTimeline
Vinva Investment Management Ltd4,422$1.28M0.03%+2,18713F-HRTimeline
Independence Bank of Kentucky4,344$1.28M0.18%-20013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS4,307$1.27M0.05%+93013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,304$1.27M0.06%-33813F-HRTimelineGroup
LCNB CORP4,303$1.27M0.45%-813F-HRTimeline
Resonant Capital Advisors, LLC4,302$1.27M0.08%+70913F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC4,296$1.27M0.62%-1813F-HRTimeline
Legacy Private Trust Co.4,295$1.27M0.08%-13013F-HRTimeline
Provenance Wealth Advisors, LLC4,288$1.26M0.18%-3013F-HRTimeline
LifePlan Investment Advisors, Inc.4,272$1.26M0.63%-313F-HRTimeline
ANB BANK4,270$1.26M0.57%+1,45513F-HRTimeline
Monte Financial Group, LLC4,267$1.26M0.49%-45013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC4,265$1.26M0.09%-4,41813F-HRTimeline
Wealth Dimensions Group, Ltd.4,264$1.26M0.28%+13113F-HRTimeline
Cranbrook Wealth Management, LLC4,264$1.26M0.27%+2013F-HRTimeline
Elite Wealth Management, Inc.4,252$1.25M0.41%-8513F-HRTimeline
Western Financial Corp/CA4,243$1.25M0.67%new13F-HRTimeline
Intergy Private Wealth, LLC4,240$1.25M0.43%-50613F-HRTimeline
Global Trust Asset Management, LLC4,237$1.25M0.67%+1,71113F-HRTimeline
Strategic Financial Services, Inc.4,235$1.25M0.07%+4613F-HRTimeline
Drum Hill Capital, LLC4,235$1.25M1.38%013F-HRTimeline
LRI Investments, LLC4,232$1.25M0.11%-23313F-HRTimeline
Ethos Financial Group, LLC4,232$1.25M0.11%+1,74713F-HRTimeline
Palacios Wealth Management, LLC4,232$1.25M1.03%-28113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV4,228$1.25M0.09%+60513F-HRTimeline
AlpenGlobal Capital LLC4,225$1.25M0.75%new13F-HRTimeline
Westerkirk Capital Inc.4,222$1.24M0.15%13F-HRTimeline
DF DENT & CO INC4,219$1.24M0.02%+42513F-HRTimeline
Fox Hill Wealth Management4,210$1.24M0.64%-14513F-HRTimeline
ATWOOD & PALMER INC4,200$1.24M0.08%+5113F-HRTimeline
Delos Wealth Advisors, LLC4,200$1.24M0.97%013F-HRTimeline
BSW Wealth Partners4,177$1.23M0.17%new13F-HRTimeline
BBR PARTNERS, LLC4,176$1.23M0.08%-913F-HRTimeline
CULLEN INVESTMENT GROUP, LTD.4,173$1.23M0.17%+17213F-HRTimeline
Werba Rubin Papier Wealth Management4,154$1.22M0.23%+30513F-HRTimeline
Reliant Investment Management, LLC4,145$1.22M0.53%+24513F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management4,137$1.22M0.18%+4213F-HRTimelineGroup
Olistico Wealth, LLC4,135$1.22M0.68%+7013F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…4,133$1.22M0.05%+31513F-HRTimelineGroup
Petros Family Wealth, LLC4,132$1.22M1.11%-13813F-HRTimeline
WADDELL & ASSOCIATES, LLC4,131$1.22M0.13%+3213F-HRTimeline
Fortitude Advisory Group L.L.C.4,123$1.22M0.69%+52813F-HRTimeline
BXM Wealth LLC4,121$1.21M1.44%-2513F-HRTimeline
CAHILL FINANCIAL ADVISORS INC4,118$1.21M0.15%-35713F-HRTimeline
Mill Capital Management, LLC4,116$1.21M0.1%013F-HRTimeline
PKS Advisory Services, LLC4,104$1.21M0.31%+13013F-HRTimeline
Rinkey Investments4,096$1.21M0.36%+17013F-HRTimeline
IMZ Advisory Inc4,213$1.2M0.48%013F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.4,084$1.2M0.59%-1513F-HRTimeline
Oder Investment Management, LLC4,082$1.2M0.91%-12313F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC4,082$1.2M0.12%+2,63113F-HRTimeline
Oak Asset Management, LLC4,071$1.2M0.43%+213F-HRTimeline
MANCHESTER FINANCIAL INC4,068$1.2M0.25%-57513F-HRTimeline
Cumberland Partners Ltdin group Cumberland Partners Ltd4,060$1.2M0.08%-35013F-HRTimelineGroup
Archvest Wealth Advisors, Inc.4,054$1.19M1.04%+1013F-HRTimeline
Grant Private Wealth Management Inc4,039$1.19M0.68%+1,86513F-HRTimeline
My Legacy Advisors, LLC4,141$1.19M0.42%+5913F-HRTimeline
Johnson & White Wealth Management, LLC4,037$1.19M0.6%-22213F-HRTimeline
First Bancorp, Inc /ME/4,032$1.19M0.68%+14013F-HRTimeline
Long Island Wealth Management, Inc.4,024$1.19M0.62%new13F-HRTimeline
Claro Advisors Inc.4,020$1.19M0.2%-1,00313F-HRTimeline
Linden Thomas Advisory Services, LLC4,020$1.19M0.13%-39113F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…4,542$1.18M0.43%-14113F-HRTimeline
LS Investment Advisors, LLC4,010$1.18M0.17%013F-HRTimeline
Clear Harbor Asset Management, LLC4,005$1.18M0.09%+1,15813F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…4,003$1.18M0.05%-4413F-HRTimeline
Maxi Investments CY Ltd4,000$1.18M0.2%013F-HRTimeline
Carnegie Lake Advisors LLC4,000$1.18M0.47%-60013F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC3,998$1.18M0.59%-45813F-HRTimeline
CORDA Investment Management, LLC.3,992$1.18M0.09%new13F-HRTimeline
BOSTON FAMILY OFFICE LLC3,989$1.18M0.08%-7013F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.3,972$1.17M0.1%+2913F-HRTimeline
Gilliland Jeter Wealth Management LLC3,967$1.17M0.38%+313F-HRTimeline
Ellevest, Inc.3,960$1.17M0.19%+1,57013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.3,958$1.17M0.83%+1913F-HRTimeline
Post Resch Tallon Group Inc.3,952$1.17M1.12%-15013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC3,951$1.16M0.08%+2,09913F-HRTimeline
High Falls Advisors, Inc3,944$1.16M0.26%+3,00213F-HRTimeline
Loudon Investment Management, LLC3,936$1.16M0.64%-34313F-HRTimeline
Cape Investment Advisory, Inc.3,936$1.16M0.42%-17513F-HRTimeline
Secure Asset Management, LLC3,926$1.16M0.21%+26713F-HRTimeline
Blue Chip Partners, LLC3,915$1.15M0.09%+5913F-HRTimeline
WealthShield Partners, LLC3,906$1.15M0.14%+1,44113F-HRTimeline
JB Capital LLC3,891$1.15M0.06%+5513F-HRTimeline
City State Bank3,888$1.15M0.36%013F-HRTimeline
Firestone Capital Management3,887$1.15M0.27%-2513F-HRTimeline
REBALANCE, LLC3,867$1.14M0.08%-55613F-HRTimeline
Lafayette Investments, Inc.3,852$1.14M0.23%013F-HRTimeline
Trueblood Wealth Management, LLC3,846$1.13M0.47%+20413F-HRTimeline
Ignite Planners, LLC3,964$1.13M0.2%+3613F-HR/ATimeline
SummitTX Capital, L.P.3,844$1.13M0.05%-3,56813F-HRTimeline
BridgePort Financial Solutions, LLC3,835$1.13M0.38%+2,11013F-HRTimeline
KFA Private Wealth Group, LLC3,831$1.13M0.35%+713F-HRTimeline
Enterprise Financial Services Corpin group Enterprise Financial Services…3,827$1.13M0.6%+30113F-HRTimelineGroup
Brookwood Investment Group LLC3,823$1.13M0.18%+1,66113F-HRTimeline
United Community Bankin group United Community Bank3,814$1.12M0.38%-42113F-HRTimelineGroup
Main Street Group, LTD3,806$1.12M0.37%-5013F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…3,797$1.12M0.21%+82713F-HRTimeline
ROMAN BUTLER FULLERTON & CO4,305$1.12M0.33%-3513F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC3,791$1.12M0.08%+25313F-HRTimelineGroup
Phillips Wealth Planners LLC3,843$1.12M1.01%-16613F-HRTimeline
KEYNOTE FINANCIAL SERVICES LLC3,786$1.12M0.75%-15513F-HRTimeline
MAIRS & POWER INC3,774$1.11M0.01%+2,39513F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC3,770$1.11M0.01%+12013F-HRTimeline
Capital Investment Counsel, Inc3,767$1.11M0.15%-3013F-HRTimeline
WRAPMANAGER INC3,766$1.11M0.27%-25113F-HRTimeline
Retirement Planning Co of New England, …3,762$1.11M0.49%-2313F-HRTimeline
Dempze Nancy E3,760$1.11M0.64%013F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …3,759$1.11M0.21%+12813F-HRTimeline
Planned Solutions, Inc.3,758$1.11M0.43%013F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC3,755$1.11M0.25%+213F-HRTimeline
CENTAURUS FINANCIAL, INC.3,753$1.11M0.06%-20913F-HRTimeline
Retirement Investment Advisors, Inc.3,750$1.11M0.1%013F-HRTimeline
Wealth Architects, LLC3,749$1.11M0.11%-1213F-HRTimeline
Cornerstone Advisory, LLC3,746$1.1M0.12%+1613F-HRTimeline
Winthrop Advisory Group LLC3,726$1.1M0.11%-1413F-HRTimeline
Heritage Wealth Advisors3,726$1.1M0.05%+113F-HRTimeline
Blossom Wealth Management3,726$1.1M1.95%-18513F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…3,722$1.1M0.37%+9013F-HRTimeline
CHATHAM CAPITAL GROUP, INC.3,715$1.1M0.17%-10013F-HRTimeline
Financial Advisors Network, Inc.3,710$1.09M0.17%+57813F-HRTimeline
GeoWealth Management, LLC3,707$1.09M0.04%-32813F-HRTimeline
Beverly Hills Private Wealth, LLC3,696$1.09M0.2%-42013F-HRTimeline
VALLEY NATIONAL ADVISERS INC3,695$1.09M0.18%+21913F-HRTimeline
Wealthspire Retirement, LLC3,689$1.09M0.07%+16913F-HRTimeline
Cordgrass Capital Advisors, LLC3,689$1.09M0.29%+21013F-HRTimeline
HARMONY ASSET MANAGEMENT LLC3,684$1.09M0.41%+63013F-HRTimeline
Southeast Asset Advisors, LLC3,678$1.08M0.13%013F-HRTimeline
Stephens Consulting, LLC3,676$1.08M0.26%-20313F-HRTimeline
J.Safra Asset Management Corp3,674$1.08M0.08%+38813F-HR/ATimeline
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC3,672$1.08M0.08%013F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC3,664$1.08M0.49%+16813F-HRTimeline
Truvestments Capital LLC3,660$1.08M0.22%+1713F-HRTimeline
Manske Wealth Management3,659$1.08M0.36%-17013F-HRTimeline
Veracity Capital LLC3,657$1.08M0.37%-68213F-HRTimeline
WIMMER ASSOCIATES 1, LLC3,648$1.08M0.55%013F-HRTimeline
AVITY INVESTMENT MANAGEMENT INC.3,645$1.07M0.08%+20013F-HRTimeline
Retirement Planning Group, LLC3,644$1.07M0.05%-5413F-HRTimeline
MTM Investment Management, LLC3,641$1.07M0.36%+313F-HRTimeline
Weil Company, Inc.3,631$1.07M0.28%+513F-HRTimeline
CLG LLC3,625$1.07M0.33%+2113F-HRTimeline
Northside Capital Management, LLC3,618$1.07M0.08%new13F-HRTimeline
CITY HOLDING CO3,608$1.06M0.14%-8313F-HRTimeline
Opal Wealth Advisors, LLC3,606$1.06M0.29%+58413F-HRTimeline
DMC Group, LLC3,606$1.06M0.83%+8913F-HRTimeline
EVOKE WEALTH, LLC3,601$1.06M0.02%+55413F-HRTimeline
Balboa Wealth Partners3,601$1.06M0.21%+1,64013F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC3,595$1.06M0.12%+1213F-HRTimeline
Oldfather Financial Services, LLC3,591$1.06M0.36%+413F-HRTimeline
WINCAP FINANCIAL LLC3,591$1.06M0.85%-2513F-HRTimeline
Hemenway Trust Co LLC3,590$1.06M0.08%-4013F-HRTimeline
Boit C F David3,584$1.06M0.51%013F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC3,582$1.06M0.1%-313F-HRTimeline
Accredited Investors Inc.3,576$1.05M0.06%+713F-HRTimeline
Williamson Legacy Group, LLC3,570$1.05M0.89%new13F-HRTimeline
Greenfield Savings Bank3,567$1.05M0.48%-1413F-HRTimeline
New Hampshire Trust3,567$1.05M0.22%-3413F-HRTimeline
Institute for Wealth Management, LLC.3,560$1.05M0.12%-9113F-HRTimeline
Grove Street Fiduciary, LLC3,554$1.05M0.51%013F-HRTimeline
Revisor Wealth Management LLC3,651$1.05M0.38%-9613F-HRTimeline
Virtue Capital Management, LLC3,537$1.04M0.19%-1,12413F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV3,529$1.04M0.21%+35213F-HRTimeline
GRIES FINANCIAL LLC3,526$1.04M0.19%+25913F-HRTimeline
SOA Wealth Advisors, LLC.3,526$1.04M0.2%+52713F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…3,518$1.04M0.1%+513F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC3,512$1.04M0.5%+1413F-HRTimeline
McGlone Suttner Wealth Management, Inc.3,505$1.03M0.16%+9513F-HRTimeline
Mechanics Financial Corp3,501$1.03M0.44%013F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.3,500$1.03M0.76%+1,00013F-HRTimeline
First Command Advisory Services, Inc.3,500$1.03M0.01%+3913F-HRTimeline
Peak Asset Management, LLC3,498$1.03M0.19%+1,09813F-HRTimeline
Lynx Investment Advisory3,495$1.03M0.67%+4813F-HRTimeline
Geometric Wealth Advisors3,493$1.03M0.15%+113F-HRTimeline
MITCHELL SINKLER & STARR/PA3,485$1.03M0.49%013F-HRTimeline
Signature Wealth Management Partners, L…3,483$1.03M0.59%-4613F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …3,482$1.03M0.05%-2,72513F-HRTimelineGroup
OXFORD FINANCIAL GROUP, LTD. LLC3,480$1.03M0.06%-9013F-HRTimeline
Thomasville National Bank3,476$1.02M0.07%-90613F-HRTimeline
Medallion Wealth Advisors, LLC3,512$1.02M0.4%+25313F-HRTimeline
Abacus Planning Group, Inc.3,472$1.02M0.15%+7013F-HR/ATimeline
Francis Financial, Inc.3,471$1.02M0.24%+18313F-HRTimeline
Mechanics Bank Trust Department3,470$1.02M0.15%-5813F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV3,464$1.02M0.14%+59513F-HRTimeline
Orion Capital Management LLC3,454$1.02M0.39%+5113F-HRTimeline
Magnus Financial Group LLC3,443$1.02M0.09%-22913F-HRTimeline
Port Capital LLC3,441$1.01M0.04%-20013F-HRTimeline
Destination Wealth Management3,437$1.01M0.03%-31413F-HRTimeline
Quadcap Wealth Management, LLC3,434$1.01M0.13%-33313F-HRTimeline
AMJ Financial Wealth Management3,432$1.01M0.26%-48713F-HRTimeline
Warwick Investment Management, Inc.3,419$1.01M0.2%-2313F-HRTimeline
OPINICUS CAPITAL, INC.3,411$1.01M0.76%+2813F-HRTimeline
Kendall Capital Management3,404$1M0.27%-2013F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp3,402$1M0.01%+10013F-HRTimelineGroup
Red Door Wealth Management, LLC3,401$1M0.12%+13413F-HRTimeline
Creekside Partners3,397$1M0.48%+413F-HRTimeline
Strategic Financial Concepts, LLC3,391$1000K0.14%-5,98413F-HRTimeline