INTERNATIONAL BUSINESS MACHINES CORP (IBM) — Institutional Holders, Q2 2026 (page 11)
3,654 institutional investment managers reported a IBM position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $171.9B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1,001 to 1,100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
IBM 13F holders ranked 1,001–1,100 of 3,654
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1001 | Bangor Savings Bank#1001 · 13,908 sh | 13,908 | $3.9M | — | -0.7% |
| 1002 | RKL Wealth Management#1002 · 13,883 sh | 13,883 | $3.9M | — | +1.3% |
| 1003 | Coastal Bridge Advisors#1003 · 13,802 sh | 13,802 | $3.9M | 0.24% | +0.9% |
| 1004 | Belpointe Asset Management#1004 · 13,799 sh | 13,799 | $3.9M | 0.13% | +31.3% |
| 1005 | Formidable Asset Management#1005 · 15,975 sh | 15,975 | $3.9M | 0.62% | +6.8% |
| 1006 | Stonebridge Capital Advisors#1006 · 13,739 sh | 13,739 | $3.9M | 0.25% | -3.2% |
| 1007 | Carroll Advisory Group#1007 · 13,656 sh | 13,656 | $3.8M | — | -0.3% |
| 1008 | Asio Capital#1008 · 13,639 sh | 13,639 | $3.8M | — | +8.4% |
| 1009 | CACTI ASSET MANAGEMENT#1009 · 13,600 sh | 13,600 | $3.8M | — | 0.0% |
| 1010 | EXCALIBUR MANAGEMENT#1010 · 13,592 sh | 13,592 | $3.8M | 1.26% | -0.4% |
| 1011 | Cornerstone Planning#1011 · 13,573 sh | 13,573 | $3.8M | 0.88% | +2.1% |
| 1012 | INTRUST BANK NA#1012 · 13,558 sh | 13,558 | $3.8M | 0.28% | +0.8% |
| 1013 | WCG Wealth Advisors#1013 · 13,507 sh | 13,507 | $3.8M | 0.09% | +6.5% |
| 1014 | Legato Capital Management#1014 · 13,500 sh | 13,500 | $3.8M | 0.31% | -10.6% |
| 1015 | Royal Palms Capital#1015 · 13,459 sh | 13,459 | $3.8M | — | -0.1% |
| 1016 | Sage Investment Advisers#1016 · 13,419 sh | 13,419 | $3.8M | — | -0.8% |
| 1017 | Cinctive Capital Management#1017 · 13,360 sh | 13,360 | $3.8M | 0.14% | New |
| 1018 | Csenge Advisory Group#1018 · 13,355 sh | 13,355 | $3.8M | 0.15% | -35.2% |
| 1019 | Lynch Asset Management#1019 · 13,350 sh | 13,350 | $3.8M | 1.03% | +3.9% |
| 1020 | Sage Capital Management#1020 · 13,322 sh | 13,322 | $3.7M | — | -2.4% |
| 1021 | Core Alternative Capital#1021 · 13,332 sh | 13,332 | $3.7M | 1.12% | -2.4% |
| 1022 | KLINGENSTEIN FIELDS#1022 · 13,315 sh | 13,315 | $3.7M | 0.13% | +0.1% |
| 1023 | MADDEN SECURITIES#1023 · 13,265 sh | 13,265 | $3.7M | — | -7.3% |
| 1024 | EAGLE ROCK INVESTMENT COMPANY#1024 · 13,251 sh | 13,251 | $3.7M | — | 0.0% |
| 1025 | Cyndeo Wealth Partners#1025 · 13,234 sh | 13,234 | $3.7M | — | -4.1% |
| 1026 | Ranch Capital Advisors#1026 · 13,231 sh | 13,231 | $3.7M | 1.18% | +6.3% |
| 1027 | OFI INVEST ASSET MANAGEMENT#1027 · 13,758 sh | 13,758 | $3.7M | 0.04% | -92.5% |
| 1028 | FLAGSHIP HARBOR ADVISORS#1028 · 13,214 sh | 13,214 | $3.7M | — | +10.2% |
| 1029 | Forza Wealth Management#1029 · 13,211 sh | 13,211 | $3.7M | — | -1.2% |
| 1030 | Vertrix Wealth Management#1030 · 13,194 sh | 13,194 | $3.7M | — | -14.1% |
| 1031 | Meridian Wealth Advisors#1031 · 13,156 sh | 13,156 | $3.7M | 0.42% | -1.4% |
| 1032 | Brown Miller Wealth Management#1032 · 13,126 sh | 13,126 | $3.7M | 0.93% | +4.3% |
| 1033 | Jaffetilchin Investment Partners#1033 · 13,076 sh | 13,076 | $3.7M | 0.20% | +21.0% |
| 1034 | HOWARD HUGHES MEDICAL INSTITUTE#1034 · 13,023 sh | 13,023 | $3.7M | 0.82% | 0.0% |
| 1035 | Lantz Financial#1035 · 12,990 sh | 12,990 | $3.7M | — | -0.6% |
| 1036 | STONEBRIDGE CAPITAL MANAGEMENT#1036 · 12,900 sh | 12,900 | $3.6M | 1.75% | -18.0% |
| 1037 | OSTRUM ASSET MANAGEMENT#1037 · 12,871 sh | 12,871 | $3.6M | 0.17% | -1.4% |
| 1038 | Plan Group Financial#1038 · 12,853 sh | 12,853 | $3.6M | — | +19.2% |
| 1039 | Banco Santander, S.A.#1039 · 12,809 sh | 12,809 | $3.6M | 0.02% | -88.8% |
| 1040 | MCRAE CAPITAL MANAGEMENT#1040 · 12,801 sh | 12,801 | $3.6M | — | 0.0% |
| 1041 | NBC SECURITIES#1041 · 12,721 sh | 12,721 | $3.6M | — | -6.2% |
| 1042 | PRIVATE NA#1042 · 12,687 sh | 12,687 | $3.6M | — | -16.0% |
| 1043 | BCS Private Wealth Management#1043 · 12,676 sh | 12,676 | $3.6M | 1.07% | -17.7% |
| 1044 | LEE DANNER & BASS#1044 · 12,649 sh | 12,649 | $3.6M | 0.21% | -0.7% |
| 1045 | Wedmont Private Capital#1045 · 12,349 sh | 12,349 | $3.6M | — | -6.8% |
| 1046 | CHILTON CAPITAL MANAGEMENT#1046 · 12,579 sh | 12,579 | $3.5M | 0.11% | +1.9% |
| 1047 | EVERGREEN CAPITAL MANAGEMENT#1047 · 12,569 sh | 12,569 | $3.5M | — | -33.9% |
| 1048 | Great Lakes Retirement#1048 · 12,561 sh | 12,561 | $3.5M | — | +0.9% |
| 1049 | Allegheny Financial Group LTD#1049 · 12,550 sh | 12,550 | $3.5M | 0.37% | +5.2% |
| 1050 | PANAGORA ASSET MANAGEMENT#1050 · 12,418 sh | 12,418 | $3.5M | 0.01% | +19.2% |
| 1051 | New England Research & Management#1051 · 12,368 sh | 12,368 | $3.5M | — | +23.5% |
| 1052 | Integrated Investment Consultants#1052 · 12,313 sh | 12,313 | $3.5M | 0.68% | +0.1% |
| 1053 | PLIMOTH#1053 · 12,299 sh | 12,299 | $3.5M | — | -2.6% |
| 1054 | TCG Advisory Services#1054 · 12,294 sh | 12,294 | $3.5M | 0.06% | +22.9% |
| 1055 | Modus Advisors#1055 · 12,220 sh | 12,220 | $3.4M | 0.85% | +14.7% |
| 1056 | ROI Financial Advisors#1056 · 12,209 sh | 12,209 | $3.4M | — | -0.1% |
| 1057 | DUDLEY CAPITAL MANAGEMENT#1057 · 12,206 sh | 12,206 | $3.4M | — | +8.8% |
| 1058 | Beech Hill Advisors#1058 · 12,186 sh | 12,186 | $3.4M | 1.52% | +4.9% |
| 1059 | Clear Trail Advisors#1059 · 12,127 sh | 12,127 | $3.4M | — | -8.1% |
| 1060 | Empire Financial Management Company#1060 · 12,112 sh | 12,112 | $3.4M | 1.35% | -53.4% |
| 1061 | Spire Wealth Management#1061 · 12,099 sh | 12,099 | $3.4M | 0.10% | -2.6% |
| 1062 | MCDONALD PARTNERS#1062 · 12,077 sh | 12,077 | $3.4M | 0.82% | -56.6% |
| 1063 | SlateStone Wealth#1063 · 12,071 sh | 12,071 | $3.4M | 0.26% | +1.0% |
| 1064 | Cypress Capital#1064 · 12,055 sh | 12,055 | $3.4M | — | -2.9% |
| 1065 | Venture Visionary Partners#1065 · 11,998 sh | 11,998 | $3.4M | — | +3.6% |
| 1066 | WORLDQUANT MILLENNIUM ADVISORS#1066 · 11,994 sh | 11,994 | $3.4M | 0.01% | New |
| 1067 | Main Street Financial Solutions#1067 · 11,967 sh | 11,967 | $3.4M | 0.22% | +0.4% |
| 1068 | KEYVANTAGE WEALTH#1068 · 11,912 sh | 11,912 | $3.3M | 1.27% | -4.3% |
| 1069 | ORG Wealth Partners#1069 · 11,844 sh | 11,844 | $3.3M | 0.50% | +0.2% |
| 1070 | Lebenthal Global Advisors#1070 · 11,864 sh | 11,864 | $3.3M | 0.45% | +9.6% |
| 1071 | Farmers & Merchants of Chambersburg PA#1071 · 11,819 sh | 11,819 | $3.3M | — | -0.6% |
| 1072 | WEBSTER BANK, N. A.#1072 · 11,757 sh | 11,757 | $3.3M | 0.29% | -1.2% |
| 1073 | Yoffe Investment Management#1073 · 11,731 sh | 11,731 | $3.3M | 3.78% | 0.0% |
| 1074 | CJM Wealth Advisers, Ltd.#1074 · 11,683 sh | 11,683 | $3.3M | 0.86% | +0.4% |
| 1075 | Y.D. More Investments Ltd#1075 · 11,657 sh | 11,657 | $3.3M | 0.10% | +2231.4% |
| 1076 | PARK NATIONAL#1076 · 11,651 sh | 11,651 | $3.3M | — | -1.7% |
| 1077 | PENINSULA ASSET MANAGEMENT#1077 · 11,645 sh | 11,645 | $3.3M | 1.57% | 0.0% |
| 1078 | NOVEM GROUP#1078 · 11,644 sh | 11,644 | $3.3M | — | +54.7% |
| 1079 | BRIAN LOW FINANCIAL GROUP#1079 · 11,643 sh | 11,643 | $3.3M | 1.91% | +19.3% |
| 1080 | AXS Investments#1080 · 11,594 sh | 11,594 | $3.3M | 0.92% | +2.3% |
| 1081 | Global Assets Advisory#1081 · 11,291 sh | 11,291 | $3.3M | 0.71% | +18.0% |
| 1082 | Round Rock Advisors#1082 · 11,577 sh | 11,577 | $3.3M | 0.42% | +3.3% |
| 1083 | Empower Advisory Group#1083 · 11,569 sh | 11,569 | $3.3M | <0.01% | +3.6% |
| 1084 | Aaron Wealth Advisors#1084 · 11,566 sh | 11,566 | $3.3M | — | -0.1% |
| 1085 | Aries Wealth Management#1085 · 11,537 sh | 11,537 | $3.2M | — | +0.9% |
| 1086 | BERKSHIRE ASSET MANAGEMENT#1086 · 11,535 sh | 11,535 | $3.2M | 0.13% | -2.9% |
| 1087 | Pinnacle#1087 · 11,507 sh | 11,507 | $3.2M | 1.00% | -3.4% |
| 1088 | Exchange Bank#1088 · 11,483 sh | 11,483 | $3.2M | — | -1.0% |
| 1089 | Western Wealth Management#1089 · 11,470 sh | 11,470 | $3.2M | 0.11% | +2.3% |
| 1090 | Core Wealth Advisors#1090 · 11,394 sh | 11,394 | $3.2M | 0.64% | +65.3% |
| 1091 | LVM CAPITAL MANAGEMENT LTD#1091 · 11,395 sh | 11,395 | $3.2M | — | -0.9% |
| 1092 | Total Clarity Wealth Management#1092 · 11,369 sh | 11,369 | $3.2M | — | +485.1% |
| 1093 | UDINE WEALTH MANAGEMENT#1093 · 11,303 sh | 11,303 | $3.2M | — | New |
| 1094 | MILESTONE ASSET MANAGEMENT#1094 · 11,240 sh | 11,240 | $3.2M | — | +36.9% |
| 1095 | BROOKS, MOORE & ASSOCIATES#1095 · 11,227 sh | 11,227 | $3.2M | 1.42% | 0.0% |
| 1096 | Pines Wealth Management#1096 · 11,218 sh | 11,218 | $3.2M | — | +2.8% |
| 1097 | JFS WEALTH ADVISORS#1097 · 11,185 sh | 11,185 | $3.1M | 0.16% | -1.0% |
| 1098 | Baer Investment Advisory#1098 · 10,956 sh | 10,956 | $3.1M | — | +373.5% |
| 1099 | AMERICAN NATIONAL BANK#1099 · 11,127 sh | 11,127 | $3.1M | — | +0.1% |
| 1100 | Ironwood Financial#1100 · 10,776 sh | 10,776 | $3.1M | — | +1.9% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.