INTERNATIONAL BUSINESS MACHINES CORP (IBM) — Institutional Holders, Q2 2026 (page 14)
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 1,301 to 1,400. 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 1,301–1,400 of 3,654
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1301 | Blue Edge Capital#1301 · 8,340 sh | 8,340 | $2.3M | 0.28% | +0.3% |
| 1302 | Abundance Wealth Counselors#1302 · 8,321 sh | 8,321 | $2.3M | — | -5.1% |
| 1303 | Calamos Wealth Management#1303 · 8,319 sh | 8,319 | $2.3M | 0.07% | +1.0% |
| 1304 | WESPAC Advisors SoCal#1304 · 8,306 sh | 8,306 | $2.3M | — | +0.8% |
| 1305 | EVOLVE PRIVATE WEALTH#1305 · 8,299 sh | 8,299 | $2.3M | 0.14% | -73.5% |
| 1306 | Cornerstone Select Advisors#1306 · 8,293 sh | 8,293 | $2.3M | 0.98% | +14.8% |
| 1307 | CALDWELL SUTTER CAPITAL#1307 · 8,292 sh | 8,292 | $2.3M | 0.88% | +0.5% |
| 1308 | OmniStar Financial Group#1308 · 8,288 sh | 8,288 | $2.3M | — | +9.7% |
| 1309 | WENDELL DAVID ASSOCIATES#1309 · 8,235 sh | 8,235 | $2.3M | 0.24% | -0.3% |
| 1310 | Red Spruce Capital#1310 · 8,224 sh | 8,224 | $2.3M | — | +1.7% |
| 1311 | Texas Yale Capital#1311 · 8,221 sh | 8,221 | $2.3M | 0.05% | +1.9% |
| 1312 | ADIRONDACK#1312 · 8,214 sh | 8,214 | $2.3M | — | -0.8% |
| 1313 | Mirabaud Asset Management Ltd#1313 · 8,298 sh | 8,298 | $2.3M | 1.92% | +42.4% |
| 1314 | NICHOLS & PRATT ADVISERS LLP#1314 · 8,203 sh | 8,203 | $2.3M | — | -1.0% |
| 1315 | Hudock#1315 · 8,190 sh | 8,190 | $2.3M | — | -1.3% |
| 1316 | Carl P. Sherr#1316 · 8,182 sh | 8,182 | $2.3M | 0.96% | 0.0% |
| 1317 | ROCKLAND#1317 · 8,150 sh | 8,150 | $2.3M | — | -6.3% |
| 1318 | DOVER ADVISORS#1318 · 7,717 sh | 7,717 | $2.3M | 0.94% | -4.9% |
| 1319 | WESTPAC BANKING#1319 · 8,100 sh | 8,100 | $2.3M | 0.14% | +777.6% |
| 1320 | Stratos Wealth Advisors#1320 · 8,096 sh | 8,096 | $2.3M | 0.13% | -0.7% |
| 1321 | Soltis Investment Advisors#1321 · 8,092 sh | 8,092 | $2.3M | 0.13% | +12.6% |
| 1322 | Roxbury Financial#1322 · 8,087 sh | 8,087 | $2.3M | — | -1.4% |
| 1323 | Waterloo Capital, L.P.#1323 · 8,081 sh | 8,081 | $2.3M | 0.13% | +17.1% |
| 1324 | Onyx Bridge Wealth Group#1324 · 8,079 sh | 8,079 | $2.3M | — | +0.4% |
| 1325 | Pingora Partners#1325 · 8,070 sh | 8,070 | $2.3M | 1.32% | 0.0% |
| 1326 | Burnham#1326 · 8,047 sh | 8,047 | $2.3M | 1.82% | — |
| 1327 | Penobscot Investment Management Company#1327 · 8,010 sh | 8,010 | $2.3M | — | -1.2% |
| 1328 | Evergreen Wealth Solutions#1328 · 9,495 sh | 9,495 | $2.3M | 0.12% | +7.1% |
| 1329 | Bridgewater Advisors#1329 · 9,932 sh | 9,932 | $2.2M | 0.12% | -3.5% |
| 1330 | DUNCKER STREETT#1330 · 7,990 sh | 7,990 | $2.2M | 0.38% | -0.2% |
| 1331 | ACCESS FINANCIAL SERVICES#1331 · 7,974 sh | 7,974 | $2.2M | 0.74% | +66.1% |
| 1332 | CLARK FINANCIAL SERVICES GROUP#1332 · 7,953 sh | 7,953 | $2.2M | — | +1.4% |
| 1333 | FAS Wealth Partners#1333 · 7,945 sh | 7,945 | $2.2M | 0.12% | +4.6% |
| 1334 | Lester Murray Antman dba SimplyRich#1334 · 53,741 sh | 53,741 | $2.2M | 0.52% | +993.2% |
| 1335 | AFFINITY INVESTMENT ADVISORS#1335 · 7,892 sh | 7,892 | $2.2M | 1.13% | -1.2% |
| 1336 | Shulman DeMeo Asset Management#1336 · 7,882 sh | 7,882 | $2.2M | — | +0.2% |
| 1337 | Destination Wealth Management#1337 · 7,869 sh | 7,869 | $2.2M | 0.05% | -1.8% |
| 1338 | TMB Capital Partners#1338 · 7,855 sh | 7,855 | $2.2M | — | +13.0% |
| 1339 | Indivisible Partners#1339 · 7,846 sh | 7,846 | $2.2M | — | +19.6% |
| 1340 | LITTLE HOUSE CAPITAL#1340 · 7,839 sh | 7,839 | $2.2M | 0.50% | -20.9% |
| 1341 | Sterling Capital Management#1341 · 7,776 sh | 7,776 | $2.2M | — | +331.3% |
| 1342 | Krilogy Financial#1342 · 7,752 sh | 7,752 | $2.2M | — | +38.9% |
| 1343 | MOODY NATIONAL BANK DIVISION#1343 · 7,750 sh | 7,750 | $2.2M | — | +4.2% |
| 1344 | SACKS & ASSOCIATES#1344 · 9,717 sh | 9,717 | $2.2M | — | +0.7% |
| 1345 | WOLFF WIESE MAGANA#1345 · 7,727 sh | 7,727 | $2.2M | — | +242.5% |
| 1346 | Wynn Capital#1346 · 7,721 sh | 7,721 | $2.2M | — | -0.1% |
| 1347 | Northern Financial Advisors#1347 · 7,720 sh | 7,720 | $2.2M | 1.44% | +4.5% |
| 1348 | WARNER FINANCIAL#1348 · 7,716 sh | 7,716 | $2.2M | 0.64% | +0.1% |
| 1349 | Triton Financial Group#1349 · 7,704 sh | 7,704 | $2.2M | 1.25% | New |
| 1350 | SHEPHERD KAPLAN KROCHUK#1350 · 7,704 sh | 7,704 | $2.2M | 1.72% | +205.8% |
| 1351 | Baldwin Investment Management#1351 · 7,699 sh | 7,699 | $2.2M | 0.21% | +6.4% |
| 1352 | MBL Wealth#1352 · 7,662 sh | 7,662 | $2.2M | — | -10.5% |
| 1353 | Kesler, Norman & Wride#1353 · 7,610 sh | 7,610 | $2.1M | 0.34% | +0.3% |
| 1354 | Colonial / SC#1354 · 7,609 sh | 7,609 | $2.1M | 0.27% | +1.0% |
| 1355 | FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.#1355 · 7,590 sh | 7,590 | $2.1M | — | +122.8% |
| 1356 | Strategic Advisors#1356 · 7,587 sh | 7,587 | $2.1M | — | -24.1% |
| 1357 | MEANS INVESTMENT#1357 · 7,584 sh | 7,584 | $2.1M | 0.16% | -7.5% |
| 1358 | Everhart Financial Group#1358 · 7,582 sh | 7,582 | $2.1M | — | -8.8% |
| 1359 | Venturi Wealth Management#1359 · 7,582 sh | 7,582 | $2.1M | 0.08% | +9.3% |
| 1360 | PFG Advisors#1360 · 7,569 sh | 7,569 | $2.1M | — | -7.1% |
| 1361 | STEINBERG ASSET MANAGEMENT#1361 · 7,569 sh | 7,569 | $2.1M | 1.32% | 0.0% |
| 1362 | ASAHI LIFE ASSET MANAGEMENT , LTD.#1362 · 7,546 sh | 7,546 | $2.1M | 1.20% | -19.4% |
| 1363 | Tradewinds#1363 · 5,091 sh | 5,091 | $2.1M | 0.48% | -5.9% |
| 1364 | Nelson, Van Denburg & Campbell Wealth Management Group#1364 · 7,829 sh | 7,829 | $2.1M | — | +1.7% |
| 1365 | Investment Research Partners#1365 · 7,527 sh | 7,527 | $2.1M | — | +16.7% |
| 1366 | Moss Adams Wealth Advisors#1366 · 7,526 sh | 7,526 | $2.1M | 0.13% | +0.8% |
| 1367 | Slocum, Gordon & LLP#1367 · 7,516 sh | 7,516 | $2.1M | — | +0.1% |
| 1368 | United Advisor Group#1368 · 7,495 sh | 7,495 | $2.1M | 0.22% | +24.9% |
| 1369 | NCM Capital Management#1369 · 7,478 sh | 7,478 | $2.1M | 0.65% | +22.2% |
| 1370 | CASCADE INVESTMENT GROUP#1370 · 7,466 sh | 7,466 | $2.1M | — | +1.3% |
| 1371 | IFG Advisory#1371 · 7,438 sh | 7,438 | $2.1M | 0.07% | New |
| 1372 | TCI Wealth Advisors#1372 · 7,425 sh | 7,425 | $2.1M | 0.09% | -5.0% |
| 1373 | ALTFEST L J#1373 · 7,387 sh | 7,387 | $2.1M | 0.20% | -1.2% |
| 1374 | IKE Capital#1374 · 7,374 sh | 7,374 | $2.1M | 1.09% | -14.6% |
| 1375 | SAX WEALTH ADVISORS#1375 · 8,550 sh | 8,550 | $2.1M | — | +24.9% |
| 1376 | CWS Financial Advisors#1376 · 7,362 sh | 7,362 | $2.1M | — | -0.4% |
| 1377 | BIRCHBROOK#1377 · 7,352 sh | 7,352 | $2.1M | — | -1.0% |
| 1378 | PERSONAL CFO SOLUTIONS#1378 · 7,327 sh | 7,327 | $2.1M | 0.30% | -0.6% |
| 1379 | Aspen Investment Management#1379 · 7,323 sh | 7,323 | $2.1M | 0.55% | -0.3% |
| 1380 | WOODWARD DIVERSIFIED CAPITAL#1380 · 7,320 sh | 7,320 | $2.1M | — | -0.4% |
| 1381 | MERIDIAN MANAGEMENT#1381 · 7,315 sh | 7,315 | $2.1M | 0.46% | 0.0% |
| 1382 | Platform Technology Partners#1382 · 7,304 sh | 7,304 | $2.1M | 0.34% | +3.6% |
| 1383 | PARADIGM ASSET MANAGEMENT#1383 · 7,300 sh | 7,300 | $2.1M | 0.44% | +49.0% |
| 1384 | BOCHK Asset Management Ltd#1384 · 7,300 sh | 7,300 | $2.1M | 0.32% | +180.8% |
| 1385 | NORTHEAST INVESTMENT MANAGEMENT#1385 · 7,268 sh | 7,268 | $2.0M | 0.08% | +4.4% |
| 1386 | MATHER GROUP#1386 · 7,263 sh | 7,263 | $2.0M | — | +11.5% |
| 1387 | Concord Wealth Partners#1387 · 7,259 sh | 7,259 | $2.0M | 0.23% | -2.9% |
| 1388 | NORDEN GROUP#1388 · 7,247 sh | 7,247 | $2.0M | — | -6.8% |
| 1389 | Facet Wealth#1389 · 7,237 sh | 7,237 | $2.0M | 0.03% | -1.2% |
| 1390 | STANSBERRY ASSET MANAGEMENT#1390 · 7,230 sh | 7,230 | $2.0M | 0.19% | +5.4% |
| 1391 | Pinnacle Wealth Planning Services#1391 · 7,214 sh | 7,214 | $2.0M | 0.19% | -0.9% |
| 1392 | Encore Global Management#1392 · 7,200 sh | 7,200 | $2.0M | 1.99% | +20.0% |
| 1393 | CAPITAL FINANCIAL GROUP \\#1393 · 7,169 sh | 7,169 | $2.0M | 1.06% | +11.0% |
| 1394 | TOWNSQUARE CAPITAL#1394 · 7,159 sh | 7,159 | $2.0M | 0.37% | +1.7% |
| 1395 | Advyzon Investment Management#1395 · 7,148 sh | 7,148 | $2.0M | 0.15% | +3.6% |
| 1396 | REUTER JAMES WEALTH MANAGEMENT#1396 · 7,142 sh | 7,142 | $2.0M | — | +1.1% |
| 1397 | FEDERATED HERMES#1397 · 7,135 sh | 7,135 | $2.0M | <0.01% | -94.0% |
| 1398 | WADDELL & ASSOCIATES#1398 · 7,118 sh | 7,118 | $2.0M | 0.10% | +30.1% |
| 1399 | PARK CIRCLE#1399 · 7,100 sh | 7,100 | $2.0M | 1.70% | 0.0% |
| 1400 | MIDLAND WEALTH ADVISORS#1400 · 7,091 sh | 7,091 | $2.0M | — | +5.4% |
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.