INTERNATIONAL BUSINESS MACHINES CORP (IBM) — Institutional Holders, Q2 2026 (page 15)
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 1,401 to 1,500. 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 1,401–1,500 of 3,654
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1401 | Jump Financial#1401 · 7,085 sh | 7,085 | $2.0M | 0.02% | New |
| 1402 | Premier Path Wealth Partners#1402 · 7,072 sh | 7,072 | $2.0M | — | +4.7% |
| 1403 | Range Financial Group#1403 · 7,055 sh | 7,055 | $2.0M | — | -0.8% |
| 1404 | WOODLEY FARRA MANION PORTFOLIO MANAGEMENT#1404 · 7,054 sh | 7,054 | $2.0M | 0.10% | -9.5% |
| 1405 | Valmark Advisers#1405 · 7,049 sh | 7,049 | $2.0M | 0.02% | -3.4% |
| 1406 | Certified Advisory#1406 · 7,048 sh | 7,048 | $2.0M | 0.16% | +0.7% |
| 1407 | BURKE & HERBERT BANK#1407 · 7,036 sh | 7,036 | $2.0M | 0.49% | -13.1% |
| 1408 | CAPITAL MANAGEMENT ASSOCIATES#1408 · 7,000 sh | 7,000 | $2.0M | 2.53% | 0.0% |
| 1409 | Byrne Asset Management#1409 · 6,981 sh | 6,981 | $2.0M | — | -5.1% |
| 1410 | Beaumont Financial Advisors#1410 · 6,968 sh | 6,968 | $2.0M | — | +1.5% |
| 1411 | Fortis Capital Management#1411 · 6,966 sh | 6,966 | $2.0M | 0.22% | +5.3% |
| 1412 | Aspire Growth Partners#1412 · 6,966 sh | 6,966 | $2.0M | 1.14% | -3.6% |
| 1413 | FSM Wealth Advisors#1413 · 6,949 sh | 6,949 | $2.0M | 0.21% | +7.5% |
| 1414 | EPG Wealth Management#1414 · 6,943 sh | 6,943 | $2.0M | 0.47% | -1.6% |
| 1415 | Brady Martz Wealth Solutions#1415 · 6,926 sh | 6,926 | $1.9M | 0.29% | +0.1% |
| 1416 | Axxion S.A.#1416 · 6,925 sh | 6,925 | $1.9M | — | — |
| 1417 | PDS Planning#1417 · 6,911 sh | 6,911 | $1.9M | 0.11% | -1.3% |
| 1418 | Pure Financial Advisors#1418 · 6,905 sh | 6,905 | $1.9M | 0.02% | -8.7% |
| 1419 | ATLAS CAPITAL ADVISORS#1419 · 6,859 sh | 6,859 | $1.9M | 0.21% | -3.9% |
| 1420 | Silicon Valley Capital Partners#1420 · 6,857 sh | 6,857 | $1.9M | 0.16% | -11.0% |
| 1421 | HARBOR INVESTMENT ADVISORY#1421 · 6,855 sh | 6,855 | $1.9M | — | -19.3% |
| 1422 | DUMONT & BLAKE INVESTMENT ADVISORS#1422 · 6,855 sh | 6,855 | $1.9M | 0.43% | -4.2% |
| 1423 | Focus Financial Network#1423 · 6,854 sh | 6,854 | $1.9M | — | +3.2% |
| 1424 | Legacy Financial Advisors#1424 · 6,852 sh | 6,852 | $1.9M | 0.23% | +7.6% |
| 1425 | Granite Investment Partners#1425 · 6,848 sh | 6,848 | $1.9M | 0.10% | +13.6% |
| 1426 | LAKE STREET PRIVATE WEALTH#1426 · 6,845 sh | 6,845 | $1.9M | — | +0.5% |
| 1427 | Cascade Financial Partners#1427 · 6,820 sh | 6,820 | $1.9M | 0.17% | +0.2% |
| 1428 | FORTRESS FINANCIAL GROUP#1428 · 6,794 sh | 6,794 | $1.9M | — | -17.0% |
| 1429 | Arvest Bank Division#1429 · 6,792 sh | 6,792 | $1.9M | 0.09% | -30.7% |
| 1430 | Argentarii#1430 · 8,002 sh | 8,002 | $1.9M | 0.58% | -3.5% |
| 1431 | FIRETRAIL INVESTMENTS PTY LTD#1431 · 6,820 sh | 6,820 | $1.9M | 0.54% | New |
| 1432 | JEPPSON WEALTH MANAGEMENT#1432 · 6,775 sh | 6,775 | $1.9M | — | +0.2% |
| 1433 | MONETARY MANAGEMENT GROUP#1433 · 6,772 sh | 6,772 | $1.9M | 0.39% | 0.0% |
| 1434 | Telos Capital Management#1434 · 6,765 sh | 6,765 | $1.9M | 0.17% | -2.4% |
| 1435 | SILVER OAK SECURITIES#1435 · 6,763 sh | 6,763 | $1.9M | 0.12% | -6.9% |
| 1436 | Howard Capital Management#1436 · 6,753 sh | 6,753 | $1.9M | — | +92.9% |
| 1437 | Fairfield Financial Advisors, LTD#1437 · 6,740 sh | 6,740 | $1.9M | — | -6.3% |
| 1438 | WealthPLAN Partners#1438 · 6,729 sh | 6,729 | $1.9M | — | -32.5% |
| 1439 | Clare Market Investments#1439 · 6,727 sh | 6,727 | $1.9M | 0.35% | New |
| 1440 | Archford Capital Strategies#1440 · 6,723 sh | 6,723 | $1.9M | — | -1.4% |
| 1441 | Curat Global#1441 · 9,567 sh | 9,567 | $1.9M | — | +69.0% |
| 1442 | S.E.E.D. Planning Group#1442 · 6,717 sh | 6,717 | $1.9M | — | -3.1% |
| 1443 | Science & Technology Partners, L.P.#1443 · 6,713 sh | 6,713 | $1.9M | 0.32% | New |
| 1444 | Marshall & Sterling Wealth Advisors#1444 · 6,710 sh | 6,710 | $1.9M | 1.12% | +4.8% |
| 1445 | United Community Bank#1445 · 6,699 sh | 6,699 | $1.9M | 0.58% | +1.4% |
| 1446 | LAWOOD#1446 · 6,696 sh | 6,696 | $1.9M | — | +2.9% |
| 1447 | TRUE Private Wealth Advisors#1447 · 6,694 sh | 6,694 | $1.9M | — | -0.1% |
| 1448 | Fortis Capital Advisors#1448 · 6,688 sh | 6,688 | $1.9M | 0.21% | +29.8% |
| 1449 | Gratus Wealth Advisors#1449 · 6,688 sh | 6,688 | $1.9M | — | +0.4% |
| 1450 | BayBridge Capital Group#1450 · 6,686 sh | 6,686 | $1.9M | — | +10.1% |
| 1451 | Atlas Brown#1451 · 6,662 sh | 6,662 | $1.9M | — | -0.6% |
| 1452 | RIDGECREST WEALTH PARTNERS#1452 · 6,662 sh | 6,662 | $1.9M | — | 0.0% |
| 1453 | HOEY INVESTMENTS#1453 · 6,662 sh | 6,662 | $1.9M | 0.24% | -27.6% |
| 1454 | KELLEHER FINANCIAL ADVISORS#1454 · 6,640 sh | 6,640 | $1.9M | 0.26% | +131.8% |
| 1455 | Mainstream Capital Management#1455 · 6,637 sh | 6,637 | $1.9M | — | New |
| 1456 | RTD Financial Advisors#1456 · 6,633 sh | 6,633 | $1.9M | — | +590.2% |
| 1457 | Laurel Wealth Advisors#1457 · 6,610 sh | 6,610 | $1.9M | 0.18% | +0.9% |
| 1458 | Arjuna Capital#1458 · 6,604 sh | 6,604 | $1.9M | 0.42% | -42.6% |
| 1459 | BRAVE ASSET MANAGEMENT#1459 · 6,593 sh | 6,593 | $1.9M | 0.40% | -8.8% |
| 1460 | Concord Asset Management#1460 · 6,585 sh | 6,585 | $1.9M | 0.29% | -4.6% |
| 1461 | EverSource Wealth Advisors#1461 · 6,578 sh | 6,578 | $1.8M | 0.06% | +28.4% |
| 1462 | Ancora Advisors#1462 · 6,577 sh | 6,577 | $1.8M | 0.04% | -4.4% |
| 1463 | Strait & Sound Wealth Management#1463 · 6,554 sh | 6,554 | $1.8M | 0.65% | -2.1% |
| 1464 | PETTYJOHN, WOOD & WHITE#1464 · 6,531 sh | 6,531 | $1.8M | 0.27% | -1.9% |
| 1465 | Kilter Group#1465 · 6,514 sh | 6,514 | $1.8M | 0.66% | -0.2% |
| 1466 | ASPIRIANT#1466 · 6,511 sh | 6,511 | $1.8M | — | +7.6% |
| 1467 | ARTHUR M. COHEN & ASSOCIATES#1467 · 6,508 sh | 6,508 | $1.8M | — | +8.6% |
| 1468 | GROUPAMA ASSET MANAGMENT#1468 · 6,571 sh | 6,571 | $1.8M | 0.02% | +1.9% |
| 1469 | Impax Asset Management Group plc#1469 · 6,489 sh | 6,489 | $1.8M | 0.01% | 0.0% |
| 1470 | Patten Group#1470 · 6,477 sh | 6,477 | $1.8M | — | -11.3% |
| 1471 | bLong Financial#1471 · 6,472 sh | 6,472 | $1.8M | 1.19% | +1.1% |
| 1472 | Ellevest#1472 · 6,476 sh | 6,476 | $1.8M | 0.21% | -4.9% |
| 1473 | XXI WEALTH#1473 · 6,461 sh | 6,461 | $1.8M | — | +2.9% |
| 1474 | Heritage Wealth Management#1474 · 6,460 sh | 6,460 | $1.8M | 0.45% | New |
| 1475 | CREATIVE FINANCIAL DESIGNS#1475 · 6,459 sh | 6,459 | $1.8M | 0.09% | +1.7% |
| 1476 | Whalen Wealth Management#1476 · 6,459 sh | 6,459 | $1.8M | — | +217.4% |
| 1477 | Old Mission Investment#1477 · 6,456 sh | 6,456 | $1.8M | — | -0.1% |
| 1478 | BROADWATER CAPITAL MANAGEMENT#1478 · 6,455 sh | 6,455 | $1.8M | 1.32% | 0.0% |
| 1479 | MARIETTA INVESTMENT PARTNERS#1479 · 6,430 sh | 6,430 | $1.8M | 0.31% | 0.0% |
| 1480 | Prentice Wealth Management#1480 · 6,417 sh | 6,417 | $1.8M | — | -6.7% |
| 1481 | Millstone Evans Group#1481 · 6,407 sh | 6,407 | $1.8M | 0.97% | -2.4% |
| 1482 | SALEM INVESTMENT COUNSELORS#1482 · 6,404 sh | 6,404 | $1.8M | — | +4.1% |
| 1483 | Tradition Wealth Management#1483 · 6,401 sh | 6,401 | $1.8M | 0.11% | -4.1% |
| 1484 | Agate Pass Investment Management#1484 · 6,393 sh | 6,393 | $1.8M | — | -13.5% |
| 1485 | Campbell & Investment Adviser#1485 · 6,380 sh | 6,380 | $1.8M | 0.09% | +130.2% |
| 1486 | RWWM#1486 · 6,378 sh | 6,378 | $1.8M | 0.13% | -0.1% |
| 1487 | NORTH STAR ASSET MANAGEMENT#1487 · 6,374 sh | 6,374 | $1.8M | 0.07% | -0.4% |
| 1488 | Donoghue Forlines#1488 · 6,353 sh | 6,353 | $1.8M | 0.46% | -5.1% |
| 1489 | Retirement Planning Group#1489 · 6,343 sh | 6,343 | $1.8M | — | -3.6% |
| 1490 | FIRST NATIONAL BANK & OF NEWTOWN#1490 · 7,969 sh | 7,969 | $1.8M | 0.36% | +0.2% |
| 1491 | MARTINGALE ASSET MANAGEMENT L P#1491 · 6,329 sh | 6,329 | $1.8M | 0.04% | +1.2% |
| 1492 | Essex Savings Bank#1492 · 6,323 sh | 6,323 | $1.8M | — | -1.8% |
| 1493 | Ullmann Wealth Partners Group#1493 · 6,322 sh | 6,322 | $1.8M | 0.16% | +5.6% |
| 1494 | MJP ASSOCIATES#1494 · 6,314 sh | 6,314 | $1.8M | 0.19% | -15.6% |
| 1495 | WEIK CAPITAL MANAGEMENT#1495 · 6,308 sh | 6,308 | $1.8M | 0.68% | +1.5% |
| 1496 | Impact Partnership Wealth#1496 · 6,306 sh | 6,306 | $1.8M | 0.17% | +38.7% |
| 1497 | Acorn Wealth Advisors#1497 · 6,295 sh | 6,295 | $1.8M | — | +41.4% |
| 1498 | EVERETT HARRIS#1498 · 6,285 sh | 6,285 | $1.8M | 0.02% | +0.5% |
| 1499 | S-Bank Fund Management Ltd#1499 · 6,275 sh | 6,275 | $1.8M | 0.24% | -58.6% |
| 1500 | BINGHAM PRIVATE WEALTH#1500 · 6,273 sh | 6,273 | $1.8M | 1.21% | +0.6% |
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.