INTERNATIONAL BUSINESS MACHINES CORP (IBM) — Institutional Holders, Q2 2026 (page 16)
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 1,501 to 1,600. 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 1,501–1,600 of 3,654
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1501 | GARRISON POINT ADVISORS#1501 · 6,265 sh | 6,265 | $1.8M | 0.71% | -0.4% |
| 1502 | PATTEN & PATTEN#1502 · 6,229 sh | 6,229 | $1.8M | — | -5.3% |
| 1503 | FIRST COMMONWEALTH FINANCIAL#1503 · 6,224 sh | 6,224 | $1.8M | 0.24% | +12.8% |
| 1504 | AMERIFLEX GROUP#1504 · 6,213 sh | 6,213 | $1.7M | 0.71% | +61.9% |
| 1505 | Mechanics Financial#1505 · 6,195 sh | 6,195 | $1.7M | 0.62% | +4.3% |
| 1506 | BOSTON FAMILY OFFICE#1506 · 6,175 sh | 6,175 | $1.7M | 0.11% | +12.6% |
| 1507 | New Republic Capital#1507 · 6,163 sh | 6,163 | $1.7M | 0.40% | +144.0% |
| 1508 | AdvisorNet Financial#1508 · 6,139 sh | 6,139 | $1.7M | — | -5.8% |
| 1509 | CATALYST FINANCIAL PARTNERS#1509 · 6,088 sh | 6,088 | $1.7M | 0.17% | -0.1% |
| 1510 | Aprio Wealth Management#1510 · 6,087 sh | 6,087 | $1.7M | 0.08% | +8.8% |
| 1511 | Continuum Advisory#1511 · 6,065 sh | 6,065 | $1.7M | 0.14% | +12.3% |
| 1512 | Arkfeld Wealth Strategies, L.L.C.#1512 · 5,694 sh | 5,694 | $1.7M | — | +0.4% |
| 1513 | Hartford Financial Management#1513 · 6,064 sh | 6,064 | $1.7M | — | 0.0% |
| 1514 | CULTIVAR CAPITAL#1514 · 6,062 sh | 6,062 | $1.7M | — | 0.0% |
| 1515 | NATURAL INVESTMENTS#1515 · 6,050 sh | 6,050 | $1.7M | 0.37% | +3.6% |
| 1516 | LifePlan Investment Advisors#1516 · 6,045 sh | 6,045 | $1.7M | 0.59% | +37.8% |
| 1517 | SIGNATURE ESTATE & INVESTMENT ADVISORS#1517 · 6,035 sh | 6,035 | $1.7M | — | -10.0% |
| 1518 | PARTHENON#1518 · 6,033 sh | 6,033 | $1.7M | — | -1.3% |
| 1519 | Murphy, Middleton, Hinkle & Parker#1519 · 6,033 sh | 6,033 | $1.7M | — | +0.5% |
| 1520 | Supplemental Annuity Collective of NJ#1520 · 6,028 sh | 6,028 | $1.7M | 0.44% | -4.8% |
| 1521 | HOWE & RUSLING#1521 · 6,004 sh | 6,004 | $1.7M | 0.10% | +56.9% |
| 1522 | IVC Wealth Advisors#1522 · 6,003 sh | 6,003 | $1.7M | — | -1.6% |
| 1523 | Smith Thornton Advisors#1523 · 5,810 sh | 5,810 | $1.7M | — | +13.4% |
| 1524 | Koshinski Asset Management#1524 · 5,991 sh | 5,991 | $1.7M | 0.09% | +7.2% |
| 1525 | Mirador Capital Partners#1525 · 5,973 sh | 5,973 | $1.7M | — | +0.8% |
| 1526 | McAdam#1526 · 5,948 sh | 5,948 | $1.7M | — | -0.6% |
| 1527 | IRONWOOD INVESTMENT MANAGEMENT#1527 · 5,944 sh | 5,944 | $1.7M | 0.58% | 0.0% |
| 1528 | Pinnacle West Asset Management#1528 · 5,940 sh | 5,940 | $1.7M | 1.15% | 0.0% |
| 1529 | Frederick Financial Consultants#1529 · 5,924 sh | 5,924 | $1.7M | 0.71% | -4.0% |
| 1530 | Wolfstich Capital#1530 · 5,753 sh | 5,753 | $1.7M | — | -1.9% |
| 1531 | Portfolio Design Labs#1531 · 5,910 sh | 5,910 | $1.7M | 0.27% | +12.0% |
| 1532 | DiNuzzo Private Wealth#1532 · 5,907 sh | 5,907 | $1.7M | — | 0.0% |
| 1533 | AssuredPartners Investment Advisors#1533 · 5,904 sh | 5,904 | $1.7M | 0.16% | +8.0% |
| 1534 | Roundview Capital#1534 · 5,901 sh | 5,901 | $1.7M | 0.09% | +5.3% |
| 1535 | Burford Brothers#1535 · 5,897 sh | 5,897 | $1.7M | — | +2.6% |
| 1536 | Legal Advantage Investments#1536 · 5,884 sh | 5,884 | $1.7M | — | +54.5% |
| 1537 | HORAN Wealth#1537 · 5,882 sh | 5,882 | $1.7M | 0.14% | +1.4% |
| 1538 | ANGELES WEALTH MANAGEMENT#1538 · 5,878 sh | 5,878 | $1.7M | — | +14.9% |
| 1539 | MWA Asset Management#1539 · 5,866 sh | 5,866 | $1.6M | 0.75% | -17.1% |
| 1540 | Deseret Mutual Benefit Administrators#1540 · 5,860 sh | 5,860 | $1.6M | 0.54% | -9.9% |
| 1541 | BOOTHBAY FUND MANAGEMENT#1541 · 5,854 sh | 5,854 | $1.6M | 0.02% | New |
| 1542 | Heartland Bank#1542 · 5,852 sh | 5,852 | $1.6M | 0.34% | -1.0% |
| 1543 | Smallwood Wealth Investment Management#1543 · 5,831 sh | 5,831 | $1.6M | 0.72% | 0.0% |
| 1544 | Accel Wealth Management#1544 · 5,821 sh | 5,821 | $1.6M | — | -1.4% |
| 1545 | JBR Financial Management#1545 · 5,821 sh | 5,821 | $1.6M | — | -6.8% |
| 1546 | Winthrop Capital Management#1546 · 5,811 sh | 5,811 | $1.6M | 0.39% | -0.6% |
| 1547 | ALBION FINANCIAL GROUP#1547 · 5,808 sh | 5,808 | $1.6M | — | 0.0% |
| 1548 | Keystone Financial Group#1548 · 5,801 sh | 5,801 | $1.6M | 0.10% | +1.2% |
| 1549 | Texas Bank#1549 · 5,800 sh | 5,800 | $1.6M | 0.53% | -0.5% |
| 1550 | NAVELLIER & ASSOCIATES#1550 · 5,792 sh | 5,792 | $1.6M | 0.13% | +20.1% |
| 1551 | Livforsakringsbolaget Skandia, Omsesidigt#1551 · 5,787 sh | 5,787 | $1.6M | — | -9.4% |
| 1552 | LONGFELLOW INVESTMENT MANAGEMENT#1552 · 5,785 sh | 5,785 | $1.6M | 0.33% | -30.0% |
| 1553 | NOMURA ASSET MANAGEMENT INTERNATIONAL#1553 · 5,757 sh | 5,757 | $1.6M | <0.01% | +41.8% |
| 1554 | Alpine Bank Wealth Management#1554 · 5,754 sh | 5,754 | $1.6M | — | +32.1% |
| 1555 | Bison Wealth#1555 · 5,397 sh | 5,397 | $1.6M | — | +2.2% |
| 1556 | LBMC INVESTMENT ADVISORS#1556 · 5,743 sh | 5,743 | $1.6M | 0.09% | +1.0% |
| 1557 | Cross Staff Investments#1557 · 5,732 sh | 5,732 | $1.6M | — | +0.5% |
| 1558 | Grandview Asset Management#1558 · 5,710 sh | 5,710 | $1.6M | — | -3.5% |
| 1559 | Narus Financial Partners#1559 · 5,704 sh | 5,704 | $1.6M | — | +1.4% |
| 1560 | LEGACY FINANCIAL INDEPENDENT ADVISORS#1560 · 5,701 sh | 5,701 | $1.6M | 0.75% | -79.6% |
| 1561 | Turtle Creek Wealth Advisors#1561 · 5,698 sh | 5,698 | $1.6M | — | +2.2% |
| 1562 | Sagewood Asset Management#1562 · 5,693 sh | 5,693 | $1.6M | 0.36% | -3.0% |
| 1563 | Verus Financial Partners#1563 · 5,690 sh | 5,690 | $1.6M | 0.14% | 0.0% |
| 1564 | Perennial Investment Advisors#1564 · 5,673 sh | 5,673 | $1.6M | 0.11% | +4.7% |
| 1565 | Redwood Investment Management#1565 · 5,671 sh | 5,671 | $1.6M | 0.16% | -1.9% |
| 1566 | M.E. ALLISON#1566 · 5,664 sh | 5,664 | $1.6M | — | -1.7% |
| 1567 | MBA Advisors#1567 · 5,649 sh | 5,649 | $1.6M | 0.53% | +5.5% |
| 1568 | Allen Mooney & Barnes Investment Advisors#1568 · 5,648 sh | 5,648 | $1.6M | — | -86.3% |
| 1569 | SMITH CHAS P & ASSOCIATES PA CPAS#1569 · 5,644 sh | 5,644 | $1.6M | — | +11.5% |
| 1570 | SeaBridge Investment Advisors#1570 · 5,642 sh | 5,642 | $1.6M | 0.23% | +13.7% |
| 1571 | TBH Global Asset Management#1571 · 5,637 sh | 5,637 | $1.6M | 0.29% | -0.7% |
| 1572 | Fairtree Asset Management (Pty) Ltd#1572 · 5,633 sh | 5,633 | $1.6M | 0.61% | New |
| 1573 | BRAUN STACEY ASSOCIATES#1573 · 5,630 sh | 5,630 | $1.6M | — | 0.0% |
| 1574 | WHITENER CAPITAL MANAGEMENT#1574 · 5,602 sh | 5,602 | $1.6M | — | -11.8% |
| 1575 | Quotient Wealth Partners#1575 · 5,600 sh | 5,600 | $1.6M | 0.04% | +3.1% |
| 1576 | WEALTH ALLIANCE#1576 · 5,600 sh | 5,600 | $1.6M | 0.13% | -8.0% |
| 1577 | Claro Advisors#1577 · 5,580 sh | 5,580 | $1.6M | 0.16% | +9.9% |
| 1578 | Northwest Bancshares#1578 · 5,569 sh | 5,569 | $1.6M | 0.28% | -3.3% |
| 1579 | Athena Investment Management#1579 · 5,561 sh | 5,561 | $1.6M | 0.93% | -13.6% |
| 1580 | Global Wealth Management#1580 · 5,550 sh | 5,550 | $1.6M | — | +75.3% |
| 1581 | Hamrick Investment Counsel#1581 · 5,536 sh | 5,536 | $1.6M | 1.03% | -14.3% |
| 1582 | San Luis Wealth Advisors#1582 · 5,527 sh | 5,527 | $1.6M | — | 0.0% |
| 1583 | ANB BANK#1583 · 5,515 sh | 5,515 | $1.6M | — | -3.7% |
| 1584 | Delta Investment Management#1584 · 5,503 sh | 5,503 | $1.5M | 0.25% | +0.6% |
| 1585 | WoodTrust Financial#1585 · 5,488 sh | 5,488 | $1.5M | — | -1.3% |
| 1586 | Northwest & Ethical Investments L.P.#1586 · 5,466 sh | 5,466 | $1.5M | 0.04% | -44.2% |
| 1587 | SAPIENT CAPITAL#1587 · 5,463 sh | 5,463 | $1.5M | — | +18.0% |
| 1588 | FIRST FOUNDATION ADVISORS#1588 · 5,462 sh | 5,462 | $1.5M | 0.06% | +8.3% |
| 1589 | Stockman Wealth Management#1589 · 5,462 sh | 5,462 | $1.5M | 0.16% | -18.4% |
| 1590 | Commerce Advisors#1590 · 5,446 sh | 5,446 | $1.5M | — | +0.2% |
| 1591 | Triumph Capital Management#1591 · 5,444 sh | 5,444 | $1.5M | — | +245.2% |
| 1592 | Benin Management#1592 · 5,443 sh | 5,443 | $1.5M | — | +1.9% |
| 1593 | Fox Hill Wealth Management#1593 · 5,427 sh | 5,427 | $1.5M | 0.61% | -0.6% |
| 1594 | Cypress Wealth Services#1594 · 5,410 sh | 5,410 | $1.5M | — | -0.7% |
| 1595 | Summit Asset Management#1595 · 5,373 sh | 5,373 | $1.5M | 0.19% | +0.5% |
| 1596 | SECURED RETIREMENT ADVISORS#1596 · 5,371 sh | 5,371 | $1.5M | 0.78% | -49.7% |
| 1597 | BRANDYWINE OAK PRIVATE WEALTH#1597 · 5,360 sh | 5,360 | $1.5M | — | +4.0% |
| 1598 | CacheTech#1598 · 5,359 sh | 5,359 | $1.5M | 0.24% | +63.8% |
| 1599 | Huntleigh Advisors#1599 · 5,347 sh | 5,347 | $1.5M | 0.21% | +17.7% |
| 1600 | Michael J. Porro & Financial Advisors#1600 · 5,345 sh | 5,345 | $1.5M | — | -4.6% |
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.