INTERNATIONAL BUSINESS MACHINES CORP (IBM) — Institutional Holders, Q2 2026 (page 17)
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 1,601 to 1,700. 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 1,601–1,700 of 3,654
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1601 | Intrua Financial#1601 · 5,342 sh | 5,342 | $1.5M | 0.14% | +6.5% |
| 1602 | StoneX Group#1602 · 5,340 sh | 5,340 | $1.5M | 0.06% | +0.6% |
| 1603 | THOROUGHBRED FINANCIAL SERVICES#1603 · 5,307 sh | 5,307 | $1.5M | 0.07% | +13.9% |
| 1604 | FOUNDERS FINANCIAL SECURITIES#1604 · 5,301 sh | 5,301 | $1.5M | 0.08% | -41.6% |
| 1605 | Atlantic Edge Private Wealth Management#1605 · 5,296 sh | 5,296 | $1.5M | — | -3.8% |
| 1606 | GDS Wealth Management#1606 · 5,289 sh | 5,289 | $1.5M | 0.07% | +17.2% |
| 1607 | Capstone Financial Advisors#1607 · 5,283 sh | 5,283 | $1.5M | 0.07% | +0.6% |
| 1608 | Plancorp#1608 · 5,102 sh | 5,102 | $1.5M | 0.04% | -20.8% |
| 1609 | Matrix#1609 · 5,248 sh | 5,248 | $1.5M | — | -3.9% |
| 1610 | Massachusetts Wealth Management#1610 · 5,248 sh | 5,248 | $1.5M | — | +1.6% |
| 1611 | Wealth Quarterback#1611 · 5,246 sh | 5,246 | $1.5M | — | +4.3% |
| 1612 | Stablepoint Partners#1612 · 5,231 sh | 5,231 | $1.5M | 0.20% | +0.6% |
| 1613 | Nordwand Advisors#1613 · 5,220 sh | 5,220 | $1.5M | 0.23% | 0.0% |
| 1614 | Armstrong, Fleming & Moore#1614 · 5,200 sh | 5,200 | $1.5M | 0.48% | -1.5% |
| 1615 | NORTH DALLAS BANK#1615 · 5,194 sh | 5,194 | $1.5M | 0.87% | +1.6% |
| 1616 | Cumberland Partners Ltd#1616 · 5,180 sh | 5,180 | $1.5M | 0.09% | New |
| 1617 | Manchester Capital Management#1617 · 5,174 sh | 5,174 | $1.5M | — | +1.4% |
| 1618 | Presper Financial Architects#1618 · 5,166 sh | 5,166 | $1.5M | 0.76% | -0.2% |
| 1619 | FirstWave Capital Management#1619 · 5,162 sh | 5,162 | $1.5M | 0.64% | New |
| 1620 | NWF Advisory Services#1620 · 5,161 sh | 5,161 | $1.5M | — | +130.9% |
| 1621 | Waldron Private Wealth#1621 · 5,160 sh | 5,160 | $1.5M | 0.05% | +3.1% |
| 1622 | Hoxton Planning & Management#1622 · 5,157 sh | 5,157 | $1.5M | — | -0.9% |
| 1623 | MOUNT VERNON ASSOCIATES#1623 · 5,145 sh | 5,145 | $1.4M | — | -8.9% |
| 1624 | Post Resch Tallon Group#1624 · 5,125 sh | 5,125 | $1.4M | — | +2.6% |
| 1625 | Red Door Wealth Management#1625 · 5,124 sh | 5,124 | $1.4M | 0.13% | -4.5% |
| 1626 | Carnegie Lake Advisors#1626 · 5,121 sh | 5,121 | $1.4M | 0.54% | -18.6% |
| 1627 | Willow Creek Capital Management#1627 · 5,111 sh | 5,111 | $1.4M | — | — |
| 1628 | Redmond Asset Management#1628 · 5,096 sh | 5,096 | $1.4M | 0.36% | -2.9% |
| 1629 | Cassia Capital Partners#1629 · 5,091 sh | 5,091 | $1.4M | 0.69% | +8.7% |
| 1630 | Keudell/Morrison Wealth Management#1630 · 5,088 sh | 5,088 | $1.4M | — | +11.5% |
| 1631 | Core Wealth Partners#1631 · 5,074 sh | 5,074 | $1.4M | 0.61% | -1.8% |
| 1632 | KLCM Advisors#1632 · 5,067 sh | 5,067 | $1.4M | 0.11% | 0.0% |
| 1633 | BridgePort Financial Solutions#1633 · 5,064 sh | 5,064 | $1.4M | 0.36% | +1.2% |
| 1634 | Gryphon Financial Partners#1634 · 5,060 sh | 5,060 | $1.4M | 0.13% | +2.7% |
| 1635 | Putney Financial Group#1635 · 5,055 sh | 5,055 | $1.4M | 1.28% | +1.3% |
| 1636 | VisionPoint Advisory Group#1636 · 5,055 sh | 5,055 | $1.4M | — | +2.1% |
| 1637 | VERUS CAPITAL PARTNERS#1637 · 5,055 sh | 5,055 | $1.4M | 0.08% | +2.1% |
| 1638 | Heritage#1638 · 5,051 sh | 5,051 | $1.4M | 0.12% | +1.8% |
| 1639 | DELTA ASSET MANAGEMENT#1639 · 5,048 sh | 5,048 | $1.4M | 0.12% | 0.0% |
| 1640 | Planning Strategies#1640 · 5,046 sh | 5,046 | $1.4M | — | — |
| 1641 | Allen Capital Group#1641 · 5,045 sh | 5,045 | $1.4M | 0.12% | -5.8% |
| 1642 | HEADINVEST#1642 · 5,040 sh | 5,040 | $1.4M | 0.26% | -1.3% |
| 1643 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.#1643 · 5,025 sh | 5,025 | $1.4M | 0.01% | 0.0% |
| 1644 | Simplify Asset Management#1644 · 5,014 sh | 5,014 | $1.4M | 0.02% | +4.7% |
| 1645 | Syntegra Private Wealth Group#1645 · 5,008 sh | 5,008 | $1.4M | — | -0.3% |
| 1646 | Allied Investment Advisors#1646 · 5,007 sh | 5,007 | $1.4M | — | -1.8% |
| 1647 | LYNX CAPITAL GROUP LTD#1647 · 5,000 sh | 5,000 | $1.4M | 0.57% | New |
| 1648 | Beaton Management#1648 · 4,994 sh | 4,994 | $1.4M | 0.57% | -0.4% |
| 1649 | Wealth Management Associates#1649 · 4,992 sh | 4,992 | $1.4M | 0.39% | +26.6% |
| 1650 | Aventura Private Wealth#1650 · 4,985 sh | 4,985 | $1.4M | 0.43% | -5.3% |
| 1651 | First County Bank#1651 · 4,983 sh | 4,983 | $1.4M | — | 0.0% |
| 1652 | Klingman & Associates#1652 · 4,962 sh | 4,962 | $1.4M | — | +1.8% |
| 1653 | LifeGuide Financial Advisors#1653 · 4,956 sh | 4,956 | $1.4M | — | 0.0% |
| 1654 | DUTCH ASSET#1654 · 4,956 sh | 4,956 | $1.4M | — | 0.0% |
| 1655 | Souders Financial Advisors#1655 · 4,947 sh | 4,947 | $1.4M | 0.14% | -5.3% |
| 1656 | Brevan Howard Capital Management#1656 · 4,946 sh | 4,946 | $1.4M | 0.01% | New |
| 1657 | SMITH, MOORE#1657 · 4,943 sh | 4,943 | $1.4M | 0.09% | -0.9% |
| 1658 | SFMG#1658 · 4,933 sh | 4,933 | $1.4M | 0.08% | +1.4% |
| 1659 | 71 West Capital Partners#1659 · 4,902 sh | 4,902 | $1.4M | 0.05% | +77.9% |
| 1660 | Broderick Brian C#1660 · 4,901 sh | 4,901 | $1.4M | 0.21% | 0.0% |
| 1661 | Quent Capital#1661 · 4,901 sh | 4,901 | $1.4M | 0.08% | -1.8% |
| 1662 | Genesee Capital Advisors#1662 · 4,891 sh | 4,891 | $1.4M | — | -3.4% |
| 1663 | Ignite Planners#1663 · 4,884 sh | 4,884 | $1.4M | — | +13.6% |
| 1664 | DARK FOREST CAPITAL MANAGEMENT#1664 · 4,881 sh | 4,881 | $1.4M | 0.09% | New |
| 1665 | MCF Advisors#1665 · 4,879 sh | 4,879 | $1.4M | 0.05% | +3.2% |
| 1666 | Gilman Hill Asset Management#1666 · 4,859 sh | 4,859 | $1.4M | — | -6.0% |
| 1667 | WILLIAM JOHN SEMPOLINSKI#1667 · 4,850 sh | 4,850 | $1.4M | — | -38.1% |
| 1668 | SUMITOMO LIFE INSURANCE#1668 · 4,850 sh | 4,850 | $1.4M | 0.02% | -5.7% |
| 1669 | Twelve Points Wealth Management#1669 · 4,833 sh | 4,833 | $1.4M | 0.27% | -16.3% |
| 1670 | Crewe Advisors#1670 · 4,811 sh | 4,811 | $1.4M | 0.10% | +2.8% |
| 1671 | LEUTHOLD GROUP#1671 · 4,796 sh | 4,796 | $1.3M | 0.14% | -21.8% |
| 1672 | Leisure Capital Management#1672 · 4,791 sh | 4,791 | $1.3M | 0.42% | +5.0% |
| 1673 | BXM Wealth#1673 · 4,788 sh | 4,788 | $1.3M | 0.73% | +14.4% |
| 1674 | Provenance Wealth Advisors#1674 · 4,788 sh | 4,788 | $1.3M | 0.13% | +11.7% |
| 1675 | MATAURO#1675 · 4,787 sh | 4,787 | $1.3M | 0.18% | -8.9% |
| 1676 | Forum Financial Management#1676 · 4,782 sh | 4,782 | $1.3M | — | -2.2% |
| 1677 | YHB Investment Advisors#1677 · 4,782 sh | 4,782 | $1.3M | — | -8.5% |
| 1678 | Patriot Financial Group Insurance Agency#1678 · 4,788 sh | 4,788 | $1.3M | — | -52.8% |
| 1679 | Pekao Towarzystwo Funduszy Inwestycyjnych S.A.#1679 · 4,759 sh | 4,759 | $1.3M | 0.85% | +23.0% |
| 1680 | Alteri Wealth#1680 · 4,749 sh | 4,749 | $1.3M | 0.37% | -9.8% |
| 1681 | Gibbs Wealth Management#1681 · 4,745 sh | 4,745 | $1.3M | — | +123.4% |
| 1682 | TRUSTCO BANK N Y#1682 · 4,731 sh | 4,731 | $1.3M | 0.97% | +0.5% |
| 1683 | Interchange Capital Partners#1683 · 4,730 sh | 4,730 | $1.3M | 0.25% | +19.5% |
| 1684 | PROATHLETE WEALTH MANAGEMENT#1684 · 4,728 sh | 4,728 | $1.3M | — | +0.1% |
| 1685 | TRB Wealth Management#1685 · 4,713 sh | 4,713 | $1.3M | 0.18% | +1.6% |
| 1686 | Paragon Capital Management Ltd#1686 · 4,712 sh | 4,712 | $1.3M | — | -6.9% |
| 1687 | Etesian Wealth Advisors#1687 · 4,711 sh | 4,711 | $1.3M | — | -3.0% |
| 1688 | Piedmont Capital Management#1688 · 4,601 sh | 4,601 | $1.3M | 0.67% | -2.5% |
| 1689 | THURSTON, SPRINGER, MILLER, HERD & TITAK#1689 · 4,700 sh | 4,700 | $1.3M | — | +80.1% |
| 1690 | Westfuller Advisors#1690 · 4,702 sh | 4,702 | $1.3M | 0.48% | +0.4% |
| 1691 | WORLD EQUITY GROUP#1691 · 4,693 sh | 4,693 | $1.3M | — | -1.5% |
| 1692 | MRWM Advisors#1692 · 4,693 sh | 4,693 | $1.3M | 0.54% | -5.4% |
| 1693 | Severin Investments#1693 · 4,692 sh | 4,692 | $1.3M | 0.99% | +22.0% |
| 1694 | CRA Financial Services#1694 · 4,688 sh | 4,688 | $1.3M | — | -3.9% |
| 1695 | Wealth Architects#1695 · 4,686 sh | 4,686 | $1.3M | 0.10% | +1.8% |
| 1696 | OXFORD FINANCIAL GROUP, LTD.#1696 · 4,681 sh | 4,681 | $1.3M | 0.07% | -3.6% |
| 1697 | COWA#1697 · 4,676 sh | 4,676 | $1.3M | 0.33% | -0.8% |
| 1698 | Richmond Brothers#1698 · 4,674 sh | 4,674 | $1.3M | 0.68% | New |
| 1699 | Bath Savings#1699 · 4,668 sh | 4,668 | $1.3M | — | +5.3% |
| 1700 | Operose Advisors#1700 · 4,666 sh | 4,666 | $1.3M | 0.25% | -3.5% |
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.