INTERNATIONAL BUSINESS MACHINES CORP (IBM) — Institutional Holders, Q2 2026 (page 18)
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 1,701 to 1,800. 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 1,701–1,800 of 3,654
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1701 | EQUITABLE#1701 · 4,664 sh | 4,664 | $1.3M | — | +1.1% |
| 1702 | Heritage Wealth Advisors#1702 · 4,661 sh | 4,661 | $1.3M | 0.04% | +10.7% |
| 1703 | SOA Wealth Advisors#1703 · 4,652 sh | 4,652 | $1.3M | 0.21% | +28.1% |
| 1704 | Kathmere Capital Management#1704 · 4,643 sh | 4,643 | $1.3M | — | +29.9% |
| 1705 | one8zero8#1705 · 4,627 sh | 4,627 | $1.3M | 0.26% | -8.4% |
| 1706 | Winthrop Advisory Group#1706 · 4,626 sh | 4,626 | $1.3M | — | +11.7% |
| 1707 | BYRNE FINANCIAL FREEDOM#1707 · 4,622 sh | 4,622 | $1.3M | 0.51% | +3.2% |
| 1708 | Capital Advisors, Ltd.#1708 · 4,605 sh | 4,605 | $1.3M | 0.13% | -1.1% |
| 1709 | Walser Wealth Management Company, A Ltd Liability#1709 · 4,592 sh | 4,592 | $1.3M | — | +119.2% |
| 1710 | Powell Investment Advisors#1710 · 4,588 sh | 4,588 | $1.3M | — | 0.0% |
| 1711 | TI#1711 · 4,580 sh | 4,580 | $1.3M | — | +1.9% |
| 1712 | Olistico Wealth#1712 · 4,580 sh | 4,580 | $1.3M | — | 0.0% |
| 1713 | Guilbault Capital#1713 · 4,567 sh | 4,567 | $1.3M | 1.29% | -3.5% |
| 1714 | Plotkin Financial Advisors#1714 · 4,552 sh | 4,552 | $1.3M | 0.53% | 0.0% |
| 1715 | FORTERIS WEALTH MANAGEMENT#1715 · 4,539 sh | 4,539 | $1.3M | — | -0.2% |
| 1716 | Zullo Investment Group#1716 · 4,538 sh | 4,538 | $1.3M | — | -3.0% |
| 1717 | Resonant Capital Advisors#1717 · 4,535 sh | 4,535 | $1.3M | — | +16.8% |
| 1718 | CORNERSTONE ADVISORS ASSET MANAGEMENT#1718 · 4,529 sh | 4,529 | $1.3M | 0.17% | -8.1% |
| 1719 | CHESAPEAKE ASSET MANAGEMENT#1719 · 4,525 sh | 4,525 | $1.3M | 0.97% | +0.2% |
| 1720 | Reflection Asset Management#1720 · 4,523 sh | 4,523 | $1.3M | 0.59% | +1.1% |
| 1721 | L. Roy Papp & Associates, LLP#1721 · 4,518 sh | 4,518 | $1.3M | — | -12.2% |
| 1722 | Argent Advisors#1722 · 4,515 sh | 4,515 | $1.3M | 0.32% | +3.6% |
| 1723 | PURSUIT WEALTH STRATEGIES#1723 · 4,505 sh | 4,505 | $1.3M | 1.65% | +0.1% |
| 1724 | ENTERPRISE FINANCIAL SERVICES#1724 · 4,495 sh | 4,495 | $1.3M | 0.52% | +2.7% |
| 1725 | Aviance Capital Partners#1725 · 4,495 sh | 4,495 | $1.3M | 0.13% | +17.9% |
| 1726 | GWN SECURITIES#1726 · 4,494 sh | 4,494 | $1.3M | 0.21% | +2.3% |
| 1727 | PKS Advisory Services#1727 · 4,492 sh | 4,492 | $1.3M | — | +10.6% |
| 1728 | Lafayette Investments#1728 · 4,492 sh | 4,492 | $1.3M | 0.23% | +4.7% |
| 1729 | City State Bank#1729 · 4,488 sh | 4,488 | $1.3M | — | +13.7% |
| 1730 | Rossby Financial, LCC#1730 · 4,501 sh | 4,501 | $1.3M | 0.23% | +113.6% |
| 1731 | ROMAN BUTLER FULLERTON#1731 · 4,343 sh | 4,343 | $1.3M | — | -2.0% |
| 1732 | CAPE ANN SAVINGS BANK#1732 · 4,479 sh | 4,479 | $1.3M | 0.59% | -0.2% |
| 1733 | Uniting Wealth Partners#1733 · 4,473 sh | 4,473 | $1.3M | 0.26% | -16.0% |
| 1734 | First Bancorp#1734 · 4,473 sh | 4,473 | $1.3M | — | +11.3% |
| 1735 | CASTLEKEEP INVESTMENT ADVISORS#1735 · 4,472 sh | 4,472 | $1.3M | 0.63% | -6.1% |
| 1736 | VICUS CAPITAL#1736 · 4,467 sh | 4,467 | $1.3M | 0.08% | -6.4% |
| 1737 | Gateway Wealth Partners#1737 · 4,466 sh | 4,466 | $1.3M | 0.08% | -37.4% |
| 1738 | ROGCO#1738 · 4,463 sh | 4,463 | $1.3M | 0.38% | +0.7% |
| 1739 | Sovereign Financial Group#1739 · 4,459 sh | 4,459 | $1.3M | 0.19% | -5.6% |
| 1740 | WEATHERLY ASSET MANAGEMENT L. P.#1740 · 4,444 sh | 4,444 | $1.2M | — | -0.4% |
| 1741 | BANK OF STOCKTON#1741 · 4,433 sh | 4,433 | $1.2M | — | +1.9% |
| 1742 | Capstone Capital Management Ltd#1742 · 4,430 sh | 4,430 | $1.2M | — | New |
| 1743 | Persium Advisors#1743 · 4,418 sh | 4,418 | $1.2M | — | +17.4% |
| 1744 | West Family Investments#1744 · 4,412 sh | 4,412 | $1.2M | 0.36% | +20.8% |
| 1745 | PROMETHIUM ADVISORS#1745 · 4,405 sh | 4,405 | $1.2M | — | -0.7% |
| 1746 | LYELL WEALTH MANAGEMENT#1746 · 4,404 sh | 4,404 | $1.2M | 0.08% | +56.2% |
| 1747 | Cornerstone Advisory#1747 · 4,400 sh | 4,400 | $1.2M | 0.10% | +1.2% |
| 1748 | Clark Wealth Partners#1748 · 4,399 sh | 4,399 | $1.2M | — | -4.3% |
| 1749 | OneAscent Financial Services#1749 · 4,397 sh | 4,397 | $1.2M | 0.06% | -3.9% |
| 1750 | MATRIX PRIVATE CAPITAL GROUP#1750 · 4,393 sh | 4,393 | $1.2M | 0.54% | 0.0% |
| 1751 | LIBERTY WEALTH MANAGEMENT#1751 · 5,095 sh | 5,095 | $1.2M | 0.15% | 0.0% |
| 1752 | Baader Bank Aktiengesellschaft#1752 · 4,384 sh | 4,384 | $1.2M | 0.09% | -2.8% |
| 1753 | Citizens Business Bank#1753 · 4,377 sh | 4,377 | $1.2M | 0.19% | +50.3% |
| 1754 | William B. Walkup & Associates#1754 · 4,373 sh | 4,373 | $1.2M | 0.59% | -0.8% |
| 1755 | TrueWealth Advisors#1755 · 4,372 sh | 4,372 | $1.2M | — | +0.1% |
| 1756 | Fortitude Advisory Group L.L.C.#1756 · 4,371 sh | 4,371 | $1.2M | — | +10.1% |
| 1757 | NVWM#1757 · 4,369 sh | 4,369 | $1.2M | — | -1.1% |
| 1758 | Dempze Nancy E#1758 · 4,360 sh | 4,360 | $1.2M | 0.59% | -20.1% |
| 1759 | FIRST HAWAIIAN BANK#1759 · 4,352 sh | 4,352 | $1.2M | — | 0.0% |
| 1760 | Lavaca Capital#1760 · 4,351 sh | 4,351 | $1.2M | 0.12% | +8.5% |
| 1761 | Thoma Capital Management#1761 · 4,343 sh | 4,343 | $1.2M | — | -3.5% |
| 1762 | LCNB#1762 · 4,343 sh | 4,343 | $1.2M | 0.37% | -7.9% |
| 1763 | McGlone Suttner Wealth Management#1763 · 4,341 sh | 4,341 | $1.2M | — | +0.9% |
| 1764 | Drum Hill Capital#1764 · 4,334 sh | 4,334 | $1.2M | — | +4.0% |
| 1765 | Strategic Financial Services#1765 · 4,332 sh | 4,332 | $1.2M | 0.05% | 0.0% |
| 1766 | VEGA INVESTMENT SOLUTIONS#1766 · 4,330 sh | 4,330 | $1.2M | 0.17% | +4.2% |
| 1767 | Gallagher Fiduciary Advisors#1767 · 4,329 sh | 4,329 | $1.2M | 0.04% | -2.6% |
| 1768 | ForthRight Wealth Management#1768 · 4,327 sh | 4,327 | $1.2M | 0.31% | +2.4% |
| 1769 | CHILDRESS CAPITAL ADVISORS#1769 · 4,302 sh | 4,302 | $1.2M | 0.20% | +5.8% |
| 1770 | Hedges Asset Management#1770 · 4,300 sh | 4,300 | $1.2M | 0.79% | — |
| 1771 | Permanent Capital Management#1771 · 4,298 sh | 4,298 | $1.2M | 0.16% | +133.7% |
| 1772 | Blue Chip Partners#1772 · 4,277 sh | 4,277 | $1.2M | 0.08% | +9.7% |
| 1773 | CORDA Investment Management#1773 · 4,273 sh | 4,273 | $1.2M | — | -3.2% |
| 1774 | R.M.SINCERBEAUX CAPITAL MANAGEMENT#1774 · 4,273 sh | 4,273 | $1.2M | 0.64% | -6.6% |
| 1775 | Breakwater Capital Group#1775 · 4,269 sh | 4,269 | $1.2M | — | -12.8% |
| 1776 | Nicholas Wealth#1776 · 4,261 sh | 4,261 | $1.2M | — | +6.2% |
| 1777 | Tempo Wealth#1777 · 4,258 sh | 4,258 | $1.2M | — | +4.1% |
| 1778 | WALLED LAKE PLANNING & WEALTH MANAGEMENT#1778 · 4,251 sh | 4,251 | $1.2M | 0.30% | -1.8% |
| 1779 | Cranbrook Wealth Management#1779 · 4,238 sh | 4,238 | $1.2M | 0.22% | 0.0% |
| 1780 | Maple Capital Management#1780 · 4,219 sh | 4,219 | $1.2M | 0.07% | 0.0% |
| 1781 | EARNED WEALTH ADVISORS#1781 · 4,216 sh | 4,216 | $1.2M | 0.08% | -13.6% |
| 1782 | Joseph P. Lucia & Associates#1782 · 4,214 sh | 4,214 | $1.2M | 0.36% | +5.8% |
| 1783 | ATWOOD & PALMER#1783 · 4,200 sh | 4,200 | $1.2M | — | -0.1% |
| 1784 | BBR PARTNERS#1784 · 4,198 sh | 4,198 | $1.2M | 0.06% | -0.1% |
| 1785 | Delos Wealth Advisors#1785 · 4,193 sh | 4,193 | $1.2M | 0.60% | +0.7% |
| 1786 | Charles Schwab#1786 · 4,175 sh | 4,175 | $1.2M | — | -9.6% |
| 1787 | Greenspring Advisors#1787 · 4,172 sh | 4,172 | $1.2M | 0.07% | +1.7% |
| 1788 | ARROW FINANCIAL#1788 · 4,164 sh | 4,164 | $1.2M | — | 0.0% |
| 1789 | Legacy Private#1789 · 4,145 sh | 4,145 | $1.2M | — | -0.6% |
| 1790 | Sandy Cove Advisors#1790 · 4,144 sh | 4,144 | $1.2M | 0.29% | +25.5% |
| 1791 | Weaver Capital Management#1791 · 4,798 sh | 4,798 | $1.2M | — | 0.0% |
| 1792 | Curbstone Financial Management#1792 · 4,128 sh | 4,128 | $1.2M | — | +9.3% |
| 1793 | Portside Wealth Group#1793 · 4,120 sh | 4,120 | $1.2M | — | -22.4% |
| 1794 | LexAurum Advisors#1794 · 4,120 sh | 4,120 | $1.2M | — | -7.7% |
| 1795 | BANYAN CAPITAL MANAGEMENT#1795 · 4,112 sh | 4,112 | $1.2M | 0.50% | -1.8% |
| 1796 | Avail Investment Partners#1796 · 4,111 sh | 4,111 | $1.2M | — | +25.8% |
| 1797 | WINCAP FINANCIAL#1797 · 4,099 sh | 4,099 | $1.2M | — | +4.6% |
| 1798 | Sunburst Financial Group#1798 · 4,093 sh | 4,093 | $1.2M | — | 0.0% |
| 1799 | FOCUSED ALPHA#1799 · 4,090 sh | 4,090 | $1.2M | — | -1.8% |
| 1800 | Stonebridge Financial Group#1800 · 4,084 sh | 4,084 | $1.1M | — | -13.3% |
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.