INTERNATIONAL BUSINESS MACHINES CORP (IBM) — Institutional Holders, Q2 2026 (page 20)
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 1,901 to 2,000. 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 1,901–2,000 of 3,654
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1901 | Marietta Wealth Management#1901 · 3,579 sh | 3,579 | $1.0M | — | +3.7% |
| 1902 | SAXON INTERESTS#1902 · 3,579 sh | 3,579 | $1.0M | — | -10.5% |
| 1903 | Jackson, Grant Investment Advisers#1903 · 3,576 sh | 3,576 | $1.0M | 0.31% | +0.1% |
| 1904 | UNIVEST FINANCIAL#1904 · 3,575 sh | 3,575 | $1.0M | 0.05% | +39.7% |
| 1905 | Alliance Wealth Advisors#1905 · 3,575 sh | 3,575 | $1.0M | 0.19% | -32.5% |
| 1906 | Abacus Planning Group#1906 · 3,575 sh | 3,575 | $1.0M | 0.12% | +1.4% |
| 1907 | HORIZON KINETICS ASSET MANAGEMENT#1907 · 3,570 sh | 3,570 | $1.0M | 0.01% | -0.4% |
| 1908 | TrueNorth#1908 · 3,566 sh | 3,566 | $1.0M | 0.06% | +29.0% |
| 1909 | BASSO CAPITAL MANAGEMENT, L.P.#1909 · 3,551 sh | 3,551 | $998.6K | 0.21% | -8.6% |
| 1910 | PEOPLES FINANCIAL SERVICES#1910 · 3,543 sh | 3,543 | $996.3K | — | -1.4% |
| 1911 | Thompson David Blair#1911 · 3,542 sh | 3,542 | $996.0K | 0.50% | New |
| 1912 | Biltmore Family Office#1912 · 3,536 sh | 3,536 | $994.4K | 0.13% | -3.5% |
| 1913 | MITCHELL SINKLER & STARR#1913 · 3,530 sh | 3,530 | $992.7K | — | +0.4% |
| 1914 | INVESTMENT ADVISORY SERVICES /TX#1914 · 3,529 sh | 3,529 | $992.4K | — | +0.7% |
| 1915 | MIDDLETON#1915 · 3,522 sh | 3,522 | $990.4K | — | +98.2% |
| 1916 | Intergy Private Wealth#1916 · 3,514 sh | 3,514 | $988.2K | — | +1.4% |
| 1917 | South Dakota Investment Council#1917 · 3,514 sh | 3,514 | $988.0K | 0.02% | -2.8% |
| 1918 | Indiana & Investment Management#1918 · 3,510 sh | 3,510 | $987.0K | — | 0.0% |
| 1919 | Symphony Financial, Ltd.#1919 · 3,539 sh | 3,539 | $986.4K | — | +44.3% |
| 1920 | WRIGHT INVESTORS SERVICE#1920 · 3,503 sh | 3,503 | $985.1K | 0.27% | -36.1% |
| 1921 | MONETTA FINANCIAL SERVICES#1921 · 3,500 sh | 3,500 | $984.2K | 0.66% | New |
| 1922 | Institute for Wealth Management#1922 · 3,500 sh | 3,500 | $984.2K | 0.09% | +1.0% |
| 1923 | CWC Advisors#1923 · 3,498 sh | 3,498 | $983.7K | — | +1.9% |
| 1924 | Torrey Growth & Income Advisors#1924 · 3,530 sh | 3,530 | $983.4K | 0.33% | -5.4% |
| 1925 | Alessandra Capital Management#1925 · 3,490 sh | 3,490 | $981.4K | 0.69% | -32.7% |
| 1926 | Rakuten Securities#1926 · 3,488 sh | 3,488 | $980.9K | 0.23% | +154.2% |
| 1927 | ASHTON THOMAS SECURITIES#1927 · 3,528 sh | 3,528 | $979.5K | — | +7.9% |
| 1928 | BROWN, LISLE/CUMMINGS#1928 · 3,481 sh | 3,481 | $978.9K | — | +20.1% |
| 1929 | Berkshire Bank#1929 · 3,476 sh | 3,476 | $977.5K | 0.19% | +0.5% |
| 1930 | Secure Asset Management#1930 · 3,476 sh | 3,476 | $977.4K | — | -10.4% |
| 1931 | DT Investment Partners#1931 · 3,464 sh | 3,464 | $974.1K | — | 0.0% |
| 1932 | LMG Wealth Partners#1932 · 3,464 sh | 3,464 | $974.1K | 0.16% | 0.0% |
| 1933 | Gerber Kawasaki Wealth & Investment Management#1933 · 3,462 sh | 3,462 | $973.7K | 0.03% | -64.4% |
| 1934 | Capital Investment Counsel#1934 · 3,460 sh | 3,460 | $973.0K | — | -1.6% |
| 1935 | BSW Wealth Partners#1935 · 3,460 sh | 3,460 | $973.0K | 0.11% | -1.1% |
| 1936 | Francis Financial#1936 · 3,446 sh | 3,446 | $969.0K | 0.16% | +1.4% |
| 1937 | Tannin Capital#1937 · 3,443 sh | 3,443 | $968.2K | 0.64% | -0.1% |
| 1938 | Xcel Wealth Management#1938 · 3,437 sh | 3,437 | $966.5K | — | +32.2% |
| 1939 | REBALANCE#1939 · 3,435 sh | 3,435 | $966.0K | — | 0.0% |
| 1940 | Embree Financial Group#1940 · 3,428 sh | 3,428 | $963.9K | — | +5.5% |
| 1941 | Family Management#1941 · 3,427 sh | 3,427 | $963.7K | 0.10% | +5.0% |
| 1942 | AA Financial Advisors#1942 · 3,422 sh | 3,422 | $962.4K | — | +24.5% |
| 1943 | Creekside Partners#1943 · 3,414 sh | 3,414 | $960.0K | 0.35% | +0.1% |
| 1944 | BONTEMPO OHLY CAPITAL MGMT#1944 · 3,413 sh | 3,413 | $959.8K | 0.41% | -8.7% |
| 1945 | Financial Sense Advisors#1945 · 3,408 sh | 3,408 | $958.5K | 0.19% | +0.4% |
| 1946 | INVESTMENT PARTNERS, LTD.#1946 · 3,408 sh | 3,408 | $958.4K | 0.30% | -0.6% |
| 1947 | Weil Company#1947 · 3,407 sh | 3,407 | $958.1K | — | +2.3% |
| 1948 | LEDERER & ASSOCIATES INVESTMENT COUNSEL#1948 · 3,406 sh | 3,406 | $958.0K | — | +34.5% |
| 1949 | Mill Capital Management#1949 · 3,405 sh | 3,405 | $957.5K | — | 0.0% |
| 1950 | Wellspring Financial Advisors#1950 · 3,401 sh | 3,401 | $956.4K | 0.06% | -1.0% |
| 1951 | Fort Point Capital Partners#1951 · 3,395 sh | 3,395 | $954.7K | 0.07% | 0.0% |
| 1952 | Strategic Financial Concepts#1952 · 3,389 sh | 3,389 | $952.9K | 0.28% | -9.1% |
| 1953 | Grant Private Wealth Management#1953 · 3,385 sh | 3,385 | $951.8K | — | +14.9% |
| 1954 | TABLEAUX#1954 · 3,381 sh | 3,381 | $950.8K | — | -17.5% |
| 1955 | Clear Harbor Asset Management#1955 · 3,374 sh | 3,374 | $948.8K | 0.06% | -3.4% |
| 1956 | CLG#1956 · 3,366 sh | 3,366 | $946.7K | — | +3.6% |
| 1957 | B.O.S.S. Retirement Advisors#1957 · 3,365 sh | 3,365 | $946.3K | — | +0.9% |
| 1958 | TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA#1958 · 3,352 sh | 3,352 | $942.6K | 0.27% | +6.1% |
| 1959 | Visionary Wealth Advisors#1959 · 3,352 sh | 3,352 | $942.6K | 0.04% | -0.3% |
| 1960 | LaSalle St. Investment Advisors#1960 · 3,348 sh | 3,348 | $941.6K | 0.12% | -1.1% |
| 1961 | Southeast Asset Advisors#1961 · 3,344 sh | 3,344 | $940.4K | 0.10% | 0.0% |
| 1962 | PRELUDE CAPITAL MANAGEMENT#1962 · 3,342 sh | 3,342 | $939.8K | 0.07% | New |
| 1963 | Peak Asset Management#1963 · 3,339 sh | 3,339 | $939.0K | 0.14% | +6.3% |
| 1964 | Bouchey Financial Group Ltd#1964 · 3,336 sh | 3,336 | $938.3K | 0.06% | +8.5% |
| 1965 | PALISADE CAPITAL MANAGEMENT#1965 · 3,333 sh | 3,333 | $937.3K | 0.04% | -2.0% |
| 1966 | Manske Wealth Management#1966 · 3,330 sh | 3,330 | $936.5K | — | -0.1% |
| 1967 | Gilbert & Cook#1967 · 3,324 sh | 3,324 | $934.7K | 0.11% | -4.6% |
| 1968 | WIMMER ASSOCIATES 1#1968 · 3,323 sh | 3,323 | $934.5K | 0.42% | -3.9% |
| 1969 | Pasadena Private Wealth#1969 · 3,321 sh | 3,321 | $933.9K | 0.12% | +9.2% |
| 1970 | Geometric Wealth Advisors#1970 · 3,320 sh | 3,320 | $933.6K | 0.10% | +0.6% |
| 1971 | TRED AVON FAMILY WEALTH#1971 · 3,314 sh | 3,314 | $931.9K | — | -1.0% |
| 1972 | ABN AMRO Bank N.V.#1972 · 3,318 sh | 3,318 | $931.8K | 0.01% | +82.9% |
| 1973 | Virtue Capital Management#1973 · 3,311 sh | 3,311 | $931.1K | 0.12% | +33.1% |
| 1974 | Tripletail Wealth Management#1974 · 3,213 sh | 3,213 | $930.2K | 1.07% | -2.3% |
| 1975 | Houlihan Financial Resource Group, Ltd.#1975 · 3,305 sh | 3,305 | $929.7K | 0.33% | -2.9% |
| 1976 | DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.#1976 · 3,300 sh | 3,300 | $928.0K | 0.04% | New |
| 1977 | Stonebridge Financial Group#1977 · 3,299 sh | 3,299 | $927.0K | 0.13% | — |
| 1978 | Roof Eidam Maycock Peralta#1978 · 3,295 sh | 3,295 | $926.6K | — | 0.0% |
| 1979 | BlueSky Wealth Advisors#1979 · 3,286 sh | 3,286 | $924.1K | 0.11% | -3.8% |
| 1980 | Boston Walden#1980 · 3,285 sh | 3,285 | $923.8K | <0.01% | 0.0% |
| 1981 | Relyea Zuckerberg Hanson#1981 · 3,280 sh | 3,280 | $922.2K | — | +5.6% |
| 1982 | CARDIFF PARK ADVISORS#1982 · 3,277 sh | 3,277 | $921.4K | 0.07% | 0.0% |
| 1983 | Northside Capital Management#1983 · 3,276 sh | 3,276 | $921.2K | — | -5.9% |
| 1984 | WealthSpring Partners#1984 · 3,276 sh | 3,276 | $921.2K | — | +1.4% |
| 1985 | Blossom Wealth Management#1985 · 3,270 sh | 3,270 | $919.6K | 1.30% | -3.1% |
| 1986 | BOSTON RESEARCH & MANAGEMENT#1986 · 3,260 sh | 3,260 | $916.9K | 0.20% | 0.0% |
| 1987 | BANK OF HAWAII#1987 · 3,258 sh | 3,258 | $916.2K | 0.05% | +52.4% |
| 1988 | W.G. Shaheen & Associates DBA Whitney#1988 · 3,255 sh | 3,255 | $915.4K | 0.07% | -2.3% |
| 1989 | Vienna Asset Management#1989 · 3,254 sh | 3,254 | $915.1K | 0.64% | New |
| 1990 | HARBOR ADVISORY#1990 · 3,236 sh | 3,236 | $910.0K | 0.24% | 0.0% |
| 1991 | Garden State Investment Advisory Services#1991 · 3,231 sh | 3,231 | $908.7K | 0.16% | +202.8% |
| 1992 | Phillips Wealth Planners#1992 · 2,960 sh | 2,960 | $906.1K | 0.67% | -0.4% |
| 1993 | G&S Capital#1993 · 3,213 sh | 3,213 | $903.6K | — | -75.1% |
| 1994 | Frisch Financial Group#1994 · 3,211 sh | 3,211 | $903.0K | 0.15% | -0.2% |
| 1995 | WBH ADVISORY#1995 · 3,181 sh | 3,181 | $894.4K | 0.06% | +12.4% |
| 1996 | Gallacher Capital Management#1996 · 3,180 sh | 3,180 | $894.2K | 0.50% | +2.3% |
| 1997 | Long Island Wealth Management#1997 · 3,175 sh | 3,175 | $892.8K | — | -19.8% |
| 1998 | LightSquare Wealth Management#1998 · 3,170 sh | 3,170 | $891.4K | 0.61% | +7.1% |
| 1999 | OAK HARBOR WEALTH PARTNERS#1999 · 3,162 sh | 3,162 | $889.2K | 0.33% | -6.0% |
| 2000 | Decker Wealth Management#2000 · 3,160 sh | 3,160 | $888.6K | — | -84.5% |
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.