INTERNATIONAL BUSINESS MACHINES CORP (IBM) — Institutional Holders, Q2 2026 (page 21)
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 2,001 to 2,100. 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 2,001–2,100 of 3,654
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2001 | Monte Financial Group#2001 · 3,966 sh | 3,966 | $887.0K | 0.28% | -3.4% |
| 2002 | Port Capital#2002 · 3,153 sh | 3,153 | $886.7K | 0.04% | -0.7% |
| 2003 | Bedel Financial Consulting#2003 · 3,151 sh | 3,151 | $886.2K | 0.08% | -0.9% |
| 2004 | GAINLINE FINANCIAL PARTNERS#2004 · 3,151 sh | 3,151 | $886.1K | — | — |
| 2005 | GREENWOOD GEARHART#2005 · 3,151 sh | 3,151 | $886.1K | 0.04% | +13.5% |
| 2006 | First Western Bank#2006 · 3,151 sh | 3,151 | $886.1K | 0.04% | -3.5% |
| 2007 | Stokes Family Office#2007 · 3,148 sh | 3,148 | $885.4K | 0.10% | -21.0% |
| 2008 | Carlton Hofferkamp & Jenks Wealth Management#2008 · 4,302 sh | 4,302 | $885.2K | — | 0.0% |
| 2009 | Hemenway#2009 · 3,147 sh | 3,147 | $885.0K | 0.06% | -2.1% |
| 2010 | TITLEIST ASSET MANAGEMENT#2010 · 3,147 sh | 3,147 | $884.9K | — | +14.5% |
| 2011 | Allred Capital Management#2011 · 3,147 sh | 3,147 | $884.9K | 0.29% | -0.1% |
| 2012 | SITTNER & NELSON#2012 · 3,145 sh | 3,145 | $884.5K | 0.28% | +3.3% |
| 2013 | Cromwell#2013 · 3,136 sh | 3,136 | $881.9K | 0.40% | +14.3% |
| 2014 | Vanguard National#2014 · 3,135 sh | 3,135 | $881.6K | 0.05% | +35.7% |
| 2015 | MV CAPITAL MANAGEMENT#2015 · 3,135 sh | 3,135 | $881.5K | 0.08% | +0.5% |
| 2016 | COUNTRY BANK#2016 · 3,133 sh | 3,133 | $881.0K | 0.02% | -1.8% |
| 2017 | Nemes Rush Group#2017 · 3,130 sh | 3,130 | $880.1K | 0.07% | +0.7% |
| 2018 | Advance Capital Management#2018 · 3,127 sh | 3,127 | $879.2K | 0.03% | +17.7% |
| 2019 | Center for Financial Planning#2019 · 3,124 sh | 3,124 | $878.6K | — | -0.7% |
| 2020 | First Command Advisory Services#2020 · 3,121 sh | 3,121 | $877.7K | <0.01% | -10.1% |
| 2021 | LVZ#2021 · 3,119 sh | 3,119 | $877.1K | — | +3.6% |
| 2022 | FINANCIAL MANAGEMENT NETWORK#2022 · 4,122 sh | 4,122 | $876.7K | — | +41.9% |
| 2023 | Umpqua Bank#2023 · 3,116 sh | 3,116 | $876.3K | 0.20% | +1.2% |
| 2024 | SYM FINANCIAL#2024 · 3,102 sh | 3,102 | $872.3K | — | +2.8% |
| 2025 | Keebeck Wealth Management#2025 · 3,097 sh | 3,097 | $870.9K | 0.09% | +13.6% |
| 2026 | Montz Harcus Wealth Management#2026 · 3,096 sh | 3,096 | $870.6K | — | +1.7% |
| 2027 | Alliance Private Wealth#2027 · 3,091 sh | 3,091 | $869.2K | — | -9.4% |
| 2028 | ARMSTRONG ADVISORY GROUP#2028 · 3,085 sh | 3,085 | $867.6K | — | +0.1% |
| 2029 | Goldstone Financial Group#2029 · 3,085 sh | 3,085 | $867.6K | 0.08% | +1.7% |
| 2030 | Key FInancial#2030 · 3,084 sh | 3,084 | $867.3K | 0.14% | -2.4% |
| 2031 | Auxano Advisors#2031 · 3,075 sh | 3,075 | $864.8K | 0.16% | +0.2% |
| 2032 | Ridge Creek Global#2032 · 3,075 sh | 3,075 | $864.7K | 0.67% | New |
| 2033 | Camarda Financial Advisors#2033 · 3,074 sh | 3,074 | $864.4K | 0.26% | -0.1% |
| 2034 | REIK#2034 · 3,072 sh | 3,072 | $863.9K | 0.23% | 0.0% |
| 2035 | Elevated Capital Advisors#2035 · 3,071 sh | 3,071 | $863.6K | 0.24% | -44.7% |
| 2036 | POM Investment Strategies#2036 · 3,069 sh | 3,069 | $863.1K | — | +59.1% |
| 2037 | LRI Investments#2037 · 3,057 sh | 3,057 | $859.8K | 0.07% | +0.9% |
| 2038 | Purpose Unlimited#2038 · 3,057 sh | 3,057 | $859.7K | 0.03% | -0.6% |
| 2039 | CLARK ESTATES#2039 · 3,055 sh | 3,055 | $859.1K | 0.20% | 0.0% |
| 2040 | RM Financial Services#2040 · 3,055 sh | 3,055 | $859.1K | 0.64% | -2.8% |
| 2041 | Disciplined Investors, L.L.C.#2041 · 3,054 sh | 3,054 | $858.7K | 0.43% | New |
| 2042 | CENTRAL VALLEY ADVISORS#2042 · 3,052 sh | 3,052 | $858.5K | 0.22% | +1.8% |
| 2043 | APPLETON PARTNERS#2043 · 3,052 sh | 3,052 | $858.0K | 0.05% | +2.0% |
| 2044 | Lynx Investment Advisory#2044 · 3,050 sh | 3,050 | $857.6K | 0.28% | +36.0% |
| 2045 | Triangle Securities Wealth Management#2045 · 3,267 sh | 3,267 | $856.6K | — | +103.8% |
| 2046 | SOUTH PLAINS FINANCIAL#2046 · 3,046 sh | 3,046 | $856.5K | 0.46% | +9.5% |
| 2047 | E&G Advisors#2047 · 3,040 sh | 3,040 | $854.9K | — | +1.7% |
| 2048 | ESL Services#2048 · 3,040 sh | 3,040 | $854.9K | 0.15% | 0.0% |
| 2049 | HBW Advisory Services#2049 · 3,033 sh | 3,033 | $852.8K | — | -1.7% |
| 2050 | Advisor Resource Council#2050 · 2,859 sh | 2,859 | $852.7K | 0.24% | +1.7% |
| 2051 | Broadway Wealth Solutions#2051 · 3,029 sh | 3,029 | $851.9K | — | +0.2% |
| 2052 | DIVERSIFIED MANAGEMENT#2052 · 3,027 sh | 3,027 | $851.1K | — | -46.9% |
| 2053 | Congress Park Capital#2053 · 3,023 sh | 3,023 | $850.1K | — | -32.4% |
| 2054 | Summit Global Investments#2054 · 3,022 sh | 3,022 | $850.0K | 0.05% | -31.1% |
| 2055 | INSIGHT 2811#2055 · 3,021 sh | 3,021 | $849.5K | 0.33% | 0.0% |
| 2056 | OneAscent Family Office#2056 · 3,010 sh | 3,010 | $846.5K | 0.43% | +44.6% |
| 2057 | Graves-Light Private Wealth Management#2057 · 3,003 sh | 3,003 | $844.4K | — | 0.0% |
| 2058 | WIREGRASS INVESTMENT MANAGEMENT#2058 · 3,001 sh | 3,001 | $844.0K | 0.58% | -3.5% |
| 2059 | DAVIDSON#2059 · 3,000 sh | 3,000 | $843.6K | — | +2.5% |
| 2060 | SPROTT#2060 · 3,000 sh | 3,000 | $843.6K | 0.03% | New |
| 2061 | KELLY LAWRENCE W & ASSOCIATES#2061 · 3,000 sh | 3,000 | $843.6K | 0.18% | 0.0% |
| 2062 | MBM WEALTH CONSULTANTS#2062 · 2,992 sh | 2,992 | $841.5K | — | +17.2% |
| 2063 | Legacy Capital Group California#2063 · 2,989 sh | 2,989 | $840.5K | 0.25% | -35.6% |
| 2064 | NOVARE CAPITAL MANAGEMENT#2064 · 2,988 sh | 2,988 | $840.2K | 0.06% | +8.0% |
| 2065 | Brendel Financial Advisors#2065 · 2,983 sh | 2,983 | $838.9K | 0.39% | -81.4% |
| 2066 | FORM Wealth Advisors#2066 · 2,982 sh | 2,982 | $838.6K | — | 0.0% |
| 2067 | of the South#2067 · 2,981 sh | 2,981 | $838.3K | — | -7.7% |
| 2068 | SOMERVILLE KURT F#2068 · 2,980 sh | 2,980 | $838.0K | 0.20% | 0.0% |
| 2069 | Plante Moran Financial Advisors#2069 · 2,971 sh | 2,971 | $835.5K | 0.04% | -0.8% |
| 2070 | ENDEAVOR PRIVATE WEALTH#2070 · 2,967 sh | 2,967 | $834.3K | 0.20% | -1.0% |
| 2071 | STRATEGY ASSET MANAGERS#2071 · 2,958 sh | 2,958 | $831.9K | — | -0.6% |
| 2072 | LODESTAR PRIVATE ASSET MANAGEMENT#2072 · 2,949 sh | 2,949 | $829.2K | — | -0.2% |
| 2073 | Commonwealth Financial Services#2073 · 2,946 sh | 2,946 | $828.5K | — | +2.7% |
| 2074 | Magnus Financial Group#2074 · 2,945 sh | 2,945 | $828.1K | — | -12.2% |
| 2075 | WALTER & KEENAN WEALTH MANAGEMENT /IN#2075 · 2,942 sh | 2,942 | $827.3K | 0.20% | +10.8% |
| 2076 | Capital Advisors Wealth Management#2076 · 2,941 sh | 2,941 | $827.0K | — | -3.8% |
| 2077 | Harbour & Investment Management#2077 · 2,940 sh | 2,940 | $826.8K | 0.08% | -1.9% |
| 2078 | PROFESSIONAL ADVISORY SERVICES#2078 · 2,933 sh | 2,933 | $825.0K | — | 0.0% |
| 2079 | Bull Harbor Capital#2079 · 2,933 sh | 2,933 | $824.8K | 0.16% | +117.4% |
| 2080 | Optas#2080 · 2,931 sh | 2,931 | $824.2K | 0.12% | -31.1% |
| 2081 | Fortress Wealth Group#2081 · 3,844 sh | 3,844 | $823.3K | 0.29% | +154.2% |
| 2082 | SmartHarvest Portfolios#2082 · 2,927 sh | 2,927 | $823.2K | — | -0.7% |
| 2083 | WNY Asset Management#2083 · 2,927 sh | 2,927 | $823.2K | 0.07% | +2.2% |
| 2084 | Valpey Financial Services#2084 · 2,927 sh | 2,927 | $823.1K | 0.49% | 0.0% |
| 2085 | 3Chopt Investment Partners#2085 · 2,918 sh | 2,918 | $820.6K | 0.15% | +6.1% |
| 2086 | Bullock Wealth Management Group#2086 · 2,866 sh | 2,866 | $820.3K | — | +7.3% |
| 2087 | EADS & HEALD WEALTH MANAGEMENT#2087 · 2,916 sh | 2,916 | $820.0K | 0.40% | -11.4% |
| 2088 | Sand Hill Global Advisors#2088 · 2,916 sh | 2,916 | $820.0K | 0.02% | +3.4% |
| 2089 | Thomasville National Bank#2089 · 2,915 sh | 2,915 | $819.7K | 0.04% | — |
| 2090 | Ellenbecker Investment Group#2090 · 2,914 sh | 2,914 | $819.6K | 0.10% | -3.3% |
| 2091 | Revolve Wealth Partners#2091 · 2,911 sh | 2,911 | $818.6K | — | +29.6% |
| 2092 | Pinnacle Bancorp#2092 · 2,911 sh | 2,911 | $818.6K | — | +5.4% |
| 2093 | MINDSET WEALTH MANAGEMENT#2093 · 2,910 sh | 2,910 | $818.3K | — | -1.7% |
| 2094 | Carr Financial Group#2094 · 2,904 sh | 2,904 | $816.5K | 0.19% | +16.7% |
| 2095 | Three Bearings Fiduciary Advisors#2095 · 2,902 sh | 2,902 | $816.1K | 0.73% | 0.0% |
| 2096 | PARADIGM CAPITAL MANAGEMENT#2096 · 2,900 sh | 2,900 | $815.5K | 0.02% | 0.0% |
| 2097 | Causey Wealth#2097 · 2,893 sh | 2,893 | $813.5K | 0.32% | 0.0% |
| 2098 | Ponta Wealth Partners#2098 · 2,892 sh | 2,892 | $813.3K | 0.44% | -1.6% |
| 2099 | Acropolis Investment Management#2099 · 2,892 sh | 2,892 | $813.1K | — | +0.2% |
| 2100 | Wescott Financial Advisory Group#2100 · 2,887 sh | 2,887 | $811.9K | 0.06% | -7.9% |
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.