INTERNATIONAL BUSINESS MACHINES CORP (IBM) — Institutional Holders, Q2 2026 (page 22)
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 2,101 to 2,200. 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 2,101–2,200 of 3,654
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2101 | MORRIS FINANCIAL CONCEPTS#2101 · 2,886 sh | 2,886 | $811.5K | 0.25% | 0.0% |
| 2102 | Sachetta#2102 · 2,884 sh | 2,884 | $811.0K | 0.39% | +1.0% |
| 2103 | Genus Capital Management#2103 · 2,882 sh | 2,882 | $810.4K | 0.08% | -94.4% |
| 2104 | HARVEY INVESTMENT#2104 · 2,882 sh | 2,882 | $810.0K | — | 0.0% |
| 2105 | Emergent Wealth Advisors#2105 · 3,471 sh | 3,471 | $809.5K | — | -9.1% |
| 2106 | Drucker Wealth 3.0#2106 · 2,868 sh | 2,868 | $806.7K | 0.13% | +0.8% |
| 2107 | Income Insurance Ltd#2107 · 2,868 sh | 2,868 | $806.5K | — | 0.0% |
| 2108 | VAUGHAN & SECURITIES#2108 · 2,864 sh | 2,864 | $805.4K | — | -5.6% |
| 2109 | ANCHYRA PARTNERS#2109 · 2,864 sh | 2,864 | $805.4K | — | +1.6% |
| 2110 | CVA Family Office#2110 · 2,863 sh | 2,863 | $805.1K | 0.07% | -2.2% |
| 2111 | Duncan Williams Asset Management#2111 · 2,858 sh | 2,858 | $803.6K | 0.18% | +6.2% |
| 2112 | Wealth Enhancement Services#2112 · 2,856 sh | 2,856 | $803.1K | — | -4.9% |
| 2113 | LIBRA WEALTH#2113 · 2,851 sh | 2,851 | $801.7K | 0.20% | +1.4% |
| 2114 | LANGLEY WEALTH MANAGEMENT#2114 · 2,849 sh | 2,849 | $801.1K | 0.78% | — |
| 2115 | Cerro Pacific Wealth Advisors#2115 · 2,848 sh | 2,848 | $801.0K | — | -2.2% |
| 2116 | FIRST UNITED BANK#2116 · 2,841 sh | 2,841 | $798.9K | — | +0.8% |
| 2117 | PATRON PARTNERS#2117 · 2,839 sh | 2,839 | $798.4K | 0.31% | -7.3% |
| 2118 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#2118 · 2,838 sh | 2,838 | $798.1K | 0.05% | +3.8% |
| 2119 | INVICTUS PRIVATE WEALTH#2119 · 2,835 sh | 2,835 | $797.2K | 0.04% | -8.7% |
| 2120 | Bond & Devick Financial Network#2120 · 2,832 sh | 2,832 | $796.4K | — | -3.4% |
| 2121 | Crescent Grove Advisors#2121 · 2,832 sh | 2,832 | $796.2K | — | +0.6% |
| 2122 | Integrity Advisory Solutions#2122 · 2,829 sh | 2,829 | $795.7K | 0.08% | +18.1% |
| 2123 | OSBORNE PARTNERS CAPITAL MANAGEMENT#2123 · 2,827 sh | 2,827 | $795.0K | 0.04% | 0.0% |
| 2124 | Truvestments Capital#2124 · 2,822 sh | 2,822 | $793.5K | 0.12% | -8.3% |
| 2125 | Mattson Financial Services#2125 · 3,619 sh | 3,619 | $792.7K | 0.17% | +7.5% |
| 2126 | Evernest Financial Advisors#2126 · 2,816 sh | 2,816 | $791.9K | 0.17% | +14.8% |
| 2127 | IAMS WEALTH MANAGEMENT#2127 · 2,811 sh | 2,811 | $790.6K | — | +11.8% |
| 2128 | MANCHESTER FINANCIAL#2128 · 2,810 sh | 2,810 | $790.2K | — | 0.0% |
| 2129 | CAHILL FINANCIAL ADVISORS#2129 · 2,809 sh | 2,809 | $790.0K | 0.08% | -4.1% |
| 2130 | South Shore Capital Advisors#2130 · 2,807 sh | 2,807 | $789.4K | — | New |
| 2131 | Prestige Wealth Management Group#2131 · 2,806 sh | 2,806 | $789.1K | 0.14% | +476.2% |
| 2132 | HENGEHOLD CAPITAL MANAGEMENT#2132 · 2,801 sh | 2,801 | $787.7K | — | +0.2% |
| 2133 | OPTIONS SOLUTIONS#2133 · 2,800 sh | 2,800 | $787.4K | 0.40% | 0.0% |
| 2134 | Financial Planning Hawaii#2134 · 2,797 sh | 2,797 | $786.5K | — | 0.0% |
| 2135 | Orion Capital Management#2135 · 2,791 sh | 2,791 | $784.8K | 0.24% | -11.9% |
| 2136 | MFA Wealth Services#2136 · 2,789 sh | 2,789 | $784.3K | — | +19.5% |
| 2137 | One Charles Private Wealth Services#2137 · 2,784 sh | 2,784 | $783.0K | 0.18% | +2.9% |
| 2138 | Hilltop Partners#2138 · 2,776 sh | 2,776 | $780.7K | 0.19% | +0.1% |
| 2139 | Town & Country Bank & dba First Bankers#2139 · 2,775 sh | 2,775 | $780.4K | 0.24% | -16.2% |
| 2140 | 1620 INVESTMENT ADVISORS#2140 · 2,773 sh | 2,773 | $780.1K | 0.48% | -11.1% |
| 2141 | Acorns Advisers#2141 · 2,773 sh | 2,773 | $780.0K | <0.01% | +18.3% |
| 2142 | Transamerica Financial Advisors#2142 · 2,767 sh | 2,767 | $778.3K | 0.07% | -10.8% |
| 2143 | FLAGSHIP WEALTH ADVISORS#2143 · 2,762 sh | 2,762 | $776.6K | 0.17% | +14.6% |
| 2144 | CITY HOLDING#2144 · 2,759 sh | 2,759 | $775.8K | — | +0.1% |
| 2145 | One Capital Management#2145 · 3,200 sh | 3,200 | $775.8K | 0.02% | 0.0% |
| 2146 | Plan A Wealth#2146 · 2,754 sh | 2,754 | $774.5K | — | +10.2% |
| 2147 | Ridgewood Investments#2147 · 2,754 sh | 2,754 | $774.5K | — | +174.3% |
| 2148 | Horizon Wealth Management#2148 · 2,742 sh | 2,742 | $771.2K | 0.10% | +0.4% |
| 2149 | CMC Financial Group#2149 · 2,742 sh | 2,742 | $771.1K | 1.49% | +14.5% |
| 2150 | Disciplined Investments#2150 · 2,741 sh | 2,741 | $770.8K | 0.25% | +2.8% |
| 2151 | Glen Eagle Advisors#2151 · 2,736 sh | 2,736 | $769.3K | 0.10% | +0.3% |
| 2152 | CAMBIENT FAMILY OFFICE#2152 · 2,731 sh | 2,731 | $768.0K | 0.09% | -8.2% |
| 2153 | Investment Advisory Group#2153 · 2,730 sh | 2,730 | $767.6K | 0.17% | -2.6% |
| 2154 | CENTRAL BANK#2154 · 2,724 sh | 2,724 | $766.0K | — | +2.5% |
| 2155 | FourThought Financial Partners#2155 · 2,724 sh | 2,724 | $766.0K | 0.06% | +9.7% |
| 2156 | United Bank#2156 · 2,713 sh | 2,713 | $762.9K | 0.23% | -5.9% |
| 2157 | Lewis Asset Management#2157 · 2,712 sh | 2,712 | $762.8K | — | +8.2% |
| 2158 | SUMMITRY#2158 · 2,706 sh | 2,706 | $761.0K | 0.03% | +8.4% |
| 2159 | VISTA INVESTMENT PARTNERS II#2159 · 2,704 sh | 2,704 | $760.4K | — | -14.0% |
| 2160 | TCM Advisors#2160 · 2,700 sh | 2,700 | $759.3K | 0.06% | 0.0% |
| 2161 | EAGLE CAPITAL MANAGEMENT#2161 · 2,700 sh | 2,700 | $759.3K | <0.01% | 0.0% |
| 2162 | LSV ASSET MANAGEMENT#2162 · 2,700 sh | 2,700 | $759.0K | <0.01% | 0.0% |
| 2163 | Adams Wealth Management#2163 · 2,689 sh | 2,689 | $756.2K | 0.14% | +16.8% |
| 2164 | Accredited Investors#2164 · 2,683 sh | 2,683 | $754.5K | 0.03% | -2.5% |
| 2165 | Piscataqua Savings Bank#2165 · 2,680 sh | 2,680 | $753.6K | — | -8.6% |
| 2166 | Wealthquest#2166 · 2,677 sh | 2,677 | $752.9K | 0.05% | +8.5% |
| 2167 | SPG ADVISORS#2167 · 2,676 sh | 2,676 | $752.5K | 13.56% | New |
| 2168 | Bernicke Wealth Management, Ltd.#2168 · 2,672 sh | 2,672 | $751.4K | 0.09% | -1.4% |
| 2169 | SPIRIT OF AMERICA MANAGEMENT#2169 · 2,668 sh | 2,668 | $750.3K | — | 0.0% |
| 2170 | CHASE INVESTMENT COUNSEL#2170 · 2,668 sh | 2,668 | $750.0K | 0.16% | 0.0% |
| 2171 | ALESCO ADVISORS#2171 · 2,663 sh | 2,663 | $748.8K | 0.02% | +5.0% |
| 2172 | Chesapeake Wealth Management#2172 · 2,661 sh | 2,661 | $748.3K | 0.21% | -7.5% |
| 2173 | Baron Financial Group#2173 · 2,661 sh | 2,661 | $748.2K | — | -0.1% |
| 2174 | Wayfinding Financial#2174 · 2,663 sh | 2,663 | $748.0K | 0.28% | +0.7% |
| 2175 | Phoenix Wealth Advisors#2175 · 2,660 sh | 2,660 | $748.0K | 0.25% | +19.5% |
| 2176 | Crusonia Wealth Advisors#2176 · 2,659 sh | 2,659 | $747.8K | — | +3.5% |
| 2177 | Asset One Wealth Management#2177 · 3,539 sh | 3,539 | $747.5K | 0.08% | -3.6% |
| 2178 | EVERMAY WEALTH MANAGEMENT#2178 · 2,651 sh | 2,651 | $745.5K | 0.08% | +5.3% |
| 2179 | Foster Group#2179 · 2,650 sh | 2,650 | $745.2K | — | +2.2% |
| 2180 | Ocean Capital Management#2180 · 2,648 sh | 2,648 | $744.5K | 0.14% | +0.4% |
| 2181 | DOHENY ASSET MANAGEMENT#2181 · 2,645 sh | 2,645 | $744.0K | 0.43% | 0.0% |
| 2182 | LifeSteps Financial#2182 · 2,642 sh | 2,642 | $742.8K | — | +67.1% |
| 2183 | GILL CAPITAL PARTNERS#2183 · 2,640 sh | 2,640 | $742.4K | — | +85.5% |
| 2184 | VSM Wealth Advisory#2184 · 2,635 sh | 2,635 | $741.0K | 0.20% | -2.5% |
| 2185 | MSH Capital Advisors#2185 · 2,631 sh | 2,631 | $739.9K | 0.13% | +7.8% |
| 2186 | SMITH SHELLNUT WILSON#2186 · 2,628 sh | 2,628 | $739.0K | — | 0.0% |
| 2187 | Lifestyle Asset Management#2187 · 2,628 sh | 2,628 | $738.9K | — | +0.7% |
| 2188 | Saratoga Research & Investment Management#2188 · 2,624 sh | 2,624 | $737.9K | — | -4.0% |
| 2189 | Eldridge Investment Advisors#2189 · 2,622 sh | 2,622 | $737.3K | 0.15% | 0.0% |
| 2190 | Elwood & Goetz Wealth Advisory Group#2190 · 2,620 sh | 2,620 | $736.8K | 0.11% | +2.5% |
| 2191 | L.K. Benson & Company, P.C.#2191 · 2,620 sh | 2,620 | $736.8K | — | 0.0% |
| 2192 | Cape Investment Advisory#2192 · 2,619 sh | 2,619 | $736.6K | — | +8.2% |
| 2193 | TritonPoint Partners#2193 · 2,619 sh | 2,619 | $736.4K | 0.06% | New |
| 2194 | Voleon Capital Management#2194 · 2,613 sh | 2,613 | $734.8K | 0.01% | +25.6% |
| 2195 | Boltwood Capital Management#2195 · 2,610 sh | 2,610 | $734.0K | — | +0.2% |
| 2196 | V. M. MANNING#2196 · 2,598 sh | 2,598 | $730.7K | 0.63% | — |
| 2197 | Quintet Private Bank (Europe) S.A.#2197 · 2,589 sh | 2,589 | $728.1K | — | +6.3% |
| 2198 | REXFORD CAPITAL#2198 · 2,584 sh | 2,584 | $726.6K | 0.44% | +0.7% |
| 2199 | D'Orazio & Associates#2199 · 2,584 sh | 2,584 | $726.5K | 0.08% | +0.5% |
| 2200 | Sunbeam Capital Management#2200 · 2,582 sh | 2,582 | $726.2K | 0.33% | -1.5% |
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.