INTERNATIONAL BUSINESS MACHINES CORP (IBM) — Institutional Holders, Q2 2026 (page 23)
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 2,201 to 2,300. 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 2,201–2,300 of 3,654
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2201 | Cohen Investment Advisors#2201 · 2,580 sh | 2,580 | $725.5K | — | -2.0% |
| 2202 | Evanson Financial#2202 · 2,579 sh | 2,579 | $725.3K | — | — |
| 2203 | TRITONPOINT WEALTH#2203 · 2,576 sh | 2,576 | $724.3K | — | +4.4% |
| 2204 | FENIMORE ASSET MANAGEMENT#2204 · 2,573 sh | 2,573 | $723.6K | — | 0.0% |
| 2205 | Alta Wealth Advisors#2205 · 2,570 sh | 2,570 | $722.8K | 0.20% | -3.8% |
| 2206 | WRAPMANAGER#2206 · 2,569 sh | 2,569 | $722.4K | 0.23% | -4.9% |
| 2207 | Beacon Capital Management#2207 · 2,567 sh | 2,567 | $721.8K | — | +4.5% |
| 2208 | EVERPAR ADVISORS#2208 · 2,566 sh | 2,566 | $721.6K | 0.21% | +9.7% |
| 2209 | Northstar Financial Companies#2209 · 2,566 sh | 2,566 | $721.5K | 0.49% | +10.7% |
| 2210 | Fiera Capital#2210 · 2,564 sh | 2,564 | $721.0K | <0.01% | +0.1% |
| 2211 | Versant Capital Management#2211 · 2,563 sh | 2,563 | $720.7K | — | -6.8% |
| 2212 | ONEFUND#2212 · 2,561 sh | 2,561 | $720.2K | 0.41% | -0.4% |
| 2213 | CM WEALTH ADVISORS#2213 · 2,559 sh | 2,559 | $719.6K | 0.13% | +16.4% |
| 2214 | J.Safra Asset Management#2214 · 2,558 sh | 2,558 | $719.3K | 0.03% | -15.7% |
| 2215 | 4WEALTH ADVISORS#2215 · 2,587 sh | 2,587 | $719.1K | — | -3.6% |
| 2216 | Pearl Planning#2216 · 2,554 sh | 2,554 | $718.2K | — | -7.3% |
| 2217 | Stratos Investment Management#2217 · 2,551 sh | 2,551 | $717.5K | 0.03% | +5.5% |
| 2218 | CERTIOR FINANCIAL GROUP#2218 · 2,551 sh | 2,551 | $717.4K | — | -0.1% |
| 2219 | Tortoise Investment Management#2219 · 2,550 sh | 2,550 | $717.0K | 0.05% | -1.7% |
| 2220 | Weaver Consulting Group#2220 · 2,549 sh | 2,549 | $716.8K | — | +1.0% |
| 2221 | Global X Japan , Ltd.#2221 · 2,546 sh | 2,546 | $716.0K | — | +15.1% |
| 2222 | NORRIS PERNE & FRENCH LLP#2222 · 2,543 sh | 2,543 | $715.0K | — | +22.0% |
| 2223 | Junk Investment Group#2223 · 2,542 sh | 2,542 | $714.8K | — | +0.5% |
| 2224 | QTR Family Wealth#2224 · 2,541 sh | 2,541 | $714.5K | 0.25% | +43.5% |
| 2225 | HIGHLAND CAPITAL MANAGEMENT#2225 · 2,538 sh | 2,538 | $713.7K | — | +1.9% |
| 2226 | McElhenny Sheffield Capital Management#2226 · 2,537 sh | 2,537 | $713.4K | 0.18% | +16.7% |
| 2227 | ENTRUST FINANCIAL#2227 · 2,536 sh | 2,536 | $713.2K | 0.46% | -4.7% |
| 2228 | ARVEST INVESTMENTS#2228 · 2,535 sh | 2,535 | $712.9K | — | -45.3% |
| 2229 | Holistic Financial Partners#2229 · 2,532 sh | 2,532 | $712.0K | 0.44% | -23.3% |
| 2230 | CITIZENS & NORTHERN#2230 · 2,532 sh | 2,532 | $712.0K | 0.16% | -9.0% |
| 2231 | Financial Advisors Network#2231 · 2,527 sh | 2,527 | $710.7K | 0.09% | -29.7% |
| 2232 | Joule Financial#2232 · 2,524 sh | 2,524 | $710.0K | 0.19% | -1.7% |
| 2233 | Beacon Financial Strategies#2233 · 2,522 sh | 2,522 | $709.2K | — | 0.0% |
| 2234 | FIRST FINANCIAL BANKSHARES#2234 · 2,522 sh | 2,522 | $709.2K | 0.01% | New |
| 2235 | BEACON FINANCIAL GROUP#2235 · 2,517 sh | 2,517 | $707.9K | — | -2.9% |
| 2236 | Sovran Advisors#2236 · 3,111 sh | 3,111 | $707.8K | 0.05% | -56.1% |
| 2237 | Castleview Partners#2237 · 2,513 sh | 2,513 | $706.8K | — | +30.8% |
| 2238 | Asset Advisory Group#2238 · 2,512 sh | 2,512 | $706.5K | — | 0.0% |
| 2239 | PlanVest Financial#2239 · 2,511 sh | 2,511 | $706.1K | 0.47% | +0.2% |
| 2240 | SCHMIDT P J INVESTMENT MANAGEMENT#2240 · 2,508 sh | 2,508 | $705.3K | 0.11% | +2.0% |
| 2241 | Hamilton Capital#2241 · 2,504 sh | 2,504 | $704.1K | — | +20.9% |
| 2242 | Root Financial Partners#2242 · 2,501 sh | 2,501 | $703.4K | — | -6.2% |
| 2243 | Sawyer & Company#2243 · 2,500 sh | 2,500 | $703.0K | — | -3.2% |
| 2244 | Salomon & Ludwin#2244 · 2,455 sh | 2,455 | $702.7K | 0.06% | -2.0% |
| 2245 | Approach Retirement Advisors#2245 · 2,497 sh | 2,497 | $702.2K | — | 0.0% |
| 2246 | TIAA , NATIONAL ASSOCIATION#2246 · 2,497 sh | 2,497 | $702.2K | 0.04% | -48.2% |
| 2247 | von Borstel & Associates#2247 · 2,497 sh | 2,497 | $702.0K | 0.14% | -0.7% |
| 2248 | Elyxium Wealth#2248 · 2,496 sh | 2,496 | $701.9K | 0.07% | +95.9% |
| 2249 | Northstar Advisory Group#2249 · 2,488 sh | 2,488 | $699.7K | 0.22% | +0.6% |
| 2250 | Advisory Solutions Group#2250 · 2,487 sh | 2,487 | $699.5K | — | — |
| 2251 | GREATMARK INVESTMENT PARTNERS#2251 · 2,479 sh | 2,479 | $697.1K | 0.08% | 0.0% |
| 2252 | Retirement Solution#2252 · 2,479 sh | 2,479 | $697.0K | — | +35.0% |
| 2253 | STG SECURITIES#2253 · 2,476 sh | 2,476 | $696.3K | 0.05% | — |
| 2254 | BUILDER INVESTMENT GROUP#2254 · 2,475 sh | 2,475 | $696.0K | — | 0.0% |
| 2255 | KFA Private Wealth Group#2255 · 2,473 sh | 2,473 | $695.6K | — | -36.0% |
| 2256 | Annis Gardner Whiting Capital Advisors#2256 · 2,470 sh | 2,470 | $694.6K | 0.10% | -10.9% |
| 2257 | Perennial Advisors#2257 · 2,465 sh | 2,465 | $693.2K | — | +73.0% |
| 2258 | AM INVESTMENT STRATEGIES#2258 · 2,465 sh | 2,465 | $693.0K | 0.13% | 0.0% |
| 2259 | Rench Wealth Management#2259 · 2,463 sh | 2,463 | $692.5K | 0.19% | +1.9% |
| 2260 | MAGNOLIA CAPITAL MANAGEMENT LTD#2260 · 2,457 sh | 2,457 | $691.0K | — | -20.4% |
| 2261 | Grove Street Fiduciary#2261 · 2,454 sh | 2,454 | $690.1K | — | 0.0% |
| 2262 | Vann Equity Management#2262 · 2,454 sh | 2,454 | $690.1K | — | +0.9% |
| 2263 | McGowan Group Asset Management#2263 · 2,452 sh | 2,452 | $689.5K | 0.08% | -4.8% |
| 2264 | Summit Wealth Partners#2264 · 2,444 sh | 2,444 | $687.2K | 0.10% | 0.0% |
| 2265 | Oath Planning#2265 · 2,440 sh | 2,440 | $685.9K | — | +1.6% |
| 2266 | Tulsa Wealth Advisors#2266 · 2,436 sh | 2,436 | $685.1K | 0.10% | -6.3% |
| 2267 | MOODY LYNN & LIEBERSON#2267 · 2,435 sh | 2,435 | $684.7K | — | -2.9% |
| 2268 | EARNEST PARTNERS#2268 · 2,434 sh | 2,434 | $684.5K | <0.01% | +2.7% |
| 2269 | FIRST BUSINESS FINANCIAL SERVICES#2269 · 2,434 sh | 2,434 | $684.5K | 0.05% | +21.5% |
| 2270 | Integras Partners#2270 · 2,434 sh | 2,434 | $684.4K | 0.38% | +42.5% |
| 2271 | Sepio Capital#2271 · 2,431 sh | 2,431 | $683.6K | — | -6.8% |
| 2272 | MB, LEVIS & ASSOCIATES#2272 · 2,427 sh | 2,427 | $682.6K | — | -0.5% |
| 2273 | PATRICK M SWEENEY & ASSOCIATES#2273 · 2,422 sh | 2,422 | $681.0K | — | +7.3% |
| 2274 | Security Financial Services#2274 · 2,421 sh | 2,421 | $680.9K | 0.09% | +1.2% |
| 2275 | AIRE ADVISORS#2275 · 2,420 sh | 2,420 | $680.6K | — | +0.8% |
| 2276 | LVW Advisors#2276 · 2,416 sh | 2,416 | $679.4K | — | +10.1% |
| 2277 | ERn Financial#2277 · 2,414 sh | 2,414 | $678.9K | 0.11% | +99.8% |
| 2278 | FIRST INTERSTATE BANK#2278 · 2,414 sh | 2,414 | $678.8K | — | -1.5% |
| 2279 | Park Edge Advisors#2279 · 2,409 sh | 2,409 | $677.4K | 0.14% | -68.0% |
| 2280 | Innova Wealth Partners#2280 · 2,408 sh | 2,408 | $677.2K | — | +0.3% |
| 2281 | Tudor Financial#2281 · 2,406 sh | 2,406 | $676.5K | 0.30% | -38.0% |
| 2282 | Bigelow Investment Advisors#2282 · 2,405 sh | 2,405 | $676.3K | — | New |
| 2283 | Godfrey Financial Associates#2283 · 2,401 sh | 2,401 | $675.2K | 0.52% | +0.3% |
| 2284 | MOGY JOEL R INVESTMENT COUNSEL#2284 · 2,400 sh | 2,400 | $674.9K | — | 0.0% |
| 2285 | Aristotle Atlantic Partners#2285 · 2,400 sh | 2,400 | $674.9K | 0.03% | 0.0% |
| 2286 | TOWNSEND ASSET MANAGEMENT /NC#2286 · 2,397 sh | 2,397 | $674.1K | 0.22% | +7.1% |
| 2287 | Dorato Capital Management#2287 · 2,344 sh | 2,344 | $674.0K | — | 0.0% |
| 2288 | Affinity Capital Advisors#2288 · 2,244 sh | 2,244 | $672.0K | — | -1.0% |
| 2289 | TRILLIUM ASSET MANAGEMENT#2289 · 2,388 sh | 2,388 | $671.4K | 0.02% | -2.6% |
| 2290 | VICTORY FINANCIAL GROUP#2290 · 2,385 sh | 2,385 | $670.8K | 0.07% | +3.1% |
| 2291 | Selective Wealth Management#2291 · 3,154 sh | 3,154 | $670.7K | — | -2.6% |
| 2292 | Centennial Advisors#2292 · 2,383 sh | 2,383 | $670.2K | — | -11.9% |
| 2293 | United Asset Strategies#2293 · 2,381 sh | 2,381 | $669.6K | 0.05% | -3.3% |
| 2294 | First Heartland Consultants#2294 · 2,377 sh | 2,377 | $668.5K | — | -2.1% |
| 2295 | Wealth Management Strategies#2295 · 2,371 sh | 2,371 | $666.7K | 0.26% | +0.6% |
| 2296 | Walkner Condon Financial Advisors#2296 · 2,367 sh | 2,367 | $665.6K | 0.08% | +3.0% |
| 2297 | Farmers & Merchants of Long Beach#2297 · 2,364 sh | 2,364 | $664.8K | — | +10.4% |
| 2298 | Chancellor Financial Group WB#2298 · 2,361 sh | 2,361 | $663.9K | 0.41% | +41.6% |
| 2299 | Caerus Investment Advisors#2299 · 2,360 sh | 2,360 | $663.7K | 0.22% | +66.4% |
| 2300 | Regent Peak Wealth Advisors#2300 · 2,359 sh | 2,359 | $663.4K | — | -2.2% |
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.