INTERNATIONAL BUSINESS MACHINES CORP (IBM) — Institutional Holders, Q2 2026 (page 24)
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 2,301 to 2,400. 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 2,301–2,400 of 3,654
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2301 | Taylor Securities Services#2301 · 2,354 sh | 2,354 | $662.0K | — | 0.0% |
| 2302 | INDEPENDENT INVESTORS#2302 · 2,350 sh | 2,350 | $660.8K | 0.13% | 0.0% |
| 2303 | OUTFITTERS FINANCIAL#2303 · 2,350 sh | 2,350 | $660.8K | — | +5.9% |
| 2304 | Teamwork Financial Advisors#2304 · 2,346 sh | 2,346 | $659.7K | — | +4.7% |
| 2305 | Values Added Financial#2305 · 2,345 sh | 2,345 | $659.5K | 0.24% | -0.1% |
| 2306 | Per Stirling Capital Management#2306 · 2,341 sh | 2,341 | $658.4K | 0.06% | -1.3% |
| 2307 | CONTINUUM WEALTH ADVISORS#2307 · 2,334 sh | 2,334 | $656.3K | — | +16.8% |
| 2308 | Realta Investment Advisors#2308 · 2,331 sh | 2,331 | $655.4K | — | +12.8% |
| 2309 | RS CRUM#2309 · 2,326 sh | 2,326 | $654.1K | — | 0.0% |
| 2310 | Princeton Global Asset Management#2310 · 2,325 sh | 2,325 | $653.9K | — | -1.9% |
| 2311 | DIVIDEND ASSETS CAPITAL#2311 · 2,322 sh | 2,322 | $653.0K | 0.13% | -45.6% |
| 2312 | Morton Capital Management#2312 · 2,322 sh | 2,322 | $652.9K | — | -1.0% |
| 2313 | Fountainhead AM#2313 · 2,320 sh | 2,320 | $652.5K | 0.49% | -2.2% |
| 2314 | Future Financial Wealth Managment#2314 · 3,146 sh | 3,146 | $650.2K | — | +0.8% |
| 2315 | Rockbridge Investment Management, LCC#2315 · 2,312 sh | 2,312 | $650.1K | 0.05% | +0.3% |
| 2316 | PCM Encore#2316 · 2,310 sh | 2,310 | $649.6K | 0.11% | -11.1% |
| 2317 | Galvin, Gaustad & Stein#2317 · 2,309 sh | 2,309 | $649.2K | — | +121.2% |
| 2318 | Balboa Wealth Partners#2318 · 2,305 sh | 2,305 | $648.1K | — | -2.7% |
| 2319 | ATTICUS WEALTH MANAGEMENT#2319 · 2,304 sh | 2,304 | $648.0K | — | +135.8% |
| 2320 | Talbot Financial#2320 · 2,300 sh | 2,300 | $646.8K | — | 0.0% |
| 2321 | CARY STREET PARTNERS INVESTMENT ADVISORY#2321 · 2,300 sh | 2,300 | $646.6K | 0.13% | -2.4% |
| 2322 | FORA Capital#2322 · 2,298 sh | 2,298 | $646.3K | 0.04% | New |
| 2323 | Five Oceans Advisors#2323 · 2,298 sh | 2,298 | $646.2K | — | -0.7% |
| 2324 | COOPER/HAIMS ADVISORS#2324 · 2,295 sh | 2,295 | $645.5K | 0.28% | -20.2% |
| 2325 | 111 Capital#2325 · 2,287 sh | 2,287 | $643.1K | 0.11% | -40.9% |
| 2326 | Wilson & Boucher Capital Management#2326 · 2,285 sh | 2,285 | $642.6K | 0.38% | -1.7% |
| 2327 | Empirical Asset Management#2327 · 2,282 sh | 2,282 | $641.8K | 0.14% | +45.4% |
| 2328 | PRECEDENT WEALTH PARTNERS#2328 · 2,269 sh | 2,269 | $638.2K | — | New |
| 2329 | BALLAST ADVISORS#2329 · 2,267 sh | 2,267 | $637.6K | 0.15% | -1.0% |
| 2330 | LGL PARTNERS#2330 · 2,266 sh | 2,266 | $637.1K | 0.23% | +7.2% |
| 2331 | Stonebrook Private#2331 · 2,261 sh | 2,261 | $635.8K | 0.12% | +16.4% |
| 2332 | PGIM Custom Harvest#2332 · 2,260 sh | 2,260 | $635.6K | <0.01% | +11.4% |
| 2333 | GRANDFIELD & DODD#2333 · 2,260 sh | 2,260 | $635.5K | 0.03% | -2.2% |
| 2334 | Marathon Mission#2334 · 2,260 sh | 2,260 | $635.5K | — | 0.0% |
| 2335 | Winter & Associates#2335 · 2,257 sh | 2,257 | $634.8K | — | +0.1% |
| 2336 | Markowski Investments#2336 · 2,256 sh | 2,256 | $634.3K | 0.14% | — |
| 2337 | JACKSON THORNTON WEALTH MANAGEMENT#2337 · 2,251 sh | 2,251 | $633.0K | 0.05% | +76.8% |
| 2338 | Commonwealth Retirement Investments#2338 · 2,248 sh | 2,248 | $632.2K | — | +1.6% |
| 2339 | Financial Security Advisor#2339 · 2,243 sh | 2,243 | $630.8K | 0.10% | +0.9% |
| 2340 | TriaGen Wealth Management#2340 · 2,239 sh | 2,239 | $629.6K | — | 0.0% |
| 2341 | ARMSTRONG HENRY H ASSOCIATES#2341 · 2,238 sh | 2,238 | $629.3K | — | 0.0% |
| 2342 | CERTUITY#2342 · 2,233 sh | 2,233 | $627.9K | 0.03% | +8.0% |
| 2343 | Abel Hall#2343 · 2,224 sh | 2,224 | $625.4K | — | +12.1% |
| 2344 | Insight Advisors, / PA#2344 · 2,222 sh | 2,222 | $625.0K | — | +28.0% |
| 2345 | Fi3 FINANCIAL ADVISORS#2345 · 2,156 sh | 2,156 | $624.0K | 0.15% | +26.6% |
| 2346 | PROSPERITY BANCSHARES#2346 · 2,217 sh | 2,217 | $623.4K | 0.41% | +3.5% |
| 2347 | WEALTHEDGE INVESTMENT ADVISORS#2347 · 2,212 sh | 2,212 | $622.2K | 0.21% | New |
| 2348 | Capstone Wealth Management Group#2348 · 2,208 sh | 2,208 | $621.0K | — | — |
| 2349 | Waterfront Wealth#2349 · 2,158 sh | 2,158 | $620.4K | 0.10% | -0.2% |
| 2350 | Roth Financial Partners#2350 · 2,200 sh | 2,200 | $618.7K | — | -31.2% |
| 2351 | US Asset Management#2351 · 2,200 sh | 2,200 | $618.7K | 0.47% | +0.5% |
| 2352 | Accretive Wealth Partners#2352 · 2,199 sh | 2,199 | $618.5K | 0.15% | +10.0% |
| 2353 | WHALEROCK POINT PARTNERS#2353 · 2,198 sh | 2,198 | $618.1K | 0.11% | -0.9% |
| 2354 | PSI Advisors#2354 · 2,195 sh | 2,195 | $617.3K | 0.14% | +1.7% |
| 2355 | Central Pacific Bank - Division#2355 · 2,194 sh | 2,194 | $617.0K | — | +0.5% |
| 2356 | Veratis Advisors#2356 · 2,194 sh | 2,194 | $616.9K | 0.44% | — |
| 2357 | May Hill Capital#2357 · 2,193 sh | 2,193 | $616.6K | 0.13% | +32.6% |
| 2358 | Obermeyer Wealth Partners#2358 · 2,190 sh | 2,190 | $615.9K | — | -16.4% |
| 2359 | Towercrest Capital Management#2359 · 2,187 sh | 2,187 | $614.9K | — | 0.0% |
| 2360 | One Day In July#2360 · 2,184 sh | 2,184 | $614.2K | 0.04% | +20.7% |
| 2361 | Kuhn & Investment Counsel#2361 · 2,184 sh | 2,184 | $614.2K | 0.35% | +0.9% |
| 2362 | ISTHMUS PARTNERS#2362 · 2,183 sh | 2,183 | $613.9K | — | 0.0% |
| 2363 | Legacy Financial Strategies#2363 · 2,181 sh | 2,181 | $613.4K | — | -31.5% |
| 2364 | J. Derek Lewis & Associates#2364 · 2,180 sh | 2,180 | $613.0K | 0.12% | +38.9% |
| 2365 | McKinley Carter Wealth Services#2365 · 2,179 sh | 2,179 | $612.9K | — | -2.6% |
| 2366 | Asset Advisors Investment Management#2366 · 2,179 sh | 2,179 | $612.8K | — | -12.2% |
| 2367 | Alliance Wealth Management Group#2367 · 2,179 sh | 2,179 | $612.7K | 0.12% | 0.0% |
| 2368 | RETIREMENT INCOME SOLUTIONS#2368 · 2,524 sh | 2,524 | $611.8K | 0.11% | 0.0% |
| 2369 | Quantum Financial Advisors#2369 · 2,174 sh | 2,174 | $611.2K | 0.06% | -10.2% |
| 2370 | Lansing Street Advisors#2370 · 2,173 sh | 2,173 | $611.0K | 0.13% | +5.4% |
| 2371 | Wernau Asset Management#2371 · 2,166 sh | 2,166 | $609.1K | — | -7.8% |
| 2372 | Alpha Family#2372 · 2,165 sh | 2,165 | $608.8K | 0.24% | 0.0% |
| 2373 | Arnhold#2373 · 2,156 sh | 2,156 | $606.3K | — | 0.0% |
| 2374 | Ergawealth Advisors#2374 · 2,155 sh | 2,155 | $606.0K | — | 0.0% |
| 2375 | CNB Bank#2375 · 2,151 sh | 2,151 | $604.9K | 0.24% | +1.1% |
| 2376 | FINANCIAL CONSULATE#2376 · 2,146 sh | 2,146 | $603.5K | — | +0.7% |
| 2377 | BOYAR ASSET MANAGEMENT#2377 · 2,145 sh | 2,145 | $603.3K | 0.35% | +30.7% |
| 2378 | Arbor Investment Advisors#2378 · 2,143 sh | 2,143 | $602.7K | — | New |
| 2379 | Knott David M Jr#2379 · 2,142 sh | 2,142 | $602.4K | 0.32% | 0.0% |
| 2380 | Financial Management Professionals#2380 · 2,138 sh | 2,138 | $601.2K | — | -7.3% |
| 2381 | Resolute Wealth Strategies#2381 · 2,134 sh | 2,134 | $600.2K | 0.23% | +6.3% |
| 2382 | Apollon Financial#2382 · 2,131 sh | 2,131 | $599.2K | — | +7.0% |
| 2383 | Z3 Capital Partners#2383 · 2,127 sh | 2,127 | $598.1K | 0.13% | -8.6% |
| 2384 | VUB Generali dochodkova spravcovska spolocnost, a.s.#2384 · 2,124 sh | 2,124 | $597.3K | — | 0.0% |
| 2385 | Freestate Advisors#2385 · 2,121 sh | 2,121 | $596.4K | — | 0.0% |
| 2386 | Southland Equity Partners#2386 · 2,118 sh | 2,118 | $595.7K | — | +0.9% |
| 2387 | Clear Creek Financial Management#2387 · 2,117 sh | 2,117 | $595.4K | 0.04% | +5.5% |
| 2388 | Providence Financial Advisors#2388 · 2,113 sh | 2,113 | $594.2K | 0.34% | -0.1% |
| 2389 | Financial Symmetry#2389 · 2,105 sh | 2,105 | $592.0K | — | -2.4% |
| 2390 | Pekin Hardy Strauss#2390 · 2,100 sh | 2,100 | $590.6K | 0.05% | -10.6% |
| 2391 | Centerline Wealth Advisors#2391 · 2,093 sh | 2,093 | $588.5K | — | +0.8% |
| 2392 | KRS Capital Management#2392 · 2,090 sh | 2,090 | $587.6K | — | -0.3% |
| 2393 | Lazard Freres Gestion S.A.S.#2393 · 2,078 sh | 2,078 | $584.0K | 0.01% | 0.0% |
| 2394 | W ADVISORS#2394 · 2,073 sh | 2,073 | $583.1K | 0.27% | +5.5% |
| 2395 | Friday Financial#2395 · 1,903 sh | 1,903 | $582.6K | — | +1.9% |
| 2396 | Tower Wealth Partners#2396 · 2,070 sh | 2,070 | $582.1K | 0.29% | -7.2% |
| 2397 | Nautilus Advisors#2397 · 2,019 sh | 2,019 | $580.5K | — | +16.8% |
| 2398 | FCG Investment#2398 · 2,063 sh | 2,063 | $580.1K | — | -11.8% |
| 2399 | JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT#2399 · 2,060 sh | 2,060 | $579.5K | — | -7.5% |
| 2400 | SONATA CAPITAL GROUP#2400 · 2,060 sh | 2,060 | $579.3K | — | -29.8% |
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.