INTERNATIONAL BUSINESS MACHINES CORP (IBM) — Institutional Holders, Q2 2026 (page 25)
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 2,401 to 2,500. 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 2,401–2,500 of 3,654
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2401 | CHELSEA COUNSEL#2401 · 2,057 sh | 2,057 | $578.4K | 0.24% | 0.0% |
| 2402 | Goldstein Advisors#2402 · 2,052 sh | 2,052 | $577.0K | — | +56.6% |
| 2403 | BURLING WEALTH PARTNERS#2403 · 2,051 sh | 2,051 | $576.8K | 0.08% | -6.8% |
| 2404 | Glass Wealth Management#2404 · 2,050 sh | 2,050 | $576.5K | 0.19% | 0.0% |
| 2405 | Nadler Financial Group#2405 · 2,044 sh | 2,044 | $574.8K | — | +0.9% |
| 2406 | Tandem Investment Partners#2406 · 2,044 sh | 2,044 | $574.8K | — | +0.1% |
| 2407 | CFM WEALTH PARTNERS#2407 · 2,041 sh | 2,041 | $574.0K | 0.07% | 0.0% |
| 2408 | VeraBank, N.A.#2408 · 2,040 sh | 2,040 | $573.7K | 0.09% | -6.8% |
| 2409 | Systematic Alpha Investments#2409 · 2,040 sh | 2,040 | $573.7K | 0.02% | 0.0% |
| 2410 | Inlet Private Wealth#2410 · 2,040 sh | 2,040 | $573.6K | — | -55.1% |
| 2411 | CHANNEL WEALTH#2411 · 2,038 sh | 2,038 | $573.1K | 0.13% | +2.2% |
| 2412 | WOODMONT INVESTMENT COUNSEL#2412 · 2,037 sh | 2,037 | $572.8K | 0.03% | +1.1% |
| 2413 | SwitchPoint Financial Planning#2413 · 2,037 sh | 2,037 | $572.8K | 0.33% | -0.4% |
| 2414 | UNION SAVINGS BANK#2414 · 2,037 sh | 2,037 | $572.8K | — | -3.0% |
| 2415 | Edgestream Partners, L.P.#2415 · 2,030 sh | 2,030 | $570.9K | 0.02% | +18.2% |
| 2416 | 626 Financial#2416 · 2,028 sh | 2,028 | $570.3K | 0.22% | -1.2% |
| 2417 | 1900 WEALTH MANAGEMENT#2417 · 2,027 sh | 2,027 | $570.0K | — | +76.3% |
| 2418 | Traynor Capital Management#2418 · 2,022 sh | 2,022 | $568.7K | 0.03% | +7.6% |
| 2419 | SWEENEY & MICHEL#2419 · 2,396 sh | 2,396 | $568.4K | — | +0.6% |
| 2420 | GTS SECURITIES#2420 · 2,021 sh | 2,021 | $568.3K | 0.01% | -36.8% |
| 2421 | LOOMIS SAYLES & L P#2421 · 2,020 sh | 2,020 | $568.0K | <0.01% | +166.8% |
| 2422 | CKW FINANCIAL GROUP#2422 · 1,983 sh | 1,983 | $568.0K | 0.06% | +1.2% |
| 2423 | Capital Markets Trading UK LLP#2423 · 2,017 sh | 2,017 | $567.0K | <0.01% | -34.3% |
| 2424 | Texas Capital Bank Wealth Management Services#2424 · 2,012 sh | 2,012 | $565.8K | 0.03% | +6.0% |
| 2425 | BEACON INVESTMENT ADVISORS#2425 · 2,009 sh | 2,009 | $565.0K | 0.18% | 0.0% |
| 2426 | Johnson Financial Group#2426 · 2,007 sh | 2,007 | $564.4K | 0.03% | +65.3% |
| 2427 | PEOPLES BANK#2427 · 2,002 sh | 2,002 | $563.0K | — | +0.5% |
| 2428 | Worth Asset Management#2428 · 2,002 sh | 2,002 | $562.9K | — | +15.5% |
| 2429 | FORTRESS PRIVATE LEDGER#2429 · 2,002 sh | 2,002 | $562.9K | 0.15% | -52.6% |
| 2430 | Shotwell Rutter Baer#2430 · 2,002 sh | 2,002 | $562.8K | — | 0.0% |
| 2431 | MCDANIEL TERRY#2431 · 1,988 sh | 1,988 | $559.0K | 0.04% | 0.0% |
| 2432 | Fragasso Group#2432 · 1,985 sh | 1,985 | $558.1K | — | -2.8% |
| 2433 | Rosenberg Matthew Hamilton#2433 · 1,983 sh | 1,983 | $557.8K | — | +5.6% |
| 2434 | FOSTER DYKEMA CABOT & PARTNERS#2434 · 1,982 sh | 1,982 | $557.4K | 0.03% | 0.0% |
| 2435 | Beverly Hills Private Wealth#2435 · 1,982 sh | 1,982 | $557.3K | 0.11% | -41.2% |
| 2436 | Arrowroot Family Office#2436 · 1,976 sh | 1,976 | $555.8K | 0.16% | +7.2% |
| 2437 | Buckley Wealth Management#2437 · 1,970 sh | 1,970 | $554.0K | 0.14% | New |
| 2438 | Planning Center#2438 · 1,970 sh | 1,970 | $554.0K | 0.05% | -0.1% |
| 2439 | Counterweight Ventures#2439 · 1,966 sh | 1,966 | $552.9K | 0.28% | 0.0% |
| 2440 | Everest Financial Group#2440 · 1,962 sh | 1,962 | $551.7K | 0.07% | -0.5% |
| 2441 | MA Private Wealth#2441 · 1,960 sh | 1,960 | $551.2K | 0.08% | -0.9% |
| 2442 | Willis Investment Counsel#2442 · 1,958 sh | 1,958 | $550.7K | — | +1.2% |
| 2443 | Madison Wealth Partners#2443 · 1,956 sh | 1,956 | $550.0K | 0.07% | +79.4% |
| 2444 | SUMMIT WEALTH GROUP#2444 · 1,955 sh | 1,955 | $549.7K | 0.05% | +27.5% |
| 2445 | Westerkirk Capital#2445 · 1,953 sh | 1,953 | $549.2K | 0.05% | 0.0% |
| 2446 | Resurgent Financial Advisors#2446 · 1,952 sh | 1,952 | $548.9K | 0.15% | +20.0% |
| 2447 | Wagner Wealth Management#2447 · 1,951 sh | 1,951 | $548.7K | — | New |
| 2448 | West Wealth Group#2448 · 1,949 sh | 1,949 | $548.2K | — | +6.1% |
| 2449 | Cove Private Wealth#2449 · 1,949 sh | 1,949 | $548.1K | 0.11% | +0.7% |
| 2450 | BOS Asset Management#2450 · 1,945 sh | 1,945 | $547.0K | — | 0.0% |
| 2451 | Maloon Powers Pitre Higgins & Dennehy#2451 · 1,944 sh | 1,944 | $546.6K | 0.19% | — |
| 2452 | WEDGE CAPITAL MANAGEMENT L L P#2452 · 1,942 sh | 1,942 | $546.1K | — | +0.9% |
| 2453 | BAKER TILLY WEALTH MANAGEMENT#2453 · 1,939 sh | 1,939 | $545.3K | — | -22.8% |
| 2454 | Beacon Financial Advisory#2454 · 1,938 sh | 1,938 | $545.1K | — | -10.7% |
| 2455 | American Investment Services#2455 · 1,937 sh | 1,937 | $544.7K | 0.12% | -53.6% |
| 2456 | New World Advisors#2456 · 1,936 sh | 1,936 | $544.4K | 0.09% | +7.9% |
| 2457 | PENNINGTON PARTNERS#2457 · 1,932 sh | 1,932 | $543.3K | 0.17% | +12.2% |
| 2458 | Parvin Asset Management#2458 · 1,930 sh | 1,930 | $542.7K | 0.43% | +4.3% |
| 2459 | PRESILIUM PRIVATE WEALTH#2459 · 1,927 sh | 1,927 | $541.9K | — | +5.2% |
| 2460 | Foguth Wealth Management#2460 · 2,541 sh | 2,541 | $541.2K | — | -2.4% |
| 2461 | KHAZANAH NASIONAL BERHAD#2461 · 1,915 sh | 1,915 | $538.5K | 0.03% | -5.3% |
| 2462 | FSB PREMIER WEALTH MANAGEMENT#2462 · 1,914 sh | 1,914 | $538.3K | 0.15% | -0.1% |
| 2463 | AIA Group Ltd#2463 · 1,913 sh | 1,913 | $538.0K | <0.01% | New |
| 2464 | ABLE Financial Group#2464 · 1,911 sh | 1,911 | $537.4K | — | -3.4% |
| 2465 | BARON SILVER STEVENS FINANCIAL ADVISORS#2465 · 1,909 sh | 1,909 | $536.8K | 0.07% | +34.6% |
| 2466 | King Wealth Management Group#2466 · 1,907 sh | 1,907 | $536.0K | 0.06% | +0.7% |
| 2467 | Hummer Financial Advisory Services#2467 · 1,902 sh | 1,902 | $534.9K | — | 0.0% |
| 2468 | OMNI 360 Wealth#2468 · 1,901 sh | 1,901 | $534.6K | — | +11.8% |
| 2469 | FIRST NATIONAL BANK SIOUX FALLS#2469 · 2,129 sh | 2,129 | $534.4K | — | 0.0% |
| 2470 | CHAPIN DAVIS#2470 · 1,897 sh | 1,897 | $533.5K | — | -9.5% |
| 2471 | Legacy Advisors#2471 · 1,896 sh | 1,896 | $533.2K | — | +15.6% |
| 2472 | Coastline#2472 · 1,891 sh | 1,891 | $531.8K | — | 0.0% |
| 2473 | HCR Wealth Advisors#2473 · 1,891 sh | 1,891 | $531.8K | — | -0.3% |
| 2474 | TruNorth Capital Management#2474 · 1,887 sh | 1,887 | $530.8K | — | +9.1% |
| 2475 | JGP Wealth Management#2475 · 1,886 sh | 1,886 | $530.3K | — | +7.2% |
| 2476 | PFS Partners#2476 · 1,886 sh | 1,886 | $530.3K | — | +8.4% |
| 2477 | WFA of San Diego#2477 · 2,233 sh | 2,233 | $529.5K | 0.43% | -8.1% |
| 2478 | Legacy#2478 · 1,881 sh | 1,881 | $529.0K | 0.09% | -43.8% |
| 2479 | Purus Wealth Management#2479 · 1,880 sh | 1,880 | $528.7K | — | +11.8% |
| 2480 | ACORN FINANCIAL ADVISORY SERVICES#2480 · 1,877 sh | 1,877 | $527.9K | 0.07% | -17.1% |
| 2481 | Engineers Gate Manager#2481 · 1,872 sh | 1,872 | $526.4K | <0.01% | New |
| 2482 | West Branch Capital#2482 · 1,871 sh | 1,871 | $526.1K | — | -73.3% |
| 2483 | Private Wealth Management Group#2483 · 1,870 sh | 1,870 | $525.9K | — | +46.7% |
| 2484 | Rise Advisors#2484 · 1,865 sh | 1,865 | $524.4K | — | +1.9% |
| 2485 | Yanni & Associates Investment Advisors#2485 · 1,865 sh | 1,865 | $524.3K | — | -2.6% |
| 2486 | Davis Investment Partners#2486 · 1,865 sh | 1,865 | $524.3K | 0.16% | -9.2% |
| 2487 | Green Ridge Wealth Planning#2487 · 1,864 sh | 1,864 | $524.3K | — | -0.1% |
| 2488 | Community Bank of Raymore#2488 · 1,860 sh | 1,860 | $523.1K | — | 0.0% |
| 2489 | DIAMANT ASSET MANAGEMENT#2489 · 1,860 sh | 1,860 | $523.1K | 0.36% | -99.6% |
| 2490 | Aberdeen Wealth Management#2490 · 1,857 sh | 1,857 | $522.2K | 0.25% | -35.0% |
| 2491 | Integris Wealth Management#2491 · 1,855 sh | 1,855 | $521.6K | — | +1.4% |
| 2492 | MPS Loria Financial Planners#2492 · 1,854 sh | 1,854 | $521.4K | — | +2.4% |
| 2493 | Whelan Financial#2493 · 1,852 sh | 1,852 | $520.9K | 0.14% | -1.3% |
| 2494 | Golden Reserve Retirement#2494 · 1,850 sh | 1,850 | $520.4K | 0.08% | +39.3% |
| 2495 | XTX Topco Ltd#2495 · 1,848 sh | 1,848 | $519.7K | <0.01% | -72.4% |
| 2496 | CITY NATIONAL BANK OF FLORIDA#2496 · 1,847 sh | 1,847 | $519.4K | 0.22% | New |
| 2497 | Dash Acquisitions#2497 · 2,200 sh | 2,200 | $519.2K | 0.11% | -8.9% |
| 2498 | Rose Capital Advisors#2498 · 1,844 sh | 1,844 | $518.6K | 0.26% | — |
| 2499 | Global Wealth Strategies & Associates#2499 · 1,842 sh | 1,842 | $518.0K | — | +0.8% |
| 2500 | LANDAAS & /WI#2500 · 1,836 sh | 1,836 | $516.2K | 0.09% | +0.2% |
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.