INTERNATIONAL BUSINESS MACHINES CORP (IBM) — Institutional Holders, Q2 2026 (page 26)
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 2,501 to 2,600. 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 2,501–2,600 of 3,654
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2501 | Prosperity Financial Group#2501 · 1,834 sh | 1,834 | $516.0K | 0.16% | -14.1% |
| 2502 | True Link Financial Advisors#2502 · 1,832 sh | 1,832 | $515.2K | 0.03% | +0.8% |
| 2503 | BIRCH FINANCIAL GROUP#2503 · 1,829 sh | 1,829 | $514.4K | 0.26% | -4.1% |
| 2504 | BECK MACK & OLIVER#2504 · 1,826 sh | 1,826 | $513.5K | 0.01% | +7.3% |
| 2505 | Lantern Wealth Advisors#2505 · 1,825 sh | 1,825 | $513.2K | — | -14.2% |
| 2506 | Daybright Advisory Services#2506 · 2,294 sh | 2,294 | $513.1K | 0.12% | +0.1% |
| 2507 | Centric Wealth Management#2507 · 2,234 sh | 2,234 | $512.7K | 0.08% | 0.0% |
| 2508 | Prosperitas Financial#2508 · 1,823 sh | 1,823 | $512.7K | 0.16% | +30.5% |
| 2509 | Marble Harbor Investment Counsel#2509 · 1,823 sh | 1,823 | $512.6K | 0.05% | 0.0% |
| 2510 | Miller Investment Management#2510 · 1,822 sh | 1,822 | $512.4K | 0.05% | 0.0% |
| 2511 | Stonebridge Financial Group, / MO#2511 · 1,816 sh | 1,816 | $510.8K | 0.34% | +1.1% |
| 2512 | Great Diamond Partners#2512 · 1,815 sh | 1,815 | $510.4K | — | +5.7% |
| 2513 | MACROVIEW INVESTMENT MANAGEMENT#2513 · 1,813 sh | 1,813 | $509.9K | — | +13.5% |
| 2514 | WealthShield Partners#2514 · 1,813 sh | 1,813 | $509.9K | 0.08% | -58.6% |
| 2515 | SILVIA MCCOLL WEALTH MANAGEMENT#2515 · 1,811 sh | 1,811 | $509.3K | — | -4.7% |
| 2516 | RIA Advisory Group#2516 · 1,809 sh | 1,809 | $508.8K | — | -6.2% |
| 2517 | Birchcreek Wealth Management#2517 · 1,808 sh | 1,808 | $508.4K | 0.20% | +32.4% |
| 2518 | NIXON PEABODY#2518 · 1,805 sh | 1,805 | $507.5K | — | +41.7% |
| 2519 | Hubbell Strickland Wealth Management#2519 · 1,804 sh | 1,804 | $507.4K | 0.18% | 0.0% |
| 2520 | Capital Advantage#2520 · 1,803 sh | 1,803 | $507.1K | — | -5.1% |
| 2521 | Challenger Wealth Management#2521 · 1,802 sh | 1,802 | $506.8K | 0.37% | +2.4% |
| 2522 | RIVERSEDGE ADVISORS#2522 · 1,799 sh | 1,799 | $506.0K | — | +87.4% |
| 2523 | HAZLETT, BURT & WATSON#2523 · 1,797 sh | 1,797 | $506.0K | 0.13% | +5.0% |
| 2524 | BOK Financial Private Wealth#2524 · 1,799 sh | 1,799 | $505.9K | 0.03% | +0.9% |
| 2525 | CAMDEN NATIONAL BANK#2525 · 1,799 sh | 1,799 | $505.9K | 0.07% | 0.0% |
| 2526 | Decker Retirement Planning#2526 · 1,798 sh | 1,798 | $505.5K | — | +0.1% |
| 2527 | Baltimore-Washington Financial Advisors#2527 · 1,797 sh | 1,797 | $505.3K | 0.02% | +19.6% |
| 2528 | Impact Capital Partners#2528 · 1,797 sh | 1,797 | $505.3K | — | +34.3% |
| 2529 | Jacobsen Capital Management#2529 · 1,795 sh | 1,795 | $504.8K | — | -1.2% |
| 2530 | Petros Family Wealth#2530 · 1,795 sh | 1,795 | $504.8K | 0.31% | -7.4% |
| 2531 | RB Capital Management#2531 · 1,794 sh | 1,794 | $504.4K | 0.10% | +38.4% |
| 2532 | ARGUS INVESTORS' COUNSEL#2532 · 1,793 sh | 1,793 | $504.2K | — | +0.2% |
| 2533 | Coston, McIsaac & Partners#2533 · 1,792 sh | 1,792 | $504.0K | 0.10% | +0.1% |
| 2534 | Van Cleef Asset Management#2534 · 1,792 sh | 1,792 | $503.9K | — | 0.0% |
| 2535 | Brookwood Investment Group#2535 · 1,790 sh | 1,790 | $503.4K | 0.06% | -8.1% |
| 2536 | BRIGHT FINANCIAL ADVISORS#2536 · 1,787 sh | 1,787 | $502.5K | — | +15.5% |
| 2537 | BAKER BOYER NATIONAL BANK#2537 · 1,784 sh | 1,784 | $501.7K | 0.14% | -10.2% |
| 2538 | AlphaGrep UK Ltd#2538 · 1,784 sh | 1,784 | $501.7K | 0.15% | +70.6% |
| 2539 | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P#2539 · 1,781 sh | 1,781 | $500.8K | 0.06% | +4.4% |
| 2540 | Pacific Excel Wealth Advisors#2540 · 1,781 sh | 1,781 | $500.8K | 0.19% | New |
| 2541 | Heritage Family Offices, LLP#2541 · 1,781 sh | 1,781 | $500.8K | 0.19% | +25.1% |
| 2542 | DLK Investment Management#2542 · 2,894 sh | 2,894 | $500.5K | — | -5.1% |
| 2543 | JAMISON PRIVATE WEALTH MANAGEMENT#2543 · 1,773 sh | 1,773 | $498.5K | — | +0.6% |
| 2544 | Mattern Wealth Management#2544 · 1,769 sh | 1,769 | $497.5K | 0.08% | +1.8% |
| 2545 | Triune Financial Partners#2545 · 1,768 sh | 1,768 | $497.3K | 0.10% | +1.0% |
| 2546 | Dana Investment Advisors#2546 · 1,767 sh | 1,767 | $496.9K | 0.01% | -3.1% |
| 2547 | MONTCHANIN ASSET MANAGEMENT#2547 · 1,765 sh | 1,765 | $496.0K | 0.51% | 0.0% |
| 2548 | Lighthouse Financial#2548 · 1,761 sh | 1,761 | $495.2K | — | +5.4% |
| 2549 | PRIVATE MANAGEMENT GROUP#2549 · 1,761 sh | 1,761 | $495.1K | 0.01% | +0.1% |
| 2550 | Wilkerson Advisory Group#2550 · 1,758 sh | 1,758 | $494.5K | — | +8.0% |
| 2551 | Eagle Bay Advisors#2551 · 1,758 sh | 1,758 | $494.3K | — | +9.3% |
| 2552 | Fielder Capital Group#2552 · 1,753 sh | 1,753 | $492.9K | 0.11% | -0.2% |
| 2553 | COERENTE CAPITAL MANAGEMENT#2553 · 1,750 sh | 1,750 | $492.1K | 0.09% | 0.0% |
| 2554 | Fruth Investment Management#2554 · 1,750 sh | 1,750 | $492.0K | — | 0.0% |
| 2555 | Innovative Asset Advisors Group#2555 · 1,749 sh | 1,749 | $491.9K | 0.22% | -26.0% |
| 2556 | Mine & Arao Wealth Creation & Management#2556 · 1,749 sh | 1,749 | $491.8K | 0.18% | 0.0% |
| 2557 | Marathon Trading Investment Management#2557 · 1,749 sh | 1,749 | $491.8K | 0.02% | New |
| 2558 | PIONEER BANK N A#2558 · 1,748 sh | 1,748 | $491.6K | 0.11% | -0.7% |
| 2559 | BEARING POINT CAPITAL#2559 · 1,746 sh | 1,746 | $491.0K | 0.07% | New |
| 2560 | Gradient Capital Advisors#2560 · 1,744 sh | 1,744 | $490.5K | — | -13.6% |
| 2561 | Brucke Financial#2561 · 1,742 sh | 1,742 | $489.9K | — | +10.3% |
| 2562 | SJS Investment Consulting#2562 · 1,741 sh | 1,741 | $489.5K | — | -0.1% |
| 2563 | GUARDIAN WEALTH ADVISORS, / NC#2563 · 1,739 sh | 1,739 | $489.1K | 0.03% | -7.0% |
| 2564 | PREVAIL INNOVATIVE WEALTH ADVISORS#2564 · 1,734 sh | 1,734 | $487.6K | — | New |
| 2565 | CAP Partners#2565 · 1,733 sh | 1,733 | $487.4K | — | +4.0% |
| 2566 | WealthBridge Capital Management#2566 · 1,730 sh | 1,730 | $486.5K | — | +0.5% |
| 2567 | Ascension Capital Advisors#2567 · 1,729 sh | 1,729 | $486.2K | 0.14% | 0.0% |
| 2568 | Evansbrook#2568 · 1,727 sh | 1,727 | $485.6K | — | 0.0% |
| 2569 | GOULD ASSET MANAGEMENT#2569 · 1,724 sh | 1,724 | $484.8K | 0.08% | +1.8% |
| 2570 | Tranquility Partners#2570 · 1,724 sh | 1,724 | $484.8K | — | +9.5% |
| 2571 | Blueshift Asset Management#2571 · 1,722 sh | 1,722 | $484.2K | 0.11% | -27.6% |
| 2572 | Raab & Moskowitz Asset Management#2572 · 1,722 sh | 1,722 | $484.1K | 0.10% | +1.5% |
| 2573 | Annex Advisory Services#2573 · 1,721 sh | 1,721 | $483.9K | — | -82.9% |
| 2574 | Cannon Financial Strategists#2574 · 1,721 sh | 1,721 | $483.8K | — | +40.4% |
| 2575 | W.H. Cornerstone Investments#2575 · 1,717 sh | 1,717 | $482.8K | 0.27% | +3.6% |
| 2576 | Golden State Wealth Management#2576 · 1,716 sh | 1,716 | $482.7K | 0.04% | +17.6% |
| 2577 | Ariadne Wealth Management#2577 · 1,716 sh | 1,716 | $482.6K | 0.21% | +18.4% |
| 2578 | INVESCO#2578 · 1,715 sh | 1,715 | $482.3K | — | +23.3% |
| 2579 | Garrett Wealth Advisory Group#2579 · 1,712 sh | 1,712 | $481.4K | — | New |
| 2580 | EWA#2580 · 1,709 sh | 1,709 | $480.5K | 0.09% | -6.6% |
| 2581 | Kiker Wealth Management#2581 · 1,708 sh | 1,708 | $480.2K | 0.19% | +0.1% |
| 2582 | Betterment#2582 · 1,706 sh | 1,706 | $480.0K | <0.01% | New |
| 2583 | Asset Management Group#2583 · 1,707 sh | 1,707 | $480.0K | 0.07% | +0.4% |
| 2584 | Hilton Head Capital Partners#2584 · 1,706 sh | 1,706 | $479.7K | — | -25.0% |
| 2585 | COHEN & STEERS#2585 · 1,700 sh | 1,700 | $478.0K | <0.01% | 0.0% |
| 2586 | Steelhead Wealth Management#2586 · 1,700 sh | 1,700 | $478.0K | 0.19% | +11.4% |
| 2587 | Vision Retirement#2587 · 1,698 sh | 1,698 | $477.6K | 0.12% | -1.7% |
| 2588 | MCGUIRE CAPITAL ADVISORS#2588 · 1,698 sh | 1,698 | $477.4K | 0.26% | +14.0% |
| 2589 | SOUTHERN CAPITAL ADVISORS#2589 · 1,697 sh | 1,697 | $477.3K | — | +0.3% |
| 2590 | Trinity Wealth Management#2590 · 1,695 sh | 1,695 | $476.8K | — | +2.3% |
| 2591 | RATIONAL ADVISORS#2591 · 1,695 sh | 1,695 | $476.7K | 0.04% | New |
| 2592 | TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA#2592 · 1,694 sh | 1,694 | $476.4K | 0.53% | +102.1% |
| 2593 | STABLEFORD CAPITAL II#2593 · 1,690 sh | 1,690 | $475.2K | — | 0.0% |
| 2594 | ADKINS SEALE CAPITAL MANAGEMENT#2594 · 1,690 sh | 1,690 | $475.2K | 0.42% | -3.3% |
| 2595 | Cambridge Financial Group#2595 · 1,688 sh | 1,688 | $474.7K | — | -3.0% |
| 2596 | S&T BANK#2596 · 1,688 sh | 1,688 | $474.7K | 0.14% | -0.7% |
| 2597 | Meridian Financial Advisors#2597 · 1,688 sh | 1,688 | $474.7K | — | +0.5% |
| 2598 | Buck Wealth Strategies#2598 · 1,688 sh | 1,688 | $474.7K | 0.05% | -2.9% |
| 2599 | Oakmont Investment Advisors#2599 · 1,688 sh | 1,688 | $474.3K | — | -43.6% |
| 2600 | Community Financial Services Group#2600 · 1,656 sh | 1,656 | $474.0K | — | +58.0% |
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.