INTERNATIONAL BUSINESS MACHINES CORP (IBM) — Institutional Holders, Q2 2026 (page 27)
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 2,601 to 2,700. 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 2,601–2,700 of 3,654
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2601 | Bright Futures Wealth Management#2601 · 1,683 sh | 1,683 | $473.2K | — | -10.0% |
| 2602 | HFM Investment Advisors#2602 · 1,682 sh | 1,682 | $472.9K | 0.17% | +0.7% |
| 2603 | Milestone Asset Management Group#2603 · 1,681 sh | 1,681 | $472.8K | — | 0.0% |
| 2604 | Abbot Financial Management#2604 · 1,679 sh | 1,679 | $472.2K | 0.16% | +9.7% |
| 2605 | Vista Private Wealth Partners.#2605 · 2,014 sh | 2,014 | $471.9K | — | +11.9% |
| 2606 | KPP Advisory Services#2606 · 1,677 sh | 1,677 | $471.5K | — | -21.2% |
| 2607 | ICONIQ Capital#2607 · 1,676 sh | 1,676 | $471.3K | 0.01% | New |
| 2608 | Saxony Capital Management#2608 · 1,674 sh | 1,674 | $470.8K | — | +54.0% |
| 2609 | truNorth Financial Services#2609 · 1,674 sh | 1,674 | $470.7K | 0.42% | New |
| 2610 | Kentucky#2610 · 1,670 sh | 1,670 | $469.6K | — | 0.0% |
| 2611 | Kellett Wealth Advisors#2611 · 1,667 sh | 1,667 | $468.8K | — | +5.6% |
| 2612 | Sterling Financial Planning#2612 · 1,667 sh | 1,667 | $468.7K | 0.13% | 0.0% |
| 2613 | Sterling Investment Advisors, Ltd.#2613 · 1,666 sh | 1,666 | $468.6K | 0.08% | -12.0% |
| 2614 | CoreFirst Bank#2614 · 1,666 sh | 1,666 | $468.5K | 0.23% | 0.0% |
| 2615 | Harvest Portfolios Group#2615 · 1,666 sh | 1,666 | $468.5K | <0.01% | +10.3% |
| 2616 | Altus Wealth Group#2616 · 1,665 sh | 1,665 | $468.2K | — | +12.0% |
| 2617 | LIBERTY ONE INVESTMENT MANAGEMENT#2617 · 1,665 sh | 1,665 | $468.1K | 0.05% | +13.2% |
| 2618 | BUCKHEAD CAPITAL MANAGEMENT#2618 · 1,663 sh | 1,663 | $467.7K | 0.16% | -1.5% |
| 2619 | Reyes Financial Architecture#2619 · 1,663 sh | 1,663 | $467.7K | — | -24.5% |
| 2620 | MIRAMONTES CAPITAL#2620 · 1,661 sh | 1,661 | $467.2K | — | 0.0% |
| 2621 | Peak Planning Group#2621 · 1,660 sh | 1,660 | $466.9K | 0.11% | +35.3% |
| 2622 | KEB ASSET MANAGEMENT#2622 · 1,658 sh | 1,658 | $466.1K | 0.08% | -17.5% |
| 2623 | MRA Advisory Group#2623 · 1,657 sh | 1,657 | $465.8K | — | -15.2% |
| 2624 | KILEY JUERGENS WEALTH MANAGEMENT#2624 · 1,656 sh | 1,656 | $465.6K | 0.07% | -12.5% |
| 2625 | Clearwave Capital#2625 · 1,652 sh | 1,652 | $464.4K | 0.26% | +1.3% |
| 2626 | Vantus Wealth#2626 · 1,651 sh | 1,651 | $464.3K | 0.25% | — |
| 2627 | 55 North Private Wealth#2627 · 1,648 sh | 1,648 | $463.5K | — | +15.2% |
| 2628 | Hickory Point Bank#2628 · 1,645 sh | 1,645 | $462.6K | — | 0.0% |
| 2629 | Amplius Wealth Advisors#2629 · 1,644 sh | 1,644 | $462.3K | — | +19.8% |
| 2630 | Parkwoods Wealth Partners#2630 · 1,643 sh | 1,643 | $462.0K | 0.07% | +3.5% |
| 2631 | GW HENSSLER & ASSOCIATES LTD#2631 · 1,641 sh | 1,641 | $461.5K | — | -5.4% |
| 2632 | Brand Asset Management Group#2632 · 1,636 sh | 1,636 | $460.1K | 0.10% | -15.6% |
| 2633 | Private Wealth Partners#2633 · 1,636 sh | 1,636 | $460.1K | — | -40.0% |
| 2634 | SWISS RE LTD#2634 · 1,632 sh | 1,632 | $458.9K | 0.04% | +618.9% |
| 2635 | Nicholson Wealth Management Group#2635 · 1,632 sh | 1,632 | $458.9K | 0.27% | +1.4% |
| 2636 | COTTONWOOD CAPITAL ADVISORS#2636 · 1,630 sh | 1,630 | $458.4K | — | 0.0% |
| 2637 | Bucket List Wealth Management#2637 · 1,629 sh | 1,629 | $458.1K | — | +3.8% |
| 2638 | Legacy Wealth Partners#2638 · 1,628 sh | 1,628 | $457.9K | — | +1.1% |
| 2639 | Woodside Wealth Management#2639 · 1,627 sh | 1,627 | $457.5K | — | 0.0% |
| 2640 | 1834 INVESTMENT ADVISORS#2640 · 1,626 sh | 1,626 | $457.2K | — | +11.8% |
| 2641 | Hudson Capital Management#2641 · 1,626 sh | 1,626 | $457.2K | — | +1.5% |
| 2642 | Canton Hathaway#2642 · 1,621 sh | 1,621 | $455.8K | — | 0.0% |
| 2643 | Brown Financial Advisors#2643 · 1,615 sh | 1,615 | $454.2K | 0.16% | +0.5% |
| 2644 | Krane Funds Advisors#2644 · 1,614 sh | 1,614 | $453.9K | 0.02% | -27.4% |
| 2645 | Lee Financial#2645 · 1,613 sh | 1,613 | $453.7K | — | +0.7% |
| 2646 | Koss-Olinger Consulting#2646 · 1,610 sh | 1,610 | $452.7K | 0.03% | -11.6% |
| 2647 | Nicholson Meyer Capital Management#2647 · 1,610 sh | 1,610 | $452.7K | 0.30% | +0.9% |
| 2648 | SUTTON PLACE INVESTORS#2648 · 1,608 sh | 1,608 | $452.1K | — | +1.8% |
| 2649 | Raleigh Capital Management#2649 · 1,606 sh | 1,606 | $451.7K | 0.14% | -1.0% |
| 2650 | TIEMANN INVESTMENT ADVISORS#2650 · 1,605 sh | 1,605 | $451.3K | 0.16% | -4.5% |
| 2651 | Ellis Investment Partners#2651 · 1,604 sh | 1,604 | $451.1K | — | +12.9% |
| 2652 | Baron Wealth Management#2652 · 1,603 sh | 1,603 | $450.7K | 0.12% | +8.8% |
| 2653 | Triton Wealth Management, PLLC#2653 · 1,492 sh | 1,492 | $450.7K | 0.14% | -2.0% |
| 2654 | Maia Wealth#2654 · 1,601 sh | 1,601 | $450.1K | — | -2.6% |
| 2655 | FLYNN ZITO CAPITAL MANAGEMENT#2655 · 1,600 sh | 1,600 | $449.9K | 0.12% | -0.3% |
| 2656 | Norway Savings Bank#2656 · 1,597 sh | 1,597 | $449.1K | — | 0.0% |
| 2657 | BLODGETT WEALTH ADVISORS#2657 · 1,595 sh | 1,595 | $448.5K | — | +0.1% |
| 2658 | Wellington Grp#2658 · 1,849 sh | 1,849 | $448.2K | 0.14% | 0.0% |
| 2659 | MANNING & NAPIER ADVISORS#2659 · 1,612 sh | 1,612 | $448.1K | <0.01% | +2885.2% |
| 2660 | GC Wealth Management RIA#2660 · 1,593 sh | 1,593 | $448.0K | 0.03% | -10.0% |
| 2661 | Meadow Creek Wealth Advisors#2661 · 1,591 sh | 1,591 | $447.4K | 0.27% | -28.5% |
| 2662 | BRADY FAMILY WEALTH#2662 · 1,588 sh | 1,588 | $446.6K | 0.13% | 0.0% |
| 2663 | Twin Tree Management#2663 · 1,587 sh | 1,587 | $446.3K | <0.01% | -82.4% |
| 2664 | Rochester Wealth Strategies#2664 · 1,586 sh | 1,586 | $446.0K | 0.25% | +0.8% |
| 2665 | AMI ASSET MANAGEMENT#2665 · 1,582 sh | 1,582 | $444.9K | — | +1.2% |
| 2666 | Range Advisory#2666 · 1,580 sh | 1,580 | $444.2K | 0.05% | +47.8% |
| 2667 | Claret Asset Management#2667 · 1,580 sh | 1,580 | $444.0K | 0.05% | -1.7% |
| 2668 | PRENTISS SMITH#2668 · 1,578 sh | 1,578 | $443.7K | 0.24% | 0.0% |
| 2669 | Eagle Bluffs Wealth Management#2669 · 1,576 sh | 1,576 | $443.2K | — | 0.0% |
| 2670 | Alchemi Wealth#2670 · 1,575 sh | 1,575 | $443.2K | 0.21% | -7.7% |
| 2671 | Harold Davidson & Associates#2671 · 1,575 sh | 1,575 | $442.9K | 0.19% | +2.3% |
| 2672 | Marotta Asset Management#2672 · 1,547 sh | 1,547 | $442.8K | — | -2.0% |
| 2673 | SEEDS INVESTOR#2673 · 1,574 sh | 1,574 | $442.6K | 0.05% | +0.7% |
| 2674 | LeConte Wealth Management#2674 · 1,573 sh | 1,573 | $442.4K | — | +7.5% |
| 2675 | Gibson Capital#2675 · 1,572 sh | 1,572 | $442.2K | — | 0.0% |
| 2676 | WEST BANCORPORATION#2676 · 1,565 sh | 1,565 | $440.1K | 0.19% | 0.0% |
| 2677 | Atwater Malick#2677 · 1,565 sh | 1,565 | $440.1K | — | +15.2% |
| 2678 | Asset Planning#2678 · 1,564 sh | 1,564 | $439.9K | — | +0.1% |
| 2679 | EntryPoint Capital#2679 · 1,563 sh | 1,563 | $439.5K | 0.11% | New |
| 2680 | AVISO WEALTH MANAGEMENT#2680 · 1,562 sh | 1,562 | $439.3K | 0.15% | +5.0% |
| 2681 | Trilogy Capital#2681 · 1,560 sh | 1,560 | $438.7K | — | +24.7% |
| 2682 | RETIREMENT GUYS FORMULA#2682 · 1,578 sh | 1,578 | $438.5K | — | +1.0% |
| 2683 | FOUNDATION RESOURCE MANAGEMENT#2683 · 1,559 sh | 1,559 | $438.4K | — | +11.4% |
| 2684 | American Institute for Advanced Investment Management, LLP#2684 · 1,557 sh | 1,557 | $437.8K | 0.25% | -6.0% |
| 2685 | COFG Advisors#2685 · 1,556 sh | 1,556 | $437.5K | 0.08% | +13.0% |
| 2686 | Harvest Investment Services#2686 · 1,555 sh | 1,555 | $437.3K | 0.07% | +77.9% |
| 2687 | Aurora Private Wealth#2687 · 1,553 sh | 1,553 | $437.0K | — | +22.2% |
| 2688 | Canvas Wealth Advisors#2688 · 1,553 sh | 1,553 | $436.8K | 0.06% | +5.9% |
| 2689 | Second Line Capital#2689 · 1,553 sh | 1,553 | $436.7K | 0.08% | -41.1% |
| 2690 | Mission Creek Capital Partners#2690 · 17,856 sh | 17,856 | $436.5K | 0.08% | +0.5% |
| 2691 | Qube Research & Technologies Ltd#2691 · 1,552 sh | 1,552 | $436.4K | <0.01% | -98.8% |
| 2692 | Progressive Investment Management#2692 · 1,548 sh | 1,548 | $435.3K | — | -28.0% |
| 2693 | ASL Financial#2693 · 1,548 sh | 1,548 | $435.3K | — | 0.0% |
| 2694 | Cornerstone Planning Group#2694 · 2,111 sh | 2,111 | $434.5K | — | +5.4% |
| 2695 | Southern Financial Group#2695 · 1,542 sh | 1,542 | $433.7K | 0.11% | +6.3% |
| 2696 | VESTIA PERSONAL WEALTH ADVISORS#2696 · 1,538 sh | 1,538 | $432.5K | — | -3.0% |
| 2697 | Polymer Capital Management (US)#2697 · 1,534 sh | 1,534 | $431.4K | 0.06% | New |
| 2698 | Human Investing#2698 · 1,533 sh | 1,533 | $431.1K | — | +0.1% |
| 2699 | ZEGA Investments#2699 · 1,531 sh | 1,531 | $430.6K | 0.04% | New |
| 2700 | Sage Financial Management Group#2700 · 1,530 sh | 1,530 | $430.4K | 0.12% | -2.5% |
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.