INTERNATIONAL BUSINESS MACHINES CORP (IBM) — Institutional Holders, Q2 2026 (page 28)
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 2,701 to 2,800. 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 2,701–2,800 of 3,654
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2701 | ALEXANDER LABRUNERIE#2701 · 1,530 sh | 1,530 | $430.2K | 0.15% | -3.2% |
| 2702 | Greater Midwest Financial Group#2702 · 1,528 sh | 1,528 | $429.8K | — | +0.5% |
| 2703 | First Growth Capital#2703 · 1,528 sh | 1,528 | $429.7K | — | +22.2% |
| 2704 | Baugh & Associates#2704 · 1,527 sh | 1,527 | $429.5K | — | 0.0% |
| 2705 | JT Stratford#2705 · 1,525 sh | 1,525 | $428.8K | 0.05% | +16.1% |
| 2706 | FIDUCIARY FINANCIAL GROUP#2706 · 1,525 sh | 1,525 | $428.8K | — | -28.6% |
| 2707 | Capital Management Associates#2707 · 1,524 sh | 1,524 | $428.6K | — | +2.5% |
| 2708 | Wingate Wealth Advisors#2708 · 1,522 sh | 1,522 | $428.0K | — | 0.0% |
| 2709 | Coastwise Capital Group#2709 · 1,517 sh | 1,517 | $426.7K | 0.25% | -0.4% |
| 2710 | Exit Wealth Advisors#2710 · 1,515 sh | 1,515 | $426.0K | 0.19% | +0.6% |
| 2711 | MONOGRAPH WEALTH ADVISORS#2711 · 1,514 sh | 1,514 | $425.8K | 0.04% | 0.0% |
| 2712 | Flower City Capital#2712 · 1,514 sh | 1,514 | $425.8K | — | +29.0% |
| 2713 | TAGStone Capital#2713 · 1,513 sh | 1,513 | $425.4K | 0.14% | +0.2% |
| 2714 | NOESIS CAPITAL MANGEMENT#2714 · 1,512 sh | 1,512 | $425.3K | — | -15.9% |
| 2715 | Horizon Advisory Services#2715 · 1,508 sh | 1,508 | $424.1K | 0.18% | 0.0% |
| 2716 | Financial Futures Ltd Liability#2716 · 1,508 sh | 1,508 | $424.1K | — | -30.7% |
| 2717 | Berkeley Capital Partners#2717 · 1,506 sh | 1,506 | $423.5K | 0.09% | +46.9% |
| 2718 | RICHARDSON FINANCIAL SERVICES#2718 · 1,505 sh | 1,505 | $423.2K | 0.24% | -10.0% |
| 2719 | CALIBER WEALTH MANAGEMENT, / KS#2719 · 1,502 sh | 1,502 | $422.3K | 0.04% | +5.6% |
| 2720 | NEW SOUTH CAPITAL MANAGEMENT#2720 · 1,500 sh | 1,500 | $421.8K | 0.02% | 0.0% |
| 2721 | Stanley-Laman Group, Ltd.#2721 · 1,500 sh | 1,500 | $421.8K | — | 0.0% |
| 2722 | Gibson Wealth Advisors#2722 · 1,500 sh | 1,500 | $421.8K | — | 0.0% |
| 2723 | Fortune Financial Advisors#2723 · 1,500 sh | 1,500 | $421.8K | 0.18% | 0.0% |
| 2724 | Curated Wealth Partners#2724 · 1,500 sh | 1,500 | $421.8K | — | +39.9% |
| 2725 | Clarity Wealth Advisors#2725 · 1,498 sh | 1,498 | $421.3K | — | -0.8% |
| 2726 | Stone Summit Wealth#2726 · 1,496 sh | 1,496 | $420.7K | — | -11.8% |
| 2727 | North Capital#2727 · 1,496 sh | 1,496 | $420.6K | — | +0.8% |
| 2728 | Paulson Wealth Management#2728 · 1,493 sh | 1,493 | $419.8K | 0.09% | +3.3% |
| 2729 | Topsail Wealth Management#2729 · 1,487 sh | 1,487 | $418.2K | 0.05% | -1.7% |
| 2730 | Falcon Wealth Planning#2730 · 1,484 sh | 1,484 | $417.2K | 0.03% | +12.7% |
| 2731 | Jacksonville Wealth Management#2731 · 1,483 sh | 1,483 | $417.2K | 0.24% | -2.0% |
| 2732 | LWM Advisory Services#2732 · 1,482 sh | 1,482 | $416.8K | 0.74% | -23.0% |
| 2733 | Sound Portfolio Advisors#2733 · 1,479 sh | 1,479 | $415.9K | 0.30% | -1.1% |
| 2734 | Wealth Alliance Advisory Group#2734 · 1,479 sh | 1,479 | $415.9K | — | +2.4% |
| 2735 | GUERRA PAN ADVISORS#2735 · 1,478 sh | 1,478 | $415.6K | — | 0.0% |
| 2736 | PFG Private Wealth Management#2736 · 1,474 sh | 1,474 | $414.5K | — | +3.7% |
| 2737 | Strategic Investment Advisors / MI#2737 · 1,472 sh | 1,472 | $413.8K | 0.03% | -7.1% |
| 2738 | Carter Financial Group#2738 · 1,468 sh | 1,468 | $413.0K | — | -7.0% |
| 2739 | PRIMORIS WEALTH ADVISORS#2739 · 1,468 sh | 1,468 | $412.8K | 0.19% | +1.7% |
| 2740 | Twin Lakes Capital Management#2740 · 1,465 sh | 1,465 | $411.8K | 0.16% | +0.6% |
| 2741 | INTEGRAL INVESTMENT ADVISORS#2741 · 1,463 sh | 1,463 | $411.5K | 0.09% | +29.8% |
| 2742 | FIDUCIENT ADVISORS#2742 · 1,463 sh | 1,463 | $411.4K | 0.06% | -5.0% |
| 2743 | Detalus Advisors#2743 · 1,463 sh | 1,463 | $411.4K | — | 0.0% |
| 2744 | WJ Interests#2744 · 1,462 sh | 1,462 | $411.1K | — | 0.0% |
| 2745 | Flagship Capital Management#2745 · 1,461 sh | 1,461 | $411.0K | — | +0.1% |
| 2746 | Rockline Wealth Management#2746 · 1,456 sh | 1,456 | $409.4K | — | -4.2% |
| 2747 | Wealth Advisors of Iowa#2747 · 1,456 sh | 1,456 | $409.3K | 0.11% | +0.6% |
| 2748 | NORTHWEST WEALTH MANAGEMENT#2748 · 1,455 sh | 1,455 | $409.0K | 0.05% | +19.4% |
| 2749 | LEIGH BALDWIN#2749 · 1,452 sh | 1,452 | $408.4K | 0.22% | -20.9% |
| 2750 | WASHINGTON BANK#2750 · 1,452 sh | 1,452 | $408.3K | 0.03% | -30.0% |
| 2751 | guardian investment management#2751 · 1,450 sh | 1,450 | $407.8K | — | 0.0% |
| 2752 | Counterpoint Mutual Funds#2752 · 1,450 sh | 1,450 | $407.8K | — | -91.7% |
| 2753 | ProVise Management Group#2753 · 1,450 sh | 1,450 | $407.7K | 0.03% | +0.3% |
| 2754 | INVESTED ADVISORS#2754 · 1,447 sh | 1,447 | $406.9K | — | -7.1% |
| 2755 | Holocene Advisors#2755 · 1,444 sh | 1,444 | $406.1K | <0.01% | New |
| 2756 | Windsor Capital Management#2756 · 1,443 sh | 1,443 | $406.1K | — | -17.7% |
| 2757 | Semus Wealth Partners#2757 · 1,440 sh | 1,440 | $405.0K | — | +42.7% |
| 2758 | Armbruster Capital Management#2758 · 1,440 sh | 1,440 | $404.9K | — | -4.3% |
| 2759 | Serenus Wealth Advisors#2759 · 1,438 sh | 1,438 | $404.5K | 0.07% | 0.0% |
| 2760 | Woodward Financial Advisors#2760 · 1,437 sh | 1,437 | $404.1K | — | New |
| 2761 | NFP Retirement#2761 · 1,437 sh | 1,437 | $404.0K | 0.02% | -34.0% |
| 2762 | Tanager Wealth Management LLP#2762 · 1,436 sh | 1,436 | $403.8K | — | +44.9% |
| 2763 | Colonial Advisors#2763 · 1,429 sh | 1,429 | $401.9K | 0.03% | +0.8% |
| 2764 | Prairie Wealth Advisors#2764 · 0 sh | 0 | $400.5K | 0.10% | New |
| 2765 | Bernardo Wealth Planning#2765 · 1,421 sh | 1,421 | $399.7K | — | +7.3% |
| 2766 | Wallace Advisory Group#2766 · 1,417 sh | 1,417 | $398.5K | 0.37% | -0.1% |
| 2767 | Gemmer Asset Management#2767 · 1,412 sh | 1,412 | $397.1K | — | -10.4% |
| 2768 | Madrid Wealth Management#2768 · 1,412 sh | 1,412 | $397.1K | — | +1.4% |
| 2769 | GW&K Investment Management#2769 · 1,410 sh | 1,410 | $397.0K | <0.01% | -0.4% |
| 2770 | Lotus Technology Management#2770 · 1,411 sh | 1,411 | $396.8K | 0.49% | New |
| 2771 | Bolthouse Investments#2771 · 1,410 sh | 1,410 | $396.5K | 0.32% | 0.0% |
| 2772 | Sterling Investment Counsel#2772 · 1,408 sh | 1,408 | $395.9K | — | -5.7% |
| 2773 | Peak Retirement Planning#2773 · 1,408 sh | 1,408 | $395.8K | 0.06% | +11.3% |
| 2774 | HC Advisors#2774 · 1,405 sh | 1,405 | $395.1K | 0.24% | 0.0% |
| 2775 | Silver Coast Investments#2775 · 1,402 sh | 1,402 | $394.3K | 0.12% | +47.3% |
| 2776 | BLUE BELL PRIVATE WEALTH MANAGEMENT#2776 · 1,401 sh | 1,401 | $394.0K | 0.05% | -12.5% |
| 2777 | CONSOLIDATED CAPITAL MANAGEMENT#2777 · 1,400 sh | 1,400 | $393.7K | — | 0.0% |
| 2778 | Successful Portfolios#2778 · 1,346 sh | 1,346 | $393.3K | — | -0.1% |
| 2779 | Single Point Partners#2779 · 1,391 sh | 1,391 | $391.2K | — | -4.9% |
| 2780 | WJ Financial Advisors#2780 · 1,391 sh | 1,391 | $391.2K | 0.29% | -7.0% |
| 2781 | Canopy Partners#2781 · 1,389 sh | 1,389 | $390.6K | 0.12% | -10.8% |
| 2782 | Cache Advisors#2782 · 1,387 sh | 1,387 | $390.0K | — | 0.0% |
| 2783 | Guardian Wealth Advisors#2783 · 1,387 sh | 1,387 | $389.9K | 0.20% | +1.4% |
| 2784 | CFO4Life Group#2784 · 1,386 sh | 1,386 | $389.6K | 0.05% | -0.9% |
| 2785 | EdgeRock Capital#2785 · 1,385 sh | 1,385 | $389.6K | 0.09% | +1.5% |
| 2786 | Pinion Investment Advisors#2786 · 1,385 sh | 1,385 | $389.5K | 0.07% | +22.9% |
| 2787 | Schneider Downs Wealth Management Advisors#2787 · 1,383 sh | 1,383 | $388.9K | 0.04% | -5.1% |
| 2788 | Chatterton & Associates#2788 · 1,317 sh | 1,317 | $388.9K | 0.23% | -20.1% |
| 2789 | Capstone Wealth Management#2789 · 1,382 sh | 1,382 | $388.6K | 0.18% | New |
| 2790 | FLORIDA FINANCIAL ADVISORS#2790 · 1,379 sh | 1,379 | $388.0K | 0.07% | -5.1% |
| 2791 | LM Advisors#2791 · 1,377 sh | 1,377 | $387.0K | 0.04% | +142.4% |
| 2792 | Kooman & Associates#2792 · 1,376 sh | 1,376 | $386.9K | — | +1.7% |
| 2793 | Skyline Advisors#2793 · 1,374 sh | 1,374 | $386.3K | 0.12% | +0.1% |
| 2794 | PARTNERS WEALTH MANAGEMENT#2794 · 1,373 sh | 1,373 | $386.1K | 0.38% | -1.2% |
| 2795 | WMS Group#2795 · 1,373 sh | 1,373 | $386.1K | 0.50% | New |
| 2796 | Citrine Capital#2796 · 1,372 sh | 1,372 | $385.8K | — | +1.0% |
| 2797 | Fingerlakes Wealth Management#2797 · 1,371 sh | 1,371 | $385.5K | 0.21% | +0.4% |
| 2798 | BANK HAPOALIM BM#2798 · 1,368 sh | 1,368 | $385.0K | 0.03% | New |
| 2799 | Ring Mountain Capital#2799 · 1,369 sh | 1,369 | $385.0K | — | +3.5% |
| 2800 | Conservest Capital Advisors#2800 · 1,367 sh | 1,367 | $384.4K | 0.03% | +3.9% |
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.