INTERNATIONAL BUSINESS MACHINES CORP (IBM) — Institutional Holders, Q2 2026 (page 29)
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 2,801 to 2,900. 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 2,801–2,900 of 3,654
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2801 | Elmwood Wealth Management#2801 · 1,365 sh | 1,365 | $383.9K | — | +20.2% |
| 2802 | 49 WEALTH MANAGEMENT#2802 · 1,360 sh | 1,360 | $382.5K | 0.07% | +52.0% |
| 2803 | ALONGSIDE#2803 · 1,360 sh | 1,360 | $382.5K | 0.07% | — |
| 2804 | Cambridge Advisors#2804 · 1,360 sh | 1,360 | $382.4K | — | 0.0% |
| 2805 | Advisory Resource Group#2805 · 1,360 sh | 1,360 | $382.4K | — | +9.5% |
| 2806 | Keating Financial Advisory Services#2806 · 1,360 sh | 1,360 | $382.4K | 0.05% | -9.9% |
| 2807 | CURIO WEALTH#2807 · 1,354 sh | 1,354 | $380.8K | 0.12% | -0.3% |
| 2808 | M. Kulyk & Associates#2808 · 1,351 sh | 1,351 | $380.0K | 0.06% | -4.0% |
| 2809 | BAYBAN#2809 · 1,351 sh | 1,351 | $379.9K | 0.29% | +8.0% |
| 2810 | Sandro Wealth Management#2810 · 1,348 sh | 1,348 | $379.0K | 0.27% | +7.7% |
| 2811 | Rock Point Advisors#2811 · 1,347 sh | 1,347 | $378.8K | 0.09% | -7.5% |
| 2812 | WEST PACES ADVISORS#2812 · 1,346 sh | 1,346 | $378.5K | — | -0.5% |
| 2813 | Elite Financial#2813 · 1,346 sh | 1,346 | $378.0K | 0.15% | -9.0% |
| 2814 | Schiavi#2814 · 1,343 sh | 1,343 | $377.7K | 0.10% | +0.8% |
| 2815 | Gutierrez Wealth Advisory#2815 · 1,340 sh | 1,340 | $376.9K | 0.22% | +4.0% |
| 2816 | Boyd Wealth Management#2816 · 1,339 sh | 1,339 | $376.5K | — | +0.5% |
| 2817 | Leslie Global Wealth#2817 · 1,339 sh | 1,339 | $376.5K | — | +26.8% |
| 2818 | Aware Super Pty Ltd as trustee of Aware Super#2818 · 1,337 sh | 1,337 | $376.0K | <0.01% | New |
| 2819 | Sagace Wealth Management#2819 · 1,334 sh | 1,334 | $375.1K | 0.24% | -12.7% |
| 2820 | Sollinda Capital Management#2820 · 1,333 sh | 1,333 | $374.9K | 0.08% | -2.1% |
| 2821 | Kohmann Bosshard Financial Services#2821 · 1,332 sh | 1,332 | $374.5K | 0.03% | -3.8% |
| 2822 | C M BIDWELL & ASSOCIATES LTD#2822 · 1,331 sh | 1,331 | $374.3K | 0.15% | +14.1% |
| 2823 | RETIREMENT PLANNING GROUP, / NY#2823 · 1,331 sh | 1,331 | $374.2K | 0.20% | -37.6% |
| 2824 | Fermata Advisors#2824 · 1,327 sh | 1,327 | $373.2K | — | +20.6% |
| 2825 | WULFF, HANSEN#2825 · 1,327 sh | 1,327 | $373.2K | 0.29% | 0.0% |
| 2826 | Eagle Wealth Advisors#2826 · 1,327 sh | 1,327 | $373.2K | — | +6.0% |
| 2827 | MELFA WEALTH MANAGEMENT#2827 · 1,325 sh | 1,325 | $372.7K | 0.20% | 0.0% |
| 2828 | Financial Insights#2828 · 1,325 sh | 1,325 | $372.6K | 0.10% | +12.0% |
| 2829 | CrossGen Wealth#2829 · 1,321 sh | 1,321 | $371.5K | 0.29% | +19.4% |
| 2830 | MITCHELL & PAHL PRIVATE WEALTH#2830 · 1,318 sh | 1,318 | $370.6K | — | 0.0% |
| 2831 | Slagle Financial#2831 · 1,317 sh | 1,317 | $370.3K | 0.11% | -91.5% |
| 2832 | Mosley Wealth Management#2832 · 1,313 sh | 1,313 | $369.1K | — | -44.5% |
| 2833 | MOTIVE WEALTH ADVISORS#2833 · 1,312 sh | 1,312 | $368.9K | — | -2.4% |
| 2834 | Collaborative Fund Advisors#2834 · 1,312 sh | 1,312 | $368.9K | 0.21% | New |
| 2835 | Bank of Marin#2835 · 1,311 sh | 1,311 | $368.7K | 0.26% | -21.1% |
| 2836 | Purkiss Capital Advisors#2836 · 1,309 sh | 1,309 | $368.1K | 0.14% | +2.0% |
| 2837 | BCS Wealth Management#2837 · 1,309 sh | 1,309 | $368.0K | 0.07% | -2.5% |
| 2838 | Meridian Financial Partners#2838 · 1,742 sh | 1,742 | $367.9K | — | +5.3% |
| 2839 | DSG Capital Advisors#2839 · 1,693 sh | 1,693 | $367.5K | 0.05% | 0.0% |
| 2840 | ENCOMPASS WEALTH ADVISORS#2840 · 1,305 sh | 1,305 | $366.9K | — | +5.3% |
| 2841 | Cascades Capital Asset Management#2841 · 1,302 sh | 1,302 | $366.2K | 0.14% | -7.1% |
| 2842 | Blankinship & Foster#2842 · 1,301 sh | 1,301 | $366.0K | — | +0.1% |
| 2843 | MCCARTER PRIVATE WEALTH SERVICES#2843 · 1,301 sh | 1,301 | $365.9K | — | -2.3% |
| 2844 | Alphadyne Asset Management#2844 · 1,301 sh | 1,301 | $365.9K | <0.01% | -80.8% |
| 2845 | LAZARI CAPITAL MANAGEMENT#2845 · 1,301 sh | 1,301 | $365.9K | — | +0.7% |
| 2846 | Willow Creek Wealth Management#2846 · 1,300 sh | 1,300 | $365.6K | — | — |
| 2847 | Invst#2847 · 1,300 sh | 1,300 | $365.6K | 0.04% | -50.5% |
| 2848 | Napier Financial#2848 · 1,300 sh | 1,300 | $365.5K | 0.08% | -0.4% |
| 2849 | CLUNE & ASSOCIATES, LTD.#2849 · 1,299 sh | 1,299 | $365.2K | — | -1.1% |
| 2850 | CADINHA#2850 · 1,297 sh | 1,297 | $364.7K | — | 0.0% |
| 2851 | ZRC WEALTH MANAGEMENT#2851 · 1,294 sh | 1,294 | $364.0K | — | +144.2% |
| 2852 | Pitcairn Wealth Advisors#2852 · 1,291 sh | 1,291 | $363.0K | 0.04% | 0.0% |
| 2853 | CHEMUNG CANAL#2853 · 1,289 sh | 1,289 | $362.5K | 0.07% | 0.0% |
| 2854 | TFR Capital#2854 · 1,287 sh | 1,287 | $362.0K | 0.10% | -2.4% |
| 2855 | SIGMA INVESTMENT COUNSELORS#2855 · 1,284 sh | 1,284 | $361.1K | 0.02% | New |
| 2856 | Penbrook Management#2856 · 1,283 sh | 1,283 | $360.8K | — | 0.0% |
| 2857 | Campion Asset Management#2857 · 1,280 sh | 1,280 | $359.9K | 0.22% | +0.9% |
| 2858 | Pacific Sage Partners#2858 · 1,280 sh | 1,280 | $359.9K | — | -1.7% |
| 2859 | SUCCESSION FINANCIAL#2859 · 1,280 sh | 1,280 | $359.8K | — | — |
| 2860 | FIDUCIARY FAMILY OFFICE#2860 · 1,277 sh | 1,277 | $359.2K | 0.09% | -49.6% |
| 2861 | AAFMAA Wealth Management#2861 · 1,275 sh | 1,275 | $358.5K | — | -1.1% |
| 2862 | Davis Asset Management, L.P.#2862 · 1,274 sh | 1,274 | $358.3K | <0.01% | 0.0% |
| 2863 | STEWARDSHIP CONCEPTS FINANCIAL SERVICES#2863 · 1,272 sh | 1,272 | $357.8K | — | +1.4% |
| 2864 | Strata Wealth Advisors#2864 · 1,271 sh | 1,271 | $357.5K | — | +5.5% |
| 2865 | Quantbot Technologies#2865 · 1,267 sh | 1,267 | $356.3K | 0.01% | New |
| 2866 | Kingsman Wealth Management#2866 · 1,267 sh | 1,267 | $356.3K | — | -27.6% |
| 2867 | NORTH POINT PORTFOLIO MANAGERS#2867 · 1,266 sh | 1,266 | $356.0K | — | 0.0% |
| 2868 | Thrive Capital Management#2868 · 1,265 sh | 1,265 | $355.7K | 0.07% | -1.0% |
| 2869 | Iron Financial#2869 · 1,258 sh | 1,258 | $353.7K | — | +32.4% |
| 2870 | BAM Wealth Management#2870 · 1,254 sh | 1,254 | $352.6K | — | +41.1% |
| 2871 | JAG CAPITAL MANAGEMENT#2871 · 1,254 sh | 1,254 | $352.5K | 0.03% | +0.1% |
| 2872 | Crews Bank#2872 · 1,253 sh | 1,253 | $352.4K | 0.05% | -2.0% |
| 2873 | Carolina Wealth Management#2873 · 1,250 sh | 1,250 | $351.5K | 0.16% | — |
| 2874 | Nelson Capital Management#2874 · 1,248 sh | 1,248 | $351.0K | 0.04% | 0.0% |
| 2875 | NavPoint Financial#2875 · 1,247 sh | 1,247 | $350.7K | — | 0.0% |
| 2876 | Walker Asset Management#2876 · 1,245 sh | 1,245 | $350.2K | — | +0.6% |
| 2877 | Emerald Advisors#2877 · 1,245 sh | 1,245 | $350.0K | — | +7.6% |
| 2878 | Westshore Wealth#2878 · 1,244 sh | 1,244 | $349.8K | 0.11% | +3.7% |
| 2879 | Motley Fool Asset Management#2879 · 1,242 sh | 1,242 | $349.3K | 0.01% | New |
| 2880 | Bannerstone Capital Management#2880 · 1,238 sh | 1,238 | $348.0K | 0.29% | +9.7% |
| 2881 | ASHFORD CAPITAL MANAGEMENT#2881 · 1,236 sh | 1,236 | $347.6K | 0.04% | +3.3% |
| 2882 | Archer Investment#2882 · 1,236 sh | 1,236 | $347.5K | 0.07% | -41.9% |
| 2883 | Werba Rubin Papier Wealth Management#2883 · 1,236 sh | 1,236 | $347.5K | 0.04% | -1.9% |
| 2884 | Guardian Asset Advisors#2884 · 1,231 sh | 1,231 | $346.2K | — | New |
| 2885 | Lincoln Capital#2885 · 1,229 sh | 1,229 | $345.7K | — | +1.5% |
| 2886 | CHAPMAN FINANCIAL GROUP#2886 · 1,229 sh | 1,229 | $345.6K | — | 0.0% |
| 2887 | PARAGON FINANCIAL PARTNERS#2887 · 1,545 sh | 1,545 | $345.5K | 0.18% | 0.0% |
| 2888 | MeadowBrook Investment Advisors#2888 · 1,227 sh | 1,227 | $345.0K | 0.27% | 0.0% |
| 2889 | KG&L Capital Management#2889 · 1,225 sh | 1,225 | $344.5K | — | -5.3% |
| 2890 | Liberty Capital Management#2890 · 1,224 sh | 1,224 | $344.2K | 0.06% | — |
| 2891 | Intelligence Driven Advisers#2891 · 1,223 sh | 1,223 | $343.9K | — | New |
| 2892 | UNITED BANK#2892 · 1,221 sh | 1,221 | $343.4K | 0.04% | New |
| 2893 | RVW Wealth#2893 · 1,218 sh | 1,218 | $342.4K | — | 0.0% |
| 2894 | SMITHBRIDGE ASSET MANAGEMENT#2894 · 1,213 sh | 1,213 | $341.1K | — | 0.0% |
| 2895 | Entelevest#2895 · 1,208 sh | 1,208 | $339.6K | 0.29% | +5.8% |
| 2896 | DMC Group#2896 · 1,206 sh | 1,206 | $339.1K | — | -40.7% |
| 2897 | Apriem Advisors#2897 · 1,204 sh | 1,204 | $338.7K | 0.03% | +4.3% |
| 2898 | Dominguez Wealth Management Solutions#2898 · 1,200 sh | 1,200 | $337.6K | — | +0.3% |
| 2899 | Spectrum Asset Management, (NB/CA)#2899 · 1,200 sh | 1,200 | $337.5K | — | 0.0% |
| 2900 | OAK FAMILY ADVISORS#2900 · 1,200 sh | 1,200 | $337.5K | — | 0.0% |
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.