INTERNATIONAL BUSINESS MACHINES CORP (IBM) — Institutional Holders, Q2 2026 (page 30)
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 2,901 to 3,000. 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 2,901–3,000 of 3,654
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2901 | Sound Financial Strategies Group#2901 · 1,199 sh | 1,199 | $337.2K | 0.21% | +8.0% |
| 2902 | S.A. Mason#2902 · 1,197 sh | 1,197 | $336.6K | — | -3.8% |
| 2903 | DRIVE WEALTH MANAGEMENT#2903 · 1,196 sh | 1,196 | $336.2K | 0.06% | -49.9% |
| 2904 | ACTION POINT FINANCIAL PLANNING#2904 · 1,201 sh | 1,201 | $336.1K | 0.03% | New |
| 2905 | Latitude Advisors#2905 · 1,192 sh | 1,192 | $335.2K | — | +12.1% |
| 2906 | HOHIMER WEALTH MANAGEMENT#2906 · 1,191 sh | 1,191 | $334.9K | 0.03% | -6.4% |
| 2907 | Burton Enright Welch#2907 · 1,190 sh | 1,190 | $334.8K | 0.04% | +16.2% |
| 2908 | Abacus Wealth Partners#2908 · 1,189 sh | 1,189 | $334.4K | 0.04% | -58.2% |
| 2909 | EJMK Ventures#2909 · 1,188 sh | 1,188 | $334.2K | — | +6.9% |
| 2910 | Biltmore Wealth Management#2910 · 1,188 sh | 1,188 | $334.1K | — | -3.6% |
| 2911 | Stonebridge Financial Planning Group#2911 · 1,188 sh | 1,188 | $334.1K | 0.11% | +1.6% |
| 2912 | Barnes Wealth Management Group#2912 · 1,185 sh | 1,185 | $333.5K | 0.15% | +0.4% |
| 2913 | PUREfi Wealth#2913 · 1,185 sh | 1,185 | $333.2K | — | +14.6% |
| 2914 | Capasso Planning Partners#2914 · 1,184 sh | 1,184 | $333.0K | 0.17% | 0.0% |
| 2915 | Basecamp Wealth Advisors#2915 · 1,184 sh | 1,184 | $333.0K | 0.06% | -25.9% |
| 2916 | Hopwood Financial Services#2916 · 1,182 sh | 1,182 | $332.4K | 0.19% | -0.8% |
| 2917 | WOODSTOCK#2917 · 1,177 sh | 1,177 | $331.0K | — | 0.0% |
| 2918 | Hudson Value Partners#2918 · 1,175 sh | 1,175 | $330.4K | 0.08% | 0.0% |
| 2919 | Paladin Advisory Group#2919 · 1,174 sh | 1,174 | $330.1K | 0.22% | 0.0% |
| 2920 | Cadent Capital Advisors#2920 · 1,173 sh | 1,173 | $330.0K | — | +7.8% |
| 2921 | COMPASS CAPITAL /MA#2921 · 1,410 sh | 1,410 | $329.4K | 0.11% | -0.4% |
| 2922 | Johnson Bixby & Associates#2922 · 1,171 sh | 1,171 | $329.4K | — | 0.0% |
| 2923 | WESPAC Advisors#2923 · 1,170 sh | 1,170 | $329.0K | — | 0.0% |
| 2924 | FAIRVIEW CAPITAL INVESTMENT MANAGEMENT#2924 · 1,168 sh | 1,168 | $328.5K | 0.02% | +32.7% |
| 2925 | Connecticut Capital Management Group#2925 · 1,164 sh | 1,164 | $327.3K | 0.26% | -3.6% |
| 2926 | Northern Capital Management#2926 · 1,163 sh | 1,163 | $327.1K | 0.14% | +0.1% |
| 2927 | Kennebec Savings Bank#2927 · 1,160 sh | 1,160 | $326.2K | — | +152.2% |
| 2928 | Fidelis Wealth Advisors#2928 · 1,151 sh | 1,151 | $325.4K | 0.49% | New |
| 2929 | WealthPoint Financial#2929 · 1,156 sh | 1,156 | $325.0K | 0.24% | +35.2% |
| 2930 | Comprehensive Financial Consultants Institutional#2930 · 1,155 sh | 1,155 | $324.8K | — | +1.0% |
| 2931 | Shoker Investment Counsel#2931 · 1,153 sh | 1,153 | $324.5K | 0.08% | +0.4% |
| 2932 | Navigation Group#2932 · 1,154 sh | 1,154 | $324.4K | 0.06% | 0.0% |
| 2933 | BlackDiamond Wealth Management#2933 · 1,372 sh | 1,372 | $324.2K | 0.13% | +11.7% |
| 2934 | Aspire Capital Advisors#2934 · 1,152 sh | 1,152 | $323.8K | 0.06% | +12.2% |
| 2935 | SHARIAPORTFOLIO#2935 · 1,152 sh | 1,152 | $323.8K | — | +0.5% |
| 2936 | LJI Wealth Management#2936 · 1,149 sh | 1,149 | $323.1K | 0.05% | +4.3% |
| 2937 | Bridgewealth Advisory Group#2937 · 1,149 sh | 1,149 | $323.0K | 0.06% | +0.3% |
| 2938 | SEARCY FINANCIAL SERVICES#2938 · 1,148 sh | 1,148 | $322.8K | — | 0.0% |
| 2939 | MKT Advisors#2939 · 1,052 sh | 1,052 | $321.9K | — | +0.6% |
| 2940 | Atlas Legacy Advisors#2940 · 1,131 sh | 1,131 | $321.7K | 0.05% | New |
| 2941 | Kozak & Associates#2941 · 1,124 sh | 1,124 | $321.7K | 0.06% | +0.6% |
| 2942 | Pacific Point Advisors#2942 · 1,140 sh | 1,140 | $320.6K | 0.15% | -0.9% |
| 2943 | CONSILIO WEALTH ADVISORS#2943 · 1,139 sh | 1,139 | $320.3K | 0.08% | -4.6% |
| 2944 | Navalign#2944 · 1,138 sh | 1,138 | $320.0K | 0.07% | +13.0% |
| 2945 | PCB Capital#2945 · 1,138 sh | 1,138 | $320.0K | 0.39% | +2.6% |
| 2946 | Sunpointe#2946 · 1,134 sh | 1,134 | $319.0K | — | -6.3% |
| 2947 | Warburton Capital Management#2947 · 1,132 sh | 1,132 | $318.0K | 0.13% | -1.7% |
| 2948 | CALTON & ASSOCIATES#2948 · 1,130 sh | 1,130 | $317.9K | 0.05% | +11.1% |
| 2949 | Destiny Wealth Partners#2949 · 1,420 sh | 1,420 | $317.6K | 0.04% | -25.9% |
| 2950 | Winthrop Partners - WNY#2950 · 1,125 sh | 1,125 | $316.4K | 0.16% | -2.2% |
| 2951 | CONNABLE OFFICE#2951 · 1,124 sh | 1,124 | $316.1K | 0.03% | 0.0% |
| 2952 | Ritter Daniher Financial Advisory / DE#2952 · 1,124 sh | 1,124 | $316.0K | 0.05% | -3.7% |
| 2953 | Piedmont Capital Management#2953 · 1,122 sh | 1,122 | $315.5K | — | +4.1% |
| 2954 | CYPRESS FINANCIAL PLANNING#2954 · 1,122 sh | 1,122 | $315.4K | — | 0.0% |
| 2955 | Loudon Investment Management#2955 · 1,118 sh | 1,118 | $314.4K | 0.15% | -18.9% |
| 2956 | Westside Investment Management#2956 · 1,117 sh | 1,117 | $314.1K | 0.04% | +21.8% |
| 2957 | JSF Financial#2957 · 1,116 sh | 1,116 | $313.7K | — | New |
| 2958 | CLEAR WAVE WEALTH MANAGEMENT#2958 · 1,114 sh | 1,114 | $313.3K | 0.06% | +0.4% |
| 2959 | New Covenant Company, N.A.#2959 · 1,113 sh | 1,113 | $313.0K | — | +8.1% |
| 2960 | Total Wealth Planning & Management#2960 · 1,112 sh | 1,112 | $312.7K | — | 0.0% |
| 2961 | Veery Capital#2961 · 1,111 sh | 1,111 | $312.4K | — | +20.0% |
| 2962 | Black Diamond Financial#2962 · 1,109 sh | 1,109 | $311.9K | — | +26.0% |
| 2963 | Kapstone Financial Advisors#2963 · 1,109 sh | 1,109 | $311.9K | 0.13% | 0.0% |
| 2964 | Henson-Edgewater Management#2964 · 1,318 sh | 1,318 | $311.0K | 0.16% | +51.0% |
| 2965 | Wall Street Financial Group#2965 · 1,104 sh | 1,104 | $310.5K | 0.17% | +26.6% |
| 2966 | GF FUND MANAGEMENT LTD.#2966 · 1,103 sh | 1,103 | $310.2K | — | 0.0% |
| 2967 | Legacy Edge Advisors#2967 · 1,103 sh | 1,103 | $310.2K | 0.03% | -2.5% |
| 2968 | Outlook Wealth Advisors#2968 · 1,102 sh | 1,102 | $309.9K | 0.07% | -0.8% |
| 2969 | Blue Fin Capital#2969 · 1,101 sh | 1,101 | $309.6K | 0.04% | 0.0% |
| 2970 | Clayton Financial Group#2970 · 1,100 sh | 1,100 | $309.3K | — | -18.5% |
| 2971 | Zinnia Wealth Advisory#2971 · 1,100 sh | 1,100 | $309.3K | 0.32% | +5.6% |
| 2972 | Encompass More Asset Management#2972 · 1,099 sh | 1,099 | $309.2K | — | -2.7% |
| 2973 | Blackston Financial Advisory Group#2973 · 1,100 sh | 1,100 | $309.2K | 0.17% | +2.4% |
| 2974 | RENAISSANCE GROUP#2974 · 1,098 sh | 1,098 | $308.8K | 0.01% | -4.4% |
| 2975 | Gambit Capital Management#2975 · 1,096 sh | 1,096 | $308.2K | 0.18% | +5.4% |
| 2976 | Northstar Group#2976 · 1,094 sh | 1,094 | $307.8K | 0.04% | 0.0% |
| 2977 | PACES FERRY WEALTH ADVISORS#2977 · 1,094 sh | 1,094 | $307.8K | 0.11% | New |
| 2978 | ADE#2978 · 1,092 sh | 1,092 | $307.1K | 0.13% | 0.0% |
| 2979 | Pettinga Financial Advisors#2979 · 1,090 sh | 1,090 | $306.6K | — | +3.6% |
| 2980 | GREENUP STREET WEALTH MANAGEMENT#2980 · 1,089 sh | 1,089 | $306.4K | 0.04% | +10.7% |
| 2981 | FIRST MERCHANTS#2981 · 1,089 sh | 1,089 | $306.2K | — | +1.2% |
| 2982 | Traveka Wealth#2982 · 1,087 sh | 1,087 | $305.8K | — | +3.4% |
| 2983 | V2 Financial group#2983 · 1,086 sh | 1,086 | $305.4K | 0.11% | 0.0% |
| 2984 | Strategies Wealth Advisors#2984 · 1,084 sh | 1,084 | $304.9K | 0.03% | +0.1% |
| 2985 | Eurizon SLJ Capital Ltd#2985 · 1,084 sh | 1,084 | $304.8K | 0.11% | 0.0% |
| 2986 | WealthCollab#2986 · 1,083 sh | 1,083 | $304.6K | 0.11% | +261.0% |
| 2987 | Samalin Investment Counsel#2987 · 1,082 sh | 1,082 | $304.2K | — | -25.1% |
| 2988 | Payne Capital Management#2988 · 1,080 sh | 1,080 | $303.7K | 0.08% | New |
| 2989 | Milestones Private Investment Advisors#2989 · 1,079 sh | 1,079 | $303.4K | — | 0.0% |
| 2990 | Spectrum Wealth Advisory Group#2990 · 1,077 sh | 1,077 | $302.9K | 0.09% | +7.1% |
| 2991 | Prostatis Group#2991 · 1,076 sh | 1,076 | $302.5K | 0.07% | -57.4% |
| 2992 | Legacy Wealth Advisors#2992 · 1,075 sh | 1,075 | $302.3K | 0.13% | +1.2% |
| 2993 | WEALTHCARE CAPITAL MANAGEMENT#2993 · 1,074 sh | 1,074 | $302.0K | — | +0.4% |
| 2994 | TWIN PEAKS WEALTH ADVISORS#2994 · 1,073 sh | 1,073 | $301.9K | 0.07% | +4.6% |
| 2995 | Shepherd Financial Partners#2995 · 1,071 sh | 1,071 | $301.2K | 0.02% | +0.9% |
| 2996 | Union Heritage Capital#2996 · 1,070 sh | 1,070 | $300.9K | 0.10% | 0.0% |
| 2997 | LifeWealth Investments#2997 · 1,069 sh | 1,069 | $300.6K | — | +4.1% |
| 2998 | MASTER'S WEALTH MANAGEMENT#2998 · 1,069 sh | 1,069 | $300.6K | — | -0.1% |
| 2999 | LANE BROTHERS &#2999 · 1,067 sh | 1,067 | $300.1K | 0.20% | +0.3% |
| 3000 | Summit Wealth Group#3000 · 1,064 sh | 1,064 | $299.2K | 0.06% | 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.