INTERNATIONAL BUSINESS MACHINES CORP (IBM) — Institutional Holders, Q2 2026 (page 31)
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 3,001 to 3,100. 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 3,001–3,100 of 3,654
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 3001 | Aufman Associates#3001 · 1,062 sh | 1,062 | $298.6K | 0.12% | New |
| 3002 | Peachtree Investment Partners#3002 · 1,061 sh | 1,061 | $298.4K | 0.10% | -25.3% |
| 3003 | Gordian Advisors#3003 · 1,061 sh | 1,061 | $298.2K | 0.18% | +0.3% |
| 3004 | KAHN BROTHERS GROUP#3004 · 1,228 sh | 1,228 | $297.7K | 0.05% | 0.0% |
| 3005 | Close Asset Management Ltd#3005 · 1,053 sh | 1,053 | $296.0K | <0.01% | -12.5% |
| 3006 | HighRoad Wealth Advisors#3006 · 1,050 sh | 1,050 | $295.3K | — | 0.0% |
| 3007 | Mittelman Wealth Management#3007 · 785 sh | 785 | $294.7K | 0.19% | -35.4% |
| 3008 | ROBINSON SMITH WEALTH ADVISORS#3008 · 1,044 sh | 1,044 | $293.6K | — | -30.0% |
| 3009 | ACORN CREEK CAPITAL#3009 · 1,042 sh | 1,042 | $293.0K | 0.10% | -2.3% |
| 3010 | WT Wealth Management#3010 · 1,035 sh | 1,035 | $291.1K | — | +12.0% |
| 3011 | ShankerValleau Wealth Advisors#3011 · 1,035 sh | 1,035 | $291.1K | — | 0.0% |
| 3012 | DOLIVER ADVISORS#3012 · 1,035 sh | 1,035 | $291.1K | — | -9.6% |
| 3013 | EUBEL BRADY & SUTTMAN ASSET MANAGEMENT#3013 · 1,036 sh | 1,036 | $291.0K | 0.03% | 0.0% |
| 3014 | Three Magnolias Financial Advisors#3014 · 1,051 sh | 1,051 | $290.9K | — | -4.4% |
| 3015 | TradeWell Securities#3015 · 1,034 sh | 1,034 | $290.8K | — | +1.6% |
| 3016 | Marathon Strategic Advisors#3016 · 1,033 sh | 1,033 | $290.5K | — | 0.0% |
| 3017 | Dunhill Financial#3017 · 1,032 sh | 1,032 | $290.3K | 0.06% | +3.1% |
| 3018 | Cetera Company, N.A#3018 · 1,032 sh | 1,032 | $290.2K | 0.15% | 0.0% |
| 3019 | Morningstar Investment Management#3019 · 1,196 sh | 1,196 | $289.9K | 0.02% | 0.0% |
| 3020 | Austin Asset Management#3020 · 1,030 sh | 1,030 | $289.6K | 0.04% | 0.0% |
| 3021 | McHugh Group#3021 · 1,029 sh | 1,029 | $289.4K | — | 0.0% |
| 3022 | Beaird Harris Wealth Management#3022 · 1,028 sh | 1,028 | $289.1K | 0.02% | 0.0% |
| 3023 | LOUNTZIS ASSET MANAGEMENT#3023 · 1,025 sh | 1,025 | $288.2K | 0.09% | -31.7% |
| 3024 | Holland Advisory Services#3024 · 1,025 sh | 1,025 | $288.1K | — | -12.8% |
| 3025 | COLTON GROOME FINANCIAL ADVISORS#3025 · 1,023 sh | 1,023 | $287.7K | — | +2.3% |
| 3026 | Front Row Advisors#3026 · 1,200 sh | 1,200 | $286.1K | 0.08% | 0.0% |
| 3027 | Truepoint#3027 · 1,017 sh | 1,017 | $286.1K | <0.01% | 0.0% |
| 3028 | AFFINITY WEALTH MANAGEMENT#3028 · 1,016 sh | 1,016 | $285.7K | 0.04% | New |
| 3029 | HOWARD WEALTH MANAGEMENT#3029 · 1,014 sh | 1,014 | $285.2K | 0.11% | New |
| 3030 | Pacific Capital Wealth Advisors#3030 · 1,014 sh | 1,014 | $285.1K | — | 0.0% |
| 3031 | Matisse Capital#3031 · 1,013 sh | 1,013 | $284.9K | 0.11% | 0.0% |
| 3032 | Intellus Advisors#3032 · 1,013 sh | 1,013 | $284.9K | 0.03% | +22.0% |
| 3033 | CIM#3033 · 1,012 sh | 1,012 | $284.7K | 0.04% | 0.0% |
| 3034 | QUANTUM FINANCIAL PARTNERS#3034 · 1,012 sh | 1,012 | $284.6K | — | — |
| 3035 | Atlas Private Wealth Advisors#3035 · 1,010 sh | 1,010 | $284.1K | — | +0.5% |
| 3036 | Orographic Financial Advisors#3036 · 1,204 sh | 1,204 | $284.0K | 0.19% | 0.0% |
| 3037 | Redwood Financial Network#3037 · 1,010 sh | 1,010 | $284.0K | 0.16% | New |
| 3038 | Maridea Wealth Management#3038 · 1,008 sh | 1,008 | $283.6K | 0.03% | New |
| 3039 | Weinberger Asset Management#3039 · 1,268 sh | 1,268 | $283.5K | 0.09% | -1.8% |
| 3040 | MinichMacGregor Wealth Management#3040 · 1,006 sh | 1,006 | $283.2K | — | +3.2% |
| 3041 | SWMG#3041 · 1,303 sh | 1,303 | $282.9K | — | +0.5% |
| 3042 | Centurion Wealth Management#3042 · 1,006 sh | 1,006 | $282.9K | — | -11.1% |
| 3043 | Prepared Retirement Institute#3043 · 1,005 sh | 1,005 | $282.5K | 0.12% | +10.4% |
| 3044 | Finer Wealth Management#3044 · 1,004 sh | 1,004 | $282.4K | — | 0.0% |
| 3045 | VOISARD ASSET MANAGEMENT GROUP#3045 · 1,003 sh | 1,003 | $282.1K | — | +11.6% |
| 3046 | KilterHowling#3046 · 1,003 sh | 1,003 | $282.0K | 0.13% | 0.0% |
| 3047 | Tanglewood Legacy Advisors#3047 · 1,002 sh | 1,002 | $281.8K | 0.09% | 0.0% |
| 3048 | Kelsey Financial#3048 · 1,002 sh | 1,002 | $281.8K | 0.21% | New |
| 3049 | Godshalk Welsh Capital Management#3049 · 1,000 sh | 1,000 | $281.2K | 0.15% | 0.0% |
| 3050 | EASTERLY INVESTMENT PARTNERS#3050 · 1,000 sh | 1,000 | $281.2K | 0.01% | 0.0% |
| 3051 | Knuff#3051 · 1,000 sh | 1,000 | $281.2K | 0.07% | 0.0% |
| 3052 | Jupiter Wealth Management#3052 · 1,000 sh | 1,000 | $281.2K | 0.11% | New |
| 3053 | Atlas Wealth Partners#3053 · 1,000 sh | 1,000 | $281.2K | 0.31% | -4.8% |
| 3054 | Cobblestone Asset Management#3054 · 1,000 sh | 1,000 | $281.2K | — | 0.0% |
| 3055 | DEFINE FINANCIAL#3055 · 999 sh | 999 | $280.9K | — | New |
| 3056 | Warren Street Wealth Advisors#3056 · 999 sh | 999 | $280.9K | 0.06% | -9.8% |
| 3057 | Independence Wealth Advisors#3057 · 999 sh | 999 | $280.9K | 0.14% | 0.0% |
| 3058 | GSG Advisors#3058 · 995 sh | 995 | $279.8K | 0.06% | +9.7% |
| 3059 | Well Done#3059 · 994 sh | 994 | $279.5K | — | -0.2% |
| 3060 | ENZI WEALTH#3060 · 1,288 sh | 1,288 | $279.5K | — | -13.7% |
| 3061 | Lynch Investment Planning#3061 · 993 sh | 993 | $279.3K | — | +0.5% |
| 3062 | Heck Capital Advisors#3062 · 993 sh | 993 | $279.2K | — | New |
| 3063 | FORTEM FINANCIAL GROUP#3063 · 992 sh | 992 | $279.0K | — | New |
| 3064 | Clarus Group#3064 · 992 sh | 992 | $279.0K | — | -37.6% |
| 3065 | Hutchens & Kramer Investment Management Group#3065 · 991 sh | 991 | $278.7K | — | 0.0% |
| 3066 | Helen Stephens Group#3066 · 990 sh | 990 | $278.5K | — | +12.1% |
| 3067 | Edgemoor Investment Advisors#3067 · 989 sh | 989 | $278.1K | 0.02% | 0.0% |
| 3068 | Allied Private Wealth#3068 · 919 sh | 919 | $277.7K | 0.18% | — |
| 3069 | Holos Integrated Wealth#3069 · 907 sh | 907 | $277.7K | — | 0.0% |
| 3070 | Flatrock Wealth Partners#3070 · 987 sh | 987 | $277.6K | 0.11% | +4.9% |
| 3071 | Voya Financial Advisors#3071 · 998 sh | 998 | $277.4K | 0.02% | -16.1% |
| 3072 | Rollins Financial Advisors#3072 · 986 sh | 986 | $277.3K | 0.04% | New |
| 3073 | SHARPEPOINT#3073 · 985 sh | 985 | $277.0K | 0.14% | -5.4% |
| 3074 | Symmetry Partners#3074 · 985 sh | 985 | $277.0K | 0.01% | New |
| 3075 | Orca Wealth Management#3075 · 984 sh | 984 | $276.7K | — | +0.5% |
| 3076 | Miller Global Investments#3076 · 981 sh | 981 | $275.9K | — | +31.3% |
| 3077 | Integrated Wealth Management#3077 · 979 sh | 979 | $275.2K | — | -10.8% |
| 3078 | MW ADVISORY#3078 · 978 sh | 978 | $275.1K | — | — |
| 3079 | Peak Financial Management#3079 · 977 sh | 977 | $274.7K | — | +14.8% |
| 3080 | Rooted Wealth Advisors#3080 · 977 sh | 977 | $274.7K | 0.07% | New |
| 3081 | STAR Financial Bank#3081 · 975 sh | 975 | $274.2K | 0.11% | -27.0% |
| 3082 | Thayer Partners, / MA#3082 · 972 sh | 972 | $273.3K | 0.11% | -5.7% |
| 3083 | HOLLENCREST SECURITIES#3083 · 972 sh | 972 | $273.2K | 0.02% | +0.6% |
| 3084 | Discipline Wealth Solutions#3084 · 971 sh | 971 | $273.0K | — | -14.1% |
| 3085 | Lakeshore Financial Planning#3085 · 970 sh | 970 | $272.9K | — | +0.2% |
| 3086 | M3 Advisory Group#3086 · 970 sh | 970 | $272.7K | 0.14% | +12.3% |
| 3087 | MMA ASSET MANAGEMENT#3087 · 969 sh | 969 | $272.5K | 0.09% | -2.9% |
| 3088 | HighMark Wealth Management#3088 · 967 sh | 967 | $272.1K | 0.09% | +0.5% |
| 3089 | CHERRYDALE WEALTH MANAGEMENT#3089 · 968 sh | 968 | $271.9K | — | +6.3% |
| 3090 | Monument Capital Management#3090 · 965 sh | 965 | $271.4K | — | +1.8% |
| 3091 | Sunflower Bank, N.A.#3091 · 964 sh | 964 | $271.1K | 0.06% | -41.0% |
| 3092 | Red Mountain Financial#3092 · 963 sh | 963 | $270.8K | 0.23% | +0.2% |
| 3093 | Christensen, King & Associates Investment Services#3093 · 963 sh | 963 | $270.8K | — | 0.0% |
| 3094 | Strategic Family Wealth Counselors, L.L.C.#3094 · 961 sh | 961 | $270.2K | 0.06% | New |
| 3095 | Vanguard Capital Wealth Advisors#3095 · 960 sh | 960 | $270.0K | — | +5.5% |
| 3096 | Talisman Wealth Advisors#3096 · 957 sh | 957 | $269.2K | 0.20% | New |
| 3097 | Roberts Wealth Advisors#3097 · 957 sh | 957 | $269.1K | — | -24.5% |
| 3098 | Braun-Bostich & Associates#3098 · 957 sh | 957 | $269.1K | — | -0.8% |
| 3099 | PERRYMAN FINANCIAL ADVISORY#3099 · 957 sh | 957 | $269.1K | — | +3.3% |
| 3100 | Wright Wealth#3100 · 956 sh | 956 | $269.0K | 0.16% | +1.7% |
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.