INTERNATIONAL BUSINESS MACHINES CORP (IBM) — Institutional Holders, Q2 2026 (page 32)
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 3,101 to 3,200. 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 3,101–3,200 of 3,654
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 3101 | RASP WEALTH SOLUTIONS#3101 · 956 sh | 956 | $268.9K | 0.09% | — |
| 3102 | Consilium Wealth Advisory#3102 · 955 sh | 955 | $268.6K | — | +4.3% |
| 3103 | Quattro Advisors#3103 · 954 sh | 954 | $268.3K | 0.18% | New |
| 3104 | Richardson Capital Management#3104 · 952 sh | 952 | $267.7K | — | -3.9% |
| 3105 | Sensible Money#3105 · 951 sh | 951 | $267.5K | — | New |
| 3106 | Lumbard & Kellner#3106 · 950 sh | 950 | $267.1K | 0.08% | 0.0% |
| 3107 | Sharper & Granite#3107 · 950 sh | 950 | $267.1K | 0.08% | -12.8% |
| 3108 | Bluebird Wealth Management#3108 · 950 sh | 950 | $267.1K | 0.23% | +7.6% |
| 3109 | OLD SECOND NATIONAL BANK OF AURORA#3109 · 950 sh | 950 | $267.1K | — | 0.0% |
| 3110 | Pinnacle Family Advisors#3110 · 949 sh | 949 | $266.8K | 0.11% | -9.2% |
| 3111 | Heartwood Wealth Advisors#3111 · 947 sh | 947 | $266.3K | — | 0.0% |
| 3112 | First Financial Group#3112 · 946 sh | 946 | $266.1K | — | -4.1% |
| 3113 | MARYLAND CAPITAL ADVISORS#3113 · 946 sh | 946 | $266.0K | — | — |
| 3114 | PVG ASSET MANAGEMENT#3114 · 946 sh | 946 | $266.0K | — | New |
| 3115 | REGATTA CAPITAL GROUP#3115 · 945 sh | 945 | $265.6K | — | 0.0% |
| 3116 | Financial Harvest#3116 · 944 sh | 944 | $265.6K | — | -0.5% |
| 3117 | First National Bank of Hutchinson#3117 · 942 sh | 942 | $264.9K | 0.15% | -71.1% |
| 3118 | Williams Financial#3118 · 941 sh | 941 | $264.6K | — | 0.0% |
| 3119 | Shore Point Advisors#3119 · 940 sh | 940 | $264.6K | — | -1.9% |
| 3120 | Hurlow Wealth Management Group#3120 · 936 sh | 936 | $263.3K | 0.05% | +2.7% |
| 3121 | Center For Asset Management#3121 · 936 sh | 936 | $263.2K | — | +0.5% |
| 3122 | PENNSYLVANIA CAPITAL MANAGEMENT#3122 · 935 sh | 935 | $263.0K | 0.07% | +0.1% |
| 3123 | Accelerate Investment Advisors#3123 · 932 sh | 932 | $262.3K | 0.15% | -2.6% |
| 3124 | Mason & Associates#3124 · 932 sh | 932 | $262.1K | — | 0.0% |
| 3125 | AFT, FORSYTH & COMPANY#3125 · 930 sh | 930 | $261.5K | 0.13% | -11.8% |
| 3126 | HHM Wealth Advisors#3126 · 928 sh | 928 | $261.0K | 0.03% | +4.6% |
| 3127 | PLANNING DIRECTIONS#3127 · 927 sh | 927 | $260.7K | 0.12% | -12.2% |
| 3128 | Pflug Koory#3128 · 923 sh | 923 | $259.6K | — | 0.0% |
| 3129 | Northwest Quadrant Wealth Management#3129 · 923 sh | 923 | $259.5K | 0.05% | +0.7% |
| 3130 | Parkshore Wealth Management#3130 · 921 sh | 921 | $259.0K | — | +0.4% |
| 3131 | KELLY FINANCIAL GROUP#3131 · 920 sh | 920 | $258.7K | — | +2.2% |
| 3132 | Sunesis Advisors#3132 · 919 sh | 919 | $258.3K | — | 0.0% |
| 3133 | Level Wealth Management#3133 · 917 sh | 917 | $257.9K | — | 0.0% |
| 3134 | Ellsworth Advisors#3134 · 1,221 sh | 1,221 | $257.8K | — | +0.7% |
| 3135 | DecisionMap Wealth Management#3135 · 916 sh | 916 | $257.6K | 0.14% | -0.2% |
| 3136 | Stillwater Wealth Management Group#3136 · 915 sh | 915 | $257.3K | — | -19.8% |
| 3137 | INSPIRION WEALTH ADVISORS#3137 · 896 sh | 896 | $256.5K | — | 0.0% |
| 3138 | Broadleaf Partners#3138 · 912 sh | 912 | $256.5K | 0.05% | -0.2% |
| 3139 | SC&H Financial Advisors#3139 · 912 sh | 912 | $256.4K | — | -16.2% |
| 3140 | ORLEANS CAPITAL MANAGEMENT#3140 · 911 sh | 911 | $256.2K | 0.13% | New |
| 3141 | DV Trading#3141 · 910 sh | 910 | $255.9K | <0.01% | -11.2% |
| 3142 | Stirlingshire Investments#3142 · 909 sh | 909 | $255.7K | 0.19% | New |
| 3143 | Colonial River Wealth Management#3143 · 909 sh | 909 | $255.6K | — | -28.1% |
| 3144 | Taylor Financial Group#3144 · 908 sh | 908 | $255.3K | 0.14% | 0.0% |
| 3145 | Asset Allocation & Management Company#3145 · 906 sh | 906 | $255.0K | — | 0.0% |
| 3146 | AAF Wealth Management#3146 · 905 sh | 905 | $254.6K | 0.09% | New |
| 3147 | PATRIOT INVESTMENT MANAGEMENT GROUP#3147 · 905 sh | 905 | $254.6K | — | -18.1% |
| 3148 | CASTLE WEALTH MANAGEMENT#3148 · 905 sh | 905 | $254.5K | 0.08% | New |
| 3149 | Worth Financial Advisory Group#3149 · 905 sh | 905 | $254.4K | — | New |
| 3150 | Tradewinds Capital Management#3150 · 904 sh | 904 | $254.2K | — | 0.0% |
| 3151 | Spartan Wealth Advisory Services#3151 · 903 sh | 903 | $254.0K | 0.02% | +0.1% |
| 3152 | Stronghold Wealth Management L.L.C.#3152 · 903 sh | 903 | $253.9K | — | -1.1% |
| 3153 | Optivise Advisory Services#3153 · 903 sh | 903 | $253.9K | — | New |
| 3154 | Wolff Financial Management#3154 · 902 sh | 902 | $253.7K | — | 0.0% |
| 3155 | Whitcomb & Hess#3155 · 902 sh | 902 | $253.7K | — | 0.0% |
| 3156 | BARLOW WEALTH PARTNERS#3156 · 839 sh | 839 | $253.4K | — | 0.0% |
| 3157 | Meritas Wealth Management#3157 · 900 sh | 900 | $253.1K | — | 0.0% |
| 3158 | Advantage#3158 · 900 sh | 900 | $253.1K | — | New |
| 3159 | Finward Bancorp#3159 · 900 sh | 900 | $253.1K | — | 0.0% |
| 3160 | 1832 Asset Management L.P.#3160 · 900 sh | 900 | $253.1K | <0.01% | -98.9% |
| 3161 | Bull Street Advisors#3161 · 900 sh | 900 | $253.0K | — | 0.0% |
| 3162 | AGH Wealth Advisors#3162 · 899 sh | 899 | $252.8K | — | New |
| 3163 | Ferguson Shapiro#3163 · 899 sh | 899 | $252.7K | — | +0.7% |
| 3164 | Lotus Asset Management#3164 · 898 sh | 898 | $252.4K | — | — |
| 3165 | Mirabaud & Cie SA#3165 · 897 sh | 897 | $252.2K | 0.10% | New |
| 3166 | LIBERTY SQUARE WEALTH PARTNERS#3166 · 897 sh | 897 | $252.2K | 0.06% | -5.4% |
| 3167 | Gerald Baker Financial Group#3167 · 897 sh | 897 | $252.2K | — | New |
| 3168 | BARNES PETTEY FINANCIAL ADVISORS#3168 · 895 sh | 895 | $251.7K | 0.08% | -7.2% |
| 3169 | GLR Partners#3169 · 894 sh | 894 | $251.4K | 0.12% | New |
| 3170 | Altiora Financial Group#3170 · 892 sh | 892 | $250.8K | 0.04% | 0.0% |
| 3171 | ADAMSBROWN WEALTH CONSULTANTS#3171 · 891 sh | 891 | $250.4K | — | -0.4% |
| 3172 | Marquette Asset Management#3172 · 889 sh | 889 | $250.0K | — | +12.7% |
| 3173 | Clarion Wealth Managment Partners#3173 · 888 sh | 888 | $249.8K | 0.20% | +2.1% |
| 3174 | Morey & Quinn Wealth Partners#3174 · 888 sh | 888 | $249.7K | 0.16% | +1.0% |
| 3175 | Riverview Capital Advisers#3175 · 887 sh | 887 | $249.5K | 0.07% | +2.3% |
| 3176 | RFP Financial Group#3176 · 887 sh | 887 | $249.4K | 0.11% | New |
| 3177 | CPA Asset Management#3177 · 886 sh | 886 | $249.2K | — | 0.0% |
| 3178 | MOLLER WEALTH PARTNERS#3178 · 886 sh | 886 | $249.2K | — | New |
| 3179 | IMG Wealth Management#3179 · 884 sh | 884 | $248.6K | — | +4.4% |
| 3180 | UP STRATEGIC WEALTH INVESTMENT ADVISORS#3180 · 1,052 sh | 1,052 | $248.2K | 0.15% | +9.0% |
| 3181 | August Group Capital Ltd#3181 · 882 sh | 882 | $248.0K | — | New |
| 3182 | Palatine Hill Wealth Management#3182 · 882 sh | 882 | $248.0K | 0.20% | +1.8% |
| 3183 | CMG Global#3183 · 881 sh | 881 | $247.8K | — | New |
| 3184 | Copley Financial Group#3184 · 881 sh | 881 | $247.7K | 0.15% | -33.1% |
| 3185 | Financial Freedom#3185 · 881 sh | 881 | $247.7K | 0.11% | 0.0% |
| 3186 | Main Line Retirement Advisors#3186 · 881 sh | 881 | $247.7K | — | 0.0% |
| 3187 | BLALOCK WILLIAMS#3187 · 880 sh | 880 | $247.5K | 0.16% | +6.0% |
| 3188 | Northwest Financial Advisors#3188 · 880 sh | 880 | $247.4K | — | +1.7% |
| 3189 | MUSTICO FINANCIAL GROUP#3189 · 1,154 sh | 1,154 | $247.2K | 0.16% | +1.7% |
| 3190 | Lesa Sroufe#3190 · 880 sh | 880 | $247.0K | 0.18% | 0.0% |
| 3191 | Rather & Kittrell#3191 · 877 sh | 877 | $246.8K | 0.03% | -3.8% |
| 3192 | Roehl & Yi Investment Advisors#3192 · 877 sh | 877 | $246.7K | 0.08% | -0.3% |
| 3193 | Redhawk Wealth Advisors#3193 · 876 sh | 876 | $246.4K | — | -16.5% |
| 3194 | Crown Wealth Group#3194 · 873 sh | 873 | $245.5K | — | +2.7% |
| 3195 | Independent Wealth Advisors#3195 · 872 sh | 872 | $245.3K | — | +4.3% |
| 3196 | HORIZON FINANCIAL SERVICES#3196 · 872 sh | 872 | $245.2K | 0.09% | +35.6% |
| 3197 | Evergreen Private Wealth#3197 · 872 sh | 872 | $245.2K | 0.09% | 0.0% |
| 3198 | CGN Advisors#3198 · 871 sh | 871 | $244.9K | — | -15.8% |
| 3199 | Dickmeyer Boyce Financial Management#3199 · 870 sh | 870 | $244.7K | — | +0.2% |
| 3200 | KNIGHTSBRIDGE ASSET MANAGEMENT#3200 · 826 sh | 826 | $244.7K | 0.03% | -43.0% |
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.