INTERNATIONAL BUSINESS MACHINES CORP (IBM) — Institutional Holders, Q2 2026 (page 33)
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 3,201 to 3,300. 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 3,201–3,300 of 3,654
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 3201 | Del-Sette Capital Management#3201 · 870 sh | 870 | $244.7K | — | -92.3% |
| 3202 | O'Connor Financial Group#3202 · 870 sh | 870 | $244.7K | — | +3.6% |
| 3203 | PRAIRIE ADVISORY#3203 · 869 sh | 869 | $244.3K | — | — |
| 3204 | Olde Wealth Management#3204 · 870 sh | 870 | $244.0K | 0.07% | 0.0% |
| 3205 | Cassady Wealth & Retirement Planning#3205 · 866 sh | 866 | $243.5K | 0.11% | New |
| 3206 | McLean Asset Management#3206 · 1,088 sh | 1,088 | $243.4K | 0.03% | New |
| 3207 | OakTrust Wealth Advisors#3207 · 864 sh | 864 | $243.1K | 0.21% | -5.6% |
| 3208 | First National Advisers#3208 · 864 sh | 864 | $243.0K | 0.03% | New |
| 3209 | Custos Family Office#3209 · 863 sh | 863 | $242.6K | 0.15% | +2.4% |
| 3210 | Compton Financial Group#3210 · 862 sh | 862 | $242.5K | 0.05% | +3.6% |
| 3211 | Horst & Graben Wealth Management#3211 · 847 sh | 847 | $242.4K | 0.03% | New |
| 3212 | Marble Wealth#3212 · 862 sh | 862 | $242.4K | 0.04% | -2.5% |
| 3213 | Astoria Portfolio Advisors#3213 · 862 sh | 862 | $242.3K | 0.04% | New |
| 3214 | Financial Council#3214 · 861 sh | 861 | $242.1K | 0.08% | 0.0% |
| 3215 | Monetary Solutions, Ltd#3215 · 860 sh | 860 | $241.8K | — | 0.0% |
| 3216 | Costello Asset Management#3216 · 859 sh | 859 | $241.6K | 0.07% | +14.2% |
| 3217 | Segment Wealth Management#3217 · 858 sh | 858 | $241.3K | — | -20.2% |
| 3218 | REAP Financial Group#3218 · 858 sh | 858 | $241.2K | 0.04% | +14.1% |
| 3219 | Investment Planning Advisors#3219 · 857 sh | 857 | $241.1K | — | +1.5% |
| 3220 | Stephenson & Company#3220 · 857 sh | 857 | $241.0K | 0.11% | 0.0% |
| 3221 | OFC FINANCIAL PLANNING#3221 · 857 sh | 857 | $241.0K | 0.21% | 0.0% |
| 3222 | Brio Consultants#3222 · 856 sh | 856 | $240.6K | 0.03% | New |
| 3223 | PENOBSCOT WEALTH MANAGEMENT#3223 · 855 sh | 855 | $240.6K | — | +0.6% |
| 3224 | Saiph Capital#3224 · 854 sh | 854 | $240.3K | 0.07% | New |
| 3225 | Bellars Harris Wealth Management#3225 · 854 sh | 854 | $240.2K | 0.05% | — |
| 3226 | McKinney Capital Management#3226 · 853 sh | 853 | $239.9K | 0.09% | 0.0% |
| 3227 | LeClair Wealth Partners#3227 · 852 sh | 852 | $239.7K | 0.12% | New |
| 3228 | PINKERTON WEALTH#3228 · 987 sh | 987 | $239.4K | 0.02% | +5.8% |
| 3229 | William Howard & Financial Advisors#3229 · 850 sh | 850 | $239.0K | 0.19% | 0.0% |
| 3230 | BOURNE LENT ASSET MANAGEMENT#3230 · 850 sh | 850 | $239.0K | 0.08% | -19.0% |
| 3231 | New England Professional Planning Group#3231 · 850 sh | 850 | $239.0K | 0.09% | -2.4% |
| 3232 | CHICKASAW CAPITAL MANAGEMENT#3232 · 850 sh | 850 | $239.0K | — | 0.0% |
| 3233 | WPG Advisers#3233 · 848 sh | 848 | $238.6K | 0.14% | +4.8% |
| 3234 | Magnolia Private Wealth#3234 · 848 sh | 848 | $238.3K | 0.13% | +1.9% |
| 3235 | Capital Planning#3235 · 844 sh | 844 | $237.3K | — | New |
| 3236 | LongView Wealth Management#3236 · 843 sh | 843 | $237.0K | — | -3.7% |
| 3237 | Sloy Dahl & Holst#3237 · 841 sh | 841 | $236.5K | — | 0.0% |
| 3238 | Fortitude Family Office#3238 · 841 sh | 841 | $236.5K | — | -12.0% |
| 3239 | FOUNDERS GROVE WEALTH PARTNERS#3239 · 839 sh | 839 | $235.9K | — | New |
| 3240 | KIECKHEFER GROUP#3240 · 838 sh | 838 | $235.7K | — | -21.4% |
| 3241 | Benchmark Financial Wealth Advisors#3241 · 836 sh | 836 | $235.2K | — | +0.5% |
| 3242 | Compass Wealth Management#3242 · 835 sh | 835 | $234.8K | — | New |
| 3243 | Somerset#3243 · 835 sh | 835 | $234.8K | — | 0.0% |
| 3244 | Fiduciary Planning#3244 · 835 sh | 835 | $234.8K | — | -10.7% |
| 3245 | Towerpoint Wealth#3245 · 834 sh | 834 | $234.6K | — | -0.8% |
| 3246 | CLIENT 1ST ADVISORY GROUP#3246 · 834 sh | 834 | $234.5K | — | New |
| 3247 | GoalFusion Wealth Management#3247 · 834 sh | 834 | $234.5K | — | 0.0% |
| 3248 | Miller Financial Services#3248 · 834 sh | 834 | $234.5K | — | New |
| 3249 | FIRST FINANCIAL#3249 · 832 sh | 832 | $234.0K | — | -2.9% |
| 3250 | Advus Financial Partners#3250 · 831 sh | 831 | $233.8K | — | New |
| 3251 | Foundation Wealth Management#3251 · 829 sh | 829 | $232.9K | — | -4.2% |
| 3252 | DROMS STRAUSS ADVISORS /MO#3252 · 828 sh | 828 | $232.8K | 0.05% | 0.0% |
| 3253 | PINNEY & SCOFIELD#3253 · 827 sh | 827 | $232.7K | 0.11% | 0.0% |
| 3254 | Pinnacle Financial Group, / IL#3254 · 827 sh | 827 | $232.5K | 0.06% | New |
| 3255 | Investor's Fiduciary Advisor Network#3255 · 827 sh | 827 | $232.0K | 0.08% | -52.1% |
| 3256 | Kensington Investment Counsel#3256 · 825 sh | 825 | $232.0K | 0.10% | New |
| 3257 | Indie Asset Partners#3257 · 825 sh | 825 | $231.9K | 0.22% | -4.8% |
| 3258 | Veracity Capital#3258 · 823 sh | 823 | $231.5K | — | -78.0% |
| 3259 | LARCH CAPITAL PARTNERS#3259 · 822 sh | 822 | $231.2K | 0.03% | New |
| 3260 | City Center Advisors#3260 · 821 sh | 821 | $230.9K | — | New |
| 3261 | IBEX WEALTH ADVISORS#3261 · 818 sh | 818 | $230.1K | 0.02% | -97.0% |
| 3262 | ESG Planning DBA Harper Investing#3262 · 818 sh | 818 | $230.0K | — | -6.4% |
| 3263 | WP Advisors#3263 · 815 sh | 815 | $229.2K | — | New |
| 3264 | Fiscal Wisdom Wealth Management#3264 · 814 sh | 814 | $228.9K | — | -7.3% |
| 3265 | Scarborough Advisors#3265 · 841 sh | 841 | $228.8K | — | -21.8% |
| 3266 | LEGACY SOLUTIONS#3266 · 813 sh | 813 | $228.8K | — | New |
| 3267 | GERBER#3267 · 812 sh | 812 | $228.3K | — | New |
| 3268 | Munich Reinsurance Stock in Munich#3268 · 812 sh | 812 | $228.3K | <0.01% | -93.4% |
| 3269 | SHEETS SMITH WEALTH MANAGEMENT#3269 · 812 sh | 812 | $228.3K | — | New |
| 3270 | Base Wealth Management#3270 · 811 sh | 811 | $228.1K | — | New |
| 3271 | LMCG INVESTMENTS#3271 · 806 sh | 806 | $226.7K | — | New |
| 3272 | Borer Denton & Associates#3272 · 806 sh | 806 | $226.7K | 0.07% | New |
| 3273 | E6 Portfolios#3273 · 805 sh | 805 | $226.5K | — | New |
| 3274 | BLUEFIN CAPITAL MANAGEMENT#3274 · 805 sh | 805 | $226.4K | 0.06% | -86.5% |
| 3275 | Intrinsic Value Partners#3275 · 805 sh | 805 | $226.4K | 0.15% | New |
| 3276 | Everest Management#3276 · 804 sh | 804 | $226.1K | 0.08% | New |
| 3277 | R2 Capital Strategies#3277 · 804 sh | 804 | $226.1K | — | — |
| 3278 | SEVEN MILE ADVISORY#3278 · 803 sh | 803 | $225.9K | — | -31.3% |
| 3279 | Leeward Financial Partners#3279 · 803 sh | 803 | $225.8K | — | New |
| 3280 | FMB WEALTH MANAGEMENT#3280 · 802 sh | 802 | $225.6K | 0.08% | New |
| 3281 | INTREPID CAPITAL MANAGEMENT#3281 · 802 sh | 802 | $225.6K | 0.08% | -9.4% |
| 3282 | Bravera Wealth#3282 · 802 sh | 802 | $225.5K | 0.09% | 0.0% |
| 3283 | Tactive Advisors#3283 · 801 sh | 801 | $225.2K | — | -10.9% |
| 3284 | CSS#3284 · 800 sh | 800 | $225.0K | <0.01% | New |
| 3285 | Notis-McConarty Edward#3285 · 800 sh | 800 | $225.0K | 0.10% | New |
| 3286 | Samjo Management#3286 · 800 sh | 800 | $225.0K | 0.08% | New |
| 3287 | SYKON CAPITAL#3287 · 800 sh | 800 | $225.0K | 0.07% | New |
| 3288 | Corps Capital Advisors#3288 · 800 sh | 800 | $225.0K | 0.18% | New |
| 3289 | VestGen Investment Management#3289 · 799 sh | 799 | $224.7K | 0.12% | -15.6% |
| 3290 | Frazier Financial Advisors#3290 · 797 sh | 797 | $224.0K | 0.11% | -0.3% |
| 3291 | Mascoma Wealth Management#3291 · 795 sh | 795 | $223.6K | — | -1.0% |
| 3292 | Dupree Financial Group#3292 · 795 sh | 795 | $223.6K | — | New |
| 3293 | MAINSAIL ASSET MANAGEMENT#3293 · 1,048 sh | 1,048 | $222.9K | — | New |
| 3294 | Aletheian Wealth Advisors#3294 · 792 sh | 792 | $222.7K | — | New |
| 3295 | ELEVATUS WELATH MANAGEMENT#3295 · 791 sh | 791 | $222.5K | — | New |
| 3296 | AMJ Financial Wealth Management#3296 · 918 sh | 918 | $222.5K | 0.05% | 0.0% |
| 3297 | Downshift Financial#3297 · 791 sh | 791 | $222.4K | — | New |
| 3298 | Riverview#3298 · 790 sh | 790 | $222.2K | 0.26% | 0.0% |
| 3299 | PCG ASSET MANAGEMENT#3299 · 790 sh | 790 | $222.2K | 0.16% | New |
| 3300 | Blue Zone Wealth Advisors#3300 · 789 sh | 789 | $221.9K | — | New |
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.