INTERNATIONAL BUSINESS MACHINES CORP (IBM) — Institutional Holders, Q2 2026 (page 34)
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 3,301 to 3,400. 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 3,301–3,400 of 3,654
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 3301 | Aspire Private Capital#3301 · 789 sh | 789 | $221.9K | 0.05% | New |
| 3302 | RIVERCHASE WEALTH MANAGEMENT#3302 · 786 sh | 786 | $221.0K | 0.10% | New |
| 3303 | Aegis Wealth Management#3303 · 786 sh | 786 | $221.0K | — | New |
| 3304 | BARINGS#3304 · 786 sh | 786 | $221.0K | — | New |
| 3305 | Clear Point Advisors#3305 · 785 sh | 785 | $220.9K | 0.20% | New |
| 3306 | Arlington Financial Advisors#3306 · 784 sh | 784 | $220.5K | — | New |
| 3307 | Powers Advisory Group#3307 · 783 sh | 783 | $220.2K | — | New |
| 3308 | HFR Wealth Management#3308 · 783 sh | 783 | $220.2K | 0.05% | New |
| 3309 | AMARILLO NATIONAL BANK#3309 · 782 sh | 782 | $219.9K | — | New |
| 3310 | Balance Wealth#3310 · 781 sh | 781 | $219.8K | — | New |
| 3311 | BRIGHTON SECURITIES#3311 · 781 sh | 781 | $219.6K | — | New |
| 3312 | Heritage Investment Group#3312 · 781 sh | 781 | $219.6K | 0.03% | New |
| 3313 | Stillwater Capital Advisors#3313 · 780 sh | 780 | $219.3K | 0.02% | New |
| 3314 | BEACON FINANCIAL PLANNING#3314 · 778 sh | 778 | $218.9K | 0.07% | New |
| 3315 | River Wealth Advisors#3315 · 778 sh | 778 | $218.9K | 0.02% | New |
| 3316 | Aureus Asset Management#3316 · 778 sh | 778 | $218.8K | 0.01% | New |
| 3317 | Kestra Investment Management#3317 · 776 sh | 776 | $218.3K | <0.01% | -25.1% |
| 3318 | ARKANSAS FINANCIAL GROUP#3318 · 776 sh | 776 | $218.2K | — | New |
| 3319 | MontVue Capital Management#3319 · 775 sh | 775 | $217.9K | — | New |
| 3320 | Physician Wealth Advisors#3320 · 775 sh | 775 | $217.8K | — | +18.5% |
| 3321 | Imprint Wealth#3321 · 774 sh | 774 | $217.7K | 0.88% | 0.0% |
| 3322 | Crane Advisory#3322 · 993 sh | 993 | $217.5K | — | 0.0% |
| 3323 | Bell Investment Advisors#3323 · 773 sh | 773 | $217.4K | 0.03% | +3.2% |
| 3324 | Spectrum Planning & Advisory Services#3324 · 773 sh | 773 | $217.4K | 0.10% | -25.6% |
| 3325 | BENEDICT FINANCIAL ADVISORS#3325 · 773 sh | 773 | $217.3K | — | New |
| 3326 | Expressive Wealth#3326 · 772 sh | 772 | $217.0K | 0.20% | New |
| 3327 | CVFG#3327 · 769 sh | 769 | $216.2K | 0.02% | -9.3% |
| 3328 | Clark & Stuart#3328 · 767 sh | 767 | $215.7K | — | New |
| 3329 | West Financial Advisors#3329 · 766 sh | 766 | $215.4K | — | 0.0% |
| 3330 | 25#3330 · 766 sh | 766 | $215.4K | — | New |
| 3331 | Miller Capital Partners#3331 · 765 sh | 765 | $215.1K | 0.08% | -31.1% |
| 3332 | MidAtlantic Capital Management#3332 · 764 sh | 764 | $214.8K | 0.13% | New |
| 3333 | Cannon Wealth Management Services#3333 · 763 sh | 763 | $214.7K | 0.12% | New |
| 3334 | SPRENG CAPITAL MANAGEMENT#3334 · 763 sh | 763 | $214.6K | 0.08% | New |
| 3335 | MITCHELL CAPITAL MANAGEMENT#3335 · 762 sh | 762 | $214.3K | 0.03% | -92.9% |
| 3336 | FMA Wealth Management#3336 · 762 sh | 762 | $214.3K | — | New |
| 3337 | KERR FINANCIAL PLANNING#3337 · 760 sh | 760 | $213.7K | 0.24% | +0.5% |
| 3338 | EAGLE GLOBAL ADVISORS#3338 · 760 sh | 760 | $213.6K | <0.01% | New |
| 3339 | MATRIX ASSET ADVISORS#3339 · 755 sh | 755 | $212.4K | — | New |
| 3340 | Riverstone Advisors#3340 · 755 sh | 755 | $212.3K | 0.09% | New |
| 3341 | Financial Life Planners#3341 · 754 sh | 754 | $212.1K | 0.14% | +0.5% |
| 3342 | Sandhill Capital Partners#3342 · 753 sh | 753 | $211.8K | 0.02% | New |
| 3343 | Concorde Asset Management#3343 · 753 sh | 753 | $211.8K | 0.12% | New |
| 3344 | DENVER WEALTH MANAGEMENT#3344 · 752 sh | 752 | $211.4K | 0.06% | -31.3% |
| 3345 | Silver Oak Advisory Group#3345 · 753 sh | 753 | $211.0K | 0.08% | New |
| 3346 | Crestmont Private Wealth#3346 · 750 sh | 750 | $210.9K | 0.06% | New |
| 3347 | Taylor Hoffman Capital Management#3347 · 749 sh | 749 | $210.6K | 0.05% | New |
| 3348 | Rede Wealth#3348 · 747 sh | 747 | $210.1K | — | New |
| 3349 | TRUEFG#3349 · 746 sh | 746 | $209.8K | — | New |
| 3350 | Alan B. Lancz & Associates#3350 · 746 sh | 746 | $209.8K | 0.18% | New |
| 3351 | Symphony Financial Services#3351 · 744 sh | 744 | $209.3K | 0.09% | New |
| 3352 | Schrum Private Wealth Management#3352 · 1,208 sh | 1,208 | $208.9K | 0.21% | +1.1% |
| 3353 | Uptown Financial Advisors#3353 · 743 sh | 743 | $208.9K | — | New |
| 3354 | ZEVIN ASSET MANAGEMENT#3354 · 742 sh | 742 | $208.7K | 0.03% | New |
| 3355 | Index Fund Advisors#3355 · 741 sh | 741 | $208.4K | <0.01% | New |
| 3356 | STONEHAVEN WEALTH & TAX SOLUTIONS#3356 · 740 sh | 740 | $208.1K | — | New |
| 3357 | MATTERS CAPITAL#3357 · 740 sh | 740 | $208.1K | 0.15% | New |
| 3358 | John Boyer#3358 · 741 sh | 741 | $208.1K | — | New |
| 3359 | CURA WEALTH ADVISORS#3359 · 740 sh | 740 | $208.1K | 0.09% | New |
| 3360 | Safeguard Investment Advisory Group#3360 · 739 sh | 739 | $207.9K | 0.05% | New |
| 3361 | PENSION & WEALTH MANAGEMENT ADVISORS#3361 · 738 sh | 738 | $207.6K | — | +0.3% |
| 3362 | BNC WEALTH MANAGEMENT#3362 · 738 sh | 738 | $207.5K | — | New |
| 3363 | St. Louis#3363 · 5,112 sh | 5,112 | $207.1K | 0.02% | 0.0% |
| 3364 | DDD Partners#3364 · 735 sh | 735 | $206.7K | 0.01% | New |
| 3365 | Adelphi#3365 · 734 sh | 734 | $206.4K | — | New |
| 3366 | Advisory Advocates#3366 · 732 sh | 732 | $205.8K | 0.18% | New |
| 3367 | Concentrum Wealth Management#3367 · 732 sh | 732 | $205.7K | 0.05% | New |
| 3368 | SAGE RHINO CAPITAL#3368 · 731 sh | 731 | $205.6K | 0.03% | -20.6% |
| 3369 | Turner Financial Group#3369 · 731 sh | 731 | $205.5K | 0.20% | — |
| 3370 | Omnia Family Wealth#3370 · 730 sh | 730 | $205.3K | 0.06% | New |
| 3371 | HMV Wealth Advisors#3371 · 730 sh | 730 | $205.3K | 0.08% | New |
| 3372 | TOTAL INVESTMENT MANAGEMENT#3372 · 917 sh | 917 | $205.1K | — | -9.3% |
| 3373 | waypoint wealth counsel#3373 · 729 sh | 729 | $205.0K | — | New |
| 3374 | Summit Financial Strategies#3374 · 729 sh | 729 | $205.0K | — | New |
| 3375 | VISTA INVESTMENT PARTNERS#3375 · 729 sh | 729 | $205.0K | — | -84.1% |
| 3376 | Hidden Cove Wealth Management#3376 · 727 sh | 727 | $204.4K | — | New |
| 3377 | SARD WEALTH MANAGEMENT GROUP#3377 · 727 sh | 727 | $204.3K | — | New |
| 3378 | ShoreHaven Wealth Partners#3378 · 726 sh | 726 | $204.2K | — | New |
| 3379 | McDonough Capital Management#3379 · 725 sh | 725 | $204.0K | 0.10% | New |
| 3380 | Darden Wealth Group#3380 · 725 sh | 725 | $203.9K | 0.08% | -20.2% |
| 3381 | RFG - Bristol Wealth Advisors#3381 · 723 sh | 723 | $203.3K | — | New |
| 3382 | NORTHSTAR ASSET MANAGEMENT#3382 · 723 sh | 723 | $203.3K | 0.06% | New |
| 3383 | Diversified Portfolios#3383 · 722 sh | 722 | $203.0K | 0.01% | New |
| 3384 | Integrity Financial#3384 · 721 sh | 721 | $202.8K | 0.10% | -72.2% |
| 3385 | JNBA Financial Advisors#3385 · 720 sh | 720 | $202.5K | 0.02% | +5.1% |
| 3386 | Good Steward Wealth Advisors#3386 · 720 sh | 720 | $202.5K | 0.12% | New |
| 3387 | William Mack & Associates#3387 · 719 sh | 719 | $202.3K | 0.07% | New |
| 3388 | VARCOV#3388 · 719 sh | 719 | $202.2K | 0.08% | New |
| 3389 | PRIVATE CLIENT SERVICES#3389 · 718 sh | 718 | $202.0K | — | New |
| 3390 | Ducere Wealth Management#3390 · 718 sh | 718 | $202.0K | 0.06% | New |
| 3391 | DOCK STREET ASSET MANAGEMENT#3391 · 718 sh | 718 | $201.9K | 0.02% | -26.3% |
| 3392 | Richard P Slaughter Associates#3392 · 717 sh | 717 | $201.5K | — | New |
| 3393 | Royal Capital Wealth Management#3393 · 715 sh | 715 | $201.1K | 0.11% | New |
| 3394 | apricus wealth#3394 · 715 sh | 715 | $201.1K | — | New |
| 3395 | Lauterbach Financial Advisors#3395 · 714 sh | 714 | $200.8K | — | New |
| 3396 | Carbahal Olsen Financial Services Group#3396 · 713 sh | 713 | $200.5K | 0.14% | New |
| 3397 | Bruce G. Allen Investments#3397 · 710 sh | 710 | $199.7K | 0.13% | +1.1% |
| 3398 | MPWM ADVISORY SOLUTIONS#3398 · 710 sh | 710 | $199.6K | 0.09% | +0.1% |
| 3399 | Founders Capital Management#3399 · 700 sh | 700 | $196.8K | — | -41.7% |
| 3400 | Financiere des Professionnels - Fonds d,investissement#3400 · 700 sh | 700 | $196.8K | 0.01% | 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.