INTERNATIONAL BUSINESS MACHINES CORP (IBM) — Institutional Holders, Q2 2026 (page 35)
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 3,401 to 3,500. 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 3,401–3,500 of 3,654
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 3401 | CONTRAVISORY INVESTMENT MANAGEMENT#3401 · 696 sh | 696 | $195.7K | — | -97.8% |
| 3402 | Burk#3402 · 691 sh | 691 | $194.3K | 0.07% | 0.0% |
| 3403 | Birchwood Financial Partners#3403 · 684 sh | 684 | $192.5K | 0.16% | 0.0% |
| 3404 | 1015 Capital Partners#3404 · 684 sh | 684 | $192.3K | 0.16% | -0.1% |
| 3405 | Owl Creek Wealth Partners#3405 · 673 sh | 673 | $189.3K | — | +26.3% |
| 3406 | Covestor Ltd#3406 · 662 sh | 662 | $186.0K | 0.11% | +31.1% |
| 3407 | Silver Grove Financial Group#3407 · 658 sh | 658 | $185.2K | 0.10% | +1780.0% |
| 3408 | Ares Financial Consulting#3408 · 657 sh | 657 | $184.8K | — | +1.2% |
| 3409 | Abound Wealth Management#3409 · 655 sh | 655 | $184.1K | — | -15.9% |
| 3410 | Park Place Capital#3410 · 651 sh | 651 | $183.0K | 0.03% | -5.4% |
| 3411 | Stone House Investment Management#3411 · 643 sh | 643 | $180.9K | — | +5.1% |
| 3412 | Cherry Tree Wealth Management#3412 · 634 sh | 634 | $178.3K | — | 0.0% |
| 3413 | Essential Partners#3413 · 632 sh | 632 | $177.7K | — | +165.5% |
| 3414 | Halbert, Hargrove/Russell#3414 · 631 sh | 631 | $177.6K | — | +0.5% |
| 3415 | WELLINGTON-ALTUS USA#3415 · 726 sh | 726 | $176.0K | 0.13% | +44.6% |
| 3416 | SOUTHERN MICHIGAN BANK &#3416 · 624 sh | 624 | $175.5K | — | +6.8% |
| 3417 | Cutler Capital Management#3417 · 613 sh | 613 | $172.4K | 0.04% | +0.3% |
| 3418 | Johnson Financial Group#3418 · 608 sh | 608 | $171.0K | <0.01% | -9.9% |
| 3419 | Bay Harbor Wealth Management#3419 · 607 sh | 607 | $170.7K | 0.04% | +631.3% |
| 3420 | Guardian Partners#3420 · 604 sh | 604 | $169.9K | — | New |
| 3421 | Hughes Financial Services#3421 · 602 sh | 602 | $169.3K | 0.02% | +14.2% |
| 3422 | Harel Insurance Investments & Financial Services Ltd.#3422 · 600 sh | 600 | $169.0K | <0.01% | -29.4% |
| 3423 | Bollard Group#3423 · 600 sh | 600 | $169.0K | <0.01% | -25.0% |
| 3424 | Zeit Capital#3424 · 600 sh | 600 | $168.7K | — | +33.3% |
| 3425 | Avion Wealth#3425 · 599 sh | 599 | $168.0K | 0.03% | +10.7% |
| 3426 | Key Capital Management#3426 · 586 sh | 586 | $164.8K | 0.08% | -6.7% |
| 3427 | Aspect Partners#3427 · 566 sh | 566 | $159.2K | — | +9.3% |
| 3428 | Financial Avengers#3428 · 563 sh | 563 | $158.2K | 0.07% | +0.7% |
| 3429 | Darwin Wealth Management#3429 · 558 sh | 558 | $157.1K | 0.04% | +29.2% |
| 3430 | Addison Advisors#3430 · 550 sh | 550 | $154.7K | 0.07% | -89.6% |
| 3431 | HIGHLINE WEALTH PARTNERS#3431 · 549 sh | 549 | $154.3K | — | +496.7% |
| 3432 | VAQUERO PRIVATE WEALTH, LTD#3432 · 546 sh | 546 | $153.5K | 0.03% | — |
| 3433 | True Wealth Design#3433 · 531 sh | 531 | $149.5K | — | -9.4% |
| 3434 | Hillsdale Investment Management#3434 · 530 sh | 530 | $149.0K | <0.01% | New |
| 3435 | Trust Co#3435 · 528 sh | 528 | $148.5K | — | -64.2% |
| 3436 | MARK SHEPTOFF FINANCIAL PLANNING#3436 · 527 sh | 527 | $148.3K | 0.08% | 0.0% |
| 3437 | Regatta Research & Money Management#3437 · 524 sh | 524 | $147.3K | 0.14% | — |
| 3438 | DHJJ Financial Advisors, Ltd.#3438 · 519 sh | 519 | $146.1K | — | 0.0% |
| 3439 | Nalls Sherbakoff Group#3439 · 519 sh | 519 | $145.9K | 0.10% | -6.8% |
| 3440 | Lloyd Advisory Services#3440 · 516 sh | 516 | $145.2K | 0.06% | +1811.1% |
| 3441 | Intesa Sanpaolo Wealth Management#3441 · 514 sh | 514 | $144.5K | 0.03% | -68.8% |
| 3442 | TSFG#3442 · 507 sh | 507 | $143.0K | — | -0.4% |
| 3443 | High Note Wealth#3443 · 508 sh | 508 | $142.9K | 0.02% | -27.5% |
| 3444 | Stonehage Fleming Financial Services Ltd#3444 · 500 sh | 500 | $140.6K | <0.01% | 0.0% |
| 3445 | Gould Capital#3445 · 500 sh | 500 | $140.6K | 0.08% | 0.0% |
| 3446 | CDKV#3446 · 496 sh | 496 | $139.5K | 0.11% | 0.0% |
| 3447 | OGOREK ANTHONY JOSEPH /NY#3447 · 496 sh | 496 | $139.0K | 0.03% | -9.8% |
| 3448 | BankPlus Department#3448 · 485 sh | 485 | $136.4K | 0.03% | 0.0% |
| 3449 | FIRST COMMUNITY NA#3449 · 483 sh | 483 | $135.8K | — | -21.7% |
| 3450 | Hurley Capital#3450 · 482 sh | 482 | $135.5K | 0.07% | 0.0% |
| 3451 | CONSULTIVA WEALTH MANAGEMENT#3451 · 480 sh | 480 | $135.0K | 0.30% | 0.0% |
| 3452 | Sava Infond d.o.o.#3452 · 480 sh | 480 | $135.0K | <0.01% | +20.0% |
| 3453 | Blume Capital Management#3453 · 475 sh | 475 | $133.6K | — | 0.0% |
| 3454 | Moisand Fitzgerald Tamayo#3454 · 475 sh | 475 | $133.6K | — | +7.2% |
| 3455 | United Financial Planning Group#3455 · 472 sh | 472 | $132.7K | 0.07% | -17.3% |
| 3456 | Strategic Wealth Advisors#3456 · 449 sh | 449 | $132.0K | 0.11% | 0.0% |
| 3457 | Catalyst Capital Advisors#3457 · 468 sh | 468 | $131.6K | <0.01% | -1.5% |
| 3458 | Fairscale Capital#3458 · 467 sh | 467 | $131.3K | 0.08% | 0.0% |
| 3459 | Golden State Equity Partners#3459 · 462 sh | 462 | $129.9K | 0.35% | -98.3% |
| 3460 | Sankala Group#3460 · 550 sh | 550 | $128.9K | 0.09% | -1.1% |
| 3461 | Financial Gravity Companies, (FGCO)#3461 · 458 sh | 458 | $128.8K | 0.02% | — |
| 3462 | Avalon#3462 · 454 sh | 454 | $127.7K | <0.01% | -46.8% |
| 3463 | NCP#3463 · 450 sh | 450 | $126.5K | 0.18% | 0.0% |
| 3464 | BURKETT FINANCIAL SERVICES#3464 · 449 sh | 449 | $126.4K | — | +0.7% |
| 3465 | General Partner#3465 · 449 sh | 449 | $126.3K | — | 0.0% |
| 3466 | Alpha Financial Advisors#3466 · 443 sh | 443 | $124.6K | 0.03% | New |
| 3467 | Financial Network Wealth Advisors#3467 · 442 sh | 442 | $124.4K | 0.13% | +1.8% |
| 3468 | Timbuktu Capital Management#3468 · 440 sh | 440 | $123.7K | 0.19% | — |
| 3469 | Tidemark#3469 · 430 sh | 430 | $121.0K | 0.03% | +1.2% |
| 3470 | Granite FO#3470 · 428 sh | 428 | $120.4K | — | 0.0% |
| 3471 | Elgethun Capital Management#3471 · 425 sh | 425 | $119.4K | 0.02% | +20.1% |
| 3472 | Solstein Capital#3472 · 420 sh | 420 | $118.1K | 0.04% | 0.0% |
| 3473 | Signature Equity Partners#3473 · 420 sh | 420 | $118.1K | 0.05% | +3.7% |
| 3474 | PIN OAK INVESTMENT ADVISORS#3474 · 485 sh | 485 | $118.0K | 0.09% | 0.0% |
| 3475 | Bradley & Private Wealth Management#3475 · 419 sh | 419 | $117.8K | — | 0.0% |
| 3476 | Minot DeBlois Advisors#3476 · 415 sh | 415 | $116.8K | 0.10% | -49.3% |
| 3477 | Lodestone Wealth Management#3477 · 414 sh | 414 | $116.4K | — | 0.0% |
| 3478 | Robinswood Financial#3478 · 412 sh | 412 | $115.9K | — | New |
| 3479 | James T. Borello RIA#3479 · 411 sh | 411 | $115.6K | — | +30.9% |
| 3480 | Vermillion Wealth Management#3480 · 405 sh | 405 | $114.0K | — | +41.6% |
| 3481 | Corsicana#3481 · 404 sh | 404 | $113.6K | 0.06% | +8.0% |
| 3482 | Cedar Mountain Advisors#3482 · 401 sh | 401 | $112.8K | — | 0.0% |
| 3483 | SRH ADVISORS#3483 · 400 sh | 400 | $112.5K | — | 0.0% |
| 3484 | ABOUND FINANCIAL#3484 · 400 sh | 400 | $112.5K | 0.04% | 0.0% |
| 3485 | Sunrise Financial Services#3485 · 387 sh | 387 | $108.8K | — | -3.7% |
| 3486 | NORTHSTAR ASSET MANAGEMENT#3486 · 500 sh | 500 | $107.1K | — | New |
| 3487 | Pacific Center for Financial Services#3487 · 377 sh | 377 | $106.0K | — | 0.0% |
| 3488 | CGC Financial Services#3488 · 371 sh | 371 | $104.3K | — | 0.0% |
| 3489 | Synergy Investment Management#3489 · 444 sh | 444 | $104.2K | 0.03% | +404.5% |
| 3490 | Strategic Advocates#3490 · 361 sh | 361 | $101.5K | 0.39% | -7.7% |
| 3491 | Newton One Investments#3491 · 360 sh | 360 | $101.3K | — | +0.6% |
| 3492 | OSTERWEIS CAPITAL MANAGEMENT#3492 · 354 sh | 354 | $99.5K | <0.01% | 0.0% |
| 3493 | Glass Jacobson Investment Advisors#3493 · 347 sh | 347 | $97.6K | — | 0.0% |
| 3494 | PROFFITT & GOODSON#3494 · 346 sh | 346 | $97.3K | 0.01% | -5.2% |
| 3495 | Kemnay Advisory Services#3495 · 330 sh | 330 | $92.8K | 0.01% | -0.3% |
| 3496 | Cheviot Value Management#3496 · 328 sh | 328 | $92.2K | <0.01% | 0.0% |
| 3497 | Ankerstar Wealth#3497 · 327 sh | 327 | $92.0K | 0.08% | +10.1% |
| 3498 | OAKMONT#3498 · 327 sh | 327 | $92.0K | 0.02% | -51.7% |
| 3499 | EVOLUTION WEALTH MANAGEMENT#3499 · 318 sh | 318 | $89.4K | 0.05% | -1.9% |
| 3500 | Kroeger Financial Partners#3500 · 306 sh | 306 | $86.0K | — | — |
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.