INTERNATIONAL BUSINESS MACHINES CORP (IBM) — Institutional Holders, Q2 2026 (page 36)
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 3,501 to 3,600. 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 3,501–3,600 of 3,654
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 3501 | Rialto Wealth Management#3501 · 306 sh | 306 | $85.9K | 0.02% | +24.9% |
| 3502 | Morton Brown Family Wealth#3502 · 303 sh | 303 | $85.2K | — | +3.8% |
| 3503 | American Capital Advisory#3503 · 301 sh | 301 | $84.7K | 0.03% | +70.1% |
| 3504 | SUMMIT SECURITIES GROUP#3504 · 300 sh | 300 | $84.4K | <0.01% | -99.4% |
| 3505 | Outlook Capital Management#3505 · 300 sh | 300 | $84.4K | 0.03% | — |
| 3506 | Gleason Group#3506 · 298 sh | 298 | $83.7K | — | +33.0% |
| 3507 | Boreal Capital Management#3507 · 297 sh | 297 | $83.5K | 0.06% | +531.9% |
| 3508 | Bank#3508 · 296 sh | 296 | $83.2K | — | 0.0% |
| 3509 | Barnes Dennig Private Wealth Management#3509 · 294 sh | 294 | $82.7K | 0.07% | 0.0% |
| 3510 | Quaker Wealth Management#3510 · 287 sh | 287 | $80.7K | — | +0.7% |
| 3511 | Measured Wealth Private Client Group#3511 · 286 sh | 286 | $80.3K | 0.02% | -31.1% |
| 3512 | Joseph Group Capital Management#3512 · 283 sh | 283 | $79.6K | 0.02% | +137.8% |
| 3513 | TOUNJIAN ADVISORY PARTNERS#3513 · 282 sh | 282 | $79.2K | 0.03% | -94.3% |
| 3514 | Centerpoint Advisors#3514 · 281 sh | 281 | $79.0K | 0.02% | -41.6% |
| 3515 | Manitou Investment Management Ltd.#3515 · 280 sh | 280 | $78.7K | — | 0.0% |
| 3516 | Mitsubishi UFJ Morgan Stanley Securities , Ltd.#3516 · 279 sh | 279 | $78.5K | 0.24% | -64.0% |
| 3517 | Mowery & Schoenfeld Wealth Management#3517 · 273 sh | 273 | $76.9K | 0.10% | 0.0% |
| 3518 | StrongBox Wealth#3518 · 271 sh | 271 | $76.2K | 0.02% | New |
| 3519 | New England Capital Financial Advisors#3519 · 270 sh | 270 | $76.0K | 0.02% | 0.0% |
| 3520 | TOWER & INVESTMENT#3520 · 261 sh | 261 | $73.4K | 0.04% | 0.0% |
| 3521 | Atlantic Private Wealth#3521 · 257 sh | 257 | $72.3K | 0.04% | 0.0% |
| 3522 | 3 FACTOR INDEXING#3522 · 256 sh | 256 | $72.0K | — | 0.0% |
| 3523 | Investors Research#3523 · 247 sh | 247 | $69.5K | — | -8.5% |
| 3524 | Global Asset Management#3524 · 246 sh | 246 | $69.2K | — | -76.7% |
| 3525 | MASECO LLP#3525 · 244 sh | 244 | $68.6K | — | +248.6% |
| 3526 | Axiom Investment Management#3526 · 243 sh | 243 | $68.3K | 0.05% | +62.0% |
| 3527 | Graney & King#3527 · 243 sh | 243 | $68.3K | 0.02% | 0.0% |
| 3528 | Leo H. Evart#3528 · 240 sh | 240 | $67.4K | 0.05% | 0.0% |
| 3529 | E Fund Management (Hong Kong) , Ltd.#3529 · 239 sh | 239 | $67.2K | 0.02% | +181.2% |
| 3530 | Quest 10 Wealth Builders#3530 · 237 sh | 237 | $66.5K | 0.05% | -18.8% |
| 3531 | Financial Perspectives#3531 · 235 sh | 235 | $66.1K | 0.02% | 0.0% |
| 3532 | MJT & Associates Financial Advisory Group#3532 · 233 sh | 233 | $65.5K | — | 0.0% |
| 3533 | HAGER INVESTMENT MANAGEMENT SERVICES#3533 · 231 sh | 231 | $65.0K | 0.03% | -7.6% |
| 3534 | Advocate Investing Services#3534 · 230 sh | 230 | $64.7K | — | 0.0% |
| 3535 | Fourth Dimension Wealth#3535 · 229 sh | 229 | $64.4K | 0.02% | +14.5% |
| 3536 | Centennial Bank#3536 · 222 sh | 222 | $62.4K | 0.02% | 0.0% |
| 3537 | IFS Advisors#3537 · 222 sh | 222 | $62.4K | — | +12.7% |
| 3538 | TD Capital Management#3538 · 220 sh | 220 | $61.9K | <0.01% | 0.0% |
| 3539 | Meramec Financial Planners#3539 · 282 sh | 282 | $61.0K | 0.02% | 0.0% |
| 3540 | Signature Resources Capital Management#3540 · 212 sh | 212 | $59.6K | — | +42.3% |
| 3541 | Beutel, Goodman & Ltd.#3541 · 210 sh | 210 | $59.0K | <0.01% | 0.0% |
| 3542 | BARD ASSOCIATES#3542 · 208 sh | 208 | $58.5K | 0.01% | 0.0% |
| 3543 | STEPHENSON NATIONAL BANK#3543 · 207 sh | 207 | $58.2K | — | 0.0% |
| 3544 | LAM GROUP#3544 · 202 sh | 202 | $56.8K | — | 0.0% |
| 3545 | Dogwood Wealth Management#3545 · 202 sh | 202 | $56.8K | 0.02% | +87.0% |
| 3546 | GABLES CAPITAL MANAGEMENT#3546 · 200 sh | 200 | $56.2K | 0.02% | 0.0% |
| 3547 | SIMS INVESTMENT MANAGEMENT#3547 · 199 sh | 199 | $56.0K | — | New |
| 3548 | RMG Wealth Management#3548 · 232 sh | 232 | $54.7K | — | -50.2% |
| 3549 | Virginia Estate & Retirement Planning Advisors#3549 · 191 sh | 191 | $53.7K | — | +0.5% |
| 3550 | Tacita Capital#3550 · 189 sh | 189 | $53.1K | 0.03% | -5.5% |
| 3551 | Whipplewood Advisors#3551 · 186 sh | 186 | $52.3K | — | -14.7% |
| 3552 | Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna#3552 · 183 sh | 183 | $51.5K | — | +52.5% |
| 3553 | SECURITY NATIONAL BANK OF SO DAK#3553 · 179 sh | 179 | $50.3K | 0.02% | New |
| 3554 | McCarley & Cook Financial Planners#3554 · 179 sh | 179 | $50.3K | — | 0.0% |
| 3555 | CBIZ Investment Advisory Services#3555 · 204 sh | 204 | $49.4K | <0.01% | 0.0% |
| 3556 | Davis Capital Management#3556 · 173 sh | 173 | $48.6K | — | -14.4% |
| 3557 | Valued Wealth Advisors#3557 · 171 sh | 171 | $48.2K | 0.02% | -9.5% |
| 3558 | RAFFA WEALTH MANAGEMENT#3558 · 166 sh | 166 | $46.7K | <0.01% | -26.9% |
| 3559 | Pilgrim Partners Asia Pte Ltd#3559 · 160 sh | 160 | $45.0K | 0.02% | New |
| 3560 | Bayforest Capital Ltd#3560 · 157 sh | 157 | $44.1K | 0.04% | New |
| 3561 | Sarver Vrooman Wealth Advisors#3561 · 152 sh | 152 | $44.1K | — | 0.0% |
| 3562 | First PREMIER Bank#3562 · 157 sh | 157 | $44.0K | — | 0.0% |
| 3563 | JTC Employer Solutions Trusteee Ltd#3563 · 155 sh | 155 | $44.0K | <0.01% | 0.0% |
| 3564 | UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT#3564 · 156 sh | 156 | $43.9K | <0.01% | New |
| 3565 | Acumen Wealth Advisors#3565 · 150 sh | 150 | $42.2K | <0.01% | 0.0% |
| 3566 | Copia Wealth Management#3566 · 144 sh | 144 | $40.5K | 0.02% | 0.0% |
| 3567 | Murphy & Mullick Capital Management#3567 · 142 sh | 142 | $39.9K | 0.02% | +2.2% |
| 3568 | Highland Investment Advisors#3568 · 142 sh | 142 | $39.8K | 0.02% | — |
| 3569 | Cornerstone Financial Management#3569 · 137 sh | 137 | $38.5K | 0.03% | +61.2% |
| 3570 | Osbon Capital Management#3570 · 132 sh | 132 | $37.1K | 0.03% | 0.0% |
| 3571 | IAG Wealth Partners#3571 · 131 sh | 131 | $36.8K | <0.01% | +95.5% |
| 3572 | Creative Capital Management Investments#3572 · 131 sh | 131 | $36.8K | <0.01% | +32.3% |
| 3573 | Caitlin John#3573 · 125 sh | 125 | $35.4K | 0.02% | -15.0% |
| 3574 | SIMA Wealth Partners#3574 · 125 sh | 125 | $35.2K | — | 0.0% |
| 3575 | Activest Wealth Management#3575 · 123 sh | 123 | $34.6K | — | -70.9% |
| 3576 | Westend Capital Management#3576 · 117 sh | 117 | $32.9K | <0.01% | +129.4% |
| 3577 | DecisionPoint Financial#3577 · 112 sh | 112 | $32.1K | <0.01% | +5.7% |
| 3578 | FWL INVESTMENT MANAGEMENT#3578 · 112 sh | 112 | $31.5K | <0.01% | -35.3% |
| 3579 | Gordian Capital Singapore Pte Ltd#3579 · 111 sh | 111 | $31.2K | 0.05% | New |
| 3580 | SWAN Capital#3580 · 108 sh | 108 | $30.4K | 0.01% | +8.0% |
| 3581 | Winch Advisory Services#3581 · 107 sh | 107 | $30.2K | <0.01% | +23.0% |
| 3582 | Align Financial#3582 · 107 sh | 107 | $30.1K | — | 0.0% |
| 3583 | LFA - Lugano Financial Advisors SA#3583 · 105 sh | 105 | $29.5K | 0.02% | 0.0% |
| 3584 | BELLEVUE ASSET MANAGEMENT#3584 · 104 sh | 104 | $29.5K | 0.01% | 0.0% |
| 3585 | Harvest Fund Management , Ltd#3585 · 103 sh | 103 | $29.0K | <0.01% | -18.3% |
| 3586 | Bare Financial Services#3586 · 103 sh | 103 | $29.0K | <0.01% | +114.6% |
| 3587 | Trifecta Capital Advisors#3587 · 100 sh | 100 | $28.1K | — | +2.0% |
| 3588 | Hara Capital#3588 · 100 sh | 100 | $28.1K | 0.01% | 0.0% |
| 3589 | Networth Advisors#3589 · 100 sh | 100 | $28.1K | 0.02% | 0.0% |
| 3590 | Midway Capital Research & Management#3590 · 100 sh | 100 | $28.1K | — | 0.0% |
| 3591 | Lipe & Dalton#3591 · 100 sh | 100 | $28.0K | — | 0.0% |
| 3592 | Evolution Advisers#3592 · 101 sh | 101 | $28.0K | 0.01% | +1.0% |
| 3593 | Greykasell Wealth Strategies#3593 · 98 sh | 98 | $27.6K | 0.01% | 0.0% |
| 3594 | GoalVest Advisory#3594 · 96 sh | 96 | $27.0K | — | -72.0% |
| 3595 | Harborfront Financial Group#3595 · 96 sh | 96 | $27.0K | 0.10% | — |
| 3596 | Accordant Advisory Group#3596 · 92 sh | 92 | $25.9K | 0.02% | 0.0% |
| 3597 | MARSHALL INVESTMENT MANAGEMENT#3597 · 92 sh | 92 | $25.9K | 0.01% | +3.4% |
| 3598 | Basepoint Wealth#3598 · 91 sh | 91 | $25.6K | 0.01% | -10.8% |
| 3599 | Phillip James Consulting#3599 · 85 sh | 85 | $23.9K | 0.02% | 0.0% |
| 3600 | Centiva Capital#3600 · 84 sh | 84 | $23.6K | <0.01% | -98.0% |
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.