INTERNATIONAL BUSINESS MACHINES CORP (IBM) — Institutional Holders, Q2 2026 (page 37)
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 3,601 to 3,654. 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 3,601–3,654 of 3,654
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 3601 | Principia Wealth Advisory#3601 · 82 sh | 82 | $23.1K | 0.01% | +26.2% |
| 3602 | Retirement Wealth Solutions#3602 · 81 sh | 81 | $22.9K | — | 0.0% |
| 3603 | Investment Research & Advisory Group#3603 · 1 sh | 1 | $22.8K | — | 0.0% |
| 3604 | Rachor Investment Advisory Services#3604 · 80 sh | 80 | $22.5K | 0.01% | 0.0% |
| 3605 | ROSS\JOHNSON & Associates#3605 · 70 sh | 70 | $19.7K | 0.31% | +1.4% |
| 3606 | PETERSON WEALTH MANAGEMENT#3606 · 67 sh | 67 | $19.0K | <0.01% | 0.0% |
| 3607 | Access Investment Management#3607 · 65 sh | 65 | $18.3K | — | 0.0% |
| 3608 | Harbor Asset Planning#3608 · 63 sh | 63 | $17.7K | — | 0.0% |
| 3609 | HORIZON BANCORP#3609 · 62 sh | 62 | $17.0K | <0.01% | -61.7% |
| 3610 | 1 NORTH WEALTH SERVICES#3610 · 54 sh | 54 | $15.2K | <0.01% | +440.0% |
| 3611 | Caitong International Asset Management , Ltd#3611 · 52 sh | 52 | $14.6K | <0.01% | +2500.0% |
| 3612 | Lummis Asset Management#3612 · 52 sh | 52 | $14.6K | <0.01% | 0.0% |
| 3613 | Nvest Wealth Strategies#3613 · 50 sh | 50 | $14.1K | — | 0.0% |
| 3614 | Montgomery Financial Services#3614 · 50 sh | 50 | $14.1K | 0.01% | — |
| 3615 | Navigoe#3615 · 50 sh | 50 | $14.0K | <0.01% | +25.0% |
| 3616 | Fairman Group#3616 · 50 sh | 50 | $13.9K | — | +2.0% |
| 3617 | Sherman Asset Management#3617 · 47 sh | 47 | $13.2K | 0.01% | +42.4% |
| 3618 | Arlington#3618 · 42 sh | 42 | $11.8K | — | -41.7% |
| 3619 | Strive Financial Group#3619 · 41 sh | 41 | $11.5K | <0.01% | 0.0% |
| 3620 | Gunpowder Capital Management, dba Oliver Wealth Management#3620 · 41 sh | 41 | $11.5K | <0.01% | 0.0% |
| 3621 | JDM Financial Group#3621 · 33 sh | 33 | $9.3K | <0.01% | 0.0% |
| 3622 | GGM Financials#3622 · 31 sh | 31 | $8.6K | <0.01% | +3.3% |
| 3623 | Park Square Financial Group#3623 · 30 sh | 30 | $8.4K | 0.08% | -42.3% |
| 3624 | Atomic Invest#3624 · 30 sh | 30 | $8.3K | <0.01% | +25.0% |
| 3625 | Oakmont Advisory Group#3625 · 26 sh | 26 | $7.4K | <0.01% | New |
| 3626 | Pacifica Partners#3626 · 23 sh | 23 | $6.7K | — | -98.0% |
| 3627 | RHL GROUP#3627 · 22 sh | 22 | $6.2K | <0.01% | -56.0% |
| 3628 | Dynamic Wealth Strategies#3628 · 20 sh | 20 | $5.6K | — | +185.7% |
| 3629 | Peterson Wealth Services#3629 · 19 sh | 19 | $5.3K | — | New |
| 3630 | Comprehensive Financial Planning#3630 · 18 sh | 18 | $5.1K | <0.01% | 0.0% |
| 3631 | WestEnd Advisors#3631 · 16 sh | 16 | $4.5K | <0.01% | +6.7% |
| 3632 | PayPay Securities#3632 · 16 sh | 16 | $4.5K | — | 0.0% |
| 3633 | Investors Portfolio Services#3633 · 14 sh | 14 | $3.9K | <0.01% | 0.0% |
| 3634 | Redwood Park Advisors#3634 · 14 sh | 14 | $3.9K | <0.01% | 0.0% |
| 3635 | GILPIN WEALTH MANAGEMENT#3635 · 14 sh | 14 | $3.9K | — | 0.0% |
| 3636 | Torren Management#3636 · 12 sh | 12 | $3.5K | <0.01% | 0.0% |
| 3637 | Noble Wealth Management PBC#3637 · 11 sh | 11 | $3.1K | — | +120.0% |
| 3638 | STANCE CAPITAL#3638 · 10 sh | 10 | $2.8K | <0.01% | New |
| 3639 | Fedenia Advisers#3639 · 10 sh | 10 | $2.8K | — | New |
| 3640 | Seneschal Advisors#3640 · 10 sh | 10 | $2.8K | <0.01% | -79.6% |
| 3641 | SECURITY NATIONAL BANK OF SIOUX CITY IOWA#3641 · 9 sh | 9 | $2.5K | <0.01% | New |
| 3642 | Luminist Capital#3642 · 8 sh | 8 | $2.3K | <0.01% | New |
| 3643 | Breakwater Investment Management#3643 · 5 sh | 5 | $1.4K | — | +25.0% |
| 3644 | Fairway Wealth#3644 · 5 sh | 5 | $1.4K | <0.01% | New |
| 3645 | FNY Investment Advisers#3645 · 6 sh | 6 | $1.0K | — | -99.5% |
| 3646 | Kingdom Financial Group#3646 · 2 sh | 2 | $632.00 | <0.01% | -92.6% |
| 3647 | Gs Investments#3647 · 2 sh | 2 | $562.00 | <0.01% | 0.0% |
| 3648 | NorthAvenue#3648 · 1 sh | 1 | $282.00 | <0.01% | 0.0% |
| 3649 | Morse Asset Management#3649 · 1 sh | 1 | $281.00 | 0.00% | 0.0% |
| 3650 | Cordant#3650 · 1 sh | 1 | $155.00 | <0.01% | New |
| 3651 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#3651 · 1,424,282 sh | 1,424,282 | — | — | +0.2% |
| 3652 | VESTOR CAPITAL#3652 · 13,664 sh | 13,664 | — | — | +775.9% |
| 3653 | Euro Pacific Asset Management#3653 · 921 sh | 921 | — | — | -8.9% |
| 3654 | PeakShares#3654 · 5,897 sh | 5,897 | — | — | +30.6% |
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.