INTERNATIONAL BUSINESS MACHINES CORP (IBM) — Institutional Holders, Q2 2026 (page 7)
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 601 to 700. 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 601–700 of 3,654
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 601 | Mediolanum International Funds Ltd#601 · 34,296 sh | 34,296 | $9.5M | 0.08% | -21.0% |
| 602 | Churchill Financial Advisors#602 · 33,808 sh | 33,808 | $9.5M | — | -6.7% |
| 603 | Providence Capital Advisors#603 · 33,805 sh | 33,805 | $9.5M | 1.44% | +3763.4% |
| 604 | ROMANO BROTHERS AND COMPANY#604 · 33,685 sh | 33,685 | $9.5M | — | -2.0% |
| 605 | Vestmark Advisory Solutions#605 · 33,522 sh | 33,522 | $9.4M | 0.09% | +11.1% |
| 606 | United Super Pty Ltd in its capacity as Trustee for the Cons#606 · 33,411 sh | 33,411 | $9.4M | 0.17% | -3.5% |
| 607 | CreativeOne Wealth#607 · 33,384 sh | 33,384 | $9.4M | 0.20% | -2.0% |
| 608 | IQ EQ FUND MANAGEMENT (IRELAND) Ltd#608 · 33,246 sh | 33,246 | $9.3M | 0.60% | 0.0% |
| 609 | Alpha Omega Wealth Management#609 · 33,209 sh | 33,209 | $9.3M | — | -3.0% |
| 610 | SCHAPER BENZ & WISE INVESTMENT COUNSEL#610 · 33,159 sh | 33,159 | $9.3M | — | -0.1% |
| 611 | CLIFFORD SWAN INVESTMENT COUNSEL#611 · 33,047 sh | 33,047 | $9.3M | 0.30% | +0.1% |
| 612 | IHT Wealth Management#612 · 32,958 sh | 32,958 | $9.3M | 0.20% | +5.0% |
| 613 | SCS Capital Management#613 · 32,909 sh | 32,909 | $9.3M | 0.09% | +12.0% |
| 614 | Berger Financial Group#614 · 32,864 sh | 32,864 | $9.2M | 0.47% | -6.5% |
| 615 | Regal Investment Advisors#615 · 32,809 sh | 32,809 | $9.2M | 0.48% | -5.1% |
| 616 | PARK AVENUE SECURITIES#616 · 32,738 sh | 32,738 | $9.2M | — | -2.2% |
| 617 | EASTERN BANK#617 · 32,579 sh | 32,579 | $9.2M | — | -0.1% |
| 618 | Groupe la Francaise#618 · 32,482 sh | 32,482 | $9.1M | 0.06% | +6597.3% |
| 619 | GILDER GAGNON HOWE#619 · 32,326 sh | 32,326 | $9.1M | 0.09% | +48.1% |
| 620 | INDEPENDENT FINANCIAL GROUP#620 · 32,302 sh | 32,302 | $9.1M | — | +30.3% |
| 621 | LEVEL FOUR ADVISORY SERVICES#621 · 32,004 sh | 32,004 | $9.0M | 0.25% | +0.5% |
| 622 | E Fund Management , Ltd.#622 · 31,993 sh | 31,993 | $9.0M | 0.20% | +0.6% |
| 623 | Orion Porfolio Solutions#623 · 31,823 sh | 31,823 | $8.9M | 0.07% | -5.3% |
| 624 | B. Riley Wealth Advisors#624 · 32,127 sh | 32,127 | $8.9M | — | +4.9% |
| 625 | HOLDERNESS INVESTMENTS#625 · 31,634 sh | 31,634 | $8.9M | 1.48% | +1.4% |
| 626 | Snowden Capital Advisors#626 · 31,617 sh | 31,617 | $8.9M | 0.21% | -14.2% |
| 627 | Global Retirement Partners#627 · 31,616 sh | 31,616 | $8.9M | 0.14% | — |
| 628 | Ameritas Investment Partners#628 · 31,568 sh | 31,568 | $8.9M | 0.24% | +1.7% |
| 629 | Empirical Finance#629 · 31,474 sh | 31,474 | $8.9M | 0.37% | +3.5% |
| 630 | AR ASSET MANAGEMENT#630 · 31,452 sh | 31,452 | $8.8M | 1.62% | 0.0% |
| 631 | FOSTER & MOTLEY#631 · 31,412 sh | 31,412 | $8.8M | 0.41% | -2.6% |
| 632 | LAFFER TENGLER INVESTMENTS#632 · 31,358 sh | 31,358 | $8.8M | 1.13% | +30.2% |
| 633 | Carnegie Investment Counsel#633 · 31,313 sh | 31,313 | $8.8M | — | -10.1% |
| 634 | Addenda Capital#634 · 31,300 sh | 31,300 | $8.8M | — | 0.0% |
| 635 | Cohen Klingenstein#635 · 31,167 sh | 31,167 | $8.8M | — | 0.0% |
| 636 | MARATHON CAPITAL MANAGEMENT#636 · 31,148 sh | 31,148 | $8.8M | — | +0.6% |
| 637 | MISSION WEALTH MANAGEMENT#637 · 31,091 sh | 31,091 | $8.7M | — | +71.8% |
| 638 | Cornerstone Wealth Group#638 · 31,044 sh | 31,044 | $8.7M | 0.52% | +62.2% |
| 639 | SIGNATUREFD#639 · 31,013 sh | 31,013 | $8.7M | — | +5.1% |
| 640 | Sound View Wealth Advisors Group#640 · 30,915 sh | 30,915 | $8.7M | 0.54% | -0.5% |
| 641 | Grantham, Mayo, Van Otterloo#641 · 30,810 sh | 30,810 | $8.7M | 0.02% | +262.6% |
| 642 | Spears Abacus Advisors#642 · 30,782 sh | 30,782 | $8.7M | 0.15% | -1.0% |
| 643 | KWMG#643 · 30,762 sh | 30,762 | $8.7M | — | +1.9% |
| 644 | GQG Partners#644 · 30,749 sh | 30,749 | $8.6M | 0.02% | New |
| 645 | SEARLE#645 · 30,648 sh | 30,648 | $8.6M | 1.94% | +2.3% |
| 646 | VAN STRUM & TOWNE#646 · 30,587 sh | 30,587 | $8.6M | 2.35% | -0.7% |
| 647 | WHITTIER OF NEVADA#647 · 28,034 sh | 28,034 | $8.6M | 0.16% | -4.9% |
| 648 | Orange Investment Advisors#648 · 30,503 sh | 30,503 | $8.6M | — | +4.5% |
| 649 | BEACON INVESTMENT ADVISORY SERVICES#649 · 30,495 sh | 30,495 | $8.6M | — | +939.4% |
| 650 | Private Wealth Asset Management#650 · 30,458 sh | 30,458 | $8.6M | 0.83% | +2.2% |
| 651 | Fifth Third Wealth Advisors#651 · 30,407 sh | 30,407 | $8.6M | — | +5.1% |
| 652 | NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY#652 · 30,135 sh | 30,135 | $8.5M | 0.10% | +0.8% |
| 653 | Security National Bank#653 · 30,105 sh | 30,105 | $8.5M | — | +25.8% |
| 654 | Goelzer Investment Management#654 · 30,103 sh | 30,103 | $8.5M | — | -0.8% |
| 655 | INSPIRE , N.A.#655 · 30,000 sh | 30,000 | $8.4M | 1.16% | +4.2% |
| 656 | Savvy Advisors#656 · 29,820 sh | 29,820 | $8.4M | 0.18% | +14.7% |
| 657 | Simplicity Wealth#657 · 29,704 sh | 29,704 | $8.4M | — | +69.3% |
| 658 | Farmers National Bank#658 · 29,621 sh | 29,621 | $8.3M | 1.74% | +2.9% |
| 659 | BONNESS ENTERPRISES#659 · 29,564 sh | 29,564 | $8.3M | — | 0.0% |
| 660 | Parallel Advisors#660 · 29,538 sh | 29,538 | $8.3M | 0.13% | -2.6% |
| 661 | Clearbridge Investments#661 · 29,497 sh | 29,497 | $8.3M | <0.01% | -0.6% |
| 662 | SS&H Financial Advisors#662 · 29,465 sh | 29,465 | $8.3M | 2.12% | — |
| 663 | CANANDAIGUA NATIONAL BANK#663 · 29,452 sh | 29,452 | $8.3M | — | — |
| 664 | CARY STREET PARTNERS FINANCIAL#664 · 29,451 sh | 29,451 | $8.3M | 0.18% | +4.9% |
| 665 | CAISSE DES DEPOTS ET CONSIGNATIONS#665 · 29,439 sh | 29,439 | $8.3M | 0.14% | -24.6% |
| 666 | WealthPlan Investment Management#666 · 29,394 sh | 29,394 | $8.3M | — | +41.8% |
| 667 | MONEY CONCEPTS CAPITAL#667 · 29,394 sh | 29,394 | $8.3M | 0.38% | +31.2% |
| 668 | Financial & Tax Architects#668 · 29,366 sh | 29,366 | $8.3M | — | -3.6% |
| 669 | Summit Trail Advisors#669 · 29,347 sh | 29,347 | $8.3M | 0.10% | -1.6% |
| 670 | XML Financial#670 · 29,225 sh | 29,225 | $8.2M | 0.60% | -3.8% |
| 671 | Capital Investment Counsel#671 · 29,221 sh | 29,221 | $8.2M | — | +2.6% |
| 672 | CAPITAL FUND MANAGEMENT S.A.#672 · 29,048 sh | 29,048 | $8.2M | 0.04% | -80.7% |
| 673 | Aspen Grove Capital#673 · 29,020 sh | 29,020 | $8.2M | 1.18% | 0.0% |
| 674 | SAGESPRING WEALTH PARTNERS#674 · 28,910 sh | 28,910 | $8.1M | — | -2.8% |
| 675 | Modern Wealth Management#675 · 28,885 sh | 28,885 | $8.1M | 0.10% | +24.6% |
| 676 | Trajan Wealth#676 · 28,847 sh | 28,847 | $8.1M | 0.31% | +25.5% |
| 677 | SteelPeak Wealth#677 · 28,833 sh | 28,833 | $8.1M | — | -15.6% |
| 678 | GAMMA Investing#678 · 28,756 sh | 28,756 | $8.1M | — | +16.4% |
| 679 | HUDSON EDGE INVESTMENT PARTNERS#679 · 28,700 sh | 28,700 | $8.1M | 1.10% | +1.5% |
| 680 | Dakota Wealth Management#680 · 28,576 sh | 28,576 | $8.0M | 0.15% | -8.8% |
| 681 | Beacon Harbor Wealth Advisors#681 · 35,836 sh | 35,836 | $8.0M | 1.56% | +1863.6% |
| 682 | FACTORY MUTUAL INSURANCE#682 · 28,500 sh | 28,500 | $8.0M | 0.08% | -1.0% |
| 683 | Dynamic Advisor Solutions#683 · 28,457 sh | 28,457 | $8.0M | — | +4.4% |
| 684 | Columbia Asset Management#684 · 28,403 sh | 28,403 | $8.0M | — | -2.9% |
| 685 | NovaPoint Capital#685 · 28,333 sh | 28,333 | $8.0M | — | +6.3% |
| 686 | MUFG SECURITIES AMERICAS#686 · 28,308 sh | 28,308 | $8.0M | 0.41% | +9.5% |
| 687 | J. Goldman#687 · 28,245 sh | 28,245 | $7.9M | 0.21% | New |
| 688 | Canada Post Registered Pension Plan#688 · 28,186 sh | 28,186 | $7.9M | 0.28% | +1.7% |
| 689 | LS Investment Advisors#689 · 28,059 sh | 28,059 | $7.9M | — | -0.3% |
| 690 | MONETA GROUP INVESTMENT ADVISORS#690 · 28,040 sh | 28,040 | $7.9M | 0.06% | +0.3% |
| 691 | SageGuard Financial Group#691 · 27,975 sh | 27,975 | $7.9M | 1.11% | -6.3% |
| 692 | FLC Capital Advisors#692 · 27,920 sh | 27,920 | $7.9M | 1.26% | +0.2% |
| 693 | BRIGHTON JONES#693 · 27,739 sh | 27,739 | $7.8M | 0.14% | +11.6% |
| 694 | North Dakota State Investment Board#694 · 27,667 sh | 27,667 | $7.8M | 0.32% | +2.6% |
| 695 | ADVISORS MANAGEMENT GROUP#695 · 27,571 sh | 27,571 | $7.8M | 1.28% | -10.7% |
| 696 | Hayek Kallen Investment Management#696 · 27,560 sh | 27,560 | $7.8M | 2.35% | +1.3% |
| 697 | NIA IMPACT ADVISORS#697 · 27,543 sh | 27,543 | $7.7M | 3.21% | -2.6% |
| 698 | Chicago Capital#698 · 27,410 sh | 27,410 | $7.7M | — | +12.9% |
| 699 | Reliant Investment Management#699 · 27,352 sh | 27,352 | $7.7M | — | +12.8% |
| 700 | Lifeworks Advisors#700 · 27,336 sh | 27,336 | $7.7M | 0.80% | +5.7% |
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.