Are IBM’s Top Institutional Shareholders Worried About These Industry Trends?

IBM (NYSE:IBM): IBM’s missed earnings per share could have been as high as $0.34, rather than the $0.05 it recorded due to a favorable change in taxes for the company, according to BMO’s Keith Bachman. Analysts are doubtful that IBM’s miss was attributed to the company’s execution, as other competing firms such as Oracle (NASDAQ:ORCL) have also posted weaker than expected results, signaling an industry-wide shortfall.

These institutional firms indicated owning shares of International Business Machines Corp. in Q1 2013. They reported owning a total of 152.754 million shares on 03/31/2013. The shares closed at $213.30 on 03/31/2013.

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Here are the ten largest positions in International Business Machines Corp. at the end of March 31st, 2013.

Vanguard Group Inc. held 52,371,093 shares on 03/31/2013 worth $11,170,754,297. This brought the portfolio total to 1.22%.

Blackrock Institutional Trust Company N.A. held 28,436,487 shares on 03/31/2013 worth $6,065,502,764. This brought the portfolio total to 1.24%.

Bank of New York Mellon Corp held 16,001,921 shares on 03/31/2013 worth $3,413,209,798. This brought the portfolio total to 1.09%.

Blackrock Fund Advisors held 10,489,724 shares on 03/31/2013 worth $2,237,458,161. This brought the portfolio total to 0.86%.

Blackrock Group Ltd held 7,238,953 shares on 03/31/2013 worth $1,544,068,697. This brought the portfolio total to 1.14%.

Blackrock Advisors LLC held 3,488,088 shares on 03/31/2013 worth $744,009,181. This brought the portfolio total to 0.75%.

Blackrock Investment Management LLC held 3,203,654 shares on 03/31/2013 worth $683,339,408. This brought the portfolio total to 1.19%.

Fisher Asset Management LLC held 3,149,765 shares on 03/31/2013 worth $671,845,000. This brought the portfolio total to 1.79%.

Blackrock Inc. held 2,381,504 shares on 03/31/2013 worth $507,974,810. This brought the portfolio total to 0.98%.

Nordea Investment Management AB held 2,038,969 shares on 03/31/2013 worth $434,912,094. This brought the portfolio total to 2.83%.

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