Unveiling the Major Stakeholders of IBM: An In-depth Analysis

Dhairyasheel Patil
2 min readAug 1, 2023

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International Business Machines Corporation, commonly known as IBM, is a multinational technology company that has been a cornerstone of the industry for over a century. As a publicly traded company, IBM has a diverse range of shareholders, from individual investors to large institutional holders. In this blog post, we delve into the major institutional stakeholders of IBM, shedding light on the entities that hold significant sway over the company’s future.

The Titans of Investment: Top Institutional Holders

Institutional investors play a pivotal role in the financial markets. They are organizations that invest on behalf of their members and have the power to influence the companies in which they invest. Here are the top institutional holders of IBM:

1. Vanguard Group Inc: The Vanguard Group tops the list with a whopping 81,234,586 shares, accounting for 8.92% of IBM’s total shares.
2. Blackrock Inc.: Holding 71,561,173 shares, Blackrock Inc. commands a 7.86% stake in IBM.
3. State Street Corporation: With 53,538,573 shares, State Street Corporation holds a 5.88% stake in IBM.

Other notable institutional holders include Geode Capital Management, LLC, Morgan Stanley, Northern Trust Corporation, Bank of America Corporation, Bank Of New York Mellon Corporation, JP Morgan Chase & Company, and Ameriprise Financial, Inc.

Mutual Funds and Their Influence

Mutual funds, a type of financial vehicle made up of a pool of money collected from many investors, also hold a significant portion of IBM’s shares. Here are the top mutual fund holders:

1. Vanguard Total Stock Market Index Fund:This fund holds the largest mutual fund stake in IBM, with 27,481,511 shares, representing 3.03% of IBM.
2. Vanguard 500 Index Fund:The Vanguard 500 Index Fund holds 20,900,851 shares, amounting to 2.30% of IBM.
3. Schwab Strategic Tr-Schwab U.S. Dividend Equity ETF: This ETF holds 12,993,024 shares, which is 1.43% of IBM.

Other significant mutual fund holders include the Fidelity 500 Index Fund, SPDR S&P 500 ETF Trust, iShares Core S&P 500 ETF, Vanguard Index-Value Index Fund, Vanguard Institutional Index Fund-Institutional Index Fund, SPDR Dow Jones Industrial Average ETF, and the Vanguard Information Technology Index Fund.

Conclusion

Understanding the major stakeholders of a company like IBM provides valuable insights into the company’s financial landscape. These institutional and mutual fund holders, with their significant stakes, have the potential to influence IBM’s strategic decisions. However, it’s important to note that these figures are subject to change as institutions and funds adjust their portfolios.

As an investor, keeping an eye on these major stakeholders can provide a broader understanding of the market sentiment towards IBM and can be a crucial part of an informed investment strategy.

*Please note that these figures are as of the last reported date and may have changed since then.*

*Source: [Yahoo Finance](https://finance.yahoo.com/quote/IBM/holders?p=IBM)*

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