Buffett’s Berkshire Hathaway Among IBM’s Top Shareholders Seeing Double-Digit 2012 Returns

Shares of Dow component International Business Machines Corp. (NYSE:IBM) have exploded upward this year over 21.5%, and currently trade at $205.47 per share. If you look at an 10-year stock chart of IBM, the tech giant’s stock price has been propelling higher ever since the financial crisis market bottom in late ’08- early ’09. IBM possesses a market cap of $238 billion, less than half of Apple Inc’s $590 billion. Will IBM’s major investors continue to support IBM’s stock at these levels, or trim back exposure at continued 52-week high achievements in 2012?

1453 institutional firms indicated owning shares of International Business Machines Corp. (NYSE:IBM) in both Q3 2011 and Q4 2011. These firms reported owning a total of 689.686 million shares on 09/30/2011 and 678.064 million shares on 12/31/2011. The shares closed at $173.49 on 09/30/2011 and $183.17 on 12/31/2011, for an aggregate market value of $119.654 billion and $124.201 billion, respectively.

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Here are the ten largest positions in IBM at the end of December 31st, 2011.

BERKSHIRE HATHAWAY INC held 57,348,984 shares on 09/30/2011 which were worth $9,949,475,234. On 12/31/2011 the firm held 63,905,931 shares worth $11,705,649,381. This represented an increase of 6,556,947 shares or $1,756,174,147.

STATE STREET CORP held 64,854,033 shares on 09/30/2011 which were worth $11,251,526,185. On 12/31/2011 the firm held 63,578,632 shares worth $11,645,698,023. This represented a reduction of 1,275,401 shares or $394,171,838.

VANGUARD GROUP INC held 49,779,085 shares on 09/30/2011 which were worth $8,636,173,457. On 12/31/2011 the firm held 50,267,057 shares worth $9,207,416,831. This represented an increase of 487,972 shares or $571,243,374.

BLACKROCK INSTITUTIONAL TRUST COMPANY N.A. held 29,213,149 shares on 09/30/2011 which were worth $5,068,189,220. On 12/31/2011 the firm held 31,158,243 shares worth $5,707,255,370. This represented an increase of 1,945,094 shares or $639,066,150.

BANK OF AMERICA CORP /DE/ held 10,458,079 shares on 09/30/2011 which were worth $1,814,372,126. On 12/31/2011 the firm held 17,907,537 shares worth $3,280,123,552. This represented an increase of 7,449,458 shares or $1,465,751,427.

STATE FARM MUTUAL AUTOMOBILE INSURANCE CO held 16,651,892 shares on 09/30/2011 which were worth $2,888,936,743. On 12/31/2011 the firm held 16,651,892 shares worth $3,050,127,058. This represented a reduction of 0 shares or $161,190,315.

NORTHERN TRUST CORP held 16,527,964 shares on 09/30/2011 which were worth $2,867,436,474. On 12/31/2011 the firm held 16,319,229 shares worth $2,989,193,176. This represented a reduction of 208,735 shares or $121,756,702.

BANK OF NEW YORK MELLON CORP held 16,033,373 shares on 09/30/2011 which were worth $2,781,629,882. On 12/31/2011 the firm held 15,629,198 shares worth $2,862,800,198. This represented a reduction of 404,175 shares or $81,170,316.

WELLINGTON MANAGEMENT CO LLP held 14,597,555 shares on 09/30/2011 which were worth $2,532,529,817. On 12/31/2011 the firm held 12,260,934 shares worth $2,245,835,281. This represented a reduction of 2,336,621 shares or $286,694,536.

FMR LLC held 9,022,987 shares on 09/30/2011 which were worth $1,565,398,015. On 12/31/2011 the firm held 11,756,169 shares worth $2,153,377,476. This represented an increase of 2,733,182 shares or $587,979,461.

About the company: International Business Machines Corporation provides computer solutions through the use of advanced information technology. The Company’s solutions include technologies, systems, products, services, software, and financing. IBM offers its products through its global sales and distribution organization, as well as through a variety of third party distributors and resellers.

To contact the reporter on this story: Alex Capel at staff.writers@wallstcheatsheet.com

To contact the editor responsible for this story: Damien Hoffman at editors@wallstcheatsheet.com