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Stem (STEM) Institutional Ownership

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$0.71 +0.01 (+1.12%)
As of 01/17/2025 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for Stem (NYSE:STEM)

Current
Institutional Ownership
Percentage
61.63%
Number of
Institutional Buyers
(last 12 months)
43
Total
Institutional Inflows
(last 12 months)
$16.37M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$31.53M
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STEM Institutional Buying and Selling by Quarter

Stem Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/25/2024Sanctuary Advisors LLC228,067$79K0.0%-37.5%0.140%
11/20/2024Virtu Financial LLC71,433$25K0.0%N/A0.044%
11/19/2024Barclays PLC235,336$81K0.0%+213.1%0.145%
11/16/2024Geode Capital Management LLC3,604,073$1.26M0.0%+4.8%2.214%
11/15/2024Barclays PLC235,336$81K0.0%+213.1%0.145%
11/15/2024State Street Corp4,880,267$1.70M0.0%-1.8%2.999%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2,406,080$837K0.0%+77.1%1.478%
11/13/2024Rock Point Advisors LLC954,245$332K0.1%-41.0%0.586%
11/12/2024Charles Schwab Investment Management Inc.364,053$127K0.0%-70.4%0.224%
11/8/2024SCP Investment LP370,888$129K0.1%+36.9%0.228%
11/6/2024Oppenheimer & Co. Inc.106,156$37K0.0%-22.2%0.065%
11/5/2024GSA Capital Partners LLP270,292$94K0.0%-74.5%0.166%
10/11/2024Creative Planning123,521$43K0.0%+177.1%0.076%
9/5/2024Sanctuary Advisors LLC364,781$405K0.0%N/A0.224%
8/15/2024AQR Capital Management LLC777,648$863K0.0%+5,770.4%0.481%
8/14/2024Squarepoint Ops LLC491,251$545K0.0%+4,330.5%0.304%
8/13/2024Skandinaviska Enskilda Banken AB publ352,493$391K0.0%-13.4%0.218%
8/12/2024Hsbc Holdings PLC1,039,420$1.13M0.0%+7.4%0.643%
8/12/2024Vanguard Personalized Indexing Management LLC26,660$30K0.0%N/A0.016%
8/9/2024Rock Point Advisors LLC1,618,589$1.80M0.5%+7.3%1.001%
8/7/2024SIR Capital Management L.P.1,578,575$1.75M0.2%+327.0%0.977%
8/7/2024Levin Capital Strategies L.P.660,000$733K0.1%+69.2%0.408%
8/1/2024Rhumbline Advisers262,408$291K0.0%+8.8%0.162%
7/29/2024IQ EQ FUND MANAGEMENT IRELAND Ltd856,092$950K0.1%+181.1%0.530%
7/26/2024Bank of New York Mellon Corp551,348$612K0.0%-56.7%0.341%
7/20/2024 Nisa Investment Advisors LLC28,507$32K0.0%+2,416.1%0.018%
7/12/2024 SG Americas Securities LLC33,666$37K0.0%+73.9%0.021%
7/5/2024DNB Asset Management AS209,273$232K0.0%+59.9%0.129%
5/24/2024Cetera Advisors LLC81,778$179K0.0%N/A0.051%
5/21/2024Swedbank AB158,100$346K0.0%N/A0.098%
5/17/2024Tidal Investments LLC121,741$267K0.0%+904.0%0.075%
5/16/2024California State Teachers Retirement System147,447$323K0.0%-5.1%0.091%
5/16/2024Levin Capital Strategies L.P.390,000$854K0.1%+204.6%0.241%
5/15/2024Price T Rowe Associates Inc. MD158,102$347K0.0%+45.9%0.098%
5/14/2024Healthcare of Ontario Pension Plan Trust Fund167,298$366K0.0%+15.7%0.103%
5/11/2024Nicola Wealth Management LTD.400,000$876K0.1%-25.2%0.254%
5/10/2024Vanguard Group Inc.8,167,944$17.89M0.0%-26.6%5.177%
5/9/2024State Board of Administration of Florida Retirement System24,120$53K0.0%-40.7%0.015%
5/8/2024BNP PARIBAS ASSET MANAGEMENT Holding S.A.3,592,552$7.87M0.0%-45.9%2.277%
5/7/2024 SG Americas Securities LLC19,359$42K0.0%-64.1%0.012%
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5/3/2024Clarity Capital Partners LLC35,269$77K0.1%-65.1%0.022%
5/3/2024GSA Capital Partners LLP234,069$513K0.0%N/A0.148%
5/1/2024Mirae Asset Global Investments Co. Ltd.222,575$487K0.0%+90.3%0.141%
4/30/2024Perigon Wealth Management LLC89,070$195K0.0%-29.8%0.056%
3/25/2024Quadrature Capital Ltd26,545$103K0.0%-48.8%0.017%
3/14/2024SCP Investment LP172,600$734K0.7%+4.7%0.109%
3/5/2024Wellington Management Group LLP1,594,708$6.19M0.0%-58.5%1.023%
2/26/2024Virtu Financial LLC58,720$228K0.0%N/A0.038%
2/20/2024Clarity Capital Partners LLC101,025$392K0.3%N/A0.065%
2/20/2024Wellington Wealth Strategies LLC.16,890$66K0.1%N/A0.011%
2/15/2024HITE Hedge Asset Management LLC341,821$1.33M0.1%-53.1%0.219%
2/14/2024Symmetry Investments LP329,065$1.28M0.1%+146.2%0.211%
2/14/2024Neuberger Berman Group LLC10,603$41K0.0%N/A0.007%
2/14/2024Schroder Investment Management Group11,431,320$44.35M0.1%+3.3%7.332%
2/13/2024KBC Group NV43,719$170K0.0%N/A0.028%
2/12/2024IPG Investment Advisors LLC150,000$582K0.1%N/A0.096%
2/9/2024Advisory Services Network LLC57,812$224K0.0%-7.2%0.037%
2/9/2024Neuberger Berman Group LLC10,603$41K0.0%N/A0.007%
2/9/2024BNP Paribas Asset Management Holding S.A.6,637,625$25.75M0.1%+4.7%4.258%
2/8/2024Mizuho Markets Americas LLC349,390$1.36M0.0%-16.3%0.224%
2/8/2024Nicola Wealth Management LTD.535,000$2.08M0.2%+9.2%0.343%
2/8/2024Rock Point Advisors LLC1,407,525$5.46M1.7%+104.7%0.903%
2/7/2024SCP Investment LP172,600$734K0.7%+4.7%0.111%
2/6/2024Levin Capital Strategies L.P.128,020$497K0.1%-86.6%0.082%
2/6/2024Swiss National Bank291,700$1.13M0.0%-10.2%0.187%
2/5/2024Victory Capital Management Inc.19,536$76K0.0%+25.4%0.013%
2/5/2024Kestra Private Wealth Services LLC25,000$97K0.0%+31.9%0.016%
2/5/2024Van ECK Associates Corp1,413,576$5.49M0.0%-7.4%0.907%
2/5/2024Steele Capital Management Inc.125,000$485K0.0%N/A0.080%
2/1/2024Ursa Fund Management LLC50,000$194K0.3%N/A0.032%
2/1/2024New York State Common Retirement Fund59,491$231K0.0%+6.9%0.038%
2/1/2024Sigma Planning Corp13,775$53K0.0%-31.4%0.009%
1/31/2024abrdn plc10,186$40K0.0%N/A0.007%
1/31/2024J.W. Cole Advisors Inc.17,321$67K0.0%-30.6%0.011%
1/30/2024Zurcher Kantonalbank Zurich Cantonalbank43,693$170K0.0%+24.2%0.028%
1/30/2024Vontobel Holding Ltd.498,400$1.93M0.0%-39.0%0.320%
1/24/2024Mirae Asset Global Investments Co. Ltd.116,932$454K0.0%-39.5%0.075%
1/24/2024 International Assets Investment Management LLC138,516$537K0.0%+363.3%0.089%
1/23/2024 Householder Group Estate & Retirement Specialist LLC6,672$25K0.0%-34.1%0.004%
1/18/2024 Clear Harbor Asset Management LLC13,707$53K0.0%-29.3%0.009%
1/18/2024CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT196,900$764K0.1%-51.1%0.126%
1/16/2024 Ulland Investment Advisors LLC54,875$213K0.2%-25.0%0.035%
1/12/2024 SG Americas Securities LLC53,862$209K0.0%N/A0.035%
1/12/2024 Insight Wealth Strategies LLC328,364$1.27M0.2%+91.3%0.211%
1/11/2024Aries Wealth Management25,000$97K0.0%+66.7%0.016%
1/4/2024DNB Asset Management AS126,568$491K0.0%+63.7%0.081%
12/6/2023Citigroup Inc.864,631$3.67M0.0%-8.5%0.555%
12/1/2023Wellington Management Group LLP3,839,664$16.28M0.0%+10.4%2.463%
11/28/2023Autonomy Capital Jersey L.P.959,037$4.07M9.7%-17.3%0.615%
11/16/2023Horizon Family Wealth Inc.14,724$57K0.0%N/A0.009%
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11/15/2023Schroder Investment Management Group11,071,088$46.94M0.1%+4.1%7.102%
11/15/2023Lido Advisors LLC1,075,772$4.56M0.0%N/A0.690%
11/15/2023Alkeon Capital Management LLC3,888,612$16.49M0.0%+34.6%2.494%
11/15/2023Alps Advisors Inc.595,537$2.53M0.0%-5.9%0.382%
11/15/2023Ardsley Advisory Partners LP1,060,000$4.49M1.0%-24.4%0.680%
11/14/2023Quadrature Capital Ltd51,895$220K0.0%+289.5%0.033%
11/14/2023Electron Capital Partners LLC4,978,739$21.11M0.9%+62.2%3.194%
11/13/2023Healthcare of Ontario Pension Plan Trust Fund132,482$562K0.0%-39.0%0.085%
11/13/2023BNP PARIBAS ASSET MANAGEMENT Holding S.A.6,341,334$26.89M0.1%+106.5%4.068%
11/13/2023Invesco Ltd.2,176,112$9.23M0.0%-10.3%1.396%
(Data available from 1/1/2016 forward)

STEM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of STEM shares?

During the previous two years, 149 institutional investors and hedge funds held shares of Stem. The most heavily invested institutionals were CIBC Private Wealth Group LLC ($119.48M), Schroder Investment Management Group ($44.35M), Encompass Capital Advisors LLC ($22.21M), Electron Capital Partners LLC ($21.11M), Vanguard Group Inc. ($17.89M), Alkeon Capital Management LLC ($16.49M), and Invesco Ltd. ($9.23M).Learn more on STEM's institutional investors.

What percentage of Stem stock is owned by institutional investors?

61.63% of Stem stock is owned by institutional investors. Learn more on STEM's institutional investor holdings.

Which institutional investors have been buying Stem stock?

Of the 119 institutional investors that purchased Stem stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: BNP PARIBAS ASSET MANAGEMENT Holding S.A. ($6.64M), Schroder Investment Management Group ($6.50M), Electron Capital Partners LLC ($1.91M), Rock Point Advisors LLC ($1.39M), SIR Capital Management L.P. ($1.21M), Decade Renewable Partners LP ($1.11M), and Lido Advisors LLC ($1.08M).

How much institutional buying is happening at Stem?

Institutional investors have bought a total of 39,348,940 shares in the last 24 months. This purchase volume represents approximately $198.12M in transactions.

Which Stem major shareholders have been selling company stock?

Of the 69 institutional investors that sold Stem stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: BNP PARIBAS ASSET MANAGEMENT Holding S.A. ($3.05M), Vanguard Group Inc. ($2.96M), Wellington Management Group LLP ($2.24M), Barclays PLC ($1.31M), HITE Hedge Asset Management LLC ($957.03K), Levin Capital Strategies L.P. ($936.09K), and Tortoise Capital Advisors L.L.C. ($886.59K).

How much institutional selling is happening at Stem?

Institutional investors have sold a total of 20,912,331 shares in the last 24 months. This volume of shares sold represents approximately $73.59M in transactions.



This page (NYSE:STEM) was last updated on 1/21/2025 by MarketBeat.com Staff
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