Stem (STEM) Institutional Ownership

$1.27
-0.10 (-7.30%)
(As of 05/17/2024 08:54 PM ET)

Institutional Ownership Changes (13F Filings) for Stem (NYSE:STEM)

Current
Institutional Ownership
Percentage
61.63%
Number of
Institutional Buyers
(last 12 months)
71
Total
Institutional Inflows
(last 12 months)
$102.68M
Number of
Institutional Sellers
(last 12 months)
43
Total
Institutional Outflows
(last 12 months)
$47.74M
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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
5/17/2024 Tidal Investments LLC121,741$267K0.0%+904.0%0.075%
5/16/2024 California State Teachers Retirement System147,447$323K0.0%-5.1%0.091%
5/16/2024 Levin Capital Strategies L.P.390,000$854K0.1%+204.6%0.241%
5/15/2024 Price T Rowe Associates Inc. MD158,102$347K0.0%+45.9%0.098%
5/14/2024 Healthcare of Ontario Pension Plan Trust Fund167,298$366K0.0%+15.7%0.103%
5/11/2024 Nicola Wealth Management LTD.400,000$876K0.1%-25.2%0.254%
5/10/2024 Vanguard Group Inc.8,167,944$17.89M0.0%-26.6%5.177%
5/9/2024 State Board of Administration of Florida Retirement System24,120$53K0.0%-40.7%0.015%
5/8/2024 BNP 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%
5/3/2024 Clarity Capital Partners LLC35,269$77K0.1%-65.1%0.022%
5/3/2024 GSA Capital Partners LLP234,069$513K0.0%N/A0.148%
5/1/2024 Mirae Asset Global Investments Co. Ltd.222,575$487K0.0%+90.3%0.141%
4/30/2024 Perigon Wealth Management LLC89,070$195K0.0%-29.8%0.056%
3/25/2024 Quadrature Capital Ltd26,545$103K0.0%-48.8%0.017%
3/14/2024 SCP Investment LP172,600$734K0.7%+4.7%0.109%
3/5/2024 Wellington Management Group LLP1,594,708$6.19M0.0%-58.5%1.023%
2/26/2024Virtu Financial LLC58,720$228K0.0%N/A0.038%
2/20/2024 Clarity Capital Partners LLC101,025$392K0.3%N/A0.065%
2/20/2024 Wellington Wealth Strategies LLC.16,890$66K0.1%N/A0.011%
2/15/2024 HITE Hedge Asset Management LLC341,821$1.33M0.1%-53.1%0.219%
2/14/2024 Symmetry Investments LP329,065$1.28M0.1%+146.2%0.211%
2/14/2024 Neuberger Berman Group LLC10,603$41K0.0%N/A0.007%
2/14/2024 Schroder Investment Management Group11,431,320$44.35M0.1%+3.3%7.332%
2/13/2024 KBC Group NV43,719$170K0.0%N/A0.028%
2/12/2024 IPG Investment Advisors LLC150,000$582K0.1%N/A0.096%
2/9/2024 Advisory Services Network LLC57,812$224K0.0%-7.2%0.037%
2/9/2024 Neuberger Berman Group LLC10,603$41K0.0%N/A0.007%
2/9/2024 BNP Paribas Asset Management Holding S.A.6,637,625$25.75M0.1%+4.7%4.258%
2/8/2024 Mizuho Markets Americas LLC349,390$1.36M0.0%-16.3%0.224%
2/8/2024 Nicola Wealth Management LTD.535,000$2.08M0.2%+9.2%0.343%
2/8/2024 Rock Point Advisors LLC1,407,525$5.46M1.7%+104.7%0.903%
2/7/2024 SCP Investment LP172,600$734K0.7%+4.7%0.111%
2/6/2024 Levin Capital Strategies L.P.128,020$497K0.1%-86.6%0.082%
2/6/2024 Swiss National Bank291,700$1.13M0.0%-10.2%0.187%
2/5/2024 Victory Capital Management Inc.19,536$76K0.0%+25.4%0.013%
2/5/2024 Kestra Private Wealth Services LLC25,000$97K0.0%+31.9%0.016%
2/5/2024 Van ECK Associates Corp1,413,576$5.49M0.0%-7.4%0.907%
2/5/2024 Steele Capital Management Inc.125,000$485K0.0%N/A0.080%
2/1/2024 Ursa Fund Management LLC50,000$194K0.3%N/A0.032%
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2/1/2024 New York State Common Retirement Fund59,491$231K0.0%+6.9%0.038%
2/1/2024 Sigma Planning Corp13,775$53K0.0%-31.4%0.009%
1/31/2024 abrdn plc10,186$40K0.0%N/A0.007%
1/31/2024 J.W. Cole Advisors Inc.17,321$67K0.0%-30.6%0.011%
1/30/2024 Zurcher Kantonalbank Zurich Cantonalbank43,693$170K0.0%+24.2%0.028%
1/30/2024 Vontobel Holding Ltd.498,400$1.93M0.0%-39.0%0.320%
1/24/2024 Mirae 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%
1/18/2024 CUSHING 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%
1/11/2024 Aries Wealth Management25,000$97K0.0%+66.7%0.016%
1/4/2024 DNB Asset Management AS126,568$491K0.0%+63.7%0.081%
12/6/2023 Citigroup Inc.864,631$3.67M0.0%-8.5%0.555%
12/1/2023 Wellington 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%
11/16/2023 Horizon Family Wealth Inc.14,724$57K0.0%N/A0.009%
11/15/2023 Schroder Investment Management Group11,071,088$46.94M0.1%+4.1%7.102%
11/15/2023 Lido Advisors LLC1,075,772$4.56M0.0%N/A0.690%
11/15/2023 Alkeon Capital Management LLC3,888,612$16.49M0.0%+34.6%2.494%
11/15/2023 Alps Advisors Inc.595,537$2.53M0.0%-5.9%0.382%
11/15/2023 Ardsley Advisory Partners LP1,060,000$4.49M1.0%-24.4%0.680%
11/14/2023 Quadrature Capital Ltd51,895$220K0.0%+289.5%0.033%
11/14/2023 Electron Capital Partners LLC4,978,739$21.11M0.9%+62.2%3.194%
11/13/2023 Healthcare of Ontario Pension Plan Trust Fund132,482$562K0.0%-39.0%0.085%
11/13/2023 BNP PARIBAS ASSET MANAGEMENT Holding S.A.6,341,334$26.89M0.1%+106.5%4.068%
11/13/2023 Invesco Ltd.2,176,112$9.23M0.0%-10.3%1.396%
11/9/2023 Mizuho Markets Americas LLC417,390$1.77M0.1%-5.1%0.268%
11/9/2023 Deutsche Bank AG605,722$2.57M0.0%+3.8%0.389%
11/9/2023 Rock Point Advisors LLC687,445$2.92M1.0%+39.4%0.441%
11/9/2023 Citigroup Inc.864,631$3.67M0.0%-8.5%0.555%
11/9/2023 Skandinaviska Enskilda Banken AB publ499,922$2.12M0.0%-6.9%0.321%
11/9/2023 UBS Group AG708,435$3.00M0.0%-7.6%0.455%
11/8/2023 Van ECK Associates Corp1,526,956$6.47M0.0%-4.5%0.980%
11/8/2023 Horizon Family Wealth Inc.14,724$57K0.0%N/A0.009%
11/8/2023 Charles Schwab Investment Management Inc.1,127,800$4.78M0.0%+3.6%0.724%
11/8/2023 Sequoia Financial Advisors LLC13,000$55K0.0%N/A0.008%
11/8/2023 Janney Montgomery Scott LLC21,025$89K0.0%+54.5%0.013%
11/8/2023 Swiss National Bank324,800$1.38M0.0%+1.6%0.208%
11/8/2023 Hussman Strategic Advisors Inc.63,000$267K0.1%N/A0.040%
11/7/2023 Barclays PLC464,568$1.97M0.0%-21.9%0.298%
11/6/2023 Flputnam Investment Management Co.47,166$200K0.0%-12.1%0.030%
11/2/2023 Principal Financial Group Inc.21,067$89K0.0%+39.3%0.014%
11/2/2023 Olympiad Research LP72,037$305K0.3%N/A0.046%
11/1/2023 SCP Investment LP164,800$699K0.5%+303.9%0.106%
10/31/2023 Levin Capital Strategies L.P.956,812$4.06M0.5%-5.1%0.614%
10/26/2023 CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT402,535$1.71M0.2%-32.1%0.258%
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10/26/2023 Mirae Asset Global Investments Co. Ltd.193,394$820K0.0%-7.3%0.124%
10/25/2023 Zurcher Kantonalbank Zurich Cantonalbank35,187$149K0.0%+16.3%0.023%
10/24/2023 Bank of New York Mellon Corp646,918$2.74M0.0%+7.3%0.415%
10/24/2023 J.W. Cole Advisors Inc.24,971$106K0.0%-12.6%0.016%
10/24/2023 Cambridge Investment Research Advisors Inc.40,667$172K0.0%-17.8%0.026%
10/23/2023Commonwealth Equity Services LLC61,545$261K0.0%-7.9%0.040%
10/18/2023 IQ EQ FUND MANAGEMENT IRELAND Ltd17,628$75K0.0%N/A0.011%
10/13/2023 Brave Asset Management Inc.11,900$50K0.0%N/A0.008%
10/13/2023 Gilman Hill Asset Management LLC12,500$53K0.0%-60.9%0.008%
10/13/2023 Insight Wealth Strategies LLC171,604$728K0.1%+9.2%0.110%
(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, 175 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), Nuveen Asset Management LLC ($18.83M), Vanguard Group Inc. ($17.89M), and Alkeon Capital Management LLC ($16.49M).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 147 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), Encompass Capital Advisors LLC ($2.50M), Electron Capital Partners LLC ($1.91M), Rock Point Advisors LLC ($1.28M), 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 41,433,765 shares in the last 24 months. This purchase volume represents approximately $288.02M in transactions.

Which Stem major shareholders have been selling company stock?

Of the 81 institutional investors that sold Stem stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Electron Capital Partners LLC ($3.33M), BNP PARIBAS ASSET MANAGEMENT Holding S.A. ($3.05M), Vanguard Group Inc. ($2.96M), Wellington Management Group LLP ($2.24M), Barclays PLC ($1.31M), Levin Capital Strategies L.P. ($1.15M), and HITE Hedge Asset Management LLC ($957.03K).

How much institutional selling is happening at Stem?

Institutional investors have sold a total of 22,973,234 shares in the last 24 months. This volume of shares sold represents approximately $137.22M in transactions.


This page (NYSE:STEM) was last updated on 5/20/2024 by MarketBeat.com Staff

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