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Stem (STEM) Institutional Ownership

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$5.46 -0.24 (-4.21%)
As of 08/28/2026 03:58 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)
24
Total
Institutional Inflows
(last 12 months)
$9.49M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$2.60M
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STEM Institutional Buying and Selling by Quarter

Stem Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/18/2026 Royal Bank of Canada28,213$249K0.0%+8.8%0.315%
5/14/2026 Renaissance Technologies LLC58,575$518K0.0%+423.0%0.688%
3/20/2026 Hsbc Holdings PLC28,424$434K0.0%+48.1%0.334%
2/18/2026 XTX Topco Ltd14,579$219K0.0%-35.8%0.174%
2/18/2026 Millennium Management LLC32,967$496K0.0%-21.1%0.393%
2/18/2026 Balyasny Asset Management L.P.11,778$177K0.0%N/A0.140%
2/18/2026 Bridgeway Capital Management LLC69,600$1.05M0.0%+346.2%0.830%
2/17/2026 Trexquant Investment LP25,576$385K0.0%N/A0.305%
2/17/2026 Jump Financial LLC35,500$534K0.0%N/A0.423%
2/17/2026 Price T Rowe Associates Inc. MD10,514$159K0.0%-14.8%0.125%
2/17/2026 Mangrove Partners IM LLC18,061$272K0.0%N/A0.215%
2/16/2026 OMERS ADMINISTRATION Corp12,600$190K0.0%N/A0.150%
2/13/2026 Marshall Wace LLP167,247$2.52M0.0%-31.4%1.993%
2/13/2026 Wells Fargo & Company MN11,646$175K0.0%+89.2%0.139%
2/12/2026 Renaissance Technologies LLC11,200$169K0.0%N/A0.133%
2/11/2026 Deutsche Bank AG4,047$61K0.0%-37.3%0.048%
2/10/2026 Goldman Sachs Group Inc.35,738$538K0.0%+37.9%0.426%
2/10/2026 Zweig DiMenna Associates LLC8,302$125K0.0%N/A0.099%
2/9/2026 Geode Capital Management LLC88,246$1.33M0.0%+2.1%1.052%
2/6/2026 GSA Capital Partners LLP79,216$1.19M0.1%+569.1%0.944%
2/5/2026 DNB Asset Management AS32,461$489K0.0%N/A0.387%
2/3/2026 International Assets Investment Management LLC1,900$29K0.0%N/A0.023%
12/2/2025 IFP Advisors Inc1,479$26K0.0%+258.1%0.018%
11/17/2025 Nomura Holdings Inc.15,252$267K0.0%N/A0.182%
11/17/2025 Millennium Management LLC41,769$732K0.0%-47.5%0.498%
11/17/2025 Bank of America Corp DE217,871$3.82M0.0%+104.0%2.597%
11/14/2025 Keyframe Capital Partners L.P.25,191$441K1.1%N/A0.300%
11/14/2025 Virtu Financial LLC12,856$225K0.0%+11.0%0.153%
11/14/2025 Two Sigma Investments LP94,045$1.65M0.0%+461.9%1.121%
11/13/2025 UBS Group AG64,020$1.12M0.0%-19.8%0.763%
11/13/2025 BNP Paribas Financial Markets13,810$242K0.0%-43.5%0.165%
11/7/2025 GSA Capital Partners LLP11,839$207K0.0%N/A0.141%
11/7/2025 Skandinaviska Enskilda Banken AB publ3,115$55K0.0%N/A0.037%
11/7/2025Vanguard Group Inc.395,223$6.92M0.0%+2.2%4.712%
8/15/2025 BNP Paribas Financial Markets24,459$152K0.0%-96.0%0.294%
8/15/2025 Bridgeway Capital Management LLC15,600$97K0.0%N/A0.188%
8/15/2025 Bank of America Corp DE106,803$665K0.0%-9.6%1.284%
8/14/2025 Jane Street Group LLC43,836$273K0.0%-86.4%0.527%
8/13/2025 Marshall Wace LLP30,072$187K0.0%N/A0.361%
8/13/2025 Lido Advisors LLC22,394$140K0.0%-97.9%0.269%
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8/8/2025 Geode Capital Management LLC85,281$531K0.0%-97.7%1.025%
7/25/2025CWM LLC3,935$25K0.0%-95.6%0.047%
6/27/2025 Goldman Sachs Group Inc.392,181$137K0.0%-35.9%4.714%
5/16/2025Goldman Sachs Group Inc.392,181$137K0.0%-35.9%0.239%
5/16/2025Electron Capital Partners LLC163,390$57K0.0%+24.7%0.100%
5/16/2025AQR Capital Management LLC1,482,790$519K0.0%+505.8%0.903%
5/15/2025Nomura Holdings Inc.228,814$80K0.0%+24.1%0.139%
5/15/2025Baird Financial Group Inc.89,157$31K0.0%-79.2%0.054%
5/14/2025Hsbc Holdings PLC873,282$307K0.0%+5.6%0.532%
5/12/2025Invesco Ltd.221,763$78K0.0%-19.6%0.135%
5/9/2025Deutsche Bank AG424,189$148K0.0%-31.9%0.258%
5/9/2025Charles Schwab Investment Management Inc.444,053$156K0.0%+22.0%0.271%
5/8/2025XTX Topco Ltd230,443$81K0.0%-19.6%0.140%
5/7/2025Skandinaviska Enskilda Banken AB publ 123,164$43K0.0%-34.9%0.075%
5/1/2025CWM LLC89,913$31K0.0%+317.7%0.055%
4/30/2025Cerity Partners LLC82,666$29K0.0%N/A0.050%
4/30/2025Rock Point Advisors LLC549,290$192K0.1%-30.6%0.335%
2/17/2025Two Sigma Investments LP206,713$125K0.0%-68.8%0.127%
2/17/2025Deutsche Bank AG622,731$374K0.0%+102.9%0.383%
2/17/2025Collar Capital Management LLC369,824$223K0.2%N/A0.227%
2/17/2025Balyasny Asset Management L.P.121,381$73K0.0%+569.6%0.075%
2/17/2025Baird Financial Group Inc.429,231$259K0.0%-79.3%0.264%
2/17/2025Bank of America Corp DE183,840$111K0.0%+25.3%0.113%
2/17/2025BNP Paribas Financial Markets796,455$480K0.0%N/A0.489%
2/17/2025AlTi Global Inc.48,621$29K0.0%-77.7%0.030%
2/14/2025Northern Trust Corp1,295,149$781K0.0%+6.3%0.796%
2/13/2025Canada Pension Plan Investment Board335,900$203K0.0%N/A0.206%
2/13/2025XTX Topco Ltd286,690$173K0.0%+403.4%0.176%
2/13/2025Wells Fargo & Company MN678,685$409K0.0%+8.7%0.417%
2/12/2025Geode Capital Management LLC3,404,656$2.05M0.0%-5.5%2.092%
2/12/2025Alliancebernstein L.P.474,103$286K0.0%-33.8%0.291%
2/12/2025SCP Investment LP128,688$78K0.1%-65.3%0.079%
2/10/2025Skandinaviska Enskilda Banken AB publ189,097$114K0.0%-29.1%0.116%
2/7/2025Prescott Group Capital Management L.L.C.778,573$469K0.1%-34.7%0.478%
2/5/2025Levin Capital Strategies L.P.100,000$60K0.0%-75.9%0.061%
1/30/2025Aries Wealth Management50,000$30K0.0%+100.0%0.031%
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%
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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%


STEM Institutional Ownership - Frequently Asked Questions

During the previous two years, 56 institutional investors and hedge funds held shares of Stem. The most heavily invested institutionals were Vanguard Group Inc. ($6.92M), Bank of America Corp DE ($3.82M), Marshall Wace LLP ($2.52M), State Street Corp ($1.70M), Two Sigma Investments LP ($1.65M), Geode Capital Management LLC ($1.33M), and GSA Capital Partners LLP ($1.19M).Learn more on Stem's institutional investors.

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

Of the 42 institutional investors that purchased Stem's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: AQR Capital Management LLC ($1.24M), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($1.05M), BNP Paribas Financial Markets ($796.46K), Collar Capital Management LLC ($369.82K), Sanctuary Advisors LLC ($364.78K), Canada Pension Plan Investment Board ($335.90K), and Barclays PLC ($320.33K).

Institutional investors have bought a total of 609,366 shares in the last 24 months. This purchase volume represents approximately $9.49M in transactions.

The following institutional investors have sold Stem stock in the last 24 months: Marshall Wace LLP ($76.51K), Millennium Management LLC ($46.65K), UBS Group AG ($15.82K), BNP Paribas Financial Markets ($10.65K), XTX Topco Ltd ($8.14K), Deutsche Bank AG ($2.41K), and Price T Rowe Associates Inc. MD ($1.83K).

Institutional investors have sold a total of 162,002 shares in the last 24 months. This volume of shares sold represents approximately $2.60M in transactions.


Related Companies

Institutional ownership data for NYSE:STEM is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 5/18/2026. New 13F filings are added each quarter as they're published.
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