Free Trial
→ The trade I’ve been waiting for since 2011 (From Traders Agency) (Ad)tc pixel Free STEM Stock Alerts

Stem (STEM) Institutional Ownership

Stem logo
$4.16 -0.04 (-0.90%)
Closing price 10/9/2026 03:59 PM Eastern
Extended Trading
$4.17 +0.01 (+0.19%)
As of 10/9/2026 07:40 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

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

Current
Institutional Ownership
Percentage
61.63%
Number of
Institutional Buyers
(last 12 months)
25
Total
Institutional Inflows
(last 12 months)
$9.59M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$2.60M
Get STEM Insider Trade Alerts

Want to know when executives and insiders are buying or selling Stem stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

STEM Institutional Buying and Selling by Quarter

Stem Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2026Engineers Gate Manager LP12,700$99K0.0%N/A0.132%
5/18/2026Royal Bank of Canada28,213$249K0.0%+8.8%0.315%
5/14/2026Renaissance Technologies LLC58,575$518K0.0%+423.0%0.688%
3/20/2026Hsbc Holdings PLC28,424$434K0.0%+48.1%0.334%
2/18/2026XTX Topco Ltd14,579$219K0.0%-35.8%0.174%
2/18/2026Millennium Management LLC32,967$496K0.0%-21.1%0.393%
2/18/2026Balyasny Asset Management L.P.11,778$177K0.0%N/A0.140%
2/18/2026Bridgeway Capital Management LLC69,600$1.05M0.0%+346.2%0.830%
2/17/2026Trexquant Investment LP25,576$385K0.0%N/A0.305%
2/17/2026Jump Financial LLC35,500$534K0.0%N/A0.423%
2/17/2026Price T Rowe Associates Inc. MD10,514$159K0.0%-14.8%0.125%
2/17/2026Mangrove Partners IM LLC18,061$272K0.0%N/A0.215%
2/16/2026OMERS ADMINISTRATION Corp12,600$190K0.0%N/A0.150%
2/13/2026Marshall Wace LLP167,247$2.52M0.0%-31.4%1.993%
2/13/2026Wells Fargo & Company MN11,646$175K0.0%+89.2%0.139%
2/12/2026Renaissance Technologies LLC11,200$169K0.0%N/A0.133%
2/11/2026Deutsche Bank AG4,047$61K0.0%-37.3%0.048%
2/10/2026Goldman Sachs Group Inc.35,738$538K0.0%+37.9%0.426%
2/10/2026Zweig DiMenna Associates LLC8,302$125K0.0%N/A0.099%
2/9/2026Geode Capital Management LLC88,246$1.33M0.0%+2.1%1.052%
2/6/2026GSA Capital Partners LLP79,216$1.19M0.1%+569.1%0.944%
2/5/2026DNB Asset Management AS32,461$489K0.0%N/A0.387%
2/3/2026International Assets Investment Management LLC1,900$29K0.0%N/A0.023%
12/2/2025IFP Advisors Inc1,479$26K0.0%+258.1%0.018%
11/17/2025Nomura Holdings Inc.15,252$267K0.0%N/A0.182%
11/17/2025Millennium Management LLC41,769$732K0.0%-47.5%0.498%
11/17/2025Bank of America Corp DE217,871$3.82M0.0%+104.0%2.597%
11/14/2025Keyframe Capital Partners L.P.25,191$441K1.1%N/A0.300%
11/14/2025Virtu Financial LLC12,856$225K0.0%+11.0%0.153%
11/14/2025Two Sigma Investments LP94,045$1.65M0.0%+461.9%1.121%
11/13/2025UBS Group AG64,020$1.12M0.0%-19.8%0.763%
11/13/2025BNP Paribas Financial Markets13,810$242K0.0%-43.5%0.165%
11/7/2025GSA Capital Partners LLP11,839$207K0.0%N/A0.141%
11/7/2025Skandinaviska Enskilda Banken AB publ3,115$55K0.0%N/A0.037%
11/7/2025Vanguard Group Inc.395,223$6.92M0.0%+2.2%4.712%
8/15/2025BNP Paribas Financial Markets24,459$152K0.0%-96.0%0.294%
8/15/2025Bridgeway Capital Management LLC15,600$97K0.0%N/A0.188%
8/15/2025Bank of America Corp DE106,803$665K0.0%-9.6%1.284%
8/14/2025Jane Street Group LLC43,836$273K0.0%-86.4%0.527%
8/13/2025Marshall Wace LLP30,072$187K0.0%N/A0.361%
Trump’s issues shocking Executive Order on U.S. Dollar (Ad)

Three days into his second term, President Trump signed Executive Order 14178 a move the press barely covered. Buried inside is what some call the legal groundwork for the biggest change to American money in over a century, with a key Treasury vote potentially as soon as January 18. Ian King, Chief Strategist at Strategic Fortunes, breaks down what the order could mean for the dollar and the financial system.tc pixel

Read the full breakdown of Executive Order 14178 now
8/13/2025Lido Advisors LLC22,394$140K0.0%-97.9%0.269%
8/8/2025Geode Capital Management LLC85,281$531K0.0%-97.7%1.025%
7/25/2025CWM LLC3,935$25K0.0%-95.6%0.047%
6/27/2025Goldman 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%
No. 1 stock to cash in on the death of iPhone (Ad)

Analyst Josh Baylin, who warned Congress about smartphones years before the iPhone launched, says the world's richest man may be building an iPhone rival he calls Starphone. Baylin points to FCC rulings, two trademarks filed the same day, multibillion-dollar spectrum deals, chip partnerships, and a string of posts from Elon Musk as evidence pointing to one conclusion. See the full research and the stock Baylin is watching now.tc pixel

Get the free ticker and see Baylin's full research now
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%


STEM Institutional Ownership - Frequently Asked Questions

During the previous two years, 57 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), Canada Pension Plan Investment Board ($335.90K), Barclays PLC ($320.33K), and Deutsche Bank AG ($315.82K).

Institutional investors have bought a total of 622,066 shares in the last 24 months. This purchase volume represents approximately $9.59M 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 9/9/2026. New 13F filings are added each quarter as they're published.
From Our Partners
A Simple Guide to Options Trading While It's Still Free
A free copy of Options Trading Made Simple is available now but wont stay that way for long. Chris Rowe cal...
True Market Insiders | Sponsoredtc pixel
The end may be near for these iconic stocks
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are ...
Chaikin Analytics | Sponsoredtc pixel
This free guide explains options the way they should be taught
Most options educators jump straight into Greeks, spreads, and implied volatility - losing beginners before th...
Base Camp Trading | Sponsoredtc pixel
A simple options setup that cuts through the noise
Ian Cooper says most options traders overcomplicate the process, juggling countless indicators, strategies, an...
TradeWins | Sponsoredtc pixel
Here’s Why Trump Won’t End The Iran War
Trump has called an Iran deal close 38 times since the war began, yet the fighting keeps flaring back up. O...
Banyan Hill Publishing | Sponsoredtc pixel
The trade I’ve been waiting for since 2011
Ross Givens, Director of Research at Traders Agency, is calling for gold to reach $10,000 an ounce this superc...
Traders Agency | Sponsoredtc pixel
The only 5 stocks that matter
SpaceX's IPO reportedly minted 4,400 new millionaires, and OpenAI is said to be eyeing a 1 trillion dollar IPO...
TradeSmith | Sponsoredtc pixel
Trump goes "all-in" on Grand Canyon energy breakthrough
A drilling crew near the Grand Canyon uncovered a clean energy well producing nearly eight times the output of...
Behind the Markets | Sponsoredtc pixel