Stem (STEM) Institutional Ownership

$1.66
-0.07 (-4.05%)
(As of 04/25/2024 ET)

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

Current
Institutional Ownership
Percentage
61.63%
Number of
Institutional Buyers
(last 12 months)
77
Total
Institutional Inflows
(last 12 months)
$121.48M
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$43.81M
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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
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%
2/5/2024 Steele 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 Cantonalbank 43,693$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%
1/23/2024Householder Group Estate & Retirement Specialist LLC6,672$25K0.0%-34.1%0.004%
1/18/2024Clear 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%
1/16/2024Ulland Investment Advisors LLC54,875$213K0.2%-25.0%0.035%
1/12/2024SG Americas Securities LLC53,862$209K0.0%N/A0.035%
1/12/2024 Insight Wealth Strategies LLC328,364$1.27M0.2%+91.3%0.211%
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1/11/2024Aries Wealth Management25,000$97K0.0%+66.7%0.016%
1/4/2024 DNB Asset Management AS126,568$491K0.0%+63.7%0.081%
12/6/2023Citigroup 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%
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%
11/9/2023Mizuho Markets Americas LLC417,390$1.77M0.1%-5.1%0.268%
11/9/2023Deutsche Bank AG605,722$2.57M0.0%+3.8%0.389%
11/9/2023Rock Point Advisors LLC687,445$2.92M1.0%+39.4%0.441%
11/9/2023Citigroup Inc.864,631$3.67M0.0%-8.5%0.555%
11/9/2023Skandinaviska Enskilda Banken AB publ499,922$2.12M0.0%-6.9%0.321%
11/9/2023UBS Group AG708,435$3.00M0.0%-7.6%0.455%
11/8/2023Van ECK Associates Corp1,526,956$6.47M0.0%-4.5%0.980%
11/8/2023Horizon Family Wealth Inc.14,724$57K0.0%N/A0.009%
11/8/2023Charles Schwab Investment Management Inc.1,127,800$4.78M0.0%+3.6%0.724%
11/8/2023Sequoia Financial Advisors LLC13,000$55K0.0%N/A0.008%
11/8/2023Janney Montgomery Scott LLC21,025$89K0.0%+54.5%0.013%
11/8/2023Swiss National Bank324,800$1.38M0.0%+1.6%0.208%
11/8/2023Hussman Strategic Advisors Inc.63,000$267K0.1%N/A0.040%
11/7/2023Barclays PLC464,568$1.97M0.0%-21.9%0.298%
11/6/2023Flputnam Investment Management Co.47,166$200K0.0%-12.1%0.030%
11/2/2023Principal Financial Group Inc.21,067$89K0.0%+39.3%0.014%
11/2/2023Olympiad Research LP72,037$305K0.3%N/A0.046%
11/1/2023SCP Investment LP164,800$699K0.5%+303.9%0.106%
10/31/2023Levin 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%
10/26/2023Mirae Asset Global Investments Co. Ltd.193,394$820K0.0%-7.3%0.124%
10/25/2023Zurcher Kantonalbank Zurich Cantonalbank35,187$149K0.0%+16.3%0.023%
10/24/2023Bank of New York Mellon Corp646,918$2.74M0.0%+7.3%0.415%
10/24/2023J.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%
10/18/2023IQ EQ FUND MANAGEMENT IRELAND Ltd17,628$75K0.0%N/A0.011%
10/13/2023Brave 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%
10/13/2023 DnB Asset Management AS77,312$328K0.0%+35.4%0.050%
10/11/2023Vontobel Holding Ltd.817,300$3.47M0.0%-18.2%0.525%
10/10/2023Householder Group Estate & Retirement Specialist LLC10,124$43K0.0%N/A0.006%
10/5/2023Foundations Investment Advisors LLC70,944$301K0.0%+38.4%0.046%
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10/4/2023 International Assets Investment Management LLC29,900$121K0.0%+16.1%0.019%
9/21/2023Barclays PLC595,147$3.40M0.0%-43.1%0.382%
8/15/2023 CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT592,461$3.39M0.3%+492.5%0.380%
8/14/2023Decade Renewable Partners LP416,082$2.38M1.1%-54.2%0.267%
8/14/2023Lombard Odier Asset Management USA Corp525,000$3.00M0.1%+16.7%0.337%
8/14/2023Prelude Capital Management LLC34,559$198K0.0%N/A0.022%
8/11/2023Baird Financial Group Inc.551,883$3.16M0.0%+91.1%0.355%
8/11/2023Hsbc Holdings PLC710,722$4.16M0.0%N/A0.457%
8/11/2023Schroder Investment Management Group10,632,254$60.82M0.1%+33.4%6.836%
8/11/2023William Blair Investment Management LLC1,608,611$9.20M0.0%+1.1%1.034%
(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, 181 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), BNP Paribas Asset Management Holding S.A. ($25.75M), Encompass Capital Advisors LLC ($22.21M), Electron Capital Partners LLC ($21.11M), Nuveen Asset Management LLC ($18.83M), 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 154 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), William Blair Investment Management LLC ($1.96M), Electron Capital Partners LLC ($1.91M), Rock Point Advisors LLC ($1.28M), and Decade Renewable Partners LP ($1.11M).

How much institutional buying is happening at Stem?

Institutional investors have bought a total of 43,481,944 shares in the last 24 months. This purchase volume represents approximately $317.48M in transactions.

Which Stem major shareholders have been selling company stock?

Of the 77 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 ($3.49M), Wellington Management Group LLP ($2.24M), Barclays PLC ($1.31M), Levin Capital Strategies L.P. ($1.15M), HITE Hedge Asset Management LLC ($957.03K), Tortoise Capital Advisors L.L.C. ($886.59K), and General Electric Co. ($705K).

How much institutional selling is happening at Stem?

Institutional investors have sold a total of 17,769,623 shares in the last 24 months. This volume of shares sold represents approximately $135.49M in transactions.


This page (NYSE:STEM) was last updated on 4/26/2024 by MarketBeat.com Staff

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