Recent Quarter Total Invested
$88.10 M
Recent Quarter Institutional Ownership Percentage
49.85%
Total Invested of Last Quarter
$210.79 M
Ownership Percentage of Last Quarter
61.66%
Stem, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SCHRODER INVESTMENT MANAGEMENT GROUP | 08/12/2024 | 13.41 M | $14.89 M | 8.04% | 8.48% |
| BLACKROCK INC. | 08/13/2024 | 10.90 M | $12.10 M | -3.55% | 6.89% |
| VANGUARD GROUP INC | 08/13/2024 | 8.52 M | $9.46 M | 4.33% | 5.39% |
| STATE STREET CORP | 08/14/2024 | 4.97 M | $5.51 M | 22.66% | 3.14% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 3.44 M | $3.82 M | 8.40% | 2.17% |
| INVESCO LTD. | 08/13/2024 | 2.72 M | $3.01 M | -13.94% | 1.72% |
| ARDSLEY ADVISORY PARTNERS LP | 08/14/2024 | 1.75 M | $1.94 M | -22.57% | 1.11% |
| ROCK POINT ADVISORS, LLC | 08/08/2024 | 1.62 M | $1.80 M | 7.28% | 1.02% |
| SIR CAPITAL MANAGEMENT, L.P. | 08/07/2024 | 1.58 M | $1.75 M | 326.99% | 1.00% |
| BAIRD FINANCIAL GROUP, INC. | 08/14/2024 | 1.43 M | $1.59 M | 113.86% | 0.91% |
| UBS ASSET MANAGEMENT AMERICAS INC | 08/14/2024 | 1.36 M | $1.51 M | 612.67% | 0.86% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/12/2024 | 1.23 M | $1.37 M | 4.70% | 0.78% |
| NORTHERN TRUST CORP | 08/14/2024 | 1.19 M | $1.32 M | -6.41% | 0.75% |
| LIDO ADVISORS, LLC | 08/15/2024 | 1.08 M | $1.19 M | 0.00% | 0.68% |
| GSA CAPITAL PARTNERS LLP | 08/15/2024 | 1.06 M | $1.18 M | 353.68% | 0.67% |
| HSBC HOLDINGS PLC | 08/12/2024 | 1.04 M | $1.13 M | 7.44% | 0.66% |
| NOMURA HOLDINGS INC | 08/14/2024 | 944,622 | $1.05 M | -28.74% | 0.60% |
| CITIGROUP INC | 08/12/2024 | 864,215 | $959,278 | 13.73% | 0.55% |
| IQ EQ FUND MANAGEMENT (IRELAND) LTD | 07/29/2024 | 856,092 | $950,262 | 181.05% | 0.54% |
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 835,671 | $927,596 | 2.85% | 0.53% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2024 | 777,648 | $863,189 | 5,770.37% | 0.49% |
| MORGAN STANLEY | 08/14/2024 | 709,183 | $787,193 | -49.20% | 0.45% |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 08/08/2024 | 690,000 | $766,000 | 100.00% | 0.44% |
| KBC GROUP NV | 07/17/2024 | 678,017 | $753,000 | 124.48% | 0.43% |
| LEVIN CAPITAL STRATEGIES, L.P. | 08/07/2024 | 660,000 | $732,600 | 69.23% | 0.42% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2024 | 638,427 | $708,654 | 80.50% | 0.40% |
| COHEN & STEERS, INC. | 08/13/2024 | 637,750 | $708,000 | 0.00% | 0.40% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/01/2024 | 631,500 | $700,965 | 0.03% | 0.40% |
| ALLIANCEBERNSTEIN L.P. | 08/14/2024 | 614,928 | $682,570 | 135.43% | 0.39% |
| FIRST TRUST ADVISORS LP | 08/13/2024 | 575,341 | $638,628 | -8.70% | 0.36% |
| BANK OF NEW YORK MELLON CORP | 07/25/2024 | 551,348 | $611,996 | -56.74% | 0.35% |
| ROYAL BANK OF CANADA | 08/14/2024 | 516,407 | $573,000 | 0.56% | 0.33% |
| SQUAREPOINT OPS LLC | 08/14/2024 | 491,251 | $545,289 | 4,330.47% | 0.31% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/15/2024 | 479,299 | $532,022 | -15.88% | 0.30% |
| BRIDGEWATER ASSOCIATES, LP | 08/14/2024 | 475,410 | $527,705 | -64.73% | 0.30% |
| NUVEEN ASSET MANAGEMENT, LLC | 08/09/2024 | 473,995 | $526,135 | -41.36% | 0.30% |
| UBS GROUP AG | 08/14/2024 | 432,321 | $479,877 | -46.97% | 0.27% |
| DEUTSCHE BANK AG\ | 08/14/2024 | 414,532 | $460,130 | -13.66% | 0.26% |
| D. E. SHAW & CO., INC. | 08/14/2024 | 409,529 | $454,577 | 258.20% | 0.26% |
| TOROSO INVESTMENTS, LLC | 08/14/2024 | 391,594 | $434,668 | 221.66% | 0.25% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/15/2024 | 389,200 | $432,012 | -0.87% | 0.25% |
| 09/05/2024 | 364,781 | $667,549 | 100.00% | 0.23% | |
| JANE STREET GROUP, LLC | 08/15/2024 | 360,738 | $400,419 | -23.94% | 0.23% |
| SKANDINAVISKA ENSKILDA BANKEN AB (PUBL) | 08/13/2024 | 352,493 | $391,267 | -13.44% | 0.22% |
| MIZUHO MARKETS AMERICAS LLC | 07/31/2024 | 349,390 | $387,823 | 0.00% | 0.22% |
| HIGHTOWER ADVISORS, LLC | 08/13/2024 | 341,139 | $376,000 | 733.29% | 0.22% |
| SCP INVESTMENT, LP | 08/12/2024 | 270,888 | $300,686 | 120.43% | 0.17% |
| GOLDMAN SACHS GROUP INC | 08/13/2024 | 266,424 | $295,730 | -85.01% | 0.17% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 265,038 | $294,191 | 131.69% | 0.17% |
| RHUMBLINE ADVISERS | 08/01/2024 | 262,408 | $291,258 | 8.81% | 0.17% |
Stem, Inc.institutional Ownership - Frequently Asked Questions
-
Who are the largest shareholders of STEM shares?
During the previous two years, 258 institutional investors and hedge funds held shares of Stem, Inc.. The most heavily invested institutionals were:
SCHRODER INVESTMENT MANAGEMENT GROUP: 13.41 M
BlackRock Inc.: 10.9 M
VANGUARD GROUP INC: 8.52 M
STATE STREET CORP: 4.97 M
GEODE CAPITAL MANAGEMENT, LLC: 3.44 M
Invesco Ltd.: 2.72 M
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What percentage of Stem, Inc. stock is owned by institutional investors?
49.85% of Stem, Inc. stock is owned by institutional investors.
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How much institutional buying is happening at STEM ?
Institutional investors have bought a total of 81.62 M shares in the last 24 months. This purchase volume represents approximately $26.93 M in transactions.