Stem, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 11.29 M | $3.93 M | 100.00% | 6.94% |
| VANGUARD GROUP INC | 11/13/2024 | 8.66 M | $3.01 M | 1.58% | 5.32% |
| STATE STREET CORP | 11/14/2024 | 4.88 M | $1.70 M | -1.76% | 3.00% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 3.60 M | $1.26 M | 4.83% | 2.22% |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 11/12/2024 | 2.61 M | $909,000 | 100.00% | 1.61% |
| BAIRD FINANCIAL GROUP, INC. | 11/14/2024 | 2.07 M | $720,301 | 44.26% | 1.27% |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 11/07/2024 | 1.19 M | $415,234 | 72.83% | 0.73% |
| LIDO ADVISORS, LLC | 11/14/2024 | 1.08 M | $374,584 | 0.00% | 0.66% |
| ROCK POINT ADVISORS, LLC | 11/13/2024 | 954,245 | $332,268 | -41.04% | 0.59% |
| MORGAN STANLEY | 11/14/2024 | 937,352 | $326,385 | 32.17% | 0.58% |
| IQ EQ FUND MANAGEMENT (IRELAND) LTD | 10/16/2024 | 856,092 | $298,091 | 0.00% | 0.53% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2024 | 716,170 | $249,370 | 16.46% | 0.44% |
| KBC GROUP NV | 11/06/2024 | 675,020 | $236,000 | -0.44% | 0.42% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2024 | 663,063 | $230,879 | 3.86% | 0.41% |
| COHEN & STEERS, INC. | 11/14/2024 | 637,750 | $222,000 | 0.00% | 0.39% |
| WOLVERINE ASSET MANAGEMENT LLC | 11/04/2024 | 631,500 | $219,888 | 0.00% | 0.39% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 624,491 | $217,449 | -25.27% | 0.38% |
| JANE STREET GROUP, LLC | 11/15/2024 | 606,829 | $211,298 | 68.22% | 0.37% |
| ROYAL BANK OF CANADA | 11/14/2024 | 517,686 | $180,000 | 0.25% | 0.32% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 501,689 | $174,688 | 88.30% | 0.31% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 438,435 | $152,664 | -20.48% | 0.27% |
| LEVIN CAPITAL STRATEGIES, L.P. | 11/13/2024 | 415,000 | $144,503 | -37.12% | 0.26% |
| UBS GROUP AG | 11/14/2024 | 402,998 | $140,244 | -6.78% | 0.25% |
| SCP INVESTMENT, LP | 11/08/2024 | 370,888 | $129,143 | 36.92% | 0.23% |
| TWO SIGMA ADVISERS, LP | 11/14/2024 | 366,600 | $127,650 | 2,537.41% | 0.23% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 364,053 | $126,763 | -70.43% | 0.22% |
| HIGHTOWER ADVISORS, LLC | 11/14/2024 | 340,361 | $117,000 | -0.23% | 0.21% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2024 | 298,041 | $104,000 | 79.38% | 0.18% |
| INVESCO LTD. | 11/12/2024 | 271,224 | $94,440 | -90.01% | 0.17% |
| GSA CAPITAL PARTNERS LLP | 11/05/2024 | 270,292 | $94,000 | -74.55% | 0.17% |
| SKANDINAVISKA ENSKILDA BANKEN AB (PUBL) | 11/07/2024 | 266,542 | $92,810 | -24.38% | 0.16% |
| BARCLAYS PLC | 11/19/2024 | 235,336 | $81,000 | 213.07% | 0.14% |
| GROUP ONE TRADING, L.P. | 11/14/2024 | 235,083 | $81,856 | -0.91% | 0.14% |
| RHUMBLINE ADVISERS | 11/12/2024 | 229,472 | $79,846 | -12.55% | 0.14% |
| 11/25/2024 | 228,067 | $89,357 | -37.48% | 0.14% | |
| CARTESIAN GROWTH CORP | 11/14/2024 | 217,940 | $75,887 | 0.00% | 0.13% |
| NOMURA HOLDINGS INC | 11/14/2024 | 184,347 | $64,190 | -80.48% | 0.11% |
| CITADEL ADVISORS LLC | 11/14/2024 | 171,600 | $59,751 | 30.49% | 0.11% |
| RAYMOND JAMES & ASSOCIATES | 10/18/2024 | 163,809 | $57,038 | 3.50% | 0.10% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 156,000 | $54,600 | -17.85% | 0.10% |
| HRT FINANCIAL LP | 11/12/2024 | 149,119 | $51,000 | 100.00% | 0.09% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 146,725 | $51,061 | -44.64% | 0.09% |
| ELECTRON CAPITAL PARTNERS, LLC | 11/14/2024 | 126,624 | $44,091 | 1.15% | 0.08% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 124,007 | $43,179 | -74.13% | 0.08% |
| CREATIVE PLANNING | 10/11/2024 | 123,521 | $43,010 | 177.07% | 0.08% |
| OPPENHEIMER & CO INC | 11/05/2024 | 106,156 | $36,964 | -22.23% | 0.07% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2024 | 104,892 | $36,524 | -86.51% | 0.06% |
| GTS SECURITIES LLC | 11/13/2024 | 104,200 | $36,262 | -15.97% | 0.06% |
| CETERA INVESTMENT ADVISERS | 11/13/2024 | 92,734 | $32,290 | -2.36% | 0.06% |
| TUDOR INVESTMENT CORP ET AL | 11/14/2024 | 91,608 | $31,898 | 0.00% | 0.06% |
Stem, Inc.institutional Ownership - FAQ's
During the previous two years, 226 institutional investors and hedge funds held shares of Stem, Inc.. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 11.29 M
VANGUARD GROUP INC: 8.66 M
STATE STREET CORP: 4.88 M
GEODE CAPITAL MANAGEMENT, LLC: 3.6 M
ExodusPoint Capital Management, LP: 2.61 M
Baird Financial Group, Inc.: 2.07 M
34.95% of Stem, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 65.03 M shares in the last 24 months. This purchase volume represents approximately $49.42 M in transactions.