Stem Inc (STEM) Ownership

16.68 ↑0.00 (0.00%)
As of December 31, 1969, 7:00pm EST.

Institutional Ownership

Schroder Investment Management Group is the biggest individual institutional holder of Stem Inc (STEM), owning a total of 13.4 million shares. Combined, the top 70 institutional holders of STEM own 72.23% of the company with a total of 90.6 million shares.

In the latest ownership report on June 30th 2025, the top 70 institutional holders decreased their combined ownership of STEM by 397 thousand shares. 8 institutions bought 338,344 total additional shares and increased their ownership by an average of 956.35%. However 10 institutions sold 735,187 total shares and decreased their ownership by an average of 40.1%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Stem decreased by a net total of -396,843 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc4.611%-10.217%386,755-44,0122025-06-30
BlackRock Inc2.120%-67.970%177,831-377,3632025-06-30
Bank of America Corp1.273%1,707.770%106,803100,8952025-06-30
Susquehanna International Group, LLP1.202%131.378%100,80757,2392025-06-30
Geode Capital Management, LLC1.017%-54.083%85,281-100,4462025-06-30
UBS Group AG0.952%-0.477%79,843-3832025-06-30
Millennium Management LLC0.949%5,574.410%79,61278,2092025-06-30
Citigroup Inc0.732%46.296%61,37719,4232025-06-30
AQR Capital Management LLC0.578%-34.656%48,446-25,6942025-06-30
Jane Street Group LLC0.523%190.439%43,83628,7432025-06-30
State Street Corp0.394%-78.301%33,079-119,3682025-06-30
Cohen & Steers Inc0.380%0.000%31,88702025-06-30
Marshall Wace Asset Management Ltd0.359%0.000%30,07230,0722025-06-30
Royal Bank of Canada0.308%0.521%25,8611342025-06-30
BNP Paribas Arbitrage, SA0.292%-19.389%24,459-5,8832025-06-30
Group One Trading, LP0.292%-28.411%24,457-9,7062025-06-30
Goldman Sachs Group Inc0.282%0.000%23,62923,6292025-06-30
Lido Advisors, LLC0.267%-57.778%22,394-30,6452025-06-30
HSBC Holdings PLC0.262%-49.668%21,977-21,6872025-06-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Schroder Investment Management Group8.242%8.039%13,413,934998,0812024-06-30
Alkeon Capital Management, LLC4.420%0.000%7,188,61202024-03-31
Electron Capital Partners, LLC3.194%62.213%4,978,7391,909,4782023-09-30
State Street Corporation2.490%7.050%4,050,096266,7132024-03-31
Citadel Advisors Llc2.432%973.338%3,788,2923,435,3472023-03-31
BNP Paribas Investment Partners SA2.209%-45.876%3,592,552-3,045,0732024-03-31
HITE Hedge Asset Management MLP1.885%796.774%3,065,3632,723,5422024-03-31
ExodusPoint Capital Management, LP1.605%0.000%2,611,3972,611,3972024-09-30
UBS Asset Mgmt Americas Inc1.478%77.145%2,406,0801,047,8252024-09-30
Wellington Management Company LLP1.439%46.711%2,339,605744,8972024-03-31
Point72 Asset Management, L.P.1.400%1,290.530%2,260,7232,098,1432023-09-30
Atlantic Trust Group, LLC1.421%-60.499%2,215,545-3,393,2632023-09-30
Encompass Capital Advisors LLC1.418%-11.072%2,208,815-274,9962023-03-31
Baird Financial Group, Inc.1.271%44.260%2,068,643634,6732024-09-30
CenterBook Partners LP1.143%0.000%1,858,2261,858,2262024-03-31
Ardsley Advisory Partners1.075%-22.566%1,750,000-510,0002024-06-30
William Blair Investment Management, LLC1.032%1.051%1,608,61116,7322023-06-30
SIR Capital Management, L.P.0.970%326.988%1,578,5751,208,8752024-06-30
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC0.924%322.906%1,437,7801,097,8042022-12-31
Van Eck Associates Corporation0.875%-7.425%1,413,576-113,3802023-12-31
Renaissance Technologies Corp0.901%-49.613%1,391,500-1,370,1002022-06-30
Bridgewater Associates Inc0.829%487.245%1,348,0511,118,4962024-03-31
Nuveen Asset Management, LLC0.853%-5.991%1,327,175-84,5842022-12-31
Tortoise Midstream Energy Fund, Inc.0.841%-40.352%1,310,563-886,5942023-03-31
HHG PLC0.824%1.157%1,283,57914,6842023-03-31
Northern Trust Corp0.740%-4.186%1,240,931-54,2182025-03-31
Gilder Gagnon Howe & CO LLC0.783%43.316%1,218,095368,1602022-12-31
GSA Capital Partners LLP0.653%353.680%1,061,924827,8552024-06-30
Yaupon Capital Management LP0.653%19.962%1,055,041175,5602023-12-31
Barclays PLC0.672%-20.986%1,046,463-277,9392023-03-31
First Trust Advisors L.P.0.669%12.465%1,042,243115,5202023-09-30
Vontobel Holding Ltd.0.641%-0.227%999,100-2,2692023-06-30
Autonomy Capital (Jersey) L.P.0.593%0.000%959,03702023-12-31
Nomura Holdings Inc0.580%-28.736%944,622-380,9072024-06-30
Davy Asset Management Limited0.526%0.000%856,09202024-09-30
Prescott Group Capital Management LLC0.468%-34.712%778,573-413,9422024-12-31
Kbc Group NV0.415%-0.442%675,020-2,9972024-09-30
Two Sigma Investments LLC0.407%3.859%663,06324,6362024-09-30
Rock Point Advisors, LLC0.327%-30.582%549,290-241,9902025-03-31
Morgan Stanley - Brokerage Accounts0.298%-50.380%499,165-506,8112025-03-31
Charles Schwab Investment Management Inc0.266%21.975%444,05380,0002025-03-31
Bank of New York Mellon Corp0.261%-0.139%437,581-6072025-03-31
Deutsche Bank AG0.254%-31.883%424,189-198,5422025-03-31
Vanguard Group Inc4.611%-10.217%386,755-44,0122025-06-30
HighTower Advisors, LLC0.197%-1.553%329,561-5,2002025-03-31
Wells Fargo & Co0.183%-54.786%306,863-371,8222025-03-31
AllianceBernstein L.P.0.164%-42.129%274,368-199,7352025-03-31
XTX Topco Ltd0.138%-19.619%230,443-56,2472025-03-31
Amvescap Plc.0.132%-19.595%221,763-54,0432025-03-31
Rhumbline Advisers0.127%-8.259%213,710-19,2402025-03-31
BlackRock Inc2.120%-67.970%177,831-377,3632025-06-30
Skandinaviska Enskilda Banken AB0.073%-34.867%123,164-65,9332025-03-31
Bank of America Corp1.273%1,707.770%106,803100,8952025-06-30
Susquehanna International Group, LLP1.202%131.378%100,80757,2392025-06-30
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.0.054%4.402%91,0003,8372025-03-31
Geode Capital Management, LLC1.017%-54.083%85,281-100,4462025-06-30
UBS Group AG0.952%-0.477%79,843-3832025-06-30
Millennium Management LLC0.949%5,574.410%79,61278,2092025-06-30
Citigroup Inc0.732%46.296%61,37719,4232025-06-30
AQR Capital Management LLC0.578%-34.656%48,446-25,6942025-06-30
Jane Street Group LLC0.523%190.439%43,83628,7432025-06-30
State Street Corp0.394%-78.301%33,079-119,3682025-06-30
Cohen & Steers Inc0.380%0.000%31,88702025-06-30
Marshall Wace Asset Management Ltd0.359%0.000%30,07230,0722025-06-30
Royal Bank of Canada0.308%0.521%25,8611342025-06-30
BNP Paribas Arbitrage, SA0.292%-19.389%24,459-5,8832025-06-30
Group One Trading, LP0.292%-28.411%24,457-9,7062025-06-30
Goldman Sachs Group Inc0.282%0.000%23,62923,6292025-06-30
Lido Advisors, LLC0.267%-57.778%22,394-30,6452025-06-30
HSBC Holdings PLC0.262%-49.668%21,977-21,6872025-06-30

Mutual Fund Ownership

Vanguard US Total Market Shares ETF is the biggest individual fund holder of Stem Inc (STEM), owning a total of 5.1 million shares. Combined, the top 97 mutual fund holders of STEM own 48.19% of the company with a total of 68.3 million shares.

In the latest ownership report on July 31st 2025, the top 97 fund holders increased their combined ownership of STEM by 43 thousand shares. 2 funds bought 1,164 total additional shares and increased their ownership by an average of 7.18%. However 4 funds sold 44,208 total shares and decreased their ownership by an average of 8.46%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Stem decreased by a net total of -43,044 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv2.836%-2.158%237,884-5,2462025-07-31
Vanguard Institutional Extnd Mkt Idx Tr1.017%-31.303%85,289-38,8632025-07-31
Fidelity Extended Market Index0.530%-0.153%44,456-682025-07-31
Fidelity Total Market Index0.171%-0.216%14,329-312025-07-31
Fidelity Series Total Market Index0.139%0.000%11,65002025-07-31
Spartan Extended Market Index Pool F0.115%3.935%9,6413652025-07-31
Vanguard Industrials ETF0.101%10.419%8,4687992025-07-31
T. Rowe Price Extended Equity Market Idx0.099%0.000%8,33502025-07-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard US Total Market Shares ETF3.129%0.000%5,136,41902024-09-30
iShares Russell 2000 ETF2.254%0.000%3,749,68502025-05-31
BNP Paribas Energy Transition C D2.181%0.001%3,526,148422024-03-31
Scottish Widows Global Envirtly Solu X1.959%0.000%3,187,80102024-07-31
Schroder ISF Glbl Engy Tnstn E Acc USD1.707%-47.260%2,777,696-2,489,1182024-08-31
Vanguard Extended Market Index Investor1.291%-0.020%2,011,271-3942023-08-31
Vanguard Small Cap Index1.211%0.912%1,910,21017,2632024-02-29
LUX IM ESG Green Energy DXL1.156%0.000%1,879,48402024-06-30
Vanguard Global Equity Inv1.130%-2.037%1,761,779-36,6312023-09-30
SPDR® S&P Kensho New Economies Comps ETF1.007%0.000%1,639,01502024-11-29
Fidelity Small Cap Index0.933%-1.153%1,559,074-18,1842025-05-31
iShares Russell 2000 Value ETF0.922%0.000%1,533,17202025-05-31
Invesco WilderHill Clean Energy ETF0.896%0.000%1,456,30802024-08-31
Fidelity® Small Cap Index0.885%3.020%1,379,25640,4382023-10-31
Schroder Glbl Engy Transition S GBP Acc0.747%-48.319%1,215,191-1,136,1332024-08-31
BrighthouseII Van Eck Global Natrl Res A0.742%4.320%1,197,83249,6002023-12-31
VanEck Global Resources Composite0.716%44.978%1,116,232346,3002023-09-30
Janus Henderson Triton D0.707%0.000%1,100,27902023-03-31
Janus Henderson US SMID Cap Growth0.707%0.000%1,100,27902023-03-31
UBS (Lux) Engy Evolution Eq IBP USD Acc0.664%0.000%1,079,50002024-07-31
iShares Russell 2000 Growth ETF0.690%-0.361%1,073,606-3,8912023-06-21
Vanguard Small Cap Growth Index Inv0.680%1.689%1,072,15217,8032024-02-29
1895 Aandelen Thematic Opportunities D0.621%-42.620%1,011,052-750,9622024-08-31
Scottish Widows FdmtlLowVolIdx UK Eq X0.640%70.332%996,795411,5892023-05-31
iShares Core S&P Total US Stock Mkt ETF0.578%0.090%947,9898552025-02-28
ERSTE WWF Stock Environment EUR R01 T0.589%-0.065%917,620-5972023-06-30
Fidelity® Extended Market Index0.547%7.231%853,25057,5372023-11-30
State St Russell Sm/Mid Cp® Indx NL Cl C0.509%0.000%847,14902025-04-30
State St Russell Sm/Mid Cp® Indx SL Cl I0.509%0.000%847,14902025-05-31
Swedbank Robur Transition Energy A0.528%0.000%818,80002023-03-31
VanEck Global Resources Fund A0.500%-1.393%778,832-11,0002023-07-31
Rize USA Environmental Imp ETF A USD Acc0.477%0.000%776,71502024-10-31
Invesco Global Clean Energy ETF0.476%0.000%773,24402024-08-30
Vanguard Russell 2000 ETF0.457%0.901%760,0046,7842025-05-31
ALPS Clean Energy ETF0.486%0.000%751,91902023-02-28
10XDNA - Disruptive Technologies - I-II0.454%0.000%733,09802024-05-31
Swiss Life (LUX) Eq Clmt Imp G CHF Cap0.445%0.000%719,76202024-06-30
Swiss Life (LUX)Eq Alts Ey Imp G CHF Cap0.443%0.000%719,76202024-06-30
Schwab US Small-Cap ETF™0.434%0.000%704,93302024-08-31
BlackRock Advantage Small Cap Core Instl0.421%0.000%685,217685,2172024-07-31
WisdomTree Artfcl Intllgnc & Innvtn ETF0.421%0.000%680,57602024-04-30
Cohen & Steers Infrastructure Fund Inc0.383%0.000%637,75002025-03-31
UBS (Lux) Energy Evolution Eq SB USD Acc0.369%-36.842%600,000-350,0002024-12-31
Carnegie investment - Glb. St Pic - IA00.355%0.931%590,9145,4482024-07-31
Carnegie Investment - Glb. St Pic - ID10.355%0.931%590,9145,4482024-07-31
First Trust NASDAQ® Cln Edge® GrnEngyETF0.345%0.481%557,5162,6682024-05-30
State St Russell Sm Cap® Indx SL Cl I0.322%0.000%535,46402025-05-31
Wellington SMID Cap Research Equity0.277%0.000%449,608449,6082024-03-31
NT R2000 Value Index Fund - NL0.239%14.341%392,58049,2382024-12-31
NT R2000 Index Fund - NL0.226%-3.334%375,412-12,9462025-03-31
AB All Market Real Return I0.229%17.051%373,20954,3652024-09-30
Schwab Small Cap Index0.219%0.000%364,05302025-05-31
Hanwha Green Hero Master Equity0.203%-14.538%332,595-56,5782024-12-31
iShares Micro-Cap ETF0.190%0.000%316,26502025-05-31
NT R2000 Value Index Fund - L0.192%0.000%314,78302024-12-31
NT R2000 Index Fund - DC - NL - 20.180%-5.342%299,904-16,9242025-03-31
NT R2000 Index Fund - DC - NL - 30.180%-5.342%299,904-16,9242025-03-31
Xtrackers Russell 2000 ETF 1C0.170%0.000%283,04902025-05-31
iShares Russell 2000 Small-Cap Idx Instl0.144%0.000%240,13402025-05-31
Vanguard Total Stock Mkt Idx Inv2.836%-2.158%237,884-5,2462025-07-31
SPDR® Russell 2000 US Small Cap ETF0.136%-10.426%226,812-26,4012025-03-31
Russell 2500™ Index Fund F0.133%-0.022%221,761-482025-03-31
EQ/2000 Managed Volatility IB0.112%0.000%185,76002025-05-31
Northern Trust Russell 2000 Value Index0.103%-45.739%170,804-143,9792025-03-31
NT Col R2000 Val Idx Fd -DC -L -TierFour0.102%-45.739%170,804-143,9792025-03-31
Fidelity Small Cap Value Index0.100%0.000%167,45802025-05-31
EQ/Small Company Index IB0.100%0.000%165,60002025-05-31
Russell Personalized DI All Cap SMA0.090%0.000%150,35702025-03-31
Spartan Small Cap Index Pool K0.081%0.000%135,60102025-05-31
EQ/AB Small Cap Growth IB0.065%0.000%108,76802025-05-31
LVIP SSgA Small Cap Index Std0.065%0.000%108,10002025-03-31
Spartan Total Market Index Pool G0.065%0.000%108,10002025-05-31
Vanguard Russell 2000 Value ETF0.061%0.000%101,12802025-05-31
Vanguard Instl Ttl Stck Mkt Idx Tr0.056%0.000%93,45502024-12-31
Vanguard Institutional Extnd Mkt Idx Tr1.017%-31.303%85,289-38,8632025-07-31
State Street Russell 2000 Value CIT0.046%0.000%77,36102025-03-31
T. Rowe Price U.S. Small-Cap Index Tr-Z0.033%42.724%54,63916,3562025-03-31
Fidelity Extended Market Index0.530%-0.153%44,456-682025-07-31
ATM Small Cap Managed Volatility K0.025%0.000%41,28202025-05-31
UBC Russell 3000 Index Trust - C0.023%0.000%39,17902025-03-31
NT Ext Eq Mkt Indx Fd DC Lend T30.023%0.000%38,13438,1342024-12-31
Cohen & Steers Infrastructure0.380%0.000%31,88702025-06-30
Fidelity Flex Small Cap Index0.018%0.000%29,86802025-05-31
DWS Small Cap Index VIP A0.014%0.000%23,55002025-05-31
SSgA U.S. Total Market Index Strategy0.010%2.194%17,1853692025-03-31
Bridgeway Ultra-Small Company Market0.186%0.000%15,60015,6002025-06-30
Extended Equity Market Fund K0.174%-1.960%14,608-2922025-06-30
Fidelity Total Market Index0.171%-0.216%14,329-312025-07-31
Aon Small Mid Cap Equity Index I0.149%1,909.020%12,47611,8552025-06-30
Fidelity Series Total Market Index0.139%0.000%11,65002025-07-31
Northern Trust Extended Eq Market Idx0.120%-0.010%10,069-12025-06-30
NT Ext Equity Mkt Idx Fd - L0.120%-0.010%10,069-12025-06-30
Spartan Extended Market Index Pool F0.115%3.935%9,6413652025-07-31
Vanguard Industrials ETF0.101%10.419%8,4687992025-07-31
T. Rowe Price Extended Equity Market Idx0.099%0.000%8,33502025-07-31
NT Ext Equity Mkt Idx Fd - NL0.092%-0.013%7,671-12025-06-30
FTSE RAFI US 1500 Mid Small Index Fd F0.080%14.463%6,7358512025-06-30

Discussions

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micmic9/6/25 11:02am

$STEM headed back to all time highs shortly

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HousewifeTrader6/30/25 01:12am

$STEM tomorrow im gunna have a fucking good day regardless if its red or green. Red is buy green is hodl.

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