Stem Ownership | Who Owns Stem?

Overview Forecast RevenueFinancials Chart Transcripts

Stem Ownership Summary

Stem is owned by 34.81% institutional investors, 4.56% insiders, and 60.64% retail investors. Blackrock is the largest institutional shareholder, holding 6.89% of STEM shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.99% of its assets in Stem shares.

STEM Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Stem	34.81%	4.56%	60.64%
Sector	Technology Stocks	54.50%	11.36%	34.13%
Idea	Energy Storage Stocks List	30.23%	14.56%	55.20%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	10.90M	6.89%	$12.10M
Vanguard group	8.52M	5.39%	$9.46M
State street	4.97M	3.14%	$5.51M
Geode capital management	3.44M	2.17%	$3.82M
Invesco	2.72M	1.72%	$3.01M
Rock point advisors	1.62M	1.02%	$1.80M
Baird financial group	1.43M	0.91%	$1.59M
Ubs asset management americas	1.36M	0.86%	$1.51M
Charles schwab investment management	1.23M	0.78%	$1.37M
Northern trust	1.19M	0.75%	$1.32M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Rock point advisors	1.62M	0.54%	$1.80M
Scp investment, lp	270.89K	0.19%	$300.69K
Prescott group capital management	690.00K	0.12%	$766.00K
Iq eq fund management (ireland)	856.09K	0.11%	$950.26K
Gsa capital partners llp	1.06M	0.08%	$1.18M
Levin capital strategies	660.00K	0.08%	$732.60K
Emfo	29.14K	0.03%	$32.35K
Deuterium capital management	12.00K	0.02%	$13.32K
Clarity capital partners	16.96K	0.01%	$18.83K
Aries wealth management	26.00K	0.01%	$28.86K

Top Buyers

Holder	Shares	% Assets	Change
Ubs asset management americas	1.36M	0.00%	1.17M
State street	4.97M	0.00%	917.68K
Gsa capital partners llp	1.06M	0.08%	827.86K
Aqr capital management	777.65K	0.00%	764.40K
Baird financial group	1.43M	0.00%	763.46K

Top Sellers

Holder	Shares	% Assets	Change
Schroder investment management group	-	-	-13.41M
Alkeon capital management	-	-	-7.19M
Bnp paribas asset management	-	-	-3.59M
Hite hedge asset management	-	-	-3.07M
Wellington management group llp	-	-	-2.34M

New Positions

Holder	Shares	% Assets	Change	Value
Prescott group capital management	690.00K	0.12%	690.00K	$766.00K
Mirae asset global etfs	172.24K	0.00%	172.24K	$191.18K
Corebridge financial	81.67K	0.00%	81.67K	$90.66K
Brevan howard capital management lp	46.97K	0.00%	46.97K	$52.14K
Raymond james & associates	40.50K	-	40.50K	$40.50K

Sold Out

Holder	Change
Future financial wealth managment	-5.00
Visionpoint advisory group	-5.00
Aspire private capital	-10.00
Nelson, van denburg & campbell wealth management group	-32.00
Aviso financial	-50.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	161	-17.01%	56,606,891	-28.22%	34	1.40%	59	-31.40%	52	1.96%
Jun 30, 2024	191	-13.96%	78,849,226	-17.81%	49	1.31%	84	-7.69%	50	-35.06%
Mar 31, 2024	222	-9.02%	95,940,641	-0.75%	61	1.60%	91	-8.08%	77	-7.23%
Dec 31, 2023	244	-2.79%	96,664,352	-7.51%	62	1.38%	99	-8.33%	83	22.06%
Sep 30, 2023	251	1.62%	104,509,639	3.43%	67	1.58%	108	-15.63%	68	13.33%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	4.86M	2.99%	-
iShares Russell 2000 ETF	4.07M	2.50%	-15.63K
Scottish Widows Global Envirtly Solu X	3.19M	1.96%	-
Schroder ISF Glbl Engy Tnstn E Acc USD	2.78M	1.71%	-2.49M
Vanguard Institutional Extnd Mkt Idx Tr	2.22M	1.36%	-
SPDR® S&P Kensho New Economies Comps ETF	1.64M	1.01%	-
Fidelity Small Cap Index	1.58M	0.97%	-1.13K
iShares Russell 2000 Value ETF	1.43M	0.88%	-40.11K
Schroder Glbl Engy Transition S GBP Acc	1.22M	0.75%	-1.14M
1895 Aandelen Thematic Opportunities D	1.01M	0.62%	-750.96K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Mar 15, 2024	BUZBY DAVID S	-	Buy	$115.00K
Mar 18, 2024	BUZBY DAVID S	-	Buy	$61.18K
May 28, 2024	Tappin Matthew	President, Asset Management	Sell	$1.83K
May 02, 2024	Carrington John Eugene	CEO and Director	Sell	$359.22K
Apr 30, 2024	Patel Prakesh	Chief Strategy Officer	Sell	$44.62K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	-
2024 Q3	-	-
2024 Q2	-	6
2024 Q1	7	40
2023 Q4	-	-

STEM Ownership FAQ

Who owns the most shares of Stem?

Stem’s largest shareholders are Blackrock (10.9M shares, 6.89%), Vanguard group (8.52M shares, 5.39%), and State street (4.97M shares, 3.14%). Together, they hold 15.42% of Stem’s total shares outstanding.

Does Blackrock own Stem?

Yes, BlackRock owns 6.89% of Stem, totaling 10.9M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 12.1M$. In the last quarter, BlackRock decreased its holdings by -401K shares, a -3.55% change.

Who is Stem’s biggest shareholder by percentage of total assets invested?

Rock point advisors is Stem’s biggest shareholder by percentage of total assets invested, with 0.54% of its assets in 1.62M Stem shares, valued at 1.8M$.

Who is the top mutual fund holder of Stem shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Stem shares, with 2.99% of its total shares outstanding invested in 4.86M Stem shares.

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