StemSTEM
13F holders, Q1 2024 (March 31)211holders
6famous investors
$2.20avg. 13F price*
At the end of Q1 2024, 211 institutions reported holding Stem Inc. (STEM) in their 13F filings. The largest holders were Schroder Investment Management Group ($27.2M), BlackRock Inc. ($24.8M) and Vanguard Group Inc. ($17.9M). 6 famous investors held it, including Ray Dalio (0.0% of Bridgewater Associates's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Stem Inc.
- CUSIP
- 85859N102
- Latest filing quarter
- Q2 2025
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $7.0M |
| Exits | 38 | $18.9M |
Ownership 211 holders
| Schroder Investment Management Group | 0.03% | Add +8.6% | 12,415,853 | $27.2M |
| BlackRock Inc. | 0.00% | Add +0.9% | 11,305,537 | $24.8M |
| Vanguard Group Inc. | 0.00% | Reduce -26.6% | 8,167,944 | $17.9M |
| Alkeon Capital Management LLC | 0.09% | No change | 7,188,612 | $15.7M |
| State Street Corp. | 0.00% | Add +7.0% | 4,050,096 | $8.9M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.02% | Reduce -45.9% | 3,592,552 | $7.9M |
| Geode Capital Management, LLC | 0.00% | Add +1.8% | 3,171,532 | $6.9M |
| Invesco Ltd. | 0.00% | Add +25.3% | 3,155,254 | $6.9M |
| HITE Hedge Asset Management LLC | 0.67% | Add +796.8% | 3,065,363 | $6.7M |
| Wellington Management Group LLP | 0.00% | Add +46.7% | 2,339,605 | $5.1M |
| Ardsley Advisory Partners LP | 0.71% | Add +59.1% | 2,260,000 | $4.9M |
| CenterBook Partners LP | 0.28% | New | 1,858,226 | $4.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -33.4% | 1,777,897 | $3.9M |
| Rock Point Advisors, LLC | 0.98% | Add +7.2% | 1,508,779 | $3.3M |
| Morgan Stanley | 0.00% | Reduce -4.8% | 1,395,976 | $3.1M |
| Bridgewater Associates | 0.01% | Add +487.3% | 1,348,051 | $3.0M |
| Nomura Holdings Inc. | 0.02% | Add +10.7% | 1,325,529 | $2.9M |
| Bank of New York Mellon Corp | 0.00% | Add +12.6% | 1,274,493 | $2.8M |
| Northern Trust Corp. | 0.00% | Reduce -1.0% | 1,269,746 | $2.8M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +17.6% | 1,175,892 | $2.6M |
| Lido Advisors, LLC | 0.02% | No change | 1,075,772 | $2.4M |
| HSBC Holdings PLC | 0.00% | Add +94.1% | 967,464 | $2.1M |
| UBS Group AG | 0.00% | Add +21.5% | 815,174 | $1.8M |
| Wells Fargo & Company | 0.00% | Add +18.3% | 812,514 | $1.8M |
| Nuveen Asset Management, LLC | 0.00% | Add +33.3% | 808,365 | $1.8M |
| Citigroup Inc. | 0.00% | Reduce -3.0% | 759,861 | $1.7M |
| Swiss Life Asset Management Ltd | 0.02% | Add +28.1% | 719,762 | $1.6M |
| Baird Financial Group, Inc. | 0.00% | Add +38.6% | 670,508 | $1.5M |
| Cohen & Steers, Inc. | 0.00% | No change | 637,750 | $1.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +90.3% | 222,575 | $1.4M |
| First Trust Advisors LP | 0.00% | Reduce -19.1% | 630,145 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Add +234.7% | 569,771 | $1.2M |
| Credit Suisse AG/ | 0.00% | Reduce -25.7% | 560,885 | $1.2M |
| Royal Bank of Canada | 0.00% | Reduce -6.1% | 513,547 | $1.1M |
| Deutsche Bank AG | 0.00% | Reduce -16.6% | 480,092 | $1.1M |
| Jane Street Group, LLC | 0.00% | Add +8.2% | 474,265 | $1.0M |
| Skandinaviska Enskilda Banken AB (publ) | 0.00% | Reduce -15.5% | 407,216 | $892K |
| Nicola Wealth Management LTD. | 0.08% | Reduce -25.2% | 400,000 | $876K |
| Levin Capital Strategies, L.P. | 0.09% | Add +204.6% | 390,000 | $854K |
| Alps Advisors Inc. | 0.01% | Reduce -24.4% | 387,712 | $849K |
| SIR Capital Management, L.P. | 0.08% | Add +1515.3% | 369,700 | $810K |
| Two Sigma Investments, LP | 0.00% | Add +715.8% | 353,694 | $775K |
| Mizuho Markets Americas LLC | 0.02% | No change | 349,390 | $765K |
| Amundi | 0.00% | Reduce -2.2% | 475,817 | $757K |
| Citadel Advisors | 0.00% | Add +66.6% | 344,687 | $755K |
| Skaana Management L.P. | 1.53% | New | 340,887 | $747K |
| JPMorgan Chase & Co. | 0.00% | Add +224.9% | 319,867 | $701K |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.08% | Reduce -1.8% | 304,600 | $667K |
| KBC Group NV | 0.00% | Add +590.9% | 302,043 | $661K |
| Swiss National Bank | 0.00% | No change | 291,700 | $639K |
| Tudor Investment Corporation | 0.01% | Reduce -34.4% | 263,382 | $577K |
| Symmetry Investments LP | 0.06% | Reduce -20.6% | 261,260 | $572K |
| Alliancebernstein L.P. | 0.00% | Add +140.1% | 261,193 | $572K |
| Barclays PLC | 0.00% | Reduce -53.6% | 259,354 | $568K |
| Maytree Asset Management Ltd | 1.02% | No change | 248,702 | $545K |
| Rhumbline Advisers | 0.00% | Reduce -4.9% | 241,159 | $528K |
| Bailard, Inc. | 0.01% | New | 236,752 | $518K |
| Gsa Capital Partners LLP | 0.04% | New | 234,069 | $513K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -74.2% | 219,116 | $480K |
| AlTi Global, Inc. | 0.01% | No change | 217,940 | $477K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +1.3% | 190,587 | $417K |
| Group One Trading LLC | 0.01% | New | 182,180 | $399K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Add +15.7% | 167,298 | $366K |
| T. Rowe Price Associates Inc. | 0.00% | Add +45.9% | 158,102 | $347K |
| Swedbank AB | 0.00% | Reduce -59.0% | 158,100 | $346K |
| California State Teachers Retirement System | 0.00% | Reduce -5.1% | 147,447 | $323K |
| Raymond James & Associates | 0.00% | Add +205.7% | 134,199 | $294K |
| DNB Asset Management AS | 0.00% | Add +3.4% | 130,913 | $287K |
| Sculptor Capital LP | 0.01% | Reduce -76.4% | 127,400 | $279K |
| Steele Capital Management, Inc. | 0.02% | No change | 125,000 | $274K |
| Electron Capital Partners, LLC | 0.01% | New | 123,254 | $270K |
| SCP Investment, LP | 0.17% | Reduce -28.8% | 122,888 | $269K |
| Tidal Investments LLC | 0.00% | Add +904.0% | 121,741 | $267K |
| Legal & General Group Plc | 0.00% | Reduce -17.7% | 114,642 | $251K |
| Bank of America Corp. | 0.00% | Reduce -78.5% | 114,392 | $251K |
| D. E. Shaw & Co. | 0.00% | Add +0.3% | 114,330 | $250K |
| Voya Investment Management LLC | 0.00% | Add +14.1% | 108,865 | $238K |
| Captrust Financial Advisors | 0.00% | Reduce -18.7% | 95,820 | $210K |
| Cetera Investment Advisers | 0.00% | Add +26.1% | 90,600 | $198K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -29.8% | 89,070 | $195K |
| Quantbot Technologies LP | 0.01% | Add +61763.5% | 77,948 | $171K |
| Commonwealth Equity Services, LLC | 0.00% | Add +22.0% | 77,107 | $169K |
| Janus Henderson Group PLC | 0.00% | Add +0.0% | 74,881 | $164K |
| ExodusPoint Capital Management, LP | 0.00% | New | 71,932 | $158K |
| American International Group, Inc. | 0.00% | Reduce -0.8% | 70,210 | $154K |
| MetLife Investment Management, LLC | 0.00% | Reduce -18.5% | 62,741 | $137K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -40.7% | 24,120 | $137K |
| Millennium Management | 0.00% | Reduce -58.2% | 60,791 | $133K |
| New York State Common Retirement Fund | 0.00% | Reduce -0.2% | 59,367 | $130K |
| Advisory Services Network, LLC | 0.00% | Add +2.6% | 59,340 | $130K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +0.4% | 56,433 | $124K |
| Centiva Capital, LP | 0.01% | New | 55,150 | $121K |
| Integrated Wealth Concepts LLC | 0.00% | Add +95.9% | 51,945 | $114K |
| Creative Planning | 0.00% | Add +6.9% | 51,229 | $112K |
| Ursa Fund Management, LLC | 0.38% | No change | 50,000 | $110K |
| Ulland Investment Advisors, LLC | 0.09% | Reduce -9.9% | 49,450 | $108K |
| Flputnam Investment Management Co. | 0.00% | Add +2.1% | 46,609 | $102K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 43,693 | $96K |
| Arizona State Retirement System | 0.00% | Reduce -1.6% | 40,702 | $89K |
| HighTower Advisors, LLC | 0.00% | Add +31.5% | 40,939 | $88K |
| Sei Investments Co. | 0.00% | No change | 38,240 | $84K |
| FMR LLC | 0.00% | Add +677.3% | 35,865 | $79K |
| International Assets Investment Management, LLC | 0.01% | Add +4.1% | 37,150 | $78K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -1.9% | 35,307 | $77K |
| Clarity Capital Partners LLC | 0.05% | Reduce -65.1% | 35,269 | $77K |
| HB Wealth Management, LLC | 0.00% | Add +4.3% | 31,869 | $70K |
| Emfo, LLC | 0.06% | No change | 29,140 | $64K |
| Vident Advisory, LLC | 0.00% | Add +41.4% | 28,564 | $63K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -18.7% | 26,842 | $59K |
| LPL Financial LLC | 0.00% | Reduce -15.6% | 26,520 | $58K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +3.6% | 25,900 | $57K |
| ProShare Advisors LLC | 0.00% | Add +8.5% | 25,596 | $56K |
| Aries Wealth Management | 0.02% | No change | 25,000 | $55K |
| Osaic Holdings, Inc. | 0.00% | Reduce -18.6% | 24,449 | $54K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | New | 23,812 | $52K |
| Pictet Asset Management Holding SA | 0.00% | No change | 21,826 | $48K |
| Sigma Planning Corp | 0.00% | Add +52.1% | 20,955 | $46K |
| Scientech Research LLC | 0.02% | New | 19,636 | $43K |
| Victory Capital Management Inc. | 0.00% | Reduce -1.3% | 19,283 | $42K |
| SG Americas Securities, LLC | 0.00% | Reduce -64.1% | 19,359 | $42K |
| Two Sigma Securities, LLC | 0.00% | Reduce -42.1% | 19,091 | $42K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -31.8% | 19,084 | $42K |
| Prospera Financial Services Inc | 0.00% | Reduce -10.9% | 18,559 | $41K |
| Aberdeen Group plc | 0.00% | Add +70.1% | 17,327 | $38K |
| Principal Financial Group Inc. | 0.00% | Reduce -8.9% | 16,463 | $36K |
| MTM Investment Management, LLC | 0.01% | No change | 15,000 | $33K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 14,154 | $31K |
| Lazari Capital Management, Inc. | 0.02% | Reduce -1.4% | 13,686 | $30K |
| AQR Capital Management | 0.00% | Reduce -54.9% | 13,247 | $29K |
| National Bank of Canada | 0.00% | Reduce -38.9% | 24,370 | $29K |
| 360 Financial, Inc. | 0.01% | Reduce -6.0% | 13,170 | $29K |
| Clear Harbor Asset Management, LLC | 0.00% | Reduce -4.0% | 13,157 | $29K |
| State of Wisconsin Investment Board | 0.00% | Reduce -63.2% | 12,969 | $28K |
| Tortoise Investment Management, LLC | 0.00% | No change | 12,843 | $28K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -64.7% | 12,602 | $28K |
| Wellington Wealth Strategies, LLC. | 0.01% | Reduce -26.2% | 12,465 | $27K |
| Engineers Gate Manager LP | 0.00% | Reduce -89.5% | 12,088 | $26K |
| Deuterium Capital Management, LLC | 0.05% | No change | 12,000 | $26K |
| Walleye Trading LLC | 0.00% | New | 11,954 | $26K |
| IHT Wealth Management, LLC | 0.00% | Reduce -6.0% | 11,640 | $25K |
| Squarepoint Ops LLC | 0.00% | New | 11,088 | $24K |
| Neuberger Berman Group LLC | 0.00% | Add +3.0% | 10,925 | $24K |
| Mariner, LLC | 0.00% | Reduce -45.8% | 10,665 | $23K |
| Wealthspire Advisors, LLC | 0.00% | No change | 10,582 | $23K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -2.5% | 10,523 | $22K |
| Blair William & Co. | 0.00% | New | 10,133 | $22K |
| Resona Asset Management Co.,Ltd. | 0.00% | — | 9,726 | $21K |
| CKW Financial Group | 0.00% | No change | 8,389 | $18K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 4,424 | $17K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | New | 7,000 | $15K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +17.0% | 6,877 | $15K |
| Pickering Energy Partners LP | 0.14% | New | 5,868 | $13K |
| Jones Financial Companies LLLP | 0.00% | Add +403.5% | 5,025 | $11K |
| Amalgamated Bank | 0.00% | Reduce -59.2% | 5,250 | $11K |
| Metropolitan Life Insurance Co | 0.00% | Reduce -45.6% | 4,314 | $9K |
| Allworth Financial LP | 0.00% | Reduce -2.4% | 4,285 | $9K |
| Catalyst Funds Management Pty Ltd | 0.00% | — | 4,000 | $9K |
| Lindbrook Capital, LLC | 0.00% | Add +25.4% | 3,081 | $7K |
| Blue Trust, Inc. | 0.00% | Add +1469.8% | 2,700 | $6K |
| NewEdge Advisors, LLC | 0.00% | Add +38.1% | 2,463 | $5K |
| Signaturefd, LLC | 0.00% | Add +1389.2% | 2,338 | $5K |
| Comerica Bank | 0.00% | No change | 2,137 | $5K |
| WR Wealth Planners, LLC | 0.00% | New | 1,800 | $4K |
| Clearstead Advisors, LLC | 0.00% | Reduce -14.6% | 2,915 | $4K |
| US Bancorp \de | 0.00% | Reduce -57.7% | 1,522 | $3K |
| Cwm, LLC | 0.00% | Reduce -33.0% | 1,260 | $3K |
| Versant Capital Management, Inc | 0.00% | Reduce -46.2% | 1,314 | $3K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -10.2% | 1,133 | $2K |
| IFP Advisors, Inc | 0.00% | No change | 1,100 | $2K |
| GAMMA Investing LLC | 0.00% | Add +323.3% | 1,054 | $2K |
| Capital Analysts, LLC | 0.00% | No change | 1,080 | $2K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3415.0% | 703 | $2K |
| Sandy Spring Bank | 0.00% | No change | 700 | $2K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -77.9% | 605 | $1K |
| Janiczek Wealth Management, LLC | 0.00% | No change | 540 | $1K |
| Parallel Advisors, LLC | 0.00% | Add +284.1% | 530 | $1K |
| Farther Finance Advisors, LLC | 0.00% | Add +40.2% | 520 | $1K |
| Optimum Investment Advisors | 0.00% | No change | 500 | $1K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -35.1% | 500 | $1K |
| CoreCap Advisors, LLC | 0.00% | New | 500 | $1K |
| HM Payson & Co. | 0.00% | No change | 500 | $1K |
| VitalStone Financial, LLC | 0.00% | Reduce -52.4% | 250 | $1K |
| Naples Money Management LLC | 0.00% | No change | 433 | $948 |
| Russell Investments Group, Ltd. | 0.00% | Add +205.0% | 424 | $929 |
| Harbour Investments, Inc. | 0.00% | No change | 356 | $780 |
| Scarborough Advisors, LLC | 0.00% | No change | 300 | $657 |
| PSI Advisors, LLC | 0.00% | No change | 300 | $657 |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | Reduce -95.5% | 300 | $657 |
| Main Street Group, LTD | 0.00% | No change | 300 | $633 |
| Glen Eagle Advisors, LLC | 0.00% | New | 265 | $580 |
| Tucker Asset Management LLC | 0.00% | No change | 242 | $530 |
| Rise Advisors, LLC | 0.00% | No change | 236 | $517 |
| RFP Financial Group LLC | 0.00% | No change | 218 | $477 |
| Sunbelt Securities, Inc. | 0.00% | No change | 200 | $438 |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 188 | $411 |
| Retirement Group, LLC | 0.00% | No change | 162 | $355 |
| Toronto Dominion Bank | 0.00% | New | 157 | $344 |
| AdvisorNet Financial, Inc | 0.00% | New | 150 | $329 |
| Quadrant Capital Group LLC | 0.00% | Reduce -95.1% | 147 | $322 |
| Albion Financial Group | 0.00% | No change | 135 | $296 |
| Quintet Private Bank (Europe) S.A. | 0.00% | New | 112 | $272 |
| Principal Securities, Inc. | 0.00% | New | 100 | $219 |
| Sound Income Strategies, LLC | 0.00% | No change | 100 | $219 |
| Elequin Capital, LP | 0.00% | New | 65 | $142 |
| Missouri Trust & Investment Co | 0.00% | No change | 55 | $120 |
| Avior Wealth Management, LLC | 0.00% | New | 32 | $70 |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 17 | $38 |
| Balefire, LLC | 0.00% | No change | 5 | $11 |
| Future Financial Wealth Managment LLC | 0.00% | New | 5 | $11 |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 200 | $0 |
| Covestor Ltd | 0.00% | Reduce -4.8% | 20 | $0 |
"% of holder's portfolio" is STEM's weight in each manager's 13F, not the share of Stem Inc. the manager owns.