StemSTEM
13F holders, Q2 2024 (June 30)182holders −29
24new positions
54sold out
5famous investors
$1.11avg. 13F price*
At the end of Q2 2024, 182 institutions reported holding Stem Inc. (STEM) in their 13F filings, down 29 from Q1 2024. 24 opened new positions and 54 sold out. The largest holders were Schroder Investment Management Group ($14.9M), BlackRock Inc. ($12.1M) and Vanguard Group Inc. ($9.5M). 5 famous investors held it, including Ray Dalio (0.0% of Bridgewater Associates's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Stem Inc.
- CUSIP
- 85859N102
- Latest filing quarter
- Q2 2025
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $1.1M |
| Exits | 54 | $48.5M |
All 13F filers, Q1 2024 → Q2 2024: 12,677,093 shares bought and 29,735,023 shares sold, net −17,057,930 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 182 holders
| Schroder Investment Management Group | 0.02% | Add +8.0% | 13,413,934 | $14.9M |
| BlackRock Inc. | 0.00% | Reduce -3.5% | 10,904,451 | $12.1M |
| Vanguard Group Inc. | 0.00% | Add +4.3% | 8,521,475 | $9.5M |
| State Street Corp. | 0.00% | Add +22.7% | 4,967,772 | $5.5M |
| Geode Capital Management, LLC | 0.00% | Add +8.4% | 3,438,071 | $3.8M |
| Invesco Ltd. | 0.00% | Reduce -13.9% | 2,715,261 | $3.0M |
| Ardsley Advisory Partners LP | 0.35% | Reduce -22.6% | 1,750,000 | $1.9M |
| Rock Point Advisors, LLC | 0.54% | Add +7.3% | 1,618,589 | $1.8M |
| SIR Capital Management, L.P. | 0.17% | Add +327.0% | 1,578,575 | $1.8M |
| Baird Financial Group, Inc. | 0.00% | Add +113.9% | 1,433,970 | $1.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +612.7% | 1,358,255 | $1.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +4.7% | 1,231,140 | $1.4M |
| Northern Trust Corp. | 0.00% | Reduce -6.4% | 1,188,348 | $1.3M |
| Lido Advisors, LLC | 0.01% | No change | 1,075,772 | $1.2M |
| Gsa Capital Partners LLP | 0.08% | Add +353.7% | 1,061,924 | $1.2M |
| HSBC Holdings PLC | 0.00% | Add +7.4% | 1,039,420 | $1.1M |
| Nomura Holdings Inc. | 0.01% | Reduce -28.7% | 944,622 | $1.0M |
| Citigroup Inc. | 0.00% | Add +13.7% | 864,215 | $959K |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.11% | Add +181.1% | 856,092 | $950K |
| Wells Fargo & Company | 0.00% | Add +2.9% | 835,671 | $928K |
| AQR Capital Management | 0.00% | Add +5770.4% | 777,648 | $863K |
| Swiss Life Asset Management Ltd | 0.01% | No change | 719,762 | $799K |
| Morgan Stanley | 0.00% | Reduce -49.2% | 709,183 | $787K |
| Prescott Group Capital Management, L.L.C. | 0.12% | New | 690,000 | $766K |
| KBC Group NV | 0.00% | Add +124.5% | 678,017 | $753K |
| Levin Capital Strategies, L.P. | 0.08% | Add +69.2% | 660,000 | $733K |
| Two Sigma Investments, LP | 0.00% | Add +80.5% | 638,427 | $709K |
| Cohen & Steers, Inc. | 0.00% | No change | 637,750 | $708K |
| Alliancebernstein L.P. | 0.00% | Add +135.4% | 614,928 | $683K |
| Sanctuary Advisors, LLC | 0.00% | — | 364,781 | $668K |
| First Trust Advisors LP | 0.00% | Reduce -8.7% | 575,341 | $639K |
| Bank of New York Mellon Corp | 0.00% | Reduce -56.7% | 551,348 | $612K |
| Royal Bank of Canada | 0.00% | Add +0.6% | 516,407 | $573K |
| Squarepoint Ops LLC | 0.00% | Add +4330.5% | 491,251 | $545K |
| Susquehanna International Group, LLP | 0.00% | Reduce -15.9% | 479,299 | $532K |
| Bridgewater Associates | 0.00% | Reduce -64.7% | 475,410 | $528K |
| Nuveen Asset Management, LLC | 0.00% | Reduce -41.4% | 473,995 | $526K |
| UBS Group AG | 0.00% | Reduce -47.0% | 432,321 | $480K |
| Deutsche Bank AG | 0.00% | Reduce -13.7% | 414,532 | $460K |
| D. E. Shaw & Co. | 0.00% | Add +258.2% | 409,529 | $455K |
| Tidal Investments LLC | 0.01% | Add +221.7% | 391,594 | $435K |
| Jane Street Group, LLC | 0.00% | Reduce -23.9% | 360,738 | $400K |
| Skandinaviska Enskilda Banken AB (publ) | 0.00% | Reduce -13.4% | 352,493 | $391K |
| Mizuho Markets Americas LLC | 0.01% | No change | 349,390 | $388K |
| HighTower Advisors, LLC | 0.00% | Add +733.3% | 341,139 | $376K |
| SCP Investment, LP | 0.19% | Add +120.4% | 270,888 | $301K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -85.0% | 266,424 | $296K |
| Bank of America Corp. | 0.00% | Add +131.7% | 265,038 | $294K |
| Rhumbline Advisers | 0.00% | Add +8.8% | 262,408 | $291K |
| Group One Trading LLC | 0.01% | Add +30.2% | 237,253 | $263K |
| AlTi Global, Inc. | 0.01% | No change | 217,940 | $242K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -3.8% | 210,854 | $234K |
| DNB Asset Management AS | 0.00% | Add +59.9% | 209,273 | $232K |
| Maytree Asset Management Ltd | 0.21% | Reduce -26.2% | 183,546 | $204K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | — | 172,238 | $191K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Add +2.3% | 171,054 | $190K |
| T. Rowe Price Associates Inc. | 0.00% | Add +5.1% | 166,149 | $185K |
| Raymond James & Associates | 0.00% | Add +17.9% | 158,274 | $176K |
| Swedbank AB | 0.00% | No change | 158,100 | $175K |
| Voya Investment Management LLC | 0.00% | Add +40.1% | 152,486 | $169K |
| Oppenheimer & Co. Inc. | 0.00% | Add +286.6% | 136,495 | $152K |
| Sculptor Capital LP | 0.00% | No change | 127,400 | $141K |
| Electron Capital Partners, LLC | 0.01% | Add +1.6% | 125,180 | $139K |
| Steele Capital Management, Inc. | 0.01% | No change | 125,000 | $139K |
| Cetera Investment Advisers | 0.00% | Add +4.8% | 94,974 | $105K |
| MetLife Investment Management, LLC | 0.00% | Add +50.1% | 94,190 | $105K |
| Tudor Investment Corporation | 0.00% | Reduce -65.2% | 91,608 | $102K |
| Corebridge Financial, Inc. | 0.00% | — | 81,674 | $91K |
| Balyasny Asset Management L.P. | 0.00% | New | 78,053 | $87K |
| Barclays PLC | 0.00% | Reduce -71.0% | 75,171 | $83K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -11.1% | 68,556 | $76K |
| JPMorgan Chase & Co. | 0.00% | Reduce -79.7% | 64,795 | $72K |
| New York State Common Retirement Fund | 0.00% | Add +0.1% | 59,423 | $66K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -0.2% | 56,341 | $63K |
| Advisory Services Network, LLC | 0.00% | Reduce -9.6% | 53,640 | $60K |
| Brevan Howard Capital Management LP | 0.00% | New | 46,973 | $52K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -10.6% | 46,445 | $52K |
| Creative Planning | 0.00% | Reduce -13.0% | 44,581 | $49K |
| Sei Investments Co. | 0.00% | Add +14.1% | 43,643 | $48K |
| Dynamic Technology Lab Private Ltd | 0.01% | New | 42,727 | $47K |
| State Board of Administration of Florida Retirement System | 0.00% | Add +68.6% | 40,660 | $45K |
| International Assets Investment Management, LLC | 0.00% | Add +9.2% | 40,550 | $45K |
| Sigma Planning Corp | 0.00% | Add +71.8% | 36,005 | $40K |
| Russell Investments Group, Ltd. | 0.00% | Add +7925.7% | 34,029 | $38K |
| SG Americas Securities, LLC | 0.00% | Add +73.9% | 33,666 | $37K |
| HB Wealth Management, LLC | 0.00% | Reduce -0.4% | 31,749 | $35K |
| Emfo, LLC | 0.03% | No change | 29,140 | $32K |
| Vident Advisory, LLC | 0.00% | No change | 28,564 | $32K |
| Nisa Investment Advisors, LLC | 0.00% | Add +2416.1% | 28,507 | $32K |
| Neuberger Berman Group LLC | 0.00% | Add +151.2% | 27,439 | $30K |
| National Bank of Canada | 0.00% | Add +18.3% | 28,820 | $30K |
| Aries Wealth Management | 0.01% | Add +4.0% | 26,000 | $29K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -1.5% | 25,500 | $28K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -9.9% | 24,187 | $27K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | New | 26,660 | $27K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +74.0% | 21,922 | $24K |
| Savant Capital, LLC | 0.00% | New | 20,331 | $23K |
| Victory Capital Management Inc. | 0.00% | Add +0.9% | 19,448 | $22K |
| ProShare Advisors LLC | 0.00% | Reduce -25.4% | 19,083 | $21K |
| Aberdeen Group plc | 0.00% | No change | 17,327 | $19K |
| Fisher Asset Management | 0.00% | New | 17,248 | $19K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -28.1% | 17,120 | $19K |
| Clarity Capital Partners LLC | 0.01% | Reduce -51.9% | 16,964 | $19K |
| Osaic Holdings, Inc. | 0.00% | Reduce -31.0% | 16,861 | $19K |
| Prospera Financial Services Inc | 0.00% | Reduce -18.4% | 15,152 | $17K |
| Perigon Wealth Management, LLC | 0.00% | Reduce -83.1% | 15,039 | $17K |
| MTM Investment Management, LLC | 0.01% | No change | 15,000 | $17K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -21.7% | 14,935 | $17K |
| Principal Financial Group Inc. | 0.00% | Reduce -9.6% | 14,885 | $17K |
| Gainplan LLC | 0.01% | New | 14,757 | $16K |
| Cerity Partners LLC | 0.00% | New | 14,715 | $16K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 14,154 | $16K |
| Two Sigma Advisers, LP | 0.00% | New | 13,900 | $15K |
| LPL Financial LLC | 0.00% | Reduce -48.1% | 13,756 | $15K |
| 360 Financial, Inc. | 0.01% | No change | 13,170 | $15K |
| Lazari Capital Management, Inc. | 0.01% | Reduce -4.5% | 13,074 | $15K |
| Ethic Inc. | 0.00% | New | 12,383 | $14K |
| Legal & General Group Plc | 0.00% | Reduce -89.3% | 12,311 | $14K |
| Deuterium Capital Management, LLC | 0.02% | No change | 12,000 | $13K |
| Pickering Energy Partners LP | 0.01% | Add +102.3% | 11,868 | $13K |
| IHT Wealth Management, LLC | 0.00% | Reduce -3.9% | 11,190 | $12K |
| Wealthspire Advisors, LLC | 0.00% | Add +4.7% | 11,082 | $12K |
| California State Teachers Retirement System | 0.00% | Reduce -92.5% | 11,000 | $12K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 10,523 | $12K |
| Mariner, LLC | 0.00% | Reduce -0.2% | 10,648 | $12K |
| Optas, LLC | 0.00% | New | 10,593 | $12K |
| Meridian Wealth Management, LLC | 0.00% | New | 10,375 | $12K |
| Ulland Investment Advisors, LLC | 0.01% | Reduce -79.8% | 10,000 | $11K |
| Chickasaw Capital Management LLC | 0.00% | New | 10,000 | $11K |
| Resona Asset Management Co.,Ltd. | 0.00% | Reduce -3.8% | 9,359 | $11K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +36.4% | 9,377 | $10K |
| CKW Financial Group | 0.00% | No change | 8,389 | $9K |
| Bank of Montreal | 0.00% | New | 7,077 | $8K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.00% | No change | 7,000 | $8K |
| NewEdge Advisors, LLC | 0.00% | Add +125.5% | 5,553 | $6K |
| Redwood Wealth Management Group, LLC | 0.00% | New | 5,470 | $6K |
| Amalgamated Bank | 0.00% | No change | 5,250 | $6K |
| Blue Trust, Inc. | 0.00% | No change | 2,700 | $6K |
| Cwm, LLC | 0.00% | Add +233.9% | 4,207 | $5K |
| Allworth Financial LP | 0.00% | Reduce -22.2% | 3,333 | $4K |
| Clearstead Advisors, LLC | 0.00% | No change | 2,915 | $3K |
| FMR LLC | 0.00% | Reduce -92.4% | 2,734 | $3K |
| Comerica Bank | 0.00% | No change | 2,137 | $2K |
| Smartleaf Asset Management LLC | 0.00% | New | 2,033 | $2K |
| Mather Group, Llc. | 0.00% | New | 1,000 | $2K |
| WR Wealth Planners, LLC | 0.00% | No change | 1,800 | $2K |
| US Bancorp \de | 0.00% | No change | 1,522 | $2K |
| IFP Advisors, Inc | 0.00% | No change | 1,100 | $1K |
| Capital Analysts, LLC | 0.00% | No change | 1,080 | $1K |
| Strategic Investment Solutions, Inc. | 0.00% | — | 750 | $915 |
| Financial Network Wealth Advisors LLC | 0.00% | New | 727 | $807 |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 703 | $780 |
| Cypress Capital, LLC | 0.00% | New | 700 | $777 |
| Sandy Spring Bank | 0.00% | No change | 700 | $777 |
| Janiczek Wealth Management, LLC | 0.00% | No change | 540 | $600 |
| Optimum Investment Advisors | 0.00% | No change | 500 | $555 |
| CoreCap Advisors, LLC | 0.00% | No change | 500 | $555 |
| HM Payson & Co. | 0.00% | No change | 500 | $555 |
| Geneos Wealth Management Inc. | 0.00% | No change | 500 | $555 |
| Naples Money Management LLC | 0.00% | No change | 433 | $450 |
| Harbour Investments, Inc. | 0.00% | No change | 356 | $395 |
| ORG Partners LLC | 0.00% | New | 325 | $338 |
| PSI Advisors, LLC | 0.00% | No change | 300 | $333 |
| Main Street Group, LTD | 0.00% | No change | 300 | $312 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 265 | $294 |
| GAMMA Investing LLC | 0.00% | Reduce -76.4% | 249 | $276 |
| Rise Advisors, LLC | 0.00% | No change | 236 | $262 |
| RFP Financial Group LLC | 0.00% | No change | 218 | $242 |
| Sunbelt Securities, Inc. | 0.00% | No change | 200 | $222 |
| Toronto Dominion Bank | 0.00% | No change | 157 | $175 |
| Albion Financial Group | 0.00% | No change | 135 | $150 |
| Quintet Private Bank (Europe) S.A. | 0.00% | Add +3.6% | 116 | $139 |
| Sound Income Strategies, LLC | 0.00% | No change | 100 | $111 |
| EverSource Wealth Advisors, LLC | 0.00% | New | 89 | $109 |
| Rothschild Investment LLC | 0.00% | New | 65 | $72 |
| Missouri Trust & Investment Co | 0.00% | No change | 55 | $61 |
| Gradient Investments LLC | 0.00% | New | 52 | $58 |
| Aviso Financial Inc. | 0.00% | — | 50 | $55 |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 17 | $19 |
| Balefire, LLC | 0.00% | No change | 5 | $6 |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 200 | $0 |
| Covestor Ltd | 0.00% | Add +145.0% | 49 | $0 |
"% of holder's portfolio" is STEM's weight in each manager's 13F, not the share of Stem Inc. the manager owns.