Institutional Ownership Stem, Inc. (STEM)
This table provides information about the institutional ownership of Stem, Inc. (STEM). We have compiled data on the 32 institutions that hold shares in the stock, with a total of 13.5 Million shares, which have been reported (via 13F filing form) to have a value of $187 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
10,904,451
shares
|
$151 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.55%
|
|
|
Autonomy Capital (Jersey) L.P.
St. Helier, Y9 |
Feb 14, 2024 Q4 2023 |
959,037
shares
|
$13.3 Million
7.29% of portfolio
|
Q3 2023
Reduced 17.28%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
560,885
shares
|
$7.77 Million
0.0% of portfolio
|
Q1 2024
Reduced 25.71%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
228,024
shares
|
$3.16 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
217,940
shares
|
$3.02 Million
0.04% of portfolio
|
Q3 2022
Reduced 8.61%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
163,809
shares
|
$2.27 Million
0.0% of portfolio
|
Q3 2024
Added 3.5%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
153,585
shares
|
$2.13 Million
0.36% of portfolio
|
Q4 2022
Reduced 78.06%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
71,793
shares
|
$995,050
0.0% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
65,561
shares
|
$908,675
0.01% of portfolio
|
Q1 2023
Added 1.51%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
33,249
shares
|
$460,831
0.0% of portfolio
|
Q3 2024
Reduced 92.99%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
29,140
shares
|
$403,880
0.03% of portfolio
|
Q1 2023
Added 52.25%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
21,826
shares
|
$302,508
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Swisspartners Ltd.
Vaduz, N2 |
Feb 14, 2023 Q4 2022 |
20,000
shares
|
$277,200
0.23% of portfolio
|
Q1 2022
Added 641.84%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Aug 14, 2025 Q2 2025 |
11,847
shares
|
$164,199
0.02% of portfolio
|
Q2 2025
Reduced 97.84%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
9,522
shares
|
$131,974
0.0% of portfolio
|
Q4 2024
Reduced 9.5%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
3,000
shares
|
$41,580
0.0% of portfolio
|
Q2 2022
Added 50.0%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
1,600
shares
|
$22,176
0.0% of portfolio
|
Q4 2024
Reduced 11.11%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
750
shares
|
$10,395
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
540
shares
|
$7,484
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
500
shares
|
$6,930
0.0% of portfolio
|
Q2 2022
Reduced 36.31%
|
|
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
May 13, 2025 Q1 2025 |
500
shares
|
$6,930
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
450
shares
|
$6,237
0.0% of portfolio
|
Q1 2023
Added 50.0%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
394
shares
|
$5,460
0.0% of portfolio
|
Q2 2025
Added 294.0%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
233
shares
|
$3,229
0.0% of portfolio
|
Q3 2024
Reduced 46.19%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
200
shares
|
$2,772
0.0% of portfolio
|
Q3 2021
Added 33.33%
|