Institutional Ownership Stem, Inc. (STEM)
This table provides information about the institutional ownership of Stem, Inc. (STEM). We have compiled data on the 167 institutions that hold shares in the stock, with a total of 46.8 Million shares, which have been reported (via 13F filing form) to have a value of $434 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
11,145
shares
|
$103,314
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Prudential Financial Inc
Newark, NJ |
May 13, 2025 Q1 2025 |
11,110
shares
|
$102,989
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
11,051
shares
|
$102,442
0.0% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
11,021
shares
|
$102,164
0.0% of portfolio
|
Q1 2025
Added 4.07%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
May 15, 2025 Q1 2025 |
11,000
shares
|
$101,970
0.0% of portfolio
|
Q2 2024
Reduced 92.54%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
10,886
shares
|
$100,913
0.0% of portfolio
|
Q4 2024
Added 34.85%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
10,587
shares
|
$98,141
0.0% of portfolio
|
Q1 2025
Reduced 78.56%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Apr 28, 2025 Q1 2025 |
10,000
shares
|
$92,700
0.0% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
10,000
shares
|
$92,700
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
9,522
shares
|
$88,268
0.0% of portfolio
|
Q4 2024
Reduced 9.5%
|
|
|
Amalgamated Bank
New York, NY |
Apr 25, 2025 Q1 2025 |
5,250
shares
|
$48,667
0.0% of portfolio
|
Q1 2024
Reduced 59.22%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
4,885
shares
|
$45,283
0.0% of portfolio
|
Q1 2025
Added 103.12%
|
|
|
Ckw Financial Group
|
May 16, 2025 Q1 2025 |
3,872
shares
|
$35,893
0.0% of portfolio
|
Q3 2024
Reduced 53.84%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
3,507
shares
|
$32,509
0.0% of portfolio
|
Q1 2025
Added 47.79%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
3,000
shares
|
$27,810
0.0% of portfolio
|
Q2 2022
Added 50.0%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
2,915
shares
|
$27,022
0.0% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
2,728
shares
|
$25,288
0.0% of portfolio
|
Q1 2025
Reduced 47.09%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
2,308
shares
|
$21,395
0.0% of portfolio
|
Q4 2024
Added 361.6%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
2,282
shares
|
$21,154
0.0% of portfolio
|
Q1 2025
Added 156.12%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
May 15, 2025 Q1 2025 |
1,746
shares
|
$16,185
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
1,637
shares
|
$15,174
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
1,600
shares
|
$14,832
0.0% of portfolio
|
Q4 2024
Reduced 11.11%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
1,522
shares
|
$14,108
0.0% of portfolio
|
Q1 2024
Reduced 57.68%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
1,393
shares
|
$12,913
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
1,386
shares
|
$12,848
0.0% of portfolio
|
Q1 2025
New holding
|