Who Owns Stem Stock?
NYSE: STEMTechnologyEDP ServicesUSD
At close: Oct 8, 4:00 PM ET · Delayed 15 min
Pre-market: 4.31 +2.50%
Ownership breakdown
- Held by institutions
- 25.36%
- Held by insiders
- 2.32%
- Institutional holders
- 94
- Institutions 25.4%
- Insiders 2.3%
- Public and other 72.3%
Who owns Stem stock?
Institutional investors own about 25.4% of Stem's shares, spread across 94 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 2.32% of STEM.
The largest institutional holders are Marshall Wace LLP (4.21%), Vanguard Capital Management LLC (3.75%) and Blackrock Inc. (1.71%). Together, the top 10 institutions control 16.4% of shares outstanding. In their latest filings, 8 of the top 10 institutions increased their STEM positions and 2 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of STEM
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Marshall Wace LLP | 405.61K | 4.21% | +39.2% |
| Vanguard Capital Management LLC | 361.25K | 3.75% | +5.1% |
| Blackrock Inc. | 164.48K | 1.71% | +22.1% |
| Trexquant Investment, LP | 110.64K | 1.15% | +20.7% |
| Two Sigma Investments, LP | 103.23K | 1.07% | -41.1% |
| GSA Capital Partners LLP | 102.32K | 1.06% | -5.7% |
| BNP Paribas Financial Markets | 93.09K | 0.97% | +75.3% |
| Geode Capital Management, LLC | 93.01K | 0.97% | +1.1% |
| Acadian Asset Management. LLC | 74.65K | 0.78% | +606.7% |
| Renaissance Technologies, LLC | 66.48K | 0.69% | +13.5% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of STEM
| Fund | Shares | % Held |
|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 245.99K | 2.56% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 96.28K | 1.00% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | 46.36K | 0.48% |
| Bridgeway Funds, Inc.-Ultra-Small Company Fund | 44.00K | 0.46% |
| Cohen & Steers Infrastructure Fund Inc | 31.89K | 0.33% |
| iShares Trust-iShares Micro-Cap ETF | 27.80K | 0.29% |
| TR PRICE-Price (T.Rowe) U.S. Equities Trust | 17.14K | 0.18% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | 14.95K | 0.16% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | 12.74K | 0.13% |
| T. ROWE PRICE INDEX TRT, INC.-T. Rowe Price Extended Eqy. Market Index | 9.51K | 0.10% |
Frequently asked questions
Who is the largest shareholder of Stem?
Marshall Wace LLP is the largest institutional shareholder of STEM, owning 4.21% of shares outstanding (405.61K shares) as of its latest 13F filing.
What percentage of Stem is owned by institutions?
Institutions own about 25.4% of STEM shares and 26.0% of the public float.
How much of Stem do insiders own?
Insiders, such as officers and directors, own about 2.32% of STEM shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.