🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →

STMicroelectronics N.V.

STM Technology
$54.29 +$0.37 (0.69%)
Market Cap: $48.19 B
Gurus Holding
11
Popularity Rank
#353
% of Shares Held
0.87%
Net Activity (Q2 2026)
+$260.34 M

Guru Ownership Trend

Guru Analysis for STMicroelectronics N.V. (STM)

STMicroelectronics N.V. (STM), a key player in the Technology sector, continues to attract institutional attention.

As of Q2 2026, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $421.12 M.

Top institutional holders include Steven Cohen and Stanley Druckenmiller.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $260.34 M net inflow during the quarter.

Recent activity highlights Steven Cohen who increased their stake by 707.3%. Conversely, Jeremy Grantham reduced exposure by 18.7%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$274.83 M
Total Buy Value
New Buys 6
Additions 3
-$14.49 M
Total Sell Value
Reductions 1
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
2
Net Buyers
9

FAQs for STMicroelectronics N.V. (STM)

Major holders include Steven Cohen ($232.49 M), Stanley Druckenmiller ($232.38 M), Jeremy Grantham ($58.56 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 7.76 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $260.34 M, with 9 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 1 fully exited STM. The total reported sell value was $14.49 M.

Yes, 6 managers opened new positions in STM, and 3 increased their existing holdings. The total reported buy value was $274.83 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.26% Add 707.3% 3,104,441 $232.49 M Q2 2026
4.46% Add 18.8% 3,102,880 $232.38 M Q2 2026
0.13% Reduce -18.7% 781,931 $58.56 M Q2 2026
0.03% New Buy 332,974 $24.54 M Q2 2026
0.01% Add 33.0% 196,495 $14.72 M Q2 2026
0.04% New Buy 154,450 $5.34 M Q1 2026
0.06% New Buy 50,000 $3.74 M Q2 2026
0.02% New Buy 18,322 $1.37 M Q2 2026
0.01% New Buy 11,010 $824,539 Q2 2026
0.00% New Buy 4,240 $317,562 Q2 2026
0.00% New Buy 47 $3,515 Q2 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form