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

STMicroelectronics N.V.

STM Technology
$52.74 +$0.81 (1.56%)
Market Cap: $46.5 B
Gurus Holding
12
Popularity Rank
#260
% of Shares Held
0.92%
Net Activity (Q2 2026)
+$293.36 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 12 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $432.35 M.

Top institutional holders include Steven Cohen and Stanley Druckenmiller.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $293.36 M net inflow during the quarter.

Recent activity highlights Steven Cohen who increased their stake by 707.3%. Conversely, Jefferies Group reduced exposure by 77.2%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$316.78 M
Total Buy Value
New Buys 7
Additions 3
-$23.42 M
Total Sell Value
Reductions 2
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
3
Net Buyers
10

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, 12 tracked investment managers collectively hold approximately 8.2 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $293.36 M, with 10 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited STM. The total reported sell value was $23.42 M.

Yes, 7 managers opened new positions in STM, and 3 increased their existing holdings. The total reported buy value was $316.78 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
0.76% New Buy 560,060 $41.94 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
0.06% New Buy 50,000 $3.74 M Q2 2026
0.02% Reduce -77.2% 35,297 $2.64 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