Stmicroelectronics Nv-ny Shs (STM) — Institutional Investor Activity (Q2 2026)

STM ranks #928 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

STM is a disclosed holding of Ken Griffin (Citadel Advisors LLC), one of the tracked superinvestors on AlphaSMO — it makes up 0.1% of that fund's own 13F portfolio.

STM is a top-conviction position for E20 Capital Ltd — at 12.8% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in STM belongs to Van Eck Associates CORP, but the position matters far more to E20 Capital Ltd, who has 12.8% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Van Eck Associates CORP has added to its STM position for two straight quarters, increasing it by $778.2M to reach $1.1B today.

Brandes Investment Partners, LP has trimmed its STM position for two straight quarters, cutting it by $38.7M while still holding $2.0M.

STM is up 1.5% today, and institutions have been net buyers of $5.2B this quarter — today's price move and the underlying institutional flow are pointing the same direction.

STM closed its latest fiscal year with net income of $166.0M.

• Profitable — net income of $166.0M in the latest fiscal year
• Revenue declined 11.1% year over year
• Net income declined year over year, from $1.6B to $166.0M
• Generated $2.2B in positive operating cash flow
• Current ratio of 3.36x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.37x equity — within a conventional range