STM — STMICROELECTRONICS N V
Public company
InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.
Sourced from SEC EDGAR public filings
Why are billionaires buying STM?
Built from public SEC filings and public economic data. Not a recommendation.
Why? — Evidence & Confidence ▾
Of 3 tracked investors who changed their STM position last quarter, 3 bought and 0 sold (100% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 56/100 in a Overheat regime). 1 congressional purchase, 0 sales disclosed in the last 6 months.
- +3 tracked investors added or increased positions last quarter (Leopold Aschenbrenner, George Soros, Stanley Druckenmiller)
- +6 tracked investors reported holding STM at their latest filing
- +Macro Health is 56/100 in a Overheat regime — historically acceptable for this sectorsource
- −13F data is disclosed up to 45 days after quarter end — positions may have changed since
- · 13F disclosure lag (up to 45 days)
- · Tracked investors are a sample, not the whole market
- · Sector regime fit is a historical average, not a guarantee
Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/18/2026.
About STMICROELECTRONICS N V (STM)
STMICROELECTRONICS N V (STM) appears in the most recent 13F filings of 6 tracked institutional investors. The largest disclosed position is held by Leopold Aschenbrenner (Situational Awareness LP), valued at $584M. Across recent filings, tracked investors recorded 3 new positions, 2 increased, 0 reduced, and 0 exited. All data sourced from SEC 13F filings.
Based on recent institutional activity in STM
How many top investors track STM
Several tracked investors have exposure.
STM Ownership Composition
How STMICROELECTRONICS N V is held across tracked investor types, based on reported 13F positions.
- Multi-Strategy / Quant54.3%
- Other32.6%
- Macro13.1%
Tracked investors currently reporting STM
1 tracked investor has since exited this position — listed separately below.
- Leopold AschenbrennerJun 30, 2026Situational Awareness LPShares7.8MValue$584.3M% Portfolio2.89%
- Ken GriffinJun 30, 2026Citadel AdvisorsShares6.7MValue$500.8M% Portfolio0.06%
- Steve CohenJun 30, 2026Point72 Asset ManagementShares3.2MValue$237.8M% Portfolio0.26%
- Izzy EnglanderJun 30, 2026Millennium ManagementShares3.1MValue$233.8M% Portfolio0.08%
- Stanley DruckenmillerJun 30, 2026Duquesne Family OfficeShares3.1MValue$232.4M% Portfolio4.46%
- George SorosJun 30, 2026Soros Fund ManagementShares18.3KValue$1.4M% Portfolio0.02%
Previously held STM
These investors reported STM in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.
| Investor | Firm | Last reported shares | Value then | Last held |
|---|---|---|---|---|
| Paul Tudor Jones | Tudor Investment Corp | 133.4K | $3.8M | Sep 30, 2025 |
Recent activity
- $584.3MAug 14, 2026
- New$1.4MAug 14, 2026
- $20.1MFeb 17, 2026
- Increased$90.3M(237.78%)May 15, 2026
- Increased$232.4M(18.75%)Aug 14, 2026
Frequently asked questions
- How many institutional investors hold STM?
- 6 tracked institutional investors disclosed a position in STM (STMICROELECTRONICS N V) in their most recent 13F filing.
- Who is the largest institutional holder of STM?
- Leopold Aschenbrenner, Situational Awareness LP, holds the largest disclosed position in STM, valued at $584M.
- Did institutional ownership of STM increase or decrease?
- Across recent 13F filings, tracked investors recorded 3 new positions, 2 increased, 0 reduced, and 0 fully exited STM.
- Where does this STM ownership data come from?
- SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.