Stellar Bancorp, Inc.
STELDelisted Jul 1, 2026- Industry
- National Commercial Banks
- SEC CIK
- 0001473844
Stellar Bancorp, Inc. was delisted on Jul 1, 2026; its insiders filed their last Form 4 on Jul 1, 2026; 213 institutions reported holding it in 13F filings for Q2 2026, worth $1.28B in total; no superinvestor held it.
13F holders, Q4 2022
Institutional positions in Stellar Bancorp, Inc. as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 168
- +58 vs. Q3 2022
- Shares held
- 27.4M
- +14.9M (+119.1%) vs. Q3 2022
- Total value
- $804.1M
- +$439.0M (+120.2%) vs. Q3 2022
- New holders
- 81
- 66 more added
- Sold out
- 23
- 16 more reduced
1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting STEL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 213 | $1.28B |
| Q1 2026 | 229 | $1.22B |
| Q4 2025 | 194 | $980.6M |
| Q3 2025 | 191 | $958.2M |
| Q2 2025 | 184 | $866.7M |
| Q1 2025 | 189 | $831.8M |
| Q4 2024 | 180 | $865.1M |
| Q3 2024 | 175 | $758.2M |
| Q2 2024 | 164 | $664.0M |
| Q1 2024 | 165 | $691.3M |
| Q4 2023 | 160 | $803.5M |
| Q3 2023 | 151 | $582.0M |
| Q2 2023 | 153 | $630.8M |
| Q1 2023 | 152 | $675.6M |
| Q4 2022 | 168 | $804.1M |
| Q3 2022 | 111 | $365.1M |
| Q2 2022 | 99 | $303.6M |
| Q1 2022 | 96 | $351.7M |
| Q4 2021 | 89 | $302.5M |
| Q3 2021 | 76 | $252.4M |
| Q2 2021 | 84 | $263.6M |
| Q1 2021 | 87 | $280.0M |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Stellar Bancorp, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SFMG, LLC | 33,278 | $980.4K | 0.11% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 34,472 | $1.02M | 0.00% | −23,571−40.6% | Reduced |
| Creative Planning | 34,485 | $1.02M | 0.00% | −727−2.1% | Reduced |
| American Century Companies Inc | 34,509 | $1.02M | 0.00% | +34,509 | New |
| Inscription Capital, LLC | 35,460 | $1.04M | 0.36% | +35,460 | New |
| Credit Suisse AG | 35,861 | $1.06M | 0.00% | +22,158+161.7% | Added |
| Los Angeles Capital Management LLC | 36,580 | $1.08M | 0.01% | −18,678−33.8% | Reduced |
| Academy Capital Management Inc | 38,246 | $1.13M | 0.24% | +38,246 | New |
| UBS Asset Management Americas Inc | 39,513 | $1.16M | 0.00% | +27,508+229.1% | Added |
| First Trust Advisors LP | 42,677 | $1.26M | 0.00% | +33,362+358.2% | Added |
| Campbell Newman Asset Management Inc | 43,486 | $1.28M | 0.13% | +43,486 | New |
| Linden Thomas Advisory Services, LLC | 45,366 | $1.34M | 0.38% | +45,366 | New |
| Thrivent Financial for Lutherans | 45,598 | $1.34M | 0.00% | −821−1.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 47,575 | $1.40M | 0.01% | +47,575 | New |
| Beacon Pointe Advisors, LLC | 48,902 | $1.44M | 0.03% | +48,902 | New |
| Goldman Sachs Group Inc | 49,049 | $1.44M | 0.00% | −26,322−34.9% | Reduced |
| WJ Interests, LLC | 50,688 | $1.49M | 1.24% | +50,688 | New |
| Renaissance Technologies LLC | 53,110 | $1.56M | 0.00% | +2,300+4.5% | Added |
| California State Teachers Retirement System | 56,963 | $1.68M | 0.00% | +56,963 | New |
| EJF Capital LLC | 57,181 | $1.68M | 0.53% | +57,181 | New |
| Bank of America Corp | 59,017 | $1.74M | 0.00% | +37,237+171.0% | Added |
| Jacobs Levy Equity Management, Inc | 59,439 | $1.75M | 0.01% | +19,882+50.3% | Added |
| Two Sigma Investments, LP | 64,140 | $1.89M | 0.01% | −51,775−44.7% | Reduced |
| Teton Advisors, Inc. | 64,500 | $1.90M | 0.49% | +64,500 | New |
| Steward Partners Investment Advisory, LLC | 65,173 | $1.92M | 0.03% | +65,173 | New |
| Two Sigma Advisers, LP | 74,656 | $2.20M | 0.01% | −43,353−36.7% | Reduced |
| Citadel Advisors LLC | 76,858 | $2.26M | 0.00% | +30,181+64.7% | Added |
| Segment Wealth Management, LLC | 79,578 | $2.34M | 0.27% | +79,578 | New |
| Public Sector Pension Investment Board | 80,873 | $2.38M | 0.02% | −1,727−2.1% | Reduced |
| Bridgeway Capital Management, LLC | 95,259 | $2.81M | 0.07% | +95,259 | New |
| Argent Trust Co | 100,703 | $2.97M | 0.20% | −2,175−2.1% | Reduced |
| Millennium Management LLC | 106,578 | $3.14M | 0.00% | +96,357+942.7% | Added |
| Legal & General Group Plc | 106,910 | $3.15M | 0.00% | +64,036+149.4% | Added |
| Swiss National Bank | 108,362 | $3.19M | 0.00% | +67,704+166.5% | Added |
| Elizabeth Park Capital Advisors, Ltd. | 120,000 | $3.54M | 1.58% | +120,000 | New |
| Rhumbline Advisers | 130,442 | $3.84M | 0.01% | +92,368+242.6% | Added |
| Prospector Partners LLC | 134,048 | $3.95M | 0.54% | +22,795+20.5% | Added |
| Nuveen Asset Management, LLC | 190,760 | $4.26M | 0.00% | +190,760 | New |
| Avidian Wealth Solutions, LLC | 149,229 | $4.40M | 0.29% | +15,689+11.7% | Added |
| Royce & Associates LP | 150,216 | $4.43M | 0.05% | +150,216 | New |
| Prudential Financial Inc | 161,644 | $4.76M | 0.01% | +149,219+1,201.0% | Added |
| JPMorgan Chase & Co | 177,210 | $5.22M | 0.00% | +166,939+1,625.3% | Added |
| Crestmont Private Wealth LLC | 182,123 | $5.37M | 3.67% | +182,123 | New |
| Ameriprise Financial Inc | 184,302 | $5.43M | 0.00% | +5,693+3.2% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 226,278 | $5.85M | 2.57% | +23,240+11.4% | Added |
| Mercer Global Advisors Inc | 200,908 | $5.92M | 0.03% | +200,908 | New |
| GWM Advisors LLC | 205,097 | $6.04M | 0.16% | +205,097 | New |
| Clarus Group, Inc. | 223,943 | $6.60M | 5.79% | 00.0% | Unchanged |
| Royal Bank of Canada | 232,584 | $6.85M | 0.00% | +224,890+2,922.9% | Added |
| Truist Financial Corp | 235,387 | $6.93M | 0.01% | +82,987+54.5% | Added |
| Alliancebernstein L.P. | 240,680 | $7.09M | 0.00% | +39,315+19.5% | Added |
| FOCUS Wealth Advisors, LLC | 256,411 | $7.55M | 5.22% | +256,411 | New |
| Integrated Wealth Concepts LLC | 258,696 | $7.62M | 0.21% | +258,696 | New |
| Principal Financial Group Inc | 271,853 | $8.01M | 0.01% | −4,722−1.7% | Reduced |
| Charles Schwab Investment Management Inc | 331,238 | $9.76M | 0.00% | +200,153+152.7% | Added |
| Wellington Management Group LLP | 357,489 | $10.5M | 0.00% | +357,489 | New |
| Morgan Stanley | 387,613 | $11.4M | 0.00% | +186,132+92.4% | Added |
| Basswood Capital Management, L.L.C. | 432,599 | $12.7M | 0.94% | +298,518+222.6% | Added |
| Invesco Ltd. | 440,145 | $13.0M | 0.00% | +340,222+340.5% | Added |
| Bank of New York Mellon Corp | 451,059 | $13.3M | 0.00% | +300,729+200.0% | Added |
| Stieven Capital Advisors, L.P. | 545,679 | $16.1M | 2.89% | +84,364+18.3% | Added |
| Geode Capital Management, LLC | 864,648 | $25.5M | 0.00% | +522,456+152.7% | Added |
| Northern Trust Corp | 926,611 | $27.3M | 0.01% | +742,640+403.7% | Added |
| King Luther Capital Management Corp | 1,231,612 | $36.3M | 0.20% | +1,189+0.1% | Added |
| State Street Corp | 1,827,588 | $53.8M | 0.00% | +1,168,694+177.4% | Added |
| Dimensional Fund Advisors LP | 2,173,573 | $64.0M | 0.02% | +1,558,927+253.6% | Added |
| Vanguard Group Inc | 2,979,390 | $87.8M | 0.00% | +1,891,619+173.9% | Added |
| BlackRock Inc. | 7,248,466 | $213.5M | 0.01% | +4,193,289+137.3% | Added |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −411,000−100.0% | Sold out |
| Highland Capital Management Fund Advisors, L.P. | 0 | $0 | 0.00% | −210,967−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −110,181−100.0% | Sold out |
| Mount Capital Ltd | 0 | $0 | 0.00% | −77,447−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −68,083−100.0% | Sold out |
| Yakira Capital Management, Inc. | 0 | $0 | 0.00% | −57,126−100.0% | Sold out |
| Callahan Advisors, LLC | 0 | $0 | 0.00% | −54,587−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −41,487−100.0% | Sold out |
| Banc Funds Co LLC | 0 | $0 | 0.00% | −32,700−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −28,221−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −25,917−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −20,213−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −16,238−100.0% | Sold out |
| Fourthstone LLC | 0 | $0 | 0.00% | −12,046−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −8,985−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −8,340−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −7,600−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −7,253−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −7,241−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −7,083−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −4,397−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −1,040−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |