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, Q1 2023
Institutional positions in Stellar Bancorp, Inc. as of Mar 31, 2023. 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
- 152
- −14 vs. Q4 2022
- Shares held
- 27.5M
- +153.2K (+0.6%) vs. Q4 2022
- Total value
- $675.6M
- −$127.1M (−15.8%) vs. Q4 2022
- New holders
- 16
- 50 more added
- Sold out
- 30
- 56 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Stellar Bancorp, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 7,302,740 | $179.7M | 0.01% | +54,274+0.7% | Added |
| Vanguard Group Inc | 3,093,220 | $76.1M | 0.00% | +113,830+3.8% | Added |
| Dimensional Fund Advisors LP | 2,171,346 | $53.4M | 0.02% | −2,227−0.1% | Reduced |
| State Street Corp | 1,774,232 | $43.7M | 0.00% | −53,356−2.9% | Reduced |
| King Luther Capital Management Corp | 1,231,612 | $30.3M | 0.16% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 896,408 | $22.1M | 0.00% | +31,760+3.7% | Added |
| Northern Trust Corp | 858,605 | $21.1M | 0.00% | −68,006−7.3% | Reduced |
| Stieven Capital Advisors, L.P. | 573,799 | $14.1M | 3.70% | +28,120+5.2% | Added |
| FJ Capital Management LLC | 547,035 | $13.5M | 1.67% | +547,035 | New |
| Bank of New York Mellon Corp | 443,458 | $10.9M | 0.00% | −7,601−1.7% | Reduced |
| Invesco Ltd. | 391,423 | $9.63M | 0.00% | −48,722−11.1% | Reduced |
| Kennedy Capital Management, Inc. | 378,536 | $9.32M | 0.27% | +355,933+1,574.7% | Added |
| Basswood Capital Management, L.L.C. | 366,659 | $9.02M | 0.63% | −65,940−15.2% | Reduced |
| Morgan Stanley | 363,291 | $8.94M | 0.00% | −24,322−6.3% | Reduced |
| Wellington Management Group LLP | 343,163 | $8.45M | 0.00% | −14,326−4.0% | Reduced |
| Charles Schwab Investment Management Inc | 339,378 | $8.35M | 0.00% | +8,140+2.5% | Added |
| Truist Financial Corp | 273,228 | $6.72M | 0.01% | +37,841+16.1% | Added |
| Principal Financial Group Inc | 271,981 | $6.69M | 0.00% | +1280.0% | Added |
| Alliancebernstein L.P. | 259,119 | $6.38M | 0.00% | +18,439+7.7% | Added |
| Integrated Wealth Concepts LLC | 258,696 | $6.37M | 0.13% | 00.0% | Unchanged |
| FOCUS Wealth Advisors, LLC | 256,411 | $6.31M | 4.14% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 221,605 | $5.45M | 0.00% | +44,395+25.1% | Added |
| GWM Advisors LLC | 205,097 | $5.05M | 0.06% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 200,886 | $4.94M | 0.02% | −220.0% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 226,760 | $4.94M | 2.25% | +482+0.2% | Added |
| Callahan Advisors, LLC | 182,260 | $4.49M | 0.58% | +182,260 | New |
| Royal Bank of Canada | 180,918 | $4.45M | 0.00% | −51,666−22.2% | Reduced |
| Ameriprise Financial Inc | 173,810 | $4.28M | 0.00% | −10,492−5.7% | Reduced |
| Crestmont Private Wealth LLC | 170,902 | $4.21M | 2.75% | −11,221−6.2% | Reduced |
| Nuveen Asset Management, LLC | 161,996 | $3.99M | 0.00% | −28,764−15.1% | Reduced |
| Avidian Wealth Solutions, LLC | 149,229 | $3.67M | 0.20% | 00.0% | Unchanged |
| Royce & Associates LP | 142,716 | $3.51M | 0.04% | −7,500−5.0% | Reduced |
| Prospector Partners LLC | 140,328 | $3.45M | 0.50% | +6,280+4.7% | Added |
| Rhumbline Advisers | 139,091 | $3.42M | 0.00% | +8,649+6.6% | Added |
| Elizabeth Park Capital Advisors, Ltd. | 120,000 | $2.95M | 1.90% | 00.0% | Unchanged |
| Legal & General Group Plc | 110,956 | $2.73M | 0.00% | +4,046+3.8% | Added |
| Argent Trust Co | 98,668 | $2.43M | 0.15% | −2,035−2.0% | Reduced |
| Swiss National Bank | 95,962 | $2.36M | 0.00% | −12,400−11.4% | Reduced |
| Segment Wealth Management, LLC | 79,605 | $1.96M | 0.22% | +270.0% | Added |
| Public Sector Pension Investment Board | 79,165 | $1.95M | 0.01% | −1,708−2.1% | Reduced |
| Millennium Management LLC | 69,179 | $1.70M | 0.00% | −37,399−35.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 64,748 | $1.59M | 0.03% | −425−0.7% | Reduced |
| Teton Advisors, Inc. | 64,500 | $1.59M | 0.42% | 00.0% | Unchanged |
| Bank of America Corp | 63,713 | $1.57M | 0.00% | +4,696+8.0% | Added |
| Goldman Sachs Group Inc | 60,157 | $1.48M | 0.00% | +11,108+22.6% | Added |
| California State Teachers Retirement System | 55,921 | $1.38M | 0.00% | −1,042−1.8% | Reduced |
| Linden Thomas Advisory Services, LLC | 49,096 | $1.21M | 0.30% | +3,730+8.2% | Added |
| Beacon Pointe Advisors, LLC | 48,858 | $1.20M | 0.02% | −44−0.1% | Reduced |
| Renaissance Technologies LLC | 48,196 | $1.19M | 0.00% | −4,914−9.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 47,660 | $1.17M | 0.01% | +85+0.2% | Added |
| Thrivent Financial for Lutherans | 44,607 | $1.10M | 0.00% | −991−2.2% | Reduced |
| Prudential Financial Inc | 44,129 | $1.09M | 0.00% | −117,515−72.7% | Reduced |
| UBS Asset Management Americas Inc | 41,152 | $1.01M | 0.00% | +1,639+4.1% | Added |
| EJF Capital LLC | 40,978 | $1.01M | 0.38% | −16,203−28.3% | Reduced |
| Texas Permanent School Fund | 40,367 | $993.4K | 0.01% | +10,481+35.1% | Added |
| Susquehanna International Group, LLP | 39,356 | $968.6K | 0.00% | +19,269+95.9% | Added |
| Credit Suisse AG | 39,327 | $967.8K | 0.00% | +3,466+9.7% | Added |
| Academy Capital Management Inc | 38,246 | $941.0K | 0.20% | 00.0% | Unchanged |
| Barclays PLC | 37,295 | $917.8K | 0.00% | +4,373+13.3% | Added |
| Los Angeles Capital Management LLC | 36,199 | $890.9K | 0.00% | −381−1.0% | Reduced |
| Creative Planning | 35,310 | $869.0K | 0.00% | +825+2.4% | Added |
| SFMG, LLC | 33,278 | $819.0K | 0.09% | 00.0% | Unchanged |
| UBS Group AG | 32,622 | $802.8K | 0.00% | +10,896+50.2% | Added |
| John W. Rosenthal Capital Management, Inc. | 32,500 | $800.0K | 0.90% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 32,243 | $793.5K | 0.00% | +20,384+171.9% | Added |
| State of Alaska, Department of Revenue | 30,811 | $758.0K | 0.01% | −144−0.5% | Reduced |
| Deutsche Bank AG | 27,894 | $686.5K | 0.00% | +8,586+44.5% | Added |
| Citadel Advisors LLC | 27,848 | $685.3K | 0.00% | −49,010−63.8% | Reduced |
| Yousif Capital Management, LLC | 27,078 | $666.4K | 0.01% | −2,955−9.8% | Reduced |
| State of Tennessee, Treasury Department | 26,858 | $661.0K | 0.00% | +7,999+42.4% | Added |
| First Trust Advisors LP | 26,136 | $643.2K | 0.00% | −16,541−38.8% | Reduced |
| American International Group, Inc. | 24,747 | $609.0K | 0.00% | +418+1.7% | Added |
| MetLife Investment Management | 24,511 | $603.2K | 0.00% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 24,007 | $591.0K | 0.01% | +6,130+34.3% | Added |
| Advisor Group Holdings, Inc. | 24,546 | $580.4K | 0.00% | −240−1.0% | Reduced |
| Cetera Investment Advisers | 23,558 | $579.8K | 0.01% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 23,466 | $577.5K | 0.03% | −1,115−4.5% | Reduced |
| New York State Common Retirement Fund | 23,190 | $570.7K | 0.00% | −9,672−29.4% | Reduced |
| Stephens Inc | 23,080 | $568.0K | 0.01% | +23,080 | New |
| American Century Companies Inc | 23,004 | $565.4K | 0.00% | −11,505−33.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 22,333 | $549.6K | 0.04% | 00.0% | Unchanged |
| Inscription Capital, LLC | 21,368 | $525.9K | 0.14% | −14,092−39.7% | Reduced |
| Louisiana State Employees Retirement System | 21,000 | $516.8K | 0.01% | −100−0.5% | Reduced |
| Citigroup Inc | 20,583 | $506.5K | 0.00% | −6,653−24.4% | Reduced |
| Fayez Sarofim & Co | 20,263 | $498.7K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 19,901 | $489.8K | 0.00% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 19,800 | $487.3K | 0.00% | +5,375+37.3% | Added |
| Janus Henderson Group PLC | 19,772 | $486.3K | 0.00% | +10,733+118.7% | Added |
| Voya Investment Management LLC | 19,070 | $469.3K | 0.00% | −195−1.0% | Reduced |
| Amalgamated Bank | 18,932 | $466.0K | 0.00% | −1,301−6.4% | Reduced |
| Manufacturers Life Insurance Company, The | 18,753 | $461.5K | 0.00% | +791+4.4% | Added |
| Icon Wealth Partners, LLC | 18,335 | $451.2K | 0.05% | +18,335 | New |
| Bridgeway Capital Management, LLC | 18,206 | $448.1K | 0.01% | −77,053−80.9% | Reduced |
| Maryland State Retirement & Pension System | 18,126 | $446.1K | 0.01% | −328−1.8% | Reduced |
| Buckingham Strategic Wealth, LLC | 14,321 | $421.9K | 0.01% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 14,040 | $413.6K | 0.15% | 00.0% | Unchanged |
| Victory Capital Management Inc | 15,934 | $392.1K | 0.00% | +7,704+93.6% | Added |
| HRT Financial LP | 15,748 | $387.0K | 0.00% | +15,748 | New |
| SG Americas Securities, LLC | 15,436 | $380.0K | 0.01% | +15,436 | New |
| Walleye Capital LLC | 15,387 | $378.7K | 0.01% | +15,387 | New |