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 |
|---|---|---|---|---|---|
| Prudential Financial Inc | 44,129 | $1.09M | 0.00% | −117,515−72.7% | Reduced |
| Thrivent Financial for Lutherans | 44,607 | $1.10M | 0.00% | −991−2.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 47,660 | $1.17M | 0.01% | +85+0.2% | Added |
| Renaissance Technologies LLC | 48,196 | $1.19M | 0.00% | −4,914−9.3% | Reduced |
| Beacon Pointe Advisors, LLC | 48,858 | $1.20M | 0.02% | −44−0.1% | Reduced |
| Linden Thomas Advisory Services, LLC | 49,096 | $1.21M | 0.30% | +3,730+8.2% | Added |
| California State Teachers Retirement System | 55,921 | $1.38M | 0.00% | −1,042−1.8% | Reduced |
| Goldman Sachs Group Inc | 60,157 | $1.48M | 0.00% | +11,108+22.6% | Added |
| Bank of America Corp | 63,713 | $1.57M | 0.00% | +4,696+8.0% | Added |
| Teton Advisors, Inc. | 64,500 | $1.59M | 0.42% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 64,748 | $1.59M | 0.03% | −425−0.7% | Reduced |
| Millennium Management LLC | 69,179 | $1.70M | 0.00% | −37,399−35.1% | Reduced |
| Public Sector Pension Investment Board | 79,165 | $1.95M | 0.01% | −1,708−2.1% | Reduced |
| Segment Wealth Management, LLC | 79,605 | $1.96M | 0.22% | +270.0% | Added |
| Swiss National Bank | 95,962 | $2.36M | 0.00% | −12,400−11.4% | Reduced |
| Argent Trust Co | 98,668 | $2.43M | 0.15% | −2,035−2.0% | Reduced |
| Legal & General Group Plc | 110,956 | $2.73M | 0.00% | +4,046+3.8% | Added |
| Elizabeth Park Capital Advisors, Ltd. | 120,000 | $2.95M | 1.90% | 00.0% | Unchanged |
| Rhumbline Advisers | 139,091 | $3.42M | 0.00% | +8,649+6.6% | Added |
| Prospector Partners LLC | 140,328 | $3.45M | 0.50% | +6,280+4.7% | Added |
| Royce & Associates LP | 142,716 | $3.51M | 0.04% | −7,500−5.0% | Reduced |
| Avidian Wealth Solutions, LLC | 149,229 | $3.67M | 0.20% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 161,996 | $3.99M | 0.00% | −28,764−15.1% | Reduced |
| Crestmont Private Wealth LLC | 170,902 | $4.21M | 2.75% | −11,221−6.2% | Reduced |
| Ameriprise Financial Inc | 173,810 | $4.28M | 0.00% | −10,492−5.7% | Reduced |
| Royal Bank of Canada | 180,918 | $4.45M | 0.00% | −51,666−22.2% | Reduced |
| Callahan Advisors, LLC | 182,260 | $4.49M | 0.58% | +182,260 | New |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 226,760 | $4.94M | 2.25% | +482+0.2% | Added |
| Mercer Global Advisors Inc | 200,886 | $4.94M | 0.02% | −220.0% | Reduced |
| GWM Advisors LLC | 205,097 | $5.05M | 0.06% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 221,605 | $5.45M | 0.00% | +44,395+25.1% | Added |
| FOCUS Wealth Advisors, LLC | 256,411 | $6.31M | 4.14% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 258,696 | $6.37M | 0.13% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 259,119 | $6.38M | 0.00% | +18,439+7.7% | Added |
| Principal Financial Group Inc | 271,981 | $6.69M | 0.00% | +1280.0% | Added |
| Truist Financial Corp | 273,228 | $6.72M | 0.01% | +37,841+16.1% | Added |
| Charles Schwab Investment Management Inc | 339,378 | $8.35M | 0.00% | +8,140+2.5% | Added |
| Wellington Management Group LLP | 343,163 | $8.45M | 0.00% | −14,326−4.0% | Reduced |
| Morgan Stanley | 363,291 | $8.94M | 0.00% | −24,322−6.3% | Reduced |
| Basswood Capital Management, L.L.C. | 366,659 | $9.02M | 0.63% | −65,940−15.2% | Reduced |
| Kennedy Capital Management, Inc. | 378,536 | $9.32M | 0.27% | +355,933+1,574.7% | Added |
| Invesco Ltd. | 391,423 | $9.63M | 0.00% | −48,722−11.1% | Reduced |
| Bank of New York Mellon Corp | 443,458 | $10.9M | 0.00% | −7,601−1.7% | Reduced |
| FJ Capital Management LLC | 547,035 | $13.5M | 1.67% | +547,035 | New |
| Stieven Capital Advisors, L.P. | 573,799 | $14.1M | 3.70% | +28,120+5.2% | Added |
| Northern Trust Corp | 858,605 | $21.1M | 0.00% | −68,006−7.3% | Reduced |
| Geode Capital Management, LLC | 896,408 | $22.1M | 0.00% | +31,760+3.7% | Added |
| King Luther Capital Management Corp | 1,231,612 | $30.3M | 0.16% | 00.0% | Unchanged |
| State Street Corp | 1,774,232 | $43.7M | 0.00% | −53,356−2.9% | Reduced |
| Dimensional Fund Advisors LP | 2,171,346 | $53.4M | 0.02% | −2,227−0.1% | Reduced |
| Vanguard Group Inc | 3,093,220 | $76.1M | 0.00% | +113,830+3.8% | Added |
| BlackRock Inc. | 7,302,740 | $179.7M | 0.01% | +54,274+0.7% | Added |
| Clarus Group, Inc. | 0 | $0 | 0.00% | −223,943−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −74,656−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −64,140−100.0% | Sold out |
| WJ Interests, LLC | 0 | $0 | 0.00% | −50,688−100.0% | Sold out |
| Campbell Newman Asset Management Inc | 0 | $0 | 0.00% | −43,486−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −25,104−100.0% | Sold out |
| Wakefield Asset Management LLLP | 0 | $0 | 0.00% | −24,397−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −20,818−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −18,296−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −17,843−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −15,424−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −12,400−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −11,876−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −10,800−100.0% | Sold out |
| Americana Partners, LLC | 0 | $0 | 0.00% | −10,638−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −10,420−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −10,226−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −9,930−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −9,610−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −8,389−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −7,062−100.0% | Sold out |
| Saxon Interests, Inc. | 0 | $0 | 0.00% | −7,246−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −5,017−100.0% | Sold out |
| Public Employees Retirement System of Ohio | 0 | $0 | 0.00% | −3,648−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −563−100.0% | Sold out |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −304−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −220−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −136−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |
| Icon Wealth Advisors, LLC | – | – | – | – | Not filed |