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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.

Institutional holdersQ1 2023: 152 institutions
Q1 2021: 87 institutionsQ2 2021: 84 institutionsQ3 2021: 76 institutionsQ4 2021: 89 institutionsQ1 2022: 96 institutionsQ2 2022: 99 institutionsQ3 2022: 111 institutionsQ4 2022: 168 institutionsQ1 2023: 152 institutionsQ2 2023: 153 institutionsQ3 2023: 151 institutionsQ4 2023: 160 institutionsQ1 2024: 165 institutionsQ2 2024: 164 institutionsQ3 2024: 175 institutionsQ4 2024: 180 institutionsQ1 2025: 189 institutionsQ2 2025: 184 institutionsQ3 2025: 191 institutionsQ4 2025: 194 institutionsQ1 2026: 229 institutionsQ2 2026: 213 institutions
Value heldQ1 2023: $675.6M
Q1 2021: $280.0MQ2 2021: $263.6MQ3 2021: $252.4MQ4 2021: $302.5MQ1 2022: $351.7MQ2 2022: $303.6MQ3 2022: $365.1MQ4 2022: $804.1MQ1 2023: $675.6MQ2 2023: $630.8MQ3 2023: $582.0MQ4 2023: $803.5MQ1 2024: $691.3MQ2 2024: $664.0MQ3 2024: $758.2MQ4 2024: $865.1MQ1 2025: $831.8MQ2 2025: $866.7MQ3 2025: $958.2MQ4 2025: $980.6MQ1 2026: $1.22BQ2 2026: $1.28B
Institutions holding STEL and their total value by quarter
QuarterHoldersValue
Q2 2026213$1.28B
Q1 2026229$1.22B
Q4 2025194$980.6M
Q3 2025191$958.2M
Q2 2025184$866.7M
Q1 2025189$831.8M
Q4 2024180$865.1M
Q3 2024175$758.2M
Q2 2024164$664.0M
Q1 2024165$691.3M
Q4 2023160$803.5M
Q3 2023151$582.0M
Q2 2023153$630.8M
Q1 2023152$675.6M
Q4 2022168$804.1M
Q3 2022111$365.1M
Q2 202299$303.6M
Q1 202296$351.7M
Q4 202189$302.5M
Q3 202176$252.4M
Q2 202184$263.6M
Q1 202187$280.0M

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Stellar Bancorp, Inc.; share changes are against Q4 2022.

Institutions holding STEL in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Sheets Smith Wealth Management15,064$370.7K0.06%+40.0%Added
Public Employees Retirement Association of Colorado15,034$370.0K0.00%+15,034New
Oregon Public Employees Retirement Fund14,527$357.5K0.00%−250−1.7%Reduced
Teachers Retirement System of the State of Kentucky13,798$340.0K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC13,492$332.0K0.00%−425−3.1%Reduced
Doliver Advisors, LP13,332$328.1K0.10%00.0%Unchanged
New York State Teachers Retirement System12,907$318.0K0.00%−183−1.4%Reduced
Arizona State Retirement System12,880$317.0K0.00%+209+1.6%Added
Patron Partners Advisors, LLC12,798$315.0K0.23%00.0%Unchanged
Wells Fargo & Company12,667$311.8K0.00%+6,784+115.3%Added
D. E. Shaw & Co., Inc.12,635$310.9K0.00%−21,837−63.3%Reduced
Symphony Financial, Ltd. Co.12,080$296.9K0.08%00.0%Unchanged
Engrave Wealth Partners LLC13,793$296.0K0.10%00.0%Unchanged
Raymond James Financial Services Advisors, Inc.12,000$295.3K0.00%00.0%Unchanged
Rockefeller Capital Management L.P.11,097$273.0K0.00%−8−0.1%Reduced
Lido Advisors, LLC10,638$261.8K0.00%+10,638New
Brandywine Global Investment Management, LLC10,067$247.7K0.00%−97−1.0%Reduced
Tang Capital Management LLC10,000$246.1K0.04%+10,000New
Mutual of America Capital Management LLC9,269$228.1K0.00%−47−0.5%Reduced
Squarepoint Ops LLC9,191$226.2K0.00%−21,341−69.9%Reduced
Jacobs Levy Equity Management, Inc8,961$220.5K0.00%−50,478−84.9%Reduced
Everence Capital Management Inc8,879$219.0K0.02%00.0%Unchanged
Price T Rowe Associates Inc8,554$211.0K0.00%+635+8.0%Added
Zurcher Kantonalbank (Zurich Cantonalbank)7,972$196.2K0.00%00.0%Unchanged
Sunbelt Securities, Inc.5,330$131.0K0.02%+5,330New
KBC Group NV3,908$96.0K0.00%+543+16.1%Added
Ameritas Investment Partners, Inc.3,604$88.7K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.3,490$85.9K0.00%+783+28.9%Added
Chilton Capital Management LLC3,275$80.6K0.00%+3,275New
Metropolitan Life Insurance Co2,549$62.7K0.00%−246−8.8%Reduced
Allspring Global Investments Holdings, LLC2,192$53.9K0.00%+1,906+666.4%Added
Quadrant Capital Group LLC1,922$47.3K0.00%+1,144+147.0%Added
Tower Research Capital LLC (TRC)1,798$44.0K0.00%+508+39.4%Added
State of Wyoming1,046$25.7K0.01%+1,046New
FMR LLC948$23.3K0.00%+101+11.9%Added
HWG Holdings LP709$17.4K0.01%00.0%Unchanged
Federated Hermes, Inc.326$8.02K0.00%−750−69.7%Reduced
CWM, LLC243$6.00K0.00%−85−25.9%Reduced
IFP Advisors, Inc143$4.22K0.00%−140−49.5%Reduced
Versant Capital Management, Inc146$3.59K0.00%00.0%Unchanged
Fifth Third Bancorp140$3.44K0.00%+20+16.7%Added
Allworth Financial LP113$2.78K0.00%+35+44.9%Added
Lindbrook Capital, LLC91$2.24K0.00%+91New
US Bancorp74$1.82K0.00%+74New
Signaturefd, LLC71$1.75K0.00%+24+51.1%Added
Farmers & Merchants Investments Inc53$1.30K0.00%00.0%Unchanged
Parallel Advisors, LLC50$1.23K0.00%−3−5.7%Reduced
Farther Finance Advisors, LLC35$8610.00%+26+288.9%Added
Bell Investment Advisors, Inc33$8130.00%00.0%Unchanged
Russell Investments Group, Ltd.13$3200.00%+13New
Parkside Financial Bank & Trust4$990.00%−3−42.9%Reduced
Covestor Ltd18$00.00%+1+5.9%Added
Clarus Group, Inc.0$00.00%−223,943−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−74,656−100.0%Sold out
Two Sigma Investments, LP0$00.00%−64,140−100.0%Sold out
WJ Interests, LLC0$00.00%−50,688−100.0%Sold out
Campbell Newman Asset Management Inc0$00.00%−43,486−100.0%Sold out
Natixis0$00.00%−25,104−100.0%Sold out
Wakefield Asset Management LLLP0$00.00%−24,397−100.0%Sold out
Exchange Traded Concepts, LLC0$00.00%−20,818−100.0%Sold out
New York Life Investment Management LLC0$00.00%−18,296−100.0%Sold out
HighTower Advisors, LLC0$00.00%−17,843−100.0%Sold out
Aigen Investment Management, LP0$00.00%−15,424−100.0%Sold out
Jump Financial, LLC0$00.00%−12,400−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−11,876−100.0%Sold out
Summit Global Investments0$00.00%−10,800−100.0%Sold out
Americana Partners, LLC0$00.00%−10,638−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−10,420−100.0%Sold out
Trexquant Investment LP0$00.00%−10,226−100.0%Sold out
Susquehanna Fundamental Investments, LLC0$00.00%−9,930−100.0%Sold out
HSBC Holdings PLC0$00.00%−9,610−100.0%Sold out
Marshall Wace, LLP0$00.00%−8,389−100.0%Sold out
ProShare Advisors LLC0$00.00%−7,062−100.0%Sold out
Saxon Interests, Inc.0$00.00%−7,246−100.0%Sold out
Quantbot Technologies LP0$00.00%−5,017−100.0%Sold out
Public Employees Retirement System of Ohio0$00.00%−3,648−100.0%Sold out
Gyon Technologies Capital Management, LP0$00.00%−563−100.0%Sold out
Sutton Wealth Advisors Inc.0$00.00%−304−100.0%Sold out
First Horizon Advisors, Inc.0$00.00%−220−100.0%Sold out
Bessemer Group Inc0$00.00%−136−100.0%Sold out
Massmutual Trust Co FSB0$00.00%−47−100.0%Sold out
Tfo-TDC, LLC0$00.00%−4−100.0%Sold out
Comerica Bank––––Not filed
Icon Wealth Advisors, LLC––––Not filed