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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, Q2 2023

Institutional positions in Stellar Bancorp, Inc. as of Jun 30, 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
153
+1 vs. Q1 2023
Shares held
27.5M
+56.1K (+0.2%) vs. Q1 2023
Total value
$630.8M
−$44.8M (−6.6%) vs. Q1 2023
New holders
17
50 more added
Sold out
16
58 more reduced

Compare with Q1 2023: 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 holdersQ2 2023: 153 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 heldQ2 2023: $630.8M
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, Q2 2023

Shares, value and share of portfolio for each institution holding Stellar Bancorp, Inc.; share changes are against Q1 2023.

Institutions holding STEL in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.7,471,450$171.0M0.00%+168,710+2.3%Added
Vanguard Group Inc3,032,684$69.4M0.00%−60,536−2.0%Reduced
Dimensional Fund Advisors LP2,093,618$47.9M0.02%−77,728−3.6%Reduced
State Street Corp1,827,613$41.8M0.00%+53,381+3.0%Added
King Luther Capital Management Corp1,277,860$29.3M0.15%+46,248+3.8%Added
Geode Capital Management, LLC930,621$21.3M0.00%+34,213+3.8%Added
Northern Trust Corp798,585$18.3M0.00%−60,020−7.0%Reduced
Stieven Capital Advisors, L.P.573,499$13.1M3.40%−300−0.1%Reduced
Bank of New York Mellon Corp437,172$10.0M0.00%−6,286−1.4%Reduced
Wellington Management Group LLP433,491$9.92M0.00%+90,328+26.3%Added
Kennedy Capital Management, Inc.373,336$8.55M0.20%−5,200−1.4%Reduced
Charles Schwab Investment Management Inc359,265$8.22M0.00%+19,887+5.9%Added
Morgan Stanley332,263$7.61M0.00%−31,028−8.5%Reduced
Alliancebernstein L.P.287,653$6.58M0.00%+28,534+11.0%Added
HighTower Advisors, LLC282,464$6.46M0.01%+282,464New
Truist Financial Corp273,228$6.25M0.01%00.0%Unchanged
FJ Capital Management LLC261,728$5.99M0.76%−285,307−52.2%Reduced
Integrated Wealth Concepts LLC258,696$5.92M0.10%00.0%Unchanged
Principal Financial Group Inc257,930$5.90M0.00%−14,051−5.2%Reduced
FOCUS Wealth Advisors, LLC255,411$5.85M3.95%−1,000−0.4%Reduced
Invesco Ltd.252,904$5.79M0.00%−138,519−35.4%Reduced
Basswood Capital Management, L.L.C.247,551$5.67M0.42%−119,108−32.5%Reduced
Carlton Hofferkamp & Jenks Wealth Management, LLC225,929$5.59M2.46%−831−0.4%Reduced
Nuveen Asset Management, LLC237,773$5.44M0.00%+75,777+46.8%Added
Victory Capital Management Inc212,344$4.86M0.01%+196,410+1,232.6%Added
GWM Advisors LLC205,097$4.69M0.05%00.0%Unchanged
Mercer Global Advisors Inc201,589$4.61M0.02%+703+0.3%Added
Callahan Advisors, LLC182,263$4.17M0.51%+30.0%Added
Ameriprise Financial Inc163,305$3.74M0.00%−10,505−6.0%Reduced
Crestmont Private Wealth LLC151,825$3.48M2.04%−19,077−11.2%Reduced
Royce & Associates LP142,222$3.26M0.03%−494−0.3%Reduced
Rhumbline Advisers140,502$3.22M0.00%+1,411+1.0%Added
Legal & General Group Plc127,210$2.91M0.00%+16,254+14.6%Added
Royal Bank of Canada124,107$2.84M0.00%−56,811−31.4%Reduced
Goldman Sachs Group Inc122,652$2.81M0.00%+62,495+103.9%Added
Elizabeth Park Capital Advisors, Ltd.120,000$2.75M2.00%00.0%Unchanged
Prospector Partners LLC113,728$2.60M0.36%−26,600−19.0%Reduced
JPMorgan Chase & Co102,819$2.35M0.00%−118,786−53.6%Reduced
RMB Capital Management, LLC100,000$2.29M0.08%+100,000New
Swiss National Bank97,962$2.24M0.00%+2,000+2.1%Added
Public Sector Pension Investment Board80,420$1.84M0.01%+1,255+1.6%Added
Segment Wealth Management, LLC79,637$1.82M0.19%+320.0%Added
Teton Advisors, Inc.64,500$1.48M0.41%00.0%Unchanged
Argent Trust Co63,766$1.46M0.08%−34,902−35.4%Reduced
Cubist Systematic Strategies, LLC63,123$1.44M0.02%+63,123New
Prudential Financial Inc56,281$1.29M0.00%+12,152+27.5%Added
Citigroup Inc55,672$1.27M0.00%+35,089+170.5%Added
California State Teachers Retirement System54,626$1.25M0.00%−1,295−2.3%Reduced
WJ Interests, LLC50,704$1.23M0.81%+50,704New
Barclays PLC52,602$1.20M0.00%+15,307+41.0%Added
Bank of America Corp52,193$1.19M0.00%−11,520−18.1%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys51,213$1.17M0.01%+3,553+7.5%Added
First Trust Advisors LP50,811$1.16M0.00%+24,675+94.4%Added
Renaissance Technologies LLC50,396$1.15M0.00%+2,200+4.6%Added
UBS Group AG45,838$1.05M0.00%+13,216+40.5%Added
UBS Asset Management Americas Inc41,152$1.01M0.00%00.0%Unchanged
Thrivent Financial for Lutherans43,342$992.0K0.00%−1,265−2.8%Reduced
FMR LLC43,154$987.8K0.00%+42,206+4,452.1%Added
Credit Suisse AG42,442$971.5K0.00%+3,115+7.9%Added
Texas Permanent School Fund39,892$913.1K0.01%−475−1.2%Reduced
Creative Planning39,457$903.2K0.00%+4,147+11.7%Added
Academy Capital Management Inc38,246$875.5K0.18%00.0%Unchanged
Fca Corp38,170$873.7K0.32%+38,170New
Beacon Pointe Advisors, LLC35,915$822.1K0.01%−12,943−26.5%Reduced
American Century Companies Inc34,880$798.4K0.00%+11,876+51.6%Added
EJF Capital LLC33,438$765.4K0.35%−7,540−18.4%Reduced
SFMG, LLC33,278$761.7K0.08%00.0%Unchanged
State of Alaska, Department of Revenue29,811$682.0K0.01%−1,000−3.2%Reduced
Rafferty Asset Management, LLC29,348$671.8K0.00%+9,548+48.2%Added
John W. Rosenthal Capital Management, Inc.29,250$669.5K0.84%−3,250−10.0%Reduced
Oxbow Advisors, LLC28,368$649.3K0.10%+28,368New
Trexquant Investment LP27,001$618.1K0.02%+27,001New
State of Tennessee, Treasury Department26,998$618.0K0.00%+140+0.5%Added
Crossmark Global Holdings, Inc.23,381$599.0K0.01%−626−2.6%Reduced
American International Group, Inc.25,965$594.3K0.00%+1,218+4.9%Added
Yousif Capital Management, LLC25,759$589.6K0.01%−1,319−4.9%Reduced
MetLife Investment Management25,073$573.9K0.00%+562+2.3%Added
Advisor Group Holdings, Inc.24,369$555.6K0.00%−177−0.7%Reduced
Louisiana State Employees Retirement System23,800$544.8K0.01%+2,800+13.3%Added
Susquehanna International Group, LLP22,718$520.0K0.00%−16,638−42.3%Reduced
Linscomb & Williams, Inc.22,712$519.9K0.03%−754−3.2%Reduced
Stephens Inc22,579$516.8K0.01%−501−2.2%Reduced
Wells Fargo & Company21,582$494.0K0.00%+8,915+70.4%Added
Inscription Capital, LLC21,368$489.1K0.15%00.0%Unchanged
Jane Street Group, LLC20,990$480.5K0.00%+20,990New
Fayez Sarofim & Co20,263$463.8K0.00%00.0%Unchanged
Voya Investment Management LLC20,017$458.2K0.00%+947+5.0%Added
Tang Capital Management LLC20,000$457.8K0.07%+10,000+100.0%Added
Mirae Asset Global Investments Co., Ltd.19,901$455.5K0.00%00.0%Unchanged
Manufacturers Life Insurance Company, The19,845$454.3K0.00%+1,092+5.8%Added
Janus Henderson Group PLC19,760$452.2K0.00%−12−0.1%Reduced
Bridgeway Capital Management, LLC18,826$430.9K0.01%+620+3.4%Added
Empowered Funds, LLC18,826$430.9K0.02%+18,826New
EA Series Trust18,826$430.9K0.02%+18,826New
New York State Common Retirement Fund18,749$429.2K0.00%−4,441−19.2%Reduced
Amalgamated Bank18,521$424.0K0.00%−411−2.2%Reduced
Deutsche Bank AG18,337$419.7K0.00%−9,557−34.3%Reduced
Icon Wealth Partners, LLC18,335$419.7K0.04%00.0%Unchanged
Maryland State Retirement & Pension System17,651$404.0K0.01%−475−2.6%Reduced
Avidian Wealth Solutions, LLC17,337$396.8K0.03%−131,892−88.4%Reduced