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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
Covestor Ltd6$00.00%−12−66.7%Reduced
Farther Finance Advisors, LLC9$2060.00%−26−74.3%Reduced
Abound Wealth Management14$3210.00%+14New
Bessemer Group Inc49$1.00K0.00%+49New
Lindbrook Capital, LLC44$1.01K0.00%−47−51.6%Reduced
Farmers & Merchants Investments Inc53$1.21K0.00%00.0%Unchanged
Parallel Advisors, LLC76$1.74K0.00%+26+52.0%Added
Parkside Financial Bank & Trust91$2.08K0.00%+87+2,175.0%Added
Signaturefd, LLC92$2.11K0.00%+21+29.6%Added
Massmutual Trust Co FSB128$2.93K0.00%+128New
CWM, LLC140$3.00K0.00%−103−42.4%Reduced
Versant Capital Management, Inc146$3.34K0.00%00.0%Unchanged
Fifth Third Bancorp162$3.71K0.00%+22+15.7%Added
US Bancorp216$4.94K0.00%+142+191.9%Added
Aquatic Capital Management LLC600$14.0K0.00%+600New
HWG Holdings LP709$16.2K0.01%00.0%Unchanged
Elequin Capital LP1,543$35.3K0.02%+1,543New
Quadrant Capital Group LLC1,709$39.1K0.00%−213−11.1%Reduced
Federated Hermes, Inc.1,881$43.1K0.00%+1,555+477.0%Added
Metropolitan Life Insurance Co2,549$58.3K0.00%00.0%Unchanged
KBC Group NV3,240$74.0K0.00%−668−17.1%Reduced
Chilton Capital Management LLC3,275$75.0K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.3,985$91.2K0.00%+495+14.2%Added
Ameritas Investment Partners, Inc.4,022$92.1K0.00%+418+11.6%Added
Tower Research Capital LLC (TRC)4,822$110.4K0.00%+3,024+168.2%Added
Sunbelt Securities, Inc.5,330$122.0K0.02%00.0%Unchanged
Point72 Middle East FZE7,899$180.8K0.01%+7,899New
Zurcher Kantonalbank (Zurich Cantonalbank)7,972$182.5K0.00%00.0%Unchanged
Mutual of America Capital Management LLC8,850$202.6K0.00%−419−4.5%Reduced
Everence Capital Management Inc8,879$207.0K0.02%00.0%Unchanged
Price T Rowe Associates Inc9,914$227.0K0.00%+1,360+15.9%Added
Cetera Investment Advisers10,039$229.8K0.00%−13,519−57.4%Reduced
Brandywine Global Investment Management, LLC10,067$230.4K0.00%00.0%Unchanged
D. E. Shaw & Co., Inc.10,342$236.7K0.00%−2,293−18.1%Reduced
Rockefeller Capital Management L.P.11,097$254.0K0.00%00.0%Unchanged
Citadel Advisors LLC11,990$274.5K0.00%−15,858−56.9%Reduced
Raymond James Financial Services Advisors, Inc.12,000$274.7K0.00%00.0%Unchanged
Symphony Financial, Ltd. Co.12,080$281.5K0.07%00.0%Unchanged
Arizona State Retirement System12,648$289.5K0.00%−232−1.8%Reduced
New York State Teachers Retirement System12,707$291.0K0.00%−200−1.5%Reduced
Patron Partners Advisors, LLC12,798$292.9K0.21%00.0%Unchanged
Nisa Investment Advisors, LLC13,444$307.7K0.00%−48−0.4%Reduced
Engrave Wealth Partners LLC13,793$315.7K0.10%00.0%Unchanged
State Board of Administration of Florida Retirement System13,824$316.4K0.00%+13,824New
Harrell Investment Partners, LLC14,040$321.4K0.11%00.0%Unchanged
Oregon Public Employees Retirement Fund14,127$323.4K0.00%−400−2.8%Reduced
Sheets Smith Wealth Management14,289$327.1K0.05%−775−5.1%Reduced
Buckingham Strategic Wealth, LLC14,292$327.1K0.00%−29−0.2%Reduced
Doliver Advisors, LP14,432$330.3K0.10%+1,100+8.3%Added
Teachers Retirement System of the State of Kentucky14,624$334.0K0.00%+826+6.0%Added
Public Employees Retirement Association of Colorado15,034$344.0K0.00%00.0%Unchanged
Los Angeles Capital Management LLC16,844$385.6K0.00%−19,355−53.5%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC17,333$396.8K0.03%−5,000−22.4%Reduced
Avidian Wealth Solutions, LLC17,337$396.8K0.03%−131,892−88.4%Reduced
Maryland State Retirement & Pension System17,651$404.0K0.01%−475−2.6%Reduced
Icon Wealth Partners, LLC18,335$419.7K0.04%00.0%Unchanged
Deutsche Bank AG18,337$419.7K0.00%−9,557−34.3%Reduced
Amalgamated Bank18,521$424.0K0.00%−411−2.2%Reduced
New York State Common Retirement Fund18,749$429.2K0.00%−4,441−19.2%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
Janus Henderson Group PLC19,760$452.2K0.00%−12−0.1%Reduced
Manufacturers Life Insurance Company, The19,845$454.3K0.00%+1,092+5.8%Added
Mirae Asset Global Investments Co., Ltd.19,901$455.5K0.00%00.0%Unchanged
Tang Capital Management LLC20,000$457.8K0.07%+10,000+100.0%Added
Voya Investment Management LLC20,017$458.2K0.00%+947+5.0%Added
Fayez Sarofim & Co20,263$463.8K0.00%00.0%Unchanged
Jane Street Group, LLC20,990$480.5K0.00%+20,990New
Inscription Capital, LLC21,368$489.1K0.15%00.0%Unchanged
Wells Fargo & Company21,582$494.0K0.00%+8,915+70.4%Added
Stephens Inc22,579$516.8K0.01%−501−2.2%Reduced
Linscomb & Williams, Inc.22,712$519.9K0.03%−754−3.2%Reduced
Susquehanna International Group, LLP22,718$520.0K0.00%−16,638−42.3%Reduced
Louisiana State Employees Retirement System23,800$544.8K0.01%+2,800+13.3%Added
Advisor Group Holdings, Inc.24,369$555.6K0.00%−177−0.7%Reduced
MetLife Investment Management25,073$573.9K0.00%+562+2.3%Added
Yousif Capital Management, LLC25,759$589.6K0.01%−1,319−4.9%Reduced
American International Group, Inc.25,965$594.3K0.00%+1,218+4.9%Added
Crossmark Global Holdings, Inc.23,381$599.0K0.01%−626−2.6%Reduced
State of Tennessee, Treasury Department26,998$618.0K0.00%+140+0.5%Added
Trexquant Investment LP27,001$618.1K0.02%+27,001New
Oxbow Advisors, LLC28,368$649.3K0.10%+28,368New
John W. Rosenthal Capital Management, Inc.29,250$669.5K0.84%−3,250−10.0%Reduced
Rafferty Asset Management, LLC29,348$671.8K0.00%+9,548+48.2%Added
State of Alaska, Department of Revenue29,811$682.0K0.01%−1,000−3.2%Reduced
SFMG, LLC33,278$761.7K0.08%00.0%Unchanged
EJF Capital LLC33,438$765.4K0.35%−7,540−18.4%Reduced
American Century Companies Inc34,880$798.4K0.00%+11,876+51.6%Added
Beacon Pointe Advisors, LLC35,915$822.1K0.01%−12,943−26.5%Reduced
Fca Corp38,170$873.7K0.32%+38,170New
Academy Capital Management Inc38,246$875.5K0.18%00.0%Unchanged
Creative Planning39,457$903.2K0.00%+4,147+11.7%Added
Texas Permanent School Fund39,892$913.1K0.01%−475−1.2%Reduced
Credit Suisse AG42,442$971.5K0.00%+3,115+7.9%Added
FMR LLC43,154$987.8K0.00%+42,206+4,452.1%Added
Thrivent Financial for Lutherans43,342$992.0K0.00%−1,265−2.8%Reduced
UBS Asset Management Americas Inc41,152$1.01M0.00%00.0%Unchanged
UBS Group AG45,838$1.05M0.00%+13,216+40.5%Added
Renaissance Technologies LLC50,396$1.15M0.00%+2,200+4.6%Added