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.
| 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, Q2 2023
Shares, value and share of portfolio for each institution holding Stellar Bancorp, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Trust Advisors LP | 50,811 | $1.16M | 0.00% | +24,675+94.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 51,213 | $1.17M | 0.01% | +3,553+7.5% | Added |
| Bank of America Corp | 52,193 | $1.19M | 0.00% | −11,520−18.1% | Reduced |
| Barclays PLC | 52,602 | $1.20M | 0.00% | +15,307+41.0% | Added |
| WJ Interests, LLC | 50,704 | $1.23M | 0.81% | +50,704 | New |
| California State Teachers Retirement System | 54,626 | $1.25M | 0.00% | −1,295−2.3% | Reduced |
| Citigroup Inc | 55,672 | $1.27M | 0.00% | +35,089+170.5% | Added |
| Prudential Financial Inc | 56,281 | $1.29M | 0.00% | +12,152+27.5% | Added |
| Cubist Systematic Strategies, LLC | 63,123 | $1.44M | 0.02% | +63,123 | New |
| Argent Trust Co | 63,766 | $1.46M | 0.08% | −34,902−35.4% | Reduced |
| Teton Advisors, Inc. | 64,500 | $1.48M | 0.41% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 79,637 | $1.82M | 0.19% | +320.0% | Added |
| Public Sector Pension Investment Board | 80,420 | $1.84M | 0.01% | +1,255+1.6% | Added |
| Swiss National Bank | 97,962 | $2.24M | 0.00% | +2,000+2.1% | Added |
| RMB Capital Management, LLC | 100,000 | $2.29M | 0.08% | +100,000 | New |
| JPMorgan Chase & Co | 102,819 | $2.35M | 0.00% | −118,786−53.6% | Reduced |
| Prospector Partners LLC | 113,728 | $2.60M | 0.36% | −26,600−19.0% | Reduced |
| Elizabeth Park Capital Advisors, Ltd. | 120,000 | $2.75M | 2.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 122,652 | $2.81M | 0.00% | +62,495+103.9% | Added |
| Royal Bank of Canada | 124,107 | $2.84M | 0.00% | −56,811−31.4% | Reduced |
| Legal & General Group Plc | 127,210 | $2.91M | 0.00% | +16,254+14.6% | Added |
| Rhumbline Advisers | 140,502 | $3.22M | 0.00% | +1,411+1.0% | Added |
| Royce & Associates LP | 142,222 | $3.26M | 0.03% | −494−0.3% | Reduced |
| Crestmont Private Wealth LLC | 151,825 | $3.48M | 2.04% | −19,077−11.2% | Reduced |
| Ameriprise Financial Inc | 163,305 | $3.74M | 0.00% | −10,505−6.0% | Reduced |
| Callahan Advisors, LLC | 182,263 | $4.17M | 0.51% | +30.0% | Added |
| Mercer Global Advisors Inc | 201,589 | $4.61M | 0.02% | +703+0.3% | Added |
| GWM Advisors LLC | 205,097 | $4.69M | 0.05% | 00.0% | Unchanged |
| Victory Capital Management Inc | 212,344 | $4.86M | 0.01% | +196,410+1,232.6% | Added |
| Nuveen Asset Management, LLC | 237,773 | $5.44M | 0.00% | +75,777+46.8% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 225,929 | $5.59M | 2.46% | −831−0.4% | Reduced |
| Basswood Capital Management, L.L.C. | 247,551 | $5.67M | 0.42% | −119,108−32.5% | Reduced |
| Invesco Ltd. | 252,904 | $5.79M | 0.00% | −138,519−35.4% | Reduced |
| FOCUS Wealth Advisors, LLC | 255,411 | $5.85M | 3.95% | −1,000−0.4% | Reduced |
| Principal Financial Group Inc | 257,930 | $5.90M | 0.00% | −14,051−5.2% | Reduced |
| Integrated Wealth Concepts LLC | 258,696 | $5.92M | 0.10% | 00.0% | Unchanged |
| FJ Capital Management LLC | 261,728 | $5.99M | 0.76% | −285,307−52.2% | Reduced |
| Truist Financial Corp | 273,228 | $6.25M | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 282,464 | $6.46M | 0.01% | +282,464 | New |
| Alliancebernstein L.P. | 287,653 | $6.58M | 0.00% | +28,534+11.0% | Added |
| Morgan Stanley | 332,263 | $7.61M | 0.00% | −31,028−8.5% | Reduced |
| Charles Schwab Investment Management Inc | 359,265 | $8.22M | 0.00% | +19,887+5.9% | Added |
| Kennedy Capital Management, Inc. | 373,336 | $8.55M | 0.20% | −5,200−1.4% | Reduced |
| Wellington Management Group LLP | 433,491 | $9.92M | 0.00% | +90,328+26.3% | Added |
| Bank of New York Mellon Corp | 437,172 | $10.0M | 0.00% | −6,286−1.4% | Reduced |
| Stieven Capital Advisors, L.P. | 573,499 | $13.1M | 3.40% | −300−0.1% | Reduced |
| Northern Trust Corp | 798,585 | $18.3M | 0.00% | −60,020−7.0% | Reduced |
| Geode Capital Management, LLC | 930,621 | $21.3M | 0.00% | +34,213+3.8% | Added |
| King Luther Capital Management Corp | 1,277,860 | $29.3M | 0.15% | +46,248+3.8% | Added |
| State Street Corp | 1,827,613 | $41.8M | 0.00% | +53,381+3.0% | Added |
| Dimensional Fund Advisors LP | 2,093,618 | $47.9M | 0.02% | −77,728−3.6% | Reduced |
| Vanguard Group Inc | 3,032,684 | $69.4M | 0.00% | −60,536−2.0% | Reduced |
| BlackRock Inc. | 7,471,450 | $171.0M | 0.00% | +168,710+2.3% | Added |
| Millennium Management LLC | 0 | $0 | 0.00% | −69,179−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −64,748−100.0% | Sold out |
| Linden Thomas Advisory Services, LLC | 0 | $0 | 0.00% | −49,096−100.0% | Sold out |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −32,243−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −15,748−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −15,436−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −15,387−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −10,638−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −9,191−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −8,961−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −2,192−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −1,046−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −143−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −113−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −13−100.0% | Sold out |