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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, Q3 2023

Institutional positions in Stellar Bancorp, Inc. as of Sep 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
151
−1 vs. Q2 2023
Shares held
27.3M
−223.0K (−0.8%) vs. Q2 2023
Total value
$582.0M
−$48.4M (−7.7%) vs. Q2 2023
New holders
14
43 more added
Sold out
15
57 more reduced

1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2023: 151 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 heldQ3 2023: $582.0M
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, Q3 2023

Shares, value and share of portfolio for each institution holding Stellar Bancorp, Inc.; share changes are against Q2 2023.

Institutions holding STEL in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.7,315,576$156.0M0.00%−155,874−2.1%Reduced
Vanguard Group Inc3,017,845$64.3M0.00%−14,839−0.5%Reduced
Dimensional Fund Advisors LP1,924,498$41.0M0.01%−169,120−8.1%Reduced
State Street Corp1,860,340$39.7M0.00%+32,727+1.8%Added
King Luther Capital Management Corp1,277,860$27.2M0.14%00.0%Unchanged
Geode Capital Management, LLC983,613$21.0M0.00%+52,992+5.7%Added
Northern Trust Corp809,470$17.3M0.00%+10,885+1.4%Added
Kennedy Capital Management, Inc.466,412$9.94M0.24%+93,076+24.9%Added
Wellington Management Group LLP456,798$9.74M0.00%+23,307+5.4%Added
FJ Capital Management LLC438,433$9.35M1.06%+176,705+67.5%Added
Bank of New York Mellon Corp424,415$9.05M0.00%−12,757−2.9%Reduced
Stieven Capital Advisors, L.P.410,916$8.76M2.27%−162,583−28.3%Reduced
Charles Schwab Investment Management Inc381,087$8.12M0.00%+21,822+6.1%Added
Nuveen Asset Management, LLC319,909$6.82M0.00%+82,136+34.5%Added
Alliancebernstein L.P.315,153$6.72M0.00%+27,500+9.6%Added
Morgan Stanley304,911$6.50M0.00%−27,352−8.2%Reduced
HighTower Advisors, LLC287,117$6.12M0.01%+4,653+1.6%Added
Truist Financial Corp273,228$5.83M0.01%00.0%Unchanged
Integrated Wealth Concepts LLC258,696$5.52M0.10%00.0%Unchanged
Principal Financial Group Inc253,180$5.40M0.00%−4,750−1.8%Reduced
Carlton Hofferkamp & Jenks Wealth Management, LLC220,492$4.81M2.24%−5,437−2.4%Reduced
Mercer Global Advisors Inc201,538$4.30M0.02%−510.0%Reduced
Basswood Capital Management, L.L.C.200,458$4.27M0.32%−47,093−19.0%Reduced
FOCUS Wealth Advisors, LLC195,888$4.18M2.90%−59,523−23.3%Reduced
Callahan Advisors, LLC178,642$3.81M0.48%−3,621−2.0%Reduced
RMB Capital Management, LLC175,000$3.73M0.13%+75,000+75.0%Added
GWM Advisors LLC163,917$3.49M0.04%−41,180−20.1%Reduced
Ameriprise Financial Inc161,531$3.44M0.00%−1,774−1.1%Reduced
Rhumbline Advisers142,400$3.04M0.00%+1,898+1.4%Added
Royce & Associates LP142,222$3.03M0.03%00.0%Unchanged
Millennium Management LLC137,843$2.94M0.00%+137,843New
Legal & General Group Plc130,968$2.79M0.00%+3,758+3.0%Added
Elizabeth Park Capital Advisors, Ltd.120,000$2.56M2.10%00.0%Unchanged
Richard Bernstein Advisors LLC118,576$2.53M0.06%+118,576New
Royal Bank of Canada115,964$2.47M0.00%−8,143−6.6%Reduced
Invesco Ltd.115,422$2.46M0.00%−137,482−54.4%Reduced
Prospector Partners LLC109,028$2.32M0.32%−4,700−4.1%Reduced
Crestmont Private Wealth LLC104,989$2.24M1.37%−46,836−30.8%Reduced
Goldman Sachs Group Inc101,587$2.17M0.00%−21,065−17.2%Reduced
Swiss National Bank99,562$2.12M0.00%+1,600+1.6%Added
JPMorgan Chase & Co93,063$1.98M0.00%−9,756−9.5%Reduced
Renaissance Technologies LLC85,596$1.82M0.00%+35,200+69.8%Added
William Blair Investment Management, LLC81,039$1.73M0.01%+81,039New
Segment Wealth Management, LLC79,672$1.70M0.17%+350.0%Added
First Trust Advisors LP67,216$1.43M0.00%+16,405+32.3%Added
Teton Advisors, Inc.64,500$1.38M0.43%00.0%Unchanged
Argent Trust Co63,766$1.36M0.07%00.0%Unchanged
Bank of America Corp58,662$1.25M0.00%+6,469+12.4%Added
Public Sector Pension Investment Board57,981$1.24M0.01%−22,439−27.9%Reduced
Prudential Financial Inc55,181$1.18M0.00%−1,100−2.0%Reduced
Barclays PLC54,771$1.17M0.00%+2,169+4.1%Added
FMR LLC51,271$1.09M0.00%+8,117+18.8%Added
California State Teachers Retirement System50,769$1.08M0.00%−3,857−7.1%Reduced
WJ Interests, LLC50,704$1.08M0.75%00.0%Unchanged
UBS Asset Management Americas Inc43,138$919.7K0.00%+1,986+4.8%Added
American Century Companies Inc43,099$918.9K0.00%+8,219+23.6%Added
Thrivent Financial for Lutherans42,914$915.0K0.00%−428−1.0%Reduced
Bridgeway Capital Management, LLC41,473$884.2K0.02%+22,647+120.3%Added
Empowered Funds, LLC41,473$884.2K0.03%+22,647+120.3%Added
Credit Suisse AG40,036$853.6K0.00%−2,406−5.7%Reduced
Texas Permanent School Fund39,841$849.4K0.01%−51−0.1%Reduced
Fca Corp38,964$830.7K0.31%+794+2.1%Added
Academy Capital Management Inc38,246$815.4K0.17%00.0%Unchanged
Beacon Pointe Advisors, LLC35,858$764.5K0.01%−57−0.2%Reduced
Creative Planning35,384$754.4K0.00%−4,073−10.3%Reduced
SFMG, LLC33,278$709.5K0.07%00.0%Unchanged
Citigroup Inc32,110$684.6K0.00%−23,562−42.3%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys31,362$668.6K0.01%−19,851−38.8%Reduced
Avidian Wealth Solutions, LLC29,699$633.2K0.04%+12,362+71.3%Added
John W. Rosenthal Capital Management, Inc.29,250$623.6K0.84%00.0%Unchanged
State of Alaska, Department of Revenue29,248$623.0K0.01%−563−1.9%Reduced
Oxbow Advisors, LLC28,368$604.8K0.10%00.0%Unchanged
EJF Capital LLC28,315$603.7K0.27%−5,123−15.3%Reduced
State of Tennessee, Treasury Department26,998$575.6K0.00%00.0%Unchanged
Deutsche Bank AG26,983$575.3K0.00%+8,646+47.2%Added
Crossmark Global Holdings, Inc.25,381$575.0K0.01%+2,000+8.6%Added
American International Group, Inc.26,632$567.8K0.00%+667+2.6%Added
Victory Capital Management Inc26,468$564.3K0.00%−185,876−87.5%Reduced
Manufacturers Life Insurance Company, The25,612$546.0K0.00%+5,767+29.1%Added
Illinois Municipal Retirement Fund25,415$542.0K0.01%+25,415New
MetLife Investment Management25,073$534.6K0.00%00.0%Unchanged
Yousif Capital Management, LLC24,879$530.4K0.01%−880−3.4%Reduced
Rafferty Asset Management, LLC24,399$520.2K0.00%−4,949−16.9%Reduced
Louisiana State Employees Retirement System23,900$509.5K0.01%+100+0.4%Added
Linscomb & Williams, Inc.22,712$484.2K0.03%00.0%Unchanged
SG Americas Securities, LLC22,586$482.0K0.01%+22,586New
Stephens Inc22,230$473.9K0.01%−349−1.5%Reduced
UBS Group AG21,820$465.2K0.00%−24,018−52.4%Reduced
Comerica Bank21,383$455.9K0.00%+21,383New
Inscription Capital, LLC21,368$455.6K0.15%00.0%Unchanged
Voya Investment Management LLC20,340$433.6K0.00%+323+1.6%Added
Fayez Sarofim & Co20,263$432.0K0.00%00.0%Unchanged
Tang Capital Management LLC20,000$426.4K0.06%00.0%Unchanged
Mirae Asset Global Investments Co., Ltd.19,901$424.3K0.00%00.0%Unchanged
Janus Henderson Group PLC19,784$422.2K0.00%+24+0.1%Added
New York State Common Retirement Fund18,787$400.5K0.00%+38+0.2%Added
Amalgamated Bank18,521$395.0K0.00%00.0%Unchanged
Maryland State Retirement & Pension System17,279$368.4K0.01%−372−2.1%Reduced
Trexquant Investment LP16,822$358.6K0.01%−10,179−37.7%Reduced
Los Angeles Capital Management LLC16,358$348.8K0.00%−486−2.9%Reduced