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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
Covestor Ltd2$00.00%−4−66.7%Reduced
Farther Finance Advisors, LLC9$1920.00%00.0%Unchanged
Abound Wealth Management14$2990.00%00.0%Unchanged
Allworth Financial LP20$4270.00%+20New
Lindbrook Capital, LLC30$6400.00%−14−31.8%Reduced
Farmers & Merchants Investments Inc35$7460.00%−18−34.0%Reduced
Parallel Advisors, LLC50$1.07K0.00%−26−34.2%Reduced
Parkside Financial Bank & Trust55$1.17K0.00%−36−39.6%Reduced
LGT Financial Advisors LLC107$2.28K0.00%+107New
Massmutual Trust Co FSB128$2.73K0.00%00.0%Unchanged
Versant Capital Management, Inc146$3.11K0.00%00.0%Unchanged
Quadrant Capital Group LLC234$4.99K0.00%−1,475−86.3%Reduced
Tower Research Capital LLC (TRC)1,120$23.9K0.00%−3,702−76.8%Reduced
Elequin Capital LP1,374$29.3K0.01%−169−11.0%Reduced
KBC Group NV1,735$37.0K0.00%−1,505−46.5%Reduced
Federated Hermes, Inc.2,232$47.6K0.00%+351+18.7%Added
Aquatic Capital Management LLC2,500$53.0K0.00%+1,900+316.7%Added
Metropolitan Life Insurance Co2,733$58.3K0.00%+184+7.2%Added
The PNC Financial Services Group, Inc.2,788$59.4K0.00%−1,197−30.0%Reduced
HWG Holdings LP2,899$61.8K0.03%+2,190+308.9%Added
State of Wyoming3,235$69.0K0.01%+3,235New
Chilton Capital Management LLC3,275$69.8K0.00%00.0%Unchanged
Quantbot Technologies LP4,312$91.9K0.01%+4,312New
Ameritas Investment Partners, Inc.4,840$103.2K0.00%+818+20.3%Added
Plante Moran Financial Advisors, LLC4,975$106.1K0.01%+4,975New
Sunbelt Securities, Inc.5,330$113.6K0.02%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)7,972$170.0K0.00%00.0%Unchanged
Cetera Investment Advisers10,039$214.0K0.00%00.0%Unchanged
Price T Rowe Associates Inc10,930$234.0K0.00%+1,016+10.2%Added
Rockefeller Capital Management L.P.11,097$236.6K0.00%00.0%Unchanged
Raymond James Financial Services Advisors, Inc.12,000$255.8K0.00%00.0%Unchanged
New York State Teachers Retirement System12,107$258.0K0.00%−600−4.7%Reduced
Watershed Asset Management, L.L.C.12,458$265.6K0.32%+12,458New
Wells Fargo & Company12,499$266.5K0.00%−9,083−42.1%Reduced
Patron Partners Advisors, LLC12,798$272.9K0.20%00.0%Unchanged
Arizona State Retirement System12,900$275.0K0.00%+252+2.0%Added
Nisa Investment Advisors, LLC13,444$286.6K0.00%00.0%Unchanged
Engrave Wealth Partners LLC13,793$294.1K0.09%00.0%Unchanged
State Board of Administration of Florida Retirement System13,904$296.4K0.00%+80+0.6%Added
Oregon Public Employees Retirement Fund13,927$296.9K0.00%−200−1.4%Reduced
Harrell Investment Partners, LLC14,040$297.2K0.10%00.0%Unchanged
Public Employees Retirement Association of Colorado14,051$300.0K0.00%−983−6.5%Reduced
Buckingham Strategic Wealth, LLC14,292$304.7K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC14,333$305.6K0.02%−3,000−17.3%Reduced
Doliver Advisors, LP14,432$307.7K0.09%00.0%Unchanged
Channing Capital Management, LLC14,536$309.9K0.01%+14,536New
Teachers Retirement System of the State of Kentucky14,624$312.0K0.00%00.0%Unchanged
Sheets Smith Wealth Management14,692$313.2K0.05%+403+2.8%Added
Susquehanna International Group, LLP15,544$331.4K0.00%−7,174−31.6%Reduced
Icon Wealth Partners, LLC15,775$336.3K0.04%−2,560−14.0%Reduced
Walleye Capital LLC16,219$345.8K0.01%+16,219New
Los Angeles Capital Management LLC16,358$348.8K0.00%−486−2.9%Reduced
Trexquant Investment LP16,822$358.6K0.01%−10,179−37.7%Reduced
Maryland State Retirement & Pension System17,279$368.4K0.01%−372−2.1%Reduced
Amalgamated Bank18,521$395.0K0.00%00.0%Unchanged
New York State Common Retirement Fund18,787$400.5K0.00%+38+0.2%Added
Janus Henderson Group PLC19,784$422.2K0.00%+24+0.1%Added
Mirae Asset Global Investments Co., Ltd.19,901$424.3K0.00%00.0%Unchanged
Tang Capital Management LLC20,000$426.4K0.06%00.0%Unchanged
Fayez Sarofim & Co20,263$432.0K0.00%00.0%Unchanged
Voya Investment Management LLC20,340$433.6K0.00%+323+1.6%Added
Inscription Capital, LLC21,368$455.6K0.15%00.0%Unchanged
Comerica Bank21,383$455.9K0.00%+21,383New
UBS Group AG21,820$465.2K0.00%−24,018−52.4%Reduced
Stephens Inc22,230$473.9K0.01%−349−1.5%Reduced
SG Americas Securities, LLC22,586$482.0K0.01%+22,586New
Linscomb & Williams, Inc.22,712$484.2K0.03%00.0%Unchanged
Louisiana State Employees Retirement System23,900$509.5K0.01%+100+0.4%Added
Rafferty Asset Management, LLC24,399$520.2K0.00%−4,949−16.9%Reduced
Yousif Capital Management, LLC24,879$530.4K0.01%−880−3.4%Reduced
MetLife Investment Management25,073$534.6K0.00%00.0%Unchanged
Illinois Municipal Retirement Fund25,415$542.0K0.01%+25,415New
Manufacturers Life Insurance Company, The25,612$546.0K0.00%+5,767+29.1%Added
Victory Capital Management Inc26,468$564.3K0.00%−185,876−87.5%Reduced
American International Group, Inc.26,632$567.8K0.00%+667+2.6%Added
Crossmark Global Holdings, Inc.25,381$575.0K0.01%+2,000+8.6%Added
Deutsche Bank AG26,983$575.3K0.00%+8,646+47.2%Added
State of Tennessee, Treasury Department26,998$575.6K0.00%00.0%Unchanged
EJF Capital LLC28,315$603.7K0.27%−5,123−15.3%Reduced
Oxbow Advisors, LLC28,368$604.8K0.10%00.0%Unchanged
State of Alaska, Department of Revenue29,248$623.0K0.01%−563−1.9%Reduced
John W. Rosenthal Capital Management, Inc.29,250$623.6K0.84%00.0%Unchanged
Avidian Wealth Solutions, LLC29,699$633.2K0.04%+12,362+71.3%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys31,362$668.6K0.01%−19,851−38.8%Reduced
Citigroup Inc32,110$684.6K0.00%−23,562−42.3%Reduced
SFMG, LLC33,278$709.5K0.07%00.0%Unchanged
Creative Planning35,384$754.4K0.00%−4,073−10.3%Reduced
Beacon Pointe Advisors, LLC35,858$764.5K0.01%−57−0.2%Reduced
Academy Capital Management Inc38,246$815.4K0.17%00.0%Unchanged
Fca Corp38,964$830.7K0.31%+794+2.1%Added
Texas Permanent School Fund39,841$849.4K0.01%−51−0.1%Reduced
Credit Suisse AG40,036$853.6K0.00%−2,406−5.7%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
Thrivent Financial for Lutherans42,914$915.0K0.00%−428−1.0%Reduced
American Century Companies Inc43,099$918.9K0.00%+8,219+23.6%Added
UBS Asset Management Americas Inc43,138$919.7K0.00%+1,986+4.8%Added
WJ Interests, LLC50,704$1.08M0.75%00.0%Unchanged
California State Teachers Retirement System50,769$1.08M0.00%−3,857−7.1%Reduced
FMR LLC51,271$1.09M0.00%+8,117+18.8%Added