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.
| 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, Q3 2023
Shares, value and share of portfolio for each institution holding Stellar Bancorp, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Barclays PLC | 54,771 | $1.17M | 0.00% | +2,169+4.1% | Added |
| Prudential Financial Inc | 55,181 | $1.18M | 0.00% | −1,100−2.0% | Reduced |
| Public Sector Pension Investment Board | 57,981 | $1.24M | 0.01% | −22,439−27.9% | Reduced |
| Bank of America Corp | 58,662 | $1.25M | 0.00% | +6,469+12.4% | Added |
| Argent Trust Co | 63,766 | $1.36M | 0.07% | 00.0% | Unchanged |
| Teton Advisors, Inc. | 64,500 | $1.38M | 0.43% | 00.0% | Unchanged |
| First Trust Advisors LP | 67,216 | $1.43M | 0.00% | +16,405+32.3% | Added |
| Segment Wealth Management, LLC | 79,672 | $1.70M | 0.17% | +350.0% | Added |
| William Blair Investment Management, LLC | 81,039 | $1.73M | 0.01% | +81,039 | New |
| Renaissance Technologies LLC | 85,596 | $1.82M | 0.00% | +35,200+69.8% | Added |
| JPMorgan Chase & Co | 93,063 | $1.98M | 0.00% | −9,756−9.5% | Reduced |
| Swiss National Bank | 99,562 | $2.12M | 0.00% | +1,600+1.6% | Added |
| Goldman Sachs Group Inc | 101,587 | $2.17M | 0.00% | −21,065−17.2% | Reduced |
| Crestmont Private Wealth LLC | 104,989 | $2.24M | 1.37% | −46,836−30.8% | Reduced |
| Prospector Partners LLC | 109,028 | $2.32M | 0.32% | −4,700−4.1% | Reduced |
| Invesco Ltd. | 115,422 | $2.46M | 0.00% | −137,482−54.4% | Reduced |
| Royal Bank of Canada | 115,964 | $2.47M | 0.00% | −8,143−6.6% | Reduced |
| Richard Bernstein Advisors LLC | 118,576 | $2.53M | 0.06% | +118,576 | New |
| Elizabeth Park Capital Advisors, Ltd. | 120,000 | $2.56M | 2.10% | 00.0% | Unchanged |
| Legal & General Group Plc | 130,968 | $2.79M | 0.00% | +3,758+3.0% | Added |
| Millennium Management LLC | 137,843 | $2.94M | 0.00% | +137,843 | New |
| Royce & Associates LP | 142,222 | $3.03M | 0.03% | 00.0% | Unchanged |
| Rhumbline Advisers | 142,400 | $3.04M | 0.00% | +1,898+1.4% | Added |
| Ameriprise Financial Inc | 161,531 | $3.44M | 0.00% | −1,774−1.1% | Reduced |
| GWM Advisors LLC | 163,917 | $3.49M | 0.04% | −41,180−20.1% | Reduced |
| RMB Capital Management, LLC | 175,000 | $3.73M | 0.13% | +75,000+75.0% | Added |
| Callahan Advisors, LLC | 178,642 | $3.81M | 0.48% | −3,621−2.0% | Reduced |
| FOCUS Wealth Advisors, LLC | 195,888 | $4.18M | 2.90% | −59,523−23.3% | Reduced |
| Basswood Capital Management, L.L.C. | 200,458 | $4.27M | 0.32% | −47,093−19.0% | Reduced |
| Mercer Global Advisors Inc | 201,538 | $4.30M | 0.02% | −510.0% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 220,492 | $4.81M | 2.24% | −5,437−2.4% | Reduced |
| Principal Financial Group Inc | 253,180 | $5.40M | 0.00% | −4,750−1.8% | Reduced |
| Integrated Wealth Concepts LLC | 258,696 | $5.52M | 0.10% | 00.0% | Unchanged |
| Truist Financial Corp | 273,228 | $5.83M | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 287,117 | $6.12M | 0.01% | +4,653+1.6% | Added |
| Morgan Stanley | 304,911 | $6.50M | 0.00% | −27,352−8.2% | Reduced |
| Alliancebernstein L.P. | 315,153 | $6.72M | 0.00% | +27,500+9.6% | Added |
| Nuveen Asset Management, LLC | 319,909 | $6.82M | 0.00% | +82,136+34.5% | Added |
| Charles Schwab Investment Management Inc | 381,087 | $8.12M | 0.00% | +21,822+6.1% | Added |
| Stieven Capital Advisors, L.P. | 410,916 | $8.76M | 2.27% | −162,583−28.3% | Reduced |
| Bank of New York Mellon Corp | 424,415 | $9.05M | 0.00% | −12,757−2.9% | Reduced |
| FJ Capital Management LLC | 438,433 | $9.35M | 1.06% | +176,705+67.5% | Added |
| Wellington Management Group LLP | 456,798 | $9.74M | 0.00% | +23,307+5.4% | Added |
| Kennedy Capital Management, Inc. | 466,412 | $9.94M | 0.24% | +93,076+24.9% | Added |
| Northern Trust Corp | 809,470 | $17.3M | 0.00% | +10,885+1.4% | Added |
| Geode Capital Management, LLC | 983,613 | $21.0M | 0.00% | +52,992+5.7% | Added |
| King Luther Capital Management Corp | 1,277,860 | $27.2M | 0.14% | 00.0% | Unchanged |
| State Street Corp | 1,860,340 | $39.7M | 0.00% | +32,727+1.8% | Added |
| Dimensional Fund Advisors LP | 1,924,498 | $41.0M | 0.01% | −169,120−8.1% | Reduced |
| Vanguard Group Inc | 3,017,845 | $64.3M | 0.00% | −14,839−0.5% | Reduced |
| BlackRock Inc. | 7,315,576 | $156.0M | 0.00% | −155,874−2.1% | Reduced |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −63,123−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −24,369−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −20,990−100.0% | Sold out |
| Symphony Financial, Ltd. Co. | 0 | $0 | 0.00% | −12,080−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −11,990−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −10,342−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −10,067−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −8,879−100.0% | Sold out |
| Mutual of America Capital Management LLC | 0 | $0 | 0.00% | −8,850−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −7,899−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −216−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −162−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −140−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −92−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| EA Series Trust | – | – | – | – | Not filed |