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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, Q4 2023

Institutional positions in Stellar Bancorp, Inc. as of Dec 31, 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
160
+10 vs. Q3 2023
Shares held
28.9M
+1.61M (+5.9%) vs. Q3 2023
Total value
$803.5M
+$221.9M (+38.2%) vs. Q3 2023
New holders
25
49 more added
Sold out
15
49 more reduced

1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 160 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 heldQ4 2023: $803.5M
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, Q4 2023

Shares, value and share of portfolio for each institution holding Stellar Bancorp, Inc.; share changes are against Q3 2023.

Institutions holding STEL in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.7,705,275$214.5M0.01%+389,699+5.3%Added
Vanguard Group Inc3,138,508$87.4M0.00%+120,663+4.0%Added
State Street Corp2,043,029$56.9M0.00%+182,689+9.8%Added
Dimensional Fund Advisors LP1,716,585$47.8M0.01%−207,913−10.8%Reduced
King Luther Capital Management Corp1,277,860$35.6M0.17%00.0%Unchanged
Geode Capital Management, LLC1,026,451$28.6M0.00%+42,838+4.4%Added
William Blair Investment Management, LLC911,580$25.4M0.07%+830,541+1,024.9%Added
Northern Trust Corp833,066$23.2M0.00%+23,596+2.9%Added
Kennedy Capital Management, Inc.572,143$15.9M0.35%+105,731+22.7%Added
Wellington Management Group LLP440,444$12.3M0.00%−16,354−3.6%Reduced
Bank of New York Mellon Corp431,900$12.0M0.00%+7,485+1.8%Added
Charles Schwab Investment Management Inc392,386$10.9M0.00%+11,299+3.0%Added
Morgan Stanley376,093$10.5M0.00%+71,182+23.3%Added
Stieven Capital Advisors, L.P.358,904$9.99M2.15%−52,012−12.7%Reduced
HighTower Advisors, LLC286,939$7.99M0.01%−178−0.1%Reduced
Truist Financial Corp273,228$7.61M0.01%00.0%Unchanged
Integrated Wealth Concepts LLC258,696$7.20M0.12%00.0%Unchanged
FJ Capital Management LLC246,560$6.86M0.69%−191,873−43.8%Reduced
Principal Financial Group Inc244,557$6.81M0.00%−8,623−3.4%Reduced
Ameriprise Financial Inc240,491$6.70M0.00%+78,960+48.9%Added
Nuveen Asset Management, LLC215,716$6.01M0.00%−104,193−32.6%Reduced
Carlton Hofferkamp & Jenks Wealth Management, LLC219,361$5.84M2.44%−1,131−0.5%Reduced
Mercer Global Advisors Inc201,538$5.61M0.02%00.0%Unchanged
FOCUS Wealth Advisors, LLC195,888$5.45M3.45%00.0%Unchanged
Alliancebernstein L.P.194,064$5.40M0.00%−121,089−38.4%Reduced
Callahan Advisors, LLC178,643$4.97M0.58%+10.0%Added
Basswood Capital Management, L.L.C.176,578$4.92M0.32%−23,880−11.9%Reduced
Great Lakes Advisors, LLC155,956$4.34M0.04%+155,956New
GWM Advisors LLC163,117$4.33M0.04%−800−0.5%Reduced
Millennium Management LLC153,601$4.28M0.00%+15,758+11.4%Added
Rhumbline Advisers148,871$4.14M0.00%+6,471+4.5%Added
Royce & Associates LP142,222$3.96M0.04%00.0%Unchanged
Legal & General Group Plc130,763$3.64M0.00%−205−0.2%Reduced
RMB Capital Management, LLC125,000$3.48M0.11%−50,000−28.6%Reduced
Mendon Capital Advisors Corp125,000$3.48M1.64%+125,000New
Elizabeth Park Capital Advisors, Ltd.120,000$3.34M2.32%00.0%Unchanged
Richard Bernstein Advisors LLC118,648$3.30M0.07%+72+0.1%Added
Goldman Sachs Group Inc114,473$3.19M0.00%+12,886+12.7%Added
JPMorgan Chase & Co112,031$3.12M0.00%+18,968+20.4%Added
Prospector Partners LLC109,028$3.04M0.38%00.0%Unchanged
Royal Bank of Canada107,968$3.00M0.00%−7,996−6.9%Reduced
Crestmont Private Wealth LLC105,593$2.94M1.50%+604+0.6%Added
First Trust Advisors LP104,933$2.92M0.00%+37,717+56.1%Added
Invesco Ltd.102,872$2.86M0.00%−12,550−10.9%Reduced
Public Sector Pension Investment Board97,263$2.71M0.02%+39,282+67.7%Added
Barclays PLC96,485$2.69M0.00%+41,714+76.2%Added
Swiss National Bank89,262$2.49M0.00%−10,300−10.3%Reduced
Segment Wealth Management, LLC79,710$2.22M0.20%+380.0%Added
Bridgeway Capital Management, LLC77,620$2.16M0.05%+36,147+87.2%Added
Empowered Funds, LLC77,620$2.16M0.05%+36,147+87.2%Added
Bank of America Corp75,461$2.10M0.00%+16,799+28.6%Added
Thrivent Financial for Lutherans68,904$1.92M0.00%+25,990+60.6%Added
Teton Advisors, Inc.64,000$1.78M0.58%−500−0.8%Reduced
Argent Trust Co63,666$1.77M0.09%−100−0.2%Reduced
American Century Companies Inc60,445$1.68M0.00%+17,346+40.2%Added
Prudential Financial Inc58,061$1.62M0.00%+2,880+5.2%Added
Citigroup Inc50,787$1.41M0.00%+18,677+58.2%Added
California State Teachers Retirement System48,401$1.35M0.00%−2,368−4.7%Reduced
UBS Group AG46,632$1.30M0.00%+24,812+113.7%Added
UBS Asset Management Americas Inc42,771$1.19M0.00%−367−0.9%Reduced
FMR LLC42,024$1.17M0.00%−9,247−18.0%Reduced
Texas Permanent School Fund40,489$1.13M0.01%+648+1.6%Added
SEI Investments Co40,022$1.11M0.00%+40,022New
Fca Corp39,176$1.09M0.37%+212+0.5%Added
Academy Capital Management Inc38,246$1.06M0.22%00.0%Unchanged
Rafferty Asset Management, LLC37,558$1.05M0.00%+13,159+53.9%Added
Beacon Pointe Advisors, LLC35,858$998.3K0.01%00.0%Unchanged
Credit Suisse AG34,967$973.5K0.00%−5,069−12.7%Reduced
Susquehanna Portfolio Strategies, LLC33,506$932.8K0.02%+33,506New
SFMG, LLC32,711$910.7K0.08%−567−1.7%Reduced
John W. Rosenthal Capital Management, Inc.29,250$814.3K0.93%00.0%Unchanged
State of Alaska, Department of Revenue28,835$802.0K0.01%−413−1.4%Reduced
Oxbow Advisors, LLC28,368$789.8K0.12%00.0%Unchanged
Susquehanna International Group, LLP27,563$767.4K0.00%+12,019+77.3%Added
Tower Research Capital LLC (TRC)27,147$755.8K0.01%+26,027+2,323.8%Added
American International Group, Inc.26,414$735.4K0.00%−218−0.8%Reduced
Illinois Municipal Retirement Fund25,810$719.0K0.01%+395+1.6%Added
MetLife Investment Management25,073$698.0K0.01%00.0%Unchanged
Manufacturers Life Insurance Company, The25,068$697.9K0.00%−544−2.1%Reduced
Crossmark Global Holdings, Inc.25,026$696.0K0.01%−355−1.4%Reduced
State of Tennessee, Treasury Department24,877$692.6K0.00%−2,121−7.9%Reduced
Louisiana State Employees Retirement System23,500$654.2K0.01%−400−1.7%Reduced
Mirae Asset Global Investments Co., Ltd.23,471$653.4K0.00%+3,570+17.9%Added
Yousif Capital Management, LLC23,179$645.3K0.01%−1,700−6.8%Reduced
Linscomb & Williams, Inc.22,712$632.3K0.03%00.0%Unchanged
EJF Capital LLC22,251$619.5K0.32%−6,064−21.4%Reduced
Victory Capital Management Inc21,548$599.9K0.00%−4,920−18.6%Reduced
Jane Street Group, LLC21,477$597.9K0.00%+21,477New
Comerica Bank21,375$595.1K0.00%−80.0%Reduced
Inscription Capital, LLC21,368$594.9K0.16%00.0%Unchanged
Deutsche Bank AG20,980$584.1K0.00%−6,003−22.2%Reduced
Voya Investment Management LLC20,527$571.5K0.00%+187+0.9%Added
Tang Capital Management LLC20,000$556.8K0.05%00.0%Unchanged
New York State Common Retirement Fund19,812$551.6K0.00%+1,025+5.5%Added
Janus Henderson Group PLC19,745$549.9K0.00%−39−0.2%Reduced
Raymond James Financial Services Advisors, Inc.18,000$501.1K0.00%+6,000+50.0%Added
Amalgamated Bank17,900$498.0K0.00%−621−3.4%Reduced
Fayez Sarofim & Co20,263$495.6K0.00%00.0%Unchanged
Los Angeles Capital Management LLC17,058$474.9K0.00%+700+4.3%Added
Maryland State Retirement & Pension System17,035$474.3K0.01%−244−1.4%Reduced