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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Stellar Bancorp, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| CWM, LLC | 8 | $0 | 0.00% | +8 | New |
| Farther Finance Advisors, LLC | 9 | $251 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 14 | $390 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 29 | $807 | 0.00% | −117−80.1% | Reduced |
| Farmers & Merchants Investments Inc | 35 | $974 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 50 | $1.39K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 64 | $1.78K | 0.00% | +34+113.3% | Added |
| Allworth Financial LP | 72 | $2.00K | 0.00% | +52+260.0% | Added |
| Signaturefd, LLC | 79 | $2.20K | 0.00% | +79 | New |
| Ronald Blue Trust, Inc. | 200 | $4.00K | 0.00% | +200 | New |
| Newbridge Financial Services Group, Inc. | 153 | $4.26K | 0.00% | +153 | New |
| Lummis Asset Management, LP | 200 | $5.57K | 0.00% | +200 | New |
| Psagot Value Holdings Ltd. / (Israel) | 195 | $6.00K | 0.00% | +195 | New |
| POM Investment Strategies, LLC | 291 | $8.11K | 0.01% | +291 | New |
| GAMMA Investing LLC | 495 | $12.4K | 0.00% | +495 | New |
| AJOVista, LLC | 650 | $18.1K | 0.02% | +650 | New |
| Quadrant Capital Group LLC | 953 | $26.5K | 0.00% | +719+307.3% | Added |
| Elequin Capital LP | 990 | $27.6K | 0.01% | −384−27.9% | Reduced |
| KBC Group NV | 1,735 | $48.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,733 | $76.1K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,790 | $77.7K | 0.00% | +2+0.1% | Added |
| HWG Holdings LP | 2,899 | $80.7K | 0.04% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 3,275 | $91.2K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,840 | $134.7K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 4,975 | $138.5K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 5,330 | $148.4K | 0.02% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 7,246 | $201.7K | 0.10% | +7,246 | New |
| CI Private Wealth, LLC | 7,416 | $206.5K | 0.00% | +7,416 | New |
| D. E. Shaw & Co., Inc. | 7,491 | $208.5K | 0.00% | +7,491 | New |
| Mutual of America Capital Management LLC | 8,204 | $228.4K | 0.00% | +8,204 | New |
| Intrua Financial, LLC | 8,510 | $236.9K | 0.04% | +8,510 | New |
| Symphony Financial, Ltd. Co. | 9,500 | $244.5K | 0.05% | +9,500 | New |
| Everence Capital Management Inc | 8,879 | $247.0K | 0.02% | +8,879 | New |
| ProShare Advisors LLC | 9,101 | $253.4K | 0.00% | +9,101 | New |
| Cetera Investment Advisers | 10,039 | $279.5K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 10,114 | $281.6K | 0.00% | −21,248−67.8% | Reduced |
| Stephens Inc | 10,214 | $284.4K | 0.00% | −12,016−54.1% | Reduced |
| Public Employees Retirement Association of Colorado | 10,405 | $290.0K | 0.00% | −3,646−25.9% | Reduced |
| Watershed Asset Management, L.L.C. | 10,975 | $305.5K | 0.36% | −1,483−11.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,996 | $306.1K | 0.00% | +3,024+37.9% | Added |
| New York State Teachers Retirement System | 11,407 | $318.0K | 0.00% | −700−5.8% | Reduced |
| Hancock Whitney Corp | 12,093 | $336.7K | 0.01% | +12,093 | New |
| Price T Rowe Associates Inc | 12,172 | $339.0K | 0.00% | +1,242+11.4% | Added |
| Arizona State Retirement System | 12,667 | $352.6K | 0.00% | −233−1.8% | Reduced |
| Patron Partners Advisors, LLC | 12,798 | $356.3K | 0.24% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 13,424 | $373.7K | 0.00% | −20−0.1% | Reduced |
| Oregon Public Employees Retirement Fund | 13,727 | $382.2K | 0.01% | −200−1.4% | Reduced |
| Engrave Wealth Partners LLC | 13,793 | $384.0K | 0.11% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 13,904 | $387.1K | 0.00% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 14,040 | $390.9K | 0.12% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 14,292 | $397.9K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 14,333 | $399.0K | 0.02% | 00.0% | Unchanged |
| Doliver Advisors, LP | 14,432 | $401.8K | 0.12% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 14,624 | $407.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 15,376 | $428.1K | 0.00% | +2,877+23.0% | Added |
| Sheets Smith Wealth Management | 15,422 | $429.4K | 0.06% | +730+5.0% | Added |
| Icon Wealth Advisors, LLC | 15,775 | $439.2K | 0.05% | +15,775 | New |
| Precedent Wealth Partners, LLC | 16,000 | $445.4K | 0.23% | +16,000 | New |
| Avidian Wealth Solutions, LLC | 16,517 | $459.8K | 0.03% | −13,182−44.4% | Reduced |
| Maryland State Retirement & Pension System | 17,035 | $474.3K | 0.01% | −244−1.4% | Reduced |
| Los Angeles Capital Management LLC | 17,058 | $474.9K | 0.00% | +700+4.3% | Added |
| Fayez Sarofim & Co | 20,263 | $495.6K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 17,900 | $498.0K | 0.00% | −621−3.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 18,000 | $501.1K | 0.00% | +6,000+50.0% | Added |
| Janus Henderson Group PLC | 19,745 | $549.9K | 0.00% | −39−0.2% | Reduced |
| New York State Common Retirement Fund | 19,812 | $551.6K | 0.00% | +1,025+5.5% | Added |
| Tang Capital Management LLC | 20,000 | $556.8K | 0.05% | 00.0% | Unchanged |
| Voya Investment Management LLC | 20,527 | $571.5K | 0.00% | +187+0.9% | Added |
| Deutsche Bank AG | 20,980 | $584.1K | 0.00% | −6,003−22.2% | Reduced |
| Inscription Capital, LLC | 21,368 | $594.9K | 0.16% | 00.0% | Unchanged |
| Comerica Bank | 21,375 | $595.1K | 0.00% | −80.0% | Reduced |
| Jane Street Group, LLC | 21,477 | $597.9K | 0.00% | +21,477 | New |
| Victory Capital Management Inc | 21,548 | $599.9K | 0.00% | −4,920−18.6% | Reduced |
| EJF Capital LLC | 22,251 | $619.5K | 0.32% | −6,064−21.4% | Reduced |
| Linscomb & Williams, Inc. | 22,712 | $632.3K | 0.03% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 23,179 | $645.3K | 0.01% | −1,700−6.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 23,471 | $653.4K | 0.00% | +3,570+17.9% | Added |
| Louisiana State Employees Retirement System | 23,500 | $654.2K | 0.01% | −400−1.7% | Reduced |
| State of Tennessee, Treasury Department | 24,877 | $692.6K | 0.00% | −2,121−7.9% | Reduced |
| Crossmark Global Holdings, Inc. | 25,026 | $696.0K | 0.01% | −355−1.4% | Reduced |
| Manufacturers Life Insurance Company, The | 25,068 | $697.9K | 0.00% | −544−2.1% | Reduced |
| MetLife Investment Management | 25,073 | $698.0K | 0.01% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 25,810 | $719.0K | 0.01% | +395+1.6% | Added |
| American International Group, Inc. | 26,414 | $735.4K | 0.00% | −218−0.8% | Reduced |
| Tower Research Capital LLC (TRC) | 27,147 | $755.8K | 0.01% | +26,027+2,323.8% | Added |
| Susquehanna International Group, LLP | 27,563 | $767.4K | 0.00% | +12,019+77.3% | Added |
| Oxbow Advisors, LLC | 28,368 | $789.8K | 0.12% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 28,835 | $802.0K | 0.01% | −413−1.4% | Reduced |
| John W. Rosenthal Capital Management, Inc. | 29,250 | $814.3K | 0.93% | 00.0% | Unchanged |
| SFMG, LLC | 32,711 | $910.7K | 0.08% | −567−1.7% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 33,506 | $932.8K | 0.02% | +33,506 | New |
| Credit Suisse AG | 34,967 | $973.5K | 0.00% | −5,069−12.7% | Reduced |
| Beacon Pointe Advisors, LLC | 35,858 | $998.3K | 0.01% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 37,558 | $1.05M | 0.00% | +13,159+53.9% | Added |
| Academy Capital Management Inc | 38,246 | $1.06M | 0.22% | 00.0% | Unchanged |
| Fca Corp | 39,176 | $1.09M | 0.37% | +212+0.5% | Added |
| SEI Investments Co | 40,022 | $1.11M | 0.00% | +40,022 | New |
| Texas Permanent School Fund | 40,489 | $1.13M | 0.01% | +648+1.6% | Added |
| FMR LLC | 42,024 | $1.17M | 0.00% | −9,247−18.0% | Reduced |