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 |
|---|---|---|---|---|---|
| UBS Asset Management Americas Inc | 42,771 | $1.19M | 0.00% | −367−0.9% | Reduced |
| UBS Group AG | 46,632 | $1.30M | 0.00% | +24,812+113.7% | Added |
| California State Teachers Retirement System | 48,401 | $1.35M | 0.00% | −2,368−4.7% | Reduced |
| Citigroup Inc | 50,787 | $1.41M | 0.00% | +18,677+58.2% | Added |
| Prudential Financial Inc | 58,061 | $1.62M | 0.00% | +2,880+5.2% | Added |
| American Century Companies Inc | 60,445 | $1.68M | 0.00% | +17,346+40.2% | Added |
| Argent Trust Co | 63,666 | $1.77M | 0.09% | −100−0.2% | Reduced |
| Teton Advisors, Inc. | 64,000 | $1.78M | 0.58% | −500−0.8% | Reduced |
| Thrivent Financial for Lutherans | 68,904 | $1.92M | 0.00% | +25,990+60.6% | Added |
| Bank of America Corp | 75,461 | $2.10M | 0.00% | +16,799+28.6% | Added |
| Bridgeway Capital Management, LLC | 77,620 | $2.16M | 0.05% | +36,147+87.2% | Added |
| Empowered Funds, LLC | 77,620 | $2.16M | 0.05% | +36,147+87.2% | Added |
| Segment Wealth Management, LLC | 79,710 | $2.22M | 0.20% | +380.0% | Added |
| Swiss National Bank | 89,262 | $2.49M | 0.00% | −10,300−10.3% | Reduced |
| Barclays PLC | 96,485 | $2.69M | 0.00% | +41,714+76.2% | Added |
| Public Sector Pension Investment Board | 97,263 | $2.71M | 0.02% | +39,282+67.7% | Added |
| Invesco Ltd. | 102,872 | $2.86M | 0.00% | −12,550−10.9% | Reduced |
| First Trust Advisors LP | 104,933 | $2.92M | 0.00% | +37,717+56.1% | Added |
| Crestmont Private Wealth LLC | 105,593 | $2.94M | 1.50% | +604+0.6% | Added |
| Royal Bank of Canada | 107,968 | $3.00M | 0.00% | −7,996−6.9% | Reduced |
| Prospector Partners LLC | 109,028 | $3.04M | 0.38% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 112,031 | $3.12M | 0.00% | +18,968+20.4% | Added |
| Goldman Sachs Group Inc | 114,473 | $3.19M | 0.00% | +12,886+12.7% | Added |
| Richard Bernstein Advisors LLC | 118,648 | $3.30M | 0.07% | +72+0.1% | Added |
| Elizabeth Park Capital Advisors, Ltd. | 120,000 | $3.34M | 2.32% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 125,000 | $3.48M | 0.11% | −50,000−28.6% | Reduced |
| Mendon Capital Advisors Corp | 125,000 | $3.48M | 1.64% | +125,000 | New |
| Legal & General Group Plc | 130,763 | $3.64M | 0.00% | −205−0.2% | Reduced |
| Royce & Associates LP | 142,222 | $3.96M | 0.04% | 00.0% | Unchanged |
| Rhumbline Advisers | 148,871 | $4.14M | 0.00% | +6,471+4.5% | Added |
| Millennium Management LLC | 153,601 | $4.28M | 0.00% | +15,758+11.4% | Added |
| GWM Advisors LLC | 163,117 | $4.33M | 0.04% | −800−0.5% | Reduced |
| Great Lakes Advisors, LLC | 155,956 | $4.34M | 0.04% | +155,956 | New |
| Basswood Capital Management, L.L.C. | 176,578 | $4.92M | 0.32% | −23,880−11.9% | Reduced |
| Callahan Advisors, LLC | 178,643 | $4.97M | 0.58% | +10.0% | Added |
| Alliancebernstein L.P. | 194,064 | $5.40M | 0.00% | −121,089−38.4% | Reduced |
| FOCUS Wealth Advisors, LLC | 195,888 | $5.45M | 3.45% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 201,538 | $5.61M | 0.02% | 00.0% | Unchanged |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 219,361 | $5.84M | 2.44% | −1,131−0.5% | Reduced |
| Nuveen Asset Management, LLC | 215,716 | $6.01M | 0.00% | −104,193−32.6% | Reduced |
| Ameriprise Financial Inc | 240,491 | $6.70M | 0.00% | +78,960+48.9% | Added |
| Principal Financial Group Inc | 244,557 | $6.81M | 0.00% | −8,623−3.4% | Reduced |
| FJ Capital Management LLC | 246,560 | $6.86M | 0.69% | −191,873−43.8% | Reduced |
| Integrated Wealth Concepts LLC | 258,696 | $7.20M | 0.12% | 00.0% | Unchanged |
| Truist Financial Corp | 273,228 | $7.61M | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 286,939 | $7.99M | 0.01% | −178−0.1% | Reduced |
| Stieven Capital Advisors, L.P. | 358,904 | $9.99M | 2.15% | −52,012−12.7% | Reduced |
| Morgan Stanley | 376,093 | $10.5M | 0.00% | +71,182+23.3% | Added |
| Charles Schwab Investment Management Inc | 392,386 | $10.9M | 0.00% | +11,299+3.0% | Added |
| Bank of New York Mellon Corp | 431,900 | $12.0M | 0.00% | +7,485+1.8% | Added |
| Wellington Management Group LLP | 440,444 | $12.3M | 0.00% | −16,354−3.6% | Reduced |
| Kennedy Capital Management, Inc. | 572,143 | $15.9M | 0.35% | +105,731+22.7% | Added |
| Northern Trust Corp | 833,066 | $23.2M | 0.00% | +23,596+2.9% | Added |
| William Blair Investment Management, LLC | 911,580 | $25.4M | 0.07% | +830,541+1,024.9% | Added |
| Geode Capital Management, LLC | 1,026,451 | $28.6M | 0.00% | +42,838+4.4% | Added |
| King Luther Capital Management Corp | 1,277,860 | $35.6M | 0.17% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 1,716,585 | $47.8M | 0.01% | −207,913−10.8% | Reduced |
| State Street Corp | 2,043,029 | $56.9M | 0.00% | +182,689+9.8% | Added |
| Vanguard Group Inc | 3,138,508 | $87.4M | 0.00% | +120,663+4.0% | Added |
| BlackRock Inc. | 7,705,275 | $214.5M | 0.01% | +389,699+5.3% | Added |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −85,596−100.0% | Sold out |
| WJ Interests, LLC | 0 | $0 | 0.00% | −50,704−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −35,384−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −22,586−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −16,822−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −16,219−100.0% | Sold out |
| Channing Capital Management, LLC | 0 | $0 | 0.00% | −14,536−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −11,097−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −4,312−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −3,235−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −2,232−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −128−100.0% | Sold out |
| LGT Financial Advisors LLC | 0 | $0 | 0.00% | −107−100.0% | Sold out |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Icon Wealth Partners, LLC | – | – | – | – | Not filed |