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 |
|---|---|---|---|---|---|
| Avidian Wealth Solutions, LLC | 16,517 | $459.8K | 0.03% | −13,182−44.4% | Reduced |
| Precedent Wealth Partners, LLC | 16,000 | $445.4K | 0.23% | +16,000 | New |
| Icon Wealth Advisors, LLC | 15,775 | $439.2K | 0.05% | +15,775 | New |
| Sheets Smith Wealth Management | 15,422 | $429.4K | 0.06% | +730+5.0% | Added |
| Wells Fargo & Company | 15,376 | $428.1K | 0.00% | +2,877+23.0% | Added |
| Teachers Retirement System of the State of Kentucky | 14,624 | $407.0K | 0.00% | 00.0% | Unchanged |
| Doliver Advisors, LP | 14,432 | $401.8K | 0.12% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 14,333 | $399.0K | 0.02% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 14,292 | $397.9K | 0.00% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 14,040 | $390.9K | 0.12% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 13,904 | $387.1K | 0.00% | 00.0% | Unchanged |
| Engrave Wealth Partners LLC | 13,793 | $384.0K | 0.11% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 13,727 | $382.2K | 0.01% | −200−1.4% | Reduced |
| Nisa Investment Advisors, LLC | 13,424 | $373.7K | 0.00% | −20−0.1% | Reduced |
| Patron Partners Advisors, LLC | 12,798 | $356.3K | 0.24% | 00.0% | Unchanged |
| Arizona State Retirement System | 12,667 | $352.6K | 0.00% | −233−1.8% | Reduced |
| Price T Rowe Associates Inc | 12,172 | $339.0K | 0.00% | +1,242+11.4% | Added |
| Hancock Whitney Corp | 12,093 | $336.7K | 0.01% | +12,093 | New |
| New York State Teachers Retirement System | 11,407 | $318.0K | 0.00% | −700−5.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,996 | $306.1K | 0.00% | +3,024+37.9% | Added |
| Watershed Asset Management, L.L.C. | 10,975 | $305.5K | 0.36% | −1,483−11.9% | Reduced |
| Public Employees Retirement Association of Colorado | 10,405 | $290.0K | 0.00% | −3,646−25.9% | Reduced |
| Stephens Inc | 10,214 | $284.4K | 0.00% | −12,016−54.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 10,114 | $281.6K | 0.00% | −21,248−67.8% | Reduced |
| Cetera Investment Advisers | 10,039 | $279.5K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 9,101 | $253.4K | 0.00% | +9,101 | New |
| Everence Capital Management Inc | 8,879 | $247.0K | 0.02% | +8,879 | New |
| Symphony Financial, Ltd. Co. | 9,500 | $244.5K | 0.05% | +9,500 | New |
| Intrua Financial, LLC | 8,510 | $236.9K | 0.04% | +8,510 | New |
| Mutual of America Capital Management LLC | 8,204 | $228.4K | 0.00% | +8,204 | New |
| D. E. Shaw & Co., Inc. | 7,491 | $208.5K | 0.00% | +7,491 | New |
| CI Private Wealth, LLC | 7,416 | $206.5K | 0.00% | +7,416 | New |
| Saxon Interests, Inc. | 7,246 | $201.7K | 0.10% | +7,246 | New |
| Sunbelt Securities, Inc. | 5,330 | $148.4K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 4,975 | $138.5K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,840 | $134.7K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 3,275 | $91.2K | 0.00% | 00.0% | Unchanged |
| HWG Holdings LP | 2,899 | $80.7K | 0.04% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,790 | $77.7K | 0.00% | +2+0.1% | Added |
| Metropolitan Life Insurance Co | 2,733 | $76.1K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 1,735 | $48.0K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 990 | $27.6K | 0.01% | −384−27.9% | Reduced |
| Quadrant Capital Group LLC | 953 | $26.5K | 0.00% | +719+307.3% | Added |
| AJOVista, LLC | 650 | $18.1K | 0.02% | +650 | New |
| GAMMA Investing LLC | 495 | $12.4K | 0.00% | +495 | New |
| POM Investment Strategies, LLC | 291 | $8.11K | 0.01% | +291 | New |
| Psagot Value Holdings Ltd. / (Israel) | 195 | $6.00K | 0.00% | +195 | New |
| Lummis Asset Management, LP | 200 | $5.57K | 0.00% | +200 | New |
| Newbridge Financial Services Group, Inc. | 153 | $4.26K | 0.00% | +153 | New |
| Ronald Blue Trust, Inc. | 200 | $4.00K | 0.00% | +200 | New |
| Signaturefd, LLC | 79 | $2.20K | 0.00% | +79 | New |
| Allworth Financial LP | 72 | $2.00K | 0.00% | +52+260.0% | Added |
| Lindbrook Capital, LLC | 64 | $1.78K | 0.00% | +34+113.3% | Added |
| Parallel Advisors, LLC | 50 | $1.39K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 35 | $974 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 29 | $807 | 0.00% | −117−80.1% | Reduced |
| Abound Wealth Management | 14 | $390 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 9 | $251 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| CWM, LLC | 8 | $0 | 0.00% | +8 | New |
| 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 |