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, Q1 2024
Institutional positions in Stellar Bancorp, Inc. as of Mar 31, 2024. 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
- 165
- +8 vs. Q4 2023
- Shares held
- 28.4M
- −473.2K (−1.6%) vs. Q4 2023
- Total value
- $691.3M
- −$111.5M (−13.9%) vs. Q4 2023
- New holders
- 20
- 41 more added
- Sold out
- 12
- 56 more reduced
3 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Stellar Bancorp, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 7,458,583 | $181.7M | 0.00% | −246,692−3.2% | Reduced |
| Vanguard Group Inc | 3,158,384 | $76.9M | 0.00% | +19,876+0.6% | Added |
| State Street Corp | 2,066,174 | $50.3M | 0.00% | +23,145+1.1% | Added |
| Dimensional Fund Advisors LP | 1,490,658 | $36.3M | 0.01% | −225,927−13.2% | Reduced |
| King Luther Capital Management Corp | 1,277,860 | $31.1M | 0.14% | 00.0% | Unchanged |
| William Blair Investment Management, LLC | 1,104,232 | $26.9M | 0.07% | +192,652+21.1% | Added |
| Geode Capital Management, LLC | 1,055,255 | $25.7M | 0.00% | +28,804+2.8% | Added |
| Northern Trust Corp | 822,262 | $20.0M | 0.00% | −10,804−1.3% | Reduced |
| Kennedy Capital Management, Inc. | 552,189 | $13.5M | 0.28% | −19,954−3.5% | Reduced |
| Bank of New York Mellon Corp | 414,116 | $10.1M | 0.00% | −17,784−4.1% | Reduced |
| Wellington Management Group LLP | 403,117 | $9.82M | 0.00% | −37,327−8.5% | Reduced |
| Charles Schwab Investment Management Inc | 399,978 | $9.74M | 0.00% | +7,592+1.9% | Added |
| Stieven Capital Advisors, L.P. | 359,404 | $8.76M | 1.82% | +500+0.1% | Added |
| Morgan Stanley | 343,342 | $8.36M | 0.00% | −32,751−8.7% | Reduced |
| HighTower Advisors, LLC | 286,956 | $6.99M | 0.01% | +170.0% | Added |
| Integrated Wealth Concepts LLC | 258,696 | $6.30M | 0.09% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 249,457 | $6.08M | 0.00% | +8,966+3.7% | Added |
| FJ Capital Management LLC | 246,560 | $6.01M | 0.61% | 00.0% | Unchanged |
| Principal Financial Group Inc | 243,735 | $5.94M | 0.00% | −822−0.3% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 219,676 | $5.25M | 2.21% | +315+0.1% | Added |
| Millennium Management LLC | 214,425 | $5.22M | 0.00% | +60,824+39.6% | Added |
| Mercer Global Advisors Inc | 201,581 | $4.91M | 0.01% | +430.0% | Added |
| Truist Financial Corp | 198,263 | $4.83M | 0.01% | −74,965−27.4% | Reduced |
| FOCUS Wealth Advisors, LLC | 195,888 | $4.77M | 2.55% | 00.0% | Unchanged |
| Callahan Advisors, LLC | 177,052 | $4.31M | 0.45% | −1,591−0.9% | Reduced |
| Basswood Capital Management, L.L.C. | 176,578 | $4.30M | 0.25% | 00.0% | Unchanged |
| GWM Advisors LLC | 163,117 | $3.97M | 0.03% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 161,710 | $3.94M | 0.03% | +5,754+3.7% | Added |
| Rhumbline Advisers | 149,201 | $3.63M | 0.00% | +330+0.2% | Added |
| Royce & Associates LP | 142,222 | $3.46M | 0.03% | 00.0% | Unchanged |
| Invesco Ltd. | 137,573 | $3.35M | 0.00% | +34,701+33.7% | Added |
| Legal & General Group Plc | 129,582 | $3.16M | 0.00% | −1,181−0.9% | Reduced |
| JPMorgan Chase & Co | 128,768 | $3.14M | 0.00% | +16,737+14.9% | Added |
| Nuveen Asset Management, LLC | 128,433 | $3.13M | 0.00% | −87,283−40.5% | Reduced |
| Elizabeth Park Capital Advisors, Ltd. | 120,000 | $2.92M | 2.43% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 118,703 | $2.89M | 0.00% | −75,361−38.8% | Reduced |
| Richard Bernstein Advisors LLC | 118,648 | $2.89M | 0.06% | 00.0% | Unchanged |
| First Trust Advisors LP | 113,423 | $2.76M | 0.00% | +8,490+8.1% | Added |
| Goldman Sachs Group Inc | 105,814 | $2.58M | 0.00% | −8,659−7.6% | Reduced |
| American Century Companies Inc | 105,712 | $2.58M | 0.00% | +45,267+74.9% | Added |
| Crestmont Private Wealth LLC | 105,343 | $2.57M | 1.27% | −250−0.2% | Reduced |
| Mendon Capital Advisors Corp | 100,000 | $2.44M | 1.41% | −25,000−20.0% | Reduced |
| RMB Capital Management, LLC | 100,000 | $2.44M | 0.06% | −25,000−20.0% | Reduced |
| Public Sector Pension Investment Board | 97,263 | $2.37M | 0.02% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 94,546 | $2.30M | 0.00% | +25,642+37.2% | Added |
| Royal Bank of Canada | 94,432 | $2.30M | 0.00% | −13,536−12.5% | Reduced |
| Swiss National Bank | 89,262 | $2.17M | 0.00% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 83,920 | $2.04M | 0.04% | +6,300+8.1% | Added |
| Empowered Funds, LLC | 83,920 | $2.04M | 0.04% | +6,300+8.1% | Added |
| Segment Wealth Management, LLC | 79,739 | $1.94M | 0.15% | +290.0% | Added |
| Bank of America Corp | 75,408 | $1.84M | 0.00% | −53−0.1% | Reduced |
| Barclays PLC | 66,343 | $1.62M | 0.00% | −30,142−31.2% | Reduced |
| Prudential Financial Inc | 64,861 | $1.58M | 0.00% | +6,800+11.7% | Added |
| Teton Advisors, Inc. | 64,000 | $1.56M | 0.55% | 00.0% | Unchanged |
| Argent Trust Co | 62,266 | $1.52M | 0.07% | −1,400−2.2% | Reduced |
| Citigroup Inc | 58,668 | $1.43M | 0.00% | +7,881+15.5% | Added |
| California State Teachers Retirement System | 45,626 | $1.11M | 0.00% | −2,775−5.7% | Reduced |
| UBS Group AG | 43,069 | $1.05M | 0.00% | −3,563−7.6% | Reduced |
| UBS Asset Management Americas Inc | 42,771 | $1.04M | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 41,437 | $1.01M | 0.00% | +41,437 | New |
| Texas Permanent School Fund | 41,043 | $999.8K | 0.01% | +554+1.4% | Added |
| Credit Suisse AG | 40,324 | $982.3K | 0.00% | +5,357+15.3% | Added |
| Fca Corp | 39,723 | $967.7K | 0.31% | +547+1.4% | Added |
| SEI Investments Co | 38,228 | $931.2K | 0.00% | −1,794−4.5% | Reduced |
| Inscription Capital, LLC | 38,095 | $928.0K | 0.15% | +16,727+78.3% | Added |
| Academy Capital Management Inc | 37,571 | $915.2K | 0.17% | −675−1.8% | Reduced |
| Rafferty Asset Management, LLC | 37,251 | $907.4K | 0.00% | −307−0.8% | Reduced |
| Beacon Pointe Advisors, LLC | 35,858 | $873.5K | 0.01% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 33,506 | $816.2K | 0.02% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 32,987 | $804.0K | 0.06% | +32,987 | New |
| SFMG, LLC | 32,711 | $796.8K | 0.07% | 00.0% | Unchanged |
| FMR LLC | 32,273 | $786.2K | 0.00% | −9,751−23.2% | Reduced |
| Commonwealth Equity Services, LLC | 31,352 | $764.0K | 0.00% | +31,352 | New |
| John W. Rosenthal Capital Management, Inc. | 29,250 | $712.5K | 0.96% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 28,569 | $695.0K | 0.01% | −266−0.9% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 28,500 | $694.3K | 0.03% | +28,500 | New |
| Oxbow Advisors, LLC | 28,368 | $691.0K | 0.09% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 26,538 | $646.0K | 0.01% | +728+2.8% | Added |
| American International Group, Inc. | 26,181 | $637.8K | 0.00% | −233−0.9% | Reduced |
| MetLife Investment Management | 25,073 | $610.8K | 0.00% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 24,958 | $608.0K | 0.01% | −68−0.3% | Reduced |
| Manufacturers Life Insurance Company, The | 24,793 | $604.0K | 0.00% | −275−1.1% | Reduced |
| Louisiana State Employees Retirement System | 23,200 | $565.2K | 0.01% | −300−1.3% | Reduced |
| Linscomb & Williams, Inc. | 22,712 | $553.3K | 0.03% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 21,893 | $533.3K | 0.00% | −2,984−12.0% | Reduced |
| Deutsche Bank AG | 21,569 | $525.4K | 0.00% | +589+2.8% | Added |
| Yousif Capital Management, LLC | 21,174 | $515.8K | 0.01% | −2,005−8.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 19,901 | $510.3K | 0.00% | −3,570−15.2% | Reduced |
| EJF Capital LLC | 20,359 | $495.9K | 0.34% | −1,892−8.5% | Reduced |
| Fayez Sarofim & Co | 20,263 | $493.6K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 19,747 | $480.6K | 0.00% | +20.0% | Added |
| New York State Common Retirement Fund | 19,390 | $472.3K | 0.00% | −422−2.1% | Reduced |
| Comerica Bank | 19,370 | $471.9K | 0.00% | −2,005−9.4% | Reduced |
| Victory Capital Management Inc | 18,778 | $457.4K | 0.00% | −2,770−12.9% | Reduced |
| Wells Fargo & Company | 17,125 | $417.2K | 0.00% | +1,749+11.4% | Added |
| Voya Investment Management LLC | 17,039 | $415.1K | 0.00% | −3,488−17.0% | Reduced |
| Los Angeles Capital Management LLC | 16,607 | $404.5K | 0.00% | −451−2.6% | Reduced |
| Avidian Wealth Solutions, LLC | 16,517 | $402.4K | 0.02% | 00.0% | Unchanged |
| Precedent Wealth Partners, LLC | 16,000 | $389.8K | 0.17% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 15,775 | $384.3K | 0.04% | 00.0% | Unchanged |