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 |
|---|---|---|---|---|---|
| Inscription Capital, LLC | 38,095 | $928.0K | 0.15% | +16,727+78.3% | Added |
| SEI Investments Co | 38,228 | $931.2K | 0.00% | −1,794−4.5% | Reduced |
| Fca Corp | 39,723 | $967.7K | 0.31% | +547+1.4% | Added |
| Credit Suisse AG | 40,324 | $982.3K | 0.00% | +5,357+15.3% | Added |
| Texas Permanent School Fund | 41,043 | $999.8K | 0.01% | +554+1.4% | Added |
| Balyasny Asset Management LLC | 41,437 | $1.01M | 0.00% | +41,437 | New |
| UBS Asset Management Americas Inc | 42,771 | $1.04M | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 43,069 | $1.05M | 0.00% | −3,563−7.6% | Reduced |
| California State Teachers Retirement System | 45,626 | $1.11M | 0.00% | −2,775−5.7% | Reduced |
| Citigroup Inc | 58,668 | $1.43M | 0.00% | +7,881+15.5% | Added |
| Argent Trust Co | 62,266 | $1.52M | 0.07% | −1,400−2.2% | Reduced |
| Teton Advisors, Inc. | 64,000 | $1.56M | 0.55% | 00.0% | Unchanged |
| Prudential Financial Inc | 64,861 | $1.58M | 0.00% | +6,800+11.7% | Added |
| Barclays PLC | 66,343 | $1.62M | 0.00% | −30,142−31.2% | Reduced |
| Bank of America Corp | 75,408 | $1.84M | 0.00% | −53−0.1% | Reduced |
| Segment Wealth Management, LLC | 79,739 | $1.94M | 0.15% | +290.0% | Added |
| 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 |
| Swiss National Bank | 89,262 | $2.17M | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 94,432 | $2.30M | 0.00% | −13,536−12.5% | Reduced |
| Thrivent Financial for Lutherans | 94,546 | $2.30M | 0.00% | +25,642+37.2% | Added |
| Public Sector Pension Investment Board | 97,263 | $2.37M | 0.02% | 00.0% | Unchanged |
| 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 |
| Crestmont Private Wealth LLC | 105,343 | $2.57M | 1.27% | −250−0.2% | Reduced |
| American Century Companies Inc | 105,712 | $2.58M | 0.00% | +45,267+74.9% | Added |
| Goldman Sachs Group Inc | 105,814 | $2.58M | 0.00% | −8,659−7.6% | Reduced |
| First Trust Advisors LP | 113,423 | $2.76M | 0.00% | +8,490+8.1% | Added |
| Richard Bernstein Advisors LLC | 118,648 | $2.89M | 0.06% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 118,703 | $2.89M | 0.00% | −75,361−38.8% | Reduced |
| Elizabeth Park Capital Advisors, Ltd. | 120,000 | $2.92M | 2.43% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 128,433 | $3.13M | 0.00% | −87,283−40.5% | Reduced |
| JPMorgan Chase & Co | 128,768 | $3.14M | 0.00% | +16,737+14.9% | Added |
| Legal & General Group Plc | 129,582 | $3.16M | 0.00% | −1,181−0.9% | Reduced |
| Invesco Ltd. | 137,573 | $3.35M | 0.00% | +34,701+33.7% | Added |
| Royce & Associates LP | 142,222 | $3.46M | 0.03% | 00.0% | Unchanged |
| Rhumbline Advisers | 149,201 | $3.63M | 0.00% | +330+0.2% | Added |
| Great Lakes Advisors, LLC | 161,710 | $3.94M | 0.03% | +5,754+3.7% | Added |
| GWM Advisors LLC | 163,117 | $3.97M | 0.03% | 00.0% | Unchanged |
| Basswood Capital Management, L.L.C. | 176,578 | $4.30M | 0.25% | 00.0% | Unchanged |
| Callahan Advisors, LLC | 177,052 | $4.31M | 0.45% | −1,591−0.9% | Reduced |
| FOCUS Wealth Advisors, LLC | 195,888 | $4.77M | 2.55% | 00.0% | Unchanged |
| Truist Financial Corp | 198,263 | $4.83M | 0.01% | −74,965−27.4% | Reduced |
| Mercer Global Advisors Inc | 201,581 | $4.91M | 0.01% | +430.0% | Added |
| Millennium Management LLC | 214,425 | $5.22M | 0.00% | +60,824+39.6% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 219,676 | $5.25M | 2.21% | +315+0.1% | Added |
| Principal Financial Group Inc | 243,735 | $5.94M | 0.00% | −822−0.3% | Reduced |
| FJ Capital Management LLC | 246,560 | $6.01M | 0.61% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 249,457 | $6.08M | 0.00% | +8,966+3.7% | Added |
| Integrated Wealth Concepts LLC | 258,696 | $6.30M | 0.09% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 286,956 | $6.99M | 0.01% | +170.0% | Added |
| Morgan Stanley | 343,342 | $8.36M | 0.00% | −32,751−8.7% | Reduced |
| Stieven Capital Advisors, L.P. | 359,404 | $8.76M | 1.82% | +500+0.1% | Added |
| Charles Schwab Investment Management Inc | 399,978 | $9.74M | 0.00% | +7,592+1.9% | Added |
| Wellington Management Group LLP | 403,117 | $9.82M | 0.00% | −37,327−8.5% | Reduced |
| Bank of New York Mellon Corp | 414,116 | $10.1M | 0.00% | −17,784−4.1% | Reduced |
| Kennedy Capital Management, Inc. | 552,189 | $13.5M | 0.28% | −19,954−3.5% | Reduced |
| Northern Trust Corp | 822,262 | $20.0M | 0.00% | −10,804−1.3% | Reduced |
| Geode Capital Management, LLC | 1,055,255 | $25.7M | 0.00% | +28,804+2.8% | Added |
| William Blair Investment Management, LLC | 1,104,232 | $26.9M | 0.07% | +192,652+21.1% | Added |
| King Luther Capital Management Corp | 1,277,860 | $31.1M | 0.14% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 1,490,658 | $36.3M | 0.01% | −225,927−13.2% | Reduced |
| State Street Corp | 2,066,174 | $50.3M | 0.00% | +23,145+1.1% | Added |
| Vanguard Group Inc | 3,158,384 | $76.9M | 0.00% | +19,876+0.6% | Added |
| BlackRock Inc. | 7,458,583 | $181.7M | 0.00% | −246,692−3.2% | Reduced |
| Prospector Partners LLC | 0 | $0 | 0.00% | −109,028−100.0% | Sold out |
| Tang Capital Management LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −18,000−100.0% | Sold out |
| State Board of Administration of Florida Retirement System | 0 | $0 | 0.00% | −13,904−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −10,214−100.0% | Sold out |
| Mutual of America Capital Management LLC | 0 | $0 | 0.00% | −8,204−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −7,491−100.0% | Sold out |
| Saxon Interests, Inc. | 0 | $0 | 0.00% | −7,246−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −990−100.0% | Sold out |
| AJOVista, LLC | 0 | $0 | 0.00% | −650−100.0% | Sold out |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −195−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Engrave Wealth Partners LLC | – | – | – | – | Not filed |
| Watershed Asset Management, L.L.C. | – | – | – | – | Not filed |
| HWG Holdings LP | – | – | – | – | Not filed |