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 |
|---|---|---|---|---|---|
| Maryland State Retirement & Pension System | 17,035 | $380.6K | 0.01% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 15,157 | $369.2K | 0.00% | +7,741+104.4% | Added |
| New York Life Investment Management LLC | 15,148 | $369.0K | 0.00% | +15,148 | New |
| Teachers Retirement System of the State of Kentucky | 14,624 | $356.0K | 0.00% | 00.0% | Unchanged |
| Doliver Advisors, LP | 14,432 | $351.6K | 0.10% | 00.0% | Unchanged |
| Alps Advisors Inc | 14,360 | $349.8K | 0.00% | +14,360 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 14,342 | $349.4K | 0.02% | +9+0.1% | Added |
| Buckingham Strategic Wealth, LLC | 14,292 | $348.1K | 0.00% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 14,235 | $346.8K | 0.04% | −1,187−7.7% | Reduced |
| Amalgamated Bank | 14,214 | $346.0K | 0.00% | −3,686−20.6% | Reduced |
| Harrell Investment Partners, LLC | 14,040 | $342.0K | 0.10% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 13,922 | $340.0K | 0.00% | +1,750+14.4% | Added |
| Nisa Investment Advisors, LLC | 13,459 | $327.9K | 0.00% | +35+0.3% | Added |
| Oregon Public Employees Retirement Fund | 12,527 | $305.2K | 0.01% | −1,200−8.7% | Reduced |
| Arizona State Retirement System | 12,442 | $303.1K | 0.00% | −225−1.8% | Reduced |
| Hancock Whitney Corp | 12,000 | $292.3K | 0.01% | −93−0.8% | Reduced |
| Jane Street Group, LLC | 11,862 | $289.0K | 0.00% | −9,615−44.8% | Reduced |
| Susquehanna International Group, LLP | 11,083 | $270.0K | 0.00% | −16,480−59.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,996 | $267.9K | 0.00% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 10,658 | $259.6K | 0.16% | −2,140−16.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 10,489 | $255.5K | 0.02% | +10,489 | New |
| New York State Teachers Retirement System | 10,307 | $251.0K | 0.00% | −1,100−9.6% | Reduced |
| Public Employees Retirement Association of Colorado | 10,257 | $250.0K | 0.00% | −148−1.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 10,127 | $246.7K | 0.00% | +13+0.1% | Added |
| Cetera Investment Advisers | 10,039 | $244.6K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 9,805 | $238.8K | 0.01% | +9,805 | New |
| ProShare Advisors LLC | 9,778 | $238.2K | 0.00% | +677+7.4% | Added |
| Symphony Financial, Ltd. Co. | 9,500 | $231.4K | 0.05% | 00.0% | Unchanged |
| Everence Capital Management Inc | 8,879 | $216.0K | 0.01% | 00.0% | Unchanged |
| Intrua Financial, LLC | 8,510 | $207.3K | 0.03% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 8,460 | $206.1K | 0.00% | +8,460 | New |
| SG Americas Securities, LLC | 6,685 | $163.0K | 0.00% | +6,685 | New |
| Mather Group, LLC. | 4,721 | $131.4K | 0.00% | +4,721 | New |
| Sunbelt Securities, Inc. | 5,330 | $129.8K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 4,975 | $121.2K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,840 | $117.9K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 4,462 | $108.7K | 0.10% | +4,462 | New |
| Quantbot Technologies LP | 3,500 | $85.3K | 0.00% | +3,500 | New |
| Chilton Capital Management LLC | 3,275 | $79.8K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 2,861 | $69.7K | 0.00% | +2,861 | New |
| The PNC Financial Services Group, Inc. | 2,786 | $67.9K | 0.00% | −4−0.1% | Reduced |
| Metropolitan Life Insurance Co | 2,733 | $66.6K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,132 | $51.9K | 0.00% | −25,015−92.1% | Reduced |
| KBC Group NV | 1,735 | $42.0K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 1,700 | $41.4K | 0.01% | +1,700 | New |
| Quadrant Capital Group LLC | 865 | $21.1K | 0.00% | −88−9.2% | Reduced |
| POM Investment Strategies, LLC | 293 | $7.13K | 0.01% | +2+0.7% | Added |
| Quarry LP | 272 | $6.63K | 0.00% | +272 | New |
| Lummis Asset Management, LP | 200 | $4.87K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 192 | $4.68K | 0.00% | −303−61.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 153 | $3.73K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 92 | $2.24K | 0.00% | +13+16.5% | Added |
| Lindbrook Capital, LLC | 64 | $1.56K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 50 | $1.22K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 33 | $1.00K | 0.00% | +25+312.5% | Added |
| Covestor Ltd | 54 | $1.00K | 0.00% | +53+5,300.0% | Added |
| FNY Investment Advisers, LLC | 50 | $1.00K | 0.00% | +50 | New |
| Farmers & Merchants Investments Inc | 35 | $853 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 29 | $706 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 21 | $512 | 0.00% | +21 | New |
| Allworth Financial LP | 20 | $488 | 0.00% | −52−72.2% | Reduced |
| Umb Bank N A | 18 | $438 | 0.00% | +18 | New |
| Abound Wealth Management | 14 | $342 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 9 | $215 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5 | $122 | 0.00% | +5 | New |
| 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 |