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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, Q2 2024

Institutional positions in Stellar Bancorp, Inc. as of Jun 30, 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
164
0 vs. Q1 2024
Shares held
28.9M
+544.9K (+1.9%) vs. Q1 2024
Total value
$664.0M
−$26.3M (−3.8%) vs. Q1 2024
New holders
18
60 more added
Sold out
18
53 more reduced

1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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.

Institutional holdersQ2 2024: 164 institutions
Q1 2021: 87 institutionsQ2 2021: 84 institutionsQ3 2021: 76 institutionsQ4 2021: 89 institutionsQ1 2022: 96 institutionsQ2 2022: 99 institutionsQ3 2022: 111 institutionsQ4 2022: 168 institutionsQ1 2023: 152 institutionsQ2 2023: 153 institutionsQ3 2023: 151 institutionsQ4 2023: 160 institutionsQ1 2024: 165 institutionsQ2 2024: 164 institutionsQ3 2024: 175 institutionsQ4 2024: 180 institutionsQ1 2025: 189 institutionsQ2 2025: 184 institutionsQ3 2025: 191 institutionsQ4 2025: 194 institutionsQ1 2026: 229 institutionsQ2 2026: 213 institutions
Value heldQ2 2024: $664.0M
Q1 2021: $280.0MQ2 2021: $263.6MQ3 2021: $252.4MQ4 2021: $302.5MQ1 2022: $351.7MQ2 2022: $303.6MQ3 2022: $365.1MQ4 2022: $804.1MQ1 2023: $675.6MQ2 2023: $630.8MQ3 2023: $582.0MQ4 2023: $803.5MQ1 2024: $691.3MQ2 2024: $664.0MQ3 2024: $758.2MQ4 2024: $865.1MQ1 2025: $831.8MQ2 2025: $866.7MQ3 2025: $958.2MQ4 2025: $980.6MQ1 2026: $1.22BQ2 2026: $1.28B
Institutions holding STEL and their total value by quarter
QuarterHoldersValue
Q2 2026213$1.28B
Q1 2026229$1.22B
Q4 2025194$980.6M
Q3 2025191$958.2M
Q2 2025184$866.7M
Q1 2025189$831.8M
Q4 2024180$865.1M
Q3 2024175$758.2M
Q2 2024164$664.0M
Q1 2024165$691.3M
Q4 2023160$803.5M
Q3 2023151$582.0M
Q2 2023153$630.8M
Q1 2023152$675.6M
Q4 2022168$804.1M
Q3 2022111$365.1M
Q2 202299$303.6M
Q1 202296$351.7M
Q4 202189$302.5M
Q3 202176$252.4M
Q2 202184$263.6M
Q1 202187$280.0M

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Stellar Bancorp, Inc.; share changes are against Q1 2024.

Institutions holding STEL in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Larson Financial Group LLC5$1150.00%+5New
Parkside Financial Bank & Trust6$1380.00%+6New
Farther Finance Advisors, LLC9$2030.00%00.0%Unchanged
Rothschild Investment LLC10$2300.00%+5+100.0%Added
Abound Wealth Management14$3220.00%00.0%Unchanged
Umb Bank N A19$4360.00%+1+5.6%Added
Allworth Financial LP20$5200.00%00.0%Unchanged
Farmers & Merchants Investments Inc35$8040.00%00.0%Unchanged
Covestor Ltd52$1.00K0.00%−2−3.7%Reduced
HWG Holdings LP50$1.15K0.00%+50New
Smartleaf Asset Management LLC58$1.29K0.00%+58New
GAMMA Investing LLC107$2.46K0.00%−85−44.3%Reduced
CWM, LLC124$3.00K0.00%+91+275.8%Added
Quarry LP168$3.86K0.00%−104−38.2%Reduced
Lummis Asset Management, LP200$4.59K0.01%00.0%Unchanged
Signaturefd, LLC209$4.80K0.00%+117+127.2%Added
POM Investment Strategies, LLC296$6.79K0.01%+3+1.0%Added
Catalyst Funds Management Pty Ltd300$6.89K0.00%−1,400−82.4%Reduced
Ronald Blue Trust, Inc.335$8.16K0.00%+335New
Parallel Advisors, LLC585$13.4K0.00%+535+1,070.0%Added
Lindbrook Capital, LLC792$18.2K0.00%+728+1,137.5%Added
Advisors Asset Management, Inc.913$21.0K0.00%+913New
Quadrant Capital Group LLC1,136$26.1K0.00%+271+31.3%Added
KBC Group NV1,735$40.0K0.00%00.0%Unchanged
Innealta Capital, LLC2,098$48.2K0.02%+2,098New
Quantbot Technologies LP2,729$62.7K0.00%−771−22.0%Reduced
The PNC Financial Services Group, Inc.2,850$65.4K0.00%+64+2.3%Added
Chilton Capital Management LLC3,275$75.2K0.00%00.0%Unchanged
EntryPoint Capital, LLC3,546$81.4K0.04%−916−20.5%Reduced
Ameritas Investment Partners, Inc.4,840$111.1K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC4,975$114.2K0.01%00.0%Unchanged
Mather Group, LLC.4,743$115.5K0.00%+22+0.5%Added
Sunbelt Securities, Inc.5,330$122.4K0.01%00.0%Unchanged
STRS Ohio8,500$195.2K0.00%+8,500New
Nisa Investment Advisors, LLC8,538$196.0K0.00%−4,921−36.6%Reduced
Symphony Financial, Ltd. Co.9,500$211.1K0.04%00.0%Unchanged
Quest Partners LLC9,321$214.0K0.03%+9,300+44,285.7%Added
Cetera Investment Advisers10,039$230.5K0.00%00.0%Unchanged
Commonwealth of Pennsylvania Public School Empls Retrmt Sys10,159$233.3K0.00%+32+0.3%Added
Victory Capital Management Inc10,263$235.6K0.00%−8,515−45.3%Reduced
Public Employees Retirement Association of Colorado10,257$236.0K0.00%00.0%Unchanged
New York State Teachers Retirement System10,307$237.0K0.00%00.0%Unchanged
Patron Partners Advisors, LLC10,658$244.7K0.14%00.0%Unchanged
Oregon Public Employees Retirement Fund11,427$262.4K0.01%−1,100−8.8%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)12,201$280.1K0.00%+1,205+11.0%Added
Arizona State Retirement System12,683$291.2K0.00%+241+1.9%Added
Harrell Investment Partners, LLC12,840$294.8K0.09%−1,200−8.5%Reduced
FMR LLC13,288$305.1K0.00%−18,985−58.8%Reduced
Trexquant Investment LP13,647$313.3K0.00%+13,647New
Los Angeles Capital Management LLC13,896$319.1K0.00%−2,711−16.3%Reduced
State Board of Administration of Florida Retirement System13,904$319.2K0.00%+13,904New
Captrust Financial Advisors14,001$321.5K0.00%+14,001New
Sheets Smith Wealth Management14,246$327.1K0.04%+11+0.1%Added
Alps Advisors Inc14,290$328.1K0.00%−70−0.5%Reduced
Buckingham Strategic Wealth, LLC14,292$328.1K0.00%00.0%Unchanged
Versant Capital Management, Inc14,374$330.0K0.08%+14,345+49,465.5%Added
Amalgamated Bank14,414$331.0K0.00%+200+1.4%Added
Teachers Retirement System of the State of Kentucky14,624$335.0K0.00%00.0%Unchanged
Semanteon Capital Management, LP14,795$339.7K0.24%+14,795New
CI Private Wealth, LLC15,157$348.0K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)15,182$348.6K0.01%+13,050+612.1%Added
Price T Rowe Associates Inc15,627$359.0K0.00%+1,705+12.2%Added
D. E. Shaw & Co., Inc.15,653$359.4K0.00%+15,653New
Icon Wealth Advisors, LLC13,215$362.1K0.03%−2,560−16.2%Reduced
Creative Planning15,783$362.4K0.00%+15,783New
Precedent Wealth Partners, LLC16,000$367.4K0.15%00.0%Unchanged
Maryland State Retirement & Pension System16,438$377.4K0.01%−597−3.5%Reduced
Avidian Wealth Solutions, LLC16,517$379.2K0.02%00.0%Unchanged
Comerica Bank17,185$394.6K0.00%−2,185−11.3%Reduced
Voya Investment Management LLC17,484$401.4K0.00%+445+2.6%Added
EJF Capital LLC18,238$418.7K0.31%−2,121−10.4%Reduced
Deutsche Bank AG18,894$433.8K0.00%−2,675−12.4%Reduced
Yousif Capital Management, LLC18,916$434.3K0.00%−2,258−10.7%Reduced
Janus Henderson Group PLC19,495$447.7K0.00%−252−1.3%Reduced
Citadel Advisors LLC19,712$452.6K0.00%+19,712New
New York State Common Retirement Fund19,801$454.6K0.00%+411+2.1%Added
Susquehanna International Group, LLP20,197$463.7K0.00%+9,114+82.2%Added
Fayez Sarofim & Co20,263$465.2K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC20,333$466.8K0.02%+5,991+41.8%Added
Wells Fargo & Company21,859$501.9K0.00%+4,734+27.6%Added
State of Tennessee, Treasury Department21,893$502.7K0.00%00.0%Unchanged
Linscomb & Williams, Inc.22,712$521.5K0.03%00.0%Unchanged
Commonwealth Equity Services, LLC23,024$529.0K0.00%−8,328−26.6%Reduced
Louisiana State Employees Retirement System23,700$544.2K0.01%+500+2.2%Added
Mirae Asset Global ETFs Holdings Ltd.24,405$560.3K0.00%+24,405New
Crossmark Global Holdings, Inc.24,935$573.0K0.01%−23−0.1%Reduced
Manufacturers Life Insurance Company, The26,077$598.7K0.00%+1,284+5.2%Added
Illinois Municipal Retirement Fund26,099$599.2K0.01%−439−1.7%Reduced
State of Alaska, Department of Revenue27,680$635.0K0.01%−889−3.1%Reduced
MetLife Investment Management27,806$638.4K0.00%+2,733+10.9%Added
Oxbow Advisors, LLC28,368$651.3K0.08%00.0%Unchanged
Corebridge Financial, Inc.28,414$652.4K0.00%+28,414New
John W. Rosenthal Capital Management, Inc.29,250$671.6K0.95%00.0%Unchanged
Beacon Pointe Advisors, LLC30,197$693.3K0.01%−5,661−15.8%Reduced
Russell Investments Group, Ltd.31,122$714.6K0.00%+22,662+267.9%Added
UBS Group AG31,198$716.3K0.00%−11,871−27.6%Reduced
SFMG, LLC32,711$751.0K0.07%00.0%Unchanged
Susquehanna Portfolio Strategies, LLC33,506$769.3K0.03%00.0%Unchanged
SEI Investments Co37,096$851.7K0.00%−1,132−3.0%Reduced
Academy Capital Management Inc37,571$862.6K0.16%00.0%Unchanged