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.
| 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, Q2 2024
Shares, value and share of portfolio for each institution holding Stellar Bancorp, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Icon Wealth Advisors, LLC | 13,215 | $362.1K | 0.03% | −2,560−16.2% | Reduced |
| D. E. Shaw & Co., Inc. | 15,653 | $359.4K | 0.00% | +15,653 | New |
| Price T Rowe Associates Inc | 15,627 | $359.0K | 0.00% | +1,705+12.2% | Added |
| Tower Research Capital LLC (TRC) | 15,182 | $348.6K | 0.01% | +13,050+612.1% | Added |
| CI Private Wealth, LLC | 15,157 | $348.0K | 0.00% | 00.0% | Unchanged |
| Semanteon Capital Management, LP | 14,795 | $339.7K | 0.24% | +14,795 | New |
| Teachers Retirement System of the State of Kentucky | 14,624 | $335.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 14,414 | $331.0K | 0.00% | +200+1.4% | Added |
| Versant Capital Management, Inc | 14,374 | $330.0K | 0.08% | +14,345+49,465.5% | Added |
| Buckingham Strategic Wealth, LLC | 14,292 | $328.1K | 0.00% | 00.0% | Unchanged |
| Alps Advisors Inc | 14,290 | $328.1K | 0.00% | −70−0.5% | Reduced |
| Sheets Smith Wealth Management | 14,246 | $327.1K | 0.04% | +11+0.1% | Added |
| Captrust Financial Advisors | 14,001 | $321.5K | 0.00% | +14,001 | New |
| State Board of Administration of Florida Retirement System | 13,904 | $319.2K | 0.00% | +13,904 | New |
| Los Angeles Capital Management LLC | 13,896 | $319.1K | 0.00% | −2,711−16.3% | Reduced |
| Trexquant Investment LP | 13,647 | $313.3K | 0.00% | +13,647 | New |
| FMR LLC | 13,288 | $305.1K | 0.00% | −18,985−58.8% | Reduced |
| Harrell Investment Partners, LLC | 12,840 | $294.8K | 0.09% | −1,200−8.5% | Reduced |
| Arizona State Retirement System | 12,683 | $291.2K | 0.00% | +241+1.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,201 | $280.1K | 0.00% | +1,205+11.0% | Added |
| Oregon Public Employees Retirement Fund | 11,427 | $262.4K | 0.01% | −1,100−8.8% | Reduced |
| Patron Partners Advisors, LLC | 10,658 | $244.7K | 0.14% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 10,307 | $237.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 10,257 | $236.0K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 10,263 | $235.6K | 0.00% | −8,515−45.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 10,159 | $233.3K | 0.00% | +32+0.3% | Added |
| Cetera Investment Advisers | 10,039 | $230.5K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 9,321 | $214.0K | 0.03% | +9,300+44,285.7% | Added |
| Symphony Financial, Ltd. Co. | 9,500 | $211.1K | 0.04% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 8,538 | $196.0K | 0.00% | −4,921−36.6% | Reduced |
| STRS Ohio | 8,500 | $195.2K | 0.00% | +8,500 | New |
| Sunbelt Securities, Inc. | 5,330 | $122.4K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 4,743 | $115.5K | 0.00% | +22+0.5% | Added |
| Plante Moran Financial Advisors, LLC | 4,975 | $114.2K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,840 | $111.1K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 3,546 | $81.4K | 0.04% | −916−20.5% | Reduced |
| Chilton Capital Management LLC | 3,275 | $75.2K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,850 | $65.4K | 0.00% | +64+2.3% | Added |
| Quantbot Technologies LP | 2,729 | $62.7K | 0.00% | −771−22.0% | Reduced |
| Innealta Capital, LLC | 2,098 | $48.2K | 0.02% | +2,098 | New |
| KBC Group NV | 1,735 | $40.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,136 | $26.1K | 0.00% | +271+31.3% | Added |
| Advisors Asset Management, Inc. | 913 | $21.0K | 0.00% | +913 | New |
| Lindbrook Capital, LLC | 792 | $18.2K | 0.00% | +728+1,137.5% | Added |
| Parallel Advisors, LLC | 585 | $13.4K | 0.00% | +535+1,070.0% | Added |
| Ronald Blue Trust, Inc. | 335 | $8.16K | 0.00% | +335 | New |
| Catalyst Funds Management Pty Ltd | 300 | $6.89K | 0.00% | −1,400−82.4% | Reduced |
| POM Investment Strategies, LLC | 296 | $6.79K | 0.01% | +3+1.0% | Added |
| Signaturefd, LLC | 209 | $4.80K | 0.00% | +117+127.2% | Added |
| Lummis Asset Management, LP | 200 | $4.59K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 168 | $3.86K | 0.00% | −104−38.2% | Reduced |
| CWM, LLC | 124 | $3.00K | 0.00% | +91+275.8% | Added |
| GAMMA Investing LLC | 107 | $2.46K | 0.00% | −85−44.3% | Reduced |
| Smartleaf Asset Management LLC | 58 | $1.29K | 0.00% | +58 | New |
| HWG Holdings LP | 50 | $1.15K | 0.00% | +50 | New |
| Covestor Ltd | 52 | $1.00K | 0.00% | −2−3.7% | Reduced |
| Farmers & Merchants Investments Inc | 35 | $804 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 20 | $520 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 19 | $436 | 0.00% | +1+5.6% | Added |
| Abound Wealth Management | 14 | $322 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 10 | $230 | 0.00% | +5+100.0% | Added |
| Farther Finance Advisors, LLC | 9 | $203 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 6 | $138 | 0.00% | +6 | New |
| Larson Financial Group LLC | 5 | $115 | 0.00% | +5 | New |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −41,043−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −32,987−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −28,500−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −26,181−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −19,901−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −15,148−100.0% | Sold out |
| Doliver Advisors, LP | 0 | $0 | 0.00% | −14,432−100.0% | Sold out |
| Hancock Whitney Corp | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −10,489−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −9,805−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −9,778−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −8,879−100.0% | Sold out |
| Intrua Financial, LLC | 0 | $0 | 0.00% | −8,510−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −6,685−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −2,861−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −2,733−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −153−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |