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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, Q3 2024

Institutional positions in Stellar Bancorp, Inc. as of Sep 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
175
+13 vs. Q2 2024
Shares held
29.3M
+7.97M (+37.4%) vs. Q2 2024
Total value
$758.2M
+$267.9M (+54.7%) vs. Q2 2024
New holders
25
59 more added
Sold out
12
54 more reduced

2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2024: 175 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 heldQ3 2024: $758.2M
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, Q3 2024

Shares, value and share of portfolio for each institution holding Stellar Bancorp, Inc.; share changes are against Q2 2024.

Institutions holding STEL in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Mendota Financial Group, LLC2$520.00%+2New
Larson Financial Group LLC5$1290.00%00.0%Unchanged
Parkside Financial Bank & Trust6$1560.00%00.0%Unchanged
Farther Finance Advisors, LLC9$2300.00%00.0%Unchanged
Umb Bank N A19$4920.00%00.0%Unchanged
Allworth Financial LP20$5180.00%00.0%Unchanged
Farmers & Merchants Investments Inc35$9060.00%00.0%Unchanged
Bessemer Group Inc45$1.00K0.00%+45New
Rothschild Investment LLC45$1.17K0.00%+35+350.0%Added
Capital Performance Advisors LLP66$1.71K0.00%+66New
Covestor Ltd70$2.00K0.00%+18+34.6%Added
Smartleaf Asset Management LLC79$2.01K0.00%+21+36.2%Added
Signaturefd, LLC115$2.98K0.00%−94−45.0%Reduced
Sterling Capital Management LLC173$4.48K0.00%+173New
Lummis Asset Management, LP200$5.18K0.01%00.0%Unchanged
Aquatic Capital Management LLC200$5.18K0.00%+200New
GAMMA Investing LLC221$5.72K0.00%+114+106.5%Added
POM Investment Strategies, LLC297$7.70K0.01%+1+0.3%Added
CWM, LLC371$10.0K0.00%+247+199.2%Added
Quarry LP494$12.8K0.00%+326+194.0%Added
Parallel Advisors, LLC585$15.1K0.00%00.0%Unchanged
Quadrant Capital Group LLC744$19.3K0.00%−392−34.5%Reduced
Lindbrook Capital, LLC792$20.5K0.00%00.0%Unchanged
Point72 Asia (Singapore) Pte. Ltd.1,865$48.3K0.01%+1,865New
Advisors Asset Management, Inc.2,210$57.2K0.00%+1,297+142.1%Added
KBC Group NV2,524$65.0K0.00%+789+45.5%Added
Ronald Blue Trust, Inc.3,193$73.3K0.00%+2,858+853.1%Added
The PNC Financial Services Group, Inc.2,845$73.7K0.00%−5−0.2%Reduced
Chilton Capital Management LLC3,275$84.8K0.00%00.0%Unchanged
Royal Bank of Canada4,675$121.0K0.00%−58,776−92.6%Reduced
Mather Group, LLC.4,821$124.8K0.00%+78+1.6%Added
Tower Research Capital LLC (TRC)4,829$125.0K0.00%−10,353−68.2%Reduced
Ameritas Investment Partners, Inc.4,840$125.3K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC4,975$128.8K0.01%00.0%Unchanged
Sunbelt Securities, Inc.6,372$165.0K0.02%+1,042+19.5%Added
Symphony Financial, Ltd. Co.8,250$210.4K0.03%−1,250−13.2%Reduced
Nisa Investment Advisors, LLC8,538$221.0K0.00%00.0%Unchanged
Everence Capital Management Inc8,879$230.0K0.01%+8,879New
Dynamic Technology Lab Private Ltd9,327$241.0K0.03%+9,327New
HRT Financial LP9,439$244.0K0.00%+9,439New
Victory Capital Management Inc9,522$246.5K0.00%−741−7.2%Reduced
Y-Intercept (Hong Kong) Ltd9,822$254.3K0.02%+9,822New
Cetera Investment Advisers10,039$259.9K0.00%00.0%Unchanged
Commonwealth of Pennsylvania Public School Empls Retrmt Sys10,192$263.9K0.00%+33+0.3%Added
ProShare Advisors LLC10,220$264.6K0.00%+10,220New
Public Employees Retirement Association of Colorado10,257$266.0K0.00%00.0%Unchanged
New York State Teachers Retirement System10,307$267.0K0.00%00.0%Unchanged
Patron Partners Advisors, LLC10,658$275.9K0.15%00.0%Unchanged
Oregon Public Employees Retirement Fund11,227$290.7K0.01%−200−1.8%Reduced
Allianz Asset Management GmbH11,600$300.3K0.00%+11,600New
Creative Planning11,690$302.7K0.00%−4,093−25.9%Reduced
Los Angeles Capital Management LLC11,945$309.3K0.00%−1,951−14.0%Reduced
Hancock Whitney Corp12,000$310.7K0.01%+12,000New
Zurcher Kantonalbank (Zurich Cantonalbank)12,201$315.9K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC12,333$319.3K0.01%−8,000−39.3%Reduced
Quest Partners LLC12,710$329.1K0.03%+3,389+36.4%Added
Harrell Investment Partners, LLC12,840$332.4K0.09%00.0%Unchanged
STRS Ohio12,900$334.0K0.00%+4,400+51.8%Added
Icon Wealth Advisors, LLC13,215$342.1K0.03%00.0%Unchanged
Fayez Sarofim & Co13,763$356.3K0.00%−6,500−32.1%Reduced
State Board of Administration of Florida Retirement System13,904$360.0K0.00%00.0%Unchanged
Captrust Financial Advisors14,071$364.3K0.00%+70+0.5%Added
Amalgamated Bank14,140$366.0K0.00%−274−1.9%Reduced
Colony Group, LLC14,292$370.0K0.00%+14,292New
Sheets Smith Wealth Management14,321$370.8K0.05%+75+0.5%Added
Versant Capital Management, Inc14,446$374.0K0.09%+72+0.5%Added
Teachers Retirement System of the State of Kentucky14,624$378.0K0.00%00.0%Unchanged
Arizona State Retirement System14,654$379.4K0.00%+1,971+15.5%Added
Intech Investment Management LLC14,984$387.9K0.00%+14,984New
CI Private Wealth, LLC15,165$392.6K0.00%+8+0.1%Added
FMR LLC15,829$409.8K0.00%+2,541+19.1%Added
Precedent Wealth Partners, LLC16,000$414.2K0.14%00.0%Unchanged
Maryland State Retirement & Pension System16,102$416.9K0.01%−336−2.0%Reduced
Avidian Wealth Solutions, LLC16,517$427.6K0.02%00.0%Unchanged
EJF Capital LLC16,635$430.7K0.29%−1,603−8.8%Reduced
Comerica Bank16,694$432.2K0.00%−491−2.9%Reduced
New York State Common Retirement Fund17,001$440.2K0.00%−2,800−14.1%Reduced
Voya Investment Management LLC17,249$446.6K0.00%−235−1.3%Reduced
Qube Research & Technologies Ltd17,862$462.4K0.00%+17,862New
SG Americas Securities, LLC18,127$469.0K0.00%+18,127New
Yousif Capital Management, LLC18,262$472.8K0.01%−654−3.5%Reduced
Janus Henderson Group PLC19,495$505.0K0.00%00.0%Unchanged
Susquehanna International Group, LLP20,567$532.5K0.00%+370+1.8%Added
State of Tennessee, Treasury Department21,184$548.5K0.00%−709−3.2%Reduced
Rockefeller Capital Management L.P.22,377$579.3K0.00%+22,377New
Wells Fargo & Company22,593$584.9K0.00%+734+3.4%Added
Linscomb & Williams, Inc.22,712$588.0K0.03%00.0%Unchanged
Commonwealth Equity Services, LLC23,024$596.0K0.00%00.0%Unchanged
Louisiana State Employees Retirement System23,100$598.1K0.01%−600−2.5%Reduced
Crossmark Global Holdings, Inc.23,935$620.0K0.01%−1,000−4.0%Reduced
Readystate Asset Management LP24,841$643.1K0.03%+24,841New
Price T Rowe Associates Inc25,345$657.0K0.00%+9,718+62.2%Added
Manufacturers Life Insurance Company, The25,664$664.4K0.00%−413−1.6%Reduced
Illinois Municipal Retirement Fund25,691$665.1K0.01%−408−1.6%Reduced
Deutsche Bank AG25,805$668.1K0.00%+6,911+36.6%Added
Russell Investments Group, Ltd.25,839$669.0K0.00%−5,283−17.0%Reduced
Mirae Asset Global ETFs Holdings Ltd.26,891$696.2K0.00%+2,486+10.2%Added
State of Alaska, Department of Revenue27,210$704.0K0.01%−470−1.7%Reduced
WJ Interests, LLC27,490$711.7K0.31%+27,490New
MetLife Investment Management27,806$719.9K0.00%00.0%Unchanged