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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding Stellar Bancorp, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Corebridge Financial, Inc. | 28,142 | $728.6K | 0.00% | −272−1.0% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 28,604 | $740.6K | 0.05% | −4,902−14.6% | Reduced |
| Crestmont Private Wealth LLC | 28,660 | $742.0K | 0.32% | −71,447−71.4% | Reduced |
| John W. Rosenthal Capital Management, Inc. | 29,250 | $757.3K | 0.76% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 30,035 | $778.0K | 0.00% | +30,035 | New |
| Beacon Pointe Advisors, LLC | 30,298 | $784.4K | 0.01% | +101+0.3% | Added |
| Oxbow Advisors, LLC | 30,464 | $788.7K | 0.08% | +2,096+7.4% | Added |
| SFMG, LLC | 30,711 | $795.1K | 0.06% | −2,000−6.1% | Reduced |
| Cubist Systematic Strategies, LLC | 31,645 | $819.3K | 0.01% | +31,645 | New |
| Rafferty Asset Management, LLC | 32,323 | $836.8K | 0.00% | −16,933−34.4% | Reduced |
| Argent Trust Co | 33,158 | $858.5K | 0.04% | −26,016−44.0% | Reduced |
| UBS Group AG | 34,879 | $903.0K | 0.00% | +3,681+11.8% | Added |
| Academy Capital Management Inc | 37,571 | $972.7K | 0.17% | 00.0% | Unchanged |
| Inscription Capital, LLC | 38,095 | $986.3K | 0.15% | −1,391−3.5% | Reduced |
| SEI Investments Co | 38,765 | $1.00M | 0.00% | +1,669+4.5% | Added |
| Credit Agricole S A | 39,600 | $1.03M | 0.01% | 00.0% | Unchanged |
| Fca Corp | 41,290 | $1.07M | 0.33% | +567+1.4% | Added |
| Thrivent Financial for Lutherans | 45,120 | $1.17M | 0.00% | +2,516+5.9% | Added |
| California State Teachers Retirement System | 47,994 | $1.24M | 0.00% | +3,535+8.0% | Added |
| Tudor Investment Corp Et Al | 52,471 | $1.36M | 0.01% | +52,471 | New |
| UBS Asset Management Americas Inc | 61,210 | $1.58M | 0.00% | −1,508−2.4% | Reduced |
| Teton Advisors, Inc. | 62,500 | $1.62M | 0.72% | −1,000−1.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 64,748 | $1.68M | 0.02% | +64,748 | New |
| Bank of America Corp | 68,072 | $1.76M | 0.00% | −3,368−4.7% | Reduced |
| Mendon Capital Advisors Corp | 75,000 | $1.94M | 1.32% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 75,000 | $1.94M | 0.04% | 00.0% | Unchanged |
| Prudential Financial Inc | 76,016 | $1.97M | 0.00% | +7,700+11.3% | Added |
| Citigroup Inc | 77,984 | $2.02M | 0.00% | +16,828+27.5% | Added |
| Segment Wealth Management, LLC | 79,842 | $2.07M | 0.14% | +320.0% | Added |
| Jane Street Group, LLC | 80,964 | $2.10M | 0.00% | +36,085+80.4% | Added |
| Alliancebernstein L.P. | 89,222 | $2.31M | 0.00% | −33,991−27.6% | Reduced |
| Kennedy Capital Management, Inc. | 90,500 | $2.34M | 0.05% | −427,993−82.5% | Reduced |
| Barclays PLC | 94,347 | $2.44M | 0.00% | +56,046+146.3% | Added |
| Swiss National Bank | 99,362 | $2.57M | 0.00% | +10,100+11.3% | Added |
| Public Sector Pension Investment Board | 101,118 | $2.62M | 0.01% | −2,600−2.5% | Reduced |
| First Trust Advisors LP | 103,091 | $2.67M | 0.00% | +7,219+7.5% | Added |
| JPMorgan Chase & Co | 103,881 | $2.69M | 0.00% | +56,793+120.6% | Added |
| Basswood Capital Management, L.L.C. | 104,656 | $2.71M | 0.14% | −71,410−40.6% | Reduced |
| Integrated Wealth Concepts LLC | 115,946 | $3.00M | 0.04% | −142,750−55.2% | Reduced |
| Richard Bernstein Advisors LLC | 118,669 | $3.07M | 0.07% | 00.0% | Unchanged |
| Legal & General Group Plc | 127,781 | $3.31M | 0.00% | −429−0.3% | Reduced |
| GWM Advisors LLC | 133,117 | $3.45M | 0.02% | −30,002−18.4% | Reduced |
| Nuveen Asset Management, LLC | 134,496 | $3.48M | 0.00% | +2,966+2.3% | Added |
| Invesco Ltd. | 136,368 | $3.53M | 0.00% | −14,798−9.8% | Reduced |
| Empowered Funds, LLC | 139,080 | $3.60M | 0.06% | +6,968+5.3% | Added |
| Royce & Associates LP | 142,222 | $3.68M | 0.03% | 00.0% | Unchanged |
| Rhumbline Advisers | 146,811 | $3.80M | 0.00% | −4,223−2.8% | Reduced |
| Citadel Advisors LLC | 154,277 | $3.99M | 0.00% | +134,565+682.7% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 160,892 | $4.30M | 1.64% | −120−0.1% | Reduced |
| Great Lakes Advisors, LLC | 167,365 | $4.33M | 0.04% | −1,549−0.9% | Reduced |
| Balyasny Asset Management LLC | 173,982 | $4.50M | 0.01% | +11,327+7.0% | Added |
| Callahan Advisors, LLC | 174,429 | $4.52M | 0.44% | −2,125−1.2% | Reduced |
| Truist Financial Corp | 175,258 | $4.54M | 0.01% | −20,750−10.6% | Reduced |
| Elizabeth Park Capital Advisors, Ltd. | 186,217 | $4.82M | 3.89% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 201,600 | $5.02M | 0.01% | +40.0% | Added |
| Ameriprise Financial Inc | 200,327 | $5.19M | 0.00% | −21,018−9.5% | Reduced |
| Principal Financial Group Inc | 224,852 | $5.82M | 0.00% | −7,900−3.4% | Reduced |
| FOCUS Wealth Advisors, LLC | 240,411 | $6.22M | 3.10% | +44,523+22.7% | Added |
| Bridgeway Capital Management, LLC | 243,280 | $6.30M | 0.14% | +86,168+54.8% | Added |
| Millennium Management LLC | 283,954 | $7.35M | 0.01% | +77,247+37.4% | Added |
| HighTower Advisors, LLC | 287,108 | $7.43M | 0.01% | −170.0% | Reduced |
| Goldman Sachs Group Inc | 347,678 | $9.00M | 0.00% | +67,294+24.0% | Added |
| Bank of New York Mellon Corp | 402,724 | $10.4M | 0.00% | −25,981−6.1% | Reduced |
| Charles Schwab Investment Management Inc | 429,364 | $11.1M | 0.00% | +14,493+3.5% | Added |
| American Century Companies Inc | 514,377 | $13.3M | 0.01% | +192,318+59.7% | Added |
| Morgan Stanley | 519,601 | $13.5M | 0.00% | +158,177+43.8% | Added |
| Wellington Management Group LLP | 686,745 | $17.8M | 0.00% | +255,626+59.3% | Added |
| Northern Trust Corp | 754,291 | $19.5M | 0.00% | +3,881+0.5% | Added |
| William Blair Investment Management, LLC | 1,069,972 | $27.7M | 0.07% | −32,190−2.9% | Reduced |
| Geode Capital Management, LLC | 1,116,129 | $28.9M | 0.00% | +20,661+1.9% | Added |
| King Luther Capital Management Corp | 1,280,426 | $33.2M | 0.14% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 1,874,284 | $48.5M | 0.01% | +196,379+11.7% | Added |
| State Street Corp | 2,033,138 | $52.6M | 0.00% | +3,523+0.2% | Added |
| Vanguard Group Inc | 3,315,475 | $85.8M | 0.00% | +161,206+5.1% | Added |
| BlackRock, Inc. | 7,539,920 | $195.2M | 0.00% | +7,539,920 | New |
| Stieven Capital Advisors, L.P. | 0 | $0 | 0.00% | −255,243−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −246,560−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −15,653−100.0% | Sold out |
| Semanteon Capital Management, LP | 0 | $0 | 0.00% | −14,795−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −14,290−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −13,647−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −3,546−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −2,729−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −2,098−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| HWG Holdings LP | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Abound Wealth Management | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Buckingham Strategic Wealth, LLC | – | – | – | – | Not filed |