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 |
|---|---|---|---|---|---|
| EJF Capital LLC | 16,635 | $430.7K | 0.29% | −1,603−8.8% | Reduced |
| Avidian Wealth Solutions, LLC | 16,517 | $427.6K | 0.02% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 16,102 | $416.9K | 0.01% | −336−2.0% | Reduced |
| Precedent Wealth Partners, LLC | 16,000 | $414.2K | 0.14% | 00.0% | Unchanged |
| FMR LLC | 15,829 | $409.8K | 0.00% | +2,541+19.1% | Added |
| CI Private Wealth, LLC | 15,165 | $392.6K | 0.00% | +8+0.1% | Added |
| Intech Investment Management LLC | 14,984 | $387.9K | 0.00% | +14,984 | New |
| Arizona State Retirement System | 14,654 | $379.4K | 0.00% | +1,971+15.5% | Added |
| Teachers Retirement System of the State of Kentucky | 14,624 | $378.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 14,446 | $374.0K | 0.09% | +72+0.5% | Added |
| Sheets Smith Wealth Management | 14,321 | $370.8K | 0.05% | +75+0.5% | Added |
| Colony Group, LLC | 14,292 | $370.0K | 0.00% | +14,292 | New |
| Amalgamated Bank | 14,140 | $366.0K | 0.00% | −274−1.9% | Reduced |
| Captrust Financial Advisors | 14,071 | $364.3K | 0.00% | +70+0.5% | Added |
| State Board of Administration of Florida Retirement System | 13,904 | $360.0K | 0.00% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 13,763 | $356.3K | 0.00% | −6,500−32.1% | Reduced |
| Icon Wealth Advisors, LLC | 13,215 | $342.1K | 0.03% | 00.0% | Unchanged |
| STRS Ohio | 12,900 | $334.0K | 0.00% | +4,400+51.8% | Added |
| Harrell Investment Partners, LLC | 12,840 | $332.4K | 0.09% | 00.0% | Unchanged |
| Quest Partners LLC | 12,710 | $329.1K | 0.03% | +3,389+36.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12,333 | $319.3K | 0.01% | −8,000−39.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,201 | $315.9K | 0.00% | 00.0% | Unchanged |
| Hancock Whitney Corp | 12,000 | $310.7K | 0.01% | +12,000 | New |
| Los Angeles Capital Management LLC | 11,945 | $309.3K | 0.00% | −1,951−14.0% | Reduced |
| Creative Planning | 11,690 | $302.7K | 0.00% | −4,093−25.9% | Reduced |
| Allianz Asset Management GmbH | 11,600 | $300.3K | 0.00% | +11,600 | New |
| Oregon Public Employees Retirement Fund | 11,227 | $290.7K | 0.01% | −200−1.8% | Reduced |
| Patron Partners Advisors, LLC | 10,658 | $275.9K | 0.15% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 10,307 | $267.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 10,257 | $266.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 10,220 | $264.6K | 0.00% | +10,220 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 10,192 | $263.9K | 0.00% | +33+0.3% | Added |
| Cetera Investment Advisers | 10,039 | $259.9K | 0.00% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 9,822 | $254.3K | 0.02% | +9,822 | New |
| Victory Capital Management Inc | 9,522 | $246.5K | 0.00% | −741−7.2% | Reduced |
| HRT Financial LP | 9,439 | $244.0K | 0.00% | +9,439 | New |
| Dynamic Technology Lab Private Ltd | 9,327 | $241.0K | 0.03% | +9,327 | New |
| Everence Capital Management Inc | 8,879 | $230.0K | 0.01% | +8,879 | New |
| Nisa Investment Advisors, LLC | 8,538 | $221.0K | 0.00% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 8,250 | $210.4K | 0.03% | −1,250−13.2% | Reduced |
| Sunbelt Securities, Inc. | 6,372 | $165.0K | 0.02% | +1,042+19.5% | Added |
| Plante Moran Financial Advisors, LLC | 4,975 | $128.8K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,840 | $125.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,829 | $125.0K | 0.00% | −10,353−68.2% | Reduced |
| Mather Group, LLC. | 4,821 | $124.8K | 0.00% | +78+1.6% | Added |
| Royal Bank of Canada | 4,675 | $121.0K | 0.00% | −58,776−92.6% | Reduced |
| Chilton Capital Management LLC | 3,275 | $84.8K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,845 | $73.7K | 0.00% | −5−0.2% | Reduced |
| Ronald Blue Trust, Inc. | 3,193 | $73.3K | 0.00% | +2,858+853.1% | Added |
| KBC Group NV | 2,524 | $65.0K | 0.00% | +789+45.5% | Added |
| Advisors Asset Management, Inc. | 2,210 | $57.2K | 0.00% | +1,297+142.1% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 1,865 | $48.3K | 0.01% | +1,865 | New |
| Lindbrook Capital, LLC | 792 | $20.5K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 744 | $19.3K | 0.00% | −392−34.5% | Reduced |
| Parallel Advisors, LLC | 585 | $15.1K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 494 | $12.8K | 0.00% | +326+194.0% | Added |
| CWM, LLC | 371 | $10.0K | 0.00% | +247+199.2% | Added |
| POM Investment Strategies, LLC | 297 | $7.70K | 0.01% | +1+0.3% | Added |
| GAMMA Investing LLC | 221 | $5.72K | 0.00% | +114+106.5% | Added |
| Lummis Asset Management, LP | 200 | $5.18K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 200 | $5.18K | 0.00% | +200 | New |
| Sterling Capital Management LLC | 173 | $4.48K | 0.00% | +173 | New |
| Signaturefd, LLC | 115 | $2.98K | 0.00% | −94−45.0% | Reduced |
| Smartleaf Asset Management LLC | 79 | $2.01K | 0.00% | +21+36.2% | Added |
| Covestor Ltd | 70 | $2.00K | 0.00% | +18+34.6% | Added |
| Capital Performance Advisors LLP | 66 | $1.71K | 0.00% | +66 | New |
| Rothschild Investment LLC | 45 | $1.17K | 0.00% | +35+350.0% | Added |
| Bessemer Group Inc | 45 | $1.00K | 0.00% | +45 | New |
| Farmers & Merchants Investments Inc | 35 | $906 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 20 | $518 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 19 | $492 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 9 | $230 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 6 | $156 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 5 | $129 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 2 | $52 | 0.00% | +2 | 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 |