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, Q4 2024
Institutional positions in Stellar Bancorp, Inc. as of Dec 31, 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
- 180
- +6 vs. Q3 2024
- Shares held
- 30.5M
- +1.26M (+4.3%) vs. Q3 2024
- Total value
- $865.1M
- +$107.9M (+14.2%) vs. Q3 2024
- New holders
- 21
- 61 more added
- Sold out
- 15
- 54 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Stellar Bancorp, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Larson Financial Group LLC | 5 | $142 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 6 | $170 | 0.00% | +6 | New |
| Parkside Financial Bank & Trust | 6 | $171 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 9 | $255 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 12 | $340 | 0.00% | +12 | New |
| Umb Bank N A | 19 | $539 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 20 | $560 | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 20 | $567 | 0.00% | +20 | New |
| UMA Financial Services, Inc. | 26 | $738 | 0.00% | +26 | New |
| Farmers & Merchants Investments Inc | 35 | $992 | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 45 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 65 | $1.84K | 0.00% | +20+44.4% | Added |
| Signaturefd, LLC | 115 | $3.26K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 127 | $4.00K | 0.00% | +57+81.4% | Added |
| Jones Financial Companies LLLP | 171 | $4.85K | 0.00% | +171 | New |
| Lummis Asset Management, LP | 200 | $5.67K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 254 | $7.20K | 0.00% | −240−48.6% | Reduced |
| POM Investment Strategies, LLC | 297 | $8.43K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 388 | $11.0K | 0.00% | +167+75.6% | Added |
| Parallel Advisors, LLC | 585 | $16.6K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 593 | $16.8K | 0.00% | +514+650.6% | Added |
| CWM, LLC | 605 | $17.0K | 0.00% | +234+63.1% | Added |
| Quadrant Capital Group LLC | 744 | $21.1K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 748 | $21.2K | 0.01% | −1,117−59.9% | Reduced |
| Lindbrook Capital, LLC | 792 | $22.5K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1,000 | $28.4K | 0.00% | +1,000 | New |
| Sterling Capital Management LLC | 1,573 | $44.6K | 0.00% | +1,400+809.2% | Added |
| Ronald Blue Trust, Inc. | 1,680 | $47.6K | 0.00% | −1,513−47.4% | Reduced |
| Advisors Asset Management, Inc. | 2,715 | $77.0K | 0.00% | +505+22.9% | Added |
| The PNC Financial Services Group, Inc. | 2,880 | $81.6K | 0.00% | +35+1.2% | Added |
| Plante Moran Financial Advisors, LLC | 2,970 | $84.2K | 0.01% | −2,005−40.3% | Reduced |
| KBC Group NV | 3,177 | $90.0K | 0.00% | +653+25.9% | Added |
| Chilton Capital Management LLC | 3,275 | $92.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,832 | $108.6K | 0.00% | −997−20.6% | Reduced |
| Ameritas Investment Partners, Inc. | 4,840 | $137.2K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 4,845 | $137.3K | 0.00% | +24+0.5% | Added |
| Quest Partners LLC | 5,918 | $167.8K | 0.02% | −6,792−53.4% | Reduced |
| D. E. Shaw & Co., Inc. | 7,191 | $203.9K | 0.00% | +7,191 | New |
| Mutual of America Capital Management LLC | 7,200 | $204.1K | 0.00% | +7,200 | New |
| Royal Bank of Canada | 7,254 | $205.0K | 0.00% | +2,579+55.2% | Added |
| Rahlfs Capital, LLC | 7,581 | $214.9K | 0.21% | +7,581 | New |
| Cetera Investment Advisers | 7,794 | $221.0K | 0.00% | −2,245−22.4% | Reduced |
| Waters Parkerson & Co., LLC | 8,000 | $226.8K | 0.01% | +8,000 | New |
| Symphony Financial, Ltd. Co. | 8,250 | $234.5K | 0.04% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 8,404 | $238.3K | 0.00% | +8,404 | New |
| Nisa Investment Advisors, LLC | 8,578 | $243.2K | 0.00% | +40+0.5% | Added |
| Fayez Sarofim & Co | 8,763 | $248.4K | 0.00% | −5,000−36.3% | Reduced |
| Victory Capital Management Inc | 9,350 | $265.1K | 0.00% | −172−1.8% | Reduced |
| Los Angeles Capital Management LLC | 9,445 | $267.8K | 0.00% | −2,500−20.9% | Reduced |
| AQR Capital Management LLC | 9,527 | $270.1K | 0.00% | +9,527 | New |
| U.S. Capital Wealth Advisors, LLC | 9,602 | $272.2K | 0.01% | +9,602 | New |
| Susquehanna Fundamental Investments, LLC | 9,687 | $274.6K | 0.00% | +9,687 | New |
| EJF Capital LLC | 10,017 | $284.0K | 0.19% | −6,618−39.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 10,147 | $287.7K | 0.00% | −45−0.4% | Reduced |
| Public Employees Retirement Association of Colorado | 10,257 | $291.0K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 10,459 | $296.5K | 0.00% | +10,459 | New |
| FMR LLC | 10,479 | $297.1K | 0.00% | −5,350−33.8% | Reduced |
| KLP Kapitalforvaltning AS | 10,487 | $297.3K | 0.00% | +10,487 | New |
| Patron Partners Advisors, LLC | 10,658 | $302.2K | 0.16% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 11,068 | $313.8K | 0.00% | −10,116−47.8% | Reduced |
| Oregon Public Employees Retirement Fund | 11,227 | $318.3K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 11,339 | $321.5K | 0.00% | −351−3.0% | Reduced |
| Allianz Asset Management GmbH | 11,600 | $328.9K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,201 | $345.9K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12,333 | $349.6K | 0.01% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 12,840 | $364.0K | 0.10% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 13,215 | $374.7K | 0.03% | 00.0% | Unchanged |
| LPL Financial LLC | 13,529 | $383.6K | 0.00% | +13,529 | New |
| SG Americas Securities, LLC | 13,560 | $384.0K | 0.00% | −4,567−25.2% | Reduced |
| State Board of Administration of Florida Retirement System | 13,904 | $394.2K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 14,013 | $397.0K | 0.00% | −127−0.9% | Reduced |
| EntryPoint Capital, LLC | 14,130 | $400.6K | 0.17% | +14,130 | New |
| Versant Capital Management, Inc | 14,446 | $409.6K | 0.09% | 00.0% | Unchanged |
| Colony Group, LLC | 14,481 | $410.5K | 0.00% | +189+1.3% | Added |
| Teachers Retirement System of the State of Kentucky | 14,624 | $415.0K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 14,771 | $418.8K | 0.00% | +117+0.8% | Added |
| ProShare Advisors LLC | 14,775 | $418.9K | 0.00% | +4,555+44.6% | Added |
| Sheets Smith Wealth Management | 14,828 | $420.4K | 0.05% | +507+3.5% | Added |
| New York State Teachers Retirement System | 14,934 | $423.0K | 0.00% | +4,627+44.9% | Added |
| CI Private Wealth, LLC | 15,423 | $437.2K | 0.00% | +258+1.7% | Added |
| Voya Investment Management LLC | 15,841 | $449.1K | 0.00% | −1,408−8.2% | Reduced |
| Precedent Wealth Partners, LLC | 16,000 | $453.6K | 0.15% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 16,102 | $456.5K | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 16,254 | $460.8K | 0.00% | −440−2.6% | Reduced |
| STRS Ohio | 16,300 | $462.1K | 0.00% | +3,400+26.4% | Added |
| Avidian Wealth Solutions, LLC | 16,517 | $468.3K | 0.02% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 16,840 | $477.4K | 0.07% | +16,840 | New |
| New York State Common Retirement Fund | 17,001 | $482.0K | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 17,967 | $509.4K | 0.01% | −295−1.6% | Reduced |
| Janus Henderson Group PLC | 19,495 | $553.1K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 20,035 | $568.0K | 0.00% | −10,000−33.3% | Reduced |
| Hancock Whitney Corp | 22,268 | $631.3K | 0.02% | +10,268+85.6% | Added |
| Rockefeller Capital Management L.P. | 22,387 | $634.5K | 0.00% | +100.0% | Added |
| Linscomb & Williams, Inc. | 22,712 | $643.9K | 0.03% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 23,000 | $652.0K | 0.01% | −100−0.4% | Reduced |
| Commonwealth Equity Services, LLC | 23,024 | $653.0K | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 23,359 | $662.0K | 0.01% | +23,359 | New |
| Citadel Advisors LLC | 23,908 | $677.8K | 0.00% | −130,369−84.5% | Reduced |
| Crossmark Global Holdings, Inc. | 23,935 | $679.0K | 0.01% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 24,799 | $703.1K | 0.00% | −865−3.4% | Reduced |