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 |
|---|---|---|---|---|---|
| CI Private Wealth, LLC | 15,423 | $437.2K | 0.00% | +258+1.7% | Added |
| New York State Teachers Retirement System | 14,934 | $423.0K | 0.00% | +4,627+44.9% | Added |
| Sheets Smith Wealth Management | 14,828 | $420.4K | 0.05% | +507+3.5% | Added |
| ProShare Advisors LLC | 14,775 | $418.9K | 0.00% | +4,555+44.6% | Added |
| Arizona State Retirement System | 14,771 | $418.8K | 0.00% | +117+0.8% | Added |
| Teachers Retirement System of the State of Kentucky | 14,624 | $415.0K | 0.00% | 00.0% | Unchanged |
| Colony Group, LLC | 14,481 | $410.5K | 0.00% | +189+1.3% | Added |
| Versant Capital Management, Inc | 14,446 | $409.6K | 0.09% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 14,130 | $400.6K | 0.17% | +14,130 | New |
| Amalgamated Bank | 14,013 | $397.0K | 0.00% | −127−0.9% | Reduced |
| State Board of Administration of Florida Retirement System | 13,904 | $394.2K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 13,560 | $384.0K | 0.00% | −4,567−25.2% | Reduced |
| LPL Financial LLC | 13,529 | $383.6K | 0.00% | +13,529 | New |
| Icon Wealth Advisors, LLC | 13,215 | $374.7K | 0.03% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 12,840 | $364.0K | 0.10% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12,333 | $349.6K | 0.01% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,201 | $345.9K | 0.00% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 11,600 | $328.9K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 11,339 | $321.5K | 0.00% | −351−3.0% | Reduced |
| Oregon Public Employees Retirement Fund | 11,227 | $318.3K | 0.01% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 11,068 | $313.8K | 0.00% | −10,116−47.8% | Reduced |
| Patron Partners Advisors, LLC | 10,658 | $302.2K | 0.16% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 10,487 | $297.3K | 0.00% | +10,487 | New |
| FMR LLC | 10,479 | $297.1K | 0.00% | −5,350−33.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 10,459 | $296.5K | 0.00% | +10,459 | New |
| Public Employees Retirement Association of Colorado | 10,257 | $291.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 10,147 | $287.7K | 0.00% | −45−0.4% | Reduced |
| EJF Capital LLC | 10,017 | $284.0K | 0.19% | −6,618−39.8% | Reduced |
| Susquehanna Fundamental Investments, LLC | 9,687 | $274.6K | 0.00% | +9,687 | New |
| U.S. Capital Wealth Advisors, LLC | 9,602 | $272.2K | 0.01% | +9,602 | New |
| AQR Capital Management LLC | 9,527 | $270.1K | 0.00% | +9,527 | New |
| Los Angeles Capital Management LLC | 9,445 | $267.8K | 0.00% | −2,500−20.9% | Reduced |
| Victory Capital Management Inc | 9,350 | $265.1K | 0.00% | −172−1.8% | Reduced |
| Fayez Sarofim & Co | 8,763 | $248.4K | 0.00% | −5,000−36.3% | Reduced |
| Nisa Investment Advisors, LLC | 8,578 | $243.2K | 0.00% | +40+0.5% | Added |
| Pictet Asset Management Holding SA | 8,404 | $238.3K | 0.00% | +8,404 | New |
| Symphony Financial, Ltd. Co. | 8,250 | $234.5K | 0.04% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 8,000 | $226.8K | 0.01% | +8,000 | New |
| Cetera Investment Advisers | 7,794 | $221.0K | 0.00% | −2,245−22.4% | Reduced |
| Rahlfs Capital, LLC | 7,581 | $214.9K | 0.21% | +7,581 | New |
| Royal Bank of Canada | 7,254 | $205.0K | 0.00% | +2,579+55.2% | Added |
| Mutual of America Capital Management LLC | 7,200 | $204.1K | 0.00% | +7,200 | New |
| D. E. Shaw & Co., Inc. | 7,191 | $203.9K | 0.00% | +7,191 | New |
| Quest Partners LLC | 5,918 | $167.8K | 0.02% | −6,792−53.4% | Reduced |
| Mather Group, LLC. | 4,845 | $137.3K | 0.00% | +24+0.5% | Added |
| Ameritas Investment Partners, Inc. | 4,840 | $137.2K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,832 | $108.6K | 0.00% | −997−20.6% | Reduced |
| Chilton Capital Management LLC | 3,275 | $92.8K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 3,177 | $90.0K | 0.00% | +653+25.9% | Added |
| Plante Moran Financial Advisors, LLC | 2,970 | $84.2K | 0.01% | −2,005−40.3% | Reduced |
| The PNC Financial Services Group, Inc. | 2,880 | $81.6K | 0.00% | +35+1.2% | Added |
| Advisors Asset Management, Inc. | 2,715 | $77.0K | 0.00% | +505+22.9% | Added |
| Ronald Blue Trust, Inc. | 1,680 | $47.6K | 0.00% | −1,513−47.4% | Reduced |
| Sterling Capital Management LLC | 1,573 | $44.6K | 0.00% | +1,400+809.2% | Added |
| MAI Capital Management | 1,000 | $28.4K | 0.00% | +1,000 | New |
| Lindbrook Capital, LLC | 792 | $22.5K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 748 | $21.2K | 0.01% | −1,117−59.9% | Reduced |
| Quadrant Capital Group LLC | 744 | $21.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 605 | $17.0K | 0.00% | +234+63.1% | Added |
| Smartleaf Asset Management LLC | 593 | $16.8K | 0.00% | +514+650.6% | Added |
| Parallel Advisors, LLC | 585 | $16.6K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 388 | $11.0K | 0.00% | +167+75.6% | Added |
| POM Investment Strategies, LLC | 297 | $8.43K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 254 | $7.20K | 0.00% | −240−48.6% | Reduced |
| Lummis Asset Management, LP | 200 | $5.67K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 171 | $4.85K | 0.00% | +171 | New |
| Covestor Ltd | 127 | $4.00K | 0.00% | +57+81.4% | Added |
| Signaturefd, LLC | 115 | $3.26K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 65 | $1.84K | 0.00% | +20+44.4% | Added |
| Bessemer Group Inc | 45 | $1.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 35 | $992 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 26 | $738 | 0.00% | +26 | New |
| GeoWealth Management, LLC | 20 | $567 | 0.00% | +20 | New |
| Allworth Financial LP | 20 | $560 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 19 | $539 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 12 | $340 | 0.00% | +12 | New |
| Farther Finance Advisors, LLC | 9 | $255 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 6 | $171 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 6 | $170 | 0.00% | +6 | New |
| Larson Financial Group LLC | 5 | $142 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 0 | $0 | 0.00% | −133,117−100.0% | Sold out |
| Basswood Capital Management, L.L.C. | 0 | $0 | 0.00% | −104,656−100.0% | Sold out |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −90,500−100.0% | Sold out |
| John W. Rosenthal Capital Management, Inc. | 0 | $0 | 0.00% | −29,250−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −28,604−100.0% | Sold out |
| WJ Interests, LLC | 0 | $0 | 0.00% | −27,490−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −24,841−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −14,071−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −9,822−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −9,439−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −9,327−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −8,879−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Inscription Capital, LLC | – | – | – | – | Not filed |