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, Q1 2025
Institutional positions in Stellar Bancorp, Inc. as of Mar 31, 2025. 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
- 189
- +10 vs. Q4 2024
- Shares held
- 30.1M
- −285.6K (−0.9%) vs. Q4 2024
- Total value
- $831.8M
- −$29.5M (−3.4%) vs. Q4 2024
- New holders
- 22
- 54 more added
- Sold out
- 12
- 68 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Stellar Bancorp, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Larson Financial Group LLC | 5 | $138 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 6 | $166 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 9 | $248 | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 11 | $304 | 0.00% | −9−45.0% | Reduced |
| Stephens Consulting, LLC | 15 | $415 | 0.00% | +15 | New |
| Allworth Financial LP | 20 | $540 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 22 | $609 | 0.00% | +22 | New |
| UMA Financial Services, Inc. | 26 | $720 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 26 | $720 | 0.00% | +20+333.3% | Added |
| Fifth Third Bancorp | 28 | $774 | 0.00% | +28 | New |
| Farmers & Merchants Investments Inc | 31 | $857 | 0.00% | −4−11.4% | Reduced |
| Covestor Ltd | 44 | $1.00K | 0.00% | −83−65.4% | Reduced |
| HWG Holdings LP | 50 | $1.38K | 0.00% | +50 | New |
| Rothschild Investment LLC | 85 | $2.35K | 0.00% | +20+30.8% | Added |
| Umb Bank N A | 86 | $2.38K | 0.00% | +67+352.6% | Added |
| Aster Capital Management (DIFC) Ltd | 105 | $3.05K | 0.00% | +105 | New |
| Signaturefd, LLC | 115 | $3.18K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 133 | $3.68K | 0.00% | +121+1,008.3% | Added |
| Lummis Asset Management, LP | 200 | $5.53K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 211 | $5.84K | 0.00% | +211 | New |
| Harbor Capital Advisors, Inc. | 201 | $6.00K | 0.00% | +201 | New |
| Bessemer Group Inc | 271 | $8.00K | 0.00% | +226+502.2% | Added |
| Smartleaf Asset Management LLC | 573 | $15.8K | 0.00% | −20−3.4% | Reduced |
| Parallel Advisors, LLC | 585 | $16.2K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 792 | $21.9K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 848 | $23.5K | 0.00% | −725−46.1% | Reduced |
| MAI Capital Management | 1,000 | $27.7K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,371 | $37.9K | 0.00% | −2,461−64.2% | Reduced |
| CWM, LLC | 1,393 | $39.0K | 0.00% | +788+130.2% | Added |
| GAMMA Investing LLC | 1,631 | $45.1K | 0.00% | +1,243+320.4% | Added |
| Ronald Blue Trust, Inc. | 1,864 | $51.6K | 0.00% | +184+11.0% | Added |
| Jones Financial Companies LLLP | 1,958 | $53.9K | 0.00% | +1,787+1,045.0% | Added |
| Advisors Asset Management, Inc. | 2,683 | $74.2K | 0.00% | −32−1.2% | Reduced |
| The PNC Financial Services Group, Inc. | 2,901 | $80.2K | 0.00% | +21+0.7% | Added |
| Plante Moran Financial Advisors, LLC | 2,970 | $82.2K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 3,177 | $88.0K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 3,275 | $90.6K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 4,323 | $119.6K | 0.00% | −4,255−49.6% | Reduced |
| Ameritas Investment Partners, Inc. | 4,840 | $133.9K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 4,869 | $134.7K | 0.00% | +24+0.5% | Added |
| SG Americas Securities, LLC | 5,466 | $151.0K | 0.00% | −8,094−59.7% | Reduced |
| Quest Partners LLC | 6,316 | $174.7K | 0.02% | +398+6.7% | Added |
| Bank of Montreal | 7,453 | $206.2K | 0.00% | +7,453 | New |
| Quadrant Capital Group LLC | 7,530 | $208.3K | 0.01% | +6,786+912.1% | Added |
| Rahlfs Capital, LLC | 7,581 | $209.7K | 0.21% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 7,731 | $213.8K | 0.01% | +7,731 | New |
| Cetera Investment Advisers | 7,794 | $215.6K | 0.00% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 8,000 | $221.3K | 0.01% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 8,225 | $227.5K | 0.00% | −1,220−12.9% | Reduced |
| Handelsbanken Fonder AB | 8,400 | $232.0K | 0.00% | +8,400 | New |
| Pictet Asset Management Holding SA | 8,404 | $232.5K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 8,623 | $238.5K | 0.00% | −727−7.8% | Reduced |
| Susquehanna Fundamental Investments, LLC | 9,174 | $253.8K | 0.00% | −513−5.3% | Reduced |
| Royal Bank of Canada | 9,202 | $254.0K | 0.00% | +1,948+26.9% | Added |
| Foundations Investment Advisors, LLC | 9,208 | $254.7K | 0.00% | +9,208 | New |
| New York State Teachers Retirement System | 9,907 | $274.0K | 0.00% | −5,027−33.7% | Reduced |
| Public Employees Retirement Association of Colorado | 10,257 | $284.0K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 10,459 | $289.3K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 10,487 | $290.1K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 10,511 | $290.7K | 0.00% | +10,511 | New |
| Patron Partners Advisors, LLC | 10,658 | $294.8K | 0.16% | 00.0% | Unchanged |
| CIBC World Markets Corp | 10,901 | $301.5K | 0.00% | +10,901 | New |
| Oregon Public Employees Retirement Fund | 10,927 | $302.2K | 0.01% | −300−2.7% | Reduced |
| State of Tennessee, Treasury Department | 11,068 | $306.1K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 11,379 | $314.7K | 0.00% | +1,232+12.1% | Added |
| EntryPoint Capital, LLC | 11,532 | $319.0K | 0.15% | −2,598−18.4% | Reduced |
| ProShare Advisors LLC | 11,540 | $319.2K | 0.00% | −3,235−21.9% | Reduced |
| Allianz Asset Management GmbH | 11,600 | $320.9K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,681 | $323.1K | 0.00% | −520−4.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12,333 | $341.1K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 12,702 | $351.3K | 0.00% | +1,363+12.0% | Added |
| Harrell Investment Partners, LLC | 12,840 | $355.2K | 0.11% | 00.0% | Unchanged |
| LPL Financial LLC | 13,351 | $369.3K | 0.00% | −178−1.3% | Reduced |
| FMR LLC | 13,513 | $373.8K | 0.00% | +3,034+29.0% | Added |
| Amalgamated Bank | 13,606 | $376.0K | 0.00% | −407−2.9% | Reduced |
| Maryland State Retirement & Pension System | 13,904 | $384.6K | 0.01% | −2,198−13.7% | Reduced |
| State Board of Administration of Florida Retirement System | 13,904 | $384.6K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 14,506 | $401.2K | 0.07% | +60+0.4% | Added |
| Colony Group, LLC | 14,521 | $401.6K | 0.00% | +40+0.3% | Added |
| Arizona State Retirement System | 14,553 | $402.5K | 0.00% | −218−1.5% | Reduced |
| Voya Investment Management LLC | 14,587 | $403.5K | 0.00% | −1,254−7.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 14,624 | $404.0K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 14,618 | $404.3K | 0.02% | +14,618 | New |
| CI Private Wealth, LLC | 15,165 | $419.5K | 0.00% | −258−1.7% | Reduced |
| Sheets Smith Wealth Management | 15,491 | $428.5K | 0.05% | +663+4.5% | Added |
| Trexquant Investment LP | 15,662 | $433.2K | 0.01% | +15,662 | New |
| Comerica Bank | 15,911 | $440.1K | 0.00% | −343−2.1% | Reduced |
| Precedent Wealth Partners, LLC | 16,000 | $442.6K | 0.12% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 16,517 | $456.9K | 0.02% | 00.0% | Unchanged |
| EJF Capital LLC | 16,540 | $457.5K | 0.29% | +6,523+65.1% | Added |
| New York State Common Retirement Fund | 17,001 | $470.2K | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 17,661 | $488.5K | 0.01% | −306−1.7% | Reduced |
| Sunbelt Securities, Inc. | 17,718 | $490.1K | 0.04% | −16,783−48.6% | Reduced |
| STRS Ohio | 17,900 | $495.1K | 0.00% | +1,600+9.8% | Added |
| Janus Henderson Group PLC | 19,495 | $536.6K | 0.00% | 00.0% | Unchanged |
| North Reef Capital Management LP | 20,000 | $553.2K | 0.02% | +20,000 | New |
| Cambridge Investment Research Advisors, Inc. | 20,035 | $554.0K | 0.00% | 00.0% | Unchanged |
| Argent Trust Co | 21,908 | $606.0K | 0.02% | −4,400−16.7% | Reduced |
| Rockefeller Capital Management L.P. | 22,365 | $618.6K | 0.00% | −22−0.1% | Reduced |
| Louisiana State Employees Retirement System | 22,400 | $619.6K | 0.01% | −600−2.6% | Reduced |