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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.

Institutional holdersQ1 2025: 189 institutions
Q1 2021: 87 institutionsQ2 2021: 84 institutionsQ3 2021: 76 institutionsQ4 2021: 89 institutionsQ1 2022: 96 institutionsQ2 2022: 99 institutionsQ3 2022: 111 institutionsQ4 2022: 168 institutionsQ1 2023: 152 institutionsQ2 2023: 153 institutionsQ3 2023: 151 institutionsQ4 2023: 160 institutionsQ1 2024: 165 institutionsQ2 2024: 164 institutionsQ3 2024: 175 institutionsQ4 2024: 180 institutionsQ1 2025: 189 institutionsQ2 2025: 184 institutionsQ3 2025: 191 institutionsQ4 2025: 194 institutionsQ1 2026: 229 institutionsQ2 2026: 213 institutions
Value heldQ1 2025: $831.8M
Q1 2021: $280.0MQ2 2021: $263.6MQ3 2021: $252.4MQ4 2021: $302.5MQ1 2022: $351.7MQ2 2022: $303.6MQ3 2022: $365.1MQ4 2022: $804.1MQ1 2023: $675.6MQ2 2023: $630.8MQ3 2023: $582.0MQ4 2023: $803.5MQ1 2024: $691.3MQ2 2024: $664.0MQ3 2024: $758.2MQ4 2024: $865.1MQ1 2025: $831.8MQ2 2025: $866.7MQ3 2025: $958.2MQ4 2025: $980.6MQ1 2026: $1.22BQ2 2026: $1.28B
Institutions holding STEL and their total value by quarter
QuarterHoldersValue
Q2 2026213$1.28B
Q1 2026229$1.22B
Q4 2025194$980.6M
Q3 2025191$958.2M
Q2 2025184$866.7M
Q1 2025189$831.8M
Q4 2024180$865.1M
Q3 2024175$758.2M
Q2 2024164$664.0M
Q1 2024165$691.3M
Q4 2023160$803.5M
Q3 2023151$582.0M
Q2 2023153$630.8M
Q1 2023152$675.6M
Q4 2022168$804.1M
Q3 2022111$365.1M
Q2 202299$303.6M
Q1 202296$351.7M
Q4 202189$302.5M
Q3 202176$252.4M
Q2 202184$263.6M
Q1 202187$280.0M

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Stellar Bancorp, Inc.; share changes are against Q4 2024.

Institutions holding STEL in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Linscomb & Williams, Inc.22,712$628.2K0.03%00.0%Unchanged
Hancock Whitney Corp23,579$652.2K0.02%+1,311+5.9%Added
Rafferty Asset Management, LLC23,866$660.1K0.00%−7,612−24.2%Reduced
Crossmark Global Holdings, Inc.23,882$660.6K0.01%−53−0.2%Reduced
U.S. Capital Wealth Advisors, LLC24,105$666.7K0.02%+14,503+151.0%Added
Commonwealth Equity Services, LLC24,843$687.0K0.00%+1,819+7.9%Added
Manufacturers Life Insurance Company, The25,363$701.5K0.00%+564+2.3%Added
Corebridge Financial, Inc.25,603$708.2K0.00%−498−1.9%Reduced
Illinois Municipal Retirement Fund25,609$708.3K0.01%+129+0.5%Added
Crestmont Private Wealth LLC25,729$711.7K0.31%−3,070−10.7%Reduced
Numerai GP LLC25,919$716.9K0.14%+25,919New
Russell Investments Group, Ltd.26,182$724.2K0.00%+148+0.6%Added
State of Alaska, Department of Revenue26,358$729.0K0.01%−691−2.6%Reduced
AQR Capital Management LLC26,504$733.1K0.00%+16,977+178.2%Added
WJ Interests, LLC27,501$760.7K0.35%+27,501New
MetLife Investment Management29,210$807.9K0.00%−523−1.8%Reduced
Mirae Asset Global ETFs Holdings Ltd.29,214$808.1K0.00%+1,281+4.6%Added
Wells Fargo & Company29,493$815.8K0.00%+652+2.3%Added
Beacon Pointe Advisors, LLC30,197$835.2K0.01%00.0%Unchanged
Oxbow Advisors, LLC30,464$842.6K0.09%00.0%Unchanged
SFMG, LLC33,211$918.6K0.07%+2,500+8.1%Added
Inscription Capital, LLC38,095$928.0K0.16%+38,095New
Icon Wealth Advisors, LLC33,755$933.7K0.08%+20,540+155.4%Added
Price T Rowe Associates Inc33,941$939.0K0.00%+4,988+17.2%Added
Integrated Wealth Concepts LLC34,437$952.5K0.01%+341+1.0%Added
Thrivent Financial for Lutherans34,928$966.0K0.00%−7,056−16.8%Reduced
Qube Research & Technologies Ltd36,935$1.02M0.00%−7,007−15.9%Reduced
Academy Capital Management Inc36,941$1.02M0.18%−630−1.7%Reduced
Brandywine Global Investment Management, LLC37,386$1.03M0.01%+37,386New
Deutsche Bank AG38,579$1.07M0.00%−3,639−8.6%Reduced
Credit Agricole S A39,600$1.10M0.00%00.0%Unchanged
Fca Corp40,038$1.11M0.35%−1,171−2.8%Reduced
Tudor Investment Corp Et Al40,942$1.13M0.01%−67,295−62.2%Reduced
Intech Investment Management LLC44,603$1.23M0.01%+7,576+20.5%Added
Universal- Beteiligungs- und Servicegesellschaft mbH44,734$1.24M0.00%+44,734New
Dark Forest Capital Management LP46,249$1.28M0.06%+29,409+174.6%Added
Prudential Financial Inc46,291$1.28M0.00%−12,675−21.5%Reduced
McDaniel Terry & Co46,419$1.28M0.11%00.0%Unchanged
California State Teachers Retirement System47,446$1.31M0.00%00.0%Unchanged
Mendon Capital Advisors Corp50,000$1.38M0.64%00.0%Unchanged
RMB Capital Management, LLC50,000$1.38M0.03%00.0%Unchanged
Alliancebernstein L.P.51,455$1.42M0.00%−11,987−18.9%Reduced
Teton Advisors, Inc.57,800$1.60M1.00%−2,200−3.7%Reduced
Steward Partners Investment Advisory, LLC64,748$1.79M0.02%00.0%Unchanged
UBS Group AG68,130$1.88M0.00%−11,744−14.7%Reduced
Barclays PLC71,280$1.97M0.00%−27,068−27.5%Reduced
Susquehanna International Group, LLP77,597$2.15M0.00%+50,035+181.5%Added
Segment Wealth Management, LLC79,906$2.21M0.15%+330.0%Added
Citigroup Inc83,113$2.30M0.00%−2,770−3.2%Reduced
ExodusPoint Capital Management, LP84,878$2.35M0.03%+61,519+263.4%Added
UBS Asset Management Americas Inc86,535$2.39M0.00%+15,115+21.2%Added
JPMorgan Chase & Co91,781$2.54M0.00%−101,290−52.5%Reduced
Swiss National Bank98,362$2.72M0.00%−1,800−1.8%Reduced
Great Lakes Advisors, LLC113,976$3.15M0.03%−40,562−26.2%Reduced
Richard Bernstein Advisors LLC114,177$3.16M0.08%−4,492−3.8%Reduced
First Trust Advisors LP130,354$3.61M0.00%−37,438−22.3%Reduced
Bank of America Corp130,406$3.61M0.00%+61,306+88.7%Added
Legal & General Group Plc131,374$3.63M0.00%−4,024−3.0%Reduced
Nuveen, LLC132,739$3.67M0.00%+132,739New
Carlton Hofferkamp & Jenks Wealth Management, LLC144,748$3.70M1.53%−4,922−3.3%Reduced
Royce & Associates LP137,222$3.80M0.04%−1,000−0.7%Reduced
Rhumbline Advisers141,003$3.90M0.00%−4,461−3.1%Reduced
Public Sector Pension Investment Board150,772$4.17M0.02%+32,347+27.3%Added
Callahan Advisors, LLC166,731$4.61M0.44%+10.0%Added
Truist Financial Corp175,258$4.85M0.01%00.0%Unchanged
Empowered Funds, LLC175,881$4.86M0.07%+29,759+20.4%Added
Ameriprise Financial Inc184,128$5.09M0.00%−6,082−3.2%Reduced
Jane Street Group, LLC195,376$5.40M0.01%+100,067+105.0%Added
FOCUS Wealth Advisors, LLC195,888$5.42M2.99%00.0%Unchanged
Mercer Global Advisors Inc203,250$5.62M0.01%+1,712+0.8%Added
Principal Financial Group Inc236,895$6.55M0.00%+6,303+2.7%Added
HighTower Advisors, LLC278,924$7.72M0.01%+580.0%Added
Invesco Ltd.321,423$8.89M0.00%−36,344−10.2%Reduced
Morgan Stanley370,300$10.2M0.00%−49,487−11.8%Reduced
Bridgeway Capital Management, LLC384,021$10.6M0.27%+78,059+25.5%Added
Goldman Sachs Group Inc390,585$10.8M0.00%−15,257−3.8%Reduced
Bank of New York Mellon Corp411,120$11.4M0.00%−15,233−3.6%Reduced
Charles Schwab Investment Management Inc436,818$12.1M0.00%−4,907−1.1%Reduced
Wellington Management Group LLP709,929$19.6M0.00%−116,739−14.1%Reduced
American Century Companies Inc753,216$20.8M0.01%+100,796+15.4%Added
Northern Trust Corp791,047$21.9M0.00%−13,552−1.7%Reduced
Millennium Management LLC882,431$24.4M0.02%+98,224+12.5%Added
Geode Capital Management, LLC1,141,010$31.6M0.00%+34,882+3.2%Added
William Blair Investment Management, LLC1,155,033$31.9M0.09%−53,717−4.4%Reduced
King Luther Capital Management Corp1,280,426$35.4M0.16%00.0%Unchanged
State Street Corp2,054,804$56.8M0.00%−125,578−5.8%Reduced
Dimensional Fund Advisors LP2,124,962$58.8M0.01%+128,353+6.4%Added
Vanguard Group Inc3,259,794$90.2M0.00%−12,748−0.4%Reduced
BlackRock, Inc.7,369,896$203.9M0.00%−255,352−3.3%Reduced
Balyasny Asset Management LLC0$00.00%−199,461−100.0%Sold out
Elizabeth Park Capital Advisors, Ltd.0$00.00%−186,217−100.0%Sold out
SEI Investments Co0$00.00%−29,902−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−24,913−100.0%Sold out
Citadel Advisors LLC0$00.00%−23,908−100.0%Sold out
Fayez Sarofim & Co0$00.00%−8,763−100.0%Sold out
Symphony Financial, Ltd. Co.0$00.00%−8,250−100.0%Sold out
Mutual of America Capital Management LLC0$00.00%−7,200−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−7,191−100.0%Sold out
Point72 Asia (Singapore) Pte. Ltd.0$00.00%−748−100.0%Sold out
POM Investment Strategies, LLC0$00.00%−297−100.0%Sold out