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 |
|---|---|---|---|---|---|
| Avidian Wealth Solutions, LLC | 16,517 | $456.9K | 0.02% | 00.0% | Unchanged |
| Precedent Wealth Partners, LLC | 16,000 | $442.6K | 0.12% | 00.0% | Unchanged |
| Comerica Bank | 15,911 | $440.1K | 0.00% | −343−2.1% | Reduced |
| Trexquant Investment LP | 15,662 | $433.2K | 0.01% | +15,662 | New |
| Sheets Smith Wealth Management | 15,491 | $428.5K | 0.05% | +663+4.5% | Added |
| CI Private Wealth, LLC | 15,165 | $419.5K | 0.00% | −258−1.7% | Reduced |
| XTX Topco Ltd | 14,618 | $404.3K | 0.02% | +14,618 | New |
| Teachers Retirement System of the State of Kentucky | 14,624 | $404.0K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 14,587 | $403.5K | 0.00% | −1,254−7.9% | Reduced |
| Arizona State Retirement System | 14,553 | $402.5K | 0.00% | −218−1.5% | Reduced |
| Colony Group, LLC | 14,521 | $401.6K | 0.00% | +40+0.3% | Added |
| Versant Capital Management, Inc | 14,506 | $401.2K | 0.07% | +60+0.4% | Added |
| 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 |
| Amalgamated Bank | 13,606 | $376.0K | 0.00% | −407−2.9% | Reduced |
| FMR LLC | 13,513 | $373.8K | 0.00% | +3,034+29.0% | Added |
| LPL Financial LLC | 13,351 | $369.3K | 0.00% | −178−1.3% | Reduced |
| Harrell Investment Partners, LLC | 12,840 | $355.2K | 0.11% | 00.0% | Unchanged |
| Creative Planning | 12,702 | $351.3K | 0.00% | +1,363+12.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12,333 | $341.1K | 0.01% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,681 | $323.1K | 0.00% | −520−4.3% | Reduced |
| Allianz Asset Management GmbH | 11,600 | $320.9K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 11,540 | $319.2K | 0.00% | −3,235−21.9% | Reduced |
| EntryPoint Capital, LLC | 11,532 | $319.0K | 0.15% | −2,598−18.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 11,379 | $314.7K | 0.00% | +1,232+12.1% | Added |
| State of Tennessee, Treasury Department | 11,068 | $306.1K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 10,927 | $302.2K | 0.01% | −300−2.7% | Reduced |
| CIBC World Markets Corp | 10,901 | $301.5K | 0.00% | +10,901 | New |
| Patron Partners Advisors, LLC | 10,658 | $294.8K | 0.16% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 10,511 | $290.7K | 0.00% | +10,511 | New |
| KLP Kapitalforvaltning AS | 10,487 | $290.1K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 10,459 | $289.3K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 10,257 | $284.0K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 9,907 | $274.0K | 0.00% | −5,027−33.7% | Reduced |
| Foundations Investment Advisors, LLC | 9,208 | $254.7K | 0.00% | +9,208 | New |
| Royal Bank of Canada | 9,202 | $254.0K | 0.00% | +1,948+26.9% | Added |
| Susquehanna Fundamental Investments, LLC | 9,174 | $253.8K | 0.00% | −513−5.3% | Reduced |
| Victory Capital Management Inc | 8,623 | $238.5K | 0.00% | −727−7.8% | Reduced |
| Pictet Asset Management Holding SA | 8,404 | $232.5K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 8,400 | $232.0K | 0.00% | +8,400 | New |
| Los Angeles Capital Management LLC | 8,225 | $227.5K | 0.00% | −1,220−12.9% | Reduced |
| Waters Parkerson & Co., LLC | 8,000 | $221.3K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 7,794 | $215.6K | 0.00% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 7,731 | $213.8K | 0.01% | +7,731 | New |
| Rahlfs Capital, LLC | 7,581 | $209.7K | 0.21% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 7,530 | $208.3K | 0.01% | +6,786+912.1% | Added |
| Bank of Montreal | 7,453 | $206.2K | 0.00% | +7,453 | New |
| Quest Partners LLC | 6,316 | $174.7K | 0.02% | +398+6.7% | Added |
| SG Americas Securities, LLC | 5,466 | $151.0K | 0.00% | −8,094−59.7% | Reduced |
| Mather Group, LLC. | 4,869 | $134.7K | 0.00% | +24+0.5% | Added |
| Ameritas Investment Partners, Inc. | 4,840 | $133.9K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 4,323 | $119.6K | 0.00% | −4,255−49.6% | Reduced |
| Chilton Capital Management LLC | 3,275 | $90.6K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 3,177 | $88.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 2,970 | $82.2K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,901 | $80.2K | 0.00% | +21+0.7% | Added |
| Advisors Asset Management, Inc. | 2,683 | $74.2K | 0.00% | −32−1.2% | Reduced |
| Jones Financial Companies LLLP | 1,958 | $53.9K | 0.00% | +1,787+1,045.0% | Added |
| Ronald Blue Trust, Inc. | 1,864 | $51.6K | 0.00% | +184+11.0% | Added |
| GAMMA Investing LLC | 1,631 | $45.1K | 0.00% | +1,243+320.4% | Added |
| CWM, LLC | 1,393 | $39.0K | 0.00% | +788+130.2% | Added |
| Tower Research Capital LLC (TRC) | 1,371 | $37.9K | 0.00% | −2,461−64.2% | Reduced |
| MAI Capital Management | 1,000 | $27.7K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 848 | $23.5K | 0.00% | −725−46.1% | Reduced |
| Lindbrook Capital, LLC | 792 | $21.9K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 585 | $16.2K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 573 | $15.8K | 0.00% | −20−3.4% | Reduced |
| Bessemer Group Inc | 271 | $8.00K | 0.00% | +226+502.2% | Added |
| Harbor Capital Advisors, Inc. | 201 | $6.00K | 0.00% | +201 | New |
| Coldstream Capital Management Inc | 211 | $5.84K | 0.00% | +211 | New |
| Lummis Asset Management, LP | 200 | $5.53K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 133 | $3.68K | 0.00% | +121+1,008.3% | Added |
| Signaturefd, LLC | 115 | $3.18K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 105 | $3.05K | 0.00% | +105 | New |
| Umb Bank N A | 86 | $2.38K | 0.00% | +67+352.6% | Added |
| Rothschild Investment LLC | 85 | $2.35K | 0.00% | +20+30.8% | Added |
| HWG Holdings LP | 50 | $1.38K | 0.00% | +50 | New |
| Covestor Ltd | 44 | $1.00K | 0.00% | −83−65.4% | Reduced |
| Farmers & Merchants Investments Inc | 31 | $857 | 0.00% | −4−11.4% | Reduced |
| Fifth Third Bancorp | 28 | $774 | 0.00% | +28 | New |
| UMA Financial Services, Inc. | 26 | $720 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 26 | $720 | 0.00% | +20+333.3% | Added |
| True Wealth Design, LLC | 22 | $609 | 0.00% | +22 | New |
| Allworth Financial LP | 20 | $540 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 15 | $415 | 0.00% | +15 | New |
| GeoWealth Management, LLC | 11 | $304 | 0.00% | −9−45.0% | Reduced |
| Farther Finance Advisors, LLC | 9 | $248 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 6 | $166 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 5 | $138 | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −199,461−100.0% | Sold out |
| Elizabeth Park Capital Advisors, Ltd. | 0 | $0 | 0.00% | −186,217−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −29,902−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −24,913−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −23,908−100.0% | Sold out |
| Fayez Sarofim & Co | 0 | $0 | 0.00% | −8,763−100.0% | Sold out |
| Symphony Financial, Ltd. Co. | 0 | $0 | 0.00% | −8,250−100.0% | Sold out |
| Mutual of America Capital Management LLC | 0 | $0 | 0.00% | −7,200−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −7,191−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −748−100.0% | Sold out |
| POM Investment Strategies, LLC | 0 | $0 | 0.00% | −297−100.0% | Sold out |