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, Q2 2025
Institutional positions in Stellar Bancorp, Inc. as of Jun 30, 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
- 184
- −3 vs. Q1 2025
- Shares held
- 31.2M
- +1.17M (+3.9%) vs. Q1 2025
- Total value
- $866.7M
- +$36.0M (+4.3%) vs. Q1 2025
- New holders
- 18
- 64 more added
- Sold out
- 21
- 66 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Stellar Bancorp, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 6,790,160 | $190.0M | 0.00% | −579,736−7.9% | Reduced |
| Vanguard Group Inc | 3,255,780 | $91.1M | 0.00% | −4,014−0.1% | Reduced |
| Dimensional Fund Advisors LP | 2,250,427 | $63.0M | 0.01% | +125,465+5.9% | Added |
| State Street Corp | 2,116,900 | $59.2M | 0.00% | +62,096+3.0% | Added |
| North Reef Capital Management LP | 1,540,000 | $43.1M | 1.91% | +1,520,000+7,600.0% | Added |
| King Luther Capital Management Corp | 1,283,086 | $35.9M | 0.16% | +2,660+0.2% | Added |
| Geode Capital Management, LLC | 1,096,509 | $30.7M | 0.00% | −44,501−3.9% | Reduced |
| William Blair Investment Management, LLC | 1,068,582 | $29.9M | 0.08% | −86,451−7.5% | Reduced |
| Millennium Management LLC | 919,819 | $25.7M | 0.02% | +37,388+4.2% | Added |
| Northern Trust Corp | 759,203 | $21.2M | 0.00% | −31,844−4.0% | Reduced |
| American Century Companies Inc | 737,649 | $20.6M | 0.01% | −15,567−2.1% | Reduced |
| Wellington Management Group LLP | 640,362 | $17.9M | 0.00% | −69,567−9.8% | Reduced |
| Charles Schwab Investment Management Inc | 421,268 | $11.8M | 0.00% | −15,550−3.6% | Reduced |
| Bank of New York Mellon Corp | 401,635 | $11.2M | 0.00% | −9,485−2.3% | Reduced |
| Bridgeway Capital Management, LLC | 393,685 | $11.0M | 0.26% | +9,664+2.5% | Added |
| Morgan Stanley | 393,426 | $11.0M | 0.00% | +23,126+6.2% | Added |
| Cooper Financial Group | 310,293 | $8.68M | 1.02% | +310,293 | New |
| HighTower Advisors, LLC | 286,171 | $8.01M | 0.01% | +7,247+2.6% | Added |
| Invesco Ltd. | 271,319 | $7.59M | 0.00% | −50,104−15.6% | Reduced |
| Goldman Sachs Group Inc | 263,932 | $7.38M | 0.00% | −126,653−32.4% | Reduced |
| Principal Financial Group Inc | 227,235 | $6.36M | 0.00% | −9,660−4.1% | Reduced |
| Mercer Global Advisors Inc | 203,311 | $5.69M | 0.01% | +610.0% | Added |
| FOCUS Wealth Advisors, LLC | 195,888 | $5.48M | 2.85% | 00.0% | Unchanged |
| Empowered Funds, LLC | 185,545 | $5.19M | 0.06% | +9,664+5.5% | Added |
| Truist Financial Corp | 175,258 | $4.90M | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 175,001 | $4.90M | 0.00% | −9,127−5.0% | Reduced |
| Callahan Advisors, LLC | 162,732 | $4.55M | 0.41% | −3,999−2.4% | Reduced |
| Public Sector Pension Investment Board | 156,203 | $4.37M | 0.02% | +5,431+3.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 406,962 | $4.36M | 0.02% | +395,583+3,476.4% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 144,628 | $4.34M | 1.57% | −120−0.1% | Reduced |
| Bank of America Corp | 146,124 | $4.09M | 0.00% | +15,718+12.1% | Added |
| Rhumbline Advisers | 143,693 | $4.02M | 0.00% | +2,690+1.9% | Added |
| ExodusPoint Capital Management, LP | 142,379 | $3.98M | 0.05% | +57,501+67.7% | Added |
| UBS Asset Management Americas Inc | 137,433 | $3.85M | 0.00% | +50,898+58.8% | Added |
| Royce & Associates LP | 137,222 | $3.84M | 0.04% | 00.0% | Unchanged |
| Legal & General Group Plc | 129,100 | $3.61M | 0.00% | −2,274−1.7% | Reduced |
| UBS Group AG | 108,695 | $3.04M | 0.00% | +40,565+59.5% | Added |
| Nuveen, LLC | 105,531 | $2.95M | 0.00% | −27,208−20.5% | Reduced |
| Barclays PLC | 105,352 | $2.95M | 0.00% | +34,072+47.8% | Added |
| Swiss National Bank | 94,862 | $2.65M | 0.00% | −3,500−3.6% | Reduced |
| Great Lakes Advisors, LLC | 91,193 | $2.55M | 0.02% | −22,783−20.0% | Reduced |
| Segment Wealth Management, LLC | 79,938 | $2.24M | 0.14% | +320.0% | Added |
| Susquehanna International Group, LLP | 78,501 | $2.20M | 0.00% | +904+1.2% | Added |
| JPMorgan Chase & Co | 76,609 | $2.14M | 0.00% | −15,172−16.5% | Reduced |
| First Trust Advisors LP | 74,910 | $2.10M | 0.00% | −55,444−42.5% | Reduced |
| Citigroup Inc | 70,640 | $1.98M | 0.00% | −12,473−15.0% | Reduced |
| Paragon Capital Management LLC | 65,848 | $1.84M | 0.95% | +65,848 | New |
| Financial Synergies Wealth Advisors, Inc. | 65,848 | $1.84M | 0.20% | +65,848 | New |
| Steward Partners Investment Advisory, LLC | 64,748 | $1.81M | 0.01% | 00.0% | Unchanged |
| Teton Advisors, Inc. | 56,000 | $1.57M | 0.95% | −1,800−3.1% | Reduced |
| Alliancebernstein L.P. | 51,455 | $1.44M | 0.00% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 50,814 | $1.42M | 0.00% | +6,080+13.6% | Added |
| Jane Street Group, LLC | 48,455 | $1.36M | 0.00% | −146,921−75.2% | Reduced |
| Prudential Financial Inc | 47,980 | $1.34M | 0.00% | +1,689+3.6% | Added |
| California State Teachers Retirement System | 46,772 | $1.31M | 0.00% | −674−1.4% | Reduced |
| Citadel Advisors LLC | 46,634 | $1.30M | 0.00% | +46,634 | New |
| McDaniel Terry & Co | 46,419 | $1.30M | 0.11% | 00.0% | Unchanged |
| Fca Corp | 40,612 | $1.14M | 0.34% | +574+1.4% | Added |
| Price T Rowe Associates Inc | 40,211 | $1.13M | 0.00% | +6,270+18.5% | Added |
| Rafferty Asset Management, LLC | 39,027 | $1.09M | 0.00% | +15,161+63.5% | Added |
| Creative Planning | 38,259 | $1.07M | 0.00% | +25,557+201.2% | Added |
| Intech Investment Management LLC | 38,045 | $1.06M | 0.01% | −6,558−14.7% | Reduced |
| AQR Capital Management LLC | 37,028 | $1.04M | 0.00% | +10,524+39.7% | Added |
| Academy Capital Management Inc | 36,941 | $1.03M | 0.15% | 00.0% | Unchanged |
| Brandywine Global Investment Management, LLC | 36,186 | $1.01M | 0.01% | −1,200−3.2% | Reduced |
| Sunbelt Securities, Inc. | 34,501 | $978.1K | 0.09% | +16,783+94.7% | Added |
| Deutsche Bank AG | 34,929 | $977.3K | 0.00% | −3,650−9.5% | Reduced |
| Integrated Wealth Concepts LLC | 34,741 | $972.1K | 0.01% | +304+0.9% | Added |
| Icon Wealth Advisors, LLC | 33,755 | $944.5K | 0.07% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 33,686 | $943.0K | 0.00% | −1,242−3.6% | Reduced |
| SFMG, LLC | 33,223 | $929.6K | 0.07% | +120.0% | Added |
| Oxbow Advisors, LLC | 30,464 | $852.4K | 0.09% | 00.0% | Unchanged |
| Wells Fargo & Company | 30,366 | $849.6K | 0.00% | +873+3.0% | Added |
| Beacon Pointe Advisors, LLC | 30,197 | $844.9K | 0.01% | 00.0% | Unchanged |
| Hancock Whitney Corp | 30,115 | $842.6K | 0.02% | +6,536+27.7% | Added |
| MetLife Investment Management | 29,210 | $817.3K | 0.00% | 00.0% | Unchanged |
| WJ Interests, LLC | 27,506 | $769.6K | 0.33% | +50.0% | Added |
| State of Alaska, Department of Revenue | 27,299 | $763.0K | 0.01% | +941+3.6% | Added |
| Dark Forest Capital Management LP | 25,890 | $724.4K | 0.03% | −20,359−44.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 25,788 | $721.5K | 0.00% | −3,426−11.7% | Reduced |
| Illinois Municipal Retirement Fund | 25,083 | $701.8K | 0.01% | −526−2.1% | Reduced |
| Manufacturers Life Insurance Company, The | 24,218 | $677.6K | 0.00% | −1,145−4.5% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 24,105 | $674.5K | 0.02% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 23,843 | $667.1K | 0.01% | −39−0.2% | Reduced |
| Inscription Capital, LLC | 23,592 | $660.1K | 0.10% | −14,503−38.1% | Reduced |
| Russell Investments Group, Ltd. | 23,501 | $657.6K | 0.00% | −2,681−10.2% | Reduced |
| Rockefeller Capital Management L.P. | 22,715 | $635.6K | 0.00% | +350+1.6% | Added |
| Linscomb & Williams, Inc. | 22,712 | $635.5K | 0.03% | 00.0% | Unchanged |
| Argent Trust Co | 21,908 | $613.0K | 0.02% | 00.0% | Unchanged |
| Crestmont Private Wealth LLC | 21,729 | $608.0K | 0.22% | −4,000−15.5% | Reduced |
| Louisiana State Employees Retirement System | 21,400 | $598.8K | 0.01% | −1,000−4.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 20,035 | $561.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 19,647 | $550.0K | 0.00% | −5,196−20.9% | Reduced |
| Janus Henderson Group PLC | 19,495 | $546.3K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 19,300 | $540.0K | 0.00% | +1,400+7.8% | Added |
| XTX Topco Ltd | 17,594 | $492.3K | 0.02% | +2,976+20.4% | Added |
| Yousif Capital Management, LLC | 17,137 | $479.5K | 0.01% | −524−3.0% | Reduced |
| EJF Capital LLC | 16,978 | $475.0K | 0.38% | +438+2.6% | Added |
| Avidian Wealth Solutions, LLC | 16,517 | $462.1K | 0.02% | 00.0% | Unchanged |
| Precedent Wealth Partners, LLC | 16,000 | $447.7K | 0.11% | 00.0% | Unchanged |