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 |
|---|---|---|---|---|---|
| Covestor Ltd | 7 | $0 | 0.00% | −37−84.1% | Reduced |
| DecisionPoint Financial, LLC | 7 | $203 | 0.00% | +7 | New |
| Farther Finance Advisors, LLC | 9 | $252 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 16 | $448 | 0.00% | +16 | New |
| Parkside Financial Bank & Trust | 20 | $560 | 0.00% | −6−23.1% | Reduced |
| SRS Capital Advisors, Inc. | 30 | $840 | 0.00% | +30 | New |
| Farmers & Merchants Investments Inc | 31 | $867 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 41 | $1.15K | 0.00% | +41 | New |
| Larson Financial Group LLC | 70 | $1.96K | 0.00% | +65+1,300.0% | Added |
| Hantz Financial Services, Inc. | 68 | $2.00K | 0.00% | +68 | New |
| Bare Financial Services, Inc | 83 | $2.32K | 0.00% | +83 | New |
| Rothschild Investment LLC | 85 | $2.38K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $2.63K | 0.00% | −6−100.0% | Reduced |
| Aster Capital Management (DIFC) Ltd | 100 | $2.80K | 0.00% | −5−4.8% | Reduced |
| US Bancorp | 102 | $2.85K | 0.00% | +102 | New |
| Allworth Financial LP | 116 | $3.25K | 0.00% | +96+480.0% | Added |
| Skopos Labs, Inc. | 127 | $3.55K | 0.00% | +127 | New |
| Umb Bank N A | 136 | $3.81K | 0.00% | +50+58.1% | Added |
| Bessemer Group Inc | 136 | $4.00K | 0.00% | −135−49.8% | Reduced |
| True Wealth Design, LLC | 145 | $4.06K | 0.00% | +123+559.1% | Added |
| Fifth Third Bancorp | 168 | $4.70K | 0.00% | +140+500.0% | Added |
| Clearstead Advisors, LLC | 190 | $5.32K | 0.00% | +190 | New |
| Twin Peaks Wealth Advisors, LLC | 189 | $5.54K | 0.00% | +189 | New |
| Lummis Asset Management, LP | 200 | $5.60K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 260 | $7.00K | 0.00% | +59+29.4% | Added |
| Signaturefd, LLC | 262 | $7.33K | 0.00% | +147+127.8% | Added |
| Smartleaf Asset Management LLC | 372 | $10.4K | 0.00% | −201−35.1% | Reduced |
| Parallel Advisors, LLC | 663 | $18.6K | 0.00% | +78+13.3% | Added |
| EverSource Wealth Advisors, LLC | 751 | $21.0K | 0.00% | +618+464.7% | Added |
| MAI Capital Management | 1,041 | $29.1K | 0.00% | +41+4.1% | Added |
| Chilton Capital Management LLC | 1,175 | $32.9K | 0.00% | −2,100−64.1% | Reduced |
| Sterling Capital Management LLC | 1,271 | $35.6K | 0.00% | +423+49.9% | Added |
| GAMMA Investing LLC | 1,471 | $41.2K | 0.00% | −160−9.8% | Reduced |
| Clear Street Markets LLC | 1,608 | $45.0K | 0.02% | +1,608 | New |
| CWM, LLC | 1,647 | $46.0K | 0.00% | +254+18.2% | Added |
| KBC Group NV | 1,982 | $55.0K | 0.00% | −1,195−37.6% | Reduced |
| Ronald Blue Trust, Inc. | 2,010 | $56.2K | 0.00% | +146+7.8% | Added |
| Advisor Group Holdings, Inc. | 2,217 | $62.0K | 0.00% | +2,217 | New |
| Advisors Asset Management, Inc. | 2,531 | $70.8K | 0.00% | −152−5.7% | Reduced |
| Quest Partners LLC | 2,718 | $76.0K | 0.01% | −3,598−57.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 2,970 | $83.1K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,979 | $83.4K | 0.00% | +78+2.7% | Added |
| Nisa Investment Advisors, LLC | 4,056 | $113.5K | 0.00% | −267−6.2% | Reduced |
| Jones Financial Companies LLLP | 4,581 | $128.5K | 0.00% | +2,623+134.0% | Added |
| Ameritas Investment Partners, Inc. | 4,840 | $135.4K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 5,166 | $145.0K | 0.00% | −300−5.5% | Reduced |
| Vident Advisory, LLC | 7,214 | $201.8K | 0.00% | +7,214 | New |
| Quadrant Capital Group LLC | 7,533 | $210.8K | 0.01% | +30.0% | Added |
| Bank of Montreal | 7,536 | $210.9K | 0.00% | +83+1.1% | Added |
| Rahlfs Capital, LLC | 7,581 | $212.1K | 0.19% | 00.0% | Unchanged |
| Cetera Investment Advisers | 7,788 | $217.9K | 0.00% | −6−0.1% | Reduced |
| Waters Parkerson & Co., LLC | 8,000 | $223.8K | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 8,206 | $229.0K | 0.00% | −996−10.8% | Reduced |
| Victory Capital Management Inc | 8,388 | $234.7K | 0.00% | −235−2.7% | Reduced |
| Handelsbanken Fonder AB | 8,400 | $235.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 9,155 | $256.2K | 0.01% | +7,784+567.8% | Added |
| KLP Kapitalforvaltning AS | 9,287 | $259.9K | 0.00% | −1,200−11.4% | Reduced |
| Foundations Investment Advisors, LLC | 9,303 | $260.3K | 0.00% | +95+1.0% | Added |
| Pictet Asset Management Holding SA | 9,778 | $273.6K | 0.00% | +1,374+16.3% | Added |
| New York State Teachers Retirement System | 9,907 | $277.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 10,257 | $287.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 10,481 | $293.3K | 0.00% | −1,059−9.2% | Reduced |
| Oregon Public Employees Retirement Fund | 10,527 | $294.5K | 0.01% | −400−3.7% | Reduced |
| Patron Partners Advisors, LLC | 10,658 | $298.2K | 0.15% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 11,068 | $309.7K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 11,430 | $319.8K | 0.00% | +971+9.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,681 | $326.8K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 12,129 | $339.4K | 0.00% | +1,618+15.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12,333 | $345.1K | 0.01% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 12,840 | $359.3K | 0.09% | 00.0% | Unchanged |
| Amalgamated Bank | 13,136 | $368.0K | 0.00% | −470−3.5% | Reduced |
| New York State Common Retirement Fund | 13,401 | $375.0K | 0.00% | −3,600−21.2% | Reduced |
| Maryland State Retirement & Pension System | 13,463 | $376.7K | 0.01% | −441−3.2% | Reduced |
| State Board of Administration of Florida Retirement System | 13,904 | $389.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 14,446 | $404.2K | 0.06% | −60−0.4% | Reduced |
| Arizona State Retirement System | 14,491 | $405.5K | 0.00% | −62−0.4% | Reduced |
| Colony Group, LLC | 14,575 | $407.8K | 0.00% | +54+0.4% | Added |
| Teachers Retirement System of the State of Kentucky | 14,624 | $409.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 14,631 | $409.4K | 0.00% | +1,118+8.3% | Added |
| Voya Investment Management LLC | 14,718 | $411.8K | 0.00% | +131+0.9% | Added |
| CI Private Wealth, LLC | 15,145 | $423.8K | 0.00% | −20−0.1% | Reduced |
| Comerica Bank | 15,387 | $430.5K | 0.00% | −524−3.3% | Reduced |
| Sheets Smith Wealth Management | 15,819 | $442.6K | 0.05% | +328+2.1% | Added |
| Verition Fund Management LLC | 15,820 | $442.6K | 0.00% | +15,820 | New |
| Precedent Wealth Partners, LLC | 16,000 | $447.7K | 0.11% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 16,517 | $462.1K | 0.02% | 00.0% | Unchanged |
| EJF Capital LLC | 16,978 | $475.0K | 0.38% | +438+2.6% | Added |
| Yousif Capital Management, LLC | 17,137 | $479.5K | 0.01% | −524−3.0% | Reduced |
| XTX Topco Ltd | 17,594 | $492.3K | 0.02% | +2,976+20.4% | Added |
| STRS Ohio | 19,300 | $540.0K | 0.00% | +1,400+7.8% | Added |
| Janus Henderson Group PLC | 19,495 | $546.3K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 19,647 | $550.0K | 0.00% | −5,196−20.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 20,035 | $561.0K | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 21,400 | $598.8K | 0.01% | −1,000−4.5% | Reduced |
| Crestmont Private Wealth LLC | 21,729 | $608.0K | 0.22% | −4,000−15.5% | Reduced |
| Argent Trust Co | 21,908 | $613.0K | 0.02% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 22,712 | $635.5K | 0.03% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 22,715 | $635.6K | 0.00% | +350+1.6% | Added |
| Russell Investments Group, Ltd. | 23,501 | $657.6K | 0.00% | −2,681−10.2% | Reduced |
| Inscription Capital, LLC | 23,592 | $660.1K | 0.10% | −14,503−38.1% | Reduced |