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 |
|---|---|---|---|---|---|
| Crossmark Global Holdings, Inc. | 23,843 | $667.1K | 0.01% | −39−0.2% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 24,105 | $674.5K | 0.02% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 24,218 | $677.6K | 0.00% | −1,145−4.5% | Reduced |
| Illinois Municipal Retirement Fund | 25,083 | $701.8K | 0.01% | −526−2.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 25,788 | $721.5K | 0.00% | −3,426−11.7% | Reduced |
| Dark Forest Capital Management LP | 25,890 | $724.4K | 0.03% | −20,359−44.0% | Reduced |
| State of Alaska, Department of Revenue | 27,299 | $763.0K | 0.01% | +941+3.6% | Added |
| WJ Interests, LLC | 27,506 | $769.6K | 0.33% | +50.0% | Added |
| MetLife Investment Management | 29,210 | $817.3K | 0.00% | 00.0% | Unchanged |
| Hancock Whitney Corp | 30,115 | $842.6K | 0.02% | +6,536+27.7% | Added |
| Beacon Pointe Advisors, LLC | 30,197 | $844.9K | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 30,366 | $849.6K | 0.00% | +873+3.0% | Added |
| Oxbow Advisors, LLC | 30,464 | $852.4K | 0.09% | 00.0% | Unchanged |
| SFMG, LLC | 33,223 | $929.6K | 0.07% | +120.0% | Added |
| Thrivent Financial for Lutherans | 33,686 | $943.0K | 0.00% | −1,242−3.6% | Reduced |
| Icon Wealth Advisors, LLC | 33,755 | $944.5K | 0.07% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 34,741 | $972.1K | 0.01% | +304+0.9% | Added |
| Deutsche Bank AG | 34,929 | $977.3K | 0.00% | −3,650−9.5% | Reduced |
| Sunbelt Securities, Inc. | 34,501 | $978.1K | 0.09% | +16,783+94.7% | Added |
| Brandywine Global Investment Management, LLC | 36,186 | $1.01M | 0.01% | −1,200−3.2% | Reduced |
| Academy Capital Management Inc | 36,941 | $1.03M | 0.15% | 00.0% | Unchanged |
| AQR Capital Management LLC | 37,028 | $1.04M | 0.00% | +10,524+39.7% | Added |
| Intech Investment Management LLC | 38,045 | $1.06M | 0.01% | −6,558−14.7% | Reduced |
| Creative Planning | 38,259 | $1.07M | 0.00% | +25,557+201.2% | Added |
| Rafferty Asset Management, LLC | 39,027 | $1.09M | 0.00% | +15,161+63.5% | Added |
| Price T Rowe Associates Inc | 40,211 | $1.13M | 0.00% | +6,270+18.5% | Added |
| Fca Corp | 40,612 | $1.14M | 0.34% | +574+1.4% | Added |
| McDaniel Terry & Co | 46,419 | $1.30M | 0.11% | 00.0% | Unchanged |
| Citadel Advisors LLC | 46,634 | $1.30M | 0.00% | +46,634 | New |
| California State Teachers Retirement System | 46,772 | $1.31M | 0.00% | −674−1.4% | Reduced |
| Prudential Financial Inc | 47,980 | $1.34M | 0.00% | +1,689+3.6% | Added |
| Jane Street Group, LLC | 48,455 | $1.36M | 0.00% | −146,921−75.2% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 50,814 | $1.42M | 0.00% | +6,080+13.6% | Added |
| Alliancebernstein L.P. | 51,455 | $1.44M | 0.00% | 00.0% | Unchanged |
| Teton Advisors, Inc. | 56,000 | $1.57M | 0.95% | −1,800−3.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 64,748 | $1.81M | 0.01% | 00.0% | Unchanged |
| 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 |
| Citigroup Inc | 70,640 | $1.98M | 0.00% | −12,473−15.0% | Reduced |
| First Trust Advisors LP | 74,910 | $2.10M | 0.00% | −55,444−42.5% | Reduced |
| JPMorgan Chase & Co | 76,609 | $2.14M | 0.00% | −15,172−16.5% | Reduced |
| Susquehanna International Group, LLP | 78,501 | $2.20M | 0.00% | +904+1.2% | Added |
| Segment Wealth Management, LLC | 79,938 | $2.24M | 0.14% | +320.0% | Added |
| Great Lakes Advisors, LLC | 91,193 | $2.55M | 0.02% | −22,783−20.0% | Reduced |
| Swiss National Bank | 94,862 | $2.65M | 0.00% | −3,500−3.6% | Reduced |
| Barclays PLC | 105,352 | $2.95M | 0.00% | +34,072+47.8% | Added |
| Nuveen, LLC | 105,531 | $2.95M | 0.00% | −27,208−20.5% | Reduced |
| UBS Group AG | 108,695 | $3.04M | 0.00% | +40,565+59.5% | Added |
| Legal & General Group Plc | 129,100 | $3.61M | 0.00% | −2,274−1.7% | Reduced |
| Royce & Associates LP | 137,222 | $3.84M | 0.04% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 137,433 | $3.85M | 0.00% | +50,898+58.8% | Added |
| ExodusPoint Capital Management, LP | 142,379 | $3.98M | 0.05% | +57,501+67.7% | Added |
| Rhumbline Advisers | 143,693 | $4.02M | 0.00% | +2,690+1.9% | Added |
| Bank of America Corp | 146,124 | $4.09M | 0.00% | +15,718+12.1% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 144,628 | $4.34M | 1.57% | −120−0.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 406,962 | $4.36M | 0.02% | +395,583+3,476.4% | Added |
| Public Sector Pension Investment Board | 156,203 | $4.37M | 0.02% | +5,431+3.6% | Added |
| Callahan Advisors, LLC | 162,732 | $4.55M | 0.41% | −3,999−2.4% | Reduced |
| Ameriprise Financial Inc | 175,001 | $4.90M | 0.00% | −9,127−5.0% | Reduced |
| Truist Financial Corp | 175,258 | $4.90M | 0.01% | 00.0% | Unchanged |
| Empowered Funds, LLC | 185,545 | $5.19M | 0.06% | +9,664+5.5% | Added |
| FOCUS Wealth Advisors, LLC | 195,888 | $5.48M | 2.85% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 203,311 | $5.69M | 0.01% | +610.0% | Added |
| Principal Financial Group Inc | 227,235 | $6.36M | 0.00% | −9,660−4.1% | Reduced |
| Goldman Sachs Group Inc | 263,932 | $7.38M | 0.00% | −126,653−32.4% | Reduced |
| Invesco Ltd. | 271,319 | $7.59M | 0.00% | −50,104−15.6% | Reduced |
| HighTower Advisors, LLC | 286,171 | $8.01M | 0.01% | +7,247+2.6% | Added |
| Cooper Financial Group | 310,293 | $8.68M | 1.02% | +310,293 | New |
| Morgan Stanley | 393,426 | $11.0M | 0.00% | +23,126+6.2% | Added |
| Bridgeway Capital Management, LLC | 393,685 | $11.0M | 0.26% | +9,664+2.5% | Added |
| Bank of New York Mellon Corp | 401,635 | $11.2M | 0.00% | −9,485−2.3% | Reduced |
| Charles Schwab Investment Management Inc | 421,268 | $11.8M | 0.00% | −15,550−3.6% | Reduced |
| Wellington Management Group LLP | 640,362 | $17.9M | 0.00% | −69,567−9.8% | Reduced |
| American Century Companies Inc | 737,649 | $20.6M | 0.01% | −15,567−2.1% | Reduced |
| Northern Trust Corp | 759,203 | $21.2M | 0.00% | −31,844−4.0% | Reduced |
| Millennium Management LLC | 919,819 | $25.7M | 0.02% | +37,388+4.2% | Added |
| William Blair Investment Management, LLC | 1,068,582 | $29.9M | 0.08% | −86,451−7.5% | Reduced |
| Geode Capital Management, LLC | 1,096,509 | $30.7M | 0.00% | −44,501−3.9% | Reduced |
| King Luther Capital Management Corp | 1,283,086 | $35.9M | 0.16% | +2,660+0.2% | Added |
| North Reef Capital Management LP | 1,540,000 | $43.1M | 1.91% | +1,520,000+7,600.0% | Added |
| State Street Corp | 2,116,900 | $59.2M | 0.00% | +62,096+3.0% | Added |
| Dimensional Fund Advisors LP | 2,250,427 | $63.0M | 0.01% | +125,465+5.9% | Added |
| Vanguard Group Inc | 3,255,780 | $91.1M | 0.00% | −4,014−0.1% | Reduced |
| BlackRock, Inc. | 6,790,160 | $190.0M | 0.00% | −579,736−7.9% | Reduced |
| Richard Bernstein Advisors LLC | 0 | $0 | 0.00% | −114,177−100.0% | Sold out |
| Mendon Capital Advisors Corp | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| RMB Capital Management, LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −40,942−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −36,935−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −25,919−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −25,603−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −15,662−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −13,351−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −11,600−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −11,532−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −10,901−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −9,174−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −8,225−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −7,731−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −4,869−100.0% | Sold out |