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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, Q3 2025

Institutional positions in Stellar Bancorp, Inc. as of Sep 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
191
+8 vs. Q2 2025
Shares held
31.6M
+425.9K (+1.4%) vs. Q2 2025
Total value
$958.2M
+$93.1M (+10.8%) vs. Q2 2025
New holders
20
65 more added
Sold out
12
65 more reduced

1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2025: 191 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 heldQ3 2025: $958.2M
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, Q3 2025

Shares, value and share of portfolio for each institution holding Stellar Bancorp, Inc.; share changes are against Q2 2025.

Institutions holding STEL in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
EJF Capital LLC17,564$532.9K0.31%+586+3.5%Added
U.S. Capital Wealth Advisors, LLC19,304$585.7K0.02%−4,801−19.9%Reduced
Intech Investment Management LLC19,396$588.5K0.01%−18,649−49.0%Reduced
Janus Henderson Group PLC19,495$591.8K0.00%00.0%Unchanged
Commonwealth Equity Services, LLC19,623$595.0K0.00%−24−0.1%Reduced
Argent Trust Co19,908$604.0K0.02%−2,000−9.1%Reduced
Cambridge Investment Research Advisors, Inc.20,035$608.0K0.00%00.0%Unchanged
Louisiana State Employees Retirement System21,200$643.2K0.01%−200−0.9%Reduced
Mirae Asset Global ETFs Holdings Ltd.21,725$659.1K0.00%−4,063−15.8%Reduced
STRS Ohio22,300$676.6K0.00%+3,000+15.5%Added
Rockefeller Capital Management L.P.22,502$682.7K0.00%−213−0.9%Reduced
Linscomb & Williams, Inc.22,712$689.1K0.03%00.0%Unchanged
Russell Investments Group, Ltd.23,205$704.0K0.00%−296−1.3%Reduced
Manufacturers Life Insurance Company, The23,266$705.9K0.00%−952−3.9%Reduced
Inscription Capital, LLC23,592$715.8K0.08%00.0%Unchanged
Crossmark Global Holdings, Inc.23,843$723.4K0.01%00.0%Unchanged
Illinois Municipal Retirement Fund23,852$723.7K0.01%−1,231−4.9%Reduced
Quantinno Capital Management LP23,978$727.5K0.00%+23,978New
State of Alaska, Department of Revenue25,418$770.0K0.01%−1,881−6.9%Reduced
SFMG, LLC27,150$823.7K0.06%−6,073−18.3%Reduced
WJ Interests, LLC27,511$834.7K0.34%+50.0%Added
MetLife Investment Management29,013$880.3K0.00%−197−0.7%Reduced
Hancock Whitney Corp30,236$917.4K0.02%+121+0.4%Added
Oxbow Advisors, LLC30,464$924.3K0.09%00.0%Unchanged
Thrivent Financial for Lutherans33,343$1.01M0.00%−343−1.0%Reduced
Icon Wealth Advisors, LLC33,755$1.02M0.07%00.0%Unchanged
Academy Capital Management Inc34,720$1.05M0.15%−2,221−6.0%Reduced
Integrated Wealth Concepts LLC34,823$1.06M0.01%+82+0.2%Added
Brandywine Global Investment Management, LLC34,893$1.06M0.01%−1,293−3.6%Reduced
Wells Fargo & Company36,252$1.10M0.00%+5,886+19.4%Added
Fca Corp40,390$1.23M0.34%−222−0.5%Reduced
Price T Rowe Associates Inc41,112$1.25M0.00%+901+2.2%Added
Deutsche Bank AG41,605$1.26M0.00%+6,676+19.1%Added
Jane Street Group, LLC43,530$1.32M0.00%−4,925−10.2%Reduced
Citigroup Inc45,980$1.40M0.00%−24,660−34.9%Reduced
McDaniel Terry & Co46,419$1.41M0.11%00.0%Unchanged
Prudential Financial Inc46,540$1.41M0.00%−1,440−3.0%Reduced
California State Teachers Retirement System46,774$1.42M0.00%+20.0%Added
Rafferty Asset Management, LLC49,363$1.50M0.00%+10,336+26.5%Added
Alliancebernstein L.P.51,455$1.56M0.00%00.0%Unchanged
Universal- Beteiligungs- und Servicegesellschaft mbH53,711$1.63M0.00%+2,897+5.7%Added
Creative Planning54,184$1.64M0.00%+15,925+41.6%Added
Teton Advisors, LLC55,500$1.68M1.04%+55,500New
Lighthouse Investment Partners, LLC64,117$1.95M0.07%+64,117New
Paragon Capital Management LLC65,848$2.00M0.96%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.65,848$2.00M0.20%00.0%Unchanged
Barclays PLC69,556$2.11M0.00%−35,796−34.0%Reduced
AQR Capital Management LLC70,113$2.13M0.00%+33,085+89.4%Added
First Trust Advisors LP75,168$2.28M0.00%+258+0.3%Added
UBS Asset Management Americas Inc76,222$2.31M0.00%−61,211−44.5%Reduced
JPMorgan Chase & Co78,154$2.37M0.00%+1,545+2.0%Added
Segment Wealth Management, LLC79,968$2.43M0.15%+300.0%Added
Swiss National Bank94,862$2.88M0.00%00.0%Unchanged
Two Sigma Investments, LP100,694$3.06M0.00%+100,694New
Nuveen, LLC105,531$3.20M0.00%00.0%Unchanged
Legal & General Group Plc123,597$3.75M0.00%−5,503−4.3%Reduced
Royce & Associates LP132,439$4.02M0.04%−4,783−3.5%Reduced
Rhumbline Advisers138,709$4.21M0.00%−4,984−3.5%Reduced
Carlton Hofferkamp & Jenks Wealth Management, LLC144,647$4.31M1.45%+190.0%Added
Truist Financial Corp147,108$4.46M0.01%−28,150−16.1%Reduced
Callahan Advisors, LLC162,733$4.94M0.42%+10.0%Added
ExodusPoint Capital Management, LP165,158$5.01M0.07%+22,779+16.0%Added
UBS Group AG169,203$5.13M0.00%+60,508+55.7%Added
Bank of America Corp170,574$5.18M0.00%+24,450+16.7%Added
FOCUS Wealth Advisors, LLC170,896$5.18M2.49%−24,992−12.8%Reduced
Ameriprise Financial Inc179,246$5.44M0.00%+4,245+2.4%Added
Public Sector Pension Investment Board180,246$5.47M0.02%+24,043+15.4%Added
Citadel Advisors LLC181,271$5.50M0.00%+134,637+288.7%Added
Empowered Funds, LLC197,606$6.00M0.06%+12,061+6.5%Added
Mercer Global Advisors Inc202,840$6.15M0.01%−471−0.2%Reduced
Principal Financial Group Inc223,199$6.77M0.00%−4,036−1.8%Reduced
HighTower Advisors, LLC279,101$8.47M0.01%−7,070−2.5%Reduced
Goldman Sachs Group Inc292,170$8.86M0.00%+28,238+10.7%Added
Cooper Financial Group310,293$9.41M1.04%00.0%Unchanged
Invesco Ltd.321,305$9.75M0.00%+49,986+18.4%Added
Morgan Stanley328,057$9.95M0.00%−65,369−16.6%Reduced
Wellington Management Group LLP380,576$11.5M0.00%−259,786−40.6%Reduced
Bridgeway Capital Management, LLC405,746$12.3M0.26%+12,061+3.1%Added
Charles Schwab Investment Management Inc429,693$13.0M0.00%+8,425+2.0%Added
Bank of New York Mellon Corp646,117$19.6M0.00%+244,482+60.9%Added
American Century Companies Inc734,139$22.3M0.01%−3,510−0.5%Reduced
Northern Trust Corp760,311$23.1M0.00%+1,108+0.1%Added
Geode Capital Management, LLC1,109,028$33.7M0.00%+12,519+1.1%Added
William Blair Investment Management, LLC1,154,945$35.0M0.09%+86,363+8.1%Added
Millennium Management LLC1,237,830$37.6M0.03%+318,011+34.6%Added
King Luther Capital Management Corp1,283,086$38.9M0.16%00.0%Unchanged
North Reef Capital Management LP1,829,937$55.5M2.60%+289,937+18.8%Added
State Street Corp2,190,828$66.5M0.00%+73,928+3.5%Added
Dimensional Fund Advisors LP2,298,419$69.7M0.01%+47,992+2.1%Added
Vanguard Group Inc3,257,078$98.8M0.00%+1,2980.0%Added
BlackRock, Inc.6,708,303$203.5M0.00%−81,857−1.2%Reduced
Great Lakes Advisors, LLC0$00.00%−91,193−100.0%Sold out
Steward Partners Investment Advisory, LLC0$00.00%−64,748−100.0%Sold out
XTX Topco Ltd0$00.00%−17,594−100.0%Sold out
Verition Fund Management LLC0$00.00%−15,820−100.0%Sold out
Bank of Montreal0$00.00%−7,536−100.0%Sold out
Vident Advisory, LLC0$00.00%−7,214−100.0%Sold out
Ronald Blue Trust, Inc.0$00.00%−2,010−100.0%Sold out
Clear Street Markets LLC0$00.00%−1,608−100.0%Sold out
Twin Peaks Wealth Advisors, LLC0$00.00%−189−100.0%Sold out