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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, Q4 2025

Institutional positions in Stellar Bancorp, Inc. as of Dec 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
194
+3 vs. Q3 2025
Shares held
31.7M
+107.0K (+0.3%) vs. Q3 2025
Total value
$980.6M
+$22.4M (+2.3%) vs. Q3 2025
New holders
22
62 more added
Sold out
19
71 more reduced

Compare with Q3 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 holdersQ4 2025: 194 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 heldQ4 2025: $980.6M
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, Q4 2025

Shares, value and share of portfolio for each institution holding Stellar Bancorp, Inc.; share changes are against Q3 2025.

Institutions holding STEL in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Covestor Ltd3$00.00%00.0%Unchanged
Gilpin Wealth Management, LLC2$620.00%+2New
Basecamp Wealth Advisors LLC2$620.00%+2New
DecisionPoint Financial, LLC7$2170.00%00.0%Unchanged
CIBC Private Wealth Group, LLC10$3090.00%+10New
Torren Management, LLC14$4330.00%+14New
Financial Consulate, Inc16$4960.00%00.0%Unchanged
Parkside Financial Bank & Trust20$6200.00%00.0%Unchanged
Farmers & Merchants Investments Inc31$9590.00%00.0%Unchanged
Quarry LP39$1.21K0.00%−479−92.5%Reduced
SRS Capital Advisors, Inc.62$1.92K0.00%−1,391−95.7%Reduced
Larson Financial Group LLC67$2.07K0.00%00.0%Unchanged
Rothschild Investment LLC81$2.51K0.00%+16+24.6%Added
IFP Advisors, Inc86$2.66K0.00%+36+72.0%Added
Farther Finance Advisors, LLC88$2.72K0.00%+71+417.6%Added
Hantz Financial Services, Inc.111$3.00K0.00%+43+63.2%Added
Allworth Financial LP116$3.59K0.00%−15−11.5%Reduced
Bare Financial Services, Inc116$3.59K0.00%+33+39.8%Added
Los Angeles Capital Management LLC125$3.69K0.00%+125New
Essential Partners LLC133$4.12K0.00%+26+24.3%Added
Sound Income Strategies, LLC130$4.22K0.00%+130New
True Wealth Design, LLC146$4.52K0.00%+1+0.7%Added
US Bancorp151$4.67K0.00%+49+48.0%Added
Umb Bank N A162$5.01K0.00%+13+8.7%Added
Fifth Third Bancorp192$5.94K0.00%+17+9.7%Added
Lummis Asset Management, LP200$6.19K0.00%00.0%Unchanged
Eurizon Capital SGR S.p.A.250$7.74K0.00%+250New
Harbor Capital Advisors, Inc.263$8.00K0.00%−5−1.9%Reduced
Signaturefd, LLC319$9.87K0.00%+30+10.4%Added
Salomon & Ludwin, LLC340$10.7K0.00%+262+335.9%Added
Chilton Capital Management LLC475$14.7K0.00%−700−59.6%Reduced
Smartleaf Asset Management LLC576$17.7K0.00%00.0%Unchanged
Parallel Advisors, LLC627$19.4K0.00%00.0%Unchanged
Pinnacle Wealth Planning Services, Inc.740$22.9K0.00%+740New
EverSource Wealth Advisors, LLC759$23.5K0.00%−17−2.2%Reduced
MAI Capital Management1,031$31.9K0.00%+31+3.1%Added
GAMMA Investing LLC1,678$51.9K0.00%+113+7.2%Added
KBC Group NV1,982$61.0K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.2,226$68.9K0.00%−3−0.1%Reduced
Sterling Capital Management LLC2,712$83.9K0.00%−546−16.8%Reduced
Tower Research Capital LLC (TRC)2,847$88.1K0.00%+298+11.7%Added
The PNC Financial Services Group, Inc.2,956$91.5K0.00%−15−0.5%Reduced
Plante Moran Financial Advisors, LLC2,970$91.9K0.01%00.0%Unchanged
CWM, LLC3,392$105.0K0.00%+58+1.7%Added
Ameritas Investment Partners, Inc.3,931$121.6K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC4,110$127.2K0.00%−122−2.9%Reduced
Quest Partners LLC4,372$135.3K0.01%+21+0.5%Added
Jones Financial Companies LLLP4,457$137.9K0.00%−134−2.9%Reduced
FMR LLC6,185$191.4K0.00%+384+6.6%Added
Maryland State Retirement & Pension System6,675$206.5K0.00%00.0%Unchanged
Sunbelt Securities, Inc.6,808$210.6K0.01%00.0%Unchanged
Victory Capital Management Inc6,910$213.8K0.00%−341−4.7%Reduced
DRW Securities, LLC7,096$219.6K0.02%+7,096New
Tudor Investment Corp Et Al7,428$229.8K0.00%+7,428New
Harrell Investment Partners, LLC7,440$230.2K0.05%−500−6.3%Reduced
Quadrant Capital Group LLC7,533$233.1K0.01%00.0%Unchanged
Rahlfs Capital, LLC7,581$234.6K0.18%00.0%Unchanged
Waters Parkerson & Co., LLC8,000$247.5K0.01%00.0%Unchanged
Handelsbanken Fonder AB8,400$260.0K0.00%00.0%Unchanged
Man Group plc8,484$262.5K0.00%+8,484New
Voya Investment Management LLC8,750$270.7K0.00%−62−0.7%Reduced
ProShare Advisors LLC9,139$282.8K0.00%+289+3.3%Added
Foundations Investment Advisors, LLC9,208$284.9K0.00%00.0%Unchanged
Campbell & CO Investment Adviser LLC9,750$301.7K0.01%+9,750New
Pictet Asset Management Holding SA9,778$302.5K0.00%00.0%Unchanged
New York State Teachers Retirement System9,807$303.0K0.00%00.0%Unchanged
Y-Intercept (Hong Kong) Ltd9,927$307.1K0.01%+9,927New
Comerica Bank9,932$307.3K0.00%−2,648−21.0%Reduced
Public Employees Retirement Association of Colorado10,257$317.0K0.00%00.0%Unchanged
KLP Kapitalforvaltning AS10,387$321.4K0.00%+600+6.1%Added
Oregon Public Employees Retirement Fund10,527$325.7K0.00%+100+1.0%Added
Cerity Partners LLC10,610$328.3K0.00%+3,766+55.0%Added
Patron Partners Advisors, LLC10,658$329.8K0.15%00.0%Unchanged
Commonwealth of Pennsylvania Public School Empls Retrmt Sys11,405$352.9K0.00%−365−3.1%Reduced
Teachers Retirement System of the State of Kentucky11,630$360.0K0.00%−1,437−11.0%Reduced
Ieq Capital, LLC11,686$361.6K0.00%+1,019+9.6%Added
State of Tennessee, Treasury Department10,258$381.0K0.00%−810−7.3%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC12,333$381.6K0.01%00.0%Unchanged
Crestmont Private Wealth LLC12,729$393.8K0.13%00.0%Unchanged
Yousif Capital Management, LLC12,376$394.4K0.00%−1,892−13.3%Reduced
Police & Firemen's Retirement System of New Jersey13,043$403.6K0.00%−16−0.1%Reduced
LPL Financial LLC13,180$407.8K0.00%+18+0.1%Added
Amalgamated Bank13,420$415.0K0.00%−167−1.2%Reduced
SG Americas Securities, LLC13,436$416.0K0.00%−727−5.1%Reduced
Arizona State Retirement System13,617$421.3K0.00%−853−5.9%Reduced
State Board of Administration of Florida Retirement System13,904$430.2K0.00%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)14,203$439.4K0.00%+2,522+21.6%Added
Versant Capital Management, Inc14,446$447.0K0.06%00.0%Unchanged
Colony Group, LLC14,930$462.0K0.00%+538+3.7%Added
New York State Common Retirement Fund15,101$467.2K0.00%+1,700+12.7%Added
CI Private Wealth, LLC15,134$468.2K0.00%−61−0.4%Reduced
Precedent Wealth Partners, LLC15,338$474.6K0.10%−662−4.1%Reduced
Sheets Smith Wealth Management16,085$497.7K0.05%+14+0.1%Added
EJF Capital LLC16,606$513.8K0.29%−958−5.5%Reduced
Linscomb & Williams, Inc.16,712$517.1K0.02%−6,000−26.4%Reduced
Intech Investment Management LLC17,383$537.8K0.00%−2,013−10.4%Reduced
MQS Management LLC18,432$570.3K0.34%+6,069+49.1%Added
U.S. Capital Wealth Advisors, LLC18,704$578.7K0.02%−600−3.1%Reduced
Janus Henderson Group PLC19,495$604.1K0.00%00.0%Unchanged
Commonwealth Equity Services, LLC19,634$607.5K0.00%+11+0.1%Added