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.
| 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, Q4 2025
Shares, value and share of portfolio for each institution holding Stellar Bancorp, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Americana Partners, LLC | 19,763 | $611.5K | 0.02% | +19,763 | New |
| Argent Trust Co | 19,908 | $616.0K | 0.02% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 20,035 | $620.0K | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 21,100 | $652.8K | 0.01% | −100−0.5% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 21,831 | $675.5K | 0.00% | +106+0.5% | Added |
| Manufacturers Life Insurance Company, The | 21,871 | $676.7K | 0.00% | −1,395−6.0% | Reduced |
| STRS Ohio | 22,300 | $690.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 22,360 | $691.8K | 0.00% | −142−0.6% | Reduced |
| Russell Investments Group, Ltd. | 23,068 | $713.7K | 0.00% | −137−0.6% | Reduced |
| Crossmark Global Holdings, Inc. | 23,842 | $737.7K | 0.01% | −10.0% | Reduced |
| XTX Topco Ltd | 23,861 | $738.3K | 0.02% | +23,861 | New |
| Two Sigma Investments, LP | 24,628 | $762.0K | 0.00% | −76,066−75.5% | Reduced |
| Illinois Municipal Retirement Fund | 24,832 | $768.3K | 0.01% | +980+4.1% | Added |
| SFMG, LLC | 25,153 | $778.2K | 0.05% | −1,997−7.4% | Reduced |
| State of Alaska, Department of Revenue | 25,611 | $791.0K | 0.01% | +193+0.8% | Added |
| MetLife Investment Management | 26,572 | $822.1K | 0.00% | −2,441−8.4% | Reduced |
| Quantinno Capital Management LP | 27,575 | $853.2K | 0.00% | +3,597+15.0% | Added |
| Oxbow Advisors, LLC | 28,368 | $877.7K | 0.08% | −2,096−6.9% | Reduced |
| ExodusPoint Capital Management, LP | 29,681 | $918.3K | 0.01% | −135,477−82.0% | Reduced |
| Inscription Capital, LLC | 29,752 | $920.5K | 0.09% | +6,160+26.1% | Added |
| Hancock Whitney Corp | 30,529 | $944.6K | 0.02% | +293+1.0% | Added |
| Rafferty Asset Management, LLC | 31,220 | $965.9K | 0.00% | −18,143−36.8% | Reduced |
| Thrivent Financial for Lutherans | 31,655 | $979.0K | 0.00% | −1,688−5.1% | Reduced |
| Franklin Resources Inc | 31,736 | $981.9K | 0.00% | +31,736 | New |
| Qube Research & Technologies Ltd | 32,305 | $999.5K | 0.00% | +32,305 | New |
| Icon Wealth Advisors, LLC | 33,755 | $1.04M | 0.07% | 00.0% | Unchanged |
| Brandywine Global Investment Management, LLC | 33,871 | $1.05M | 0.01% | −1,022−2.9% | Reduced |
| Integrated Wealth Concepts LLC | 34,631 | $1.07M | 0.01% | −192−0.6% | Reduced |
| Academy Capital Management Inc | 34,720 | $1.07M | 0.14% | 00.0% | Unchanged |
| Fca Corp | 38,120 | $1.18M | 0.33% | −2,270−5.6% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 38,580 | $1.19M | 0.07% | +38,580 | New |
| Credit Agricole S A | 39,600 | $1.23M | 0.00% | +39,600 | New |
| Prudential Financial Inc | 43,356 | $1.34M | 0.00% | −3,184−6.8% | Reduced |
| Deutsche Bank AG | 44,093 | $1.36M | 0.00% | +2,488+6.0% | Added |
| Price T Rowe Associates Inc | 44,867 | $1.39M | 0.00% | +3,755+9.1% | Added |
| California State Teachers Retirement System | 44,899 | $1.39M | 0.00% | −1,875−4.0% | Reduced |
| Clear Trail Advisors, LLC | 46,368 | $1.43M | 0.33% | +46,368 | New |
| McDaniel Terry & Co | 46,419 | $1.44M | 0.13% | 00.0% | Unchanged |
| Teton Advisors, LLC | 51,500 | $1.59M | 1.11% | −4,000−7.2% | Reduced |
| Wells Fargo & Company | 53,938 | $1.67M | 0.00% | +17,686+48.8% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 54,907 | $1.70M | 0.00% | +1,196+2.2% | Added |
| Creative Planning | 60,243 | $1.86M | 0.00% | +6,059+11.2% | Added |
| Alliancebernstein L.P. | 60,375 | $1.87M | 0.00% | +8,920+17.3% | Added |
| Lighthouse Investment Partners, LLC | 64,117 | $1.98M | 0.07% | 00.0% | Unchanged |
| Paragon Capital Management LLC | 65,848 | $2.04M | 1.03% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 65,848 | $2.04M | 0.20% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 69,805 | $2.16M | 0.00% | +55,831+399.5% | Added |
| Trexquant Investment LP | 72,828 | $2.25M | 0.02% | +72,828 | New |
| Jane Street Group, LLC | 75,405 | $2.33M | 0.00% | +31,875+73.2% | Added |
| AQR Capital Management LLC | 77,985 | $2.41M | 0.00% | +7,872+11.2% | Added |
| First Trust Advisors LP | 78,979 | $2.44M | 0.00% | +3,811+5.1% | Added |
| Citigroup Inc | 79,957 | $2.47M | 0.00% | +33,977+73.9% | Added |
| Segment Wealth Management, LLC | 83,079 | $2.57M | 0.15% | +3,111+3.9% | Added |
| UBS Asset Management Americas Inc | 84,272 | $2.61M | 0.00% | +8,050+10.6% | Added |
| Barclays PLC | 84,273 | $2.61M | 0.00% | +14,717+21.2% | Added |
| Citadel Advisors LLC | 95,834 | $2.97M | 0.00% | −85,437−47.1% | Reduced |
| Swiss National Bank | 96,262 | $2.98M | 0.00% | +1,400+1.5% | Added |
| JPMorgan Chase & Co | 97,276 | $3.01M | 0.00% | +19,122+24.5% | Added |
| Bessemer Group Inc | 98,609 | $3.05M | 0.00% | +98,430+54,988.8% | Added |
| Nuveen, LLC | 100,821 | $3.12M | 0.00% | −4,710−4.5% | Reduced |
| Legal & General Group Plc | 115,749 | $3.58M | 0.00% | −7,848−6.3% | Reduced |
| Royce & Associates LP | 120,797 | $3.74M | 0.04% | −11,642−8.8% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 121,456 | $3.76M | 1.26% | −23,191−16.0% | Reduced |
| Jain Global LLC | 122,919 | $3.80M | 0.04% | +122,919 | New |
| Ameriprise Financial Inc | 125,634 | $3.89M | 0.00% | −53,612−29.9% | Reduced |
| Rhumbline Advisers | 128,529 | $3.98M | 0.00% | −10,180−7.3% | Reduced |
| Bank of America Corp | 143,531 | $4.44M | 0.00% | −27,043−15.9% | Reduced |
| Truist Financial Corp | 147,108 | $4.55M | 0.01% | 00.0% | Unchanged |
| FOCUS Wealth Advisors, LLC | 151,926 | $4.70M | 2.19% | −18,970−11.1% | Reduced |
| Public Sector Pension Investment Board | 159,467 | $4.93M | 0.02% | −20,779−11.5% | Reduced |
| Callahan Advisors, LLC | 162,234 | $5.02M | 0.41% | −499−0.3% | Reduced |
| UBS Group AG | 172,890 | $5.35M | 0.00% | +3,687+2.2% | Added |
| Mercer Global Advisors Inc | 203,687 | $6.30M | 0.01% | +847+0.4% | Added |
| Principal Financial Group Inc | 219,605 | $6.79M | 0.00% | −3,594−1.6% | Reduced |
| HighTower Advisors, LLC | 278,330 | $8.61M | 0.01% | −771−0.3% | Reduced |
| Invesco Ltd. | 296,470 | $9.17M | 0.00% | −24,835−7.7% | Reduced |
| Royal Bank of Canada | 312,474 | $9.67M | 0.00% | +311,148+23,465.2% | Added |
| Wellington Management Group LLP | 358,521 | $11.1M | 0.00% | −22,055−5.8% | Reduced |
| Morgan Stanley | 374,982 | $11.6M | 0.00% | +46,925+14.3% | Added |
| Bridgeway Capital Management, LLC | 396,489 | $12.3M | 0.26% | −9,257−2.3% | Reduced |
| Charles Schwab Investment Management Inc | 427,774 | $13.2M | 0.00% | −1,919−0.4% | Reduced |
| Goldman Sachs Group Inc | 429,115 | $13.3M | 0.00% | +136,945+46.9% | Added |
| William Blair Investment Management, LLC | 514,630 | $15.9M | 0.04% | −640,315−55.4% | Reduced |
| Bank of New York Mellon Corp | 560,495 | $17.3M | 0.00% | −85,622−13.3% | Reduced |
| American Century Companies Inc | 617,207 | $19.1M | 0.01% | −116,932−15.9% | Reduced |
| Northern Trust Corp | 732,101 | $22.7M | 0.00% | −28,210−3.7% | Reduced |
| Geode Capital Management, LLC | 1,102,956 | $34.1M | 0.00% | −6,072−0.5% | Reduced |
| Millennium Management LLC | 1,112,352 | $34.4M | 0.02% | −125,478−10.1% | Reduced |
| King Luther Capital Management Corp | 1,283,086 | $39.7M | 0.16% | 00.0% | Unchanged |
| State Street Corp | 2,073,372 | $64.2M | 0.00% | −117,456−5.4% | Reduced |
| Dimensional Fund Advisors LP | 2,345,083 | $72.6M | 0.02% | +46,664+2.0% | Added |
| North Reef Capital Management LP | 2,875,245 | $89.0M | 3.58% | +1,045,308+57.1% | Added |
| Vanguard Group Inc | 3,275,827 | $101.4M | 0.00% | +18,749+0.6% | Added |
| BlackRock, Inc. | 6,737,575 | $208.5M | 0.00% | +29,272+0.4% | Added |
| Cooper Financial Group | 0 | $0 | 0.00% | −310,293−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −197,606−100.0% | Sold out |
| WJ Interests, LLC | 0 | $0 | 0.00% | −27,511−100.0% | Sold out |
| Avidian Wealth Solutions, LLC | 0 | $0 | 0.00% | −16,552−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −15,236−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −12,038−100.0% | Sold out |