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, Q1 2026
Institutional positions in Stellar Bancorp, Inc. as of Mar 31, 2026. 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
- 229
- +39 vs. Q4 2025
- Shares held
- 33.3M
- +4.89M (+17.2%) vs. Q4 2025
- Total value
- $1.22B
- +$339.3M (+38.6%) vs. Q4 2025
- New holders
- 59
- 69 more added
- Sold out
- 20
- 62 more reduced
4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Stellar Bancorp, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 7 | $0 | 0.00% | +4+133.3% | Added |
| DecisionPoint Financial, LLC | 7 | $257 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 7 | $257 | 0.00% | +5+250.0% | Added |
| Cedar Mountain Advisors, LLC | 8 | $293 | 0.00% | +8 | New |
| Caitong International Asset Management Co., Ltd | 8 | $293 | 0.00% | +8 | New |
| Torren Management, LLC | 14 | $513 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 16 | $586 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 18 | $659 | 0.00% | +18 | New |
| Optiver Holding B.V. | 20 | $732 | 0.00% | +20 | New |
| Parkside Financial Bank & Trust | 20 | $733 | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 25 | $915 | 0.00% | +23+1,150.0% | Added |
| Farmers & Merchants Investments Inc | 28 | $1.02K | 0.00% | −3−9.7% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 42 | $1.54K | 0.00% | +42 | New |
| Rockefeller Capital Management L.P. | 56 | $2.05K | 0.00% | −22,304−99.7% | Reduced |
| MAI Capital Management | 64 | $2.34K | 0.00% | −967−93.8% | Reduced |
| Larson Financial Group LLC | 67 | $2.45K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 71 | $2.60K | 0.00% | −2,155−96.8% | Reduced |
| Keating Financial Advisory Services, Inc. | 76 | $2.78K | 0.00% | +76 | New |
| Root Financial Partners, LLC | 80 | $2.93K | 0.00% | +80 | New |
| IFP Advisors, Inc | 88 | $3.22K | 0.00% | +2+2.3% | Added |
| Public Employees Retirement System of Ohio | 90 | $3.29K | 0.00% | +90 | New |
| Rothschild Investment LLC | 108 | $3.95K | 0.00% | +27+33.3% | Added |
| Los Angeles Capital Management LLC | 125 | $4.58K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 130 | $4.76K | 0.00% | +14+12.1% | Added |
| Sound Income Strategies, LLC | 130 | $4.78K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 135 | $4.94K | 0.00% | +2+1.5% | Added |
| True Wealth Design, LLC | 149 | $5.46K | 0.00% | +3+2.1% | Added |
| Umb Bank N A | 165 | $6.04K | 0.00% | +3+1.9% | Added |
| Farther Finance Advisors, LLC | 165 | $6.07K | 0.00% | +77+87.5% | Added |
| Hantz Financial Services, Inc. | 193 | $7.00K | 0.00% | +82+73.9% | Added |
| US Bancorp | 199 | $7.29K | 0.00% | +48+31.8% | Added |
| Lummis Asset Management, LP | 200 | $7.32K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 230 | $8.42K | 0.00% | +114+98.3% | Added |
| Smartleaf Asset Management LLC | 253 | $9.11K | 0.00% | −323−56.1% | Reduced |
| Signaturefd, LLC | 468 | $17.1K | 0.00% | +149+46.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 536 | $19.6K | 0.00% | +536 | New |
| Harbor Capital Advisors, Inc. | 641 | $23.0K | 0.00% | +378+143.7% | Added |
| Salomon & Ludwin, LLC | 700 | $25.6K | 0.00% | +360+105.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 774 | $28.3K | 0.00% | +34+4.6% | Added |
| EverSource Wealth Advisors, LLC | 805 | $29.5K | 0.00% | +46+6.1% | Added |
| Sterling Capital Management LLC | 1,537 | $56.3K | 0.00% | −1,175−43.3% | Reduced |
| GAMMA Investing LLC | 1,737 | $63.6K | 0.00% | +59+3.5% | Added |
| Parallel Advisors, LLC | 1,894 | $69.3K | 0.00% | +1,267+202.1% | Added |
| KBC Group NV | 1,982 | $73.0K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 2,079 | $76.1K | 0.02% | +2,079 | New |
| The PNC Financial Services Group, Inc. | 2,947 | $107.9K | 0.00% | −9−0.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 2,970 | $108.7K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,931 | $143.9K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 4,072 | $145.9K | 0.00% | −385−8.6% | Reduced |
| Nisa Investment Advisors, LLC | 4,118 | $150.8K | 0.00% | +8+0.2% | Added |
| CWM, LLC | 4,467 | $163.5K | 0.00% | +1,075+31.7% | Added |
| Tower Research Capital LLC (TRC) | 4,707 | $172.3K | 0.00% | +1,860+65.3% | Added |
| Mather Group, LLC. | 4,960 | $181.6K | 0.00% | +4,960 | New |
| Russell Investments Group, Ltd. | 5,003 | $183.2K | 0.00% | −18,065−78.3% | Reduced |
| Janney Montgomery Scott LLC | 5,524 | $202.0K | 0.00% | +5,524 | New |
| JustInvest LLC | 6,009 | $220.0K | 0.00% | +6,009 | New |
| Mariner, LLC | 6,020 | $220.3K | 0.00% | +6,020 | New |
| Cetera Investment Advisers | 6,092 | $223.0K | 0.00% | +6,092 | New |
| Murchinson Ltd. | 6,300 | $230.6K | 0.09% | +6,300 | New |
| Teacher Retirement System of Texas | 6,322 | $231.4K | 0.00% | +6,322 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,333 | $231.9K | 0.01% | −6,000−48.6% | Reduced |
| Harrell Investment Partners, LLC | 6,440 | $235.8K | 0.06% | −1,000−13.4% | Reduced |
| Maryland State Retirement & Pension System | 6,675 | $244.4K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 6,808 | $249.2K | 0.02% | 00.0% | Unchanged |
| Academy Capital Management Inc | 7,033 | $257.5K | 0.04% | −27,687−79.7% | Reduced |
| SEI Investments Co | 7,522 | $275.4K | 0.00% | +7,522 | New |
| Rahlfs Capital, LLC | 7,581 | $277.5K | 0.20% | 00.0% | Unchanged |
| Victory Capital Management Inc | 7,630 | $279.3K | 0.00% | +720+10.4% | Added |
| Kintayl Capital LP | 7,756 | $283.9K | 0.17% | +7,756 | New |
| Quadrant Capital Group LLC | 8,181 | $299.5K | 0.01% | +648+8.6% | Added |
| Voya Investment Management LLC | 8,182 | $299.5K | 0.00% | −568−6.5% | Reduced |
| Cambria Investment Management, L.P. | 8,193 | $299.9K | 0.02% | +8,193 | New |
| Entropy Technologies, LP | 8,257 | $302.3K | 0.01% | +8,257 | New |
| New York State Teachers Retirement System | 8,272 | $303.0K | 0.00% | −1,535−15.7% | Reduced |
| Handelsbanken Fonder AB | 8,400 | $308.0K | 0.00% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 9,208 | $337.1K | 0.00% | 00.0% | Unchanged |
| Odyssean, LLC | 9,261 | $339.0K | 0.12% | +9,261 | New |
| Pictet Asset Management Holding SA | 9,778 | $358.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 9,842 | $360.3K | 0.00% | +9,650+5,026.0% | Added |
| Greenland Capital Management LP | 10,000 | $366.1K | 0.07% | +10,000 | New |
| Public Employees Retirement Association of Colorado | 10,257 | $376.0K | 0.00% | 00.0% | Unchanged |
| SummitTX Capital, L.P. | 10,341 | $378.6K | 0.01% | +10,341 | New |
| KLP Kapitalforvaltning AS | 10,387 | $380.3K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 10,427 | $381.7K | 0.01% | −100−0.9% | Reduced |
| Colony Group, LLC | 10,436 | $382.1K | 0.00% | −4,494−30.1% | Reduced |
| Patron Partners Advisors, LLC | 10,658 | $390.2K | 0.17% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 10,984 | $402.1K | 0.00% | −43,923−80.0% | Reduced |
| Intech Investment Management LLC | 11,148 | $408.1K | 0.00% | −6,235−35.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 11,297 | $413.6K | 0.00% | −108−0.9% | Reduced |
| Icon Wealth Advisors, LLC | 11,088 | $413.8K | 0.03% | −22,667−67.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 11,630 | $425.0K | 0.00% | 00.0% | Unchanged |
| Vanguard Investments Australia, Ltd. | 11,715 | $428.9K | 0.00% | +11,715 | New |
| Ieq Capital, LLC | 11,752 | $430.2K | 0.00% | +66+0.6% | Added |
| Yousif Capital Management, LLC | 12,172 | $445.6K | 0.01% | −204−1.6% | Reduced |
| Manufacturers Life Insurance Company, The | 12,425 | $454.9K | 0.00% | −9,446−43.2% | Reduced |
| DRW Securities, LLC | 12,723 | $465.8K | 0.03% | +5,627+79.3% | Added |
| Crestmont Private Wealth LLC | 12,729 | $466.0K | 0.15% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 13,043 | $477.5K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 13,064 | $478.0K | 0.00% | −372−2.8% | Reduced |
| LPL Financial LLC | 13,180 | $482.5K | 0.00% | 00.0% | Unchanged |