Stellar BancorpSTEL

13F holders, Q2 2024 (June 30)
163holders −1
15new positions
18sold out
3famous investors
$22.99avg. 13F price*

At the end of Q2 2024, 163 institutions reported holding Stellar Bancorp Inc. (STEL) in their 13F filings, down 1 from Q1 2024. 15 opened new positions and 18 sold out. The largest holders were BlackRock Inc. ($173.5M), Vanguard Group Inc. ($72.4M) and State Street Corp. ($46.6M). 3 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
Stellar Bancorp Inc.
CUSIP
858927106
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 164Q1 2024Q2 2024: 163Q2 2024Q3 2024: 174Q3 2024Q4 2024: 180Q4 2024Q1 2025: 189Q1 2025Q2 2025: 183Q2 2025Q3 2025: 191Q3 2025Q4 2025: 194Q4 2025Q1 2026: 229Q1 2026Q2 2026: 213Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions15$3.7M
Exits18$6.1M

All 13F filers, Q1 2024 → Q2 2024: 1,460,624 shares bought and 968,632 shares sold, net +491,992 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 163 holders

BlackRock Inc. 0.00% Add +1.3% 7,554,796 $173.5M
Vanguard Group Inc. 0.00% Reduce -0.1% 3,154,269 $72.4M
State Street Corp. 0.00% Reduce -1.8% 2,029,615 $46.6M
Dimensional Fund Advisors LP 0.01% Add +12.6% 1,677,905 $38.5M
King Luther Capital Management Corp. 0.13% Add +0.2% 1,280,426 $29.4M
William Blair Investment Management, LLC 0.07% Reduce -0.2% 1,102,162 $25.3M
Geode Capital Management, LLC 0.00% Add +3.8% 1,095,468 $25.2M
Northern Trust Corp. 0.00% Reduce -8.7% 750,410 $17.2M
Kennedy Capital Management LLC 0.25% Reduce -6.1% 518,493 $11.9M
Wellington Management Group LLP 0.00% Add +7.0% 431,119 $9.9M
Bank of New York Mellon Corp 0.00% Add +3.5% 428,705 $9.8M
Charles Schwab Investment Management Inc. 0.00% Add +3.7% 414,871 $9.5M
Morgan Stanley 0.00% Add +5.3% 361,424 $8.3M
American Century Companies Inc. 0.00% Add +204.7% 322,059 $7.4M
HighTower Advisors, LLC 0.01% Add +0.1% 287,125 $6.6M
Goldman Sachs Group Inc. 0.00% Add +165.0% 280,384 $6.4M
Integrated Wealth Concepts LLC 0.08% No change 258,696 $5.9M
Stieven Capital Advisors, L.P. 1.30% Reduce -29.0% 255,243 $5.9M
FJ Capital Management LLC 0.59% No change 246,560 $5.7M
Principal Financial Group Inc. 0.00% Reduce -4.5% 232,752 $5.3M
Ameriprise Financial Inc. 0.00% Reduce -11.3% 221,345 $5.1M
Millennium Management 0.00% Reduce -3.6% 206,707 $4.7M
Mercer Global Advisors Inc. 0.01% Add +0.0% 201,596 $4.6M
Truist Financial Corp. 0.01% Reduce -1.1% 196,008 $4.5M
FOCUS Wealth Advisors, LLC 2.31% No change 195,888 $4.5M
Carlton Hofferkamp & Jenks Wealth Management, LLC 1.73% Reduce -26.7% 161,012 $4.4M
Elizabeth Park Capital Advisors, Ltd. 3.70% Add +55.2% 186,217 $4.3M
Callahan Advisors, LLC 0.42% Reduce -0.3% 176,554 $4.1M
Basswood Capital Management, L.L.C. 0.26% Reduce -0.3% 176,066 $4.0M
Great Lakes Advisors, LLC 0.03% Add +4.5% 168,914 $3.9M
NewEdge Advisors, LLC 0.03% Add +0.0% 163,119 $3.7M
Balyasny Asset Management L.P. 0.01% Add +292.5% 162,655 $3.7M
Bridgeway Capital Management, LLC 0.08% Add +87.2% 157,112 $3.6M
Invesco Ltd. 0.00% Add +9.9% 151,166 $3.5M
Rhumbline Advisers 0.00% Add +1.2% 151,034 $3.5M
Royce & Associates LP 0.03% No change 142,222 $3.3M
Empowered Funds, LLC 0.05% Add +57.4% 132,112 $3.0M
Nuveen Asset Management, LLC 0.00% Add +2.4% 131,530 $3.0M
Legal & General Group Plc 0.00% Reduce -1.1% 128,210 $2.9M
Alliancebernstein L.P. 0.00% Add +3.8% 123,213 $2.8M
Richard Bernstein Advisors LLC 0.06% Add +0.0% 118,669 $2.7M
Public Sector Pension Investment Board 0.02% Add +6.6% 103,718 $2.4M
Crestmont Private Wealth LLC 1.11% Reduce -5.0% 100,107 $2.3M
First Trust Advisors LP 0.00% Reduce -15.5% 95,872 $2.2M
Swiss National Bank 0.00% No change 89,262 $2.0M
Segment Wealth Management, LLC 0.14% Add +0.1% 79,810 $1.8M
Mendon Capital Advisors Corp. 1.07% Reduce -25.0% 75,000 $1.7M
Curi Capital, LLC 0.04% Reduce -25.0% 75,000 $1.7M
Bank of America Corp. 0.00% Reduce -5.3% 71,440 $1.6M
Prudential Financial Inc. 0.00% Add +5.3% 68,316 $1.6M
Teton Advisors, Inc. 0.63% Reduce -0.8% 63,500 $1.5M
Royal Bank of Canada 0.00% Reduce -32.8% 63,451 $1.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +46.6% 62,718 $1.4M
Citigroup Inc. 0.00% Add +4.2% 61,156 $1.4M
Argent Trust Co 0.06% Reduce -5.0% 59,174 $1.4M
Rafferty Asset Management, LLC 0.00% Add +32.2% 49,256 $1.1M
JPMorgan Chase & Co. 0.00% Reduce -63.4% 47,088 $1.1M
Jane Street Group, LLC 0.00% Add +278.3% 44,879 $1.0M
California State Teachers Retirement System 0.00% Reduce -2.6% 44,459 $1.0M
Thrivent Financial for Lutherans 0.00% Reduce -54.9% 42,604 $978K
Fca Corp. 0.30% Add +2.5% 40,723 $935K
Credit Agricole S A 0.01% New 39,600 $909K
Inscription Capital, LLC 0.15% Add +3.6% 39,486 $907K
Barclays PLC 0.00% Reduce -42.3% 38,301 $879K
Academy Capital Management 0.16% No change 37,571 $863K
Sei Investments Co. 0.00% Reduce -3.0% 37,096 $852K
Susquehanna Portfolio Strategies, LLC 0.03% No change 33,506 $769K
Sfmg, LLC 0.07% No change 32,711 $751K
UBS Group AG 0.00% Reduce -27.6% 31,198 $716K
Russell Investments Group, Ltd. 0.00% Add +267.9% 31,122 $715K
Beacon Pointe Advisors, LLC 0.01% Reduce -15.8% 30,197 $693K
Corebridge Financial, Inc. 0.00% — 28,414 $652K
Oxbow Advisors, LLC 0.08% No change 28,368 $651K
MetLife Investment Management, LLC 0.00% Add +10.9% 27,806 $638K
State of Alaska, Department of Revenue 0.01% Reduce -3.1% 27,680 $635K
Illinois Municipal Retirement Fund 0.01% Reduce -1.6% 26,099 $599K
Manufacturers Life Insurance Company, The 0.00% Add +5.2% 26,077 $599K
Crossmark Global Holdings, Inc. 0.01% Reduce -0.1% 24,935 $573K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% — 24,405 $560K
Louisiana State Employees Retirement System 0.01% Add +2.2% 23,700 $544K
Commonwealth Equity Services, LLC 0.00% Reduce -26.6% 23,024 $529K
Linscomb Wealth, Inc. 0.03% No change 22,712 $521K
State of Tennessee, Department of Treasury 0.00% No change 21,893 $503K
Wells Fargo & Company 0.00% Add +27.6% 21,859 $502K
Avior Wealth Management, LLC 0.02% Add +41.8% 20,333 $467K
Fayez Sarofim & Co 0.00% No change 20,263 $465K
Susquehanna International Group, LLP 0.00% Add +82.2% 20,197 $464K
New York State Common Retirement Fund 0.00% Add +2.1% 19,801 $455K
Citadel Advisors 0.00% New 19,712 $453K
Janus Henderson Group PLC 0.00% Reduce -1.3% 19,495 $448K
Yousif Capital Management, LLC 0.00% Reduce -10.7% 18,916 $434K
Deutsche Bank AG 0.00% Reduce -12.4% 18,894 $434K
EJF Capital LP 0.31% Reduce -10.4% 18,238 $419K
Voya Investment Management LLC 0.00% Add +2.6% 17,484 $401K
Comerica Bank 0.00% Reduce -11.3% 17,185 $395K
Avidian Wealth Enterprises, LLC 0.02% No change 16,517 $379K
Maryland State Retirement & Pension System 0.01% Reduce -3.5% 16,438 $377K
Precedent Wealth Partners, LLC 0.15% No change 16,000 $367K
Creative Planning 0.00% New 15,783 $362K
Icon Wealth Advisors, LLC 0.03% Reduce -16.2% 13,215 $362K

"% of holder's portfolio" is STEL's weight in each manager's 13F, not the share of Stellar Bancorp Inc. the manager owns.

Show all 163 holders