Stellar BancorpSTEL

13F holders, Q3 2024 (September 30)
174holders +11
23new positions
12sold out
3famous investors
$25.89avg. 13F price*

At the end of Q3 2024, 174 institutions reported holding Stellar Bancorp Inc. (STEL) in their 13F filings, up 11 from Q2 2024. 23 opened new positions and 12 sold out. The largest holders were BlackRock, Inc. ($195.2M), Vanguard Group Inc. ($85.8M) and State Street Corp. ($52.6M). 3 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions23$10.2M
Exits12$13.1M

All 13F filers, Q2 2024 → Q3 2024: 2,074,235 shares bought and 1,645,239 shares sold, net +428,996 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 174 holders

BlackRock, Inc. 0.00% — 7,539,920 $195.2M
Vanguard Group Inc. 0.00% Add +5.1% 3,315,475 $85.8M
State Street Corp. 0.00% Add +0.2% 2,033,138 $52.6M
Dimensional Fund Advisors LP 0.01% Add +11.7% 1,874,284 $48.5M
King Luther Capital Management Corp. 0.14% No change 1,280,426 $33.2M
Geode Capital Management, LLC 0.00% Add +1.9% 1,116,129 $28.9M
William Blair Investment Management, LLC 0.07% Reduce -2.9% 1,069,972 $27.7M
Northern Trust Corp. 0.00% Add +0.5% 754,291 $19.5M
Wellington Management Group LLP 0.00% Add +59.3% 686,745 $17.8M
Morgan Stanley 0.00% Add +43.8% 519,601 $13.5M
American Century Companies Inc. 0.01% Add +59.7% 514,377 $13.3M
Charles Schwab Investment Management Inc. 0.00% Add +3.5% 429,364 $11.1M
Bank of New York Mellon Corp 0.00% Reduce -6.1% 402,724 $10.4M
Goldman Sachs Group Inc. 0.00% Add +24.0% 347,678 $9.0M
HighTower Advisors, LLC 0.01% Reduce -0.0% 287,108 $7.4M
Millennium Management 0.01% Add +37.4% 283,954 $7.4M
Bridgeway Capital Management, LLC 0.14% Add +54.8% 243,280 $6.3M
FOCUS Wealth Advisors, LLC 3.10% Add +22.7% 240,411 $6.2M
Principal Financial Group Inc. 0.00% Reduce -3.4% 224,852 $5.8M
Ameriprise Financial Inc. 0.00% Reduce -9.5% 200,327 $5.2M
Mercer Global Advisors Inc. 0.01% Add +0.0% 201,600 $5.0M
Elizabeth Park Capital Advisors, Ltd. 3.89% No change 186,217 $4.8M
Truist Financial Corp. 0.01% Reduce -10.6% 175,258 $4.5M
Callahan Advisors, LLC 0.44% Reduce -1.2% 174,429 $4.5M
Balyasny Asset Management L.P. 0.01% Add +7.0% 173,982 $4.5M
Great Lakes Advisors, LLC 0.04% Reduce -0.9% 167,365 $4.3M
Carlton Hofferkamp & Jenks Wealth Management, LLC 1.64% Reduce -0.1% 160,892 $4.3M
Citadel Advisors 0.00% Add +682.7% 154,277 $4.0M
Rhumbline Advisers 0.00% Reduce -2.8% 146,811 $3.8M
Royce & Associates LP 0.03% No change 142,222 $3.7M
Empowered Funds, LLC 0.06% Add +5.3% 139,080 $3.6M
Invesco Ltd. 0.00% Reduce -9.8% 136,368 $3.5M
Nuveen Asset Management, LLC 0.00% Add +2.3% 134,496 $3.5M
NewEdge Advisors, LLC 0.02% Reduce -18.4% 133,117 $3.4M
Legal & General Group Plc 0.00% Reduce -0.3% 127,781 $3.3M
Richard Bernstein Advisors LLC 0.07% No change 118,669 $3.1M
Integrated Wealth Concepts LLC 0.04% Reduce -55.2% 115,946 $3.0M
Basswood Capital Management, L.L.C. 0.14% Reduce -40.6% 104,656 $2.7M
JPMorgan Chase & Co. 0.00% Add +120.6% 103,881 $2.7M
First Trust Advisors LP 0.00% Add +7.5% 103,091 $2.7M
Public Sector Pension Investment Board 0.01% Reduce -2.5% 101,118 $2.6M
Swiss National Bank 0.00% Add +11.3% 99,362 $2.6M
Barclays PLC 0.00% Add +146.3% 94,347 $2.4M
Kennedy Capital Management LLC 0.05% Reduce -82.5% 90,500 $2.3M
Alliancebernstein L.P. 0.00% Reduce -27.6% 89,222 $2.3M
Jane Street Group, LLC 0.00% Add +80.4% 80,964 $2.1M
Segment Wealth Management, LLC 0.14% Add +0.0% 79,842 $2.1M
Citigroup Inc. 0.00% Add +27.5% 77,984 $2.0M
Prudential Financial Inc. 0.00% Add +11.3% 76,016 $2.0M
Mendon Capital Advisors Corp. 1.25% No change 75,000 $1.9M
Curi Capital, LLC 0.04% No change 75,000 $1.9M
Bank of America Corp. 0.00% Reduce -4.7% 68,072 $1.8M
Steward Partners Investment Advisory, LLC 0.02% New 64,748 $1.7M
Teton Advisors, Inc. 0.74% Reduce -1.6% 62,500 $1.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -2.4% 61,210 $1.6M
Tudor Investment Corporation 0.01% New 52,471 $1.4M
California State Teachers Retirement System 0.00% Add +8.0% 47,994 $1.2M
Thrivent Financial for Lutherans 0.00% Add +5.9% 45,120 $1.2M
Fca Corp. 0.33% Add +1.4% 41,290 $1.1M
Credit Agricole S A 0.01% No change 39,600 $1.0M
Sei Investments Co. 0.00% Add +4.5% 38,765 $1.0M
Inscription Capital, LLC 0.15% Reduce -3.5% 38,095 $986K
Academy Capital Management 0.17% No change 37,571 $973K
UBS Group AG 0.00% Add +11.8% 34,879 $903K
Argent Trust Co 0.04% Reduce -44.0% 33,158 $858K
Rafferty Asset Management, LLC 0.00% Reduce -34.4% 32,323 $837K
Cubist Systematic Strategies, LLC 0.01% New 31,645 $819K
Sfmg, LLC 0.06% Reduce -6.1% 30,711 $795K
Oxbow Advisors, LLC 0.08% Add +7.4% 30,464 $789K
Beacon Pointe Advisors, LLC 0.01% Add +0.3% 30,298 $784K
Cambridge Investment Research Advisors, Inc. 0.00% New 30,035 $778K
Crestmont Private Wealth LLC 0.32% Reduce -71.4% 28,660 $742K
Susquehanna Portfolio Strategies, LLC 0.05% Reduce -14.6% 28,604 $741K
Corebridge Financial, Inc. 0.00% Reduce -1.0% 28,142 $729K
MetLife Investment Management, LLC 0.00% No change 27,806 $720K
WJ Interests, LLC 0.31% New 27,490 $712K
State of Alaska, Department of Revenue 0.01% Reduce -1.7% 27,210 $704K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +10.2% 26,891 $696K
Russell Investments Group, Ltd. 0.00% Reduce -17.0% 25,839 $669K
Deutsche Bank AG 0.00% Add +36.6% 25,805 $668K
Illinois Municipal Retirement Fund 0.01% Reduce -1.6% 25,691 $665K
Manufacturers Life Insurance Company, The 0.00% Reduce -1.6% 25,664 $664K
T. Rowe Price Associates Inc. 0.00% Add +62.2% 25,345 $657K
Readystate Asset Management LP 0.08% New 24,841 $643K
Crossmark Global Holdings, Inc. 0.01% Reduce -4.0% 23,935 $620K
Louisiana State Employees Retirement System 0.01% Reduce -2.5% 23,100 $598K
Commonwealth Equity Services, LLC 0.00% No change 23,024 $596K
Linscomb Wealth, Inc. 0.03% No change 22,712 $588K
Wells Fargo & Company 0.00% Add +3.4% 22,593 $585K
Rockefeller Capital Management L.P. 0.00% New 22,377 $579K
State of Tennessee, Department of Treasury 0.00% Reduce -3.2% 21,184 $548K
Susquehanna International Group, LLP 0.00% Add +1.8% 20,567 $532K
Janus Henderson Group PLC 0.00% No change 19,495 $505K
Yousif Capital Management, LLC 0.01% Reduce -3.5% 18,262 $473K
SG Americas Securities, LLC 0.00% New 18,127 $469K
Qube Research & Technologies Ltd 0.00% New 17,862 $462K
Voya Investment Management LLC 0.00% Reduce -1.3% 17,249 $447K
New York State Common Retirement Fund 0.00% Reduce -14.1% 17,001 $440K
Comerica Bank 0.00% Reduce -2.9% 16,694 $432K
EJF Capital LP 0.29% Reduce -8.8% 16,635 $431K
Avidian Wealth Enterprises, LLC 0.02% No change 16,517 $428K
Maryland State Retirement & Pension System 0.01% Reduce -2.0% 16,102 $417K
Precedent Wealth Partners, LLC 0.14% No change 16,000 $414K
FMR LLC 0.00% Add +19.1% 15,829 $410K
Corient Private Wealth LP 0.00% Add +0.1% 15,165 $393K
Intech Investment Management LLC 0.00% New 14,984 $388K
Arizona State Retirement System 0.00% Add +15.5% 14,654 $379K
Teachers Retirement System of the State of Kentucky 0.00% No change 14,624 $378K
Versant Capital Management, Inc 0.09% Add +0.5% 14,446 $374K
Sheets Smith Wealth Management 0.05% Add +0.5% 14,321 $371K
Focus Partners Wealth 0.00% New 14,292 $370K
Amalgamated Bank 0.00% Reduce -1.9% 14,140 $366K
Captrust Financial Advisors 0.00% Add +0.5% 14,071 $364K
State Board of Administration of Florida Retirement System 0.00% No change 13,904 $360K
Fayez Sarofim & Co 0.00% Reduce -32.1% 13,763 $356K
Icon Wealth Advisors, LLC 0.03% No change 13,215 $342K
STRS Ohio 0.00% Add +51.8% 12,900 $334K
Harrell Investment Partners, LLC 0.09% No change 12,840 $332K
AlphaQuest LLC 0.03% Add +36.4% 12,710 $329K
Avior Wealth Management, LLC 0.01% Reduce -39.3% 12,333 $319K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 12,201 $316K
Hancock Whitney Corp. 0.01% New 12,000 $311K
Los Angeles Capital Management LLC 0.00% Reduce -14.0% 11,945 $309K
Creative Planning 0.00% Reduce -25.9% 11,690 $303K
Allianz Asset Management GmbH 0.00% New 11,600 $300K
Oregon Public Employees Retirement Fund 0.01% Reduce -1.8% 11,227 $291K
Patron Partners, LLC 0.15% No change 10,658 $276K
New York State Teachers Retirement System 0.00% No change 10,307 $267K
Public Employees Retirement Association of Colorado 0.00% No change 10,257 $266K
ProShare Advisors LLC 0.00% New 10,220 $265K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Add +0.3% 10,192 $264K
Cetera Investment Advisers 0.00% No change 10,039 $260K
Y-Intercept (Hong Kong) Ltd 0.02% New 9,822 $254K
Victory Capital Management Inc. 0.00% Reduce -7.2% 9,522 $247K
HRT Financial LP 0.00% New 9,439 $244K
Dynamic Technology Lab Private Ltd 0.03% New 9,327 $241K
Praxis Investment Management Inc. 0.01% New 8,879 $230K
Nisa Investment Advisors, LLC 0.00% No change 8,538 $221K
Symphony Financial, Ltd. Co. 0.03% Reduce -13.2% 8,250 $210K
Sunbelt Securities, Inc. 0.02% Add +19.6% 6,372 $165K
Plante Moran Financial Advisors, LLC 0.01% No change 4,975 $129K
Ameritas Investment Partners, Inc. 0.00% No change 4,840 $125K
Tower Research Capital LLC (TRC) 0.00% Reduce -68.2% 4,829 $125K
Mather Group, Llc. 0.00% Add +1.6% 4,821 $125K
Royal Bank of Canada 0.00% Reduce -92.6% 4,675 $121K
Chilton Capital Management LLC 0.00% No change 3,275 $85K
PNC Financial Services Group, Inc. 0.00% Reduce -0.2% 2,845 $74K
Blue Trust, Inc. 0.00% Add +853.1% 3,193 $73K
KBC Group NV 0.00% Add +45.5% 2,524 $65K
Advisors Asset Management, Inc. 0.00% Add +142.1% 2,210 $57K
Point72 Asia (Singapore) Pte. Ltd. 0.01% New 1,865 $48K
Lindbrook Capital, LLC 0.00% No change 792 $21K
Quadrant Capital Group LLC 0.00% Reduce -34.5% 744 $19K
Parallel Advisors, LLC 0.00% No change 585 $15K
Quarry LP 0.00% Add +194.1% 494 $13K
Cwm, LLC 0.00% Add +199.2% 371 $10K
POM Investment Strategies, LLC 0.01% Add +0.3% 297 $8K
GAMMA Investing LLC 0.00% Add +106.5% 221 $6K
Lummis Asset Management, LP 0.01% No change 200 $5K
Aquatic Capital Management LLC 0.00% New 200 $5K
Sterling Capital Management LLC 0.00% — 173 $4K
Signaturefd, LLC 0.00% Reduce -45.0% 115 $3K
Smartleaf Asset Management LLC 0.00% Add +36.2% 79 $2K
Covestor Ltd 0.00% Add +34.6% 70 $2K
Earned Wealth Advisors, LLC 0.00% New 66 $2K
Rothschild Investment LLC 0.00% Add +350.0% 45 $1K
Bessemer Group Inc. 0.00% New 45 $1K
Farmers & Merchants Investments Inc. 0.00% No change 35 $906
Allworth Financial LP 0.00% No change 20 $518
UMB Bank, n.a. 0.00% No change 19 $492
Farther Finance Advisors, LLC 0.00% No change 9 $230
Parkside Financial Bank & Trust 0.00% No change 6 $156
Larson Financial Group LLC 0.00% No change 5 $129
Mendota Financial Group, LLC 0.00% New 2 $52

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