Stellar BancorpSTEL

13F holders, Q4 2024 (December 31)
180holders +6
17new positions
14sold out
5famous investors
$28.36avg. 13F price*

At the end of Q4 2024, 180 institutions reported holding Stellar Bancorp Inc. (STEL) in their 13F filings, up 6 from Q3 2024. 17 opened new positions and 14 sold out. The largest holders were BlackRock, Inc. ($216.2M), Vanguard Group Inc. ($92.8M) and State Street Corp. ($61.8M). 5 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions17$4.7M
Exits14$11.9M

All 13F filers, Q3 2024 → Q4 2024: 2,365,002 shares bought and 1,115,539 shares sold, net +1,249,463 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 180 holders

BlackRock, Inc. 0.00% Add +1.1% 7,625,248 $216.2M
Vanguard Group Inc. 0.00% Reduce -1.3% 3,272,542 $92.8M
State Street Corp. 0.00% Add +7.2% 2,180,382 $61.8M
Dimensional Fund Advisors LP 0.01% Add +6.5% 1,996,609 $56.6M
King Luther Capital Management Corp. 0.16% No change 1,280,426 $36.3M
William Blair Investment Management, LLC 0.08% Add +13.0% 1,208,750 $34.3M
Geode Capital Management, LLC 0.00% Reduce -0.9% 1,106,128 $31.4M
Wellington Management Group LLP 0.00% Add +20.4% 826,668 $23.4M
Northern Trust Corp. 0.00% Add +6.7% 804,599 $22.8M
Millennium Management 0.02% Add +176.2% 784,207 $22.2M
American Century Companies Inc. 0.01% Add +26.8% 652,420 $18.5M
Charles Schwab Investment Management Inc. 0.00% Add +2.9% 441,725 $12.5M
Bank of New York Mellon Corp 0.00% Add +5.9% 426,353 $12.1M
Morgan Stanley 0.00% Reduce -19.2% 419,787 $11.9M
Goldman Sachs Group Inc. 0.00% Add +16.7% 405,842 $11.5M
Invesco Ltd. 0.00% Add +162.3% 357,767 $10.1M
Bridgeway Capital Management, LLC 0.19% Add +25.8% 305,962 $8.7M
HighTower Advisors, LLC 0.01% Reduce -2.9% 278,866 $7.9M
Principal Financial Group Inc. 0.00% Add +2.5% 230,592 $6.5M
Mercer Global Advisors Inc. 0.01% Reduce -0.0% 201,538 $5.7M
Balyasny Asset Management L.P. 0.01% Add +14.6% 199,461 $5.7M
FOCUS Wealth Advisors, LLC 2.95% Reduce -18.5% 195,888 $5.6M
JPMorgan Chase & Co. 0.00% Add +85.9% 193,071 $5.5M
Ameriprise Financial Inc. 0.00% Reduce -5.0% 190,210 $5.4M
Elizabeth Park Capital Advisors, Ltd. 4.30% No change 186,217 $5.3M
Truist Financial Corp. 0.01% No change 175,258 $5.0M
First Trust Advisors LP 0.00% Add +62.8% 167,792 $4.8M
Callahan Advisors, LLC 0.44% Reduce -4.4% 166,730 $4.7M
Carlton Hofferkamp & Jenks Wealth Management, LLC 1.63% Reduce -7.0% 149,670 $4.4M
Great Lakes Advisors, LLC 0.04% Reduce -7.7% 154,538 $4.4M
Empowered Funds, LLC 0.06% Add +5.1% 146,122 $4.1M
Rhumbline Advisers 0.00% Reduce -0.9% 145,464 $4.1M
Royce & Associates LP 0.04% Reduce -2.8% 138,222 $3.9M
Legal & General Group Plc 0.00% Add +6.0% 135,398 $3.8M
Nuveen Asset Management, LLC 0.00% Reduce -1.3% 132,739 $3.8M
Richard Bernstein Advisors LLC 0.08% No change 118,669 $3.4M
Public Sector Pension Investment Board 0.01% Add +17.1% 118,425 $3.4M
Tudor Investment Corporation 0.03% Add +106.3% 108,237 $3.1M
Swiss National Bank 0.00% Add +0.8% 100,162 $2.8M
Barclays PLC 0.00% Add +4.2% 98,348 $2.8M
Jane Street Group, LLC 0.00% Add +17.7% 95,309 $2.7M
Citigroup Inc. 0.00% Add +10.1% 85,883 $2.4M
UBS Group AG 0.00% Add +129.0% 79,874 $2.3M
Segment Wealth Management, LLC 0.15% Add +0.0% 79,873 $2.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +16.7% 71,420 $2.0M
Bank of America Corp. 0.00% Add +1.5% 69,100 $2.0M
Steward Partners Investment Advisory, LLC 0.02% No change 64,748 $1.8M
Alliancebernstein L.P. 0.00% Reduce -28.9% 63,442 $1.8M
Teton Advisors, Inc. 0.90% Reduce -4.0% 60,000 $1.7M
Prudential Financial Inc. 0.00% Reduce -22.4% 58,966 $1.7M
Mendon Capital Advisors Corp. 0.80% Reduce -33.3% 50,000 $1.4M
Curi Capital, LLC 0.03% Reduce -33.3% 50,000 $1.4M
California State Teachers Retirement System 0.00% Reduce -1.1% 47,446 $1.3M
McDaniel Terry & Co. 0.11% New 46,419 $1.3M
Qube Research & Technologies Ltd 0.00% Add +146.0% 43,942 $1.2M
Deutsche Bank AG 0.00% Add +63.6% 42,218 $1.2M
Thrivent Financial for Lutherans 0.00% Reduce -7.0% 41,984 $1.2M
Fca Corp. 0.36% Reduce -0.2% 41,209 $1.2M
Credit Agricole S A 0.00% No change 39,600 $1.1M
Academy Capital Management 0.17% No change 37,571 $1.1M
Intech Investment Management LLC 0.01% Add +147.1% 37,027 $1.0M
Sunbelt Securities, Inc. 0.09% Add +441.4% 34,501 $978K
Integrated Wealth Concepts LLC 0.01% Reduce -70.6% 34,096 $967K
Rafferty Asset Management, LLC 0.00% Reduce -2.6% 31,478 $892K
Sfmg, LLC 0.07% No change 30,711 $871K
Oxbow Advisors, LLC 0.10% No change 30,464 $864K
Beacon Pointe Advisors, LLC 0.01% Reduce -0.3% 30,197 $856K
Sei Investments Co. 0.00% Reduce -22.9% 29,902 $848K
MetLife Investment Management, LLC 0.00% Add +6.9% 29,733 $843K
T. Rowe Price Associates Inc. 0.00% Add +14.2% 28,953 $821K
Wells Fargo & Company 0.00% Add +27.6% 28,841 $818K
Crestmont Private Wealth LLC 0.37% Add +0.5% 28,799 $816K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +3.9% 27,933 $792K
Susquehanna International Group, LLP 0.00% Add +34.0% 27,562 $781K
State of Alaska, Department of Revenue 0.01% Reduce -0.6% 27,049 $766K
Argent Trust Co 0.03% Reduce -20.7% 26,308 $746K
Corebridge Financial, Inc. 0.00% Reduce -7.3% 26,101 $740K
Russell Investments Group, Ltd. 0.00% Add +0.8% 26,034 $738K
Illinois Municipal Retirement Fund 0.01% Reduce -0.8% 25,480 $722K
Cubist Systematic Strategies, LLC 0.01% Reduce -21.3% 24,913 $706K
Manufacturers Life Insurance Company, The 0.00% Reduce -3.4% 24,799 $703K
Crossmark Global Holdings, Inc. 0.01% No change 23,935 $679K
Citadel Advisors 0.00% Reduce -84.5% 23,908 $678K
ExodusPoint Capital Management, LP 0.01% New 23,359 $662K
Commonwealth Equity Services, LLC 0.00% No change 23,024 $653K
Louisiana State Employees Retirement System 0.01% Reduce -0.4% 23,000 $652K
Linscomb Wealth, Inc. 0.03% No change 22,712 $644K
Rockefeller Capital Management L.P. 0.00% Add +0.0% 22,387 $635K
Hancock Whitney Corp. 0.02% Add +85.6% 22,268 $631K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -33.3% 20,035 $568K
Janus Henderson Group PLC 0.00% No change 19,495 $553K
Yousif Capital Management, LLC 0.01% Reduce -1.6% 17,967 $509K
New York State Common Retirement Fund 0.00% No change 17,001 $482K
Dark Forest Capital Management LP 0.07% New 16,840 $477K
Avidian Wealth Enterprises, LLC 0.02% No change 16,517 $468K
STRS Ohio 0.00% Add +26.4% 16,300 $462K
Comerica Bank 0.00% Reduce -2.6% 16,254 $461K
Maryland State Retirement & Pension System 0.01% No change 16,102 $456K
Precedent Wealth Partners, LLC 0.15% No change 16,000 $454K
Voya Investment Management LLC 0.00% Reduce -8.2% 15,841 $449K
Corient Private Wealth LP 0.00% Add +1.7% 15,423 $437K
New York State Teachers Retirement System 0.00% Add +44.9% 14,934 $423K
Sheets Smith Wealth Management 0.05% Add +3.5% 14,828 $420K
ProShare Advisors LLC 0.00% Add +44.6% 14,775 $419K
Arizona State Retirement System 0.00% Add +0.8% 14,771 $419K
Teachers Retirement System of the State of Kentucky 0.00% No change 14,624 $415K
Focus Partners Wealth 0.00% Add +1.3% 14,481 $411K
Versant Capital Management, Inc 0.09% No change 14,446 $410K
EntryPoint Capital, LLC 0.17% New 14,130 $401K
Amalgamated Bank 0.00% Reduce -0.9% 14,013 $397K
State Board of Administration of Florida Retirement System 0.00% No change 13,904 $394K
SG Americas Securities, LLC 0.00% Reduce -25.2% 13,560 $384K
LPL Financial LLC 0.00% New 13,529 $384K
Icon Wealth Advisors, LLC 0.03% No change 13,215 $375K
Harrell Investment Partners, LLC 0.10% No change 12,840 $364K
Avior Wealth Management, LLC 0.01% No change 12,333 $350K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 12,201 $346K
Allianz Asset Management GmbH 0.00% No change 11,600 $329K
Creative Planning 0.00% Reduce -3.0% 11,339 $321K
Oregon Public Employees Retirement Fund 0.01% No change 11,227 $318K
State of Tennessee, Department of Treasury 0.00% Reduce -47.8% 11,068 $314K
Patron Partners, LLC 0.16% No change 10,658 $302K
KLP Kapitalforvaltning As 0.00% — 10,487 $297K
FMR LLC 0.00% Reduce -33.8% 10,479 $297K
Police & Firemen's Retirement System of New Jersey 0.00% — 10,459 $297K
Public Employees Retirement Association of Colorado 0.00% No change 10,257 $291K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -0.4% 10,147 $288K
EJF Capital LP 0.20% Reduce -39.8% 10,017 $284K
Susquehanna Fundamental Investments, LLC 0.00% — 9,687 $275K
U.S. Capital Wealth Advisors, LLC 0.01% New 9,602 $272K
AQR Capital Management 0.00% New 9,527 $270K
Los Angeles Capital Management LLC 0.00% Reduce -20.9% 9,445 $268K
Victory Capital Management Inc. 0.00% Reduce -1.8% 9,350 $265K
Fayez Sarofim & Co 0.00% Reduce -36.3% 8,763 $248K
Nisa Investment Advisors, LLC 0.00% Add +0.5% 8,578 $243K
Pictet Asset Management Holding SA 0.00% New 8,404 $238K
Symphony Financial, Ltd. Co. 0.04% No change 8,250 $234K
Waters Parkerson & Co., LLC 0.01% New 8,000 $227K
Cetera Investment Advisers 0.00% Reduce -22.4% 7,794 $221K
Rahlfs Capital, LLC 0.21% — 7,581 $215K
Royal Bank of Canada 0.00% Add +55.2% 7,254 $205K
Mutual of America Capital Management LLC 0.00% New 7,200 $204K
D. E. Shaw & Co. 0.00% New 7,191 $204K
AlphaQuest LLC 0.02% Reduce -53.4% 5,918 $168K
Mather Group, Llc. 0.00% Add +0.5% 4,845 $137K
Ameritas Investment Partners, Inc. 0.00% No change 4,840 $137K
Tower Research Capital LLC (TRC) 0.00% Reduce -20.6% 3,832 $109K
Chilton Capital Management LLC 0.00% No change 3,275 $93K
KBC Group NV 0.00% Add +25.9% 3,177 $90K
Plante Moran Financial Advisors, LLC 0.01% Reduce -40.3% 2,970 $84K
PNC Financial Services Group, Inc. 0.00% Add +1.2% 2,880 $82K
Advisors Asset Management, Inc. 0.00% Add +22.9% 2,715 $77K
Blue Trust, Inc. 0.00% Reduce -47.4% 1,680 $48K
Sterling Capital Management LLC 0.00% Add +809.3% 1,573 $45K
MAI Capital Management 0.00% New 1,000 $28K
Lindbrook Capital, LLC 0.00% No change 792 $22K
Point72 Asia (Singapore) Pte. Ltd. 0.01% Reduce -59.9% 748 $21K
Quadrant Capital Group LLC 0.00% No change 744 $21K
Cwm, LLC 0.00% Add +63.1% 605 $17K
Smartleaf Asset Management LLC 0.00% Add +650.6% 593 $17K
Parallel Advisors, LLC 0.00% No change 585 $17K
GAMMA Investing LLC 0.00% Add +75.6% 388 $11K
POM Investment Strategies, LLC 0.01% No change 297 $8K
Quarry LP 0.00% Reduce -48.6% 254 $7K
Lummis Asset Management, LP 0.01% No change 200 $6K
Jones Financial Companies LLLP 0.00% New 171 $5K
Covestor Ltd 0.00% Add +81.4% 127 $4K
Signaturefd, LLC 0.00% No change 115 $3K
Rothschild Investment LLC 0.00% Add +44.4% 65 $2K
Bessemer Group Inc. 0.00% No change 45 $1K
Farmers & Merchants Investments Inc. 0.00% No change 35 $992
Physician Wealth Advisors, Inc. 0.00% New 26 $738
GeoWealth Management, LLC 0.00% New 20 $567
Allworth Financial LP 0.00% No change 20 $560
UMB Bank, n.a. 0.00% No change 19 $539
EverSource Wealth Advisors, LLC 0.00% New 12 $340
Farther Finance Advisors, LLC 0.00% No change 9 $255
Parkside Financial Bank & Trust 0.00% No change 6 $171
IFP Advisors, Inc 0.00% New 6 $170
Larson Financial Group LLC 0.00% No change 5 $142

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