Stellar BancorpSTEL

13F holders, Q1 2025 (March 31)
189holders +9
20new positions
12sold out
3famous investors
$27.65avg. 13F price*

At the end of Q1 2025, 189 institutions reported holding Stellar Bancorp Inc. (STEL) in their 13F filings, up 9 from Q4 2024. 20 opened new positions and 12 sold out. The largest holders were BlackRock, Inc. ($203.9M), Vanguard Group Inc. ($90.2M) and Dimensional Fund Advisors LP ($58.8M). 3 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital Management'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions20$6.7M
Exits12$14.1M

All 13F filers, Q4 2024 → Q1 2025: 1,170,111 shares bought and 1,626,568 shares sold, net −456,457 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 189 holders

BlackRock, Inc. 0.00% Reduce -3.4% 7,369,896 $203.9M
Vanguard Group Inc. 0.00% Reduce -0.4% 3,259,794 $90.2M
Dimensional Fund Advisors LP 0.01% Add +6.4% 2,124,962 $58.8M
State Street Corp. 0.00% Reduce -5.8% 2,054,804 $56.8M
King Luther Capital Management Corp. 0.16% No change 1,280,426 $35.4M
William Blair Investment Management, LLC 0.09% Reduce -4.4% 1,155,033 $31.9M
Geode Capital Management, LLC 0.00% Add +3.1% 1,141,010 $31.6M
Millennium Management 0.02% Add +12.5% 882,431 $24.4M
Northern Trust Corp. 0.00% Reduce -1.7% 791,047 $21.9M
American Century Companies Inc. 0.01% Add +15.4% 753,216 $20.8M
Wellington Management Group LLP 0.00% Reduce -14.1% 709,929 $19.6M
Charles Schwab Investment Management Inc. 0.00% Reduce -1.1% 436,818 $12.1M
Bank of New York Mellon Corp 0.00% Reduce -3.6% 411,120 $11.4M
Goldman Sachs Group Inc. 0.00% Reduce -3.8% 390,585 $10.8M
Bridgeway Capital Management, LLC 0.27% Add +25.5% 384,021 $10.6M
Morgan Stanley 0.00% Reduce -11.8% 370,300 $10.2M
Invesco Ltd. 0.00% Reduce -10.2% 321,423 $8.9M
HighTower Advisors, LLC 0.01% Add +0.0% 278,924 $7.7M
Principal Financial Group Inc. 0.00% Add +2.7% 236,895 $6.6M
Mercer Global Advisors Inc. 0.01% Add +0.8% 203,250 $5.6M
FOCUS Wealth Advisors, LLC 3.00% No change 195,888 $5.4M
Jane Street Group, LLC 0.01% Add +105.0% 195,376 $5.4M
Ameriprise Financial Inc. 0.00% Reduce -3.2% 184,128 $5.1M
Empowered Funds, LLC 0.07% Add +20.4% 175,881 $4.9M
Truist Financial Corp. 0.01% No change 175,258 $4.8M
Callahan Advisors, LLC 0.44% Add +0.0% 166,731 $4.6M
Public Sector Pension Investment Board 0.02% Add +27.3% 150,772 $4.2M
Rhumbline Advisers 0.00% Reduce -3.1% 141,003 $3.9M
Royce & Associates LP 0.04% Reduce -0.7% 137,222 $3.8M
Carlton Hofferkamp & Jenks Wealth Management, LLC 1.53% Reduce -3.3% 144,748 $3.7M
Nuveen, LLC 0.00% — 132,739 $3.7M
Legal & General Group Plc 0.00% Reduce -3.0% 131,374 $3.6M
Bank of America Corp. 0.00% Add +88.7% 130,406 $3.6M
First Trust Advisors LP 0.00% Reduce -22.3% 130,354 $3.6M
Richard Bernstein Advisors LLC 0.08% Reduce -3.8% 114,177 $3.2M
Great Lakes Advisors, LLC 0.03% Reduce -26.3% 113,976 $3.2M
Swiss National Bank 0.00% Reduce -1.8% 98,362 $2.7M
JPMorgan Chase & Co. 0.00% Reduce -52.5% 91,781 $2.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +21.2% 86,535 $2.4M
ExodusPoint Capital Management, LP 0.03% Add +263.4% 84,878 $2.3M
Citigroup Inc. 0.00% Reduce -3.2% 83,113 $2.3M
Segment Wealth Management, LLC 0.15% Add +0.0% 79,906 $2.2M
Susquehanna International Group, LLP 0.00% Add +181.5% 77,597 $2.1M
Barclays PLC 0.00% Reduce -27.5% 71,280 $2.0M
UBS Group AG 0.00% Reduce -14.7% 68,130 $1.9M
Steward Partners Investment Advisory, LLC 0.02% No change 64,748 $1.8M
Teton Advisors, Inc. 1.03% Reduce -3.7% 57,800 $1.6M
Alliancebernstein L.P. 0.00% Reduce -18.9% 51,455 $1.4M
Mendon Capital Advisors Corp. 0.64% No change 50,000 $1.4M
Curi Capital, LLC 0.03% No change 50,000 $1.4M
California State Teachers Retirement System 0.00% No change 47,446 $1.3M
McDaniel Terry & Co. 0.11% No change 46,419 $1.3M
Prudential Financial Inc. 0.00% Reduce -21.5% 46,291 $1.3M
Dark Forest Capital Management LP 0.06% Add +174.6% 46,249 $1.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% New 44,734 $1.2M
Intech Investment Management LLC 0.01% Add +20.5% 44,603 $1.2M
Tudor Investment Corporation 0.01% Reduce -62.2% 40,942 $1.1M
Fca Corp. 0.35% Reduce -2.8% 40,038 $1.1M
Credit Agricole S A 0.00% No change 39,600 $1.1M
Deutsche Bank AG 0.00% Reduce -8.6% 38,579 $1.1M
Brandywine Global Investment Management, LLC 0.01% New 37,386 $1.0M
Academy Capital Management 0.18% Reduce -1.7% 36,941 $1.0M
Qube Research & Technologies Ltd 0.00% Reduce -15.9% 36,935 $1.0M
Thrivent Financial for Lutherans 0.00% Reduce -16.8% 34,928 $966K
Integrated Wealth Concepts LLC 0.01% Add +1.0% 34,437 $953K
T. Rowe Price Associates Inc. 0.00% Add +17.2% 33,941 $939K
Icon Wealth Advisors, LLC 0.08% Add +155.4% 33,755 $934K
Inscription Capital, LLC 0.15% — 38,095 $928K
Sfmg, LLC 0.07% Add +8.1% 33,211 $919K
Oxbow Advisors, LLC 0.09% No change 30,464 $843K
Beacon Pointe Advisors, LLC 0.01% No change 30,197 $835K
Wells Fargo & Company 0.00% Add +2.3% 29,493 $816K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +4.6% 29,214 $808K
MetLife Investment Management, LLC 0.00% Reduce -1.8% 29,210 $808K
WJ Interests, LLC 0.35% New 27,501 $761K
AQR Capital Management 0.00% Add +178.2% 26,504 $733K
State of Alaska, Department of Revenue 0.01% Reduce -2.5% 26,358 $729K
Russell Investments Group, Ltd. 0.00% Add +0.6% 26,182 $724K
Numerai GP LLC 0.14% New 25,919 $717K
Crestmont Private Wealth LLC 0.31% Reduce -10.7% 25,729 $712K
Illinois Municipal Retirement Fund 0.01% Add +0.5% 25,609 $708K
Corebridge Financial, Inc. 0.00% Reduce -1.9% 25,603 $708K
Manufacturers Life Insurance Company, The 0.00% Add +2.3% 25,363 $702K
Commonwealth Equity Services, LLC 0.00% Add +7.9% 24,843 $687K
U.S. Capital Wealth Advisors, LLC 0.02% Add +151.0% 24,105 $667K
Crossmark Global Holdings, Inc. 0.01% Reduce -0.2% 23,882 $661K
Rafferty Asset Management, LLC 0.00% Reduce -24.2% 23,866 $660K
Hancock Whitney Corp. 0.02% Add +5.9% 23,579 $652K
Linscomb Wealth, Inc. 0.03% No change 22,712 $628K
Louisiana State Employees Retirement System 0.01% Reduce -2.6% 22,400 $620K
Rockefeller Capital Management L.P. 0.00% Reduce -0.1% 22,365 $619K
Argent Trust Co 0.02% Reduce -16.7% 21,908 $606K
Cambridge Investment Research Advisors, Inc. 0.00% No change 20,035 $554K
North Reef Capital Management LP 0.02% New 20,000 $553K
Janus Henderson Group PLC 0.00% No change 19,495 $537K
STRS Ohio 0.00% Add +9.8% 17,900 $495K
Sunbelt Securities, Inc. 0.04% Reduce -48.6% 17,718 $490K
Yousif Capital Management, LLC 0.01% Reduce -1.7% 17,661 $489K
New York State Common Retirement Fund 0.00% No change 17,001 $470K
EJF Capital LP 0.29% Add +65.1% 16,540 $457K
Avidian Wealth Enterprises, LLC 0.02% No change 16,517 $457K
Precedent Wealth Partners, LLC 0.12% No change 16,000 $443K
Comerica Bank 0.00% Reduce -2.1% 15,911 $440K
Trexquant Investment LP 0.01% New 15,662 $433K
Sheets Smith Wealth Management 0.05% Add +4.5% 15,491 $428K
Corient Private Wealth LP 0.00% Reduce -1.7% 15,165 $419K
XTX Topco Ltd 0.02% New 14,618 $404K
Teachers Retirement System of the State of Kentucky 0.00% No change 14,624 $404K
Voya Investment Management LLC 0.00% Reduce -7.9% 14,587 $403K
Arizona State Retirement System 0.00% Reduce -1.5% 14,553 $403K
Focus Partners Wealth 0.00% Add +0.3% 14,521 $402K
Versant Capital Management, Inc 0.07% Add +0.4% 14,506 $401K
Maryland State Retirement & Pension System 0.01% Reduce -13.7% 13,904 $385K
State Board of Administration of Florida Retirement System 0.00% No change 13,904 $385K
Amalgamated Bank 0.00% Reduce -2.9% 13,606 $376K
FMR LLC 0.00% Add +28.9% 13,513 $374K
LPL Financial LLC 0.00% Reduce -1.3% 13,351 $369K
Harrell Investment Partners, LLC 0.11% No change 12,840 $355K
Creative Planning 0.00% Add +12.0% 12,702 $351K
Avior Wealth Management, LLC 0.01% No change 12,333 $341K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -4.3% 11,681 $323K
Allianz Asset Management GmbH 0.00% No change 11,600 $321K
ProShare Advisors LLC 0.00% Reduce -21.9% 11,540 $319K
EntryPoint Capital, LLC 0.15% Reduce -18.4% 11,532 $319K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Add +12.1% 11,379 $315K
State of Tennessee, Department of Treasury 0.00% No change 11,068 $306K
Oregon Public Employees Retirement Fund 0.01% Reduce -2.7% 10,927 $302K
Cibc World Markets Corp. 0.00% New 10,901 $302K
Patron Partners, LLC 0.16% No change 10,658 $295K
Teacher Retirement System of Texas 0.00% New 10,511 $291K
KLP Kapitalforvaltning As 0.00% No change 10,487 $290K
Police & Firemen's Retirement System of New Jersey 0.00% No change 10,459 $289K
Public Employees Retirement Association of Colorado 0.00% No change 10,257 $284K
New York State Teachers Retirement System 0.00% Reduce -33.7% 9,907 $274K
Foundations Investment Advisors, LLC 0.00% New 9,208 $255K
Royal Bank of Canada 0.00% Add +26.9% 9,202 $254K
Susquehanna Fundamental Investments, LLC 0.00% Reduce -5.3% 9,174 $254K
Victory Capital Management Inc. 0.00% Reduce -7.8% 8,623 $239K
Pictet Asset Management Holding SA 0.00% No change 8,404 $232K
Handelsbanken Fonder AB 0.00% New 8,400 $232K
Los Angeles Capital Management LLC 0.00% Reduce -12.9% 8,225 $228K
Waters Parkerson & Co., LLC 0.01% No change 8,000 $221K
Cetera Investment Advisers 0.00% No change 7,794 $216K
Brevan Howard Capital Management LP 0.01% New 7,731 $214K
Rahlfs Capital, LLC 0.21% No change 7,581 $210K
Quadrant Capital Group LLC 0.01% Add +912.1% 7,530 $208K
Bank of Montreal 0.00% New 7,453 $206K
AlphaQuest LLC 0.02% Add +6.7% 6,316 $175K
SG Americas Securities, LLC 0.00% Reduce -59.7% 5,466 $151K
Mather Group, Llc. 0.00% Add +0.5% 4,869 $135K
Ameritas Investment Partners, Inc. 0.00% No change 4,840 $134K
Nisa Investment Advisors, LLC 0.00% Reduce -49.6% 4,323 $120K
Chilton Capital Management LLC 0.00% No change 3,275 $91K
KBC Group NV 0.00% No change 3,177 $88K
Plante Moran Financial Advisors, LLC 0.01% No change 2,970 $82K
PNC Financial Services Group, Inc. 0.00% Add +0.7% 2,901 $80K
Advisors Asset Management, Inc. 0.00% Reduce -1.2% 2,683 $74K
Jones Financial Companies LLLP 0.00% Add +1045.0% 1,958 $54K
Blue Trust, Inc. 0.00% Add +10.9% 1,864 $52K
GAMMA Investing LLC 0.00% Add +320.4% 1,631 $45K
Cwm, LLC 0.00% Add +130.3% 1,393 $39K
Tower Research Capital LLC (TRC) 0.00% Reduce -64.2% 1,371 $38K
MAI Capital Management 0.00% No change 1,000 $28K
Sterling Capital Management LLC 0.00% Reduce -46.1% 848 $23K
Lindbrook Capital, LLC 0.00% No change 792 $22K
Parallel Advisors, LLC 0.00% No change 585 $16K
Smartleaf Asset Management LLC 0.00% Reduce -3.4% 573 $16K
Bessemer Group Inc. 0.00% Add +502.2% 271 $8K
Harbor Capital Advisors, Inc. 0.00% New 201 $6K
Coldstream Capital Management Inc. 0.00% New 211 $6K
Lummis Asset Management, LP 0.00% No change 200 $6K
EverSource Wealth Advisors, LLC 0.00% Add +1008.3% 133 $4K
Signaturefd, LLC 0.00% No change 115 $3K
Aster Capital Management (DIFC) Ltd 0.00% New 105 $3K
UMB Bank, n.a. 0.00% Add +352.6% 86 $2K
Rothschild Investment LLC 0.00% Add +30.8% 85 $2K
HWG Holdings LP 0.00% New 50 $1K
Covestor Ltd 0.00% Reduce -65.3% 44 $1K
Farmers & Merchants Investments Inc. 0.00% Reduce -11.4% 31 $857
Fifth Third Bancorp 0.00% New 28 $774
Parkside Financial Bank & Trust 0.00% Add +333.3% 26 $720
Physician Wealth Advisors, Inc. 0.00% No change 26 $720
True Wealth Design, LLC 0.00% New 22 $609
Allworth Financial LP 0.00% No change 20 $540
Stephens Consulting, LLC 0.00% New 15 $415
GeoWealth Management, LLC 0.00% Reduce -45.0% 11 $304
Farther Finance Advisors, LLC 0.00% No change 9 $248
IFP Advisors, Inc 0.00% No change 6 $166
Larson Financial Group LLC 0.00% No change 5 $138

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