Stellar BancorpSTEL

13F holders, Q2 2025 (June 30)
183holders −6
17new positions
21sold out
3famous investors
$27.77avg. 13F price*

At the end of Q2 2025, 183 institutions reported holding Stellar Bancorp Inc. (STEL) in their 13F filings, down 6 from Q1 2025. 17 opened new positions and 21 sold out. The largest holders were BlackRock, Inc. ($190.0M), Vanguard Group Inc. ($91.1M) and Dimensional Fund Advisors LP ($63.0M). 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 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions17$14.4M
Exits21$12.1M

All 13F filers, Q1 2025 → Q2 2025: 3,032,057 shares bought and 1,864,845 shares sold, net +1,167,212 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 183 holders

BlackRock, Inc. 0.00% Reduce -7.9% 6,790,160 $190.0M
Vanguard Group Inc. 0.00% Reduce -0.1% 3,255,780 $91.1M
Dimensional Fund Advisors LP 0.01% Add +5.9% 2,250,427 $63.0M
State Street Corp. 0.00% Add +3.0% 2,116,900 $59.2M
North Reef Capital Management LP 1.91% Add +7600.0% 1,540,000 $43.1M
King Luther Capital Management Corp. 0.16% Add +0.2% 1,283,086 $35.9M
Geode Capital Management, LLC 0.00% Reduce -3.9% 1,096,509 $30.7M
William Blair Investment Management, LLC 0.08% Reduce -7.5% 1,068,582 $29.9M
Millennium Management 0.02% Add +4.2% 919,819 $25.7M
Northern Trust Corp. 0.00% Reduce -4.0% 759,203 $21.2M
American Century Companies Inc. 0.01% Reduce -2.1% 737,649 $20.6M
Wellington Management Group LLP 0.00% Reduce -9.8% 640,362 $17.9M
Charles Schwab Investment Management Inc. 0.00% Reduce -3.6% 421,268 $11.8M
Bank of New York Mellon Corp 0.00% Reduce -2.3% 401,635 $11.2M
Bridgeway Capital Management, LLC 0.26% Add +2.5% 393,685 $11.0M
Morgan Stanley 0.00% Add +6.3% 393,426 $11.0M
Cooper Financial Group 1.02% New 310,293 $8.7M
HighTower Advisors, LLC 0.01% Add +2.6% 286,171 $8.0M
Invesco Ltd. 0.00% Reduce -15.6% 271,319 $7.6M
Goldman Sachs Group Inc. 0.00% Reduce -32.4% 263,932 $7.4M
Principal Financial Group Inc. 0.00% Reduce -4.1% 227,235 $6.4M
Mercer Global Advisors Inc. 0.01% Add +0.0% 203,311 $5.7M
FOCUS Wealth Advisors, LLC 2.85% No change 195,888 $5.5M
Empowered Funds, LLC 0.06% Add +5.5% 185,545 $5.2M
Truist Financial Corp. 0.01% No change 175,258 $4.9M
Ameriprise Financial Inc. 0.00% Reduce -5.0% 175,001 $4.9M
Callahan Advisors, LLC 0.41% Reduce -2.4% 162,732 $4.6M
Public Sector Pension Investment Board 0.02% Add +3.6% 156,203 $4.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Add +3476.4% 406,962 $4.4M
Carlton Hofferkamp & Jenks Wealth Management, LLC 1.57% Reduce -0.1% 144,628 $4.3M
Bank of America Corp. 0.00% Add +12.1% 146,124 $4.1M
Rhumbline Advisers 0.00% Add +1.9% 143,693 $4.0M
ExodusPoint Capital Management, LP 0.05% Add +67.8% 142,379 $4.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +58.8% 137,433 $3.8M
Royce & Associates LP 0.04% No change 137,222 $3.8M
Legal & General Group Plc 0.00% Reduce -1.7% 129,100 $3.6M
UBS Group AG 0.00% Add +59.5% 108,695 $3.0M
Nuveen, LLC 0.00% Reduce -20.5% 105,531 $3.0M
Barclays PLC 0.00% Add +47.8% 105,352 $2.9M
Swiss National Bank 0.00% Reduce -3.6% 94,862 $2.7M
Great Lakes Advisors, LLC 0.02% Reduce -20.0% 91,193 $2.6M
Segment Wealth Management, LLC 0.14% Add +0.0% 79,938 $2.2M
Susquehanna International Group, LLP 0.00% Add +1.2% 78,501 $2.2M
JPMorgan Chase & Co. 0.00% Reduce -16.5% 76,609 $2.1M
First Trust Advisors LP 0.00% Reduce -42.5% 74,910 $2.1M
Citigroup Inc. 0.00% Reduce -15.0% 70,640 $2.0M
Paragon Capital Management LLC 0.95% New 65,848 $1.8M
Financial Synergies Wealth Advisors, Inc. 0.20% New 65,848 $1.8M
Steward Partners Investment Advisory, LLC 0.01% No change 64,748 $1.8M
Teton Advisors, Inc. 0.99% Reduce -3.1% 56,000 $1.6M
Alliancebernstein L.P. 0.00% No change 51,455 $1.4M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +13.6% 50,814 $1.4M
Jane Street Group, LLC 0.00% Reduce -75.2% 48,455 $1.4M
Prudential Financial Inc. 0.00% Add +3.6% 47,980 $1.3M
California State Teachers Retirement System 0.00% Reduce -1.4% 46,772 $1.3M
Citadel Advisors 0.00% New 46,634 $1.3M
McDaniel Terry & Co. 0.11% No change 46,419 $1.3M
Fca Corp. 0.34% Add +1.4% 40,612 $1.1M
T. Rowe Price Associates Inc. 0.00% Add +18.5% 40,211 $1.1M
Rafferty Asset Management, LLC 0.00% Add +63.5% 39,027 $1.1M
Creative Planning 0.00% Add +201.2% 38,259 $1.1M
Intech Investment Management LLC 0.01% Reduce -14.7% 38,045 $1.1M
AQR Capital Management 0.00% Add +39.7% 37,028 $1.0M
Academy Capital Management 0.15% No change 36,941 $1.0M
Brandywine Global Investment Management, LLC 0.01% Reduce -3.2% 36,186 $1.0M
Sunbelt Securities, Inc. 0.09% Add +94.7% 34,501 $978K
Deutsche Bank AG 0.00% Reduce -9.5% 34,929 $977K
Integrated Wealth Concepts LLC 0.01% Add +0.9% 34,741 $972K
Icon Wealth Advisors, LLC 0.07% No change 33,755 $944K
Thrivent Financial for Lutherans 0.00% Reduce -3.6% 33,686 $943K
Sfmg, LLC 0.07% Add +0.0% 33,223 $930K
Oxbow Advisors, LLC 0.09% No change 30,464 $852K
Wells Fargo & Company 0.00% Add +3.0% 30,366 $850K
Beacon Pointe Advisors, LLC 0.01% No change 30,197 $845K
Hancock Whitney Corp. 0.02% Add +27.7% 30,115 $843K
MetLife Investment Management, LLC 0.00% No change 29,210 $817K
WJ Interests, LLC 0.33% Add +0.0% 27,506 $770K
State of Alaska, Department of Revenue 0.01% Add +3.6% 27,299 $763K
Dark Forest Capital Management LP 0.03% Reduce -44.0% 25,890 $724K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -11.7% 25,788 $722K
Illinois Municipal Retirement Fund 0.01% Reduce -2.0% 25,083 $702K
Manufacturers Life Insurance Company, The 0.00% Reduce -4.5% 24,218 $678K
U.S. Capital Wealth Advisors, LLC 0.02% No change 24,105 $674K
Crossmark Global Holdings, Inc. 0.01% Reduce -0.2% 23,843 $667K
Inscription Capital, LLC 0.10% Reduce -38.1% 23,592 $660K
Russell Investments Group, Ltd. 0.00% Reduce -10.2% 23,501 $658K
Rockefeller Capital Management L.P. 0.00% Add +1.6% 22,715 $636K
Linscomb Wealth, Inc. 0.03% No change 22,712 $635K
Argent Trust Co 0.02% No change 21,908 $613K
Crestmont Private Wealth LLC 0.22% Reduce -15.6% 21,729 $608K
Louisiana State Employees Retirement System 0.01% Reduce -4.5% 21,400 $599K
Cambridge Investment Research Advisors, Inc. 0.00% No change 20,035 $561K
Commonwealth Equity Services, LLC 0.00% Reduce -20.9% 19,647 $550K
Janus Henderson Group PLC 0.00% No change 19,495 $546K
STRS Ohio 0.00% Add +7.8% 19,300 $540K
XTX Topco Ltd 0.02% Add +20.4% 17,594 $492K
Yousif Capital Management, LLC 0.01% Reduce -3.0% 17,137 $479K
EJF Capital LP 0.38% Add +2.6% 16,978 $475K
Avidian Wealth Enterprises, LLC 0.02% No change 16,517 $462K
Precedent Wealth Partners, LLC 0.11% No change 16,000 $448K
Verition Fund Management LLC 0.00% New 15,820 $443K
Sheets Smith Wealth Management 0.05% Add +2.1% 15,819 $443K
Comerica Bank 0.00% Reduce -3.3% 15,387 $431K
Corient Private Wealth LP 0.00% Reduce -0.1% 15,145 $424K
Voya Investment Management LLC 0.00% Add +0.9% 14,718 $412K
FMR LLC 0.00% Add +8.3% 14,631 $409K
Teachers Retirement System of the State of Kentucky 0.00% No change 14,624 $409K
Focus Partners Wealth 0.00% Add +0.4% 14,575 $408K
Arizona State Retirement System 0.00% Reduce -0.4% 14,491 $405K
Versant Capital Management, Inc 0.06% Reduce -0.4% 14,446 $404K
State Board of Administration of Florida Retirement System 0.00% No change 13,904 $389K
Maryland State Retirement & Pension System 0.01% Reduce -3.2% 13,463 $377K
New York State Common Retirement Fund 0.00% Reduce -21.2% 13,401 $375K
Amalgamated Bank 0.00% Reduce -3.5% 13,136 $368K
Harrell Investment Partners, LLC 0.09% No change 12,840 $359K
Avior Wealth Management, LLC 0.01% No change 12,333 $345K
Teacher Retirement System of Texas 0.00% Add +15.4% 12,129 $339K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 11,681 $327K
Police & Firemen's Retirement System of New Jersey 0.00% Add +9.3% 11,430 $320K
State of Tennessee, Department of Treasury 0.00% No change 11,068 $310K
Patron Partners, LLC 0.15% No change 10,658 $298K
Oregon Public Employees Retirement Fund 0.01% Reduce -3.7% 10,527 $295K
ProShare Advisors LLC 0.00% Reduce -9.2% 10,481 $293K
Public Employees Retirement Association of Colorado 0.00% No change 10,257 $287K
New York State Teachers Retirement System 0.00% No change 9,907 $277K
Pictet Asset Management Holding SA 0.00% Add +16.4% 9,778 $274K
Foundations Investment Advisors, LLC 0.00% Add +1.0% 9,303 $260K
KLP Kapitalforvaltning As 0.00% Reduce -11.4% 9,287 $260K
Tower Research Capital LLC (TRC) 0.01% Add +567.8% 9,155 $256K
Handelsbanken Fonder AB 0.00% No change 8,400 $235K
Victory Capital Management Inc. 0.00% Reduce -2.7% 8,388 $235K
Royal Bank of Canada 0.00% Reduce -10.8% 8,206 $229K
Waters Parkerson & Co., LLC 0.01% No change 8,000 $224K
Cetera Investment Advisers 0.00% Reduce -0.1% 7,788 $218K
Rahlfs Capital, LLC 0.19% No change 7,581 $212K
Bank of Montreal 0.00% Add +1.1% 7,536 $211K
Quadrant Capital Group LLC 0.01% Add +0.0% 7,533 $211K
Vident Advisory, LLC 0.00% New 7,214 $202K
SG Americas Securities, LLC 0.00% Reduce -5.5% 5,166 $145K
Ameritas Investment Partners, Inc. 0.00% No change 4,840 $135K
Jones Financial Companies LLLP 0.00% Add +134.0% 4,581 $129K
Nisa Investment Advisors, LLC 0.00% Reduce -6.2% 4,056 $113K
PNC Financial Services Group, Inc. 0.00% Add +2.7% 2,979 $83K
Plante Moran Financial Advisors, LLC 0.01% No change 2,970 $83K
AlphaQuest LLC 0.01% Reduce -57.0% 2,718 $76K
Advisors Asset Management, Inc. 0.00% Reduce -5.7% 2,531 $71K
Osaic Holdings, Inc. 0.00% New 2,217 $62K
Blue Trust, Inc. 0.00% Add +7.8% 2,010 $56K
KBC Group NV 0.00% Reduce -37.6% 1,982 $55K
Cwm, LLC 0.00% Add +18.2% 1,647 $46K
Summit Securities Group LLC 0.02% New 1,608 $45K
GAMMA Investing LLC 0.00% Reduce -9.8% 1,471 $41K
Sterling Capital Management LLC 0.00% Add +49.9% 1,271 $36K
Chilton Capital Management LLC 0.00% Reduce -64.1% 1,175 $33K
MAI Capital Management 0.00% Add +4.1% 1,041 $29K
EverSource Wealth Advisors, LLC 0.00% Add +464.7% 751 $21K
Parallel Advisors, LLC 0.00% Add +13.3% 663 $19K
Smartleaf Asset Management LLC 0.00% Reduce -35.1% 372 $10K
Signaturefd, LLC 0.00% Add +127.8% 262 $7K
Harbor Capital Advisors, Inc. 0.00% Add +29.4% 260 $7K
Lummis Asset Management, LP 0.00% No change 200 $6K
Twin Peaks Wealth Advisors, LLC 0.00% New 189 $6K
Clearstead Advisors, LLC 0.00% New 190 $5K
Fifth Third Bancorp 0.00% Add +500.0% 168 $5K
True Wealth Design, LLC 0.00% Add +559.1% 145 $4K
Bessemer Group Inc. 0.00% Reduce -49.8% 136 $4K
UMB Bank, n.a. 0.00% Add +58.1% 136 $4K
Brooklyn Investment Group 0.00% New 127 $4K
Allworth Financial LP 0.00% Add +480.0% 116 $3K
US Bancorp \de 0.00% New 102 $3K
Aster Capital Management (DIFC) Ltd 0.00% Reduce -4.8% 100 $3K
Rothschild Investment LLC 0.00% No change 85 $2K
Bare Financial Services, Inc 0.00% New 83 $2K
Hantz Financial Services, Inc. 0.00% New 68 $2K
Larson Financial Group LLC 0.00% Add +1300.0% 70 $2K
Geneos Wealth Management Inc. 0.00% New 41 $1K
Farmers & Merchants Investments Inc. 0.00% No change 31 $867
Arax Advisory Partners 0.00% New 30 $840
Parkside Financial Bank & Trust 0.00% Reduce -23.1% 20 $560
Essential Partners LLC 0.00% — 16 $448
Farther Finance Advisors, LLC 0.00% No change 9 $252
DecisionPoint Financial, LLC 0.00% New 7 $203
Covestor Ltd 0.00% Reduce -84.1% 7 $0

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