Stellar BancorpSTEL

13F holders, Q3 2025 (September 30)
191holders +8
19new positions
12sold out
3famous investors
$30.34avg. 13F price*

At the end of Q3 2025, 191 institutions reported holding Stellar Bancorp Inc. (STEL) in their 13F filings, up 8 from Q2 2025. 19 opened new positions and 12 sold out. The largest holders were BlackRock, Inc. ($203.5M), Vanguard Group Inc. ($98.8M) and Dimensional Fund Advisors LP ($69.7M). 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions19$8.1M
Exits12$5.8M

All 13F filers, Q2 2025 → Q3 2025: 1,824,532 shares bought and 1,454,127 shares sold, net +370,405 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 191 holders

BlackRock, Inc. 0.00% Reduce -1.2% 6,708,303 $203.5M
Vanguard Group Inc. 0.00% Add +0.0% 3,257,078 $98.8M
Dimensional Fund Advisors LP 0.01% Add +2.1% 2,298,419 $69.7M
State Street Corp. 0.00% Add +3.5% 2,190,828 $66.5M
North Reef Capital Management LP 2.60% Add +18.8% 1,829,937 $55.5M
King Luther Capital Management Corp. 0.16% No change 1,283,086 $38.9M
Millennium Management 0.03% Add +34.6% 1,237,830 $37.6M
William Blair Investment Management, LLC 0.09% Add +8.1% 1,154,945 $35.0M
Geode Capital Management, LLC 0.00% Add +1.1% 1,109,028 $33.7M
Northern Trust Corp. 0.00% Add +0.1% 760,311 $23.1M
American Century Companies Inc. 0.01% Reduce -0.5% 734,139 $22.3M
Bank of New York Mellon Corp 0.00% Add +60.9% 646,117 $19.6M
Charles Schwab Investment Management Inc. 0.00% Add +2.0% 429,693 $13.0M
Bridgeway Capital Management, LLC 0.26% Add +3.1% 405,746 $12.3M
Wellington Management Group LLP 0.00% Reduce -40.6% 380,576 $11.5M
Morgan Stanley 0.00% Reduce -16.6% 328,057 $10.0M
Invesco Ltd. 0.00% Add +18.4% 321,305 $9.7M
Cooper Financial Group 1.04% No change 310,293 $9.4M
Goldman Sachs Group Inc. 0.00% Add +10.7% 292,170 $8.9M
HighTower Advisors, LLC 0.01% Reduce -2.5% 279,101 $8.5M
Principal Financial Group Inc. 0.00% Reduce -1.8% 223,199 $6.8M
Mercer Global Advisors Inc. 0.01% Reduce -0.2% 202,840 $6.2M
Empowered Funds, LLC 0.06% Add +6.5% 197,606 $6.0M
Citadel Advisors 0.00% Add +288.7% 181,271 $5.5M
Public Sector Pension Investment Board 0.02% Add +15.4% 180,246 $5.5M
Ameriprise Financial Inc. 0.00% Add +2.4% 179,246 $5.4M
FOCUS Wealth Advisors, LLC 2.49% Reduce -12.8% 170,896 $5.2M
Bank of America Corp. 0.00% Add +16.7% 170,574 $5.2M
UBS Group AG 0.00% Add +55.7% 169,203 $5.1M
ExodusPoint Capital Management, LP 0.07% Add +16.0% 165,158 $5.0M
Callahan Advisors, LLC 0.42% Add +0.0% 162,733 $4.9M
Truist Financial Corp. 0.01% Reduce -16.1% 147,108 $4.5M
Carlton Hofferkamp & Jenks Wealth Management, LLC 1.45% Add +0.0% 144,647 $4.3M
Rhumbline Advisers 0.00% Reduce -3.5% 138,709 $4.2M
Royce & Associates LP 0.04% Reduce -3.5% 132,439 $4.0M
Legal & General Group Plc 0.00% Reduce -4.3% 123,597 $3.7M
Nuveen, LLC 0.00% No change 105,531 $3.2M
Two Sigma Investments, LP 0.00% New 100,694 $3.1M
Swiss National Bank 0.00% No change 94,862 $2.9M
Segment Wealth Management, LLC 0.15% Add +0.0% 79,968 $2.4M
JPMorgan Chase & Co. 0.00% Add +2.0% 78,154 $2.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -44.5% 76,222 $2.3M
First Trust Advisors LP 0.00% Add +0.3% 75,168 $2.3M
AQR Capital Management 0.00% Add +89.3% 70,113 $2.1M
Barclays PLC 0.00% Reduce -34.0% 69,556 $2.1M
Paragon Capital Management LLC 0.96% No change 65,848 $2.0M
Financial Synergies Wealth Advisors, Inc. 0.20% No change 65,848 $2.0M
Lighthouse Investment Partners, LLC 0.07% New 64,117 $1.9M
Teton Advisors, LLC 1.04% — 55,500 $1.7M
Creative Planning 0.00% Add +41.6% 54,184 $1.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +5.7% 53,711 $1.6M
Alliancebernstein L.P. 0.00% No change 51,455 $1.6M
Rafferty Asset Management, LLC 0.00% Add +26.5% 49,363 $1.5M
California State Teachers Retirement System 0.00% Add +0.0% 46,774 $1.4M
Prudential Financial Inc. 0.00% Reduce -3.0% 46,540 $1.4M
McDaniel Terry & Co. 0.11% No change 46,419 $1.4M
Citigroup Inc. 0.00% Reduce -34.9% 45,980 $1.4M
Jane Street Group, LLC 0.00% Reduce -10.2% 43,530 $1.3M
Deutsche Bank AG 0.00% Add +19.1% 41,605 $1.3M
T. Rowe Price Associates Inc. 0.00% Add +2.2% 41,112 $1.2M
Fca Corp. 0.34% Reduce -0.6% 40,390 $1.2M
Wells Fargo & Company 0.00% Add +19.4% 36,252 $1.1M
Brandywine Global Investment Management, LLC 0.01% Reduce -3.6% 34,893 $1.1M
Integrated Wealth Concepts LLC 0.01% Add +0.2% 34,823 $1.1M
Academy Capital Management 0.15% Reduce -6.0% 34,720 $1.1M
Icon Wealth Advisors, LLC 0.07% No change 33,755 $1.0M
Thrivent Financial for Lutherans 0.00% Reduce -1.0% 33,343 $1.0M
Oxbow Advisors, LLC 0.09% No change 30,464 $924K
Hancock Whitney Corp. 0.02% Add +0.4% 30,236 $917K
MetLife Investment Management, LLC 0.00% Reduce -0.7% 29,013 $880K
WJ Interests, LLC 0.34% Add +0.0% 27,511 $835K
Sfmg, LLC 0.06% Reduce -18.3% 27,150 $824K
State of Alaska, Department of Revenue 0.01% Reduce -6.9% 25,418 $770K
Quantinno Capital Management LP 0.00% New 23,978 $728K
Illinois Municipal Retirement Fund 0.01% Reduce -4.9% 23,852 $724K
Crossmark Global Holdings, Inc. 0.01% No change 23,843 $723K
Inscription Capital, LLC 0.08% No change 23,592 $716K
Manufacturers Life Insurance Company, The 0.00% Reduce -3.9% 23,266 $706K
Russell Investments Group, Ltd. 0.00% Reduce -1.3% 23,205 $704K
Linscomb Wealth, Inc. 0.03% No change 22,712 $689K
Rockefeller Capital Management L.P. 0.00% Reduce -0.9% 22,502 $683K
STRS Ohio 0.00% Add +15.5% 22,300 $677K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -15.8% 21,725 $659K
Louisiana State Employees Retirement System 0.01% Reduce -0.9% 21,200 $643K
Cambridge Investment Research Advisors, Inc. 0.00% No change 20,035 $608K
Argent Trust Co 0.02% Reduce -9.1% 19,908 $604K
Commonwealth Equity Services, LLC 0.00% Reduce -0.1% 19,623 $595K
Janus Henderson Group PLC 0.00% No change 19,495 $592K
Intech Investment Management LLC 0.01% Reduce -49.0% 19,396 $588K
U.S. Capital Wealth Advisors, LLC 0.02% Reduce -19.9% 19,304 $586K
EJF Capital LP 0.31% Add +3.5% 17,564 $533K
Avidian Wealth Enterprises, LLC 0.02% Add +0.2% 16,552 $502K
Sheets Smith Wealth Management 0.06% Add +1.6% 16,071 $488K
Precedent Wealth Partners, LLC 0.11% No change 16,000 $485K
Susquehanna International Group, LLP 0.00% Reduce -80.6% 15,236 $462K
Corient Private Wealth LP 0.00% Add +0.3% 15,195 $461K
Arizona State Retirement System 0.00% Reduce -0.1% 14,470 $439K
Versant Capital Management, Inc 0.06% No change 14,446 $438K
Focus Partners Wealth 0.00% Reduce -1.3% 14,392 $437K
Yousif Capital Management, LLC 0.00% Reduce -16.7% 14,268 $433K
SG Americas Securities, LLC 0.00% Add +174.2% 14,163 $430K
Balyasny Asset Management L.P. 0.00% New 13,974 $424K
State Board of Administration of Florida Retirement System 0.00% No change 13,904 $422K
Amalgamated Bank 0.00% Add +3.4% 13,587 $412K
New York State Common Retirement Fund 0.00% No change 13,401 $407K
LPL Financial LLC 0.00% New 13,162 $399K
Teachers Retirement System of the State of Kentucky 0.00% Reduce -10.7% 13,067 $397K
Police & Firemen's Retirement System of New Jersey 0.00% Add +14.3% 13,059 $396K
Crestmont Private Wealth LLC 0.13% Reduce -41.4% 12,729 $386K
Comerica Bank 0.00% Reduce -18.2% 12,580 $382K
MQS Management LLC 0.22% New 12,363 $375K
Avior Wealth Management, LLC 0.01% No change 12,333 $374K
Dark Forest Capital Management LP 0.01% Reduce -53.5% 12,038 $365K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -97.1% 11,770 $357K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 11,681 $354K
Teacher Retirement System of Texas 0.00% Reduce -5.1% 11,508 $349K
State of Tennessee, Department of Treasury 0.00% No change 11,068 $336K
Ieq Capital, LLC 0.00% New 10,667 $324K
Patron Partners, LLC 0.15% No change 10,658 $323K
Oregon Public Employees Retirement Fund 0.00% Reduce -0.9% 10,427 $316K
Public Employees Retirement Association of Colorado 0.00% No change 10,257 $311K
New York State Teachers Retirement System 0.00% Reduce -1.0% 9,807 $298K
KLP Kapitalforvaltning As 0.00% Add +5.4% 9,787 $297K
Pictet Asset Management Holding SA 0.00% No change 9,778 $297K
Beacon Pointe Advisors, LLC 0.00% Reduce -67.7% 9,758 $296K
Foundations Investment Advisors, LLC 0.00% Reduce -1.0% 9,208 $279K
ProShare Advisors LLC 0.00% Reduce -15.6% 8,850 $269K
Voya Investment Management LLC 0.00% Reduce -40.1% 8,812 $267K
Handelsbanken Fonder AB 0.00% No change 8,400 $255K
Evergreen Capital Management LLC 0.01% New 8,177 $248K
Cetera Investment Advisers 0.00% Add +4.2% 8,116 $246K
Waters Parkerson & Co., LLC 0.01% No change 8,000 $243K
Harrell Investment Partners, LLC 0.06% Reduce -38.2% 7,940 $241K
Rahlfs Capital, LLC 0.18% No change 7,581 $230K
Quadrant Capital Group LLC 0.01% No change 7,533 $229K
Victory Capital Management Inc. 0.00% Reduce -13.6% 7,251 $220K
Cerity Partners LLC 0.00% New 6,844 $208K
Sunbelt Securities, Inc. 0.01% Reduce -80.3% 6,808 $207K
Maryland State Retirement & Pension System 0.00% Reduce -50.4% 6,675 $203K
FMR LLC 0.00% Reduce -60.4% 5,801 $176K
Mather Group, Llc. 0.00% New 4,916 $149K
Jones Financial Companies LLLP 0.00% Add +0.2% 4,591 $140K
AlphaQuest LLC 0.01% Add +60.1% 4,351 $132K
Nisa Investment Advisors, LLC 0.00% Add +4.3% 4,232 $128K
Ameritas Investment Partners, Inc. 0.00% Reduce -18.8% 3,931 $119K
Aquatic Capital Management LLC 0.00% New 3,704 $112K
Cwm, LLC 0.00% Add +102.4% 3,334 $101K
Sterling Capital Management LLC 0.00% Add +156.3% 3,258 $99K
PNC Financial Services Group, Inc. 0.00% Reduce -0.3% 2,971 $90K
Plante Moran Financial Advisors, LLC 0.01% No change 2,970 $90K
iSAM Funds (UK) Ltd 0.02% New 2,738 $83K
Tower Research Capital LLC (TRC) 0.00% Reduce -72.2% 2,549 $77K
Osaic Holdings, Inc. 0.00% Add +0.5% 2,229 $67K
KBC Group NV 0.00% No change 1,982 $60K
GAMMA Investing LLC 0.00% Add +6.4% 1,565 $47K
Arax Advisory Partners 0.00% Add +4743.3% 1,453 $44K
Royal Bank of Canada 0.00% Reduce -83.8% 1,326 $40K
Advisors Asset Management, Inc. 0.00% Reduce -49.5% 1,279 $39K
Chilton Capital Management LLC 0.00% No change 1,175 $36K
MAI Capital Management 0.00% Reduce -3.9% 1,000 $30K
EverSource Wealth Advisors, LLC 0.00% Add +3.3% 776 $24K
Parallel Advisors, LLC 0.00% Reduce -5.4% 627 $19K
Smartleaf Asset Management LLC 0.00% Add +54.8% 576 $17K
Quarry LP 0.00% New 518 $16K
Signaturefd, LLC 0.00% Add +10.3% 289 $9K
Harbor Capital Advisors, Inc. 0.00% Add +3.1% 268 $8K
Optiver Holding B.V. 0.00% New 256 $8K
Lummis Asset Management, LP 0.00% No change 200 $6K
Clearstead Advisors, LLC 0.00% No change 190 $6K
Fifth Third Bancorp 0.00% Add +4.2% 175 $5K
Bessemer Group Inc. 0.00% Add +31.6% 179 $5K
UMB Bank, n.a. 0.00% Add +9.6% 149 $5K
True Wealth Design, LLC 0.00% No change 145 $4K
Allworth Financial LP 0.00% Add +12.9% 131 $4K
Essential Partners LLC 0.00% Add +568.8% 107 $3K
US Bancorp \de 0.00% No change 102 $3K
Bare Financial Services, Inc 0.00% No change 83 $3K
Wealthspire Advisors, LLC 0.00% New 81 $2K
Salomon & Ludwin, LLC 0.00% New 78 $2K
Marquette Asset Management, LLC 0.00% New 67 $2K
Larson Financial Group LLC 0.00% Reduce -4.3% 67 $2K
Hantz Financial Services, Inc. 0.00% No change 68 $2K
Rothschild Investment LLC 0.00% Reduce -23.5% 65 $2K
IFP Advisors, Inc 0.00% Add +0.0% 50 $2K
Farmers & Merchants Investments Inc. 0.00% No change 31 $941
Parkside Financial Bank & Trust 0.00% No change 20 $608
Farther Finance Advisors, LLC 0.00% Add +88.9% 17 $516
Financial Consulate, Inc. 0.00% New 16 $486
DecisionPoint Financial, LLC 0.00% No change 7 $210
Caitong International Asset Management Co., Ltd 0.00% New 1 $30
Covestor Ltd 0.00% Reduce -57.1% 3 $0

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