Who owns Stellar Bancorp (STEL)
Which tracked institutional funds hold STEL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See STEL company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
80 tracked funds added or opened STEL while 32 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
STEL’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes STEL more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in STEL divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 227 tracked filers holding STEL, 125 increased or opened the position and 88 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in STEL between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 33
- VANGUARD CAPITAL MANAGEMENT LLC$74M
- VANGUARD PORTFOLIO MANAGEMENT LLC$33M
- Magnetar Financial LLC$30M
- AQR Arbitrage LLC$25M
- Polar Asset Management Partners Inc.$19M
- WATER ISLAND CAPITAL LLC$16M
Full exits 12
- VANGUARD GROUP INC$101M
- North Reef Capital Management LP$89M
- WELLINGTON MANAGEMENT GROUP LLP$11M
- Empowered Funds, LLC$7M
- ROYCE & ASSOCIATES LP$4M
- Trexquant Investment LP$2M
Largest adds
- BALYASNY ASSET MANAGEMENT L.P.$45M
- JPMORGAN CHASE & CO$20M
- DIMENSIONAL FUND ADVISORS LP$19M
- STATE STREET CORP$14M
- UBS Group AG$10M
- BANK OF AMERICA CORP /DE/$7M
Largest trims
- BlackRock, Inc.$32M
- WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$15M
- MILLENNIUM MANAGEMENT LLC$13M
- BRIDGEWAY CAPITAL MANAGEMENT, LLC$10M
- Bank of New York Mellon Corp$5M
- TRUIST FINANCIAL CORP$3M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 6,344,688 | $249M | 17.3% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 2,499,218 | $91M | 6.3% | 2026-Q1 |
| STATE STREET CORP trimmed | 1,947,340 | $77M | 5.3% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 2,034,503 | $74M | 5.2% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 1,418,033 | $56M | 3.9% | 2026-Q2 |
| KING LUTHER CAPITAL MANAGEMENT CORP | 1,283,086 | $47M | 3.3% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,124,361 | $41M | 2.9% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 878,109 | $35M | 2.4% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 890,393 | $33M | 2.3% | 2026-Q1 |
| Magnetar Financial LLC | 812,216 | $32M | 2.2% | 2026-Q2 |
| NORTHERN TRUST CORP added | 740,348 | $27M | 1.9% | 2026-Q1 |
| AQR Arbitrage LLC new | 685,808 | $25M | 1.7% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 640,400 | $23M | 1.6% | 2026-Q1 |
| Polar Asset Management Partners Inc. new | 532,000 | $19M | 1.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 470,528 | $17M | 1.2% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 439,625 | $16M | 1.1% | 2026-Q1 |
| WATER ISLAND CAPITAL LLC new | 431,231 | $16M | 1.1% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 422,546 | $15M | 1.1% | 2026-Q1 |
| UBS Group AG added | 411,666 | $15M | 1.0% | 2026-Q1 |
| MORGAN STANLEY added | 404,720 | $15M | 1.0% | 2026-Q1 |
| TORONTO DOMINION BANK new | 381,400 | $14M | 1.0% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 327,066 | $12M | 0.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 325,715 | $12M | 0.8% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 296,871 | $12M | 0.8% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 314,250 | $12M | 0.8% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 282,786 | $11M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO new | 294,462 | $11M | 0.7% | 2026-Q1 |
| HighTower Advisors, LLC added | 279,753 | $10M | 0.7% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 222,055 | $8M | 0.6% | 2026-Q1 |
| Invesco Ltd. trimmed | 200,980 | $8M | 0.5% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 206,532 | $8M | 0.5% | 2026-Q1 |
| Verition Fund Management LLC added | 189,836 | $7M | 0.5% | 2026-Q1 |
| ALPINE ASSOCIATES MANAGEMENT INC. new | 188,650 | $7M | 0.5% | 2026-Q1 |
| Public Sector Pension Investment Board added | 163,437 | $6M | 0.4% | 2026-Q1 |
| Callahan Advisors, LLC trimmed | 162,161 | $6M | 0.4% | 2026-Q1 |
| ABC ARBITRAGE SA new | 159,824 | $6M | 0.4% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 142,565 | $6M | 0.4% | 2026-Q2 |
| FOCUS Wealth Advisors, LLC | 151,926 | $6M | 0.4% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 149,197 | $5M | 0.4% | 2026-Q1 |
| GARDNER LEWIS ASSET MANAGEMENT L P new | 143,313 | $5M | 0.4% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 127,928 | $5M | 0.3% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 120,241 | $4M | 0.3% | 2026-Q1 |
| HRT FINANCIAL LP added | 114,474 | $4M | 0.3% | 2026-Q1 |
| Legal & General Group Plc trimmed | 105,393 | $4M | 0.3% | 2026-Q1 |
| Nuveen, LLC trimmed | 100,709 | $4M | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 100,253 | $4M | 0.3% | 2026-Q1 |
| Swiss National Bank | 96,262 | $4M | 0.2% | 2026-Q1 |
| Jain Global LLC trimmed | 95,485 | $3M | 0.2% | 2026-Q1 |
| New York Life Investment Management LLC new | 95,213 | $3M | 0.2% | 2026-Q1 |
| Fortress Investment Group LLC new | 89,200 | $3M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 88,979 | $3M | 0.2% | 2026-Q1 |
| HARVEST MANAGEMENT LLC new | 88,000 | $3M | 0.2% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC new | 84,358 | $3M | 0.2% | 2026-Q1 |
| Texas Capital Bank Wealth Management Services Inc added | 82,209 | $3M | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 81,972 | $3M | 0.2% | 2026-Q1 |
| Segment Wealth Management, LLC trimmed | 79,999 | $3M | 0.2% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 76,199 | $3M | 0.2% | 2026-Q1 |
| Creative Planning added | 71,761 | $3M | 0.2% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed | 69,200 | $3M | 0.2% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 67,094 | $2M | 0.2% | 2026-Q1 |
| Financial Synergies Wealth Advisors, Inc. | 65,848 | $2M | 0.2% | 2026-Q1 |
| Paragon Capital Management LLC | 65,848 | $2M | 0.2% | 2026-Q1 |
| FMR LLC added | 60,480 | $2M | 0.2% | 2026-Q2 |
| CITIGROUP INC trimmed | 58,046 | $2M | 0.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 52,567 | $2M | 0.1% | 2026-Q2 |
| PRELUDE CAPITAL MANAGEMENT, LLC new | 51,637 | $2M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 58,945 | $2M | 0.1% | 2026-Q1 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC trimmed | 48,384 | $2M | 0.1% | 2026-Q1 |
| MANGROVE PARTNERS IM, LLC new | 45,302 | $2M | 0.1% | 2026-Q2 |
| BESSEMER GROUP INC trimmed | 48,509 | $2M | 0.1% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 46,826 | $2M | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 46,509 | $2M | 0.1% | 2026-Q1 |
| MCDANIEL TERRY & CO | 46,419 | $2M | 0.1% | 2026-Q1 |
| Clear Trail Advisors, LLC | 46,368 | $2M | 0.1% | 2026-Q1 |
| Beaumont Asset Management, L.L.C. new | 45,801 | $2M | 0.1% | 2026-Q1 |
| Virtu Financial LLC new | 44,892 | $2M | 0.1% | 2026-Q1 |
| Teton Advisors, LLC trimmed | 43,800 | $2M | 0.1% | 2026-Q1 |
| Versor Investments LP new | 42,054 | $2M | 0.1% | 2026-Q1 |
| HSBC HOLDINGS PLC new | 41,740 | $2M | 0.1% | 2026-Q1 |
| FCA CORP /TX added | 38,876 | $1M | 0.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 38,716 | $1M | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP added | 38,245 | $1M | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP new | 37,920 | $1M | 0.1% | 2026-Q1 |
| WOLVERINE ASSET MANAGEMENT LLC new | 36,922 | $1M | 0.1% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 34,980 | $1M | 0.1% | 2026-Q1 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC trimmed | 34,788 | $1M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 3,275,827 | $101M | 7.0% | 2025-Q4 stale |
| North Reef Capital Management LP added | 2,875,245 | $89M | 6.2% | 2025-Q4 stale |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 358,521 | $11M | 0.8% | 2025-Q4 stale |
| Cooper Financial Group | 310,293 | $9M | 0.7% | 2025-Q3 stale |
| Empowered Funds, LLC added | 216,249 | $7M | 0.5% | 2025-Q4 stale |
| ROYCE & ASSOCIATES LP trimmed | 120,797 | $4M | 0.3% | 2025-Q4 stale |
| Richard Bernstein Advisors LLC trimmed | 114,177 | $3M | 0.2% | 2025-Q1 stale |
| GREAT LAKES ADVISORS, LLC trimmed | 91,193 | $3M | 0.2% | 2025-Q2 stale |
| Trexquant Investment LP added | 72,828 | $2M | 0.2% | 2025-Q4 stale |
| Lighthouse Investment Partners, LLC | 64,117 | $2M | 0.1% | 2025-Q4 stale |
| Steward Partners Investment Advisory, LLC | 64,748 | $2M | 0.1% | 2025-Q2 stale |
| Teton Advisors, Inc. trimmed | 56,000 | $2M | 0.1% | 2025-Q2 stale |
| Curi RMB Capital, LLC | 50,000 | $1M | 0.1% | 2025-Q1 stale |
| MENDON CAPITAL ADVISORS CORP | 50,000 | $1M | 0.1% | 2025-Q1 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.