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-Q2 13F filings (latest filed 2026-09-22). 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
56 tracked funds added or opened STEL while 57 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 2026-Q1 and 2026-Q2, across 197 tracked filers holding STEL, 89 increased or opened the position and 133 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 2026-Q1 and 2026-Q2 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 13
- NEXPOINT ASSET MANAGEMENT, L.P.$5M
- Cannon Global Investment Management, LLC$2M
- MANGROVE PARTNERS IM, LLC$2M
- Centiva Capital, LP$2M
- Point72 Asset Management, L.P.$1M
- Arax Advisory Partners$1M
Full exits 30
- HighTower Advisors, LLC$10M
- Verition Fund Management LLC$7M
- HRT FINANCIAL LP$4M
- Jain Global LLC$3M
- New York Life Investment Management LLC$3M
- Fortress Investment Group LLC$3M
Largest adds
- BlackRock, Inc.$73M
- MILLENNIUM MANAGEMENT LLC$34M
- Qube Research & Technologies Ltd$33M
- GARDNER LEWIS ASSET MANAGEMENT L P$27M
- DIMENSIONAL FUND ADVISORS LP$10M
- TWO SIGMA INVESTMENTS, LP$10M
Largest trims
- GEODE CAPITAL MANAGEMENT, LLC$20M
- NORTHERN TRUST CORP$16M
- UBS Group AG$13M
- BALYASNY ASSET MANAGEMENT L.P.$13M
- VANGUARD PORTFOLIO MANAGEMENT LLC$8M
- AMERICAN CENTURY COMPANIES INC$6M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 6,344,688 | $249M | 20.2% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 2,581,607 | $102M | 8.2% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 2,026,800 | $80M | 6.5% | 2026-Q2 |
| STATE STREET CORP trimmed | 1,947,340 | $77M | 6.2% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 1,418,033 | $56M | 4.5% | 2026-Q2 |
| KING LUTHER CAPITAL MANAGEMENT CORP added | 1,285,316 | $51M | 4.1% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 977,587 | $38M | 3.1% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 878,109 | $35M | 2.8% | 2026-Q2 |
| GARDNER LEWIS ASSET MANAGEMENT L P added | 815,467 | $32M | 2.6% | 2026-Q2 |
| Magnetar Financial LLC | 812,216 | $32M | 2.6% | 2026-Q2 |
| AQR Arbitrage LLC added | 711,552 | $28M | 2.3% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 627,679 | $25M | 2.0% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 549,076 | $22M | 1.8% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 546,524 | $21M | 1.7% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 474,654 | $19M | 1.5% | 2026-Q2 |
| TORONTO DOMINION BANK added | 455,400 | $18M | 1.5% | 2026-Q2 |
| MORGAN STANLEY added | 418,411 | $16M | 1.3% | 2026-Q2 |
| Polar Asset Management Partners Inc. trimmed | 398,737 | $16M | 1.3% | 2026-Q2 |
| WATER ISLAND CAPITAL LLC trimmed | 383,227 | $15M | 1.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 357,235 | $14M | 1.1% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 321,664 | $13M | 1.0% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 313,886 | $12M | 1.0% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 296,871 | $12M | 0.9% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 289,221 | $11M | 0.9% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 284,640 | $11M | 0.9% | 2026-Q2 |
| ALPINE ASSOCIATES MANAGEMENT INC. added | 283,750 | $11M | 0.9% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 282,786 | $11M | 0.9% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 255,805 | $10M | 0.8% | 2026-Q2 |
| PRELUDE CAPITAL MANAGEMENT, LLC added | 229,638 | $9M | 0.7% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 220,521 | $9M | 0.7% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 214,141 | $8M | 0.7% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 206,247 | $8M | 0.7% | 2026-Q2 |
| Invesco Ltd. trimmed | 200,980 | $8M | 0.6% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 187,392 | $7M | 0.6% | 2026-Q2 |
| ABC ARBITRAGE SA added | 180,859 | $7M | 0.6% | 2026-Q2 |
| Callahan Advisors, LLC trimmed | 160,912 | $6M | 0.5% | 2026-Q2 |
| Public Sector Pension Investment Board trimmed | 157,453 | $6M | 0.5% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 153,441 | $6M | 0.5% | 2026-Q2 |
| FOCUS Wealth Advisors, LLC | 151,926 | $6M | 0.5% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 142,565 | $6M | 0.5% | 2026-Q2 |
| NEXPOINT ASSET MANAGEMENT, L.P. new | 138,128 | $5M | 0.4% | 2026-Q2 |
| XTX Topco Ltd added | 118,294 | $5M | 0.4% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 110,577 | $4M | 0.4% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 98,749 | $4M | 0.3% | 2026-Q2 |
| Swiss National Bank | 96,262 | $4M | 0.3% | 2026-Q2 |
| Texas Capital Bank Wealth Management Services Inc added | 89,267 | $4M | 0.3% | 2026-Q2 |
| CITIGROUP INC added | 81,078 | $3M | 0.3% | 2026-Q2 |
| Segment Wealth Management, LLC | 79,999 | $3M | 0.3% | 2026-Q2 |
| Quantinno Capital Management LP added | 79,256 | $3M | 0.3% | 2026-Q2 |
| Creative Planning added | 75,617 | $3M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 75,234 | $3M | 0.2% | 2026-Q2 |
| WOLVERINE ASSET MANAGEMENT LLC added | 70,935 | $3M | 0.2% | 2026-Q2 |
| Financial Synergies Wealth Advisors, Inc. | 65,848 | $3M | 0.2% | 2026-Q2 |
| Paragon Capital Management LLC | 65,848 | $3M | 0.2% | 2026-Q2 |
| Legal & General Group Plc trimmed | 65,701 | $3M | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 65,226 | $3M | 0.2% | 2026-Q2 |
| Nuveen, LLC trimmed | 65,223 | $3M | 0.2% | 2026-Q2 |
| FMR LLC added | 60,480 | $2M | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 58,045 | $2M | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 52,567 | $2M | 0.2% | 2026-Q2 |
| Cannon Global Investment Management, LLC new | 49,960 | $2M | 0.2% | 2026-Q2 |
| Beaumont Asset Management, L.L.C. added | 47,801 | $2M | 0.2% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC trimmed | 46,566 | $2M | 0.1% | 2026-Q2 |
| MCDANIEL TERRY & CO | 46,419 | $2M | 0.1% | 2026-Q2 |
| Clear Trail Advisors, LLC | 46,368 | $2M | 0.1% | 2026-Q2 |
| Versor Investments LP added | 46,173 | $2M | 0.1% | 2026-Q2 |
| MANGROVE PARTNERS IM, LLC new | 45,302 | $2M | 0.1% | 2026-Q2 |
| Teton Advisors, LLC trimmed | 42,800 | $2M | 0.1% | 2026-Q2 |
| UBS Group AG trimmed | 41,489 | $2M | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 41,210 | $2M | 0.1% | 2026-Q2 |
| Centiva Capital, LP new | 40,747 | $2M | 0.1% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 38,956 | $2M | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC trimmed | 34,832 | $1M | 0.1% | 2026-Q2 |
| ACADEMY CAPITAL MANAGEMENT added | 34,720 | $1M | 0.1% | 2026-Q2 |
| Kintayl Capital LP added | 34,435 | $1M | 0.1% | 2026-Q2 |
| Point72 Asset Management, L.P. new | 31,220 | $1M | 0.1% | 2026-Q2 |
| Arax Advisory Partners added | 30,806 | $1M | 0.1% | 2026-Q2 |
| Inscription Capital, LLC added | 29,202 | $1M | 0.1% | 2026-Q2 |
| Oxbow Advisors, LLC | 28,368 | $1M | 0.1% | 2026-Q2 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 26,525 | $1M | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 26,350 | $1M | 0.1% | 2026-Q2 |
| Rafferty Asset Management, LLC trimmed | 26,164 | $1M | 0.1% | 2026-Q2 |
| BARCLAYS PLC trimmed | 26,140 | $1M | 0.1% | 2026-Q2 |
| SFMG, LLC added | 25,159 | $989K | 0.1% | 2026-Q2 |
| Bridgewater Associates, LP new | 24,010 | $944K | 0.1% | 2026-Q2 |
| Crossmark Global Holdings, Inc. added | 23,844 | $938K | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 23,575 | $927K | 0.1% | 2026-Q2 |
| OCCUDO QUANTITATIVE STRATEGIES LP new | 22,550 | $887K | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 21,684 | $853K | 0.1% | 2026-Q2 |
| State of Tennessee, Department of Treasury trimmed | 21,270 | $836K | 0.1% | 2026-Q2 |
| Beacon Pointe Advisors, LLC | 20,439 | $804K | 0.1% | 2026-Q2 |
| Louisiana State Employees Retirement System | 20,300 | $743K | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 19,674 | $774K | 0.1% | 2026-Q2 |
| Jupiter Topco LLC new | 19,495 | $765K | 0.1% | 2026-Q2 |
| OP Asset Management Ltd new | 18,971 | $746K | 0.1% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 17,701 | $696K | 0.1% | 2026-Q2 |
| Argent Trust Co | 17,258 | $679K | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 17,240 | $678K | 0.1% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 16,850 | $663K | 0.1% | 2026-Q2 |
| ProShare Advisors LLC trimmed | 16,735 | $658K | 0.1% | 2026-Q2 |
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.