Stellar Bancorp Ownership | Who Owns Stellar Bancorp?
Stellar Bancorp Ownership Summary
Stellar Bancorp is owned by 10.55% institutional investors, 9.98% insiders, and 79.47% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 13.02% of STEL shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.51% of its assets in Stellar Bancorp shares.
STEL Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Stellar Bancorp | 10.55% | 9.98% | 79.47% |
| Industry | Regional Banks Stocks | 31.54% | 12.70% | 55.76% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 6.74M | 13.02% | $208.46M |
| Vanguard group | 3.28M | 6.41% | $101.35M |
| Dimensional fund advisors lp | 2.35M | 4.53% | $72.56M |
| King luther capital management | 1.28M | 2.48% | $39.70M |
| Geode capital management | 1.10M | 2.13% | $34.13M |
| Bank of new york mellon | 560.50K | 1.08% | $17.34M |
| William blair investment management | 514.63K | 0.99% | $15.92M |
| Goldman sachs group | 429.12K | 0.83% | $13.28M |
| Morgan stanley | 374.98K | 0.72% | $11.60M |
| Hightower advisors | 278.33K | 0.54% | $8.61M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Focus wealth advisors | 151.93K | 2.19% | $4.70M |
| Carlton hofferkamp & jenks wealth management | 121.46K | 1.26% | $3.76M |
| Callahan advisors | 162.23K | 0.41% | $5.02M |
| Mqs management | 18.43K | 0.34% | $570.29K |
| Fca corp /tx | 38.12K | 0.33% | $1.18M |
| Financial synergies wealth advisors | 65.85K | 0.20% | $2.04M |
| Rahlfs capital | 7.58K | 0.18% | $234.56K |
| King luther capital management | 1.28M | 0.16% | $39.70M |
| Segment wealth management | 83.08K | 0.15% | $2.57M |
| Patron partners | 10.66K | 0.15% | $329.76K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Goldman sachs group | 429.12K | 0.00% | 136.94K |
| Bessemer group | 98.61K | 0.00% | 98.43K |
| Morgan stanley | 374.98K | 0.00% | 46.92K |
| Dimensional fund advisors lp | 2.35M | 0.02% | 46.66K |
| Texas capital bank wealth management services | 38.58K | 0.07% | 38.58K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| William blair investment management | 514.63K | 0.04% | -640.32K |
| Cooper financial group | - | - | -310.29K |
| Bank of new york mellon | 560.50K | 0.00% | -85.62K |
| Wj interests | - | - | -27.51K |
| Carlton hofferkamp & jenks wealth management | 121.46K | 1.26% | -23.19K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Texas capital bank wealth management services | 38.58K | 0.07% | 38.58K | $1.19M |
| Franklin resources | 31.74K | 0.00% | 31.74K | $981.91K |
| Americana partners | 19.76K | 0.02% | 19.76K | $611.47K |
| Campbell & co investment adviser | 9.75K | 0.01% | 9.75K | $301.67K |
| Drw securities | 7.10K | 0.01% | 7.10K | $219.55K |
Sold Out
| Holder | Change |
|---|---|
| Caitong asset management | -1.00 |
| Marquette asset management | -67.00 |
| Wealthspire advisors | -81.00 |
| Clearstead advisors | -190.00 |
| Bryn mawr trust | -259.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 65 | -65.79% | 5,390,498 | -82.93% | 10 | 0.28% | 26 | -69.41% | 23 | -64.06% |
| Sep 30, 2025 | 189 | 3.85% | 31,583,333 | 1.05% | 61 | 1.67% | 85 | 4.94% | 64 | -1.54% |
| Jun 30, 2025 | 182 | -4.71% | 31,255,930 | 3.62% | 60 | 1.88% | 81 | - | 65 | - |
| Mar 31, 2025 | 191 | 8.52% | 30,163,789 | 6.65% | 56 | 2.03% | 81 | 2.53% | 65 | 22.64% |
| Dec 31, 2024 | 176 | 1.15% | 28,283,054 | -3.33% | 52 | 1.77% | 79 | -5.95% | 53 | -1.85% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 2.80M | 5.51% | -353.30K |
| Vanguard Total Stock Mkt Idx Inv | 1.46M | 2.87% | 9.56K |
| iShares Russell 2000 ETF | 1.13M | 2.23% | 110.54K |
| Vanguard Institutional Extnd Mkt Idx Tr | 501.26K | 0.99% | 2.24K |
| Fidelity Small Cap Index | 472.67K | 0.93% | 888.00 |
| DFA US Small Cap Value I | 455.95K | 0.90% | - |
| William Blair Small Cap Value I | 444.97K | 0.87% | 41.32K |
| State Street SPDR Port S&P 600 Sm CpETF | 427.88K | 0.84% | - |
| iShares Russell 2000 Value ETF | 404.17K | 0.80% | -53.33K |
| SPDR® Portfolio S&P 600™ Sm Cap ETF | 404.33K | 0.79% | 4.88K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 22, 2024 | Long Justin M | SEVP, GC & Secretary | Sell | $126.04K |
| Nov 11, 2024 | Wilson William E Jr | - | Sell | $726.72K |
| Nov 06, 2024 | Vitulli, III Ramon A. | President | Sell | $270.09K |
| Nov 06, 2024 | Wilson William E Jr | - | Sell | $13.51K |
| Oct 29, 2024 | Egge Paul P | Senior Executive VP, CFO | Sell | $8.96K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | - |
| 2025 Q4 | - | - |
| 2025 Q3 | - | - |
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
STEL Ownership FAQ
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