Stellar Bancorp Ownership | Who Owns Stellar Bancorp?
Stellar Bancorp Ownership Summary
Stellar Bancorp is owned by 20.65% institutional investors, 9.98% insiders, and 69.37% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 13.04% of STEL shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.47% of its assets in Stellar Bancorp shares.
STEL Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Stellar Bancorp | 20.65% | 9.98% | 69.37% |
| Industry | Regional Banks Stocks | 38.44% | 12.57% | 48.99% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 6.75M | 13.04% | $247.03M |
| Vanguard group | 3.28M | 6.41% | $101.35M |
| Dimensional fund advisors lp | 2.50M | 4.83% | $91.49M |
| State street | 2.13M | 4.11% | $77.91M |
| Balyasny asset management | 1.29M | 2.50% | $47.38M |
| King luther capital management | 1.28M | 2.48% | $46.97M |
| Geode capital management | 1.12M | 2.17% | $41.17M |
| Magnetar financial | 812.22K | 1.57% | $29.74M |
| Northern trust | 740.35K | 1.43% | $27.10M |
| Aqr arbitrage | 685.81K | 1.33% | $25.11M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Versor investments lp | 42.05K | 3.77% | $1.54M |
| Focus wealth advisors | 151.93K | 2.72% | $5.56M |
| Water island capital | 431.23K | 1.76% | $15.79M |
| Harvest management | 88.00K | 1.56% | $3.22M |
| Paragon capital management | 65.85K | 1.19% | $2.41M |
| Gardner lewis asset management l p | 143.31K | 1.14% | $5.25M |
| Fortress investment group | 89.20K | 0.83% | $3.27M |
| Abc arbitrage sa | 159.82K | 0.78% | $5.85M |
| Beaumont asset management | 45.80K | 0.75% | $1.68M |
| Carlton hofferkamp & jenks wealth management | 48.38K | 0.61% | $1.82M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Balyasny asset management | 1.29M | 0.06% | 1.22M |
| Magnetar financial | 812.22K | 0.30% | 812.22K |
| Aqr arbitrage | 685.81K | 0.41% | 685.81K |
| Jpmorgan chase | 640.40K | 0.00% | 543.12K |
| Polar asset management partners | 532.00K | 0.39% | 532.00K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| North reef capital management lp | - | - | -2.88M |
| Millennium management | 589.48K | 0.01% | -522.88K |
| William blair investment management | 34.79K | 0.00% | -479.84K |
| Wellington management group llp | - | - | -358.52K |
| Bridgeway capital management | 69.20K | 0.05% | -327.29K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Magnetar financial | 812.22K | 0.30% | 812.22K | $29.74M |
| Aqr arbitrage | 685.81K | 0.41% | 685.81K | $25.11M |
| Polar asset management partners | 532.00K | 0.39% | 532.00K | $19.48M |
| Water island capital | 431.23K | 1.76% | 431.23K | $15.79M |
| Toronto dominion bank | 381.40K | 0.02% | 381.40K | $13.96M |
Sold Out
| Holder | Change |
|---|---|
| Quarry lp | -39.00 |
| Srs capital advisors | -62.00 |
| Marquette asset management | -67.00 |
| Wealthspire advisors | -81.00 |
| Clearstead advisors | -190.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 111 | -42.19% | 10,688,248 | -66.50% | 20 | 0.54% | 48 | -42.17% | 33 | -53.52% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 2.79M | 5.47% | 654.00 |
| Vanguard Total Stock Mkt Idx Inv | 1.48M | 2.92% | 6.47K |
| iShares Russell 2000 ETF | 1.09M | 2.14% | 9.16K |
| Vanguard Institutional Extnd Mkt Idx Tr | 514.01K | 1.01% | 6.11K |
| DFA US Small Cap Value I | 503.32K | 0.99% | 25.75K |
| Fidelity Small Cap Index | 459.17K | 0.90% | 7.94K |
| William Blair Small Cap Value I | 444.97K | 0.87% | 41.32K |
| State Street SPDR Port S&P 600 Sm CpETF | 419.12K | 0.82% | 146.00 |
| SPDR® Portfolio S&P 600™ Sm Cap ETF | 404.33K | 0.79% | 4.88K |
| iShares Russell 2000 Value ETF | 393.46K | 0.77% | 2.12K |
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 Q2 | - | - |
| 2026 Q1 | - | - |
| 2025 Q4 | - | - |
| 2025 Q3 | - | - |
| 2025 Q2 | - | - |
STEL Ownership FAQ
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