Stellar Bancorp Ownership | Who Owns Stellar Bancorp?

Overview Forecast RevenueFinancials Chart Transcripts

Stellar Bancorp Ownership Summary

Stellar Bancorp is owned by 60.54% institutional investors, 9.81% insiders, and 29.66% 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 5.31% of its assets in Stellar Bancorp shares.

STEL Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Stellar Bancorp	60.54%	9.81%	29.66%
Sector	Financial Services Stocks	51.64%	15.54%	32.82%
Industry	Regional Banks Stocks	54.07%	12.53%	33.40%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	6.71M	13.02%	$203.53M
Vanguard group	3.26M	6.32%	$98.82M
Dimensional fund advisors lp	2.30M	4.46%	$69.73M
King luther capital management	1.28M	2.49%	$38.93M
William blair investment management	1.15M	2.24%	$35.04M
Geode capital management	1.11M	2.15%	$33.65M
American century companies	734.14K	1.42%	$22.27M
Bank of new york mellon	646.12K	1.25%	$19.60M
Charles schwab investment management	429.69K	0.83%	$13.04M
Cooper financial group	310.29K	0.60%	$9.41M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Focus wealth advisors	170.90K	2.49%	$5.18M
Carlton hofferkamp & jenks wealth management	144.65K	1.45%	$4.31M
Cooper financial group	310.29K	1.04%	$9.41M
Paragon capital management	65.85K	0.96%	$2.00M
Teton advisors	56.00K	0.95%	$1.57M
Callahan advisors	162.73K	0.42%	$4.94M
Wj interests	27.51K	0.34%	$834.70K
Ejf capital	17.56K	0.31%	$532.89K
Mqs management	12.36K	0.22%	$375.09K
Financial synergies wealth advisors	65.85K	0.20%	$2.00M

Top Buyers

Holder	Shares	% Assets	Change
Bank of new york mellon	646.12K	0.00%	244.48K
William blair investment management	1.15M	0.09%	86.36K
Exoduspoint capital management, lp	142.38K	0.03%	57.50K
Dimensional fund advisors lp	2.30M	0.01%	47.99K
Public sector pension investment board	180.25K	0.02%	24.04K

Top Sellers

Holder	Shares	% Assets	Change
Commonwealth of pennsylvania public school empls retrmt sys	11.77K	0.00%	-395.19K
Balyasny asset management	-	-	-199.46K
Elizabeth park capital advisors	-	-	-186.22K
Richard bernstein advisors	-	-	-114.18K
Great lakes advisors	-	-	-91.19K

New Positions

Holder	Shares	% Assets	Change	Value
Verition fund management	15.82K	0.00%	15.82K	$442.64K
Mqs management	12.36K	0.22%	12.36K	$375.09K
Evergreen capital management	8.18K	0.01%	8.18K	$248.09K
Cerity partners	6.84K	0.00%	6.84K	$207.65K
Bryn mawr trust	259.00	0.00%	259.00	$7.86K

Sold Out

Holder	Change
Ifp advisors	-6.00
Geowealth management	-11.00
Stephens consulting	-15.00
Physician wealth advisors	-26.00
Geneos wealth management	-41.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2025	180	-5.26%	31,194,580	3.54%	60	1.88%	82	1.23%	62	-3.13%
Mar 31, 2025	189	7.39%	30,109,706	6.46%	56	2.03%	80	1.27%	64	20.75%
Dec 31, 2024	179	2.87%	30,490,525	4.22%	56	1.91%	81	-3.57%	54	-
Sep 30, 2024	174	6.10%	29,257,243	1.25%	54	1.88%	84	6.33%	54	1.89%
Jun 30, 2024	164	0.61%	28,895,807	1.95%	53	1.91%	79	27.42%	53	-5.36%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	2.72M	5.31%	-
Vanguard Total Stock Mkt Idx Inv	1.42M	2.77%	-43.48K
Vanguard US Total Market Shares ETF	1.44M	2.76%	2.14K
iShares Russell 2000 ETF	1.14M	2.23%	-
Avantis US Small Cap Value ETF	556.67K	1.08%	-
Vanguard Institutional Extnd Mkt Idx Tr	488.90K	0.95%	-214.82K
Fidelity Small Cap Index	470.67K	0.92%	-26.75K
DFA US Small Cap Value I	455.18K	0.89%	-
William Blair Small Cap Value I	444.97K	0.87%	41.32K
iShares S&P Small-Cap 600 Value ETF	426.88K	0.83%	-

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
2025 Q4	-	-
2025 Q3	-	-
2025 Q2	-	-
2025 Q1	-	-
2024 Q4	-	6

STEL Ownership FAQ

Who Owns Stellar Bancorp?

Stellar Bancorp shareholders are primarily institutional investors at 60.54%, followed by 9.81% insiders and 29.65% retail investors. The average institutional ownership in Stellar Bancorp's industry, Regional Banks Stocks, is 54.07%, which Stellar Bancorp exceeds.

Who owns the most shares of Stellar Bancorp?

Stellar Bancorp’s largest shareholders are Blackrock funding, inc. /de (6.71M shares, 13.02%), Vanguard group (3.26M shares, 6.32%), and Dimensional fund advisors lp (2.3M shares, 4.46%). Together, they hold 23.80% of Stellar Bancorp’s total shares outstanding.

Does Blackrock own Stellar Bancorp?

BlackRock is not among the top 10 institutional shareholders of Stellar Bancorp.

Who is Stellar Bancorp’s biggest shareholder by percentage of total assets invested?

Focus wealth advisors is Stellar Bancorp’s biggest shareholder by percentage of total assets invested, with 2.49% of its assets in 170.9K Stellar Bancorp shares, valued at 5.18M$.

Who is the top mutual fund holder of Stellar Bancorp shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of Stellar Bancorp shares, with 5.31% of its total shares outstanding invested in 2.72M Stellar Bancorp shares.

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