Stellar Bancorp Ownership | Who Owns Stellar Bancorp?
Stellar Bancorp Ownership Summary
Stellar Bancorp is owned by 16.14% institutional investors, 9.79% insiders, and 74.08% 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 | 16.14% | 9.79% | 74.08% |
| Sector | Financial Services Stocks | 36.95% | 15.48% | 47.58% |
| Industry | Regional Banks Stocks | 38.26% | 12.54% | 49.20% |
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 |
| State street | 2.19M | 4.25% | $66.47M |
| North reef capital management lp | 1.83M | 3.55% | $55.52M |
| 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 |
| Northern trust | 760.31K | 1.48% | $23.07M |
| American century companies | 734.14K | 1.42% | $22.27M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| North reef capital management lp | 1.83M | 2.60% | $55.52M |
| 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 |
| Fca corp /tx | 40.39K | 0.34% | $1.23M |
| Wj interests | 27.51K | 0.34% | $834.70K |
| Ejf capital | 17.56K | 0.31% | $532.89K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| North reef capital management lp | 1.83M | 2.60% | 289.94K |
| Bank of new york mellon | 646.12K | 0.00% | 244.48K |
| Two sigma investments, lp | 100.69K | 0.00% | 100.69K |
| William blair investment management | 1.15M | 0.09% | 86.36K |
| State street | 2.19M | 0.00% | 73.93K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Commonwealth of pennsylvania public school empls retrmt sys | 11.77K | 0.00% | -395.19K |
| Wellington management group llp | 380.58K | 0.00% | -259.79K |
| Balyasny asset management | - | - | -199.46K |
| Elizabeth park capital advisors | - | - | -186.22K |
| Richard bernstein advisors | - | - | -114.18K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Two sigma investments, lp | 100.69K | 0.00% | 100.69K | $3.06M |
| Lighthouse investment partners | 64.12K | 0.06% | 64.12K | $1.95M |
| Quantinno capital management lp | 23.98K | 0.00% | 23.98K | $727.50K |
| Mqs management | 12.36K | 0.22% | 12.36K | $375.09K |
| Ieq capital | 10.67K | 0.00% | 10.67K | $323.64K |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 86 | -52.75% | 8,314,465 | -73.40% | 16 | 0.44% | 38 | -53.09% | 27 | -58.46% |
| 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% |
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
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