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 13.18% of STEL shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.32% 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	54.08%	12.36%	33.57%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	6.79M	13.18%	$189.99M
King luther capital management	1.28M	2.49%	$35.90M
William blair investment management	1.07M	2.07%	$29.90M
American century companies	737.65K	1.43%	$20.64M
Cooper financial group	310.29K	0.60%	$8.68M
Mercer global advisors inc /adv	203.31K	0.39%	$5.69M
Empowered funds	185.54K	0.36%	$5.19M
Callahan advisors	162.73K	0.32%	$4.55M
Exoduspoint capital management, lp	142.38K	0.28%	$3.98M
Royce & associates lp	137.22K	0.27%	$3.84M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Cooper financial group	310.29K	1.02%	$8.68M
Teton advisors	56.00K	0.95%	$1.57M
Paragon capital management	65.85K	0.95%	$1.84M
Callahan advisors	162.73K	0.41%	$4.55M
Ejf capital	16.98K	0.38%	$475.04K
Crestmont private wealth	21.73K	0.22%	$607.99K
Financial synergies wealth advisors	65.85K	0.20%	$1.84M
King luther capital management	1.28M	0.16%	$35.90M
Academy capital management inc/tx	36.94K	0.15%	$1.03M
Segment wealth management	79.94K	0.14%	$2.24M

Top Buyers

Holder	Shares	% Assets	Change
Cooper financial group	310.29K	1.02%	310.29K
Financial synergies wealth advisors	65.85K	0.20%	65.85K
Paragon capital management	65.85K	0.95%	65.85K
Exoduspoint capital management, lp	142.38K	0.03%	57.50K
Sunbelt securities	34.50K	0.09%	16.78K

Top Sellers

Holder	Shares	% Assets	Change
Blackrock funding, inc. /de	6.79M	0.00%	-579.74K
Balyasny asset management	-	-	-199.46K
Elizabeth park capital advisors	-	-	-186.22K
Richard bernstein advisors	-	-	-114.18K
William blair investment management	1.07M	0.08%	-86.45K

New Positions

Holder	Shares	% Assets	Change	Value
Cooper financial group	310.29K	1.02%	310.29K	$8.68M
Financial synergies wealth advisors	65.85K	0.20%	65.85K	$1.84M
Paragon capital management	65.85K	0.95%	65.85K	$1.84M
Verition fund management	15.82K	0.00%	15.82K	$442.64K
Clearstead advisors	190.00	0.00%	190.00	$5.32K

Sold Out

Holder	Change
Ifp advisors	-6.00
Geowealth management	-11.00
Stephens consulting	-15.00
Physician wealth advisors	-26.00
Covestor	-44.00

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	2.73M	5.32%	432.00
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	1.12M	2.18%	-21.32K
Avantis US Small Cap Value ETF	558.32K	1.09%	-
Fidelity Small Cap Index	497.42K	0.97%	2.42K
Vanguard Institutional Extnd Mkt Idx Tr	488.90K	0.95%	-214.82K
DFA US Small Cap Value I	455.18K	0.89%	17.01K
William Blair Small Cap Value I	444.97K	0.87%	41.32K
iShares S&P Small-Cap 600 Value ETF	430.85K	0.84%	-390.00

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 Q2	-	-
2025 Q1	-	-
2024 Q4	-	6
2024 Q2	-	1
2024 Q1	-	-

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 54.08%, which Stellar Bancorp exceeds.

Who owns the most shares of Stellar Bancorp?

Stellar Bancorp’s largest shareholders are Blackrock funding, inc. /de (6.79M shares, 13.18%), King luther capital management (1.28M shares, 2.49%), and William blair investment management (1.07M shares, 2.07%). Together, they hold 17.74% 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?

Cooper financial group is Stellar Bancorp’s biggest shareholder by percentage of total assets invested, with 1.02% of its assets in 310.29K Stellar Bancorp shares, valued at 8.68M$.

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 5.32% of its total shares outstanding invested in 2.73M Stellar Bancorp shares.

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