Stellar Bancorp Ownership | Who Owns Stellar Bancorp?

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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 5.47% 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	31.75%	12.70%	55.55%

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	2.50M	4.83%	$91.49M
King luther capital management	1.28M	2.48%	$46.97M
Geode capital management	1.10M	2.13%	$34.13M
Goldman sachs group	429.12K	0.83%	$13.28M
Ubs group	411.67K	0.80%	$15.07M
Morgan stanley	374.98K	0.72%	$11.60M
Bank of new york mellon	327.07K	0.63%	$11.97M
Vanguard fiduciary trust	294.46K	0.57%	$10.78M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Focus wealth advisors	151.93K	2.72%	$5.56M
Gardner lewis asset management l p	143.31K	1.14%	$5.25M
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
Callahan advisors	162.23K	0.41%	$5.02M
Alpine associates management	188.65K	0.41%	$6.91M
Fca corp /tx	38.12K	0.33%	$1.18M
King luther capital management	1.28M	0.20%	$46.97M
Financial synergies wealth advisors	65.85K	0.20%	$2.04M

Top Buyers

Holder	Shares	% Assets	Change
Vanguard fiduciary trust	294.46K	0.00%	294.46K
Ubs group	411.67K	0.00%	238.78K
Alpine associates management	188.65K	0.41%	188.65K
Abc arbitrage sa	159.82K	0.78%	159.82K
Dimensional fund advisors lp	2.50M	0.02%	154.13K

Top Sellers

Holder	Shares	% Assets	Change
William blair investment management	34.79K	0.00%	-479.84K
Cooper financial group	-	-	-310.29K
Bank of new york mellon	327.07K	0.00%	-233.43K
Truist financial	38.72K	0.00%	-108.39K
Carlton hofferkamp & jenks wealth management	48.38K	0.61%	-73.07K

New Positions

Holder	Shares	% Assets	Change	Value
Vanguard fiduciary trust	294.46K	0.00%	294.46K	$10.78M
Alpine associates management	188.65K	0.41%	188.65K	$6.91M
Abc arbitrage sa	159.82K	0.78%	159.82K	$5.85M
Gardner lewis asset management l p	143.31K	1.14%	143.31K	$5.25M
New york life investment management	95.21K	0.03%	95.21K	$3.49M

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	2.79M	5.47%	654.00
Vanguard Total Stock Mkt Idx Inv	1.48M	2.91%	14.13K
iShares Russell 2000 ETF	1.09M	2.14%	9.16K
Vanguard Institutional Extnd Mkt Idx Tr	507.90K	1.00%	6.30K
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

Who Owns Stellar Bancorp?

Stellar Bancorp shareholders are primarily institutional investors at 10.55%, followed by 9.98% insiders and 79.47% retail investors. The average institutional ownership in Stellar Bancorp's industry, Regional Banks Stocks, is 31.75%, which Stellar Bancorp falls below.

Who owns the most shares of Stellar Bancorp?

Stellar Bancorp’s largest shareholders are Blackrock funding, inc. /de (6.74M shares, 13.02%), Vanguard group (3.28M shares, 6.41%), and Dimensional fund advisors lp (2.5M shares, 4.83%). Together, they hold 24.26% 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 2.72% of its assets in 151.93K Stellar Bancorp shares, valued at 5.56M$.

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 5.47% of its total shares outstanding invested in 2.79M Stellar Bancorp shares.

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