Stellar Bancorp, Inc. (STEL) Ownership

31.01 ↑1.31 (4.41%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Stellar Bancorp, Inc. (STEL), owning a total of 7.6 million shares. Combined, the top 58 institutional holders of STEL own 56.60% of the company with a total of 30.2 million shares.

In the latest ownership report on September 30th 2024, the top 58 institutional holders increased their combined ownership of STEL by 37 thousand shares. 1 institutions bought 44,523 total additional shares and increased their ownership by an average of 22.73%. However 1 institutions sold 7,900 total shares and decreased their ownership by an average of 3.39%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Stellar Bancorp, increased by a net total of 36,623 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Focus Wealth Advisors LLC	0.450%	22.729%	240,411	44,523	2024-09-30
Principal Financial Group Inc	0.421%	-3.394%	224,852	-7,900	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	14.147%	1.290%	7,554,796	96,213	2024-06-30
Vanguard Group Inc	5.907%	-0.130%	3,154,269	-4,115	2024-06-30
State Street Corporation	3.857%	1.133%	2,066,174	23,145	2024-03-31
State Street Corp	3.801%	-1.769%	2,029,615	-36,559	2024-06-30
Dimensional Fund Advisors, Inc.	3.142%	12.561%	1,677,905	187,247	2024-06-30
King Luther Capital Management Corp	2.398%	0.201%	1,280,426	2,566	2024-06-30
William Blair Investment Management, LLC	2.064%	-0.188%	1,102,162	-2,070	2024-06-30
Geode Capital Management, LLC	2.051%	3.811%	1,095,468	40,213	2024-06-30
Northern Trust Corp	1.405%	-8.738%	750,410	-71,852	2024-06-30
Morgan Stanley - Brokerage Accounts	1.354%	5.267%	722,848	36,164	2024-06-30
Kennedy Capital Management Inc	0.971%	-6.102%	518,493	-33,696	2024-06-30
Wellington Management Company LLP	0.807%	6.946%	431,119	28,002	2024-06-30
Bank of New York Mellon Corp	0.803%	3.523%	428,705	14,589	2024-06-30
Charles Schwab Investment Management Inc	0.777%	3.724%	414,871	14,893	2024-06-30
Basswood Capital Management LLC	0.688%	-15.243%	366,659	-65,940	2023-03-31
American Century Companies Inc	0.603%	204.657%	322,059	216,347	2024-06-30
Nuveen Asset Management, LLC	0.600%	34.544%	319,909	82,136	2023-09-30
AllianceBernstein L.P.	0.591%	9.560%	315,153	27,500	2023-09-30
HighTower Advisors, LLC	0.538%	0.059%	287,125	169	2024-06-30
Goldman Sachs Group Inc	0.525%	164.978%	280,384	174,570	2024-06-30
BB&T Corp.	0.510%	0.000%	273,228	0	2023-12-31
Integrated Wealth Concepts LLC	0.484%	0.000%	258,696	0	2024-06-30
Stieven Capital Advisors, L.p.	0.478%	-28.982%	255,243	-104,161	2024-06-30
Amvescap Plc.	0.474%	-35.389%	252,904	-138,519	2023-06-30
Ameriprise Financial Inc	0.466%	3.728%	249,457	8,966	2024-03-31
FJ Capital Management LLC	0.462%	0.000%	246,560	0	2024-06-30
Focus Wealth Advisors LLC	0.450%	22.729%	240,411	44,523	2024-09-30
Royal Bank of Canada	0.439%	0.000%	232,584	232,584	2022-12-31
Principal Financial Group Inc	0.421%	-3.394%	224,852	-7,900	2024-09-30
Clarus Group, Inc.	0.423%	0.000%	223,943	223,943	2022-12-31
Carlton, Hofferkamp and Jenks Wealth Man	0.410%	0.144%	219,676	315	2024-03-31
HIGHLAND CAPITAL MANAGEMENT FUND ADVISORS	0.403%	-0.978%	210,967	-2,083	2022-06-30
Mercer Global Advisors Inc.	0.379%	0.000%	200,908	200,908	2022-12-31
Crestmont Private Wealth LLC	0.344%	0.000%	182,123	182,123	2022-12-31
Prudential Financial Inc	0.305%	0.000%	161,644	161,644	2022-12-31
Royce & Associates, LP	0.284%	0.000%	150,216	150,216	2022-12-31
Streettalk Advisors LLC	0.282%	0.000%	149,229	149,229	2022-12-31
Rhumbline Advisers	0.246%	0.000%	130,442	130,442	2022-12-31
Citigroup Inc	0.231%	0.242%	120,663	291	2022-06-30
Elizabeth Park Capital Advisors, Ltd	0.227%	0.000%	120,000	120,000	2022-12-31
Prospector Partners LLC	0.215%	0.538%	112,153	600	2022-06-30
Millennium Management LLC	0.214%	629.867%	111,655	96,357	2022-06-30
Swiss National Bank	0.205%	0.000%	108,362	108,362	2022-12-31
Argent Trust Co	0.190%	0.000%	100,703	100,703	2022-12-31
Bridgeway Capital Management, LLC	0.180%	0.000%	95,259	95,259	2022-12-31
Segment Wealth Management, LLC	0.150%	0.000%	79,578	79,578	2022-12-31
Mount Capital Ltd	0.146%	7.334%	77,447	5,292	2022-09-30
Campbell Newman Asset Management Inc	0.082%	0.000%	43,486	43,486	2022-12-31
Los Angeles Capital Management LLC	0.069%	0.000%	36,580	36,580	2022-12-31
Sfmg LLC	0.063%	0.000%	33,278	33,278	2022-12-31
Alaska Retirement Management Board	0.059%	0.000%	30,955	30,955	2022-12-31
YOUSIF CAPITAL MANAGEMENT, LLC	0.057%	0.000%	30,033	30,033	2022-12-31
Texas Permanent School Fund	0.056%	0.000%	29,886	29,886	2022-12-31
Wakefield Asset Management LLLP	0.046%	0.000%	24,397	24,397	2022-12-31
Louisiana State Employees Retirement System	0.040%	0.000%	21,100	21,100	2022-12-31
Crossmark Global Holdings, Inc.	0.034%	0.000%	17,877	17,877	2022-12-31
Nisa Investment Advisors, L.L.C.	0.026%	0.484%	13,917	67	2022-09-30
Doliver Capital Advisors, Inc.	0.025%	0.000%	13,332	13,332	2022-12-31

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of Stellar Bancorp, Inc. (STEL), owning a total of 3 million shares. Combined, the top 35 mutual fund holders of STEL own 32.77% of the company with a total of 17.5 million shares.

In the latest ownership report on October 31st 2024, the top 35 fund holders increased their combined ownership of STEL by 6 thousand shares. 4 funds bought 7,446 total additional shares and increased their ownership by an average of 0.29%. However 2 funds sold 13,768 total shares and decreased their ownership by an average of 1.78%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Stellar Bancorp, decreased by a net total of -6,322 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	5.711%	0.104%	3,049,687	3,180	2024-10-31
iShares Russell 2000 ETF	2.467%	-0.225%	1,317,628	-2,968	2024-10-31
iShares S&P Small-Cap 600 Value ETF	0.922%	0.095%	492,181	468	2024-10-31
iShares Russell 2000 Value ETF	0.870%	0.000%	464,453	0	2024-10-31
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.800%	0.755%	427,155	3,200	2024-10-31
Avantis US Small Cap Value ETF	0.796%	0.000%	425,234	0	2024-10-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.587%	-3.330%	313,533	-10,800	2024-10-31
SPDR® S&P 600 Small Cap Value ETF	0.513%	0.219%	273,958	598	2024-10-31
Schwab US Small-Cap ETF™	0.429%	0.000%	229,223	0	2024-10-31
Dimensional US Targeted Value ETF	0.355%	0.000%	189,623	0	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	5.711%	0.104%	3,049,687	3,180	2024-10-31
Vanguard Total Stock Mkt Idx Inv	2.704%	0.149%	1,443,759	2,144	2024-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr	2.556%	0.925%	1,362,658	12,487	2023-03-31
iShares Russell 2000 ETF	2.467%	-0.225%	1,317,628	-2,968	2024-10-31
Vanguard Institutional Extnd Mkt Idx Tr	1.404%	1.577%	749,910	11,645	2024-09-30
Vanguard Extended Market Index Investor	1.191%	-0.025%	634,972	-156	2023-08-31
Fidelity Small Cap Index	0.943%	-2.625%	503,646	-13,579	2024-08-31
iShares S&P Small-Cap 600 Value ETF	0.922%	0.095%	492,181	468	2024-10-31
iShares S&P Small-Cap 600 Growth ETF	0.895%	0.000%	476,877	0	2023-11-30
Fidelity® Small Cap Index	0.889%	2.958%	473,489	13,604	2023-10-31
iShares Russell 2000 Value ETF	0.870%	0.000%	464,453	0	2024-10-31
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.800%	0.755%	427,155	3,200	2024-10-31
Avantis US Small Cap Value ETF	0.796%	0.000%	425,234	0	2024-10-31
William Blair Small Cap Value I	0.773%	-1.280%	412,862	-5,352	2024-09-30
SPDR® Portfolio S&P 600 Sm Cap ETF	0.771%	-0.144%	412,832	-595	2024-05-30
Vanguard Tax-Managed Small Cap Adm	0.691%	7.419%	369,003	25,485	2024-09-30
DFA US Small Cap Value I	0.661%	3.046%	352,942	10,432	2024-09-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.587%	-3.330%	313,533	-10,800	2024-10-31
Kennedy Extended Small Cap	0.550%	-10.005%	294,755	-32,770	2024-06-30
Fidelity Extended Market Index	0.520%	-2.042%	277,881	-5,793	2024-09-30
SPDR® S&P 600 Small Cap Value ETF	0.513%	0.219%	273,958	598	2024-10-31
SPDR® S&P 600 Small Cap Growth ETF	0.486%	0.141%	258,863	364	2023-11-30
Fidelity® Extended Market Index	0.478%	0.858%	254,487	2,164	2023-11-30
DFA US Targeted Value I	0.453%	1.034%	242,087	2,478	2024-09-30
SPDR® S&P Regional Banking ETF	0.438%	0.000%	234,584	0	2024-08-31
Schwab US Small-Cap ETF™	0.429%	0.000%	229,223	0	2024-10-31
Vanguard Russell 2000 ETF	0.422%	13.182%	225,075	26,214	2024-09-30
DFA US Micro Cap I	0.380%	-8.527%	202,448	-18,873	2023-07-31
NexPoint Merger Arbitrage Z	0.383%	-0.664%	200,400	-1,340	2022-06-30
Principal SmallCap S&P 600 Idx SP	0.355%	0.000%	189,959	0	2024-05-31
Dimensional US Targeted Value ETF	0.355%	0.000%	189,623	0	2024-10-31
Vanguard S&P Small-Cap 600 ETF	0.353%	0.218%	189,353	411	2024-03-31
DFA US Small Cap I	0.354%	0.000%	189,141	0	2024-09-30
State St Russell Sm Cap® Indx NL Cl C	0.334%	163.674%	174,726	108,460	2022-10-31
Columbia Small Cap Index Inst	0.332%	0.000%	173,615	173,615	2022-10-31