Stellar Bancorp, Inc. (STEL) Ownership

26.94 ↑0.00 (0.00%)

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 7.4 million shares. Combined, the top 60 institutional holders of STEL own 62.88% of the company with a total of 32.6 million shares.

In the latest ownership report on March 31st 2025, the top 60 institutional holders decreased their combined ownership of STEL by 232 thousand shares. 4 institutions bought 313,511 total additional shares and increased their ownership by an average of 12.53%. However 7 institutions sold 545,814 total shares and decreased their ownership by an average of 4.58%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Stellar Bancorp, decreased by a net total of -232,303 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	14.318%	-3.349%	7,369,896	-255,352	2025-03-31
Vanguard Group Inc	6.333%	-0.390%	3,259,794	-12,748	2025-03-31
Dimensional Fund Advisors, Inc.	4.128%	6.429%	2,124,962	128,353	2025-03-31
State Street Corp	3.992%	-5.759%	2,054,804	-125,578	2025-03-31
King Luther Capital Management Corp	2.488%	0.000%	1,280,426	0	2025-03-31
American Century Companies Inc	1.463%	15.450%	753,216	100,796	2025-03-31
Wellington Management Company LLP	1.379%	-14.122%	709,929	-116,739	2025-03-31
Charles Schwab Investment Management Inc	0.849%	-1.111%	436,818	-4,907	2025-03-31
Bank of New York Mellon Corp	0.799%	-3.573%	411,120	-15,233	2025-03-31
Goldman Sachs Group Inc	0.759%	-3.759%	390,585	-15,257	2025-03-31
Bridgeway Capital Management, LLC	0.746%	25.513%	384,021	78,059	2025-03-31
Principal Financial Group Inc	0.460%	2.733%	236,895	6,303	2025-03-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	14.318%	-3.349%	7,369,896	-255,352	2025-03-31
Vanguard Group Inc	6.333%	-0.390%	3,259,794	-12,748	2025-03-31
Dimensional Fund Advisors, Inc.	4.128%	6.429%	2,124,962	128,353	2025-03-31
State Street Corporation	3.857%	1.133%	2,066,174	23,145	2024-03-31
State Street Corp	3.992%	-5.759%	2,054,804	-125,578	2025-03-31
King Luther Capital Management Corp	2.488%	0.000%	1,280,426	0	2025-03-31
William Blair Investment Management, LLC	2.348%	12.970%	1,208,750	138,778	2024-12-31
Geode Capital Management, LLC	2.149%	-0.896%	1,106,128	-10,001	2024-12-31
Northern Trust Corp	1.563%	6.670%	804,599	50,308	2024-12-31
Millennium Management LLC	1.524%	176.174%	784,207	500,253	2024-12-31
American Century Companies Inc	1.463%	15.450%	753,216	100,796	2025-03-31
Wellington Management Company LLP	1.379%	-14.122%	709,929	-116,739	2025-03-31
Kennedy Capital Management Inc	0.971%	-6.102%	518,493	-33,696	2024-06-30
Charles Schwab Investment Management Inc	0.849%	-1.111%	436,818	-4,907	2025-03-31
Morgan Stanley - Brokerage Accounts	0.816%	-19.210%	419,787	-99,814	2024-12-31
Bank of New York Mellon Corp	0.799%	-3.573%	411,120	-15,233	2025-03-31
Goldman Sachs Group Inc	0.759%	-3.759%	390,585	-15,257	2025-03-31
Bridgeway Capital Management, LLC	0.746%	25.513%	384,021	78,059	2025-03-31
Basswood Capital Management LLC	0.688%	-15.243%	366,659	-65,940	2023-03-31
Amvescap Plc.	0.695%	162.354%	357,767	221,399	2024-12-31
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	0.542%	-2.871%	278,866	-8,242	2024-12-31
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
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
Principal Financial Group Inc	0.460%	2.733%	236,895	6,303	2025-03-31
Royal Bank of Canada	0.439%	0.000%	232,584	232,584	2022-12-31
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
JPMorgan Chase & Co	0.389%	120.610%	207,762	113,586	2024-09-30
Mercer Global Advisors Inc.	0.392%	-0.031%	201,538	-62	2024-12-31
Ameriprise Financial Inc	0.375%	-9.496%	200,327	-21,018	2024-09-30
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
Public Sector Pension Investment Board	0.224%	17.116%	118,425	17,307	2024-12-31
Prospector Partners LLC	0.215%	0.538%	112,153	600	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
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 2.9 million shares. Combined, the top 38 mutual fund holders of STEL own 36.91% of the company with a total of 19.2 million shares.

In the latest ownership report on April 30th 2025, the top 38 fund holders increased their combined ownership of STEL by 14 thousand shares. 5 funds bought 18,504 total additional shares and increased their ownership by an average of 1.53%. However 3 funds sold 4,559 total shares and decreased their ownership by an average of 0.16%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Stellar Bancorp, increased by a net total of 13,945 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	5.592%	-0.100%	2,878,582	-2,892	2025-04-30
iShares Russell 2000 ETF	2.255%	0.017%	1,160,485	196	2025-04-30
Avantis US Small Cap Value ETF	1.108%	0.000%	570,094	0	2025-04-30
iShares S&P Small-Cap 600 Value ETF	0.909%	0.092%	467,717	431	2025-04-30
iShares Russell 2000 Value ETF	0.892%	-0.338%	459,147	-1,555	2025-04-30
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.797%	0.000%	409,984	0	2025-04-30
Vanguard Tax-Managed Small Cap Adm	0.644%	0.000%	331,693	0	2025-04-30
State St Russell Sm/Mid Cp® Indx SL Cl I	0.577%	0.441%	297,038	1,305	2025-04-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.570%	0.441%	297,038	1,305	2025-04-30
SPDR® S&P 600 Small Cap Value ETF	0.536%	0.000%	275,731	0	2025-04-30
Vanguard Russell 2000 ETF	0.476%	6.651%	244,798	15,267	2025-04-30
Schwab US Small-Cap ETF™	0.441%	-0.049%	227,227	-112	2025-04-30
Dimensional US Targeted Value ETF	0.420%	0.000%	216,296	0	2025-04-30

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	5.592%	-0.100%	2,878,582	-2,892	2025-04-30
Vanguard US Total Market Shares ETF	2.762%	0.149%	1,443,759	2,144	2024-09-30
Vanguard Total Stock Mkt Idx Inv	2.803%	0.827%	1,442,900	11,832	2025-03-31
Vanguard Instl Ttl Stck Mkt Idx Tr	2.556%	0.925%	1,362,658	12,487	2023-03-31
iShares Russell 2000 ETF	2.255%	0.017%	1,160,485	196	2025-04-30
Vanguard Institutional Extnd Mkt Idx Tr	1.386%	-2.258%	713,269	-16,478	2025-03-31
Vanguard Extended Market Index Investor	1.191%	-0.025%	634,972	-156	2023-08-31
Avantis US Small Cap Value ETF	1.108%	0.000%	570,094	0	2025-04-30
Fidelity Small Cap Index	0.943%	0.270%	485,226	1,304	2025-02-28
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 S&P Small-Cap 600 Value ETF	0.909%	0.092%	467,717	431	2025-04-30
iShares Russell 2000 Value ETF	0.892%	-0.338%	459,147	-1,555	2025-04-30
William Blair Small Cap Value I	0.859%	0.000%	441,913	0	2025-03-31
DFA US Small Cap Value I	0.820%	1.297%	422,110	5,404	2025-03-31
SPDR® Portfolio S&P 600 Sm Cap ETF	0.771%	-0.144%	412,832	-595	2024-05-30
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.797%	0.000%	409,984	0	2025-04-30
Vanguard Tax-Managed Small Cap Adm	0.644%	0.000%	331,693	0	2025-04-30
State St Russell Sm/Mid Cp® Indx SL Cl I	0.577%	0.441%	297,038	1,305	2025-04-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.570%	0.441%	297,038	1,305	2025-04-30
Kennedy Extended Small Cap	0.550%	-10.005%	294,755	-32,770	2024-06-30
SPDR® S&P 600 Small Cap Value ETF	0.536%	0.000%	275,731	0	2025-04-30
Fidelity Extended Market Index	0.512%	2.163%	263,615	5,580	2025-03-31
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	0.479%	0.000%	246,671	0	2025-03-31
Vanguard Russell 2000 ETF	0.476%	6.651%	244,798	15,267	2025-04-30
Schwab US Small-Cap ETF™	0.441%	-0.049%	227,227	-112	2025-04-30
Dimensional US Targeted Value ETF	0.420%	0.000%	216,296	0	2025-04-30
DFA US Small Cap I	0.408%	8.780%	210,096	16,958	2025-03-31
SPDR® S&P Regional Banking ETF	0.392%	-2.684%	207,561	-5,724	2025-02-28
Invesco S&P SmallCap Value with Momt ETF	0.381%	-0.145%	203,348	-296	2025-01-31
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
Vanguard S&P Small-Cap 600 ETF	0.353%	0.218%	189,353	411	2024-03-31
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