Stellar Bancorp Ownership 2024 | Who Owns Stellar Bancorp Now?

Overview Forecast RevenueFinancials Chart Transcripts

Institutional Ownership

78.48%

Insider Ownership

15.32%

Retail Ownership

6.21%

Institutional Holders

150.00

Stellar Bancorp Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
BLACKROCK INC.	20.86%	0.01%	7,302,740	54,274	0.75%	179,720,436,000	Mar 31, 2023
VANGUARD GROUP INC	8.84%	0.00%	3,093,220	113,830	3.82%	76,124,144,000	Mar 31, 2023
DIMENSIONAL FUND ADVISORS LP	6.20%	0.02%	2,171,346	-2,227	-0.10%	53,436,743,000	Mar 31, 2023
STATE STREET CORP	5.07%	0.00%	1,774,232	-53,356	-2.92%	43,663,705,000	Mar 31, 2023
KING LUTHER CAPITAL MANAGEMENT CORP	3.52%	0.16%	1,231,612	-	-	30,309,971,000	Mar 31, 2023
GEODE CAPITAL MANAGEMENT, LLC	2.56%	0.00%	896,408	31,760	3.67%	22,060,609,000	Mar 31, 2023
NORTHERN TRUST CORP	2.45%	0.00%	858,605	-68,006	-7.34%	21,130,269,000	Mar 31, 2023
STIEVEN CAPITAL ADVISORS, L.P.	1.64%	3.70%	573,799	28,120	5.15%	14,121,193,000	Mar 31, 2023
FJ CAPITAL MANAGEMENT LLC	1.56%	1.67%	547,035	547,035	100.00%	13,462,531,000	Mar 31, 2023
BANK OF NEW YORK MELLON CORP	1.27%	0.00%	443,458	-7,601	-1.69%	10,913,494,000	Mar 31, 2023
INVESCO LTD.	1.12%	0.00%	391,423	-48,722	-11.07%	9,632,920,000	Mar 31, 2023
KENNEDY CAPITAL MANAGEMENT LLC	1.08%	0.27%	378,536	355,933	1574.72%	9,315,771,000	Mar 31, 2023
BASSWOOD CAPITAL MANAGEMENT, L.L.C.	1.05%	0.63%	366,659	-65,940	-15.24%	9,023,478,000	Mar 31, 2023
MORGAN STANLEY	1.04%	0.00%	363,291	-24,322	-6.27%	8,940,612,000	Mar 31, 2023
WELLINGTON MANAGEMENT GROUP LLP	0.98%	0.00%	343,163	-14,326	-4.01%	8,445,242,000	Mar 31, 2023
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.97%	0.00%	339,378	8,140	2.46%	8,352,093,000	Mar 31, 2023
TRUIST FINANCIAL CORP	0.78%	0.01%	273,228	37,841	16.08%	6,724,141,000	Mar 31, 2023
PRINCIPAL FINANCIAL GROUP INC	0.78%	0.00%	271,981	128	0.05%	6,693,452,000	Mar 31, 2023
ALLIANCEBERNSTEIN L.P.	0.74%	0.00%	259,119	18,439	7.66%	6,376,919,000	Mar 31, 2023
INTEGRATED WEALTH CONCEPTS LLC	0.74%	0.13%	258,696	-	-	6,367,000	Mar 31, 2023

Stellar Bancorp's largest institutional shareholder is BLACKROCK INC., holding 20.86% of the company's total share outstanding, currently valued at $179.72B. The top 10 institutional shareholders own together 53.97% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
FOCUS WEALTH ADVISORS, LLC	0.73%	4.14%	256,411	-	-	6,310,286,000	Mar 31, 2023
STIEVEN CAPITAL ADVISORS, L.P.	1.64%	3.70%	573,799	28,120	5.15%	14,121,193,000	Mar 31, 2023
CRESTMONT PRIVATE WEALTH LLC	0.49%	2.75%	170,902	-11,221	-6.16%	4,205,905,000	Mar 31, 2023
CARLTON HOFFERKAMP & JENKS WEALTH MANAGEMENT, LLC	0.65%	2.25%	226,760	482	0.21%	4,936,557,000	Mar 31, 2023
ELIZABETH PARK CAPITAL ADVISORS, LTD.	0.34%	1.90%	120,000	-	-	2,953,200,000	Mar 31, 2023
FJ CAPITAL MANAGEMENT LLC	1.56%	1.67%	547,035	547,035	100.00%	13,462,531,000	Mar 31, 2023
JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC.	0.09%	0.90%	32,500	32,500	100.00%	800,000	Mar 31, 2023
BASSWOOD CAPITAL MANAGEMENT, L.L.C.	1.05%	0.63%	366,659	-65,940	-15.24%	9,023,478,000	Mar 31, 2023
CALLAHAN ADVISORS, LLC	0.52%	0.58%	182,260	182,260	100.00%	4,485,421,000	Mar 31, 2023
PROSPECTOR PARTNERS LLC	0.40%	0.48%	140,328	6,280	4.68%	3,453,472,000	Mar 31, 2023
TETON ADVISORS, INC.	0.18%	0.42%	64,500	-	-	1,587,345,000	Mar 31, 2023
EJF CAPITAL LLC	0.12%	0.37%	40,978	-16,203	-28.34%	1,008,469,000	Mar 31, 2023
LINDEN THOMAS ADVISORY SERVICES, LLC	0.14%	0.30%	49,096	3,730	8.22%	1,208,253,000	Mar 31, 2023
KENNEDY CAPITAL MANAGEMENT LLC	1.08%	0.27%	378,536	355,933	1574.72%	9,315,771,000	Mar 31, 2023
PATRON PARTNERS, LLC	0.04%	0.23%	12,798	-	-	314,959,000	Mar 31, 2023
SEGMENT WEALTH MANAGEMENT, LLC	0.23%	0.22%	79,605	27	0.03%	1,959,083,000	Mar 31, 2023
ACADEMY CAPITAL MANAGEMENT INC/TX	0.11%	0.20%	38,246	-	-	941,000	Mar 31, 2023
AVIDIAN WEALTH SOLUTIONS, LLC	0.43%	0.20%	149,229	-	-	3,672,526,000	Mar 31, 2023
KING LUTHER CAPITAL MANAGEMENT CORP	3.52%	0.16%	1,231,612	-	-	30,309,971,000	Mar 31, 2023
ARGENT TRUST CO	0.28%	0.15%	98,668	-2,035	-2.02%	2,428,219,000	Mar 31, 2023

The largest Stellar Bancorp shareholder by % of total assets is FOCUS WEALTH ADVISORS, LLC. The company owns 256.41K shares of Stellar Bancorp (STEL), representing 4.14% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
FJ CAPITAL MANAGEMENT LLC	1.56%	1.67%	547,035	547,035	100.00%	13,462,531,000	Mar 31, 2023
KENNEDY CAPITAL MANAGEMENT LLC	1.08%	0.27%	378,536	355,933	1574.72%	9,315,771,000	Mar 31, 2023
CALLAHAN ADVISORS, LLC	0.52%	0.58%	182,260	182,260	100.00%	4,485,421,000	Mar 31, 2023
VANGUARD GROUP INC	8.84%	0.00%	3,093,220	113,830	3.82%	76,124,144,000	Mar 31, 2023
BLACKROCK INC.	20.86%	0.01%	7,302,740	54,274	0.75%	179,720,436,000	Mar 31, 2023
JPMORGAN CHASE & CO	0.63%	0.00%	221,605	44,395	25.05%	5,453,967,000	Mar 31, 2023
TRUIST FINANCIAL CORP	0.78%	0.01%	273,228	37,841	16.08%	6,724,141,000	Mar 31, 2023
JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC.	0.09%	0.90%	32,500	32,500	100.00%	800,000	Mar 31, 2023
GEODE CAPITAL MANAGEMENT, LLC	2.56%	0.00%	896,408	31,760	3.67%	22,060,609,000	Mar 31, 2023
STIEVEN CAPITAL ADVISORS, L.P.	1.64%	3.70%	573,799	28,120	5.15%	14,121,193,000	Mar 31, 2023
METLIFE INVESTMENT MANAGEMENT, LLC	0.07%	0.00%	24,511	24,511	100.00%	603,216,000	Mar 31, 2023
STEPHENS INC /AR/	0.07%	0.01%	23,080	23,080	100.00%	568,008,000	Mar 31, 2023
STATE OF NEW JERSEY COMMON PENSION FUND D	0.09%	0.00%	32,243	20,384	171.89%	793,500,000	Mar 31, 2023
SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.11%	0.00%	39,356	19,269	95.93%	968,551,000	Mar 31, 2023
ALLIANCEBERNSTEIN L.P.	0.74%	0.00%	259,119	18,439	7.66%	6,376,919,000	Mar 31, 2023
ICON WEALTH PARTNERS, LLC	0.05%	0.05%	18,335	18,335	100.00%	451,234,000	Mar 31, 2023
HRT FINANCIAL LP	0.04%	0.00%	15,748	15,748	100.00%	387,000	Mar 31, 2023
SG AMERICAS SECURITIES, LLC	0.04%	0.00%	15,436	15,436	100.00%	380,000	Mar 31, 2023
WALLEYE CAPITAL LLC	0.04%	0.01%	15,387	15,387	100.00%	378,674,000	Mar 31, 2023
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	0.04%	0.00%	15,034	15,034	100.00%	370,000	Mar 31, 2023

As of Mar 31 2023, Stellar Bancorp's largest institutional buyer is FJ CAPITAL MANAGEMENT LLC. The company purchased 547.03K stocks of STEL, valued at $13.46B.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
CLARUS GROUP, INC.	-	-	-	-223,943	-100.00%	-	Mar 31, 2023
PRUDENTIAL FINANCIAL INC	0.13%	0.00%	44,129	-117,515	-72.70%	1,086,015,000	Mar 31, 2023
BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.05%	0.01%	18,206	-77,053	-80.89%	448,050,000	Mar 31, 2023
TWO SIGMA ADVISERS, LP	-	-	-	-74,656	-100.00%	-	Mar 31, 2023
NORTHERN TRUST CORP	2.45%	0.00%	858,605	-68,006	-7.34%	21,130,269,000	Mar 31, 2023
BASSWOOD CAPITAL MANAGEMENT, L.L.C.	1.05%	0.63%	366,659	-65,940	-15.24%	9,023,478,000	Mar 31, 2023
TWO SIGMA INVESTMENTS, LP	-	-	-	-64,140	-100.00%	-	Mar 31, 2023
STATE STREET CORP	5.07%	0.00%	1,774,232	-53,356	-2.92%	43,663,705,000	Mar 31, 2023
ROYAL BANK OF CANADA	0.52%	0.00%	180,902	-51,682	-22.22%	4,451,000,000	Mar 31, 2023
WJ INTERESTS, LLC	-	-	-	-50,688	-100.00%	-	Mar 31, 2023
JACOBS LEVY EQUITY MANAGEMENT, INC	0.03%	0.00%	8,961	-50,478	-84.92%	220,530,000	Mar 31, 2023
CITADEL ADVISORS LLC	0.08%	0.00%	27,848	-49,010	-63.77%	685,340,000	Mar 31, 2023
INVESCO LTD.	1.12%	0.00%	391,423	-48,722	-11.07%	9,632,920,000	Mar 31, 2023
CAMPBELL NEWMAN ASSET MANAGEMENT INC	-	-	-	-43,486	-100.00%	-	Mar 31, 2023
MILLENNIUM MANAGEMENT LLC	0.20%	0.00%	69,179	-37,399	-35.09%	1,702,000	Mar 31, 2023
JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC.	-	-	-	-32,500	-100.00%	-	Mar 31, 2023
NUVEEN ASSET MANAGEMENT, LLC	0.46%	0.00%	161,996	-28,764	-15.08%	3,987,000	Mar 31, 2023
NATIXIS	-	-	-	-25,104	-100.00%	-	Mar 31, 2023
METLIFE INVESTMENT MANAGEMENT, LLC	-	-	-	-24,511	-100.00%	-	Mar 31, 2023
WAKEFIELD ASSET MANAGEMENT LLLP	-	-	-	-24,397	-100.00%	-	Mar 31, 2023

As of Mar 31 2023, Stellar Bancorp's biggest institutional seller is CLARUS GROUP, INC.. The company sold -0.22M shares of STEL, valued at -.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
FJ CAPITAL MANAGEMENT LLC	1.56%	1.67%	547,035	547,035	100.00%	13,462,531,000	Mar 31, 2023
CALLAHAN ADVISORS, LLC	0.52%	0.58%	182,260	182,260	100.00%	4,485,421,000	Mar 31, 2023
JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC.	0.09%	0.90%	32,500	32,500	100.00%	800,000	Mar 31, 2023
METLIFE INVESTMENT MANAGEMENT, LLC	0.07%	0.00%	24,511	24,511	100.00%	603,216,000	Mar 31, 2023
STEPHENS INC /AR/	0.07%	0.01%	23,080	23,080	100.00%	568,008,000	Mar 31, 2023
ICON WEALTH PARTNERS, LLC	0.05%	0.05%	18,335	18,335	100.00%	451,234,000	Mar 31, 2023
HRT FINANCIAL LP	0.04%	0.00%	15,748	15,748	100.00%	387,000	Mar 31, 2023
SG AMERICAS SECURITIES, LLC	0.04%	0.00%	15,436	15,436	100.00%	380,000	Mar 31, 2023
WALLEYE CAPITAL LLC	0.04%	0.01%	15,387	15,387	100.00%	378,674,000	Mar 31, 2023
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	0.04%	0.00%	15,034	15,034	100.00%	370,000	Mar 31, 2023
LIDO ADVISORS, LLC	0.03%	0.00%	10,638	10,638	100.00%	261,801,000	Mar 31, 2023
TANG CAPITAL MANAGEMENT LLC	0.03%	0.04%	10,000	10,000	100.00%	246,100,000	Mar 31, 2023
SUNBELT SECURITIES, INC.	0.02%	0.02%	5,330	5,330	100.00%	130,999,000	Mar 31, 2023
CHILTON CAPITAL MANAGEMENT LLC	0.01%	0.00%	3,275	3,275	100.00%	80,598,000	Mar 31, 2023
METROPOLITAN LIFE INSURANCE CO/NY	0.01%	0.00%	2,549	2,549	100.00%	62,731,000	Mar 31, 2023
STATE OF WYOMING	0.00%	0.01%	1,046	1,046	100.00%	25,742,000	Mar 31, 2023
LINDBROOK CAPITAL, LLC	0.00%	0.00%	91	91	100.00%	2,240,000	Mar 31, 2023
US BANCORP \DE\	0.00%	-	74	74	100.00%	1,821,000	Mar 31, 2023
RUSSELL INVESTMENTS GROUP, LTD.	-	-	13	13	100.00%	320,000	Mar 31, 2023

Stellar Bancorp's largest new institutional shareholder by number of shares is FJ CAPITAL MANAGEMENT LLC, purchased 547.03K shares, valued at $13.46B, as of undefined.

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
CLARUS GROUP, INC.	-	-	-	-223,943	-100.00%	-	Mar 31, 2023
TWO SIGMA ADVISERS, LP	-	-	-	-74,656	-100.00%	-	Mar 31, 2023
TWO SIGMA INVESTMENTS, LP	-	-	-	-64,140	-100.00%	-	Mar 31, 2023
WJ INTERESTS, LLC	-	-	-	-50,688	-100.00%	-	Mar 31, 2023
CAMPBELL NEWMAN ASSET MANAGEMENT INC	-	-	-	-43,486	-100.00%	-	Mar 31, 2023
JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC.	-	-	-	-32,500	-100.00%	-	Mar 31, 2023
NATIXIS	-	-	-	-25,104	-100.00%	-	Mar 31, 2023
METLIFE INVESTMENT MANAGEMENT, LLC	-	-	-	-24,511	-100.00%	-	Mar 31, 2023
WAKEFIELD ASSET MANAGEMENT LLLP	-	-	-	-24,397	-100.00%	-	Mar 31, 2023
EXCHANGE TRADED CONCEPTS, LLC	-	-	-	-20,818	-100.00%	-	Mar 31, 2023
NEW YORK LIFE INVESTMENT MANAGEMENT LLC	-	-	-	-18,296	-100.00%	-	Mar 31, 2023
HIGHTOWER ADVISORS, LLC	-	-	-	-17,843	-100.00%	-	Mar 31, 2023
AIGEN INVESTMENT MANAGEMENT, LP	-	-	-	-15,424	-100.00%	-	Mar 31, 2023
JUMP FINANCIAL, LLC	-	-	-	-12,400	-100.00%	-	Mar 31, 2023
VOLORIDGE INVESTMENT MANAGEMENT, LLC	-	-	-	-11,876	-100.00%	-	Mar 31, 2023
SUMMIT GLOBAL INVESTMENTS	-	-	-	-10,800	-100.00%	-	Mar 31, 2023
AMERICANA PARTNERS, LLC	-	-	-	-10,638	-100.00%	-	Mar 31, 2023
DYNAMIC TECHNOLOGY LAB PRIVATE LTD	-	-	-	-10,420	-100.00%	-	Mar 31, 2023
TREXQUANT INVESTMENT LP	-	-	-	-10,226	-100.00%	-	Mar 31, 2023
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	-	-	-	-9,930	-100.00%	-	Mar 31, 2023
HSBC HOLDINGS PLC	-	-	-	-9,610	-100.00%	-	Mar 31, 2023
MARSHALL WACE, LLP	-	-	-	-8,389	-100.00%	-	Mar 31, 2023
SAXON INTERESTS, INC.	-	-	-	-7,246	-100.00%	-	Mar 31, 2023
PROSHARE ADVISORS LLC	-	-	-	-7,062	-100.00%	-	Mar 31, 2023
QUANTBOT TECHNOLOGIES LP	-	-	-	-5,017	-100.00%	-	Mar 31, 2023
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	-	-	-	-3,648	-100.00%	-	Mar 31, 2023
METROPOLITAN LIFE INSURANCE CO/NY	-	-	-	-2,795	-100.00%	-	Mar 31, 2023
FIRST HORIZON ADVISORS, INC.	-	-	-	-220	-100.00%	-	Mar 31, 2023
BESSEMER GROUP INC	-	-	-	-136	-100.00%	-	Mar 31, 2023
MASSMUTUAL TRUST CO FSB/ADV	-	-	-	-47	-100.00%	-	Mar 31, 2023
COVESTOR LTD	-	-	-	-17	-100.00%	-	Mar 31, 2023
TFO-TDC, LLC	-	-	-	-4	-100.00%	-	Mar 31, 2023

Stellar Bancorp's largest sold out institutional shareholder by shares sold is CLARUS GROUP, INC., sold -0.22M shares, valued at -, as of undefined.

Stellar Bancorp Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
PROSPECTOR FUNDS, INC.	0.26%	77,509	-	-	Mar 31, 2024
RMB INVESTORS TRUST	0.24%	125,000	-50,000	-28.57%	Dec 31, 2023
ROYCE CAPITAL FUND	0.11%	42,845	-	-	Mar 31, 2024
TETON WESTWOOD FUNDS	0.10%	64,000	-500	-0.78%	Dec 29, 2023
VANGUARD VALLEY FORGE FUNDS	0.06%	30,835	-	-	Mar 31, 2024
BNY MELLON INDEX FUNDS, INC.	0.04%	47,541	-7,014	-12.86%	Jan 31, 2024
BNY MELLON INVESTMENT PORTFOLIOS	0.04%	23,799	709	3.07%	Mar 31, 2024
BRIDGEWAY FUNDS INC	0.04%	95,259	-	-	Mar 28, 2024
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND	0.03%	112,199	9,609	9.37%	Jan 31, 2024
Vericimetry Funds	0.03%	2,529	-	-	Mar 31, 2024
ROYCE FUND	0.02%	99,377	-	-	Mar 31, 2024
QUANTITATIVE MASTER SERIES LLC	0.01%	84,907	-3,383	-3.83%	Mar 31, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS	0.01%	7,116	-317	-4.26%	Mar 31, 2024
IndexIQ ETF Trust	0.01%	18,488	-	-	Jan 31, 2024
TIAA SEPARATE ACCOUNT VA 1	0.01%	1,283	-	-	Mar 31, 2024
VANGUARD INDEX FUNDS	0.00%	2,073,261	-663,928	-24.26%	Mar 31, 2024
Fidelity Commonwealth Trust II	0.00%	31,153	12,998	71.59%	Aug 31, 2023
WILLIAM BLAIR FUNDS	0.00%	439,525	48,766	12.48%	Mar 31, 2024
AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC.	0.00%	9,115	-	-	Mar 31, 2024
PFM Multi-Manager Series Trust	0.00%	3,241	-	-	Dec 31, 2023
EXCHANGE TRADED CONCEPTS TRUST	0.00%	20,931	-	-	Feb 29, 2024
SYNTAX ETF TRUST	0.00%	116	10	9.43%	Mar 31, 2024
VICTORY PORTFOLIOS	0.00%	112,450	-	-	Mar 31, 2024
SCHWAB CAPITAL TRUST	0.00%	135,453	2,574	1.94%	Jan 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND	0.00%	26,128	-	-	Mar 31, 2024
TIMOTHY PLAN	0.00%	8,900	1,197	15.54%	Mar 31, 2024
Calvert Variable Products, Inc.	0.00%	4,840	-	-	Mar 31, 2024
VANGUARD TAX-MANAGED FUNDS	0.00%	359,822	-6,351	-1.73%	Mar 31, 2024
VARIABLE INSURANCE PRODUCTS FUND II	0.00%	17,834	-3,843	-17.73%	Mar 31, 2024
STEWARD FUNDS, INC.	0.00%	3,104	-335	-9.74%	Jan 31, 2024
DFA INVESTMENT DIMENSIONS GROUP INC	0.00%	1,240,265	59,160	5.01%	Jan 31, 2024
SHELTON FUNDS	0.00%	1,704	-	-	Feb 29, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS	0.00%	28,116	-2,191	-7.23%	Mar 31, 2024
FIDELITY COVINGTON TRUST	0.00%	15,465	-11,088	-41.76%	Mar 31, 2024
PRAXIS MUTUAL FUNDS	0.00%	8,879	-	-	Dec 31, 2023
Dimensional ETF Trust	0.00%	350,429	-41,626	-10.62%	Jan 31, 2024
THRIVENT SERIES FUND INC	0.00%	73,219	15,057	25.89%	Mar 28, 2024
PRUDENTIAL SERIES FUND	0.00%	48,892	-650	-1.31%	Mar 28, 2024
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST	0.00%	32,122	-3,588	-10.05%	Dec 31, 2023
MAINSTAY FUNDS TRUST	0.00%	120,217	-7,934	-6.19%	Jan 31, 2024
Catholic Responsible Investments Funds	0.00%	21,146	-188	-0.88%	Jan 31, 2024
Voya VARIABLE PORTFOLIOS INC	0.00%	17,039	-3,488	-16.99%	Mar 31, 2024
AMERICAN CENTURY ETF TRUST	0.00%	60,538	18,826	45.13%	Feb 29, 2024
Global X Funds	0.00%	23,471	-	-	Jan 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND VI	0.00%	2,735	283	11.54%	Mar 31, 2024
MAINSTAY VP FUNDS TRUST	0.00%	61,821	-5,491	-8.16%	Mar 31, 2024
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC	0.00%	2,245	-145	-6.07%	Mar 31, 2024
NEW COVENANT FUNDS	0.00%	1,869	-	-	Dec 31, 2023
Mutual of America Variable Insurance Portfolios, Inc.	0.00%	298	-30	-9.15%	Sep 30, 2023
TARGET PORTFOLIO TRUST	0.00%	7,000	7,000	-	Jan 31, 2024
iSHARES TRUST	0.00%	5,615,864	-233,841	-4.00%	Mar 31, 2024
PRUDENTIAL INVESTMENT PORTFOLIOS, INC.	0.00%	2,900	-	-	Mar 28, 2024
INVESCO EXCHANGE-TRADED FUND TRUST	0.00%	23,958	-18,592	-43.69%	Jan 31, 2024
RBC FUNDS TRUST	0.00%	32,152	-	-	Mar 28, 2024
STATE STREET INSTITUTIONAL INVESTMENT TRUST	0.00%	16,898	-1,900	-10.11%	Mar 31, 2024
Direxion Shares ETF Trust	0.00%	32,167	7,310	29.41%	Jan 31, 2024
SA FUNDS INVESTMENT TRUST	0.00%	3,386	-	-	Mar 31, 2024
THRIVENT MUTUAL FUNDS	0.00%	19,304	19,304	-	Jan 31, 2024
MUTUAL OF AMERICA INVESTMENT CORP	0.00%	8,079	-125	-1.52%	Mar 31, 2024
TIAA-CREF LIFE FUNDS	0.00%	522	-	-	Mar 31, 2024
NORTHERN FUNDS	0.00%	27,419	-336	-1.21%	Mar 28, 2024
Federated Hermes Global Allocation Fund	0.00%	1,831	-	-	Feb 29, 2024
NORTHERN LIGHTS FUND TRUST II	0.00%	2,035	1,896	1364.03%	Mar 31, 2024
NORTHWESTERN MUTUAL SERIES FUND INC	0.00%	17,581	-183	-1.03%	Mar 31, 2024
ProFunds	0.00%	1,713	-297	-14.78%	Mar 31, 2024
T. Rowe Price Index Trust, Inc.	0.00%	3,088	277	9.85%	Mar 31, 2024
FLEXSHARES TRUST	0.00%	8,964	-216	-2.35%	Jan 31, 2024
EQ ADVISORS TRUST	0.00%	128,610	-3,915	-2.95%	Mar 31, 2024
RYDEX SERIES FUNDS	0.00%	444	-1,149	-72.13%	Dec 31, 2023
SEASONS SERIES TRUST	0.00%	2,175	-26	-1.18%	Mar 31, 2024
Goldman Sachs ETF Trust	0.00%	7,959	-306	-3.70%	Feb 29, 2024
Victory Portfolios II	0.00%	3,819	-	-	Mar 31, 2024
J.P. Morgan Exchange-Traded Fund Trust	0.00%	31,626	5,827	22.59%	Jan 31, 2024
NATIONWIDE VARIABLE INSURANCE TRUST	0.00%	7,632	-	-	Mar 31, 2024
NATIONWIDE MUTUAL FUNDS	0.00%	7,151	-470	-6.17%	Jan 31, 2024
RYDEX DYNAMIC FUNDS	0.00%	220	-	-	Dec 31, 2023
PENN SERIES FUNDS INC	0.00%	1,492	-200	-11.82%	Mar 28, 2024
CLEARWATER INVESTMENT TRUST	0.00%	400	-	-	Mar 28, 2024
TIAA-CREF FUNDS	0.00%	105,378	1,042	1.00%	Jan 31, 2024
WisdomTree Trust	0.00%	71,466	-1,161	-1.60%	Mar 31, 2024
ALLSPRING MASTER TRUST	0.00%	2,192	-	-	Feb 29, 2024
MASTER INVESTMENT PORTFOLIO	0.00%	2,993	2,993	-	Mar 31, 2024
EMPOWER FUNDS, INC.	0.00%	35,761	3,139	9.62%	Mar 31, 2024
USAA MUTUAL FUNDS TRUST	0.00%	6,513	1,182	22.17%	Jan 31, 2024
SPDR SERIES TRUST	0.00%	961,419	-3,152	-0.33%	Mar 31, 2024
RYDEX VARIABLE TRUST	0.00%	29	-1,203	-97.65%	Dec 31, 2023
COLLEGE RETIREMENT EQUITIES FUND	0.00%	23,920	-83,318	-77.69%	Mar 31, 2024
HC CAPITAL TRUST	0.00%	709	-	-	Mar 31, 2024
RBB FUND, INC.	0.00%	2,051	-	-	Feb 29, 2024
Principal Exchange-Traded Funds	0.00%	254	-	-	Mar 31, 2024
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST	0.00%	48,686	-	-	Mar 31, 2024
Brighthouse Funds Trust II	0.00%	15,697	-	-	Mar 31, 2024
Invesco Exchange-Traded Self-Indexed Fund Trust	0.00%	3,818	-	-	Feb 29, 2024
SUNAMERICA SERIES TRUST	0.00%	5,519	-22	-0.40%	Jan 31, 2024
VANGUARD WELLINGTON FUND	0.00%	5,237	-	-	Feb 29, 2024
ETF Series Solutions	0.00%	268	-	-	Jan 31, 2024
ADVANCED SERIES TRUST	0.00%	36,000	-	-	Mar 28, 2024
FIDELITY SALEM STREET TRUST	0.00%	35,579	-341	-0.95%	Mar 31, 2024
JOHN HANCOCK VARIABLE INSURANCE TRUST	0.00%	18,661	-2,122	-10.21%	Mar 31, 2024
Bridge Builder Trust	0.00%	31,447	-	-	Mar 31, 2024

Stellar Bancorp's largest mutual fund holder by % of total assets is "PROSPECTOR FUNDS, INC.", owning 77.51K shares, compromising 0.26% of its total assets.

Stellar Bancorp Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
31 Mar, 23	150	-9.64%
31 Dec, 22	166	1975.00%
30 Sep, 22	8	-
30 Sep, 15	-	-100.00%
30 Jun, 15	1	-
31 Mar, 15	1	-
31 Dec, 14	1	-
30 Jun, 14	-	-100.00%
31 Mar, 14	1	-98.59%
31 Dec, 13	71	7000.00%

As of 31 Mar 23, 150 institutions are holding Stellar Bancorp's shares, representing a decrease of -9.64% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
31 Mar, 23	27,471,956	0.40%
31 Dec, 22	27,363,712	20178.88%
30 Sep, 22	134,937	-
30 Sep, 15	-	-100.00%
30 Jun, 15	845	-
31 Mar, 15	845	-
31 Dec, 14	845	-
30 Jun, 14	-	-100.00%
31 Mar, 14	238,650	-97.51%
31 Dec, 13	9,586,692	1134419.76%

Stellar Bancorp (STEL) has 27.47M shares outstanding as of 31 Mar 23, up 0.40% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
31 Mar, 23	78.48%	-21.52%
31 Dec, 22	100.00%	18124.90%
30 Sep, 22	0.55%	-
30 Sep, 15	-	-
30 Jun, 15	-	-
31 Mar, 15	-	-
31 Dec, 14	-	-
30 Jun, 14	-	-
31 Mar, 14	-	-
31 Dec, 13	-	-

As of 31 Mar 23, Stellar Bancorp is held by 78.48% institutional shareholders, representing a -21.52% negative growth compared to 31 Dec 22.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
31 Mar, 23	47	1075.00%
31 Dec, 22	4	-
30 Sep, 22	-	-
30 Sep, 15	-	-
30 Jun, 15	-	-
31 Mar, 15	-	-
31 Dec, 14	-	-
30 Jun, 14	-	-
31 Mar, 14	-	-
31 Dec, 13	-	-

47 institutional shareholders have increased their position in STEL stock as of 31 Mar 23 compared to 4 in the previous quarter (a 1075.00% increase).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
31 Mar, 23	55	5400.00%
31 Dec, 22	1	-
30 Sep, 22	-	-
30 Sep, 15	-	-
30 Jun, 15	-	-
31 Mar, 15	-	-
31 Dec, 14	-	-
30 Jun, 14	-	-
31 Mar, 14	-	-
31 Dec, 13	-	-

55 institutional shareholders have reduced their position in STEL stock as of 31 Mar 23 compared to 1 in the previous quarter (a 5400.00% increase).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
31 Mar, 23	150	-9.64%	27,471,956	0.40%	78.48%	-21.52%	47	1075.00%	55	5400.00%
31 Dec, 22	166	1975.00%	27,363,712	20178.88%	100.00%	18124.90%	4	-	1	-
30 Sep, 22	8	-	134,937	-	0.55%	-	-	-	-	-
30 Sep, 15	-	-100.00%	-	-100.00%	-	-	-	-	-	-
30 Jun, 15	1	-	845	-	-	-	-	-	-	-
31 Mar, 15	1	-	845	-	-	-	-	-	-	-
31 Dec, 14	1	-	845	-	-	-	-	-	-	-
30 Jun, 14	-	-100.00%	-	-100.00%	-	-	-	-	-	-
31 Mar, 14	1	-98.59%	238,650	-97.51%	-	-	-	-	-	-
31 Dec, 13	71	7000.00%	9,586,692	1134419.76%	-	-	-	-	-	-

Stellar Bancorp Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source
May 24, 2024	Long Justin M	officer	SEVP, GC & Secretary	S-Sale	Sell	5,000	$22.88	$114.40K	53,532

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
May 24, 2024	Long Justin M	officer	SEVP, GC & Secretary	S-Sale	Sell	5,000	$22.88	$114.40K	53,532
Mar 21, 2024	Vitulli, III Ramon A.	officer	President	F-InKind	Sell	8,080	$23.16	$187.13K	117,228
Mar 21, 2024	Vitulli, III Ramon A.	officer	President	M-Exempt	Sell	13,262	$14.11	$187.13K	-

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Jun 12, 2024	Wilson William E Jr	director	-	A-Award	Buy	2,660	-	-	95,694
Jun 12, 2024	Williams John E Jr	director	-	A-Award	Buy	2,660	-	-	1,283,086
Jun 12, 2024	Tombar Tymothi O.	director	-	A-Award	Buy	2,660	-	-	2,660
Jun 12, 2024	Swinbank Joe B	director	-	A-Award	Buy	2,660	-	-	206,207
Jun 12, 2024	Robertson Fred S.	director	-	A-Award	Buy	2,660	-	-	20,744
Jun 12, 2024	Reaud Reagan A	director	-	A-Award	Buy	2,660	-	-	10,533
Jun 12, 2024	Penland Joe Sr	director	-	A-Award	Buy	2,660	-	-	583,090
Jun 12, 2024	Jeter Frances H.	director	-	A-Award	Buy	2,660	-	-	29,086
Jun 12, 2024	Havard Michael A	director	-	A-Award	Buy	2,660	-	-	64,883
Jun 12, 2024	Duplantier Jon-Al	director	-	A-Award	Buy	2,660	-	-	8,278
Jun 12, 2024	Dopjera Cynthia A	director	-	A-Award	Buy	2,660	-	-	8,665
Jun 12, 2024	Beckworth John	director	-	A-Award	Buy	2,660	-	-	103,991
Jun 12, 2024	Tombar Tymothi O.	director			Buy	-	-	-	-
May 24, 2024	Long Justin M	officer	SEVP, GC & Secretary	S-Sale	Sell	5,000	$22.88	$114.40K	53,532
Mar 21, 2024	Retzloff Steven F.	director, officer	Executive Chairman		Buy	-	-	-	-
Mar 21, 2024	Vitulli, III Ramon A.	officer	President	M-Exempt	Buy	13,262	$14.11	$187.13K	125,308
Mar 21, 2024	Vitulli, III Ramon A.	officer	President	F-InKind	Sell	8,080	$23.16	$187.13K	117,228
Mar 21, 2024	Vitulli, III Ramon A.	officer	President	M-Exempt	Sell	13,262	$14.11	$187.13K	-
Mar 19, 2024	Retzloff Steven F.	director, officer	Executive Chairman	A-Award	Buy	12,075	-	-	140,948
Mar 19, 2024	Retzloff Steven F.	director, officer	Executive Chairman	A-Award	Buy	8,050	-	-	128,873

The last insider sell of Stellar Bancorp's stock was made by Long Justin M on May 24 2024, selling 5,000 shares at $22.88 per share (valued at $114.40K).

Stellar Bancorp Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q2 2024	12	1	1200.00%
Q1 2024	15	9	166.67%
Q4 2023	1	9	11.11%
Q3 2023	2	3	66.67%
Q2 2023	18	-	-
Q1 2023	32	-	-
Q4 2022	32	33	96.97%
Q1 2014	-	18	-
Q3 2013	2	4	50.00%
Q2 2013	7	-	-
Q1 2013	5	-	-
Q3 2012	1	1	100.00%
Q2 2012	12	-	-
Q1 2012	11	1	1100.00%
Q2 2011	8	-	-
Q1 2011	7	6	116.67%
Q3 2010	1	-	-
Q2 2010	8	2	400.00%
Q1 2010	9	9	100.00%
Q3 2009	4	6	66.67%

12 total buy trades, and 1 total sell trades (buy/sell ratio of 12.00%) were made by Stellar Bancorp's insiders, as of Q2 2024.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q2 2024	-	1	-
Q1 2024	-	-	-
Q4 2023	-	2	-
Q3 2023	-	-	-
Q2 2023	8	-	-
Q1 2023	5	-	-
Q4 2022	-	12	-
Q1 2014	-	-	-
Q3 2013	-	-	-
Q2 2013	-	-	-
Q1 2013	-	-	-
Q3 2012	1	-	-
Q2 2012	-	-	-
Q1 2012	7	-	-
Q2 2011	1	-	-
Q1 2011	-	4	-
Q3 2010	1	-	-
Q2 2010	-	1	-
Q1 2010	-	6	-
Q3 2009	1	2	50.00%

As of Q2 2024, Insider owners conducted 0 open market buy trades and 1 open market sell trades of Stellar Bancorp's stocks.

Stellar Bancorp Peer Ownership

Ticker	Company
HBCP	Home Bancorp, Inc.
PBFS	Pioneer Bancorp, Inc.
CBU	Community Bank System, Inc.
CCB	Coastal Financial Corporation
MRBK	Meridian Corporation
CFB	CrossFirst Bankshares, Inc.
TCBC	TC Bancshares, Inc.
TCBS	Texas Community Bancshares, Inc.
FCAP	First Capital, Inc.
FNWD	Finward Bancorp
FFNW	First Financial Northwest, Inc.
HMNF	HMN Financial, Inc.
HFBL	Home Federal Bancorp, Inc. of Louisiana
CNOB	ConnectOne Bancorp, Inc.
NBHC	National Bank Holdings Corporation
FNWB	First Northwest Bancorp
BY	Byline Bancorp, Inc.
FRAF	Franklin Financial Services Corporation
BWFG	Bankwell Financial Group, Inc.

STEL Ownership FAQ

Who Owns Stellar Bancorp?

Stellar Bancorp is owned by institutional shareholders (78.48%), insiders (15.32%), and public (6.21%). The largest institutional shareholder of Stellar Bancorp is BLACKROCK INC. (20.86% of total shares) and the top mutual fund owner is PROSPECTOR FUNDS, INC. (0.26% of total shares).

Who are the major institutional shareholders of Stellar Bancorp?

Stellar Bancorp's major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, DIMENSIONAL FUND ADVISORS LP, STATE STREET CORP, and KING LUTHER CAPITAL MANAGEMENT CORP. The top five shareholders own together 44.49% of the company's share outstanding.

How many Stellar Bancorp shareholders are there?

As of Mar 2023, there are 150 institutional shareholders of Stellar Bancorp.

What percentage of Stellar Bancorp is owned by BLACKROCK INC?

BLACKROCK INC owns 7.3M shares of Stellar Bancorp, representing 20.86% of the company's total shares outstanding, valued at $179.72B (as of Mar 2023).

What percentage of Stellar Bancorp is owned by VANGUARD GROUP INC?

As of Mar 2023, VANGUARD GROUP INC holds 3.09M shares of Stellar Bancorp (STEL), compromising 8.84% of the company, valued at $76.12B.

What percentage of Stellar Bancorp is owned by DIMENSIONAL FUND ADVISORS LP?

DIMENSIONAL FUND ADVISORS LP is the third largest holder of Stellar Bancorp. The company owns 2.17M of the company's shares outstanding (worth $53.44B).