| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | 13% | $174,834,518 | 6,640,126 | BlackRock, Inc. | 30 Jun 2025 |
As of 30 Sep 2025, 187 institutional investors reported holding 31,583,061 shares of Stellar Bancorp, Inc. - Common Stock (STEL). This represents 61% of the company’s total 51,473,845 outstanding shares.
The largest institutional shareholders of Stellar Bancorp, Inc. - Common Stock (STEL) together control 52% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 13% | 6,708,303 | -1.2% | 0% | $203,529,918 |
| VANGUARD GROUP INC | 6.3% | 3,257,078 | +0.04% | 0% | $98,819,746 |
| DIMENSIONAL FUND ADVISORS LP | 4.5% | 2,298,419 | +2.1% | 0.01% | $69,733,451 |
| STATE STREET CORP | 4.3% | 2,190,828 | +3.5% | 0% | $66,469,722 |
| North Reef Capital Management LP | 3.6% | 1,829,937 | +19% | 2.6% | $55,520,289 |
| KING LUTHER CAPITAL MANAGEMENT CORP | 2.5% | 1,283,086 | 0% | 0.16% | $38,928,829 |
| MILLENNIUM MANAGEMENT LLC | 2.4% | 1,237,830 | +35% | 0.03% | $37,555,762 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 2.2% | 1,154,945 | +8.1% | 0.09% | $35,041,031 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.2% | 1,109,028 | +1.1% | 0% | $33,652,802 |
| NORTHERN TRUST CORP | 1.5% | 760,311 | +0.15% | 0% | $23,067,837 |
| AMERICAN CENTURY COMPANIES INC | 1.4% | 734,139 | -0.48% | 0.01% | $22,273,778 |
| Bank of New York Mellon Corp | 1.3% | 646,117 | +61% | 0% | $19,603,187 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.83% | 429,693 | +2% | 0% | $13,036,886 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.79% | 405,746 | +3.1% | 0.26% | $12,310,334 |
| WELLINGTON MANAGEMENT GROUP LLP | 0.74% | 380,576 | -41% | 0% | $11,546,676 |
| MORGAN STANLEY | 0.64% | 328,057 | -17% | 0% | $9,953,283 |
| Invesco Ltd. | 0.62% | 321,305 | +18% | 0% | $9,748,393 |
| Cooper Financial Group | 0.6% | 310,293 | 0% | 1% | $9,414,290 |
| GOLDMAN SACHS GROUP INC | 0.57% | 292,170 | +11% | 0% | $8,864,437 |
| HighTower Advisors, LLC | 0.54% | 279,101 | -2.5% | 0.01% | $8,467,924 |
| PRINCIPAL FINANCIAL GROUP INC | 0.43% | 223,199 | -1.8% | 0% | $6,771,858 |
| MERCER GLOBAL ADVISORS INC /ADV | 0.39% | 202,840 | -0.23% | 0.01% | $6,154,165 |
| Empowered Funds, LLC | 0.38% | 197,606 | +6.5% | 0.06% | $5,995,366 |
| CITADEL ADVISORS LLC | 0.35% | 181,271 | +289% | 0% | $5,499,762 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 0.35% | 180,246 | +15% | 0.02% | $5,468,664 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 255,671 | $7,910,777 | -$10,189,839 | $30.94 | 8 |
| 2025 Q3 | 31,583,061 | $958,156,546 | +$9,493,225 | $30.34 | 187 |
| 2025 Q2 | 31,255,929 | $867,831,486 | +$25,846,894 | $27.98 | 182 |
| 2025 Q1 | 30,133,826 | $832,950,687 | -$11,824,478 | $27.66 | 190 |
| 2024 Q4 | 30,506,823 | $865,054,110 | +$36,818,295 | $28.35 | 180 |
| 2024 Q3 | 29,257,240 | $757,394,045 | +$11,869,067 | $25.89 | 174 |
| 2024 Q2 | 28,895,806 | $664,238,334 | +$12,300,585 | $22.96 | 164 |
| 2024 Q1 | 28,344,107 | $690,367,764 | -$10,348,623 | $24.36 | 161 |
| 2023 Q4 | 29,037 | $808,390 | +$242,124 | $27.84 | 2 |
| 2023 Q3 | 26,836,528 | $572,300,423 | -$5,266,897 | $21.32 | 147 |
| 2023 Q2 | 27,502,742 | $630,166,607 | -$253,386 | $22.89 | 150 |
| 2023 Q1 | 27,017,081 | $664,316,189 | +$702,598 | $24.61 | 147 |
| 2022 Q4 | 26,460,418 | $778,704,961 | +$767,361,412 | $29.46 | 161 |
| 2022 Q3 | 121,020 | $3,539,592 | +$3,539,592 | $29.25 | 7 |