Stellar Bancorp, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 11/12/2025 | 6.71 M | $203.53 M | -1.21% | 13.02% |
| VANGUARD GROUP INC | 11/07/2025 | 3.26 M | $98.82 M | 0.04% | 6.32% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 2.30 M | $69.73 M | 2.13% | 4.46% |
| STATE STREET CORP | 11/14/2025 | 2.19 M | $66.47 M | 3.49% | 4.25% |
| NORTH REEF CAPITAL MANAGEMENT LP | 11/14/2025 | 1.83 M | $55.52 M | 18.83% | 3.55% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 11/07/2025 | 1.28 M | $38.93 M | 0.00% | 2.49% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 1.24 M | $37.56 M | 34.57% | 2.40% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 11/12/2025 | 1.15 M | $35.04 M | 8.08% | 2.24% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 1.11 M | $33.65 M | 1.14% | 2.15% |
| NORTHERN TRUST CORP | 11/14/2025 | 760.31 K | $23.07 M | 0.15% | 1.48% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2025 | 734.14 K | $22.27 M | -0.48% | 1.42% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 646.12 K | $19.60 M | 60.87% | 1.25% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 429.69 K | $13.04 M | 2.00% | 0.83% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2025 | 405.75 K | $12.31 M | 3.06% | 0.79% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2025 | 380.58 K | $11.55 M | -40.57% | 0.74% |
| MORGAN STANLEY | 11/14/2025 | 328.06 K | $9.95 M | -16.62% | 0.64% |
| INVESCO LTD. | 11/13/2025 | 321.31 K | $9.75 M | 18.42% | 0.62% |
| COOPER FINANCIAL GROUP | 10/07/2025 | 310.29 K | $9.41 M | 0.00% | 0.60% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 292.17 K | $8.86 M | 10.70% | 0.57% |
| HIGHTOWER ADVISORS, LLC | 11/07/2025 | 279.10 K | $8.47 M | -2.47% | 0.54% |
| PRINCIPAL FINANCIAL GROUP INC | 11/04/2025 | 223.20 K | $6.77 M | -1.78% | 0.43% |
| MERCER GLOBAL ADVISORS INC /ADV | 11/14/2025 | 202.84 K | $6.15 M | -0.23% | 0.39% |
| EMPOWERED FUNDS, LLC | 11/13/2025 | 197.61 K | $6.00 M | 6.50% | 0.38% |
| CITADEL ADVISORS LLC | 11/14/2025 | 181.27 K | $5.50 M | 288.71% | 0.35% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 11/06/2025 | 180.25 K | $5.47 M | 15.39% | 0.35% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 179.25 K | $5.44 M | 2.43% | 0.35% |
| FOCUS WEALTH ADVISORS, LLC | 10/07/2025 | 170.90 K | $5.18 M | -12.76% | 0.33% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 170.57 K | $5.18 M | 16.73% | 0.33% |
| UBS GROUP AG | 11/13/2025 | 169.20 K | $5.13 M | 55.67% | 0.33% |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 11/14/2025 | 165.16 K | $5.01 M | 16.00% | 0.32% |
| CALLAHAN ADVISORS, LLC | 10/31/2025 | 162.73 K | $4.94 M | 0.00% | 0.32% |
| TRUIST FINANCIAL CORP | 11/03/2025 | 147.11 K | $4.46 M | -16.06% | 0.29% |
| CARLTON HOFFERKAMP & JENKS WEALTH MANAGEMENT, LLC | 10/29/2025 | 144.65 K | $4.31 M | 0.01% | 0.28% |
| RHUMBLINE ADVISERS | 11/06/2025 | 138.71 K | $4.21 M | -3.47% | 0.27% |
| ROYCE & ASSOCIATES LP | 11/12/2025 | 132.44 K | $4.02 M | -3.49% | 0.26% |
| LEGAL & GENERAL GROUP PLC | 11/13/2025 | 123.60 K | $3.75 M | -4.26% | 0.24% |
| NUVEEN, LLC | 11/12/2025 | 105.53 K | $3.20 M | 0.00% | 0.20% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 100.69 K | $3.06 M | 100.00% | 0.20% |
| SWISS NATIONAL BANK | 11/13/2025 | 94.86 K | $2.88 M | 0.00% | 0.18% |
| SEGMENT WEALTH MANAGEMENT, LLC | 10/20/2025 | 79.97 K | $2.43 M | 0.04% | 0.16% |
| JPMORGAN CHASE & CO | 11/26/2025 | 78.15 K | $2.37 M | 2.02% | 0.15% |
| UBS ASSET MANAGEMENT AMERICAS INC | 11/14/2025 | 76.22 K | $2.31 M | -44.54% | 0.15% |
| FIRST TRUST ADVISORS LP | 11/12/2025 | 75.17 K | $2.28 M | 0.34% | 0.15% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2025 | 70.11 K | $2.13 M | 89.35% | 0.14% |
| BARCLAYS PLC | 11/12/2025 | 69.56 K | $2.11 M | -33.98% | 0.14% |
| PARAGON CAPITAL MANAGEMENT LLC | 11/12/2025 | 65.85 K | $2.00 M | 0.00% | 0.13% |
| FINANCIAL SYNERGIES WEALTH ADVISORS, INC. | 10/27/2025 | 65.85 K | $2.00 M | 0.00% | 0.13% |
| LIGHTHOUSE INVESTMENT PARTNERS, LLC | 11/14/2025 | 64.12 K | $1.95 M | 100.00% | 0.12% |
| 11/12/2025 | 55.50 K | $1.68 M | 100.00% | 0.11% | |
| CREATIVE PLANNING | 11/14/2025 | 54.18 K | $1.64 M | 41.62% | 0.11% |
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Stellar Bancorp, Inc. institutional Ownership - FAQ's
During the previous two years, 214 institutional investors and hedge funds held shares of Stellar Bancorp, Inc.. The most heavily invested institutionals were:
BlackRock, Inc.: 6.71 M
VANGUARD GROUP INC: 3.26 M
DIMENSIONAL FUND ADVISORS LP: 2.3 M
STATE STREET CORP: 2.19 M
North Reef Capital Management LP: 1.83 M
KING LUTHER CAPITAL MANAGEMENT CORP: 1.28 M
61.23% of Stellar Bancorp, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 39.39 M shares in the last 24 months. This purchase volume represents approximately $1.25 B in transactions.