Stellar Bancorp, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 7.63 M | $216.18 M | 1.13% | 14.24% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 02/07/2025 | 1.28 M | $36.30 M | 0.00% | 2.39% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 02/10/2025 | 1.21 M | $34.27 M | 12.97% | 2.26% |
| AMERICAN CENTURY COMPANIES INC | 02/11/2025 | 652,420 | $18.50 M | 26.84% | 1.22% |
| MERCER GLOBAL ADVISORS INC /ADV | 02/14/2025 | 201,538 | $5.71 M | -0.03% | 0.38% |
| BALYASNY ASSET MANAGEMENT L.P. | 02/14/2025 | 199,461 | $5.65 M | 14.64% | 0.37% |
| FOCUS WEALTH ADVISORS, LLC | 01/16/2025 | 195,888 | $5.55 M | -18.52% | 0.37% |
| ELIZABETH PARK CAPITAL ADVISORS, LTD. | 02/13/2025 | 186,217 | $5.28 M | 0.00% | 0.35% |
| TRUIST FINANCIAL CORP | 01/31/2025 | 175,258 | $4.97 M | 0.00% | 0.33% |
| CALLAHAN ADVISORS, LLC | 01/31/2025 | 166,730 | $4.73 M | -4.41% | 0.31% |
| GREAT LAKES ADVISORS, LLC | 02/10/2025 | 154,538 | $4.38 M | -7.66% | 0.29% |
| CARLTON HOFFERKAMP & JENKS WEALTH MANAGEMENT, LLC | 02/06/2025 | 149,670 | $4.42 M | -6.97% | 0.28% |
| EMPOWERED FUNDS, LLC | 01/28/2025 | 146,122 | $4.14 M | 5.06% | 0.27% |
| ROYCE & ASSOCIATES LP | 02/10/2025 | 138,222 | $3.92 M | -2.81% | 0.26% |
| RICHARD BERNSTEIN ADVISORS LLC | 02/04/2025 | 118,669 | $3.36 M | 0.00% | 0.22% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 02/14/2025 | 118,425 | $3.36 M | 17.12% | 0.22% |
| TUDOR INVESTMENT CORP ET AL | 02/14/2025 | 108,237 | $3.07 M | 106.28% | 0.20% |
| SEGMENT WEALTH MANAGEMENT, LLC | 01/17/2025 | 79,873 | $2.26 M | 0.04% | 0.15% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/06/2025 | 64,748 | $1.84 M | 0.00% | 0.12% |
| TETON ADVISORS, INC. | 02/13/2025 | 60,000 | $1.70 M | -4.00% | 0.11% |
| MENDON CAPITAL ADVISORS CORP | 02/14/2025 | 50,000 | $1.42 M | -33.33% | 0.09% |
| RMB CAPITAL MANAGEMENT, LLC | 02/13/2025 | 50,000 | $1.42 M | -33.33% | 0.09% |
| MCDANIEL TERRY & CO | 02/03/2025 | 46,419 | $1.32 M | 100.00% | 0.09% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 02/14/2025 | 43,942 | $1.25 M | 146.01% | 0.08% |
| FCA CORP /TX | 02/11/2025 | 41,209 | $1.17 M | -0.20% | 0.08% |
| CREDIT AGRICOLE S A | 02/14/2025 | 39,600 | $1.12 M | 0.00% | 0.07% |
| ACADEMY CAPITAL MANAGEMENT INC/TX | 02/06/2025 | 37,571 | $1.07 M | 0.00% | 0.07% |
| INTECH INVESTMENT MANAGEMENT LLC | 02/11/2025 | 37,027 | $1.05 M | 147.11% | 0.07% |
| SUNBELT SECURITIES, INC. | 02/18/2025 | 34,501 | $978,447 | 441.45% | 0.06% |
| INTEGRATED WEALTH CONCEPTS LLC | 02/14/2025 | 34,096 | $966,622 | -70.59% | 0.06% |
| RAFFERTY ASSET MANAGEMENT, LLC | 02/14/2025 | 31,478 | $892,401 | -2.61% | 0.06% |
| SFMG, LLC | 02/11/2025 | 30,711 | $870,657 | 0.00% | 0.06% |
| OXBOW ADVISORS, LLC | 02/03/2025 | 30,464 | $863,654 | 0.00% | 0.06% |
| BEACON POINTE ADVISORS, LLC | 02/14/2025 | 30,197 | $856,085 | -0.33% | 0.06% |
| CRESTMONT PRIVATE WEALTH LLC | 01/14/2025 | 28,799 | $816,456 | 0.49% | 0.05% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 02/14/2025 | 27,933 | $791,901 | 3.87% | 0.05% |
| STATE OF ALASKA, DEPARTMENT OF REVENUE | 01/27/2025 | 27,049 | $766,000 | -0.59% | 0.05% |
| ARGENT TRUST CO | 02/13/2025 | 26,308 | $745,832 | -20.66% | 0.05% |
| COREBRIDGE FINANCIAL, INC. | 02/11/2025 | 26,101 | $739,963 | -7.25% | 0.05% |
| ILLINOIS MUNICIPAL RETIREMENT FUND | 02/04/2025 | 25,480 | $722,358 | -0.82% | 0.05% |
| CROSSMARK GLOBAL HOLDINGS, INC. | 01/16/2025 | 23,935 | $679,000 | 0.00% | 0.04% |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 02/12/2025 | 23,359 | $662,000 | 100.00% | 0.04% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/10/2025 | 23,024 | $653,000 | 0.00% | 0.04% |
| LOUISIANA STATE EMPLOYEES RETIREMENT SYSTEM | 01/29/2025 | 23,000 | $652,050 | -0.43% | 0.04% |
| LINSCOMB & WILLIAMS, INC. | 02/05/2025 | 22,712 | $643,886 | 0.00% | 0.04% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 02/13/2025 | 22,387 | $634,508 | 0.04% | 0.04% |
| HANCOCK WHITNEY CORP | 02/14/2025 | 22,268 | $631,303 | 85.57% | 0.04% |
| YOUSIF CAPITAL MANAGEMENT, LLC | 01/27/2025 | 17,967 | $509,364 | -1.62% | 0.03% |
| DARK FOREST CAPITAL MANAGEMENT LP | 02/14/2025 | 16,840 | $477,414 | 100.00% | 0.03% |
| AVIDIAN WEALTH SOLUTIONS, LLC | 01/29/2025 | 16,517 | $468,257 | 0.00% | 0.03% |
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Stellar Bancorp, Inc. institutional Ownership - FAQ's
During the previous two years, 128 institutional investors and hedge funds held shares of Stellar Bancorp, Inc.. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 7.63 M
KING LUTHER CAPITAL MANAGEMENT CORP: 1.28 M
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC: 1.21 M
AMERICAN CENTURY COMPANIES INC: 652,420
MERCER GLOBAL ADVISORS INC /ADV: 201,538
BALYASNY ASSET MANAGEMENT L.P.: 199,461
56.95% of Stellar Bancorp, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 14.40 M shares in the last 24 months. This purchase volume represents approximately $401.62 M in transactions.