Stellar Bancorp Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 02/12/2026 | 6.74 M | $208.46 M | 0.44% | 13.02% |
| VANGUARD GROUP INC | 01/29/2026 | 3.28 M | $101.35 M | 0.58% | 6.33% |
| NORTH REEF CAPITAL MANAGEMENT LP | 02/17/2026 | 2.88 M | $88.96 M | 57.12% | 5.56% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 2.35 M | $72.56 M | 2.03% | 4.53% |
| STATE STREET CORP | 02/13/2026 | 2.07 M | $64.15 M | -5.36% | 4.01% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 02/09/2026 | 1.28 M | $39.70 M | 0.00% | 2.48% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 1.11 M | $34.42 M | -10.14% | 2.15% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 1.10 M | $34.13 M | -0.55% | 2.13% |
| NORTHERN TRUST CORP | 02/17/2026 | 732.10 K | $22.65 M | -3.71% | 1.43% |
| AMERICAN CENTURY COMPANIES INC | 02/13/2026 | 617.21 K | $19.10 M | -15.93% | 1.21% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 560.50 K | $17.34 M | -13.25% | 1.08% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 02/09/2026 | 514.63 K | $15.92 M | -55.44% | 0.99% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 429.12 K | $13.28 M | 46.87% | 0.83% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 427.77 K | $13.24 M | -0.45% | 0.83% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/17/2026 | 396.49 K | $12.27 M | -2.28% | 0.77% |
| MORGAN STANLEY | 02/13/2026 | 374.98 K | $11.60 M | 14.30% | 0.72% |
| WELLINGTON MANAGEMENT GROUP LLP | 02/17/2026 | 358.52 K | $11.09 M | -5.80% | 0.70% |
| ROYAL BANK OF CANADA | 02/17/2026 | 312.47 K | $9.67 M | 23,465.16% | 0.60% |
| INVESCO LTD. | 02/19/2026 | 296.47 K | $9.17 M | -7.73% | 0.57% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 278.33 K | $8.61 M | -0.28% | 0.54% |
| PRINCIPAL FINANCIAL GROUP INC | 02/02/2026 | 219.61 K | $6.79 M | -1.61% | 0.43% |
| EMPOWERED FUNDS, LLC | 02/11/2026 | 216.25 K | $6.69 M | 9.43% | 0.42% |
| MERCER GLOBAL ADVISORS INC /ADV | 02/18/2026 | 203.69 K | $6.30 M | 0.42% | 0.39% |
| UBS GROUP AG | 01/29/2026 | 172.89 K | $5.35 M | 2.18% | 0.33% |
| CALLAHAN ADVISORS, LLC | 02/06/2026 | 162.23 K | $5.02 M | -0.31% | 0.31% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 02/13/2026 | 159.47 K | $4.93 M | -11.53% | 0.31% |
| FOCUS WEALTH ADVISORS, LLC | 01/09/2026 | 151.93 K | $4.70 M | -11.10% | 0.30% |
| TRUIST FINANCIAL CORP | 02/02/2026 | 147.11 K | $4.55 M | 0.00% | 0.29% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 143.53 K | $4.44 M | -15.85% | 0.28% |
| RHUMBLINE ADVISERS | 02/13/2026 | 128.53 K | $3.98 M | -7.34% | 0.25% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 125.63 K | $3.89 M | -29.91% | 0.25% |
| CARLTON HOFFERKAMP & JENKS WEALTH MANAGEMENT, LLC | 01/22/2026 | 121.46 K | $3.76 M | -16.03% | 0.24% |
| JAIN GLOBAL LLC | 02/17/2026 | 122.92 K | $3.80 M | 100.00% | 0.24% |
| ROYCE & ASSOCIATES LP | 02/09/2026 | 120.80 K | $3.74 M | -8.79% | 0.23% |
| LEGAL & GENERAL GROUP PLC | 02/09/2026 | 115.75 K | $3.58 M | -6.35% | 0.22% |
| NUVEEN, LLC | 02/12/2026 | 100.82 K | $3.12 M | -4.46% | 0.19% |
| BESSEMER GROUP INC | 02/05/2026 | 98.61 K | $3.05 M | 54,988.83% | 0.19% |
| JPMORGAN CHASE & CO | 02/11/2026 | 97.28 K | $3.01 M | 24.47% | 0.19% |
| SWISS NATIONAL BANK | 02/12/2026 | 96.26 K | $2.98 M | 1.48% | 0.19% |
| CITADEL ADVISORS LLC | 02/17/2026 | 95.83 K | $2.97 M | -47.13% | 0.19% |
| BARCLAYS PLC | 02/13/2026 | 84.27 K | $2.61 M | 21.16% | 0.16% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/13/2026 | 84.27 K | $2.61 M | 10.56% | 0.16% |
| SEGMENT WEALTH MANAGEMENT, LLC | 01/29/2026 | 83.08 K | $2.57 M | 3.89% | 0.16% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 78.98 K | $2.44 M | 5.07% | 0.15% |
| CITIGROUP INC | 02/13/2026 | 79.96 K | $2.47 M | 73.90% | 0.15% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 77.99 K | $2.41 M | 11.23% | 0.15% |
| JANE STREET GROUP, LLC | 02/12/2026 | 75.41 K | $2.33 M | 73.23% | 0.15% |
| TREXQUANT INVESTMENT LP | 02/17/2026 | 72.83 K | $2.25 M | 100.00% | 0.14% |
| BALYASNY ASSET MANAGEMENT L.P. | 02/17/2026 | 69.81 K | $2.16 M | 399.53% | 0.14% |
| PARAGON CAPITAL MANAGEMENT LLC | 02/13/2026 | 65.85 K | $2.04 M | 0.00% | 0.13% |
Stellar Bancorp Inc institutional Ownership - FAQ's
During the previous two years, 226 institutional investors and hedge funds held shares of Stellar Bancorp Inc. The most heavily invested institutionals were:
UBS Group AG: 411,666
Bank of New York Mellon Corp: 327,066
HighTower Advisors, LLC: 279,753
PRINCIPAL FINANCIAL GROUP INC: 222,055
ALPINE ASSOCIATES MANAGEMENT INC.: 188,650
ABC ARBITRAGE SA: 159,824
61.66% of Stellar Bancorp Inc stock is owned by institutional investors.
Institutional investors have bought a total of 40.87 M shares in the last 24 months. This purchase volume represents approximately $1.50 B in transactions.