Stellar Bancorp, Inc. (STEL) Institutional Ownership

Ownership Summary

Stellar Bancorp, Inc. (NYSE:STEL) currently has 56 active institutional owners and shareholders as of today (December 2025), that have filed 13F forms with the Securities Exchange Commission (SEC).

• Stellar Bancorp saw its institutional ownership percentage fell to 9.3% in December 2025 from 60.1% in September 2025.
• The company experienced a 2.48% quarterly change in institutional shares held, alongside a decrease of 68.72% in total owners annually.
• The latest 13F cycle for Stellar Bancorp reveals that of 56 total investors, 22 funds grew their exposure, whereas 20 reduced theirs and 14 made no changes.
• The total number of shares held by institutions in Stellar Bancorp increased to 4.90Mn as of December 2025, a net change of up by 118.61K shares quarter on quarter, and down 25.58Mn shares year over year.
• As of December 31, 2025, VANGUARD GROUP INC held Stellar Bancorp's largest shareholding position with over 3.28Mn shares, representing 6.23% of total outstanding shares.
• Among the most significant buyers of Stellar Bancorp during December 2025 were BESSEMER GROUP INC (98.43K), Clear Trail Advisors, LLC (46.37K), VANGUARD GROUP INC (18.75K), Inscription Capital, LLC (6.16K), UBS Group AG (3.69K).
• Leading sellers of Stellar Bancorp stock in December 2025 included Carlton Hofferkamp & Jenks Wealth Management, LLC (23.19K), FOCUS Wealth Advisors, LLC (18.97K), Teton Advisors, LLC (4.00K), PRINCIPAL FINANCIAL GROUP INC (3.59K), COMERICA BANK (2.65K).
• The top 10 institutional holders of Stellar Bancorp for the quarter ending December 2025 included VANGUARD GROUP INC (3.28Mn), PRINCIPAL FINANCIAL GROUP INC (219.60K), UBS Group AG (172.89K), FOCUS Wealth Advisors, LLC (151.93K), TRUIST FINANCIAL CORP (147.11K), Carlton Hofferkamp & Jenks Wealth Management, LLC (121.46K), BESSEMER GROUP INC (98.61K), Segment Wealth Management, LLC (83.08K), Universal- Beteiligungs- und Servicegesellschaft mbH (54.91K), Teton Advisors, LLC (51.50K).