Stellar Bancorp, Inc. (STEL) Institutional Ownership

Ownership Summary

A total of 190 institutions have reported a stake in Stellar Bancorp, Inc. (NYSE:STEL) as of September 2025, according to recent 13F filings with the SEC.

• The collective stake of institutional investors in Stellar Bancorp moved to 60.1% in September 2025, a shift down from the 60.4% reported for June 2025.
• Institutional share ownership changed by 2.21% QoQ, while the number of institutional owners saw an increase of 8.57% YoY.
• Of these 190 institutional investors, 84 increased their holdings in Stellar Bancorp, while 66 of them reduced positions, and 40 investors maintained their exposure.
• This class of investors increased its holdings in Stellar Bancorp to 31.58Mn shares for the 13F-cycle ending September 2025, up by 683.55K shares quarter on quarter, and up 2.33Mn shares year over year.
• BlackRock, Inc. continues to be the largest institutional holder of Stellar Bancorp as of September 30, 2025, with a position of 6.71Mn shares, representing 12.77% of the company's outstanding stock.
• Among the most significant buyers of Stellar Bancorp during September 2025 were MILLENNIUM MANAGEMENT LLC (318.01K), North Reef Capital Management LP (289.94K), Bank of New York Mellon Corp (244.48K), CITADEL ADVISORS LLC (181.27K), TWO SIGMA INVESTMENTS, LP (100.69K).
• Leading sellers of Stellar Bancorp stock in September 2025 included COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS (395.19K), WELLINGTON MANAGEMENT GROUP LLP (259.79K), BlackRock, Inc. (81.86K), MORGAN STANLEY (65.37K), SUSQUEHANNA INTERNATIONAL GROUP, LLP (63.27K).
• The top 10 institutional holders of Stellar Bancorp for the quarter ending September 2025 included BlackRock, Inc. (6.71Mn), VANGUARD GROUP INC (3.26Mn), DIMENSIONAL FUND ADVISORS LP (2.30Mn), STATE STREET CORP (2.19Mn), North Reef Capital Management LP (1.83Mn), KING LUTHER CAPITAL MANAGEMENT CORP (1.28Mn), MILLENNIUM MANAGEMENT LLC (1.24Mn), WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC (1.15Mn), GEODE CAPITAL MANAGEMENT, LLC (1.11Mn), NORTHERN TRUST CORP (760.31K).