| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | 13% | $185,790,725 | 6,640,126 | BlackRock, Inc. | 30 Jun 2025 | |||
| North Reef Capital Management LP | 5.6% | $88,960,080 | 2,875,245 | North Reef Capital Management LP | 31 Dec 2025 |
As of 31 Dec 2025, 191 institutional investors reported holding 31,692,086 shares of Stellar Bancorp, Inc. - Common Stock, par value, $0.01 per share (STEL). This represents 62% of the company’s total 51,160,943 outstanding shares.
The largest institutional shareholders of Stellar Bancorp, Inc. - Common Stock, par value, $0.01 per share (STEL) together control 53% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 13% | 6,737,575 | +0.44% | 0% | $208,460,576 |
| VANGUARD GROUP INC | 6.4% | 3,275,827 | +0.58% | 0% | $101,354,087 |
| North Reef Capital Management LP | 5.6% | 2,875,245 | +57% | 3.6% | $88,960,080 |
| DIMENSIONAL FUND ADVISORS LP | 4.6% | 2,345,083 | +2% | 0.02% | $72,555,912 |
| STATE STREET CORP | 4.1% | 2,073,372 | -5.4% | 0% | $64,150,130 |
| KING LUTHER CAPITAL MANAGEMENT CORP | 2.5% | 1,283,086 | 0% | 0.16% | $39,698,681 |
| MILLENNIUM MANAGEMENT LLC | 2.2% | 1,112,352 | -10% | 0.02% | $34,416,171 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.2% | 1,102,956 | -0.55% | 0% | $34,129,649 |
| NORTHERN TRUST CORP | 1.4% | 732,101 | -3.7% | 0% | $22,651,204 |
| AMERICAN CENTURY COMPANIES INC | 1.2% | 617,207 | -16% | 0.01% | $19,096,384 |
| Bank of New York Mellon Corp | 1.1% | 560,495 | -13% | 0% | $17,341,715 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1% | 514,630 | -55% | 0.04% | $15,922,652 |
| GOLDMAN SACHS GROUP INC | 0.84% | 429,115 | +47% | 0% | $13,276,819 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.84% | 427,774 | -0.45% | 0% | $13,235,328 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.77% | 396,489 | -2.3% | 0.26% | $12,267,370 |
| MORGAN STANLEY | 0.73% | 374,981 | +14% | 0% | $11,601,940 |
| WELLINGTON MANAGEMENT GROUP LLP | 0.7% | 358,521 | -5.8% | 0% | $11,092,640 |
| ROYAL BANK OF CANADA | 0.61% | 312,474 | +23483% | 0% | $9,667,000 |
| Invesco Ltd. | 0.58% | 296,470 | -7.7% | 0% | $9,172,782 |
| HighTower Advisors, LLC | 0.54% | 278,330 | -0.28% | 0.01% | $8,611,530 |
| PRINCIPAL FINANCIAL GROUP INC | 0.43% | 219,605 | -1.6% | 0% | $6,794,579 |
| MERCER GLOBAL ADVISORS INC /ADV | 0.4% | 203,687 | +0.42% | 0.01% | $6,302,075 |
| UBS Group AG | 0.34% | 172,890 | +2.2% | 0% | $5,349,217 |
| Callahan Advisors, LLC | 0.32% | 162,234 | -0.31% | 0.41% | $5,019,519 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 0.31% | 159,467 | -12% | 0.02% | $4,933,909 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 31,692,086 | $980,627,882 | +$2,237,812 | $30.94 | 191 |
| 2025 Q3 | 31,585,093 | $958,218,063 | +$22,622,607 | $30.34 | 189 |
| 2025 Q2 | 30,860,729 | $863,796,494 | +$21,615,540 | $27.98 | 182 |
| 2025 Q1 | 30,133,826 | $832,950,935 | -$11,824,476 | $27.66 | 190 |
| 2024 Q4 | 30,506,823 | $865,054,088 | +$36,818,293 | $28.35 | 180 |
| 2024 Q3 | 29,257,240 | $757,394,201 | +$11,958,749 | $25.89 | 174 |
| 2024 Q2 | 28,892,341 | $664,158,409 | +$12,015,894 | $22.96 | 164 |
| 2024 Q1 | 28,352,650 | $690,576,408 | -$11,846,961 | $24.36 | 163 |
| 2023 Q4 | 28,853,355 | $802,712,672 | +$41,141,888 | $27.84 | 157 |
| 2023 Q3 | 27,260,955 | $581,348,746 | -$5,040,688 | $21.32 | 149 |
| 2023 Q2 | 27,502,756 | $630,167,093 | -$253,059 | $22.89 | 151 |
| 2023 Q1 | 27,473,203 | $675,541,057 | +$2,812,474 | $24.61 | 149 |
| 2022 Q4 | 27,266,877 | $802,462,792 | +$791,359,494 | $29.46 | 166 |
| 2022 Q3 | 134,937 | $3,837,592 | +$3,837,592 | $29.25 | 8 |