STEL — STELLAR BANCORP INC
Reported value held$659.81M
Funds holding (latest)38
Sector—
Funds holding (Q2 2026)32
Institutional value$542.21M · 13.82M sh
New / Add / Cut / Exit3 / 12 / 17 / 2
Top-5 / Top-10 concentration70.6% / 84.2%
Institutional holdings change
Reducing -4.2%
(-607.68K sh)
Institutional value change
Up +3.1%
As of Q2 2026, 32 SEC-registered investment managers reported holding STEL (STELLAR BANCORP INC) in their latest 13F filings, with a combined reported value of $542.21M across 13.82M shares. That is -4.2% by share count (-607.68K shares) versus the previous quarter, while reported value moved +3.1%. Ownership is concentrated: the five largest holders account for 70.6% of reported value and the top ten for 84.2%.
Compared with the prior quarter, 3 opened new positions, 12 added to existing stakes, 17 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 6.34M | $249.47M | 0.00% | Reduce |
| Vanguard Group history | Q4 2025 | 3.28M | $101.35M | 0.00% | Add |
| Millennium Management history | Q2 2026 | 1.42M | $55.76M | 0.02% | Add |
| Balyasny Asset Management history | Q2 2026 | 878.11K | $34.53M | 0.04% | Reduce |
| Geode Capital Management history | Q2 2026 | 549.08K | $21.60M | 0.00% | Reduce |
| Goldman Sachs Group history | Q2 2026 | 546.52K | $21.49M | 0.00% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 474.65K | $18.66M | 0.00% | New |
| Morgan Stanley history | Q2 2026 | 418.41K | $16.45M | 0.00% | Add |
| Bank of America Corp history | Q2 2026 | 357.24K | $14.05M | 0.00% | Add |
| Charles Schwab Investment Management history | Q2 2026 | 321.66K | $12.65M | 0.00% | Reduce |
| Two Sigma Investments history | Q2 2026 | 296.87K | $11.67M | 0.01% | Add |
| Northern Trust Corp history | Q2 2026 | 289.22K | $11.37M | 0.00% | Reduce |
| Renaissance Technologies history | Q2 2026 | 282.79K | $11.12M | 0.01% | Add |
| Wellington Management Group history | Q4 2025 | 358.52K | $11.09M | 0.00% | Reduce |
| Principal Global Investors history | Q2 2026 | 220.52K | $8.67M | 0.00% | Reduce |
| Arrowstreet Capital history | Q2 2026 | 214.14K | $8.42M | 0.00% | Add |
| Invesco Ltd history | Q2 2026 | 200.98K | $7.90M | 0.00% | Reduce |
| BNY Mellon history | Q2 2026 | 187.39K | $7.37M | 0.00% | Reduce |
| PSP Investments history | Q2 2026 | 157.45K | $6.19M | 0.02% | Reduce |
| D. E. Shaw & Co history | Q2 2026 | 142.56K | $5.61M | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 474.65K sh · $18.66M
- Point72 Asset Management 31.22K sh · $1.23M
- Bridgewater Associates 24.01K sh · $944.07K
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 19.50K sh · $714.10K
- Manulife Financial sold 12.43K sh · $454.88K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | 7.54M | 7.63M | 7.37M | 6.79M | 6.71M | 6.74M | 6.75M | 6.34M |
| Millennium Management | — | 106.58K | 69.18K | — | 137.84K | 153.60K | 214.43K | 206.71K | 283.95K | 784.21K | 882.43K | 919.82K | 1.24M | 1.11M | 589.48K | 1.42M |
| Balyasny Asset Management | — | — | — | — | — | — | 41.44K | 162.66K | 173.98K | 199.46K | — | — | 13.97K | 69.81K | 1.29M | 878.11K |
| Geode Capital Management | — | 864.65K | 896.41K | 930.62K | 983.61K | 1.03M | 1.06M | 1.10M | 1.12M | 1.11M | 1.14M | 1.10M | 1.11M | 1.10M | 1.12M | 549.08K |
| Goldman Sachs Group | — | 49.05K | 60.16K | 122.65K | 101.59K | 114.47K | 105.81K | 280.38K | 347.68K | 405.84K | 390.58K | 263.93K | 292.17K | 429.12K | 470.53K | 546.52K |
| JPMorgan Chase & Co | — | 177.21K | 164.80K | 102.82K | 93.06K | 112.03K | 128.77K | 47.09K | 103.88K | 193.07K | 91.78K | 76.61K | 78.15K | 97.28K | — | 474.65K |
| Morgan Stanley | — | 387.61K | 363.29K | 332.26K | 304.91K | 376.09K | 343.34K | 361.42K | 519.60K | 419.79K | 370.30K | 393.43K | 328.06K | 374.98K | 404.72K | 418.41K |
| Bank of America Corp | — | 59.02K | 63.71K | 52.19K | 58.66K | 75.46K | 75.41K | 71.44K | 68.07K | 69.10K | 130.41K | 146.12K | 170.57K | 143.53K | 325.71K | 357.24K |
| Charles Schwab Investment Management | — | 331.24K | 339.38K | 359.26K | 381.09K | 392.39K | 399.98K | 414.87K | 429.36K | 441.73K | 436.82K | 421.27K | 429.69K | 427.77K | 422.55K | 321.66K |
| Two Sigma Investments | — | 64.14K | — | — | — | — | — | — | — | — | — | — | 100.69K | 24.63K | 45.64K | 296.87K |
| Northern Trust Corp | — | 926.61K | 858.61K | 798.59K | 809.47K | 833.07K | 822.26K | 750.41K | 754.29K | 804.60K | 791.05K | 759.20K | 760.31K | 732.10K | 740.35K | 289.22K |
| Renaissance Technologies | — | 53.11K | 48.20K | 50.40K | 85.60K | — | — | — | — | — | — | — | — | — | 149.99K | 282.79K |
| Principal Global Investors | — | 271.85K | 271.98K | 257.93K | 253.18K | 244.56K | 243.74K | 232.75K | 224.85K | 230.59K | 236.90K | 227.24K | 223.20K | 219.60K | 222.06K | 220.52K |
| Arrowstreet Capital | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 28.25K | 214.14K |
| Invesco Ltd | — | 440.14K | 391.42K | 252.90K | 115.42K | 102.87K | 137.57K | 151.17K | 136.37K | 357.77K | 321.42K | 271.32K | 321.31K | 296.47K | 277.80K | 200.98K |
| BNY Mellon | — | 451.06K | 443.46K | 437.17K | 424.42K | 431.90K | 414.12K | 428.70K | 402.72K | 426.35K | 411.12K | 401.63K | 646.12K | 560.50K | 327.07K | 187.39K |
| PSP Investments | — | 80.87K | 79.17K | 80.42K | 57.98K | 97.26K | 97.26K | 103.72K | 101.12K | 118.42K | 150.77K | 156.20K | 180.25K | 159.47K | 163.44K | 157.45K |
| D. E. Shaw & Co | — | 34.47K | 12.63K | 10.34K | — | 7.49K | — | 15.65K | — | 7.19K | — | — | — | — | 35.15K | 142.56K |
| Citigroup Inc | — | 27.24K | 20.58K | 55.67K | 32.11K | 50.79K | 58.67K | 61.16K | 77.98K | 85.88K | 83.11K | 70.64K | 45.98K | 79.96K | 58.05K | 81.08K |
| Legal & General Investment Management America | — | 106.91K | 110.96K | 127.21K | 130.97K | 130.76K | 127.93K | 131.68K | 131.25K | 135.40K | 131.37K | 129.10K | 123.60K | 115.75K | 105.39K | 65.70K |