Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in STEL held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 6.7M | $247.0M | +0.1% | 13.251% | 0.00% |
| 2 | DIMENSIONAL FUND ADVISORS LP | 2.5M | $91.5M | +6.6% | 4.908% | 0.02% |
| 3 | STATE STREET CORP | 2.1M | $77.9M | +2.6% | 4.179% | 0.00% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 2.0M | $74.5M | β | 3.995% | 0.00% |
| 5 | BALYASNY ASSET MANAGEMENT LLC | 1.3M | $47.4M | +1754.0% | 2.542% | 0.16% |
| 6 | KING LUTHER CAPITAL MANAGEMENT CORP | 1.3M | $47.0M | 0.0% | 2.520% | 0.20% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 1.1M | $41.2M | +1.9% | 2.208% | 0.00% |
| 8 | VANGUARD PORTFOLIO MANAGEMENT LLC | 890K | $32.6M | β | 1.749% | 0.00% |
| 9 | Magnetar Financial LLC | 812K | $29.7M | β | 1.595% | 0.30% |
| 10 | NORTHERN TRUST CORP | 740K | $27.1M | +1.1% | 1.454% | 0.00% |
| 11 | CNH PARTNERS LLC | 686K | $25.1M | β | 1.347% | 0.41% |
| 12 | MILLENNIUM MANAGEMENT LLC | 589K | $21.6M | -47.0% | 1.158% | 0.01% |
| 13 | Polar Asset Management Partners Inc. | 532K | $19.5M | β | 1.045% | 0.43% |
| 14 | GOLDMAN SACHS GROUP INC | 471K | $17.2M | +9.7% | 0.924% | 0.00% |
| 15 | AMERICAN CENTURY COMPANIES INC | 440K | $16.1M | -28.8% | 0.863% | 0.01% |
| 16 | WATER ISLAND CAPITAL LLC | 431K | $15.8M | β | 0.847% | 2.10% |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 423K | $15.5M | -1.2% | 0.830% | 0.00% |
| 18 | UBS Group AG | 412K | $15.1M | +138.1% | 0.808% | 0.00% |
| 19 | MORGAN STANLEY | 405K | $14.8M | +7.9% | 0.795% | 0.00% |
| 20 | TORONTO DOMINION BANK | 381K | $14.0M | β | 0.749% | 0.02% |
| 21 | Bank of New York Mellon Corp | 327K | $12.0M | -41.6% | 0.642% | 0.00% |
| 22 | BANK OF AMERICA CORP /DE/ | 326K | $11.9M | +126.9% | 0.640% | 0.00% |
| 23 | ROYAL BANK OF CANADA | 314K | $11.5M | +0.6% | 0.617% | 0.00% |
| 24 | VANGUARD FIDUCIARY TRUST CO | 294K | $10.8M | β | 0.578% | 0.00% |
| 25 | HighTower Advisors, LLC | 280K | $10.2M | +0.5% | 0.549% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in STEL β a direct measure of their conviction.
Filings activity in STEL during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new STEL position in Q1 2026
Institutions that fully closed their STEL position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 225 | +17% | 59.48% | +10.07 pp | $1.18B | +20% |
| Q4 2025 | 193 | +3.2% | 49.41% | +1.36 pp | $978M | +2.8% |
| Q3 2025 | 187 | +2.7% | 48.05% | +4.91 pp | $951M | +11% |
| Q2 2025 | 182 | 5.2% | 43.14% | +1.61 pp | $854M | +3.9% |
| Q1 2025 | 192 | +6.1% | 41.53% | 1.55 pp | $822M | 3.6% |
| Q4 2024 | 181 | +3.4% | 43.08% | +5.30 pp | $853M | +14% |
| Q3 2024 | 175 | +7.4% | 37.78% | +4.59 pp | $748M | +14% |
| Q2 2024 | 163 | β | 33.19% | β | $657M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying STEL stock.
Based on Q1 2026 13F filings, institutional ownership of Stellar Bancorp, Inc. stands at 59.5%, held across 225 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of STEL, with approximately 6,747,686 shares worth $0.25B as of Q1 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of STEL, including MILLENNIUM MANAGEMENT LLC.
Our composite Smart Money Score for STEL is 69 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
58 institutions opened new positions in STEL during Q1 2026, while 26 fully exited. 135 added to existing positions and 29 trimmed.
STEL institutional ownership rose by 10.07 percentage points quarter-over-quarter, with a net change of +32 holders.
The top 10 institutions account for 60.8% of all reported 13F value in STEL, and the top 25 account for 80.4%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Stellar Bancorp, Inc. (STEL) Institutional Ownership