Stellar Bancorp

STEL • NYSE

Stellar Bancorp is a banks - regional company in the financial services sector on NYSE, led by Travis Jaggers, with a market cap of $1.7B. As of Q3 2025, 61% of shares are held by 188 institutional investors, with BlackRock, Inc. as the largest holder at 13.06%.

Chief Executive OfficerTravis Jaggers

Market Cap$1.7B

Banks - Regional

Financial Services

Employees980.0

Websitestellar.bank

Country

United States of America

Overview

Overview of institutional ownership in STEL as of Q3 2025 with a market cap of $1.6B

All Institutions

Institutions: 188
Value Held: $956.5M
Shares Held: 31.5M
Avg Position: $5.1M
Median Position: $461.6K

Hedge Funds

Hedge Funds: 12
Value Held: $110.6M
Shares Held: 3.6M
Avg Position: $9.2M
Median Position: $1.4M

Ownership Breakdown

Institutional (non-HF)

54.29%

$845.9M

Hedge Funds

7.1%

$110.6M

Retail & Other

38.61%

$601.6M

Based on market cap of $1.6B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in STEL as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
B BlackRock, Inc. Institution	-	$203.5M 0.00% of portfolio	13.06% 6.7M shares	Q4 2017 Held for 7y 11m	$5.67T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$98.8M 0.00% of portfolio	6.34% 3.3M shares	Q4 2017 Held for 7y 11m	$6.69T
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$69.7M 0.01% of portfolio	4.48% 2.3M shares	Q4 2018 Held for 6y 11m	$466.32B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$66.5M 0.00% of portfolio	4.27% 2.2M shares	Q4 2017 Held for 7y 11m	$2.88T
N North Reef Capital Management LP Hedge Fund•Long/Short	Daniel Mariano Locasto COO	$55.5M 2.60% of portfolio	3.56% 1.8M shares	Q1 2025 Held for 8 months	$2.1B
KING LUTHER CAPITAL MANAGEMENT CORP Long Only Manager	John Luther King CEO	$38.9M 0.16% of portfolio	2.50% 1.3M shares	Q4 2017 Held for 7y 11m	$24.3B
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	Dan Michael Berkovitz Chairman	$37.6M 0.03% of portfolio	2.41% 1.2M shares	Q2 2021 Held for 4y 5m	$121.98B
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC Long Only Manager	Brent Walker Gledhill CEO	$35.0M 0.09% of portfolio	2.25% 1.2M shares	Q3 2023 Held for 2y 2m	$38.7B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$33.7M 0.00% of portfolio	2.16% 1.1M shares	Q1 2018 Held for 7y 8m	$1.57T
NORTHERN TRUST CORP Institution	Michael G. O'Grady CEO	$23.1M 0.00% of portfolio	1.48% 760.3K shares	Q4 2017 Held for 7y 11m	$782.01B

Net Capital Flow

Institutional buying and selling activity for STEL in Q3 2025

Traded: +$22.9M
Buyers: 84
Sellers: 77
Total Bought: +$55.7M
Total Sold: −$32.8M
Avg Position: $4.7M

Biggest Buyers

Institution	Net Bought	Current Position
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$9.6M +318.0K shares	$37.6M 1.2M shares
N North Reef Capital Management LP Hedge Fund•Long/Short	+$8.8M +289.9K shares	$55.5M 1.8M shares
Bank of New York Mellon Corp Institution	+$7.4M +244.5K shares	$19.6M 646.1K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	+$4.1M +134.6K shares	$5.5M 181.3K shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	+$3.1M +100.7K shares	$3.1M 100.7K shares
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC Long Only Manager	+$2.6M +86.4K shares	$35.0M 1.2M shares
STATE STREET CORP Institution	+$2.2M +73.9K shares	$66.5M 2.2M shares
Lighthouse Investment Partners, LLC Fund of Funds	+$1.9M +64.1K shares	$1.9M 64.1K shares
UBS Group AG Institution	+$1.8M +60.5K shares	$5.1M 169.2K shares
Invesco Ltd. ETF Provider	+$1.5M +50.0K shares	$9.7M 321.3K shares

Biggest Sellers

Institution	Net Sold	Current Position
WELLINGTON MANAGEMENT CO LLP Long Only Manager	−$7.9M −259.8K shares	$11.5M 380.6K shares
GREAT LAKES ADVISORS, LLC Long Only Manager	−$2.6M −91.2K shares	Sold Off 0 shares
B BlackRock, Inc. Institution	−$2.5M −81.9K shares	$203.5M 6.7M shares
MORGAN STANLEY RIA/Wealth	−$2.0M −65.4K shares	$10.0M 328.1K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$1.9M −63.3K shares	$462.3K 15.2K shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$1.9M −61.2K shares	$2.3M 76.2K shares
Steward Partners Investment Advisory, LLC RIA/Wealth	−$1.8M −64.7K shares	Sold Off 0 shares
T TEXAS PERMANENT SCHOOL FUND Institution	−$1.1M −40.7K shares	Sold Off 0 shares
BARCLAYS PLC Institution	−$1.1M −35.8K shares	$2.1M 69.6K shares
BB&T CORP Institution	−$854.1K −28.2K shares	$4.5M 147.1K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited STEL in Q3 2025

New Positions: 14
New Value: $3.9M
Exited Positions: 13
Exited Value: $7.0M

New Positions

Institution	Position Value
Lighthouse Investment Partners, LLC Fund of Funds	$1.9M 64.1K shares
Quantinno Capital Management LP Hedge Fund•Market Neutral	$727.5K 24.0K shares
M MQS Management LLC Hedge Fund•Global Macro	$375.1K 12.4K shares
IEQ CAPITAL, LLC RIA/Wealth	$323.6K 10.7K shares
E EVERGREEN CAPITAL MANAGEMENT LLC Institution	$248.1K 8.2K shares
HPM Partners LLC RIA/Wealth	$207.6K 6.8K shares
ISAM Funds Ltd Hedge Fund•Quant	$83.1K 2.7K shares
B BRYN MAWR TRUST CO/PA Institution	$7.9K 259.0 shares
O Optiver Holding B.V. Institution	$7.8K 256.0 shares
Sontag Advisory, LLC RIA/Wealth	$2.5K 81.0 shares

Exited Positions

Institution	Previous Position
GREAT LAKES ADVISORS, LLC Long Only Manager	$2.6M 91.2K shares
Steward Partners Investment Advisory, LLC RIA/Wealth	$1.8M 64.7K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$1.1M 40.7K shares
X XTX Topco Ltd Institution	$492.3K 17.6K shares
Verition Fund Management LLC Hedge Fund•Multi-Strategy	$442.6K 15.8K shares
BANK OF MONTREAL /CAN/ Institution	$210.9K 7.5K shares
Vident Advisory, LLC ETF Provider	$201.8K 7.2K shares
R Ronald Blue Trust, Inc. Institution	$56.2K 2.0K shares
W WHITE BAY PT LLC Institution	$45.0K 1.6K shares
TWIN PEAKS WEALTH ADVISORS, LLC RIA/Wealth	$5.5K 189.0 shares

Options Activity

Institutions with the largest Call and Put options positions in STEL as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with STEL as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
N North Reef Capital Management LP Hedge Fund•Long/Short	Daniel Mariano Locasto COO	2.60% $55.5M	3.56% 1.8M shares	Q1 2025 Held for 8 months	$2.1B
FOCUS Wealth Advisors, LLC RIA/Wealth	Mark Andrew Frugoni Managing Partner	2.49% $5.2M	0.33% 170.9K shares	Q4 2022 Held for 2y 11m	$208.1M
C Carlton Hofferkamp & Jenks Wealth Management, LLC Institution	-	1.45% $4.3M	0.28% 144.6K shares	Q3 2022 Held for 3y 2m	$297.8M
Cooper Financial Group RIA/Wealth	Arthur Young Cooper Managing Partner	1.04% $9.4M	0.60% 310.3K shares	Q2 2025 Held for 5 months	$903.5M
Paragon Capital Management LLC RIA/Wealth	Craig Barton Novorr Member	0.96% $2.0M	0.13% 65.8K shares	Q2 2025 Held for 5 months	$207.1M
Callahan Advisors, LLC RIA/Wealth	David Bruce Shepard President	0.42% $4.9M	0.32% 162.7K shares	Q4 2017 Held for 7y 11m	$1.2B
FCA CORP /TX RIA/Wealth	Robert Warner Scharar CEO	0.35% $1.2M	0.08% 40.4K shares	Q2 2023 Held for 2y 5m	$353.4M
WJ Interests, LLC RIA/Wealth	Jared William Jameson CEO	0.34% $834.7K	0.05% 27.5K shares	Q3 2024 Held for 1y 2m	$247.6M
E EJF Capital LLC Institution	-	0.30% $532.9K	0.03% 17.6K shares	Q4 2022 Held for 2y 11m	$174.8M
B BRIDGEWAY CAPITAL MANAGEMENT INC Long Only Manager	John Noland Ryan Montgomery CEO	0.26% $12.3M	0.79% 405.7K shares	Q4 2022 Held for 2y 11m	$4.7B

Hedge Fund Spotlight

Discover hedge funds investing in STEL

Quantinno Capital Management LP

Hedge Fund • Market Neutral

Portfolio ManagerHoon Nmn Kim

Portfolio Value: $36.6B
Positions: 2,911
Last Reported: Q3 2025

Sector Allocation

Position in Stellar Bancorp

Market Value: $727.5K
Shares Held: 24.0K
Portfolio Weight: 0.00%
Owned Since: 2025-Q3

Top Holding	Sector	Market Value	Weight
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2 Apple AAPL	Consumer Electronics Technology	$1.9B	5.06%
3 Microsoft MSFT	Software - Infrastructure Technology	$1.4B	3.93%