Stellar Bancorp Inc. (STEL) Ownership

33.62 ↓0.19 (-0.56%)
As of Market Close on December 1st, 2022.

Institutional Ownership

FJ Capital Management LLC is the biggest individual institutional holder of Stellar Bancorp Inc. (STEL), owning a total of 1.5 million shares. Combined, the top 20 institutional holders of STEL own 15.74% of the company with a total of 8.2 million shares.

In the latest ownership report on June 30th 2022, the top 20 institutional holders decreased their combined ownership of STEL by 36 thousand shares. 10 institutions bought 228,907 total additional shares and increased their ownership by an average of 65.90%. However 6 institutions sold 265,385 total shares and decreased their ownership by an average of 6.32%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Stellar Bancorp Inc. decreased by a net total of -36,478 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
FJ Capital Management LLC2.822%1.533%1,476,00022,2842022-06-30
King Luther Capital Management Corp2.353%0.000%1,230,42302022-06-30
Vanguard Group Inc1.807%0.073%945,0606892022-06-30
Basswood Capital Management LLC1.410%-20.227%737,247-186,9362022-06-30
State Street Corporation1.011%-11.615%528,495-69,4542022-06-30
Dimensional Fund Advisors, Inc.1.002%21.416%524,21992,4652022-06-30
Stieven Capital Advisors, L.p.0.787%1.179%411,7704,8002022-06-30
Integrated Wealth Concepts LLC0.642%0.000%335,94002022-06-30
Geode Capital Management, LLC0.640%2.420%334,9107,9142022-06-30
Clarus Group, Inc.0.428%0.000%223,94302022-06-30
HIGHLAND CAPITAL MANAGEMENT FUND ADVISORS0.403%-0.978%210,967-2,0832022-06-30
AllianceBernstein L.P.0.386%1.661%201,9653,3002022-06-30
BB&T Corp.0.340%0.000%177,80002022-06-30
Northern Trust Corp0.331%0.120%173,0682072022-06-30
Streettalk Advisors LLC0.265%-3.284%138,417-4,7002022-06-30
Charles Schwab Investment Management Inc0.251%-1.026%131,336-1,3622022-06-30
Citigroup Inc0.231%0.242%120,6632912022-06-30
Prospector Partners LLC0.215%0.538%112,1536002022-06-30
Millennium Management LLC0.214%629.867%111,65596,3572022-06-30
Argent Trust Co0.197%-0.817%103,228-8502022-06-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
FJ Capital Management LLC2.822%1.533%1,476,00022,2842022-06-30
King Luther Capital Management Corp2.353%0.000%1,230,42302022-06-30
Vanguard Group Inc1.807%0.073%945,0606892022-06-30
Basswood Capital Management LLC1.410%-20.227%737,247-186,9362022-06-30
State Street Corporation1.011%-11.615%528,495-69,4542022-06-30
Dimensional Fund Advisors, Inc.1.002%21.416%524,21992,4652022-06-30
Stieven Capital Advisors, L.p.0.787%1.179%411,7704,8002022-06-30
Integrated Wealth Concepts LLC0.642%0.000%335,94002022-06-30
Geode Capital Management, LLC0.640%2.420%334,9107,9142022-06-30
Clarus Group, Inc.0.428%0.000%223,94302022-06-30
HIGHLAND CAPITAL MANAGEMENT FUND ADVISORS0.403%-0.978%210,967-2,0832022-06-30
AllianceBernstein L.P.0.386%1.661%201,9653,3002022-06-30
BB&T Corp.0.340%0.000%177,80002022-06-30
Northern Trust Corp0.331%0.120%173,0682072022-06-30
Streettalk Advisors LLC0.265%-3.284%138,417-4,7002022-06-30
Charles Schwab Investment Management Inc0.251%-1.026%131,336-1,3622022-06-30
Citigroup Inc0.231%0.242%120,6632912022-06-30
Prospector Partners LLC0.215%0.538%112,1536002022-06-30
Millennium Management LLC0.214%629.867%111,65596,3572022-06-30
Argent Trust Co0.197%-0.817%103,228-8502022-06-30

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of Stellar Bancorp Inc. (STEL), owning a total of 3.3 million shares. Combined, the top 20 mutual fund holders of STEL own 20.19% of the company with a total of 10.6 million shares.

In the latest ownership report on October 31st 2022, the top 20 fund holders increased their combined ownership of STEL by 2.1 million shares. 13 funds bought 2,114,596 total additional shares and increased their ownership by an average of 85.47%. However 1 funds sold 2,706 total shares and decreased their ownership by an average of 1.84%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Stellar Bancorp Inc. increased by a net total of 2,111,890 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Small-Cap ETF6.360%0.261%3,326,0708,6712022-10-31
Vanguard Total Stock Mkt Idx Inv2.563%169.120%1,340,346842,2982022-10-31
iShares Russell 2000 ETF1.992%0.328%1,041,5683,4012022-10-31
Vanguard Extended Market Index Investor1.163%171.965%608,336384,6542022-10-31
iShares S&P Small-Cap 600 Value ETF0.957%0.248%500,2631,2362022-10-31
iShares Russell 2000 Value ETF0.920%0.297%481,2991,4252022-10-31
Vanguard Tax-Managed Small Cap Adm0.637%242.075%333,352235,9022022-10-31
SPDR® S&P 600 Small Cap Value ETF0.559%0.000%292,41702022-10-31
State St Russell Sm/Mid Cp® Indx NL Cl C0.467%152.818%244,278147,6562022-10-31
SPDR® Portfolio S&P 600 Sm Cap ETF0.429%0.172%224,0843842022-10-31
Dimensional US Targeted Value ETF0.428%0.000%223,89502022-10-31
Principal SmallCap S&P 600 Idx SP0.412%65.395%215,38785,1612022-10-31
Vanguard S&P Small-Cap 600 ETF0.394%144.712%205,854121,7332022-10-31
Schwab US Small-Cap ETF™0.358%0.000%187,19102022-10-31
State St Russell Sm Cap® Indx NL Cl C0.334%163.674%174,726108,4602022-10-31
Columbia Small Cap Index Inst0.332%0.000%173,615173,6152022-10-31
SPDR® S&P Regional Banking ETF0.276%-1.838%144,543-2,7062022-10-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Small-Cap ETF6.360%0.261%3,326,0708,6712022-10-31
Vanguard Total Stock Mkt Idx Inv2.563%169.120%1,340,346842,2982022-10-31
iShares Russell 2000 ETF1.992%0.328%1,041,5683,4012022-10-31
Vanguard Extended Market Index Investor1.163%171.965%608,336384,6542022-10-31
iShares S&P Small-Cap 600 Value ETF0.957%0.248%500,2631,2362022-10-31
Vanguard Instl Ttl Stck Mkt Idx Tr0.952%-7.602%498,048-40,9752022-09-30
iShares Russell 2000 Value ETF0.920%0.297%481,2991,4252022-10-31
Vanguard Tax-Managed Small Cap Adm0.637%242.075%333,352235,9022022-10-31
SPDR® S&P 600 Small Cap Value ETF0.559%0.000%292,41702022-10-31
State St Russell Sm/Mid Cp® Indx NL Cl C0.467%152.818%244,278147,6562022-10-31
SPDR® Portfolio S&P 600 Sm Cap ETF0.429%0.172%224,0843842022-10-31
Dimensional US Targeted Value ETF0.428%0.000%223,89502022-10-31
Principal SmallCap S&P 600 Idx SP0.412%65.395%215,38785,1612022-10-31
Vanguard S&P Small-Cap 600 ETF0.394%144.712%205,854121,7332022-10-31
NexPoint Merger Arbitrage Z0.383%-0.664%200,400-1,3402022-06-30
Schwab US Small-Cap ETF™0.358%0.000%187,19102022-10-31
State St Russell Sm Cap® Indx NL Cl C0.334%163.674%174,726108,4602022-10-31
Columbia Small Cap Index Inst0.332%0.000%173,615173,6152022-10-31
SPDR® S&P Regional Banking ETF0.276%-1.838%144,543-2,7062022-10-31
Fidelity® Small Cap Index0.272%2.506%142,0093,4722022-08-31

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