Companies / Stellar Bancorp, Inc. / Institutional holders

Stellar Bancorp, Inc.

Institutional holders · 13F as of Jun 30, 2026

Holder	Value	Shares	% of shares
BlackRock, Inc.	$249.47M	6,344,688	12.46%
VANGUARD GROUP INC	$101.35M	3,275,827	6.43%
North Reef Capital Management LP	$88.96M	2,875,245	5.65%
STATE STREET CORPORATION	$76.57M	1,947,340	3.82%
Dimensional Fund Advisors LP	$72.56M	2,345,083	4.61%
Balyasny Asset Management L.P.	$47.38M	1,294,172	2.54%
GEODE CAPITAL MANAGEMENT, LLC	$41.17M	1,124,361	2.21%
LKCM Private Discipline Master Fund, SPC / PDLP Lawson, LLC	$39.70M	1,283,086	2.52%
Magnetar Financial LLC	$29.74M	812,216	1.60%
AQR Arbitrage LLC	$25.11M	685,808	1.35%
NORTHERN TRUST CORP	$22.65M	732,101	1.44%
Millennium Management LLC	$21.58M	589,476	1.16%
Polar Asset Management Partners Inc.	$19.48M	532,000	1.04%
AMERICAN CENTURY COMPANIES INC	$19.10M	617,207	1.21%
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	$15.92M	514,630	1.01%
WATER ISLAND CAPITAL LLC	$15.79M	431,231	0.85%
THE GOLDMAN SACHS GROUP, INC.	$13.28M	429,115	0.84%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$13.24M	427,774	0.84%
Bank of New York Mellon Corp/The	$11.97M	327,066	0.64%
Morgan Stanley	$11.60M	374,982	0.74%
Royal Bank of Canada	$11.51M	314,250	0.62%
Wellington Management Group LLP	$11.09M	358,521	0.70%
Invesco Ltd.	$9.17M	296,470	0.58%
HighTower Advisors, LLC	$8.61M	278,330	0.55%
Principal Financial Group Inc	$8.13M	222,055	0.44%
ALPINE ASSOCIATES MANAGEMENT INC.	$6.91M	188,650	0.37%
Empowered Funds, LLC	$6.69M	216,249	0.42%
MERCER GLOBAL ADVISORS INC /ADV	$6.30M	203,687	0.40%
PUBLIC SECTOR PENSION INVESTMENT BOARD	$5.98M	163,437	0.32%
Callahan Advisors, LLC	$5.94M	162,161	0.32%
Renaissance Technologies LLC	$5.49M	149,986	0.29%
UBS Group AG	$5.35M	172,890	0.34%
FOCUS Wealth Advisors, LLC	$4.70M	151,926	0.30%
RHUMBLINE ADVISERS	$4.68M	127,928	0.25%
TRUIST FINANCIAL CORP	$4.55M	147,108	0.29%
BANK OF AMERICA CORP /DE	$4.44M	143,531	0.28%
AMERIPRISE FINANCIAL INC	$3.89M	125,634	0.25%
Jain Global LLC	$3.80M	122,919	0.24%
Carlton Hofferkamp & Jenks Wealth Management, LLC	$3.76M	121,456	0.24%
ROYCE & ASSOCIATES LP	$3.74M	120,797	0.24%
AQR Capital Management, LLC	$3.60M	98,340	0.19%
Legal & General Group Plc	$3.58M	115,749	0.23%
Texas Capital Bank Wealth Management Services Inc	$3.51M	89,267	0.18%
NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$3.49M	95,213	0.19%
Fortress Investment Group LLC	$3.27M	89,200	0.18%
HARVEST MANAGEMENT LLC	$3.22M	88,000	0.17%
Nuveen, LLC	$3.12M	100,821	0.20%
JPMORGAN CHASE & CO	$3.01M	97,276	0.19%
Swiss National Bank	$2.98M	96,262	0.19%
Citadel Advisors LLC	$2.97M	95,834	0.19%