Stellar Bancorp Inc (STEL) — 13F Holders Deep Dive (Q2 2026)

STEL ranks #2834 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

STEL is a top-conviction position for Gardner Lewis Asset Management L P — at 7.1% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in STEL belongs to BlackRock, Inc., but the position matters far more to Gardner Lewis Asset Management L P, who has 7.1% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

California State Teachers Retirement System has added to its STEL position for two straight quarters, increasing it by $63.8M to reach $65.2M today.

Bank of New York Mellon Corp has trimmed its STEL position for two straight quarters, cutting it by $10.0M while still holding $7.4M.

STEL closed its latest fiscal year with net income of $102.9M.

• Profitable — net income of $102.9M in the latest fiscal year
• Revenue declined 2.3% year over year
• Net income declined year over year, from $115.0M to $102.9M
• Generated $97.0M in positive operating cash flow
• Liabilities run 5.48x equity — a highly leveraged balance sheet worth noting