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Stellarone (STEL) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Stellarone (NYSE:STEL)

Current
Institutional Ownership
Percentage
54.15%
Number of
Institutional Buyers
(last 12 months)
83
Total
Institutional Inflows
(last 12 months)
$159.77M
Number of
Institutional Sellers
(last 12 months)
64
Total
Institutional Outflows
(last 12 months)
$61.81M
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STEL Institutional Buying and Selling by Quarter

Stellarone Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/9/2026 Harrell Investment Partners LLC6,140$241K0.1%-4.7%0.012%
6/3/2026 Parallel Advisors LLC1,894$69K0.0%+202.1%0.004%
5/19/2026 Bank of America Corp DE325,715$11.92M0.0%+126.9%0.640%
5/18/2026California State Teachers Retirement System67,094$2.46M0.0%+49.4%0.132%
5/18/2026 Royal Bank of Canada314,250$11.51M0.0%+0.6%0.617%
5/16/2026 The Manufacturers Life Insurance Company 12,425$455K0.0%-43.2%0.024%
5/16/2026 Quantinno Capital Management LP38,245$1.40M0.0%+38.7%0.075%
5/16/2026 Polar Asset Management Partners Inc.532,000$19.48M0.4%N/A1.045%
5/16/2026 SummitTX Capital L.P.10,341$379K0.0%N/A0.020%
5/15/2026 Entropy Technologies LP8,257$302K0.0%N/A0.016%
5/14/2026 Renaissance Technologies LLC149,986$5.49M0.0%N/A0.295%
5/14/2026 Teton Advisors LLC43,800$1.60M1.1%-15.0%0.086%
5/14/2026 FCA Corp TX38,876$1.42M0.4%+2.0%0.076%
5/14/2026 Arrowstreet Capital Limited Partnership28,250$1.03M0.0%N/A0.055%
5/14/2026 Sei Investments Co.7,522$275K0.0%N/A0.015%
5/13/2026 Cetera Investment Advisers6,092$223K0.0%N/A0.012%
5/13/2026 First Trust Advisors LP76,199$2.79M0.0%-3.5%0.150%
5/7/2026 Dimensional Fund Advisors LP2,499,218$91.49M0.0%+6.6%4.908%
5/7/2026 Parallel Advisors LLC1,894$69K0.0%+202.1%0.004%
5/6/2026 Bessemer Group Inc.48,509$1.78M0.0%-50.8%0.095%
5/4/2026 ABC Arbitrage SA159,824$5.85M0.8%N/A0.314%
5/4/2026 Principal Financial Group Inc.222,055$8.13M0.0%+1.1%0.436%
5/1/2026 Fifth Third Bancorp9,842$360K0.0%+5,026.0%0.019%
4/30/2026 Hsbc Holdings PLC41,740$1.53M0.0%N/A0.082%
4/28/2026 Carlton Hofferkamp & Jenks Wealth Management LLC48,384$1.82M0.5%-60.2%0.095%
4/27/2026 New York State Teachers Retirement System8,272$303K0.0%-15.7%0.016%
4/25/2026 Strs Ohio22,600$827K0.0%+1.3%0.044%
4/22/2026 Janney Montgomery Scott LLC5,524$202K0.0%N/A0.011%
4/22/2026 Sterling Capital Management LLC1,537$56K0.0%-43.3%0.003%
4/22/2026 Beaumont Asset Management L.L.C.45,801$1.68M0.8%N/A0.090%
4/21/2026 Louisiana State Employees Retirement System20,300$743K0.0%N/A0.040%
4/16/2026 SG Americas Securities LLC13,064$478K0.0%-2.8%0.026%
2/19/2026 Invesco Ltd.296,470$9.17M0.0%-7.7%0.555%
2/18/2026 Mercer Global Advisors Inc. ADV203,687$6.30M0.0%+0.4%0.381%
2/18/2026 State of Tennessee Department of Treasury10,258$317K0.0%-7.3%0.019%
2/18/2026Empowered Funds LLC216,249$6.69M0.1%+9.4%0.405%
2/18/2026 XTX Topco Ltd23,861$738K0.0%N/A0.045%
2/18/2026 Wellington Management Group LLP358,521$11.09M0.0%-5.8%0.671%
2/18/2026 Tudor Investment Corp ET AL7,428$230K0.0%N/A0.014%
2/18/2026 Millennium Management LLC1,112,352$34.42M0.0%-10.1%2.083%
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2/18/2026 Man Group plc8,484$262K0.0%N/A0.016%
2/18/2026 Balyasny Asset Management L.P.69,805$2.16M0.0%+399.5%0.131%
2/18/2026 Bridgeway Capital Management LLC396,489$12.27M0.3%-2.3%0.742%
2/17/2026 AQR Capital Management LLC77,985$2.41M0.0%+11.2%0.146%
2/17/2026 Jain Global LLC122,919$3.80M0.0%N/A0.230%
2/17/2026 North Reef Capital Management LP2,875,245$88.96M3.6%+57.1%5.384%
2/17/2026 Trexquant Investment LP72,828$2.25M0.0%N/A0.136%
2/17/2026 Price T Rowe Associates Inc. MD44,867$1.39M0.0%+9.1%0.084%
2/17/2026California State Teachers Retirement System44,899$1.39M0.0%-4.0%0.084%
2/17/2026 ExodusPoint Capital Management LP29,681$918K0.0%-82.0%0.056%
2/17/2026 Royal Bank of Canada312,474$9.67M0.0%+23,465.2%0.585%
2/16/2026 Barclays PLC84,273$2.61M0.0%+21.2%0.158%
2/13/2026 The Manufacturers Life Insurance Company 21,871$677K0.0%-6.0%0.041%
2/13/2026 Public Sector Pension Investment Board159,467$4.93M0.0%-11.5%0.299%
2/13/2026 Rafferty Asset Management LLC31,220$966K0.0%-36.8%0.058%
2/13/2026 First Trust Advisors LP78,979$2.44M0.0%+5.1%0.148%
2/13/2026 Charles Schwab Investment Management Inc.427,774$13.24M0.0%-0.4%0.801%
2/13/2026 State Street Corp2,073,372$64.15M0.0%-5.4%3.883%
2/13/2026 Ieq Capital LLC11,686$362K0.0%+9.6%0.022%
2/13/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC84,272$2.61M0.0%+10.6%0.158%
2/13/2026 Wells Fargo & Company MN53,938$1.67M0.0%+48.8%0.101%
2/12/2026 Jane Street Group LLC75,405$2.33M0.0%+73.2%0.141%
2/12/2026 DRW Securities LLC7,096$220K0.0%N/A0.013%
2/12/2026 MetLife Investment Management LLC26,572$822K0.0%-8.4%0.050%
2/12/2026 Dimensional Fund Advisors LP2,345,083$72.56M0.0%+2.0%4.392%
2/12/2026 New York State Common Retirement Fund15,101$467K0.0%+12.7%0.028%
2/12/2026 Campbell & CO Investment Adviser LLC9,750$302K0.0%N/A0.018%
2/12/2026 Swiss National Bank96,262$2.98M0.0%+1.5%0.180%
2/12/2026 Nuveen LLC100,821$3.12M0.0%-4.5%0.189%
2/11/2026Empowered Funds LLC216,249$6.69M0.1%+9.4%0.405%
2/11/2026 Illinois Municipal Retirement Fund24,832$768K0.0%+4.1%0.047%
2/11/2026 Deutsche Bank AG44,093$1.36M0.0%+6.0%0.083%
2/11/2026 FCA Corp TX38,120$1.18M0.3%-5.6%0.071%
2/11/2026 Cerity Partners LLC10,610$328K0.0%+55.0%0.020%
2/11/2026 Franklin Resources Inc.31,736$982K0.0%N/A0.059%
2/11/2026Brandywine Global Investment Management LLC33,871$1.05M0.0%-2.9%0.063%
2/10/2026 Goldman Sachs Group Inc.429,115$13.28M0.0%+46.9%0.804%
2/10/2026 Sfmg LLC25,153$778K0.1%-7.4%0.047%
2/10/2026 Commonwealth of Pennsylvania Public School Empls Retrmt SYS11,405$353K0.0%-3.1%0.021%
2/10/2026 Linscomb Wealth Inc.16,712$517K0.0%-26.4%0.031%
2/10/2026 Intech Investment Management LLC17,383$538K0.0%-10.4%0.033%
2/9/2026 Texas Capital Bank Wealth Management Services Inc38,580$1.19M0.1%N/A0.072%
2/9/2026 Geode Capital Management LLC1,102,956$34.13M0.0%-0.5%2.065%
2/9/2026 Royce & Associates LP120,797$3.74M0.0%-8.8%0.226%
2/9/2026 William Blair Investment Management LLC514,630$15.92M0.0%-55.4%0.964%
2/9/2026 MQS Management LLC18,432$570K0.3%+49.1%0.035%
2/6/2026 Americana Partners LLC19,763$611K0.0%N/A0.037%
2/6/2026 Callahan Advisors LLC162,234$5.02M0.4%-0.3%0.304%
2/6/2026 ProShare Advisors LLC9,139$283K0.0%+3.3%0.017%
2/6/2026 HighTower Advisors LLC278,330$8.61M0.0%-0.3%0.521%
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2/5/2026 Teton Advisors LLC51,500$1.59M1.1%-7.2%0.096%
2/4/2026 Oxbow Advisors LLC28,368$878K0.1%-6.9%0.053%
1/29/2026Comerica Bank9,932$307K0.0%-21.0%0.019%
1/29/2026 Inscription Capital LLC29,752$921K0.1%+26.1%0.056%
1/29/2026 UBS Group AG172,890$5.35M0.0%+2.2%0.324%
1/29/2026 Teachers Retirement System of The State of Kentucky11,630$360K0.0%-11.0%0.022%
1/29/2026Vanguard Group Inc.3,275,827$101.35M0.0%+0.6%6.135%
1/29/2026 Segment Wealth Management LLC83,079$2.57M0.1%+3.9%0.156%
1/28/2026 Arizona State Retirement System13,617$421K0.0%-5.9%0.026%
1/28/2026 Universal Beteiligungs und Servicegesellschaft mbH54,907$1.70M0.0%+2.2%0.103%


STEL Institutional Ownership - Frequently Asked Questions

During the previous two years, 188 institutional investors and hedge funds held shares of Stellarone. The most heavily invested institutionals were Vanguard Group Inc. ($101.35M), Dimensional Fund Advisors LP ($91.49M), North Reef Capital Management LP ($88.96M), State Street Corp ($64.15M), King Luther Capital Management Corp ($35.90M), Millennium Management LLC ($34.42M), and Geode Capital Management LLC ($34.13M).Learn more on Stellarone's institutional investors.

54.15% of Stellarone's stock is owned by institutional investors. Learn more on STEL's institutional investor holdings.

Of the 144 institutional investors that purchased Stellarone's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: North Reef Capital Management LP ($1.34M), Millennium Management LLC ($916.49K), Wellington Management Group LLP ($535.47K), Polar Asset Management Partners Inc. ($532K), Commonwealth of Pennsylvania Public School Empls Retrmt SYS ($395.58K), Dimensional Fund Advisors LP ($371.12K), and Royal Bank of Canada ($314.87K).

Institutional investors have bought a total of 4,923,090 shares in the last 24 months. This purchase volume represents approximately $159.77M in transactions.

Of the 64 institutional investors that sold Stellarone's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: William Blair Investment Management LLC ($640.32K), Wellington Management Group LLP ($281.84K), ExodusPoint Capital Management LP ($135.48K), Millennium Management LLC ($125.48K), State Street Corp ($117.46K), Carlton Hofferkamp & Jenks Wealth Management LLC ($96.26K), and Susquehanna International Group LLP ($63.27K).

Institutional investors have sold a total of 1,978,401 shares in the last 24 months. This volume of shares sold represents approximately $61.81M in transactions.



Institutional ownership data for NYSE:STEL is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/9/2026. New 13F filings are added each quarter as they're published.
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