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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)
74
Total
Institutional Inflows
(last 12 months)
$153.84M
Number of
Institutional Sellers
(last 12 months)
50
Total
Institutional Outflows
(last 12 months)
$60.35M
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STEL Institutional Buying and Selling by Quarter

Stellarone Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2026Sequoia Financial Advisors LLC8,427$331K0.0%N/A0.017%
9/9/2026 Squarepoint Ops LLC13,602$535K0.0%N/A0.027%
8/26/2026 HighTower Advisors LLC277,320$10.90M0.0%-0.9%0.545%
8/20/2026Susquehanna International Group LLP153,441$6.03M0.0%+426.9%0.301%
8/20/2026Harvest Management LLC10,598$417K0.2%-88.0%0.021%
8/20/2026 Sheets Smith Wealth Management16,470$648K0.1%+2.3%0.032%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC98,749$3.88M0.0%-17.9%0.194%
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%
5/19/2026Bank 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%
5/18/2026Royal Bank of Canada314,250$11.51M0.0%+0.6%0.617%
5/16/2026The Manufacturers Life Insurance Company 12,425$455K0.0%-43.2%0.024%
5/16/2026Quantinno Capital Management LP38,245$1.40M0.0%+38.7%0.075%
5/16/2026Polar Asset Management Partners Inc.532,000$19.48M0.4%N/A1.045%
5/16/2026SummitTX Capital L.P.10,341$379K0.0%N/A0.020%
5/15/2026Entropy Technologies LP8,257$302K0.0%N/A0.016%
5/14/2026Renaissance Technologies LLC149,986$5.49M0.0%N/A0.295%
5/14/2026Teton Advisors LLC43,800$1.60M1.1%-15.0%0.086%
5/14/2026FCA Corp TX38,876$1.42M0.4%+2.0%0.076%
5/14/2026Arrowstreet Capital Limited Partnership28,250$1.03M0.0%N/A0.055%
5/14/2026 Sei Investments Co.7,522$275K0.0%N/A0.015%
5/13/2026Cetera Investment Advisers6,092$223K0.0%N/A0.012%
5/13/2026First 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%
4/30/2026Hsbc 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%
4/22/2026Janney 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%
4/16/2026SG Americas Securities LLC13,064$478K0.0%-2.8%0.026%
2/19/2026Invesco Ltd.296,470$9.17M0.0%-7.7%0.555%
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2/18/2026Mercer Global Advisors Inc. ADV203,687$6.30M0.0%+0.4%0.381%
2/18/2026State 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%
2/18/2026XTX Topco Ltd23,861$738K0.0%N/A0.045%
2/18/2026Wellington Management Group LLP358,521$11.09M0.0%-5.8%0.671%
2/18/2026Tudor Investment Corp ET AL7,428$230K0.0%N/A0.014%
2/18/2026Millennium Management LLC1,112,352$34.42M0.0%-10.1%2.083%
2/18/2026Man Group plc8,484$262K0.0%N/A0.016%
2/18/2026Balyasny Asset Management L.P.69,805$2.16M0.0%+399.5%0.131%
2/18/2026Bridgeway Capital Management LLC396,489$12.27M0.3%-2.3%0.742%
2/17/2026AQR Capital Management LLC77,985$2.41M0.0%+11.2%0.146%
2/17/2026Jain Global LLC122,919$3.80M0.0%N/A0.230%
2/17/2026North Reef Capital Management LP2,875,245$88.96M3.6%+57.1%5.384%
2/17/2026Trexquant Investment LP72,828$2.25M0.0%N/A0.136%
2/17/2026Price 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%
2/17/2026ExodusPoint Capital Management LP29,681$918K0.0%-82.0%0.056%
2/17/2026Royal 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%
2/13/2026The 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%
2/13/2026Rafferty Asset Management LLC31,220$966K0.0%-36.8%0.058%
2/13/2026First Trust Advisors LP78,979$2.44M0.0%+5.1%0.148%
2/13/2026Charles Schwab Investment Management Inc.427,774$13.24M0.0%-0.4%0.801%
2/13/2026State Street Corp2,073,372$64.15M0.0%-5.4%3.883%
2/13/2026 Ieq Capital LLC11,686$362K0.0%+9.6%0.022%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC84,272$2.61M0.0%+10.6%0.158%
2/13/2026Wells Fargo & Company MN53,938$1.67M0.0%+48.8%0.101%
2/12/2026Jane Street Group LLC75,405$2.33M0.0%+73.2%0.141%
2/12/2026DRW Securities LLC7,096$220K0.0%N/A0.013%
2/12/2026MetLife 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%
2/12/2026New York State Common Retirement Fund15,101$467K0.0%+12.7%0.028%
2/12/2026Campbell & CO Investment Adviser LLC9,750$302K0.0%N/A0.018%
2/12/2026Swiss 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%
2/11/2026FCA Corp TX38,120$1.18M0.3%-5.6%0.071%
2/11/2026Cerity Partners LLC10,610$328K0.0%+55.0%0.020%
2/11/2026Franklin Resources Inc.31,736$982K0.0%N/A0.059%
2/11/2026Brandywine Global Investment Management LLC33,871$1.05M0.0%-2.9%0.063%
2/10/2026Goldman Sachs Group Inc.429,115$13.28M0.0%+46.9%0.804%
2/10/2026Sfmg 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%
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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%
2/5/2026Teton Advisors LLC51,500$1.59M1.1%-7.2%0.096%
2/4/2026Oxbow Advisors LLC28,368$878K0.1%-6.9%0.053%
1/29/2026Comerica Bank9,932$307K0.0%-21.0%0.019%


STEL Institutional Ownership - Frequently Asked Questions

During the previous two years, 184 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 141 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 4,684,816 shares in the last 24 months. This purchase volume represents approximately $153.84M in transactions.

Of the 49 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 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($82.70K).

Institutional investors have sold a total of 1,900,348 shares in the last 24 months. This volume of shares sold represents approximately $60.35M in transactions.


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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 9/9/2026. New 13F filings are added each quarter as they're published.
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