Sierra Bancorp Ownership | Who Owns Sierra Bancorp?
Sierra Bancorp Ownership Summary
Sierra Bancorp is owned by 45.28% institutional investors, 10.86% insiders, and 43.86% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 9.58% of BSRR shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 3.04% of its assets in Sierra Bancorp shares.
BSRR Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Sierra Bancorp | 45.28% | 10.86% | 43.86% |
| Sector | Financial Services Stocks | 32.19% | 15.44% | 52.37% |
| Industry | Regional Banks Stocks | 31.75% | 12.70% | 55.55% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 1.27M | 9.58% | $41.50M |
| Blackrock | 1.36M | 9.38% | $30.44M |
| Dimensional fund advisors lp | 938.97K | 7.09% | $30.69M |
| Vanguard group | 734.54K | 5.54% | $24.00M |
| Private management group | 546.14K | 4.12% | $17.85M |
| Manufacturers life insurance company, the | 382.95K | 2.80% | $11.07M |
| Geode capital management | 286.54K | 2.16% | $9.37M |
| State street | 282.29K | 2.06% | $8.16M |
| American century companies | 222.12K | 1.62% | $6.42M |
| Ameriprise financial | 222.07K | 1.62% | $6.42B |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Banc funds | 121.42K | 0.79% | $3.97M |
| Private management group | 546.14K | 0.52% | $17.85M |
| Foundry partners | 176.69K | 0.26% | $5.11M |
| Csm advisors | 165.18K | 0.15% | $5.40M |
| Mkt advisors | 12.32K | 0.14% | $411.61K |
| Bridgeway capital management | 126.56K | 0.08% | $3.66M |
| Fourthstone | 11.23K | 0.07% | $366.96K |
| Pasadena private wealth | 13.40K | 0.06% | $437.91K |
| Martingale asset management l p | 46.66K | 0.03% | $1.35B |
| Globeflex capital l p | 6.29K | 0.03% | $205.46K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| American century companies | 222.12K | 0.00% | 40.20K |
| Federated hermes | 35.74K | 0.00% | 22.78K |
| Qube research | 16.44K | 0.00% | 16.44K |
| Marshall wace, llp | 11.36K | 0.00% | 11.36K |
| Fourthstone | 11.23K | 0.07% | 11.23K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Segall bryant & hamill | - | - | -66.13K |
| Integris wealth management | - | - | -54.13K |
| Private management group | 546.14K | 0.52% | -36.57K |
| Zacks investment management | - | - | -36.00K |
| Kennedy capital management | - | - | -32.48K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Qube research | 16.44K | 0.00% | 16.44K | $475.19K |
| Marshall wace, llp | 11.36K | 0.00% | 11.36K | $328.27K |
| Hsbc | 11.01K | 0.00% | 11.01K | $314.03K |
| Susquehanna group, llp | 9.01K | - | 9.01K | $260.51K |
| Gradient investments | 6.56K | 0.00% | 6.56K | $214.38K |
Sold Out
| Holder | Change |
|---|---|
| Sbi securities | -1.00 |
| Skopos labs | -1.00 |
| Van hulzen asset management | -1.00 |
| Nordwand advisors | -10.00 |
| Picton mahoney asset management | -22.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 77 | -28.04% | 5,999,964 | -20.62% | 45 | 1.49% | 27 | -35.71% | 29 | -21.62% |
| Sep 30, 2025 | 89 | -11.00% | 6,797,645 | -8.78% | 49 | 1.68% | 33 | -29.79% | 30 | 15.38% |
| Jun 30, 2025 | 104 | -9.57% | 7,713,627 | 0.00% | 56 | 1.81% | 48 | 23.08% | 28 | -39.13% |
| Mar 31, 2025 | 2 | -98.28% | 28,184 | -99.65% | - | 0.01% | 1 | -98.44% | 1 | -95.65% |
| Dec 31, 2024 | 115 | 11.65% | 7,976,869 | -3.36% | 56 | 1.66% | 64 | 18.52% | 23 | -14.81% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 419.89K | 3.04% | - |
| Vanguard Total Stock Mkt Idx Inv | 393.71K | 2.97% | -40.37K |
| iShares Russell 2000 ETF | 330.67K | 2.49% | 19.64K |
| DFA US Small Cap Value I | 283.52K | 2.14% | -667.00 |
| CS McKee Micro Cap Value | 261.77K | 1.97% | - |
| Janus Henderson Small Cap Value L | 259.01K | 1.95% | - |
| Foundry Partners Micro Cap Value | 261.77K | 1.93% | - |
| Avantis US Small Cap Value ETF | 240.94K | 1.82% | 1.17K |
| JHancock Regional Bank A | 183.79K | 1.38% | -692.00 |
| JH Financial Opportunities | 163.04K | 1.23% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Feb 13, 2026 | Castle Julie G | - | Sell | $9.38K |
| Feb 09, 2026 | McPhaill Kevin J | President/CEO | Sell | $122.87K |
| Feb 06, 2026 | McPhaill Kevin J | President/CEO | Sell | $295.01K |
| Feb 10, 2026 | McPhaill Kevin J | President/CEO | Sell | $329.27K |
| Feb 05, 2026 | Castle Julie G | - | Sell | $18.95K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | 8 |
| 2025 Q4 | 1 | 7 |
| 2025 Q3 | - | 4 |
| 2025 Q2 | - | 1 |
| 2025 Q1 | - | 10 |
BSRR Ownership FAQ
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