Sierra Bancorp Ownership | Who Owns Sierra Bancorp?
Sierra Bancorp Ownership Summary
Sierra Bancorp is owned by 49.65% institutional investors, 10.55% insiders, and 39.81% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 9.43% of BSRR shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.12% of its assets in Sierra Bancorp shares.
BSRR Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Sierra Bancorp | 49.65% | 10.55% | 39.81% |
| Sector | Financial Services Stocks | 36.95% | 15.48% | 47.58% |
| Industry | Regional Banks Stocks | 38.26% | 12.54% | 49.20% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 1.29M | 9.43% | $37.34M |
| Blackrock | 1.36M | 9.38% | $30.44M |
| Dimensional fund advisors lp | 945.40K | 6.90% | $27.33M |
| Vanguard group | 733.57K | 5.36% | $21.21M |
| Private management group | 582.71K | 4.26% | $16.85M |
| Manufacturers life insurance company, the | 382.95K | 2.80% | $11.07M |
| Geode capital management | 293.64K | 2.14% | $8.49M |
| 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 | 0.61% | $3.51M |
| Private management group | 582.71K | 0.50% | $16.85M |
| Foundry partners | 176.69K | 0.26% | $5.11M |
| Csm advisors | 164.91K | 0.13% | $4.77M |
| Mkt advisors | 12.32K | 0.13% | $353.21K |
| Bridgeway capital management | 126.56K | 0.08% | $3.66M |
| Integrated quantitative investments | 8.30K | 0.07% | $239.95K |
| Pasadena private wealth | 13.20K | 0.05% | $381.61K |
| Martingale asset management l p | 46.66K | 0.03% | $1.35B |
| Globeflex capital l p | 6.29K | 0.03% | $181.76K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| American century companies | 222.12K | 0.00% | 40.20K |
| Vanguard group | 733.57K | 0.00% | 22.93K |
| Qube research | 16.44K | 0.00% | 16.44K |
| Jane street group | 38.97K | 0.00% | 14.16K |
| Marshall wace, llp | 11.36K | 0.00% | 11.36K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Segall bryant & hamill | - | - | -66.13K |
| Integris wealth management | - | - | -54.13K |
| Blackrock funding, inc. /de | 1.29M | 0.00% | -49.35K |
| First trust advisors lp | 7.54K | 0.00% | -40.43K |
| Zacks investment management | - | - | -36.00K |
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 |
| State of alaska, department of revenue | 546.00 | 0.00% | 546.00 | $15.00K |
Sold Out
| Holder | Change |
|---|---|
| Skopos labs | -1.00 |
| Van hulzen asset management | -1.00 |
| Nordwand advisors | -10.00 |
| Picton mahoney asset management | -22.00 |
| Covestor | -36.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2024 | 103 | 14.44% | 8,254,225 | 3.17% | 58 | 1.91% | 54 | 22.73% | 27 | -10.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 423.51K | 3.12% | -7.50K |
| Vanguard US Total Market Shares ETF | 419.89K | 3.04% | - |
| iShares Russell 2000 ETF | 358.29K | 2.64% | - |
| DFA US Small Cap Value I | 289.46K | 2.13% | - |
| Foundry Partners Micro Cap Value | 261.77K | 1.93% | - |
| JHancock Regional Bank A | 184.48K | 1.36% | - |
| Avantis US Small Cap Value ETF | 171.77K | 1.26% | 1.20K |
| JH Financial Opportunities | 163.04K | 1.20% | - |
| John Hancock Financial Opportunities Fund | 163.04K | 1.18% | - |
| Columbia Small Cap Value I A | 141.72K | 1.04% | 3.90K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 09, 2025 | Scearcy Lynda | - | Sell | $3.27K |
| Dec 03, 2025 | Dabney Cindy L | SVP/Chief Accounting Officer | Sell | $27.39K |
| Dec 03, 2025 | Dabney Cindy L | SVP/Chief Accounting Officer | Sell | $27.36K |
| Dec 03, 2025 | Dabney Cindy L | SVP/Chief Accounting Officer | Sell | $27.17K |
| Dec 03, 2025 | Dabney Cindy L | SVP/Chief Accounting Officer | Sell | $28.26K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | 1 | 6 |
| 2025 Q3 | - | 4 |
| 2025 Q2 | - | 1 |
| 2025 Q1 | - | 10 |
| 2024 Q4 | - | 8 |
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