Sierra Bancorp Ownership | Who Owns Sierra Bancorp?
Sierra Bancorp Ownership Summary
Sierra Bancorp is owned by 19.41% institutional investors, 10.90% insiders, and 69.68% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 10.06% of BSRR shares. Janus Henderson Small Cap Value L is the top mutual fund, with 3.38% of its assets in Sierra Bancorp shares.
BSRR Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Sierra Bancorp | 19.41% | 10.90% | 69.68% |
| Sector | Financial Services Stocks | 746.79% | 13.83% | -660.62% |
| Industry | Regional Banks Stocks | 38.12% | 12.89% | 48.99% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 1.31M | 10.06% | $53.25M |
| Blackrock | 1.36M | 9.38% | $30.44M |
| Dimensional fund advisors lp | 929.23K | 7.01% | $31.52M |
| Vanguard group | 734.54K | 5.54% | $24.00M |
| Private management group | 434.07K | 3.34% | $17.69M |
| Manufacturers life insurance company, the | 359.95K | 2.72% | $12.21M |
| Janus henderson group | 344.13K | 2.60% | $11.67M |
| American century companies | 301.87K | 2.28% | $10.24M |
| Geode capital management | 285.34K | 2.15% | $9.68M |
| State street | 276.59K | 2.13% | $11.27M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Banc funds | 113.25K | 0.72% | $3.84M |
| Private management group | 434.07K | 0.47% | $17.69M |
| Foundry partners | 176.69K | 0.26% | $5.11M |
| Basswood capital management | 139.68K | 0.22% | $4.74M |
| Mkt advisors | 12.32K | 0.16% | $502.04K |
| Csm advisors | 164.17K | 0.14% | $5.57M |
| Bridgeway capital management | 129.23K | 0.09% | $4.38M |
| Western financial corp/ca | 5.36K | 0.06% | $218.44K |
| Pasadena private wealth | 13.20K | 0.06% | $447.74K |
| Integrated quantitative investments | 8.27K | 0.05% | $280.35K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Basswood capital management | 139.68K | 0.22% | 139.68K |
| Janus henderson group | 344.13K | 0.01% | 85.10K |
| Vanguard fiduciary trust | 77.03K | 0.00% | 77.03K |
| Blackrock funding, inc. /de | 1.31M | 0.00% | 61.49K |
| American century companies | 301.87K | 0.01% | 51.58K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Private management group | 434.07K | 0.47% | -90.15K |
| Segall bryant & hamill | - | - | -66.13K |
| Integris wealth management | - | - | -54.13K |
| Zacks investment management | - | - | -36.00K |
| Kennedy capital management | - | - | -32.48K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Basswood capital management | 139.68K | 0.22% | 139.68K | $4.74M |
| Vanguard fiduciary trust | 77.03K | 0.00% | 77.03K | $2.61M |
| Hsbc | 11.01K | 0.00% | 11.01K | $314.03K |
| Prudential financial | 10.52K | 0.00% | 10.52K | $356.70K |
| Sequoia financial advisors | 9.45K | 0.00% | 9.45K | $384.98K |
Sold Out
| Holder | Change |
|---|---|
| Sbi securities | -1.00 |
| Van hulzen asset management | -1.00 |
| Skopos labs | -1.00 |
| Nordwand advisors | -10.00 |
| Root financial partners | -14.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 44 | -60.71% | 2,572,374 | -65.77% | 19 | 0.63% | 11 | -76.60% | 15 | -63.41% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Janus Henderson Small Cap Value L | 438.24K | 3.38% | 64.68K |
| Vanguard US Total Market Shares ETF | 419.89K | 3.04% | - |
| Vanguard Morn Total Stk Mkt Idx Investor | 378.76K | 2.92% | -12.60K |
| Vanguard Total Stock Mkt Idx Inv | 378.76K | 2.90% | -12.60K |
| iShares Russell 2000 ETF | 333.89K | 2.58% | -5.95K |
| Avantis US Small Cap Value ETF | 330.06K | 2.55% | 575.00 |
| DFA US Small Cap Value I | 278.15K | 2.15% | -5.36K |
| CS McKee Micro Cap Value | 261.77K | 2.00% | - |
| Foundry Partners Micro Cap Value | 261.77K | 1.93% | - |
| JHancock Regional Bank A | 176.79K | 1.35% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jul 31, 2026 | Castle Julie G | - | Sell | $40.70K |
| May 29, 2026 | Boyle Hugh F | EVP/Chief Credit Officer | Sell | $382.09K |
| May 22, 2026 | Treece Christopher G | EVP/Chief Financial Officer | Sell | $381.77K |
| May 18, 2026 | Christenson Vonn R | - | Sell | $40.03K |
| May 08, 2026 | Christenson Vonn R | - | Sell | $150.20K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | 4 |
| 2026 Q1 | - | 8 |
| 2025 Q4 | 1 | 7 |
| 2025 Q3 | - | 4 |
| 2025 Q2 | - | 1 |
BSRR Ownership FAQ
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