Sierra Bancorp Ownership | Who Owns Sierra Bancorp?
Sierra Bancorp Ownership Summary
Sierra Bancorp is owned by 0.20% institutional investors, 10.27% insiders, and 89.53% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 10.18% of BSRR shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.15% of its assets in Sierra Bancorp shares.
BSRR Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Sierra Bancorp | 0.20% | 10.27% | 89.53% |
Sector | Financial Services Stocks | 71.97% | 15.45% | 12.58% |
Industry | Regional Banks Stocks | 38.01% | 12.17% | 49.81% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Blackrock funding, inc. /de | 1.44M | 10.18% | $41.78M |
Blackrock | 1.36M | 9.38% | $30.44M |
Dimensional fund advisors lp | 972.98K | 6.86% | $28.14M |
Vanguard group | 717.10K | 5.05% | $20.74M |
Private management group | 583.80K | 4.11% | $16.88M |
Manufacturers life insurance company, the | 393.23K | 2.77% | $11.37M |
State street | 326.09K | 2.30% | $9.43M |
Geode capital management | 296.35K | 2.09% | $8.57M |
Banc funds | 226.73K | 1.60% | $6.56M |
Northern trust | 216.90K | 1.50% | $4.85M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Banc funds | 226.73K | 0.72% | $6.56M |
Private management group | 583.80K | 0.61% | $16.88M |
Foundry partners | 176.69K | 0.26% | $5.11M |
Mkt advisors | 12.32K | 0.16% | $361.84K |
Bridgeway capital management | 131.76K | 0.09% | $3.81M |
Pasadena private wealth | 13.20K | 0.08% | $381.74K |
Empowered funds | 78.76K | 0.03% | $2.28M |
Martingale asset management l p | 41.96K | 0.03% | $1.21M |
Mutual advisors | 28.95K | 0.02% | $856.37K |
Segall bryant & hamill | 46.79K | 0.02% | $1.35M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Blackrock funding, inc. /de | 1.44M | 0.00% | 69.66K |
Jane street group | 28.13K | 0.00% | 28.13K |
Jpmorgan chase | 89.62K | 0.00% | 23.76K |
Two sigma investments, lp | 15.84K | 0.00% | 15.84K |
Goldman sachs group | 132.65K | 0.00% | 15.76K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Ameriprise financial | 195.09K | 0.00% | -157.83K |
Banc funds | 226.73K | 0.72% | -142.55K |
Private management group | 583.80K | 0.61% | -57.53K |
Integris wealth management | - | - | -54.13K |
Zacks investment management | - | - | -36.00K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Voya investment management | 10.07K | 0.00% | 10.07K | $291.17K |
Susquehanna group, llp | 9.01K | - | 9.01K | $260.51K |
Versant capital management | 172.00 | 0.00% | 172.00 | $4.97K |
Eversource wealth advisors | 17.00 | - | 17.00 | $492.00 |
Ifp advisors | 1.00 | - | 1.00 | $29.00 |
Sold Out
Holder | Change |
---|---|
Van hulzen asset management | -1.00 |
Nordwand advisors | -10.00 |
Picton mahoney asset management | -22.00 |
Rothschild investment | -25.00 |
Covestor | -36.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
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% |
Jun 30, 2024 | 90 | 8.43% | 8,000,694 | 0.51% | 55 | 1.83% | 44 | 51.72% | 30 | -3.23% |
Mar 31, 2024 | 83 | -1.19% | 7,960,180 | -2.25% | 54 | 1.75% | 29 | -17.14% | 31 | 24.00% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Vanguard Total Stock Mkt Idx Inv | 431.01K | 3.15% | 10.07K |
Vanguard US Total Market Shares ETF | 419.89K | 3.04% | - |
iShares Russell 2000 ETF | 350.81K | 2.58% | -6.62K |
DFA US Small Cap Value I | 289.46K | 2.12% | - |
Foundry Partners Micro Cap Value | 261.77K | 1.89% | - |
JHancock Regional Bank A | 184.48K | 1.36% | -1.63K |
Vanguard Institutional Extnd Mkt Idx Tr | 181.63K | 1.33% | 1.64K |
JH Financial Opportunities | 163.04K | 1.20% | - |
John Hancock Financial Opportunities Fund | 163.04K | 1.18% | - |
Avantis US Small Cap Value ETF | 157.84K | 1.16% | 496.00 |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Aug 08, 2025 | Olague Michael | EVP/Chief Banking Officer | Sell | $158.56K |
Aug 08, 2025 | Olague Michael | EVP/Chief Banking Officer | Sell | $102.60K |
Jul 31, 2025 | Castle Julie G | - | Sell | $28.55K |
Jun 30, 2025 | Scearcy Lynda | - | Sell | $111.14K |
Jul 01, 2025 | Scearcy Lynda | - | Sell | $129.01K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2025 Q3 | - | 1 |
2025 Q2 | - | 1 |
2025 Q1 | - | 10 |
2024 Q4 | - | 8 |
2024 Q3 | - | 11 |
BSRR Ownership FAQ
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