Sierra Bancorp Ownership | Who Owns Sierra Bancorp?
Sierra Bancorp Ownership Summary
Sierra Bancorp is owned by 60.15% institutional investors, 10.93% insiders, and 28.93% 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 | 60.15% | 10.93% | 28.93% |
| Sector | Financial Services Stocks | 493.55% | 13.79% | -407.34% |
| Industry | Regional Banks Stocks | 56.79% | 12.57% | 30.64% |
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 | 921.63K | 7.10% | $37.57M |
| Vanguard group | 734.54K | 5.54% | $24.00M |
| Vanguard capital management | 527.03K | 4.06% | $21.48M |
| Private management group | 434.07K | 3.34% | $17.69M |
| American century companies | 372.68K | 2.87% | $15.19M |
| Manufacturers life insurance company, the | 357.61K | 2.75% | $14.58M |
| Janus henderson group | 344.13K | 2.60% | $11.67M |
| Geode capital management | 315.37K | 2.43% | $12.86M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Banc funds | 99.25K | 0.67% | $4.05M |
| Private management group | 434.07K | 0.47% | $17.69M |
| Basswood capital management | 184.09K | 0.30% | $7.50M |
| Foundry partners | 176.69K | 0.26% | $5.11M |
| Mkt advisors | 12.32K | 0.16% | $502.04K |
| Csm advisors | 163.99K | 0.14% | $6.68M |
| Bridgeway capital management | 135.10K | 0.10% | $5.51M |
| Pasadena private wealth | 13.20K | 0.07% | $538.03K |
| Western financial corp/ca | 5.36K | 0.06% | $218.44K |
| Integrated quantitative investments | 8.96K | 0.06% | $365.09K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Janus henderson group | 344.13K | 0.01% | 85.10K |
| American century companies | 372.68K | 0.01% | 70.81K |
| Blackrock funding, inc. /de | 1.31M | 0.00% | 61.49K |
| Basswood capital management | 184.09K | 0.30% | 44.41K |
| Sixth street partners management company | 35.03K | 0.00% | 35.03K |
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 |
| Goldman sachs group | 52.08K | 0.00% | -32.92K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Sixth street partners management company | 35.03K | 0.00% | 35.03K | $1.43M |
| Inspire investing | 16.77K | 0.03% | 16.77K | $683.67K |
| Xtx topco | 11.83K | 0.01% | 11.83K | $482.19K |
| Hsbc | 11.01K | 0.00% | 11.01K | $314.03K |
| 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 |
| Mai capital management | -7.00 |
| Us bancorp \de\ | -8.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 125 | 7.76% | 7,812,219 | 3.09% | 60 | 1.84% | 53 | 23.26% | 42 | -10.64% |
| 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% |
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 MStar Total Stk Mkt Idx Invest | 378.76K | 2.92% | - |
| 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% | - |
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 |
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