Sierra Bancorp Ownership | Who Owns Sierra Bancorp?
Sierra Bancorp Ownership Summary
Sierra Bancorp is owned by 58.18% institutional investors, 10.59% insiders, and 31.23% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 10.18% of BSRR shares. iShares Russell 2000 ETF is the top mutual fund, with 2.94% of its assets in Sierra Bancorp shares.
BSRR Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Sierra Bancorp | 58.18% | 10.59% | 31.23% |
Sector | Financial Services Stocks | 86.48% | 14.02% | -0.50% |
Industry | Regional Banks Stocks | 51.80% | 12.03% | 36.18% |
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 | 985.41K | 6.79% | $22.05M |
Vanguard group | 715.53K | 4.93% | $16.01M |
Private management group | 583.80K | 4.11% | $16.88M |
Banc funds | 430.43K | 2.97% | $9.63M |
Manufacturers life insurance company, the | 409.86K | 2.83% | $9.17M |
Ameriprise financial | 355.92K | 2.45% | $7.97M |
State street | 310.16K | 2.14% | $6.94M |
Geode capital management | 298.47K | 2.06% | $6.68M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Banc funds | 430.43K | 1.14% | $9.63M |
Private management group | 583.80K | 0.61% | $16.88M |
Foundry partners | 148.49K | 0.18% | $3.32M |
Mkt advisors | 12.32K | 0.16% | $361.84K |
Pasadena private wealth | 13.20K | 0.08% | $381.74K |
Bridgeway capital management | 124.24K | 0.07% | $2.78M |
Empowered funds | 78.76K | 0.03% | $2.28M |
Mutual advisors | 28.95K | 0.02% | $856.37K |
Bfsg | 4.82K | 0.02% | $139.40K |
Kennedy capital management | 32.48K | 0.02% | $726.99K |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Blackrock funding, inc. /de | 1.44M | 0.00% | 69.66K |
Vanguard group | 715.53K | 0.00% | 35.48K |
Kennedy capital management | 32.48K | 0.02% | 32.48K |
Fmr | 173.01K | 0.00% | 21.61K |
Jane street group | 15.34K | 0.00% | 15.34K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Private management group | 583.80K | 0.61% | -57.53K |
Assenagon asset management | 17.85K | 0.00% | -56.15K |
Integris wealth management | - | - | -54.13K |
Jpmorgan chase | 46.83K | 0.00% | -25.05K |
Gradient investments | - | - | -11.56K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Kennedy capital management | 32.48K | 0.02% | 32.48K | $726.99K |
Jane street group | 15.34K | 0.00% | 15.34K | $343.38K |
Proficio capital partners | 13.30K | 0.00% | 13.30K | $13.30K |
Corebridge financial | 7.09K | 0.00% | 7.09K | $158.76K |
Mirae asset global etfs | 6.51K | 0.00% | 6.51K | $145.65K |
Sold Out
Holder | Change |
---|---|
Picton mahoney asset management | -22.00 |
Covestor | -36.00 |
Capital performance advisors llp | -68.00 |
Nelson, van denburg & campbell wealth management group | -99.00 |
Innealta capital | -215.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
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% |
Dec 31, 2023 | 84 | -1.18% | 8,143,524 | 1.86% | 56 | 1.86% | 35 | 34.62% | 25 | -26.47% |
Sep 30, 2023 | 85 | 3.66% | 7,994,746 | -3.12% | 54 | 1.75% | 26 | -33.33% | 34 | 25.93% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
iShares Russell 2000 ETF | 417.58K | 2.94% | -3.15K |
Vanguard Total Stock Mkt Idx Inv | 419.89K | 2.92% | - |
DFA US Small Cap Value I | 306.43K | 2.15% | -3.83K |
Foundry Partners Micro Cap Value | 261.77K | 1.82% | - |
Vanguard Institutional Extnd Mkt Idx Tr | 200.14K | 1.39% | -17.93K |
JHancock Regional Bank A | 195.38K | 1.36% | - |
JH Financial Opportunities | 163.04K | 1.13% | - |
Fidelity Select Banking | 157.10K | 1.10% | 1.80K |
Fidelity Small Cap Index | 132.18K | 0.93% | -429.00 |
iShares Russell 2000 Value ETF | 124.52K | 0.88% | 170.00 |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Feb 06, 2025 | Olague Michael | EVP/Chief Banking Officer | Sell | $116.99K |
Feb 06, 2025 | Olague Michael | EVP/Chief Banking Officer | Sell | $187.72K |
Feb 07, 2025 | Olague Michael | EVP/Chief Banking Officer | Sell | $64.26K |
Feb 07, 2025 | Olague Michael | EVP/Chief Banking Officer | Sell | $46.73K |
Feb 06, 2025 | Olague Michael | EVP/Chief Banking Officer | Sell | $203.12K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2025 Q1 | - | 1 |
2024 Q4 | - | 8 |
2024 Q3 | - | 11 |
2024 Q2 | - | 1 |
2024 Q1 | - | - |
BSRR Ownership FAQ
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