Sierra Bancorp Ownership | Who Owns Sierra Bancorp?
Sierra Bancorp Ownership Summary
Sierra Bancorp is owned by 55.15% institutional investors, 10.70% insiders, and 34.15% retail investors. Blackrock is the largest institutional shareholder, holding 9.38% of BSRR shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.91% of its assets in Sierra Bancorp shares.
BSRR Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Sierra Bancorp | 55.15% | 10.70% | 34.15% |
| Sector | Financial Services Stocks | 43.55% | 12.63% | 43.82% |
| Industry | Regional Banks Stocks | 49.57% | 11.62% | 38.81% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| 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 | 657.15K | 4.53% | $14.71M |
| 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 |
| Northern trust | 216.90K | 1.50% | $4.85M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Banc funds | 430.43K | 1.14% | $9.63M |
| Private management group | 657.15K | 0.57% | $14.71M |
| Foundry partners | 148.49K | 0.18% | $3.32M |
| Mkt advisors | 12.32K | 0.14% | $272.64K |
| Pasadena private wealth | 13.20K | 0.07% | $295.42K |
| Bridgeway capital management | 124.24K | 0.07% | $2.78M |
| Empowered funds | 71.24K | 0.03% | $1.59M |
| Mutual advisors | 30.95K | 0.03% | $885.82K |
| Kennedy capital management | 32.48K | 0.02% | $726.99K |
| Bfsg | 5.39K | 0.02% | $120.74K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| 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 |
| Goldman sachs group | 98.57K | 0.00% | 15.16K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Integris wealth management | - | - | -54.13K |
| Jpmorgan chase | 46.83K | 0.00% | -25.05K |
| Assenagon asset management | 59.66K | 0.00% | -17.98K |
| Gradient investments | - | - | -11.56K |
| Morgan stanley | 117.83K | 0.00% | -11.01K |
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 |
| Connor, clark & lunn investment management | 14.16K | 0.00% | 14.16K | $316.99K |
| 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 |
|---|---|
| Nelson, van denburg & campbell wealth management group | -2.00 |
| Picton mahoney asset management | -22.00 |
| Covestor | -36.00 |
| Innealta capital | -215.00 |
| Metropolitan life insurance co/ny | -769.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Jun 30, 2023 | 82 | - | 8,252,533 | 4.21% | 56 | 2.00% | 39 | 14.71% | 27 | -10.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 419.89K | 2.91% | - |
| iShares Russell 2000 ETF | 384.62K | 2.67% | -868.00 |
| DFA US Small Cap Value I | 311.52K | 2.16% | -6.30K |
| Foundry Partners Micro Cap Value | 261.77K | 1.81% | 41.00K |
| Columbia Small Cap Value I | 218.74K | 1.51% | 7.60K |
| Vanguard Institutional Extnd Mkt Idx Tr | 217.44K | 1.51% | 6.05K |
| JHancock Regional Bank A | 197.64K | 1.37% | -2.62K |
| Columbia Small Cap Value I A | 175.76K | 1.22% | -42.98K |
| JH Financial Opportunities | 163.04K | 1.13% | - |
| Fidelity Select Banking | 156.90K | 1.09% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 14, 2024 | THARP MORRIS A | - | Sell | $157.72K |
| Nov 12, 2024 | THARP MORRIS A | - | Sell | $162.27K |
| Nov 07, 2024 | BERRA ALBERT L | - | Sell | $81.89K |
| Nov 06, 2024 | Dabney Cindy L | SVP/Chief Accounting Officer | Sell | $17.95K |
| Nov 05, 2024 | HOLLY JAMES C | - | Sell | $144.90K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 5 |
| 2024 Q3 | - | 11 |
| 2024 Q2 | - | 1 |
| 2024 Q1 | - | - |
| 2023 Q4 | - | 1 |
BSRR Ownership FAQ
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