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 is the largest institutional shareholder, holding 9.38% of BSRR shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.92% 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 | 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 |
| 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 | 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 | 0.07% | $295.42K |
| Bridgeway capital management | 124.24K | 0.07% | $2.78M |
| Empowered funds | 78.76K | 0.03% | $2.28M |
| 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 |
|---|---|---|---|
| Private management group | 583.80K | 0.61% | -57.53K |
| 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 |
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 |
|---|---|
| Picton mahoney asset management | -22.00 |
| Covestor | -36.00 |
| Nelson, van denburg & campbell wealth management group | -99.00 |
| 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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 419.89K | 2.92% | - |
| iShares Russell 2000 ETF | 413.36K | 2.87% | -1.60K |
| DFA US Small Cap Value I | 310.26K | 2.16% | - |
| 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 | 155.30K | 1.08% | - |
| Fidelity Small Cap Index | 132.61K | 0.92% | -95.00 |
| iShares Russell 2000 Value ETF | 127.15K | 0.88% | -3.57K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 05, 2024 | THARP MORRIS A | - | Sell | $610.00K |
| Dec 04, 2024 | THARP MORRIS A | - | Sell | $305.00K |
| Nov 26, 2024 | THARP MORRIS A | - | Sell | $797.47K |
| Nov 14, 2024 | THARP MORRIS A | - | Sell | $157.72K |
| Nov 12, 2024 | THARP MORRIS A | - | Sell | $162.27K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 8 |
| 2024 Q3 | - | 11 |
| 2024 Q2 | - | 1 |
| 2024 Q1 | - | - |
| 2023 Q4 | - | 1 |
BSRR Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools