Sierra Bancorp Ownership | Who Owns Sierra Bancorp?
Sierra Bancorp Ownership Summary
Sierra Bancorp is owned by 56.22% institutional investors, 10.24% insiders, and 33.53% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 10.18% of BSRR shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 3.04% of its assets in Sierra Bancorp shares.
BSRR Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Sierra Bancorp | 56.22% | 10.24% | 33.53% |
| Sector | Financial Services Stocks | 40.29% | 14.61% | 45.11% |
| Industry | Regional Banks Stocks | 42.21% | 12.07% | 45.72% |
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 |
| Xtx topco | 8.36K | 0.02% | $241.71K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 1.44M | 0.00% | 69.66K |
| Millennium management | 37.86K | 0.00% | 28.43K |
| Jpmorgan chase | 89.62K | 0.00% | 23.76K |
| Qube research | 17.02K | 0.00% | 17.02K |
| Squarepoint ops | 16.42K | 0.00% | 16.42K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ameriprise financial | 195.09K | 0.00% | -157.83K |
| Banc funds | 226.73K | 0.72% | -142.55K |
| Zacks investment management | 36.00K | 0.01% | -61.59K |
| Private management group | 583.80K | 0.61% | -57.53K |
| Integris wealth management | - | - | -54.13K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Qube research | 17.02K | 0.00% | 17.02K | $492.36K |
| Squarepoint ops | 16.42K | 0.00% | 16.42K | $474.92K |
| Proficio capital partners | 13.30K | 0.00% | 13.30K | $13.30K |
| Voya investment management | 10.07K | 0.00% | 10.07K | $291.17K |
| Susquehanna group, llp | 9.01K | - | 9.01K | $260.51K |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2023 | 84 | -1.18% | 8,143,524 | 1.86% | 56 | 1.86% | 35 | 34.62% | 25 | -26.47% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 419.89K | 3.04% | - |
| Vanguard Total Stock Mkt Idx Inv | 419.89K | 3.01% | - |
| iShares Russell 2000 ETF | 403.02K | 2.89% | -3.46K |
| DFA US Small Cap Value I | 293.84K | 2.10% | -8.66K |
| Foundry Partners Micro Cap Value | 261.77K | 1.82% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 200.76K | 1.44% | 520.00 |
| JHancock Regional Bank A | 191.72K | 1.39% | - |
| JH Financial Opportunities | 163.04K | 1.18% | - |
| Fidelity Select Banking | 151.90K | 1.09% | -5.20K |
| Fidelity Small Cap Index | 129.75K | 0.93% | -2.43K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 14, 2025 | Christenson Vonn R | - | Sell | $20.65K |
| Mar 05, 2025 | Castle Julie G | - | Sell | $9.67 |
| Mar 04, 2025 | Castle Julie G | - | Sell | $1.10 |
| Feb 10, 2025 | Gil Michele M | - | Sell | $27.93 |
| Feb 06, 2025 | Olague Michael | EVP/Chief Banking Officer | Sell | $187.72K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | 9 |
| 2024 Q4 | - | 8 |
| 2024 Q3 | - | 11 |
| 2024 Q2 | - | 1 |
| 2024 Q1 | - | - |
BSRR Ownership FAQ
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