| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | 7.8% | $29,701,092 | 1,095,577 | BlackRock, Inc. | 31 Mar 2025 | |||
| VANGUARD GROUP INC | 5.1% | +3.2% | $21,100,417 | -$192,020 | 710,636 | -0.9% | The Vanguard Group | 30 Jun 2025 |
As of 30 Sep 2025, 107 institutional investors reported holding 7,558,412 shares of SIERRA BANCORP - Common Stock (BSRR). This represents 55% of the company’s total 13,825,603 outstanding shares.
The largest institutional shareholders of SIERRA BANCORP - Common Stock (BSRR) together control 49% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 9.3% | 1,291,569 | -3.7% | 0% | $37,339,260 |
| DIMENSIONAL FUND ADVISORS LP | 6.8% | 945,404 | -0.65% | 0.01% | $27,331,558 |
| VANGUARD GROUP INC | 5.3% | 733,567 | +3.2% | 0% | $21,207,421 |
| PRIVATE MANAGEMENT GROUP INC | 4.2% | 582,706 | -0.63% | 0.5% | $16,846,030 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2.8% | 382,947 | -1.2% | 0.01% | $11,070,998 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.1% | 293,645 | -1.6% | 0% | $8,491,167 |
| STATE STREET CORP | 2% | 282,286 | +0.38% | 0% | $8,160,888 |
| AMERICAN CENTURY COMPANIES INC | 1.6% | 222,122 | +22% | 0% | $6,421,547 |
| AMERIPRISE FINANCIAL INC | 1.6% | 222,072 | -6.9% | 0% | $6,420,102 |
| FMR LLC | 1.4% | 194,879 | +2.2% | 0% | $5,633,952 |
| RENAISSANCE TECHNOLOGIES LLC | 1.4% | 193,212 | -1.5% | 0.01% | $5,585,759 |
| NORTHERN TRUST CORP | 1.2% | 170,578 | -4% | 0% | $4,931,411 |
| CSM Advisors, LLC | 1.2% | 164,905 | -3.2% | 0.13% | $4,767,000 |
| MORGAN STANLEY | 0.94% | 129,802 | -7.9% | 0% | $3,752,579 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.92% | 126,558 | -2.4% | 0.08% | $3,658,792 |
| BANC FUNDS CO LLC | 0.88% | 121,424 | 0% | 0.61% | $3,510,368 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 0.81% | 111,409 | -8.4% | 0.01% | $3,220,834 |
| GOLDMAN SACHS GROUP INC | 0.81% | 111,308 | +6.9% | 0% | $3,217,914 |
| Bank of New York Mellon Corp | 0.76% | 105,201 | -2.1% | 0% | $3,041,363 |
| LSV ASSET MANAGEMENT | 0.65% | 90,000 | -7.2% | 0.01% | $2,602,000 |
| Empowered Funds, LLC | 0.53% | 73,558 | -4.1% | 0.02% | $2,126,562 |
| BANK OF AMERICA CORP /DE/ | 0.47% | 64,350 | -0.02% | 0% | $1,860,360 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.46% | 63,369 | +5.2% | 0% | $1,831,998 |
| Fisher Asset Management, LLC | 0.35% | 48,502 | +19% | 0% | $1,402,192 |
| PANAGORA ASSET MANAGEMENT INC | 0.34% | 47,643 | -0.86% | 0.01% | $1,377,359 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 29,496 | $973,067 | +$325,674 | $32.68 | 10 |
| 2025 Q3 | 7,558,412 | $218,451,121 | -$5,125,961 | $28.91 | 107 |
| 2025 Q2 | 7,730,326 | $229,551,867 | +$6,029,955 | $29.69 | 104 |
| 2025 Q1 | 7,708,044 | $214,830,325 | -$7,303,656 | $27.88 | 113 |
| 2024 Q4 | 7,974,613 | $230,652,498 | -$8,224,454 | $28.92 | 114 |
| 2024 Q3 | 8,254,223 | $238,354,964 | +$7,655,976 | $28.88 | 103 |
| 2024 Q2 | 7,969,657 | $178,357,240 | +$651,100 | $22.38 | 86 |
| 2024 Q1 | 7,960,152 | $160,769,192 | -$3,943,307 | $20.20 | 82 |
| 2023 Q4 | 8,143,494 | $183,628,479 | +$3,568,428 | $22.55 | 83 |
| 2023 Q3 | 7,994,717 | $151,576,099 | -$3,245,429 | $18.96 | 84 |
| 2023 Q2 | 8,209,046 | $139,305,735 | +$4,091,393 | $16.97 | 80 |
| 2023 Q1 | 7,918,802 | $136,339,025 | -$2,819,320 | $17.22 | 82 |
| 2022 Q4 | 8,062,940 | $171,259,989 | +$3,604,369 | $21.24 | 84 |
| 2022 Q3 | 7,850,427 | $155,047,473 | -$3,456,035 | $19.75 | 76 |
| 2022 Q2 | 7,994,468 | $173,713,707 | -$789,178 | $21.73 | 82 |
| 2022 Q1 | 8,096,702 | $202,248,227 | -$5,753,082 | $24.98 | 88 |
| 2021 Q4 | 8,314,315 | $225,665,178 | +$2,076,872 | $27.15 | 89 |
| 2021 Q3 | 8,224,878 | $199,656,278 | -$2,292,136 | $24.28 | 88 |
| 2021 Q2 | 8,311,677 | $211,556,009 | -$771,000 | $25.45 | 89 |
| 2021 Q1 | 8,343,568 | $223,599,227 | -$2,217,808 | $26.80 | 91 |
| 2020 Q4 | 8,430,494 | $201,643,037 | +$3,004,530 | $23.92 | 90 |
| 2020 Q3 | 8,345,362 | $140,127,177 | -$1,179,248 | $16.79 | 85 |
| 2020 Q2 | 8,396,274 | $158,426,116 | +$2,165,717 | $18.88 | 89 |
| 2020 Q1 | 8,308,941 | $146,019,203 | -$7,041,487 | $17.58 | 82 |
| 2019 Q4 | 8,488,494 | $247,179,970 | +$4,759,767 | $29.12 | 95 |
| 2019 Q3 | 8,332,030 | $221,293,826 | +$2,094,585 | $26.56 | 92 |
| 2019 Q2 | 8,250,983 | $223,712,888 | +$6,094,053 | $27.12 | 86 |
| 2019 Q1 | 8,084,587 | $196,450,325 | +$516,875 | $24.30 | 86 |
| 2018 Q4 | 8,062,997 | $193,763,393 | +$4,060,316 | $24.03 | 88 |
| 2018 Q3 | 7,876,022 | $227,619,063 | -$1,644,122 | $28.90 | 92 |
| 2018 Q2 | 7,934,790 | $224,077,202 | +$2,984,559 | $28.24 | 92 |
| 2018 Q1 | 7,833,640 | $208,693,392 | -$1,628,352 | $26.64 | 89 |
| 2017 Q4 | 7,930,256 | $210,645,978 | +$10,883,941 | $26.56 | 92 |
| 2017 Q3 | 7,499,119 | $203,633,603 | +$3,906,827 | $27.15 | 83 |
| 2017 Q2 | 7,356,187 | $180,586,810 | -$340,824 | $24.55 | 76 |
| 2017 Q1 | 7,362,384 | $201,950,070 | +$29,224,901 | $27.43 | 71 |
| 2016 Q4 | 7,160,023 | $190,380,033 | +$10,278,877 | $26.59 | 80 |
| 2016 Q3 | 6,872,885 | $128,936,145 | +$904,712 | $18.76 | 78 |
| 2016 Q2 | 6,841,837 | $114,189,501 | +$472,318 | $16.69 | 79 |
| 2016 Q1 | 6,776,178 | $122,986,000 | -$1,184,400 | $18.15 | 77 |
| 2015 Q4 | 6,832,671 | $120,601,862 | +$2,794,805 | $17.65 | 67 |
| 2015 Q3 | 6,650,524 | $106,144,709 | -$296,127 | $15.96 | 60 |
| 2015 Q2 | 6,670,407 | $115,464,784 | -$4,510,953 | $17.31 | 63 |
| 2015 Q1 | 6,935,057 | $115,799,415 | -$968,480 | $16.70 | 55 |
| 2014 Q4 | 6,992,919 | $122,745,071 | -$909,629 | $17.56 | 55 |
| 2014 Q3 | 7,079,703 | $118,659,108 | -$1,293,158 | $16.76 | 58 |
| 2014 Q2 | 7,161,940 | $113,149,299 | -$1,093,922 | $15.80 | 58 |
| 2014 Q1 | 7,229,712 | $115,098,249 | +$817,674 | $15.92 | 54 |