Latest Period
Q2 2026
Security Snapshot
SIERRA BANCORP - Common Stock (BSRR) Institutional Ownership
CUSIP: 82620P102
13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026
Institutions Reporting
124
Shares (Excl. Options)
7,774,368
Price
$40.76
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- Security type / class
- Equity / Common Stock
- Symbol
- BSRR on Nasdaq
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 7,774,368
- Total 13F value
- $316,782,590
- Portfolio coverage rank
- 0%
- Share change
- +105,574
- Value change
- +$4,508,985
- Number of holders
- 124
- Shares outstanding
- 13,825,603
- SEC-reported price per share
- $40.66
- Insider filing price
- $40.66
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- BSRR - SIERRA BANCORP - Common Stock is tracked under CUSIP 82620P102.
- 124 institutions reported positions in Q2 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 116 to 124 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $257,039,491 to $316,782,590.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 124 institutions filings for Q2 2026.
Security key
82620P102
Latest holder period
Q2 2026
13F holders
124
13D/G owners
1
CIK / CUSIP context first
Open Q2 2026 holders
BSRR full holder history
SIERRA BANCORP SEC filings
SIERRA BANCORP company facts
SIERRA BANCORP insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 82620P102:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
BSRR
| 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 |
As of 30 Jun 2026, 124 institutional investors reported holding 7,774,368 shares of SIERRA BANCORP - Common Stock (BSRR). This represents 56% of the company’s total 13,825,603 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
50%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 9.4% | 1,306,403 | +4.9% | 0% | $53,248,991 |
| DIMENSIONAL FUND ADVISORS LP | 6.7% | 921,629 | -0.82% | 0.01% | $37,565,603 |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.8% | 527,029 | -2.5% | 0% | $21,481,702 |
| Jupiter Topco LLC | 3.2% | 438,288 | 0% | 0.01% | $17,864,619 |
| PRIVATE MANAGEMENT GROUP INC | 3.1% | 434,075 | -17% | 0.47% | $17,692,897 |
| AMERICAN CENTURY COMPANIES INC | 2.7% | 372,676 | +23% | 0.01% | $15,190,274 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2.6% | 357,606 | -0.65% | 0.01% | $14,576,021 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.3% | 315,368 | +11% | 0% | $12,857,245 |
| STATE STREET CORP | 2% | 276,592 | +3.6% | 0% | $11,273,890 |
| FMR LLC | 1.5% | 212,021 | -1.6% | 0% | $8,641,975 |
| RENAISSANCE TECHNOLOGIES LLC | 1.3% | 185,812 | +2.7% | 0.01% | $7,573,697 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 1.3% | 184,089 | +32% | 0.32% | $7,503,468 |
| NORTHERN TRUST CORP | 1.3% | 175,804 | +9.4% | 0% | $7,165,771 |
| CSM Advisors, LLC | 1.2% | 163,990 | -0.11% | 0.14% | $6,685,000 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.98% | 135,101 | +4.5% | 0.1% | $5,506,717 |
| MORGAN STANLEY | 0.89% | 123,092 | -5.7% | 0% | $5,017,259 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 0.72% | 99,574 | +43% | 0% | $4,058,636 |
| BANC FUNDS CO LLC | 0.72% | 99,255 | -12% | 0.67% | $4,045,634 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.71% | 98,078 | -0.55% | 0% | $3,997,659 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 0.68% | 93,959 | -12% | 0.01% | $3,829,769 |
| Bank of New York Mellon Corp | 0.67% | 92,746 | -0.7% | 0% | $3,780,321 |
| Empowered Funds, LLC | 0.59% | 82,101 | +7.7% | 0.02% | $3,346,437 |
| VANGUARD FIDUCIARY TRUST CO | 0.56% | 77,866 | +1.1% | 0% | $3,173,818 |
| LSV ASSET MANAGEMENT | 0.51% | 70,600 | +0.71% | 0.01% | $2,878,000 |
| GOLDMAN SACHS GROUP INC | 0.38% | 52,083 | -39% | 0% | $2,122,903 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
50
Latest
Q2 2026
Rows shown
1-25 of 50
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 7,774,368 | $316,782,590 | +$4,508,985 | $40.76 | 124 |
| 2026 Q1 | 7,577,937 | $257,039,491 | +$3,847,903 | $33.92 | 116 |
| 2025 Q4 | 7,515,864 | $245,613,106 | -$1,103,866 | $32.68 | 113 |
| 2025 Q3 | 7,558,430 | $218,450,599 | -$5,125,465 | $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 |