SIERRA BANCORP - Common Stock (BSRR) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
BSRR on Nasdaq
Shares outstanding
13,825,603
Price per share
$35.05
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
7,515,664
Total reported value
$245,606,570
% of total 13F portfolios
0%
Share change
-31,331
Value change
-$789,605
Number of holders
112
Price from insider filings
$35.05
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of SIERRA BANCORP - Common Stock (BSRR) based on Schedule 13D/G filings

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 31 Dec 2025, 112 institutional investors reported holding 7,515,664 shares of SIERRA BANCORP - Common Stock (BSRR). This represents 54% of the company’s total 13,825,603 outstanding shares.

Top 25 Institutional Shareholders

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. 9.2% 1,269,755 -1.7% 0% $41,495,593
DIMENSIONAL FUND ADVISORS LP 6.8% 938,971 -0.68% 0.01% $30,685,617
VANGUARD GROUP INC 5.3% 734,538 +0.13% 0% $24,004,702
PRIVATE MANAGEMENT GROUP INC 4% 546,139 -6.3% 0.52% $17,847,823
MANUFACTURERS LIFE INSURANCE COMPANY, THE 2.7% 379,308 -0.95% 0.01% $12,395,785
GEODE CAPITAL MANAGEMENT, LLC 2.1% 286,542 -2.4% 0% $9,366,225
STATE STREET CORP 2% 279,719 -0.91% 0% $9,141,217
JANUS HENDERSON GROUP PLC 1.9% 259,035 0% $8,465,264
AMERICAN CENTURY COMPANIES INC 1.8% 250,287 +13% 0% $8,179,379
FMR LLC 1.5% 204,630 +5% 0% $6,687,308
RENAISSANCE TECHNOLOGIES LLC 1.3% 181,912 -5.8% 0.01% $5,944,884
CSM Advisors, LLC 1.2% 165,180 +0.17% 0.15% $5,399,000
NORTHERN TRUST CORP 1.1% 158,185 -7.3% 0% $5,169,486
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.96% 132,990 +5.1% 0.09% $4,346,113
MORGAN STANLEY 0.93% 128,019 -1.4% 0% $4,183,675
BANC FUNDS CO LLC 0.88% 121,424 0% 0.79% $3,968,136
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.81% 111,409 0% 0.01% $3,640,846
GOLDMAN SACHS GROUP INC 0.75% 104,197 -6.4% 0% $3,405,158
Bank of New York Mellon Corp 0.72% 99,769 -5.2% 0% $3,260,466
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.6% 82,742 +31% 0% $2,704,009
LSV ASSET MANAGEMENT 0.58% 80,400 -11% 0.01% $2,627,000
Empowered Funds, LLC 0.58% 79,990 +8.7% 0.04% $2,614,073
Fisher Asset Management, LLC 0.35% 48,502 0% 0% $1,585,045
PANAGORA ASSET MANAGEMENT INC 0.35% 48,191 +1.2% 0.01% $1,574,882
MARTINGALE ASSET MANAGEMENT L P 0.3% 41,381 -11% 0.03% $1,352,332

Institutional Holders of SIERRA BANCORP - Common Stock (BSRR) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 7,515,664 $245,606,570 -$789,605 $32.68 112
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
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