Security Snapshot

SIERRA BANCORP - Common Stock (BSRR) Institutional Ownership

CUSIP: 82620P102

13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

116

Shares (Excl. Options)

7,577,937

Price

$33.92

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+110,242
Value change
+$3,847,903
Number of holders
116
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
13,825,603
SEC-reported price per share
$37.99
Insider filing price
$37.99
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • BSRR - SIERRA BANCORP - Common Stock is tracked under CUSIP 82620P102.
  • 116 institutions reported positions in Q1 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 113 to 116 between Q4 2025 and Q1 2026.
  • SEC-reported value moved from $245,613,106 to $257,039,491.

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

Latest holder context comes from 116 institutions filings for Q1 2026.

Open SEC evidence

Security key

82620P102

Latest holder period

Q1 2026

13F holders

116

13D/G owners

1

CIK / CUSIP context first

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 31 Mar 2026, 116 institutional investors reported holding 7,577,937 shares of SIERRA BANCORP - Common Stock (BSRR). This represents 55% 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
49%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 9% 1,244,911 -2% 0% $42,227,381
DIMENSIONAL FUND ADVISORS LP 6.7% 929,226 -1% 0.01% $31,519,353
VANGUARD CAPITAL MANAGEMENT LLC 3.9% 540,451 0% 0% $18,332,098
PRIVATE MANAGEMENT GROUP INC 3.8% 524,224 -4% 0.51% $17,781,678
MANUFACTURERS LIFE INSURANCE COMPANY, THE 2.6% 359,946 -5.1% 0.01% $12,209,368
JANUS HENDERSON GROUP PLC 2.5% 344,133 +33% 0.01% $11,672,991
AMERICAN CENTURY COMPANIES INC 2.2% 301,865 +21% 0.01% $10,239,261
GEODE CAPITAL MANAGEMENT, LLC 2.1% 285,344 -0.42% 0% $9,681,083
STATE STREET CORP 1.9% 266,960 -4.6% 0% $9,055,283
FMR LLC 1.6% 215,497 +5.3% 0% $7,309,658
RENAISSANCE TECHNOLOGIES LLC 1.3% 180,847 -0.59% 0.01% $6,134,330
CSM Advisors, LLC 1.2% 164,170 -0.61% 0.14% $5,567,000
NORTHERN TRUST CORP 1.2% 160,736 +1.6% 0% $5,452,166
BASSWOOD CAPITAL MANAGEMENT, L.L.C. 1% 139,676 0.24% $4,737,810
MORGAN STANLEY 0.94% 130,601 +2% 0% $4,430,014
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.93% 129,232 -2.8% 0.09% $4,383,549
BANC FUNDS CO LLC 0.82% 113,255 -6.7% 0.72% $3,841,610
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.78% 107,359 -3.6% 0.01% $3,641,617
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.71% 98,619 +19% 0% $3,345,156
Bank of New York Mellon Corp 0.68% 93,399 -6.4% 0% $3,168,101
GOLDMAN SACHS GROUP INC 0.61% 85,004 -18% 0% $2,883,335
VANGUARD FIDUCIARY TRUST CO 0.56% 77,035 0% 0% $2,613,027
Empowered Funds, LLC 0.55% 76,232 -4.7% 0.02% $2,585,789
LSV ASSET MANAGEMENT 0.51% 70,100 -13% 0.01% $2,378,000
VANGUARD PORTFOLIO MANAGEMENT LLC 0.5% 69,498 0% 0% $2,357,372

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
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
2020 Q1 8,308,941 $146,019,203 -$7,041,487 $17.58 82
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