- Type / Class
- Equity / Common Stock
- Shares outstanding
- 13,825,603
- Total 13F shares
- 7,960,152
- Share change
- -174,822
- Total reported value
- $160,769,192
- Price per share
- $20.20
- Number of holders
- 82
- Value change
- -$3,943,307
- Number of buys
- 29
- Number of sells
- 34
Quarterly Holders Quick Answers
What is CUSIP 82620P102?
CUSIP 82620P102 identifies BSRR - SIERRA BANCORP - Common Stock in SEC institutional holdings data.
Need full ownership history?
Open the full security ownership history page.
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- Latest 13F filings for newly reported positions across managers.
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Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 82620P102:
Top shareholders of BSRR - SIERRA BANCORP - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| BlackRock Finance, Inc. |
13F
|
Company |
10%
|
1,386,755
|
$31,271,326 | — | 31 Dec 2023 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
7.2%
|
996,631
|
$22,474,270 | — | 31 Dec 2023 | |
| VANGUARD GROUP INC |
13F
|
Company |
4.9%
|
674,223
|
$15,203,729 | — | 31 Dec 2023 | |
| PRIVATE MANAGEMENT GROUP INC |
13F
|
Company |
4.7%
|
652,728
|
$14,719,016 | — | 31 Dec 2023 | |
| BANC FUNDS CO LLC |
13F
|
Company |
3.2%
|
436,746
|
$9,849,000 | — | 31 Dec 2023 | |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE |
13F
|
Company |
3%
|
420,502
|
$9,482,320 | — | 31 Dec 2023 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
2.4%
|
331,135
|
$7,467,101 | — | 31 Dec 2023 | |
| STATE STREET CORP |
13F
|
Company |
2.1%
|
294,370
|
$6,638,044 | — | 31 Dec 2023 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2%
|
281,976
|
$6,359,255 | — | 31 Dec 2023 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.8%
|
245,698
|
$5,540,489 | — | 31 Dec 2023 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
1.6%
|
216,312
|
$4,878,000 | — | 31 Dec 2023 | |
| FMR LLC |
13F
|
Company |
1.1%
|
158,731
|
$3,579,384 | — | 31 Dec 2023 | |
| Fourthstone LLC |
13F
|
Company |
1.1%
|
153,766
|
$3,467,423 | — | 31 Dec 2023 | |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC |
13F
|
Company |
1%
|
142,722
|
$3,218,381 | — | 31 Dec 2023 | |
| MORGAN STANLEY |
13F
|
Company |
0.99%
|
137,341
|
$3,097,061 | — | 31 Dec 2023 | |
| Foundry Partners, LLC |
13F
|
Company |
0.98%
|
135,335
|
$3,051,804 | — | 31 Dec 2023 | |
| LSV ASSET MANAGEMENT |
13F
|
Company |
0.92%
|
126,900
|
$2,862,000 | — | 31 Dec 2023 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.88%
|
121,693
|
$2,744,172 | — | 31 Dec 2023 | |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.83%
|
114,302
|
$2,577,510 | — | 31 Dec 2023 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
0.82%
|
113,465
|
$2,558,636 | — | 31 Dec 2023 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.61%
|
84,595
|
$1,907,617 | — | 31 Dec 2023 | |
| Assenagon Asset Management S.A. |
13F
|
Company |
0.49%
|
67,149
|
$1,514,210 | — | 31 Dec 2023 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.46%
|
62,920
|
$1,418,846 | — | 31 Dec 2023 | |
| Empowered Funds, LLC |
13F
|
Company |
0.44%
|
61,302
|
$1,382,360 | — | 31 Dec 2023 | |
| Integris Wealth Management, LLC |
13F
|
Company |
0.39%
|
54,130
|
$1,220,632 | — | 31 Dec 2023 | |
| LOS ANGELES CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.32%
|
43,620
|
$983,631 | — | 31 Dec 2023 | |
| Mutual Advisors, LLC |
13F
|
Company |
0.29%
|
40,043
|
$902,970 | — | 31 Dec 2023 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.27%
|
37,131
|
$837,304 | — | 31 Dec 2023 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
0.26%
|
36,361
|
$819,940 | — | 31 Dec 2023 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
0.24%
|
32,956
|
$743,157 | — | 31 Dec 2023 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.24%
|
32,517
|
$733,258 | — | 31 Dec 2023 | |
| Jennifer Ann Johnson |
3/4/5
|
EVP/Chief Admin. Officer |
—
class O/S missing
|
36,792
|
$689,482 | — | 16 Nov 2023 | |
| MARTINGALE ASSET MANAGEMENT L P |
13F
|
Company |
0.21%
|
29,050
|
$655,078 | — | 31 Dec 2023 | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP |
13F
|
Company |
0.19%
|
26,809
|
$605,000 | — | 31 Dec 2023 | |
| Gradient Investments LLC |
13F
|
Company |
0.18%
|
24,714
|
$557,301 | — | 31 Dec 2023 | |
| JACOBS LEVY EQUITY MANAGEMENT, INC |
13F
|
Company |
0.18%
|
24,592
|
$554,550 | — | 31 Dec 2023 | |
| STATE OF WISCONSIN INVESTMENT BOARD |
13F
|
Company |
0.15%
|
20,900
|
$471,295 | — | 31 Dec 2023 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.15%
|
20,597
|
$464,455 | — | 31 Dec 2023 | |
| TWO SIGMA ADVISERS, LP |
13F
|
Company |
0.14%
|
19,300
|
$435,215 | — | 31 Dec 2023 | |
| BARCLAYS PLC |
13F
|
Company |
0.13%
|
18,396
|
$414,830 | — | 31 Dec 2023 | |
| Mariner, LLC |
13F
|
Company |
0.11%
|
15,668
|
$353,313 | — | 31 Dec 2023 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
0.11%
|
15,461
|
$348,646 | — | 31 Dec 2023 | |
| UBS Group AG |
13F
|
Company |
0.11%
|
15,246
|
$343,798 | — | 31 Dec 2023 | |
| BNP PARIBAS FINANCIAL MARKETS |
13F
|
Company |
0.11%
|
15,218
|
$343,166 | — | 31 Dec 2023 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.11%
|
14,552
|
$328,000 | — | 31 Dec 2023 | |
| Van Hulzen Asset Management, LLC |
13F
|
Company |
0.1%
|
13,660
|
$308,000 | — | 31 Dec 2023 | |
| Pasadena Private Wealth, LLC |
13F
|
Company |
0.1%
|
13,200
|
$297,660 | — | 31 Dec 2023 | |
| ALLIANCEBERNSTEIN L.P. |
13F
|
Company |
0.09%
|
12,466
|
$281,108 | — | 31 Dec 2023 | |
| Trexquant Investment LP |
13F
|
Company |
0.09%
|
12,428
|
$280,251 | — | 31 Dec 2023 | |
| GLOBEFLEX CAPITAL L P |
13F
|
Company |
0.09%
|
12,272
|
$276,734 | — | 31 Dec 2023 |
Institutional Holders of SIERRA BANCORP - Common Stock (BSRR) as of Q1 2024
As of 31 Mar 2024,
SIERRA BANCORP - Common Stock (BSRR) was held by
82 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
7,960,152 shares.
The largest 10 holders included
BlackRock Inc., DIMENSIONAL FUND ADVISORS LP, VANGUARD GROUP INC, PRIVATE MANAGEMENT GROUP INC, BANC FUNDS CO LLC, MANUFACTURERS LIFE INSURANCE COMPANY, THE, AMERIPRISE FINANCIAL INC, STATE STREET CORP, GEODE CAPITAL MANAGEMENT, LLC, and NORTHERN TRUST CORP.
This page lists
82
institutional shareholders reporting positions in this security
for the Q1 2024 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2024 vs Q4 2023 Across Filers
Q4 2023 holders
83
Q1 2024 holders
82
Holder diff
-1
| Investor | Q4 2023 Shares | Q1 2024 Shares | Share Diff | Share Chg % | Q4 2023 Value $ | Q1 2024 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.