Sierra Bancorp BSRR Institutional Ownership

NASDAQ BSRR

$40.37 -0.32 (-0.79%)

As of: Sep 9, 2026 · 3:59 PM EDT

Institutions by Trading Activity

127 Institutions

Increased 54 42.5%

Unchanged 31 24.4%

Reduced 42 33.1%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

60.73%

▼-0.27 pp QoQ

Shares Held by Institutions

7.80Mn

of 12.85Mn outstanding

▲+8.64% QoQ

Shares Outstanding

12.85Mn

5.05Mn held outside 13F filers

Institutional Investors

127

filed 13F for Jun 2026

▲+11 vs prior quarter

Net Shares Added (QoQ)

+620.76K

accumulated since last quarter

Value of Holdings

$320.53Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Sierra Bancorp (NASDAQ:BSRR) has 127 institutional investors with active 13F positions as of June 2026.

These investors held 60.7% of outstanding shares in June 2026, down from 61.0% in March 2026.
They increased total shares held in Sierra Bancorp by 8.64% from last quarter, and the number of investors in BSRR increased 19.81% annually.
During the quarter, 54 of these 127 funds increased positions in BSRR, 42 reduced exposure, and 31 held steady.
Altogether, these fund groups held 7.8Mn shares in BSRR by June 2026, up by 620.76K shares quarter on quarter, and up 147.86K shares year over year.
As of June 30, 2026, the biggest holder of Sierra Bancorp is BlackRock, Inc. at 1.31Mn shares, representing 10.17% of shares outstanding.
Top purchasers of BSRR stock for the quarter ending June 2026 included Jupiter Topco LLC (438.29K), AMERICAN CENTURY COMPANIES INC (70.81K), BlackRock, Inc. (61.49K), BASSWOOD CAPITAL MANAGEMENT, L.L.C. (44.41K), Sixth Street Partners Management Company, L.P. (35.03K).
Leading sellers of Sierra Bancorp shares for the quarter ending June 2026 were PRIVATE MANAGEMENT GROUP INC (90.15K), Goldman Sachs Group Inc (32.92K), MILLENNIUM MANAGEMENT LLC (23.67K), PANAGORA ASSET MANAGEMENT INC (22.08K), BANC FUNDS CO LLC (14.0K).
Per Business Quant data, the top 10 holders of Sierra Bancorp for the quarter ending June 2026 are BlackRock, Inc. (1.31Mn), DIMENSIONAL FUND ADVISORS LP (921.63K), VANGUARD CAPITAL MANAGEMENT LLC (527.03K), Jupiter Topco LLC (438.29K), PRIVATE MANAGEMENT GROUP INC (434.08K), AMERICAN CENTURY COMPANIES INC (372.68K), MANUFACTURERS LIFE INSURANCE COMPANY, THE (357.61K), GEODE CAPITAL MANAGEMENT, LLC (315.37K), State Street Corp (276.59K), FMR LLC (212.02K).

Form 13F Holdings

127 Institutional Holders

Report period 30 Jun, 2026

Total shares held 7.80Mn

Of outstanding 60.73%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	1,306,403	10.17%	▲61,492	+4.94%	$53.25Mn
2	DIMENSIONAL FUND ADVISORS LP	0000354204	921,629	7.17%	▼7,597	-0.82%	$37.57Mn
3	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	527,029	4.10%	▼13,422	-2.48%	$21.48Mn
4	Jupiter Topco LLC	0002146052	438,288	3.41%	▲438,288	0.00%	$17.86Mn
5	PRIVATE MANAGEMENT GROUP INC	0001142031	434,075	3.38%	▼90,149	-17.20%	$17.69Mn
6	AMERICAN CENTURY COMPANIES INC	0000748054	372,676	2.90%	▲70,811	+23.46%	$15.19Mn
7	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0000928047	357,606	2.78%	▼2,340	-0.65%	$14.58Mn
8	GEODE CAPITAL MANAGEMENT, LLC	0001214717	315,368	2.45%	▲30,024	+10.52%	$12.86Mn
9	State Street Corp	0000093751	276,592	2.15%	▲9,632	+3.61%	$11.27Mn
10	FMR LLC	0000315066	212,021	1.65%	▼3,476	-1.61%	$8.64Mn
11	RENAISSANCE TECHNOLOGIES LLC	0001037389	185,812	1.45%	▲4,965	+2.75%	$7.57Mn
12	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	0001085393	184,089	1.43%	▲44,413	+31.80%	$7.50Mn
13	Northern Trust Corp	0000073124	175,804	1.37%	▲15,068	+9.37%	$7.17Mn
14	CSM Advisors, LLC	0001863523	163,990	1.28%	▼180	-0.11%	$6.69K
15	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0001107261	135,101	1.05%	▲5,869	+4.54%	$5.51Mn
16	Morgan Stanley	0000895421	123,092	0.96%	▼7,509	-5.75%	$5.02Mn
17	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	99,574	0.78%	▲30,076	+43.28%	$4.06Mn
18	BANC FUNDS CO LLC	0001029311	99,255	0.77%	▼14,000	-12.36%	$4.05Mn
19	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0001164508	98,078	0.76%	▼541	-0.55%	$4.00Mn
20	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0001164833	93,959	0.73%	▼13,400	-12.48%	$3.83Mn

Showing 1 to 20 of 127 holders