Sierra Bancorp (BSRR) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

13,818,403Shares Outstanding

339,621Shares held by institutions

$12,908,994Value of institutional holdings

54.13%Institutional ownership %

0.04%Shares Changed QoQ

109No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

According to SEC filings for the period ending December 2025, Sierra Bancorp (NASDAQ:BSRR) is held by 109 institutional firms.

The percentage of Sierra Bancorp owned by institutions changed from 54.6% in September 2025 to 54.1% in December 2025, marking a slight down trend.
Institutional share ownership changed by 0.04% QoQ, while the number of institutional owners saw a decrease of 7.63% YoY.
Of these 109 institutional investors, 45 increased their holdings in Sierra Bancorp, while 41 of them reduced positions, and 23 investors maintained their exposure.
This class of investors increased its holdings in Sierra Bancorp to 7.48Mn shares for the 13F-cycle ending December 2025, up by 3.07K shares quarter on quarter, and down 510.77K shares year over year.
BlackRock, Inc.'s holding of 1.27Mn shares as of December 31, 2025 makes it the primary institutional investor in Sierra Bancorp, owning 9.19% of the stock.
Among the most significant buyers of Sierra Bancorp during December 2025 were JANUS HENDERSON GROUP PLC (259.04K), AMERICAN CENTURY COMPANIES INC (28.16K), FEDERATED HERMES, INC. (22.78K), ARROWSTREET CAPITAL, LIMITED PARTNERSHIP (19.37K), CITADEL ADVISORS LLC (11.92K).
Leading sellers of Sierra Bancorp stock in December 2025 included AMERIPRISE FINANCIAL INC (199.61K), BANK OF AMERICA CORP /DE/ (47.06K), PRIVATE MANAGEMENT GROUP INC (36.57K), BlackRock, Inc. (21.81K), LOS ANGELES CAPITAL MANAGEMENT LLC (18.33K).
The top 10 institutional holders of Sierra Bancorp for the quarter ending December 2025 included BlackRock, Inc. (1.27Mn), DIMENSIONAL FUND ADVISORS LP (938.97K), VANGUARD GROUP INC (734.54K), PRIVATE MANAGEMENT GROUP INC (546.14K), MANUFACTURERS LIFE INSURANCE COMPANY, THE (379.31K), GEODE CAPITAL MANAGEMENT, LLC (286.54K), STATE STREET CORP (279.72K), JANUS HENDERSON GROUP PLC (259.04K), AMERICAN CENTURY COMPANIES INC (250.29K), FMR LLC (204.63K).

109 Institutional Holders

339,621 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	1,269,755	-21,814	-1.69%	$41,495,593.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	938,971	-6,433	-0.68%	$30,685,617.00
VANGUARD GROUP INC	31 Dec, 2025	734,538	971	0.13%	$24,004,702.00
PRIVATE MANAGEMENT GROUP INC	31 Dec, 2025	546,139	-36,567	-6.28%	$17,847,823.00
MANUFACTURERS LIFE INSURANCE COMPANY, THE	31 Dec, 2025	379,308	-3,639	-0.95%	$12,395,785.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	286,542	-7,103	-2.42%	$9,366,225.00
STATE STREET CORP	31 Dec, 2025	279,719	-2,567	-0.91%	$9,141,217.00
JANUS HENDERSON GROUP PLC	31 Dec, 2025	259,035	259,035	0.00%	$8,465,264.00
AMERICAN CENTURY COMPANIES INC	31 Dec, 2025	250,287	28,165	12.68%	$8,179,379.00
FMR LLC	31 Dec, 2025	204,630	9,751	5.00%	$6,687,308.00
RENAISSANCE TECHNOLOGIES LLC	31 Dec, 2025	181,912	-11,300	-5.85%	$5,944,884.00
CSM Advisors, LLC	31 Dec, 2025	165,180	275	0.17%	$5,399.00
NORTHERN TRUST CORP	31 Dec, 2025	158,185	-12,393	-7.27%	$5,169,486.00
BRIDGEWAY CAPITAL MANAGEMENT, LLC	31 Dec, 2025	132,990	6,432	5.08%	$4,346,113.00
MORGAN STANLEY	31 Dec, 2025	128,019	-1,783	-1.37%	$4,183,675.00
BANC FUNDS CO LLC	31 Dec, 2025	121,424	0	0.00%	$3,968,136.00
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	31 Dec, 2025	111,409	0	0.00%	$3,640,846.00
GOLDMAN SACHS GROUP INC	31 Dec, 2025	104,197	-7,111	-6.39%	$3,405,158.00
Bank of New York Mellon Corp	31 Dec, 2025	99,769	-5,432	-5.16%	$3,260,466.00
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	31 Dec, 2025	82,742	19,373	30.57%	$2,704,009.00

1 - 20 of 109

Research Tools