Sierra Bancorp BSRR Institutional Ownership

NASDAQ BSRR

$39.65 -0.18 (-0.45%)

At close: Oct 21, 2026 · 4:00 PM EDT

Institutions by Trading Activity

126 Institutions

Increased 53 42.1%

Unchanged 31 24.6%

Reduced 42 33.3%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

59.92%

▲+2.04 pp QoQ

Shares Held by Institutions

7.77Mn

of 12.96Mn outstanding

▲+2.49% QoQ

Shares Outstanding

12.96Mn

5.20Mn held outside 13F filers

Institutional Investors

126

filed 13F for Jun 2026

▲+10 vs prior quarter

Net Shares Added (QoQ)

+189.07K

accumulated since last quarter

Value of Holdings

$309.38Mn

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

Updated Oct 11, 2026

Sierra Bancorp (NASDAQ:BSRR) had 126 institutional holders reporting a position on Form 13F for the quarter ended June 30, 2026.

Their combined stake equaled 59.92% of outstanding shares in Q2 2026, up from 57.88% in Q1 2026.
Total holdings of BSRR shares rose 2.49% from Q1 2026, and the holder count rose 22.33% from Q2 2025.
Of the 126 holders, 53 added to their positions, 42 reduced their stakes and 31 left their positions unchanged in Q2 2026.
Institutional investors held 7.77Mn shares of Sierra Bancorp in total at the end of Q2 2026, up 189.07K from the prior quarter and up 178.45K from a year earlier.
BlackRock, Inc. held the largest position in BSRR at 1.31Mn shares as of June 30, 2026, or 10.08% of shares outstanding.
Holders that added the most shares of Sierra Bancorp in Q2 2026 were American Century Companies Inc (+70.81K shares), BlackRock, Inc. (+61.49K shares), Basswood Capital Management, L.L.C. (+44.41K shares), Vanguard Portfolio Management LLC (+30.08K shares) and Geode Capital Management, LLC (+30.02K shares).
The biggest cuts to BSRR positions during Q2 2026 came from Private Management Group Inc (-90.15K shares), Goldman Sachs Group Inc (-32.92K shares), Millennium Management LLC (-23.67K shares), PanAgora Asset Management Inc (-22.08K shares) and Banc Funds Co LLC (-14K shares).
Business Quant data shows the 10 biggest positions in Sierra Bancorp as of Q2 2026 were held by BlackRock, Inc. (1.31Mn shares), Dimensional Fund Advisors LP (921.63K shares), Vanguard Capital Management LLC (527.03K shares), Jupiter Topco LLC (438.29K shares), Private Management Group Inc (434.07K shares), American Century Companies Inc (372.68K shares), Manufacturers Life Insurance Company, The (357.61K shares), Geode Capital Management, LLC (315.37K shares), State Street Corp (276.59K shares) and FMR LLC (212.02K shares).

Form 13F Holdings

126 Institutional Holders

Report period 30 Jun, 2026

Total shares held 7.77Mn

Of outstanding 59.92%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	1,306,403	10.08%	▲61,492	+4.94%	$53.25Mn
2	DIMENSIONAL FUND ADVISORS LP	0000354204	921,629	7.11%	▼7,597	-0.82%	$37.57Mn
3	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	527,029	4.07%	▼13,422	-2.48%	$21.48Mn
4	Jupiter Topco LLC	0002146052	438,288	3.38%	▲438,288	0.00%	$17.86Mn
5	PRIVATE MANAGEMENT GROUP INC	0001142031	434,075	3.35%	▼90,149	-17.20%	$17.69Mn
6	AMERICAN CENTURY COMPANIES INC	0000748054	372,676	2.87%	▲70,811	+23.46%	$15.19Mn
7	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0000928047	357,606	2.76%	▼2,340	-0.65%	$14.58Mn
8	GEODE CAPITAL MANAGEMENT, LLC	0001214717	315,368	2.43%	▲30,024	+10.52%	$12.86Mn
9	State Street Corp	0000093751	276,592	2.13%	▲9,632	+3.61%	$11.27Mn
10	FMR LLC	0000315066	212,021	1.64%	▼3,476	-1.61%	$8.64Mn
11	RENAISSANCE TECHNOLOGIES LLC	0001037389	185,812	1.43%	▲4,965	+2.75%	$7.57Mn
12	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	0001085393	184,089	1.42%	▲44,413	+31.80%	$7.50Mn
13	Northern Trust Corp	0000073124	175,804	1.36%	▲15,068	+9.37%	$7.17Mn
14	CSM Advisors, LLC	0001863523	163,990	1.27%	▼180	-0.11%	$6.69K
15	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0001107261	135,101	1.04%	▲5,869	+4.54%	$5.51Mn
16	Morgan Stanley	0000895421	123,092	0.95%	▼7,509	-5.75%	$5.02Mn
17	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	99,574	0.77%	▲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	0.72%	▼13,400	-12.48%	$3.83Mn

Showing 1 to 20 of 126 holders