DaveManuel.com · Institutional Ownership · Who Owns It
SIERRA BANCORP (BSRR)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
125
Reporting holders
$316.7M
Reported value
60.0%
Of shares outstanding
0.0%
Calls
0.0%
Puts
+9
Holder change
Institutions report 7,772,081 shares against 12,963,397 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $53.2M | 1,306,403 | 0.00% | 8q | +4.9%+$2.5M |
| DIMENSIONAL FUND ADVISORS LP | $37.6M | 921,629 | 0.01% | 31q | -0.8%-$309.7K |
| VANGUARD CAPITAL MANAGEMENT LLC | $21.5M | 527,029 | 0.00% | 2q | -2.5%-$547.1K |
| Jupiter Topco LLC | $17.9M | 438,288 | 0.01% | new | FIRST |
| PRIVATE MANAGEMENT GROUP INC | $17.7M | 434,075 | 0.47% | 31q | -17.2%-$3.7M |
| AMERICAN CENTURY COMPANIES INC | $15.2M | 372,676 | 0.01% | 25q | +23.5%+$2.9M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $14.6M | 357,606 | 0.01% | 25q | -0.7%-$95.4K |
| GEODE CAPITAL MANAGEMENT, LLC | $12.9M | 315,368 | 0.00% | 31q | +10.5%+$1.2M |
| STATE STREET CORP | $11.3M | 276,592 | 0.00% | 31q | +3.6%+$392.6K |
| FMR LLC | $8.6M | 212,021 | 0.00% | 31q | -1.6%-$141.7K |
| RENAISSANCE TECHNOLOGIES LLC | $7.6M | 185,812 | 0.01% | 31q | +2.7%+$202.4K |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $7.5M | 184,089 | 0.30% | 2q | +31.8%+$1.8M |
| NORTHERN TRUST CORP | $7.2M | 175,804 | 0.00% | 31q | +9.4%+$614.2K |
| CSM Advisors, LLC | $6.7M | 163,990 | 0.14% | 5q | HELD |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $5.5M | 135,101 | 0.10% | 25q | +4.5%+$239.2K |
| MORGAN STANLEY | $5.0M | 123,092 | 0.00% | 35q | -5.7%-$306.1K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $4.1M | 99,574 | 0.00% | 2q | +43.3%+$1.2M |
| BANC FUNDS CO LLC | $4.0M | 99,255 | 0.67% | 31q | -12.4%-$570.6K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $4.0M | 98,078 | 0.00% | 13q | -0.5%-$22.1K |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $3.8M | 93,959 | 0.01% | 24q | -12.5%-$546.2K |
| Bank of New York Mellon Corp | $3.8M | 92,746 | 0.00% | 31q | -0.7%-$26.6K |
| Empowered Funds, LLC | $3.3M | 82,101 | 0.02% | 13q | +7.7%+$239.2K |
| VANGUARD FIDUCIARY TRUST CO | $3.2M | 77,866 | 0.00% | 2q | +1.1%+$33.9K |
| LSV ASSET MANAGEMENT | $2.9M | 70,600 | 0.01% | 31q | +0.7%+$20.4K |
| GOLDMAN SACHS GROUP INC | $2.1M | 52,083 | 0.00% | 31q | -38.7%-$1.3M |
| Fisher Asset Management, LLC | $2.0M | 48,502 | 0.00% | 6q | -3.5%-$71.7K |
| FEDERATED HERMES, INC. | $1.9M | 46,752 | 0.00% | 31q | +8.9%+$155.9K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.4M | 35,034 | 0.00% | 31q | +9.2%+$120.2K |
| Connor, Clark & Lunn Investment Management Ltd. | $1.4M | 34,840 | 0.00% | 9q | -1.9%-$26.8K |
| AQR CAPITAL MANAGEMENT LLC | $1.3M | 33,058 | 0.00% | 8q | -0.5%-$7.1K |
| Trexquant Investment LP | $1.3M | 32,317 | 0.01% | 9q | +11.5%+$136.1K |
| JPMORGAN CHASE & CO | $1.1M | 26,396 | 0.00% | 31q | -5.2%-$58.9K |
| Quantinno Capital Management LP | $1.1M | 26,258 | 0.00% | 6q | +5.8%+$58.4K |
| PANAGORA ASSET MANAGEMENT INC | $1.1M | 25,938 | 0.00% | 10q | -46.0%-$900.1K |
| Invesco Ltd. | $1.0M | 24,706 | 0.00% | 6q | +2.0%+$20.1K |
| Nuveen, LLC | $948.8K | 23,277 | 0.00% | 6q | HELD |
| STATE OF WISCONSIN INVESTMENT BOARD | $935.4K | 22,949 | 0.00% | 15q | +3.1%+$28.5K |
| D. E. Shaw & Co., Inc. | $881.0K | 21,615 | 0.00% | 3q | +197.9%+$585.3K |
| AMERIPRISE FINANCIAL INC | $846.6K | 20,771 | 0.00% | 31q | HELD |
| TWO SIGMA INVESTMENTS, LP | $778.6K | 19,101 | 0.00% | 7q | -22.4%-$224.9K |
| Mutual Advisors, LLC | $772.4K | 18,951 | 0.01% | 13q | -9.5%-$81.5K |
| Inspire Investing, LLC | $683.7K | 16,773 | 0.03% | new | NEW |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $665.5K | 16,328 | 0.00% | 31q | -11.4%-$85.2K |
| RHUMBLINE ADVISERS | $623.0K | 15,284 | 0.00% | 31q | -2.5%-$16.2K |
| FRANKLIN RESOURCES INC | $590.5K | 14,486 | 0.00% | 8q | -34.6%-$312.2K |
| LAZARD ASSET MANAGEMENT LLC | $582.3K | 14,285 | 0.00% | 2q | +35.5%+$152.6K |
| MARSHALL WACE, LLP | $571.5K | 14,021 | 0.00% | new | NEW |
| VOYA INVESTMENT MANAGEMENT LLC | $560.3K | 13,746 | 0.00% | 7q | +2.9%+$15.9K |
| DEUTSCHE BANK AG\ | $551.4K | 13,529 | 0.00% | 34q | +15.0%+$71.9K |
| Pasadena Private Wealth, LLC | $538.0K | 13,200 | 0.07% | 15q | HELD |
| WELLS FARGO & COMPANY/MN | $515.2K | 12,640 | 0.00% | 31q | +123.0%+$284.2K |
| BANK OF AMERICA CORP /DE/ | $511.7K | 12,553 | 0.00% | 31q | -20.3%-$130.1K |
| ALLIANCEBERNSTEIN L.P. | $505.3K | 14,896 | 0.00% | 31q | -0.7%-$3.4K |
| MKT Advisors LLC | $502.0K | 12,320 | 0.16% | 19q | HELD |
| XTX Topco Ltd | $482.2K | 11,830 | 0.01% | new | NEW |
| MILLENNIUM MANAGEMENT LLC | $471.5K | 11,567 | 0.00% | 8q | -67.2%-$964.7K |
| PRUDENTIAL FINANCIAL INC | $432.7K | 10,616 | 0.00% | 2q | +1.0%+$4.1K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $409.0K | 10,015 | 0.00% | 3q | +21.1%+$71.3K |
| MARTINGALE ASSET MANAGEMENT L P | $405.0K | 9,937 | 0.01% | 20q | -33.1%-$200.5K |
| Sequoia Financial Advisors, LLC | $385.0K | 9,445 | 0.00% | new | NEW |
| Engineers Gate Manager LP | $375.2K | 9,204 | 0.00% | new | NEW |
| Integrated Quantitative Investments LLC | $365.1K | 8,957 | 0.06% | 2q | +8.4%+$28.2K |
| Creative Planning | $345.4K | 8,473 | 0.00% | 2q | +37.0%+$93.3K |
| BNP PARIBAS FINANCIAL MARKETS | $345.0K | 8,463 | 0.00% | 31q | +46.3%+$109.2K |
| Mariner, LLC | $337.3K | 8,275 | 0.00% | 15q | -55.4%-$419.5K |
| STRS OHIO | $334.2K | 8,200 | 0.00% | 31q | -24.8%-$110.1K |
| MetLife Investment Management, LLC | $326.0K | 7,999 | 0.00% | 32q | HELD |
| UBS Group AG | $301.4K | 7,395 | 0.00% | 31q | +1.7%+$5.0K |
| CANADA PENSION PLAN INVESTMENT BOARD | $285.3K | 7,000 | 0.00% | 3q | HELD |
| CITIGROUP INC | $268.9K | 6,598 | 0.00% | 31q | +289.0%+$199.8K |
| Gradient Investments LLC | $267.4K | 6,560 | 0.00% | 3q | HELD |
| Russell Investments Group, Ltd. | $263.7K | 6,470 | 0.00% | 31q | +489.8%+$219.0K |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $228.1K | 5,596 | 0.00% | 2q | -8.2%-$20.4K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $225.1K | 5,522 | 0.00% | 9q | -5.3%-$12.5K |
| CITADEL ADVISORS LLC | $223.1K | 5,474 | 0.00% | new | NEW |
| Corient Private Wealth LP | $218.5K | 5,361 | 0.00% | new | NEW |
| Western Financial Corp/CA | $218.4K | 5,359 | 0.06% | new | NEW |
| SEI INVESTMENTS CO | $208.9K | 5,124 | 0.00% | 2q | -38.9%-$132.8K |
| Vanguard Global Advisers, LLC | $201.0K | 4,931 | 0.00% | 2q | HELD |
| NEW YORK STATE COMMON RETIREMENT FUND | $155.5K | 3,814 | 0.00% | 31q | HELD |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $149.3K | 3,662 | 0.00% | 30q | HELD |
| BARCLAYS PLC | $148.4K | 3,640 | 0.00% | 31q | -20.2%-$37.6K |
| BFSG, LLC | $146.7K | 3,600 | 0.01% | 11q | -20.5%-$37.9K |
| Police & Firemen's Retirement System of New Jersey | $142.7K | 3,500 | 0.00% | 7q | HELD |
| OSAIC HOLDINGS, INC. | $112.7K | 2,763 | 0.00% | 6q | +3584.0%+$109.6K |
| Ameritas Advisory Services, LLC | $94.0K | 2,307 | 0.00% | new | NEW |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $81.8K | 2,006 | 0.00% | 12q | -29.1%-$33.5K |
| CANADA LIFE ASSURANCE Co | $55.0K | 1,349 | 0.00% | 23q | -7.0%-$4.1K |
| Arax Advisory Partners | $52.1K | 1,278 | 0.00% | 4q | +2030.0%+$49.6K |
| WHITTIER TRUST CO | $47.4K | 1,159 | 0.00% | 31q | HELD |
| Legal & General Group Plc | $45.5K | 1,116 | 0.00% | 31q | HELD |
| Ameritas Investment Partners, Inc. | $41.5K | 1,018 | 0.00% | 31q | HELD |
| Tower Research Capital LLC (TRC) | $37.0K | 908 | 0.00% | 9q | -58.9%-$53.0K |
| ROYAL BANK OF CANADA | $30.0K | 751 | 0.00% | 27q | +152.0%+$18.1K |
| Pinnacle Wealth Planning Services, Inc. | $26.6K | 652 | 0.00% | 3q | HELD |
| State of Alaska, Department of Revenue | $22.0K | 546 | 0.00% | 4q | HELD |
| Rockefeller Capital Management L.P. | $20.5K | 502 | 0.00% | 4q | HELD |
| IFP Advisors, Inc | $12.3K | 301 | 0.00% | 7q | -1.6% |
| GAMMA Investing LLC | $9.9K | 243 | 0.00% | 8q | HELD |
| Sterling Capital Management LLC | $9.9K | 242 | 0.00% | 8q | -39.5%-$6.4K |
Showing the largest 100 of 125 reported holders.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-29 | Boyle Hugh F | EVP/Chief Credit Officer | Sold | 10,000 | $382.1K |
| 2026-05-22 | Treece Christopher G | EVP/Chief Financial Officer | Sold | 10,000 | $381.8K |
| 2026-10-29 | Scearcy Lynda | Director | Sold | 5,850 | $247.7K |
| 2026-10-29 | McPhaill Kevin J | President/CEO | Sold | 4,000 | $171.4K |
| 2026-05-08 | Christenson Vonn R | Director | Sold | 3,947 | $150.2K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 22 | $1.7M | 42,517 | 2 | 3 | 4 | 0.0% |
| Q2 2026 | 125 | $316.7M | 7,772,081 | 15 | 35 | 41 | 0.0% |
| Q1 2026 | 116 | $257.0M | 7,577,946 | 10 | 28 | 45 | 0.0% |
| Q4 2025 | 113 | $245.6M | 7,515,864 | 13 | 31 | 41 | 0.0% |
| Q3 2025 | 108 | $219.7M | 7,600,261 | 10 | 28 | 35 | 0.0% |
| Q2 2025 | 105 | $229.9M | 7,740,773 | 8 | 40 | 27 | 0.0% |
| Q1 2025 | 113 | $215.2M | 7,722,185 | 12 | 25 | 43 | 0.0% |
| Q4 2024 | 114 | $230.7M | 7,974,613 | 17 | 38 | 20 | 0.0% |
| Q3 2024 | 103 | $240.3M | 8,320,083 | 21 | 31 | 26 | 0.0% |
| Q2 2024 | 90 | $180.3M | 8,047,527 | 11 | 28 | 29 | 0.0% |
| Q1 2024 | 84 | $168.8M | 8,355,949 | 3 | 24 | 28 | 0.0% |
| Q4 2023 | 85 | $188.2M | 8,343,785 | 6 | 24 | 22 | 0.0% |
| Q3 2023 | 85 | $151.6M | 7,994,746 | 7 | 16 | 30 | 0.0% |
| Q2 2023 | 81 | $139.6M | 8,221,406 | 7 | 28 | 23 | 0.0% |
| Q1 2023 | 82 | $140.0M | 8,129,893 | 5 | 27 | 29 | 0.0% |
| Q4 2022 | 85 | $171.3M | 8,063,039 | 8 | 27 | 30 | 0.0% |
| Q3 2022 | 75 | $155.2M | 7,859,808 | 4 | 22 | 23 | 0.0% |
| Q2 2022 | 80 | $186.2M | 8,569,239 | 4 | 22 | 34 | 0.0% |
| Q1 2022 | 85 | $216.6M | 8,670,030 | 6 | 20 | 32 | 0.0% |
| Q4 2021 | 87 | $325.6M | 11,996,452 | 5 | 24 | 32 | 0.0% |
| Q3 2021 | 86 | $262.8M | 10,825,799 | 7 | 21 | 36 | 0.0% |
| Q2 2021 | 87 | $331.6M | 13,025,584 | 5 | 31 | 34 | 0.0% |
| Q1 2021 | 89 | $347.4M | 12,961,519 | 7 | 27 | 33 | 0.0% |
| Q4 2020 | 89 | $312.5M | 13,065,099 | 9 | 26 | 24 | 0.0% |
| Q3 2020 | 84 | $217.7M | 12,966,555 | 6 | 18 | 34 | 0.0% |
| Q2 2020 | 88 | $245.7M | 13,020,380 | 12 | 31 | 21 | 0.0% |
| Q1 2020 | 83 | $1.2B | 68,722,807 | 7 | 28 | 31 | 0.0% |
| Q4 2019 | 93 | $1.2B | 40,035,715 | 7 | 32 | 30 | 0.0% |
| Q3 2019 | 91 | $345.6M | 12,977,297 | 9 | 28 | 25 | 0.3% |
| Q2 2019 | 86 | $352.0M | 12,873,229 | 12 | 30 | 21 | 0.8% |
| Q1 2019 | 84 | $314.7M | 12,951,931 | 7 | 24 | 26 | 0.0% |
| Q4 2018 | 86 | $308.5M | 12,838,852 | 2 | 0 | 4 | 0.0% |