Recent Quarter Total Invested
$238.35 M
Recent Quarter Institutional Ownership Percentage
58.18%
Total Invested of Last Quarter
$179.25 M
Ownership Percentage of Last Quarter
55.15%
Sierra Bancorp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 1.38 M | $39.71 M | 100.00% | 9.69% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 976,736 | $28.21 M | -0.88% | 6.88% |
| PRIVATE MANAGEMENT GROUP INC | 10/29/2024 | 641,329 | $18.52 M | -2.41% | 4.52% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11/13/2024 | 396,450 | $11.45 M | -3.27% | 2.79% |
| BANC FUNDS CO LLC | 11/14/2024 | 369,283 | $10.66 M | -14.21% | 2.60% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 352,913 | $10.19 M | -0.84% | 2.49% |
| STATE STREET CORP | 11/14/2024 | 321,257 | $9.28 M | 3.58% | 2.26% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 296,117 | $8.55 M | -0.79% | 2.09% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 204,612 | $5.91 M | -1.87% | 1.44% |
| FOUNDRY PARTNERS, LLC | 11/08/2024 | 176,985 | $5.11 M | 19.19% | 1.25% |
| MORGAN STANLEY | 11/14/2024 | 147,258 | $4.25 M | 24.98% | 1.04% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 11/14/2024 | 140,242 | $4.05 M | -0.64% | 0.99% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2024 | 127,994 | $3.70 M | 3.02% | 0.90% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2024 | 122,111 | $3.53 M | 7.60% | 0.86% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 116,892 | $3.38 M | 18.59% | 0.82% |
| LSV ASSET MANAGEMENT | 11/12/2024 | 115,800 | $3.34 M | -8.75% | 0.82% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 109,340 | $3.16 M | -8.52% | 0.77% |
| ZACKS INVESTMENT MANAGEMENT | 11/14/2024 | 97,590 | $2.82 M | 100.00% | 0.69% |
| EMPOWERED FUNDS, LLC | 11/06/2024 | 74,994 | $2.17 M | 5.27% | 0.53% |
| ASSENAGON ASSET MANAGEMENT S.A. | 10/23/2024 | 74,000 | $2.14 M | 24.03% | 0.52% |
| JPMORGAN CHASE & CO | 11/08/2024 | 65,858 | $1.90 M | 40.62% | 0.46% |
| FIRST TRUST ADVISORS LP | 11/13/2024 | 53,109 | $1.53 M | 28.41% | 0.37% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/14/2024 | 52,666 | $1.52 M | 40.57% | 0.37% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 11/04/2024 | 46,013 | $1.33 M | 21.15% | 0.32% |
| SEGALL BRYANT & HAMILL, LLC | 11/08/2024 | 39,697 | $1.15 M | 100.00% | 0.28% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 37,067 | $1.07 M | 0.08% | 0.26% |
| MARTINGALE ASSET MANAGEMENT L P | 11/14/2024 | 36,184 | $1.04 M | 21.61% | 0.26% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 34,437 | $994,541 | 0.00% | 0.24% |
| KENNEDY CAPITAL MANAGEMENT LLC | 11/14/2024 | 32,484 | $938,138 | 0.00% | 0.23% |
| MUTUAL ADVISORS, LLC | 10/25/2024 | 28,951 | $827,709 | -6.46% | 0.20% |
| EAM INVESTORS, LLC | 11/13/2024 | 28,385 | $819,759 | 100.00% | 0.20% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 11/08/2024 | 26,241 | $757,840 | 85.27% | 0.19% |
| STATE OF WISCONSIN INVESTMENT BOARD | 11/14/2024 | 26,100 | $753,768 | -2.61% | 0.18% |
| RHUMBLINE ADVISERS | 11/12/2024 | 20,079 | $579,873 | -4.13% | 0.14% |
| BARCLAYS PLC | 11/19/2024 | 16,896 | $488,000 | 301.71% | 0.12% |
| PANAGORA ASSET MANAGEMENT INC | 11/13/2024 | 16,315 | $471,177 | 36.45% | 0.12% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 11/14/2024 | 15,999 | $462,051 | -13.08% | 0.11% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2024 | 13,716 | $396,118 | -2.49% | 0.10% |
| MARINER, LLC | 11/13/2024 | 13,694 | $395,483 | -1.67% | 0.10% |
| PASADENA PRIVATE WEALTH, LLC | 11/08/2024 | 13,200 | $381,216 | 0.00% | 0.09% |
| MKT ADVISORS LLC | 10/07/2024 | 12,320 | $339,909 | 0.00% | 0.09% |
| ROYAL BANK OF CANADA | 11/14/2024 | 12,229 | $353,000 | -0.05% | 0.09% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 12,111 | $349,765 | 3.50% | 0.09% |
| TWO SIGMA ADVISERS, LP | 11/14/2024 | 11,500 | $332,120 | -48.20% | 0.08% |
| STRS OHIO | 11/01/2024 | 10,100 | $291,688 | 0.00% | 0.07% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 9,432 | $272,396 | 100.00% | 0.07% |
| TREXQUANT INVESTMENT LP | 11/12/2024 | 8,918 | $257,552 | -21.50% | 0.06% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2024 | 8,408 | $242,836 | 100.00% | 0.06% |
| LAZARD ASSET MANAGEMENT LLC | 11/14/2024 | 7,806 | $225,000 | 151.56% | 0.06% |
| CAMPBELL & CO INVESTMENT ADVISER LLC | 11/12/2024 | 7,755 | $223,964 | 100.00% | 0.05% |
Sierra Bancorpinstitutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of BSRR shares?
During the previous two years, 131 institutional investors and hedge funds held shares of Sierra Bancorp. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 1.38 M
DIMENSIONAL FUND ADVISORS LP: 976,736
PRIVATE MANAGEMENT GROUP INC: 641,329
MANUFACTURERS LIFE INSURANCE COMPANY, THE: 396,450
BANC FUNDS CO LLC: 369,283
AMERIPRISE FINANCIAL INC: 352,913
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What percentage of Sierra Bancorp stock is owned by institutional investors?
58.18% of Sierra Bancorp stock is owned by institutional investors.
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How much institutional buying is happening at BSRR ?
Institutional investors have bought a total of 10.27 M shares in the last 24 months. This purchase volume represents approximately $331.86 M in transactions.