Sierra Bancorp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 11/12/2025 | 1.29 M | $37.34 M | -3.68% | 9.43% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 945.40 K | $27.33 M | -0.65% | 6.90% |
| VANGUARD GROUP INC | 11/07/2025 | 733.57 K | $21.21 M | 3.23% | 5.36% |
| PRIVATE MANAGEMENT GROUP INC | 11/13/2025 | 582.71 K | $16.85 M | -0.63% | 4.26% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11/14/2025 | 382.95 K | $11.07 M | -1.17% | 2.80% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 293.65 K | $8.49 M | -1.59% | 2.14% |
| STATE STREET CORP | 11/14/2025 | 282.29 K | $8.16 M | 0.38% | 2.06% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2025 | 222.12 K | $6.42 M | 22.10% | 1.62% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 222.07 K | $6.42 M | -6.93% | 1.62% |
| FMR LLC | 11/13/2025 | 194.88 K | $5.63 M | 2.21% | 1.42% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 193.21 K | $5.59 M | -1.48% | 1.41% |
| NORTHERN TRUST CORP | 11/14/2025 | 170.58 K | $4.93 M | -3.97% | 1.25% |
| CSM ADVISORS, LLC | 11/14/2025 | 164.91 K | $4.77 M | -3.15% | 1.20% |
| MORGAN STANLEY | 11/14/2025 | 129.80 K | $3.75 M | -7.85% | 0.95% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2025 | 126.56 K | $3.66 M | -2.44% | 0.92% |
| BANC FUNDS CO LLC | 11/14/2025 | 121.42 K | $3.51 M | 0.00% | 0.89% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 11/14/2025 | 111.41 K | $3.22 M | -8.39% | 0.81% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 111.31 K | $3.22 M | 6.94% | 0.81% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 105.20 K | $3.04 M | -2.13% | 0.77% |
| LSV ASSET MANAGEMENT | 11/06/2025 | 90.00 K | $2.60 M | -7.22% | 0.66% |
| EMPOWERED FUNDS, LLC | 11/13/2025 | 73.56 K | $2.13 M | -4.12% | 0.54% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 64.35 K | $1.86 M | -0.02% | 0.47% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/13/2025 | 63.37 K | $1.83 M | 5.16% | 0.46% |
| FISHER ASSET MANAGEMENT, LLC | 11/12/2025 | 48.50 K | $1.40 M | 19.47% | 0.35% |
| PANAGORA ASSET MANAGEMENT INC | 11/13/2025 | 47.64 K | $1.38 M | -0.86% | 0.35% |
| MARTINGALE ASSET MANAGEMENT L P | 11/13/2025 | 46.66 K | $1.35 M | -0.18% | 0.34% |
| JPMORGAN CHASE & CO | 11/26/2025 | 41.62 K | $1.20 M | 8.12% | 0.30% |
| JANE STREET GROUP, LLC | 11/14/2025 | 38.97 K | $1.13 M | 57.10% | 0.28% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 37.41 K | $1.08 M | 0.04% | 0.27% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 11/13/2025 | 35.58 K | $1.03 M | -6.49% | 0.26% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2025 | 35.27 K | $1.02 M | 28.82% | 0.26% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 29.24 K | $845.33 K | 30.79% | 0.21% |
| NUVEEN, LLC | 11/12/2025 | 25.52 K | $737.73 K | 0.00% | 0.19% |
| STATE OF WISCONSIN INVESTMENT BOARD | 11/14/2025 | 25.20 K | $728.53 K | -5.97% | 0.18% |
| MUTUAL ADVISORS, LLC | 11/04/2025 | 24.95 K | $663.45 K | -3.85% | 0.18% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 10/20/2025 | 23.47 K | $678.63 K | -16.87% | 0.17% |
| BARCLAYS PLC | 11/12/2025 | 22.49 K | $650.16 K | -1.01% | 0.16% |
| INVESCO LTD. | 11/13/2025 | 21.02 K | $607.60 K | 113.33% | 0.15% |
| RHUMBLINE ADVISERS | 11/06/2025 | 19.29 K | $557.73 K | -2.86% | 0.14% |
| QUANTINNO CAPITAL MANAGEMENT LP | 11/14/2025 | 18.81 K | $543.65 K | 65.55% | 0.14% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 11/17/2025 | 17.87 K | $516.65 K | 2.76% | 0.13% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 17.77 K | $513.73 K | -39.60% | 0.13% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2025 | 16.44 K | $475.19 K | 100.00% | 0.12% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2025 | 16.06 K | $464.18 K | 0.00% | 0.12% |
| TWO SIGMA ADVISERS, LP | 11/14/2025 | 15.60 K | $451.00 K | 9.09% | 0.11% |
| MARINER, LLC | 11/14/2025 | 14.01 K | $405.00 K | 0.00% | 0.10% |
| VOYA INVESTMENT MANAGEMENT LLC | 10/09/2025 | 13.34 K | $385.75 K | -14.29% | 0.10% |
| PASADENA PRIVATE WEALTH, LLC | 10/24/2025 | 13.20 K | $381.61 K | 0.00% | 0.10% |
| FEDERATED HERMES, INC. | 11/03/2025 | 12.96 K | $374.67 K | 1.04% | 0.09% |
| LAZARD ASSET MANAGEMENT LLC | 11/14/2025 | 12.53 K | $362.21 K | -1.94% | 0.09% |
Sierra Bancorp institutional Ownership - FAQ's
During the previous two years, 147 institutional investors and hedge funds held shares of Sierra Bancorp. The most heavily invested institutionals were:
BlackRock, Inc.: 1.29 M
DIMENSIONAL FUND ADVISORS LP: 945,404
VANGUARD GROUP INC: 733,567
PRIVATE MANAGEMENT GROUP INC: 582,706
MANUFACTURERS LIFE INSURANCE COMPANY, THE: 382,947
GEODE CAPITAL MANAGEMENT, LLC: 293,645
55.20% of Sierra Bancorp stock is owned by institutional investors.
Institutional investors have bought a total of 10.98 M shares in the last 24 months. This purchase volume represents approximately $355.37 M in transactions.