Recent Quarter Total Invested
$179.25 M
Recent Quarter Institutional Ownership Percentage
55.15%
Total Invested of Last Quarter
$160.77 M
Ownership Percentage of Last Quarter
54.87%
Sierra Bancorp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK INC. | 08/13/2024 | 1.36 M | $30.44 M | 0.58% | 9.38% |
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 985,415 | $22.05 M | -1.04% | 6.79% |
| VANGUARD GROUP INC | 08/13/2024 | 715,529 | $16.01 M | 5.22% | 4.93% |
| PRIVATE MANAGEMENT GROUP INC | 08/06/2024 | 657,147 | $14.71 M | 1.16% | 4.53% |
| BANC FUNDS CO LLC | 08/14/2024 | 430,428 | $9.63 M | -1.45% | 2.97% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 08/14/2024 | 409,864 | $9.17 M | -0.48% | 2.83% |
| AMERIPRISE FINANCIAL INC | 08/14/2024 | 355,919 | $7.97 M | 2.10% | 2.45% |
| STATE STREET CORP | 08/14/2024 | 310,162 | $6.94 M | -1.26% | 2.14% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 298,468 | $6.68 M | 2.71% | 2.06% |
| NORTHERN TRUST CORP | 08/14/2024 | 216,901 | $4.85 M | -1.99% | 1.50% |
| RENAISSANCE TECHNOLOGIES LLC | 08/09/2024 | 208,512 | $4.67 M | -2.02% | 1.44% |
| FMR LLC | 08/13/2024 | 173,015 | $3.87 M | 14.28% | 1.19% |
| FOUNDRY PARTNERS, LLC | 08/05/2024 | 148,490 | $3.32 M | -1.28% | 1.02% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 08/14/2024 | 141,142 | $3.16 M | 0.73% | 0.97% |
| LSV ASSET MANAGEMENT | 08/06/2024 | 126,900 | $2.84 M | 0.00% | 0.87% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2024 | 124,242 | $2.78 M | 4.23% | 0.86% |
| BANK OF NEW YORK MELLON CORP | 07/25/2024 | 119,520 | $2.67 M | 3.04% | 0.82% |
| MORGAN STANLEY | 08/14/2024 | 117,829 | $2.64 M | -8.55% | 0.81% |
| AMERICAN CENTURY COMPANIES INC | 08/07/2024 | 113,481 | $2.54 M | 0.01% | 0.78% |
| GOLDMAN SACHS GROUP INC | 08/13/2024 | 98,568 | $2.21 M | 18.17% | 0.68% |
| EMPOWERED FUNDS, LLC | 07/30/2024 | 71,242 | $1.59 M | 7.61% | 0.49% |
| ASSENAGON ASSET MANAGEMENT S.A. | 07/18/2024 | 59,665 | $1.34 M | -23.16% | 0.41% |
| JPMORGAN CHASE & CO | 08/12/2024 | 46,833 | $1.05 M | -34.85% | 0.32% |
| FIRST TRUST ADVISORS LP | 08/13/2024 | 41,358 | $925,592 | 10.94% | 0.29% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 08/05/2024 | 37,980 | $849,992 | -11.84% | 0.26% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/14/2024 | 37,465 | $838,000 | 39.75% | 0.26% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/12/2024 | 37,038 | $828,910 | 4.22% | 0.26% |
| NUVEEN ASSET MANAGEMENT, LLC | 08/09/2024 | 34,437 | $770,700 | 4.49% | 0.24% |
| KENNEDY CAPITAL MANAGEMENT LLC | 08/14/2024 | 32,484 | $726,992 | 100.00% | 0.22% |
| MUTUAL ADVISORS, LLC | 07/30/2024 | 30,951 | $885,818 | -22.71% | 0.21% |
| MARTINGALE ASSET MANAGEMENT L P | 08/12/2024 | 29,753 | $665,873 | 2.06% | 0.21% |
| STATE OF WISCONSIN INVESTMENT BOARD | 08/14/2024 | 26,800 | $599,784 | -0.74% | 0.18% |
| INVESCO LTD. | 08/13/2024 | 24,684 | $552,428 | 4.79% | 0.17% |
| TWO SIGMA ADVISERS, LP | 08/14/2024 | 22,200 | $496,836 | -5.13% | 0.15% |
| BNP PARIBAS ARBITRAGE, SNC | 08/13/2024 | 21,082 | $471,815 | 214.75% | 0.15% |
| RHUMBLINE ADVISERS | 08/01/2024 | 20,945 | $468,741 | -0.71% | 0.14% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 08/14/2024 | 18,406 | $411,926 | -24.56% | 0.13% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2024 | 16,148 | $361,392 | -30.07% | 0.11% |
| JANE STREET GROUP, LLC | 08/15/2024 | 15,343 | $343,377 | 100.00% | 0.11% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 08/09/2024 | 14,164 | $316,990 | 100.00% | 0.10% |
| ALLIANCEBERNSTEIN L.P. | 08/14/2024 | 14,066 | $314,797 | 10.01% | 0.10% |
| MARINER, LLC | 08/13/2024 | 13,927 | $311,686 | -13.13% | 0.10% |
| PASADENA PRIVATE WEALTH, LLC | 07/19/2024 | 13,200 | $295,416 | 0.00% | 0.09% |
| MKT ADVISORS LLC | 07/12/2024 | 12,320 | $272,642 | 0.00% | 0.08% |
| ROYAL BANK OF CANADA | 08/14/2024 | 12,235 | $275,000 | 8.38% | 0.08% |
| PANAGORA ASSET MANAGEMENT INC | 07/29/2024 | 11,957 | $267,598 | 8.18% | 0.08% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 11,702 | $261,890 | -0.37% | 0.08% |
| GRADIENT INVESTMENTS LLC | 07/18/2024 | 11,560 | $258,713 | -30.19% | 0.08% |
| TREXQUANT INVESTMENT LP | 08/13/2024 | 11,361 | $254,259 | 100.00% | 0.08% |
| STRS OHIO | 08/05/2024 | 10,100 | $226,038 | 10.99% | 0.07% |
Sierra Bancorpinstitutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of BSRR shares?
During the previous two years, 124 institutional investors and hedge funds held shares of Sierra Bancorp. The most heavily invested institutionals were:
BlackRock Inc.: 1.36 M
DIMENSIONAL FUND ADVISORS LP: 985,415
VANGUARD GROUP INC: 715,529
PRIVATE MANAGEMENT GROUP INC: 657,147
BANC FUNDS CO LLC: 430,428
MANUFACTURERS LIFE INSURANCE COMPANY, THE: 409,864
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What percentage of Sierra Bancorp stock is owned by institutional investors?
55.15% 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 9.85 M shares in the last 24 months. This purchase volume represents approximately $270.88 M in transactions.