Sierra Bancorp (BSRR) Ownership
BSRR ownership summary
as of October 18, 2026- Institutions
- 62.5% of shares outstanding
- Insiders
- 10.93% of shares outstanding
- Shares outstanding
- 13.0M
- Float
- 11.4M shares available to trade
- Short interest
- 3.49% 403K shares short
- Days to cover
- 8.62 short interest down 7.3% vs prior month
- Institutions 62.47%
- Insiders 10.93%
- Other investors 26.60%
BSRR top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | BlackRock Inc | 10.08% | 1.3M | $51.7M | +61,492 (+4.9%) | June 30, 2026 |
| 2 | Dimensional Fund Advisors, Inc. | 7.11% | 922K | $36.5M | −7,597 (−0.8%) | June 30, 2026 |
| 3 | Vanguard Capital Management, LLC | 4.07% | 527K | $20.9M | −13,422 (−2.5%) | June 30, 2026 |
| 4 | Jupiter Topco LLC | 3.38% | 438K | $17.4M | +438,288 (0.0%) | June 30, 2026 |
| 5 | Private Management Group Inc | 3.35% | 434K | $17.2M | −90,149 (−17.2%) | June 30, 2026 |
| 6 | American Century Companies Inc | 2.87% | 373K | $14.8M | +70,811 (+23.5%) | June 30, 2026 |
| 7 | Manufacturers Life Insurance Co | 2.76% | 358K | $14.2M | −2,340 (−0.7%) | June 30, 2026 |
| 8 | HHG PLC | 2.65% | 344K | $13.6M | +85,098 (+32.9%) | March 31, 2026 |
| 9 | Geode Capital Management, LLC | 2.43% | 315K | $12.5M | +30,024 (+10.5%) | June 30, 2026 |
| 10 | State Street Corp | 2.13% | 277K | $11.0M | +9,632 (+3.6%) | June 30, 2026 |
| 11 | FMR Inc | 1.64% | 212K | $8.4M | −3,476 (−1.6%) | June 30, 2026 |
| 12 | Renaissance Technologies Corp | 1.43% | 186K | $7.4M | +4,965 (+2.7%) | June 30, 2026 |
| 13 | Basswood Capital Management LLC | 1.42% | 184K | $7.3M | +44,413 (+31.8%) | June 30, 2026 |
| 14 | Northern Trust Corp | 1.36% | 176K | $7.0M | +15,068 (+9.4%) | June 30, 2026 |
| 15 | CSM Advisors, LLC | 1.26% | 164K | $6.5M | −180 (−0.1%) | June 30, 2026 |
| 16 | Bridgeway Capital Management, LLC | 1.04% | 135K | $5.3M | +5,869 (+4.5%) | June 30, 2026 |
| 17 | Morgan Stanley - Brokerage Accounts | 0.95% | 123K | $4.9M | −7,509 (−5.7%) | June 30, 2026 |
| 18 | Vanguard Portfolio Management, LLC | 0.77% | 100K | $3.9M | +30,076 (+43.3%) | June 30, 2026 |
| 19 | Banc Funds Co LLC | 0.77% | 99K | $3.9M | −14,000 (−12.4%) | June 30, 2026 |
| 20 | Arrowstreet Capital Limited Partnership | 0.76% | 98K | $3.9M | −541 (−0.5%) | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 11 holders added 796K shares and 9 cut 139K.
BSRR top mutual fund and ETF holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Janus Henderson Small Cap Value L | 3.38% | 438K | $17.4M | — | August 31, 2026 |
| 2 | Vanguard MStar Total Stk Mkt Idx Invest | 2.92% | 379K | $15.0M | — | August 31, 2026 |
| 3 | Avantis US Small Cap Value ETF | 2.78% | 360K | $14.3M | +408 (+0.1%) | September 30, 2026 |
| 4 | iShares Russell 2000 ETF | 2.57% | 334K | $13.2M | −3,840 (−1.1%) | September 30, 2026 |
| 5 | DFA US Small Cap Value I | 2.15% | 278K | $11.0M | — | August 31, 2026 |
| 6 | JHancock Regional Bank A | 1.36% | 177K | $7.0M | — | August 31, 2026 |
| 7 | JH Financial Opportunities | 1.20% | 156K | $6.2M | — | August 31, 2026 |
| 8 | Fidelity Small Cap Index | 1.01% | 131K | $5.2M | +1,195 (+0.9%) | July 31, 2026 |
| 9 | Fidelity Select Banking | 0.99% | 128K | $5.1M | −9,200 (−6.7%) | August 31, 2026 |
| 10 | iShares Russell 2000 Value ETF | 0.95% | 123K | $4.9M | +188 (+0.2%) | September 30, 2026 |
| 11 | DFA US Targeted Value I | 0.77% | 99K | $3.9M | — | August 31, 2026 |
| 12 | Fidelity Enhanced Small Cap Core ETF | 0.70% | 90K | $3.6M | +189 (+0.2%) | September 30, 2026 |
| 13 | Dimensional US Targeted Value ETF | 0.69% | 90K | $3.5M | — | September 30, 2026 |
| 14 | EA Bridgeway Omni Small-Cap Value ETF | 0.66% | 86K | $3.4M | — | September 30, 2026 |
| 15 | BlackRock Advantage Small Cap Core Instl | 0.60% | 77K | $3.1M | — | August 31, 2026 |
| 16 | DFA US Micro Cap I | 0.54% | 70K | $2.8M | — | August 31, 2026 |
| 17 | Vanguard Russell 2000 ETF | 0.54% | 70K | $2.8M | +623 (+0.9%) | September 30, 2026 |
| 18 | Dimensional US Small Cap Value ETF | 0.51% | 66K | $2.6M | — | September 24, 2026 |
| 19 | DFA US Small Cap I | 0.47% | 60K | $2.4M | — | August 31, 2026 |
| 20 | Fidelity Extended Market Index | 0.43% | 56K | $2.2M | −3,258 (−5.5%) | August 31, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
BSRR insider transactions
latest 12| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2026-02-13 | Julie G Castle | Sell | $37.52 | 250 | $9,380 |
| 2026-02-05 | James C Holly | Sell | $37.93 | 5,000 | $189,650 |
| 2026-02-05 | Julie G Castle | Sell | $37.93 | 750 | $28,448 |
| 2026-01-15 | Lynda Scearcy | Sell | $35.00 | 5,000 | $175,000 |
| 2025-12-10 | Susan M Abundis | Sell | $33.50 | 600 | $20,100 |
| 2025-12-09 | Lynda Scearcy | Sell | $32.68 | 100 | $3,268 |
| 2025-12-03 | Cindy L Dabney | Sell | $32.00 | 3,443 | $110,176 |
| 2025-11-10 | Lynda Scearcy | Sell | $30.00 | 1,000 | $30,000 |
| 2025-08-08 | Michael Olague | Sell | $28.41 | 9,193 | $261,173 |
| 2025-07-31 | Julie G Castle | Sell | $29.25 | 976 | $28,548 |
| 2025-07-01 | Lynda Scearcy | Sell | $30.02 | 4,297 | $128,996 |
| 2025-06-30 | Lynda Scearcy | Sell | $30.01 | 3,703 | $111,127 |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
BSRR shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns BSRR
Institutional investors own 62.5% of Sierra Bancorp's shares and insiders 10.93%. The largest holder is BlackRock Inc with 10.08% of the shares (1.3M), as of June 30, 2026. Among the top 20 institutions, 11 added shares and 9 reduced their stake in the latest filings. Short interest is 3.49% of the float, or 8.62 days of average trading volume. The share count fell 3.9% since 2014.
Related: BSRR analyst forecast, BSRR key metrics, BSRR dividend history. See the BSRR stock overview for the latest quote and news.
BSRR ownership FAQ
Who owns the most Sierra Bancorp stock?
The largest shareholders of Sierra Bancorp are BlackRock Inc (10.08%), Dimensional Fund Advisors, Inc. (7.11%), Vanguard Capital Management, LLC (4.07%), Jupiter Topco LLC (3.38%), Private Management Group Inc (3.35%).
What percentage of Sierra Bancorp is owned by institutions?
Institutions hold 62.5% of Sierra Bancorp's shares outstanding; insiders hold 10.93%.
Which funds own Sierra Bancorp?
The largest fund holders of Sierra Bancorp are Janus Henderson Small Cap Value L (3.38%), Vanguard MStar Total Stk Mkt Idx Invest (2.92%), Avantis US Small Cap Value ETF (2.78%), iShares Russell 2000 ETF (2.57%), DFA US Small Cap Value I (2.15%).
What is Sierra Bancorp's short interest?
403K shares of Sierra Bancorp were sold short, 3.49% of the float; at the average daily volume it would take 8.62 days to cover.
Are insiders buying or selling Sierra Bancorp?
Of the latest 12 reported insider transactions in Sierra Bancorp (since June 30, 2025), 0 were purchases and 12 were sales.
How many shares of Sierra Bancorp are outstanding?
Sierra Bancorp has 13.0M shares outstanding, of which 11.4M are in the public float.