Sierra Bancorp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 1.24 M | $42.23 M | -1.96% | 9.39% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 929.23 K | $31.52 M | -1.04% | 7.01% |
| 05/15/2026 | 540.45 K | $18.33 M | 100.00% | 4.08% | |
| PRIVATE MANAGEMENT GROUP INC | 05/08/2026 | 524.22 K | $17.78 M | -4.01% | 3.96% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 05/15/2026 | 359.95 K | $12.21 M | -5.10% | 2.72% |
| JANUS HENDERSON GROUP PLC | 05/18/2026 | 344.13 K | $11.67 M | 32.85% | 2.60% |
| AMERICAN CENTURY COMPANIES INC | 05/15/2026 | 301.87 K | $10.24 M | 20.61% | 2.28% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 285.34 K | $9.68 M | -0.42% | 2.15% |
| STATE STREET CORP | 05/15/2026 | 266.96 K | $9.06 M | -4.56% | 2.01% |
| FMR LLC | 05/15/2026 | 215.50 K | $7.31 M | 5.31% | 1.63% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 180.85 K | $6.13 M | -0.59% | 1.36% |
| CSM ADVISORS, LLC | 05/15/2026 | 164.17 K | $5.57 M | -0.61% | 1.24% |
| NORTHERN TRUST CORP | 05/14/2026 | 160.74 K | $5.45 M | 1.61% | 1.21% |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 05/15/2026 | 139.68 K | $4.74 M | 100.00% | 1.05% |
| MORGAN STANLEY | 05/15/2026 | 130.60 K | $4.43 M | 2.02% | 0.99% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2026 | 129.23 K | $4.38 M | -2.83% | 0.98% |
| BANC FUNDS CO LLC | 05/14/2026 | 113.26 K | $3.84 M | -6.73% | 0.85% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 05/15/2026 | 107.36 K | $3.64 M | -3.64% | 0.81% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 05/14/2026 | 98.62 K | $3.35 M | 19.19% | 0.74% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 93.40 K | $3.17 M | -6.38% | 0.70% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 85.00 K | $2.88 M | -18.42% | 0.64% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 77.04 K | $2.61 M | 100.00% | 0.58% |
| EMPOWERED FUNDS, LLC | 06/16/2026 | 76.23 K | $2.59 M | -4.70% | 0.58% |
| LSV ASSET MANAGEMENT | 05/11/2026 | 70.10 K | $2.38 M | -12.81% | 0.53% |
| 05/08/2026 | 69.50 K | $2.36 M | 100.00% | 0.52% | |
| FISHER ASSET MANAGEMENT, LLC | 05/05/2026 | 50.26 K | $1.70 M | 3.63% | 0.38% |
| PANAGORA ASSET MANAGEMENT INC | 05/14/2026 | 48.02 K | $1.63 M | -0.35% | 0.36% |
| FEDERATED HERMES, INC. | 05/11/2026 | 42.93 K | $1.46 M | 20.11% | 0.32% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 05/11/2026 | 35.50 K | $1.20 M | 0.79% | 0.27% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 35.23 K | $1.20 M | 230.25% | 0.27% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 33.23 K | $1.13 M | 0.61% | 0.25% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 32.09 K | $1.09 M | -10.19% | 0.24% |
| TREXQUANT INVESTMENT LP | 05/15/2026 | 28.98 K | $982.90 K | 117.72% | 0.22% |
| JPMORGAN CHASE & CO | 05/13/2026 | 27.84 K | $936.95 K | -13.40% | 0.21% |
| JANE STREET GROUP, LLC | 05/12/2026 | 26.10 K | $885.45 K | 9.84% | 0.20% |
| QUANTINNO CAPITAL MANAGEMENT LP | 05/15/2026 | 24.83 K | $842.06 K | 24.33% | 0.19% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 24.62 K | $835.04 K | -4.39% | 0.19% |
| INVESCO LTD. | 05/12/2026 | 24.21 K | $821.34 K | 0.58% | 0.18% |
| NUVEEN, LLC | 04/30/2026 | 23.28 K | $789.56 K | 0.39% | 0.18% |
| STATE OF WISCONSIN INVESTMENT BOARD | 05/15/2026 | 22.25 K | $754.69 K | -9.92% | 0.17% |
| FRANKLIN RESOURCES INC | 05/13/2026 | 22.15 K | $751.19 K | 116.27% | 0.17% |
| MUTUAL ADVISORS, LLC | 05/04/2026 | 20.95 K | $710.66 K | 0.00% | 0.16% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 20.77 K | $704.55 K | -7.52% | 0.16% |
| MARINER, LLC | 05/13/2026 | 18.57 K | $629.83 K | -14.37% | 0.14% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 05/15/2026 | 18.42 K | $624.77 K | 11.30% | 0.14% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 15.74 K | $534.04 K | -8.96% | 0.12% |
| RHUMBLINE ADVISERS | 05/12/2026 | 15.68 K | $531.89 K | -3.30% | 0.12% |
| ALLIANCEBERNSTEIN L.P. | 05/15/2026 | 15.00 K | $490.07 K | -6.95% | 0.11% |
| MARTINGALE ASSET MANAGEMENT L P | 05/13/2026 | 14.86 K | $503.88 K | -64.10% | 0.11% |
| VOYA INVESTMENT MANAGEMENT LLC | 05/12/2026 | 13.36 K | $453.00 K | -1.43% | 0.10% |
Sierra Bancorp institutional Ownership - FAQ's
During the previous two years, 156 institutional investors and hedge funds held shares of Sierra Bancorp. The most heavily invested institutionals were:
BlackRock, Inc.: 1.24 M
DIMENSIONAL FUND ADVISORS LP: 929,226
PRIVATE MANAGEMENT GROUP INC: 524,224
MANUFACTURERS LIFE INSURANCE COMPANY, THE: 359,946
JANUS HENDERSON GROUP PLC: 344,133
AMERICAN CENTURY COMPANIES INC: 301,865
57.19% of Sierra Bancorp stock is owned by institutional investors.
Institutional investors have bought a total of 11.14 M shares in the last 24 months. This purchase volume represents approximately $373.30 M in transactions.