Sierra Bancorp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/07/2026 | 1.31 M | $53.25 M | 4.94% | 10.11% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 921.63 K | $37.57 M | -0.82% | 7.13% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 527.03 K | $21.48 M | -2.48% | 4.08% |
| JUPITER TOPCO LLC | 08/14/2026 | 438.29 K | $17.86 M | 100.00% | 3.39% |
| PRIVATE MANAGEMENT GROUP INC | 07/31/2026 | 434.08 K | $17.69 M | -17.20% | 3.36% |
| AMERICAN CENTURY COMPANIES INC | 08/12/2026 | 372.68 K | $15.19 M | 23.46% | 2.89% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 09/09/2026 | 357.61 K | $14.58 M | -0.65% | 2.75% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 315.37 K | $12.86 M | 10.52% | 2.44% |
| STATE STREET CORP | 08/07/2026 | 276.59 K | $11.27 M | 3.61% | 2.14% |
| FMR LLC | 08/13/2026 | 212.02 K | $8.64 M | -1.61% | 1.64% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 185.81 K | $7.57 M | 2.75% | 1.44% |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 08/14/2026 | 184.09 K | $7.50 M | 31.80% | 1.43% |
| NORTHERN TRUST CORP | 08/13/2026 | 175.80 K | $7.17 M | 9.37% | 1.36% |
| CSM ADVISORS, LLC | 08/14/2026 | 163.99 K | $6.69 M | -0.11% | 1.27% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2026 | 135.10 K | $5.51 M | 4.54% | 1.05% |
| MORGAN STANLEY | 08/13/2026 | 123.09 K | $5.02 M | -5.75% | 0.95% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 99.57 K | $4.06 M | 43.28% | 0.77% |
| BANC FUNDS CO LLC | 08/13/2026 | 99.26 K | $4.05 M | -12.36% | 0.77% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/13/2026 | 98.08 K | $4.00 M | -0.55% | 0.76% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 08/14/2026 | 93.96 K | $3.83 M | -12.48% | 0.73% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 92.75 K | $3.78 M | -0.70% | 0.72% |
| EMPOWERED FUNDS, LLC | 08/17/2026 | 82.10 K | $3.35 M | 7.70% | 0.64% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 77.87 K | $3.17 M | 1.08% | 0.60% |
| LSV ASSET MANAGEMENT | 08/06/2026 | 70.60 K | $2.88 M | 0.71% | 0.55% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 52.08 K | $2.12 M | -38.73% | 0.40% |
| FISHER ASSET MANAGEMENT, LLC | 08/04/2026 | 48.50 K | $1.98 M | -3.50% | 0.38% |
| FEDERATED HERMES, INC. | 08/12/2026 | 46.75 K | $1.91 M | 8.91% | 0.36% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 35.03 K | $1.43 M | 9.19% | 0.27% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 35.03 K | $1.43 M | 100.00% | 0.27% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 08/13/2026 | 34.84 K | $1.42 M | -1.85% | 0.27% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 33.06 K | $1.35 M | -0.53% | 0.26% |
| TREXQUANT INVESTMENT LP | 08/14/2026 | 32.32 K | $1.32 M | 11.53% | 0.25% |
| JPMORGAN CHASE & CO | 08/12/2026 | 26.40 K | $1.07 M | -5.20% | 0.20% |
| QUANTINNO CAPITAL MANAGEMENT LP | 08/13/2026 | 26.26 K | $1.07 M | 5.77% | 0.20% |
| PANAGORA ASSET MANAGEMENT INC | 08/06/2026 | 25.94 K | $1.06 M | -45.99% | 0.20% |
| INVESCO LTD. | 08/14/2026 | 24.71 K | $1.01 M | 2.03% | 0.19% |
| NUVEEN, LLC | 08/11/2026 | 23.28 K | $948.77 K | 0.00% | 0.18% |
| STATE OF WISCONSIN INVESTMENT BOARD | 08/14/2026 | 22.95 K | $935.40 K | 3.15% | 0.18% |
| D. E. SHAW & CO., INC. | 08/14/2026 | 21.62 K | $881.03 K | 197.89% | 0.17% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 20.77 K | $846.63 K | 0.00% | 0.16% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 19.10 K | $778.56 K | -22.41% | 0.15% |
| MUTUAL ADVISORS, LLC | 08/14/2026 | 18.95 K | $772.44 K | -9.55% | 0.15% |
| INSPIRE INVESTING, LLC | 08/12/2026 | 16.77 K | $683.67 K | 100.00% | 0.13% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 08/14/2026 | 16.33 K | $665.53 K | -11.35% | 0.13% |
| RHUMBLINE ADVISERS | 08/12/2026 | 15.28 K | $622.97 K | -2.53% | 0.12% |
| ALLIANCEBERNSTEIN L.P. | 08/14/2026 | 14.90 K | $505.27 K | -0.67% | 0.12% |
| FRANKLIN RESOURCES INC | 08/13/2026 | 14.49 K | $590.45 K | -34.59% | 0.11% |
| LAZARD ASSET MANAGEMENT LLC | 08/14/2026 | 14.29 K | $582.26 K | 35.51% | 0.11% |
| MARSHALL WACE, LLP | 08/13/2026 | 14.02 K | $571.50 K | 100.00% | 0.11% |
| VOYA INVESTMENT MANAGEMENT LLC | 08/12/2026 | 13.75 K | $560.29 K | 2.93% | 0.11% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
Sierra Bancorp institutional Ownership - FAQ's
During the previous two years, 169 institutional investors and hedge funds held shares of Sierra Bancorp. The most heavily invested institutionals were:
BlackRock, Inc.: 1.31 M
DIMENSIONAL FUND ADVISORS LP: 921,629
VANGUARD CAPITAL MANAGEMENT LLC: 527,029
Jupiter Topco LLC: 438,288
PRIVATE MANAGEMENT GROUP INC: 434,075
AMERICAN CENTURY COMPANIES INC: 372,676
60.48% of Sierra Bancorp stock is owned by institutional investors.
Institutional investors have bought a total of 12.34 M shares in the last 24 months. This purchase volume represents approximately $413.32 M in transactions.