Sierra Bancorp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 02/12/2026 | 1.27 M | $41.50 M | -1.69% | 9.41% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 938.97 K | $30.69 M | -0.68% | 7.09% |
| VANGUARD GROUP INC | 01/29/2026 | 734.54 K | $24.00 M | 0.13% | 5.44% |
| PRIVATE MANAGEMENT GROUP INC | 02/12/2026 | 546.14 K | $17.85 M | -6.28% | 4.12% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 02/13/2026 | 379.31 K | $12.40 M | -0.95% | 2.81% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 286.54 K | $9.37 M | -2.42% | 2.12% |
| STATE STREET CORP | 02/13/2026 | 279.72 K | $9.14 M | -0.91% | 2.07% |
| JANUS HENDERSON GROUP PLC | 02/17/2026 | 259.04 K | $8.47 M | 100.00% | 1.92% |
| AMERICAN CENTURY COMPANIES INC | 02/13/2026 | 250.29 K | $8.18 M | 12.68% | 1.85% |
| FMR LLC | 02/17/2026 | 204.63 K | $6.69 M | 5.00% | 1.52% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 181.91 K | $5.94 M | -5.85% | 1.35% |
| CSM ADVISORS, LLC | 02/11/2026 | 165.18 K | $5.40 M | 0.17% | 1.22% |
| NORTHERN TRUST CORP | 02/17/2026 | 158.19 K | $5.17 M | -7.27% | 1.17% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/17/2026 | 132.99 K | $4.35 M | 5.08% | 0.99% |
| MORGAN STANLEY | 02/13/2026 | 128.02 K | $4.18 M | -1.37% | 0.95% |
| BANC FUNDS CO LLC | 02/12/2026 | 121.42 K | $3.97 M | 0.00% | 0.92% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 02/17/2026 | 111.41 K | $3.64 M | 0.00% | 0.83% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 104.20 K | $3.41 M | -6.39% | 0.77% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 99.77 K | $3.26 M | -5.16% | 0.75% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/13/2026 | 82.74 K | $2.70 M | 30.57% | 0.61% |
| LSV ASSET MANAGEMENT | 02/06/2026 | 80.40 K | $2.63 M | -10.67% | 0.60% |
| EMPOWERED FUNDS, LLC | 02/18/2026 | 79.99 K | $2.61 M | 8.74% | 0.59% |
| FISHER ASSET MANAGEMENT, LLC | 02/09/2026 | 48.50 K | $1.59 M | 0.00% | 0.37% |
| PANAGORA ASSET MANAGEMENT INC | 02/13/2026 | 48.19 K | $1.57 M | 1.15% | 0.36% |
| MARTINGALE ASSET MANAGEMENT L P | 02/13/2026 | 41.38 K | $1.35 M | -11.31% | 0.31% |
| FEDERATED HERMES, INC. | 02/12/2026 | 35.74 K | $1.17 M | 175.76% | 0.27% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 02/10/2026 | 35.22 K | $1.15 M | -1.03% | 0.27% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 35.73 K | $1.17 M | -4.50% | 0.26% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 33.03 K | $1.08 M | -6.36% | 0.24% |
| JPMORGAN CHASE & CO | 02/11/2026 | 32.15 K | $1.05 M | -22.76% | 0.24% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 25.75 K | $841.41 K | -11.95% | 0.19% |
| STATE OF WISCONSIN INVESTMENT BOARD | 02/17/2026 | 24.70 K | $807.20 K | -1.98% | 0.18% |
| INVESCO LTD. | 02/19/2026 | 24.08 K | $786.77 K | 14.55% | 0.18% |
| JANE STREET GROUP, LLC | 02/12/2026 | 23.77 K | $776.67 K | -39.01% | 0.18% |
| NUVEEN, LLC | 02/12/2026 | 23.19 K | $757.75 K | -9.13% | 0.17% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 22.46 K | $733.99 K | -89.89% | 0.17% |
| BARCLAYS PLC | 02/13/2026 | 21.88 K | $715.04 K | -2.71% | 0.16% |
| MARINER, LLC | 02/13/2026 | 21.68 K | $708.69 K | 54.79% | 0.16% |
| MUTUAL ADVISORS, LLC | 02/02/2026 | 20.95 K | $684.68 K | -16.03% | 0.16% |
| MARSHALL WACE, LLP | 02/13/2026 | 20.32 K | $663.99 K | 78.93% | 0.15% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 02/17/2026 | 19.99 K | $653.11 K | 21.59% | 0.15% |
| QUANTINNO CAPITAL MANAGEMENT LP | 02/17/2026 | 19.97 K | $652.52 K | 6.18% | 0.15% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 17.29 K | $565.17 K | -73.13% | 0.13% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 02/13/2026 | 16.55 K | $540.82 K | -7.40% | 0.12% |
| RHUMBLINE ADVISERS | 02/13/2026 | 16.22 K | $529.93 K | -15.94% | 0.12% |
| ALLIANCEBERNSTEIN L.P. | 02/17/2026 | 16.12 K | $526.67 K | 0.37% | 0.12% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 14.43 K | $471.64 K | 38.77% | 0.11% |
| VOYA INVESTMENT MANAGEMENT LLC | 02/12/2026 | 13.55 K | $442.78 K | 1.54% | 0.10% |
| PASADENA PRIVATE WEALTH, LLC | 02/10/2026 | 13.40 K | $437.91 K | 1.52% | 0.10% |
| TREXQUANT INVESTMENT LP | 02/17/2026 | 13.31 K | $434.94 K | 83.50% | 0.10% |
Sierra Bancorp institutional Ownership - FAQ's
During the previous two years, 152 institutional investors and hedge funds held shares of Sierra Bancorp. The most heavily invested institutionals were:
Bank of New York Mellon Corp: 93,399
Fisher Asset Management, LLC: 50,262
Nuveen, LLC: 23,277
Mutual Advisors, LLC: 20,951
Pasadena Private Wealth, LLC: 13,200
MKT Advisors LLC: 12,320
55.69% of Sierra Bancorp stock is owned by institutional investors.
Institutional investors have bought a total of 11.07 M shares in the last 24 months. This purchase volume represents approximately $370.92 M in transactions.