Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in BSRR held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 1.2M | $42.2M | -2.0% | 9.508% | 0.00% |
| 2 | DIMENSIONAL FUND ADVISORS LP | 929K | $31.5M | -1.0% | 7.097% | 0.01% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 540K | $18.3M | — | 4.128% | 0.00% |
| 4 | PRIVATE MANAGEMENT GROUP INC | 524K | $17.8M | -4.0% | 4.004% | 0.51% |
| 5 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 360K | $12.2M | -5.1% | 2.749% | 0.01% |
| 6 | JANUS HENDERSON GROUP PLC | 344K | $11.7M | +32.9% | 2.628% | 0.01% |
| 7 | AMERICAN CENTURY COMPANIES INC | 302K | $10.2M | +20.6% | 2.305% | 0.01% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 285K | $9.7M | -0.4% | 2.179% | 0.00% |
| 9 | STATE STREET CORP | 267K | $9.1M | -4.6% | 2.039% | 0.00% |
| 10 | FMR LLC | 215K | $7.3M | +5.3% | 1.646% | 0.00% |
| 11 | RENAISSANCE TECHNOLOGIES LLC | 181K | $6.1M | -0.6% | 1.381% | 0.01% |
| 12 | NORTHERN TRUST CORP | 161K | $5.5M | +1.6% | 1.228% | 0.00% |
| 13 | BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 140K | $4.7M | — | 1.067% | 0.23% |
| 14 | MORGAN STANLEY | 131K | $4.4M | +2.0% | 0.997% | 0.00% |
| 15 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 129K | $4.4M | -2.8% | 0.987% | 0.09% |
| 16 | BANC FUNDS CO LLC | 113K | $3.8M | -6.7% | 0.865% | 0.72% |
| 17 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 107K | $3.6M | -3.6% | 0.820% | 0.01% |
| 18 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 99K | $3.3M | +19.2% | 0.753% | 0.00% |
| 19 | Bank of New York Mellon Corp | 93K | $3.2M | -6.4% | 0.713% | 0.00% |
| 20 | GOLDMAN SACHS GROUP INC | 85K | $2.9M | -18.4% | 0.649% | 0.00% |
| 21 | VANGUARD FIDUCIARY TRUST CO | 77K | $2.6M | — | 0.588% | 0.00% |
| 22 | Empowered Funds, LLC | 76K | $2.6M | -4.7% | 0.582% | 0.02% |
| 23 | VANGUARD PORTFOLIO MANAGEMENT LLC | 69K | $2.4M | — | 0.531% | 0.00% |
| 24 | Fisher Asset Management, LLC | 50K | $1.7M | +3.6% | 0.384% | 0.00% |
| 25 | PANAGORA ASSET MANAGEMENT INC | 48K | $1.6M | -0.4% | 0.367% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in BSRR — a direct measure of their conviction.
Filings activity in BSRR during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 114 | +0.9% | 46.54% | +2.06 pp | $248M | +4.6% |
| Q4 2025 | 113 | +7.6% | 44.48% | +4.94 pp | $237M | +12% |
| Q3 2025 | 105 | 0.9% | 39.54% | 1.72 pp | $211M | 4.2% |
| Q2 2025 | 106 | 8.6% | 41.26% | +1.66 pp | $220M | +4.2% |
| Q1 2025 | 116 | 1.7% | 39.60% | 2.89 pp | $211M | 6.8% |
| Q4 2024 | 118 | +12% | 42.49% | 1.42 pp | $226M | 3.2% |
| Q3 2024 | 105 | +15% | 43.91% | +11.07 pp | $234M | +34% |
| Q2 2024 | 91 | — | 32.84% | — | $175M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying BSRR stock.
Based on Q1 2026 13F filings, institutional ownership of Sierra Bancorp stands at 46.5%, held across 114 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of BSRR, with approximately 1,244,911 shares worth $0.04B as of Q1 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of BSRR, including RENAISSANCE TECHNOLOGIES LLC, Fisher Asset Management, LLC.
Our composite Smart Money Score for BSRR is 66 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
14 institutions opened new positions in BSRR during Q1 2026, while 13 fully exited. 66 added to existing positions and 33 trimmed.
BSRR institutional ownership rose by 2.06 percentage points quarter-over-quarter, with a net change of +1 holders.
The top 10 institutions account for 68.6% of all reported 13F value in BSRR, and the top 25 account for 89.9%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Sierra Bancorp (BSRR) Institutional Ownership