Sierra Bancorp
Ownership
Ownership Structure
Who owns Sierra Bancorp (BSRR)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 87.8% of the shares are freely tradable; institutional investors hold 60.3%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| BlackRock Inc | 10.08 | 1,306,403 | +4.9 | 06/30/2026 |
| Dimensional Fund Advisors, Inc. | 7.11 | 921,629 | -0.8 | 06/30/2026 |
| Vanguard Capital Management, LLC | 4.07 | 527,029 | -2.5 | 06/30/2026 |
| Jupiter Topco LLC | 3.38 | 438,288 | +0.0 | 06/30/2026 |
| Private Management Group Inc | 3.35 | 434,075 | -17.2 | 06/30/2026 |
| American Century Companies Inc | 2.87 | 372,676 | +23.5 | 06/30/2026 |
| Manufacturers Life Insurance Co | 2.76 | 357,606 | -0.7 | 06/30/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Janus Henderson Small Cap Value L | 3.38 | 438,244 | +0.0 | 08/31/2026 |
| Vanguard MStar Total Stk Mkt Idx Invest | 2.92 | 378,762 | +0.0 | 09/30/2026 |
| Avantis US Small Cap Value ETF | 2.78 | 359,956 | +0.1 | 09/30/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| McPhaill Kevin J | President/CEO | 63,807 | 2,673,513 $ | Oct 29, 2026 | direct |
| Treece Christopher G | EVP/Chief Financial Officer | 35,095 | 1,470,481 $ | Oct 29, 2026 | direct |
| Scearcy Lynda | Director | 24,283 | 1,017,446 $ | Oct 29, 2026 | direct |
| Castle Julie G | Director | 1,181 | 49,484 $ | Jul 31, 2026 | direct |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Oct 29, 2026 | Treece Christopher G | EVP/Chief Financial Officer | Sell | 4,000 | 42.51 | 170,044 |
| Oct 29, 2026 | Scearcy Lynda | Director | Sell | 5,850 | 42.34 | 247,697 |
| Oct 29, 2026 | McPhaill Kevin J | President/CEO | Sell | 4,000 | 42.85 | 171,413 |
| Jul 31, 2026 | Castle Julie G | Director | Sell | 1,000 | 40.70 | 40,703 |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: October 30, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.