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 | 9.60 | 1,244,911 | -2.0 | 03/31/2026 |
| Dimensional Fund Advisors, Inc. | 7.11 | 921,629 | -0.8 | 06/30/2026 |
| Vanguard Capital Management, LLC | 4.17 | 540,451 | +0.0 | 03/31/2026 |
| Private Management Group Inc | 4.04 | 524,224 | -4.0 | 03/31/2026 |
| American Century Companies Inc | 2.87 | 372,676 | +23.5 | 06/30/2026 |
| Manufacturers Life Insurance Co | 2.78 | 359,946 | -5.1 | 03/31/2026 |
| HHG PLC | 2.65 | 344,133 | +32.9 | 03/31/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Janus Henderson Small Cap Value L | 3.38 | 438,244 | +17.3 | 06/30/2026 |
| Vanguard MStar Total Stk Mkt Idx Invest | 2.92 | 378,762 | +0.0 | 07/31/2026 |
| Avantis US Small Cap Value ETF | 2.69 | 348,316 | +0.1 | 08/31/2026 |
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 |
|---|---|---|---|---|---|
| Castle Julie G | Director | 1,181 | 47,712 $ | 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 |
|---|---|---|---|---|---|---|
| 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: September 17, 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.