Sierra Bancorp
Sierra Bancorp (BSRR) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · BSRR · as of Sep 30, 2025
Ownership Breakdown
108
Institutional Holders
▲ 2 vs Q2
$218.46M
Total Inst. Value
▼ $11.42M vs Q2
13.08M
Shares Outstanding
freeFloat 87.92%
7.56M
13F Shares Held
▼ 182,567 vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
BSRR largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
BLACKROCK, INC. state commercial banks | 1.29M | 9.43% | 9.43% | $37.34B | Nov 12, 2025 | ▼ 49.4K |
DIMENSIONAL FUND ADVISORS LP state commercial banks | 945.4K | 6.90% | 6.90% | $27.33B | Nov 12, 2025 | ▼ 6.2K |
VANGUARD GROUP INC state commercial banks | 733.6K | 5.36% | 5.36% | $21.21B | Nov 7, 2025 | ▲ 22.9K |
PRIVATE MANAGEMENT GROUP INC state commercial banks | 582.7K | 4.26% | 4.26% | $16.85B | Nov 13, 2025 | ▼ 3.7K |
MANUFACTURERS LIFE INSURANCE COMPANY, THE state commercial banks | 382.9K | 2.80% | 2.80% | $11.07B | Nov 14, 2025 | ▼ 4.5K |
GEODE CAPITAL MANAGEMENT, LLC state commercial banks | 293.6K | 2.14% | 2.14% | $8.49B | Nov 12, 2025 | ▼ 4.8K |
STATE STREET CORP state commercial banks | 282.3K | 2.06% | 2.06% | $8.16B | Nov 14, 2025 | ▲ 1.1K |
AMERICAN CENTURY COMPANIES INC state commercial banks | 222.1K | 1.62% | 1.62% | $6.42B | Nov 12, 2025 | ▲ 40.2K |
AMERIPRISE FINANCIAL INC state commercial banks | 222.1K | 1.62% | 1.62% | $6.42B | Nov 14, 2025 | ▼ 16.5K |
FMR LLC state commercial banks | 194.9K | 1.42% | 1.42% | $5.63B | Nov 13, 2025 | ▲ 4.2K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
17
Increased
+139.3K shares1
New Positions
first time holders27
Decreased
−162.5K shares0
Sold Out
fully exitedNet shares change (top 50)
23.3K
+139.3K / −162.5K
Net new holders
-9
1 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
BSRR insider trading · insider activity
Source: SEC Form 4
Insiders have been primarily selling shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
3
Buy transactions
7
Sell transactions
0.43
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Boyle Hugh F EVP/Chief Credit Officer | May 29, 2026 | Sale | 10,000 | $38.21 | $382.1K | 21.8K | Form 4 ↗ |
Treece Christopher G EVP/Chief Financial Officer | May 22, 2026 | Sale | 10,000 | $38.18 | $381.8K | 39.1K | Form 4 ↗ |
Christenson Vonn R director | May 18, 2026 | Sale | 1,053 | $38.01 | $40.0K | 189 | Form 4 ↗ |
Christenson Vonn R director | May 8, 2026 | Sale | 3,947 | $38.05 | $150.2K | 189 | Form 4 ↗ |
Boyle Hugh F EVP/Chief Credit Officer | Mar 1, 2026 | Tax Withhold | 1,689 | $35.98 | $60.8K | 31.8K | Form 4 ↗ |
McPhaill Kevin J President/CEO | Feb 23, 2026 | Tax Withhold | 1,358 | $36.09 | $49.0K | 67.8K | Form 4 ↗ |
Treece Christopher G EVP/Chief Financial Officer | Feb 23, 2026 | Tax Withhold | 800 | $36.09 | $28.9K | 39.1K | Form 4 ↗ |
Olague Michael EVP/Chief Banking Officer | Feb 23, 2026 | Tax Withhold | 665 | $36.09 | $24.0K | 26.8K | Form 4 ↗ |
Coen Natalia M EVP/CRO | Feb 23, 2026 | Tax Withhold | 653 | $36.09 | $23.6K | 26.8K | Form 4 ↗ |
Boyle Hugh F EVP/Chief Credit Officer | Feb 23, 2026 | Tax Withhold | 794 | $36.09 | $28.7K | 33.5K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Sierra Bancorp (BSRR) is primarily owned by institutional investors, who hold approximately 57.8% of total shares outstanding. Company insiders own approximately 12.08%, while retail and public investors account for the remaining 30.13%.
The largest institutional shareholder of Sierra Bancorp is BLACKROCK, INC., holding approximately 1.29 million shares — equal to 9.43% of outstanding shares — as of September 30, 2025.
A total of 108 institutional investors currently hold BSRR stock, with a combined institutional value of approximately $218,456,583 as of the most recent 13F filing period.
Frequently asked questions
BSRR ownershipSierra Bancorp (BSRR) is primarily owned by institutional investors, who hold approximately 57.8% of shares. The largest shareholder is BLACKROCK, INC. with a 9.43% stake. Company insiders hold 12.08%. Data sourced from SEC Form 13F as of September 30, 2025.