BSRR · Sierra Bancorp · Shareholders & Ownership

$42.06 +0.04 (+0.10%) At close · Nov 12

Russell 2000 member Rebalance outlook locked

Market Cap

$545.37M

12.97M

Volume · Nov 12 43.48K Avg daily vol (3M) 63.39K

Every disclosed holder of BSRR in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns BSRR

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	127	7,814,619	60.27%	Yes
Insiders (Forms 3, 4, 5)	19	774,464	5.97%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	4,377,314	33.76%	Rest
Registered funds (N-PORT, not summed)	174	4,400,951	33.94%	No

Shares outstanding: 12,966,397, the issuer's latest cover-page count restated onto today's split basis.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of BSRR

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,306,403	10.08%	+61,492	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	341,333	2.63%	+13,439	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	122,896	0.95%	+17,952	Jun 30, 2026	iShares Trust, not summed
1.3	BlackRock Advantage Small Cap Core Fund Fund S000039982 · Registered fund · Aug 31, 2026 BlackRock Funds, not summed	77,354	0.60%	0	Aug 31, 2026	BlackRock Funds, not summed
1.4	iShares Micro-Cap ETF Fund S000004439 · Registered fund · Jun 30, 2026 iShares Trust, not summed	41,161	0.32%	+10,537	Jun 30, 2026	iShares Trust, not summed
1.5	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	21,020	0.16%	0	Jun 30, 2026	Quantitative Master Series LLC, not summed
2	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Sep 30, 2026	925,270	7.14%	+3,641	Sep 30, 2026
2.1	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	278,155	2.15%	-5,363	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
2.2	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	99,344	0.77%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
2.3	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	89,744	0.69%	-554	Jul 31, 2026	Dimensional ETF Trust, not summed
2.4	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	70,089	0.54%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
2.5	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	61,343	0.47%	-152	Jul 31, 2026	Dimensional ETF Trust, not summed
3	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	527,029	4.06%	-13,422	Jun 30, 2026	carried, not yet filed for the newest quarter
4	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	438,288	3.38%	+94,155	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	Janus Henderson Small Cap Value Fund Fund S000010480 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	438,244	3.38%	+94,146	Jun 30, 2026	Janus Investment Fund, not summed
5	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Sep 30, 2026	429,900	3.32%	+57,224	Sep 30, 2026
6	THARP MORRIS A Insider CIK 1168759 · Nov 20, 2025 Director, issuer-wide	419,760	3.24%	0	Nov 20, 2025	Director, issuer-wide
7	PRIVATE MANAGEMENT GROUP INC 13F CIK 1142031 · Registered investment adviser · Sep 30, 2026	403,506	3.11%	-30,569	Sep 30, 2026
8	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	378,762	2.92%	-12,600	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	MANUFACTURERS LIFE INSURANCE COMPANY, THE 13F CIK 928047 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	357,606	2.76%	-2,340	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	Regional Bank Fund Fund S000000635 · Registered fund · Jul 31, 2026 John Hancock Investment Trust II, not summed	176,793	1.36%	0	Jul 31, 2026	John Hancock Investment Trust II, not summed
10	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · Aug 31, 2026 American Century ETF Trust, not summed	348,316	2.69%	+55,646	Aug 31, 2026	American Century ETF Trust, not summed
11	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Sep 30, 2026	307,552	2.37%	-7,816	Sep 30, 2026
12	STATE STREET CORP 13F CIK 93751 · Bank · Sep 30, 2026	271,076	2.09%	-5,516	Sep 30, 2026
12.1	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	4,118	0.03%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
12.2	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	287	0.00%	0	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
12.3	State Street Balanced Index Fund Fund S000082802 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	97	0.00%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
13	FMR LLC 13F CIK 315066 · Holding company · Sep 30, 2026	218,934	1.69%	+6,913	Sep 30, 2026
13.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	131,093	1.01%	+11,764	Jul 31, 2026	Fidelity Salem Street Trust, not summed
13.2	Select Banking Portfolio Fund S000007475 · Registered fund · Aug 31, 2026 Fidelity Select Portfolios, not summed	127,700	0.98%	-3,900	Aug 31, 2026	Fidelity Select Portfolios, not summed
13.3	Fidelity Enhanced Small Cap Core ETF Fund S000081807 · Registered fund · Jun 30, 2026 Fidelity Covington Trust, not summed	75,737	0.58%	+7,598	Jun 30, 2026	Fidelity Covington Trust, not summed
13.4	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	55,836	0.43%	-2,731	Aug 31, 2026	Fidelity Concord Street Trust, not summed
13.5	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	23,279	0.18%	-18	Aug 31, 2026	Fidelity Concord Street Trust, not summed
14	BASSWOOD CAPITAL MANAGEMENT, L.L.C. 13F CIK 1085393 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	184,089	1.42%	+44,413	Jun 30, 2026	carried, not yet filed for the newest quarter
15	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	175,804	1.36%	+15,068	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Small Cap Value Fund Fund S000001246 · Registered fund · Jun 30, 2026 Northern Funds, not summed	52,912	0.41%	0	Jun 30, 2026	Northern Funds, not summed
15.2	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	5,952	0.05%	0	Jun 30, 2026	Northern Funds, not summed
15.3	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	3,586	0.03%	+2,945	Jun 30, 2026	Northern Funds, not summed
16	CSM Advisors, LLC 13F CIK 1863523 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	163,990	1.26%	-180	Jun 30, 2026	carried, not yet filed for the newest quarter
17	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Sep 30, 2026	159,712	1.23%	-26,100	Sep 30, 2026
18	John Hancock Financial Opportunities Fund Fund · Registered fund · Jun 30, 2026 John Hancock Financial Opportunities Fund, not summed	155,938	1.20%	—	Jun 30, 2026	John Hancock Financial Opportunities Fund, not summed
19	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	135,873	1.05%	+147	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
20	BRIDGEWAY CAPITAL MANAGEMENT, LLC 13F CIK 1107261 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	135,101	1.04%	+5,869	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Omni Small-Cap Value Fund Fund S000033567 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	53,000	0.41%	0	Jun 30, 2026	Bridgeway Funds, Inc., not summed
21	BERRA ALBERT L Insider CIK 1214069 · Feb 17, 2026 Director, issuer-wide	132,972	1.03%	-131,704	Feb 17, 2026	Director, issuer-wide
22	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	123,092	0.95%	-7,509	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	114	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
23	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	99,574	0.77%	+30,076	Jun 30, 2026	carried, not yet filed for the newest quarter
24	BANC FUNDS CO LLC 13F CIK 1029311 · Unknown · Sep 30, 2026	99,255	0.77%	0	Sep 30, 2026
25	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	98,078	0.76%	-541	Jun 30, 2026	carried, not yet filed for the newest quarter
26	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Sep 30, 2026	94,141	0.73%	+1,395	Sep 30, 2026
27	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 13F CIK 1164833 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	93,959	0.72%	-13,400	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Hotchkis and Wiley Small Cap Diversified Value Fund Fund S000045868 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	22,750	0.18%	-13,200	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
28	LSV ASSET MANAGEMENT 13F CIK 1050470 · Registered investment adviser · Sep 30, 2026	93,900	0.72%	+23,300	Sep 30, 2026
29	Empowered Funds, LLC 13F CIK 1592828 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	82,101	0.63%	+5,869	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	EA Bridgeway Omni Small-Cap Value ETF Fund S000078089 · Registered fund · Jun 30, 2026 EA Series Trust, not summed	82,101	0.63%	+5,869	Jun 30, 2026	EA Series Trust, not summed
30	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	77,866	0.60%	+831	Jun 30, 2026	carried, not yet filed for the newest quarter
31	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · Aug 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	68,561	0.53%	+6,524	Aug 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
32	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Sep 30, 2026	54,545	0.42%	+54,545	Sep 30, 2026
32.1	First Trust NASDAQ ABA Community Bank Index Fund Fund S000026211 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	4,610	0.04%	-39	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
33	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	52,083	0.40%	-32,921	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	12,624	0.10%	+697	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
33.2	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	7,670	0.06%	+634	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
33.3	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	3,925	0.03%	0	Jul 31, 2026	Goldman Sachs Trust, not summed
34	FEDERATED HERMES, INC. 13F CIK 1056288 · Investment adviser · Sep 30, 2026	51,430	0.40%	+4,678	Sep 30, 2026
35	Fisher Asset Management, LLC 13F CIK 850529 · Investment adviser · Sep 30, 2026	45,487	0.35%	-3,015	Sep 30, 2026
36	HOLLY JAMES C Insider CIK 1032641 · Feb 5, 2026 Director, issuer-wide	41,139	0.32%	0	Feb 5, 2026	Director, issuer-wide
37	Treece Christopher G Insider CIK 1325532 · Oct 29, 2026 EVP/Chief Financial Officer, issuer-wide	35,095	0.27%	-4,000	Oct 29, 2026	EVP/Chief Financial Officer, issuer-wide
38	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	35,034	0.27%	+2,948	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	29,153	0.22%	+2,944	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
38.2	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	5,854	0.05%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
39	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	33,058	0.26%	-175	Jun 30, 2026	carried, not yet filed for the newest quarter
40	Trexquant Investment LP 13F CIK 1633445 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	32,317	0.25%	+3,340	Jun 30, 2026	carried, not yet filed for the newest quarter
41	Avantis U.S. Small Cap Equity ETF Fund S000074835 · Registered fund · Aug 31, 2026 American Century ETF Trust, not summed	27,736	0.21%	-158	Aug 31, 2026	American Century ETF Trust, not summed
42	Coen Natalia M Insider CIK 1994768 · Feb 23, 2026 EVP/CRO, issuer-wide	26,836	0.21%	-653	Feb 23, 2026	EVP/CRO, issuer-wide
43	Quantinno Capital Management LP 13F CIK 1759654 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	26,258	0.20%	+1,433	Jun 30, 2026	carried, not yet filed for the newest quarter
44	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Sep 30, 2026	26,099	0.20%	-297	Sep 30, 2026
45	Connor, Clark & Lunn Investment Management Ltd. 13F CIK 1596800 · Registered investment adviser · Sep 30, 2026	25,187	0.19%	-9,653	Sep 30, 2026
46	WisdomTree U.S. SmallCap Dividend Fund Fund S000012394 · Registered fund · Jun 30, 2026 WisdomTree Trust, not summed	24,367	0.19%	-2,237	Jun 30, 2026	WisdomTree Trust, not summed
47	Nuveen, LLC 13F CIK 1871926 · Unknown · Sep 30, 2026	23,945	0.18%	+668	Sep 30, 2026
47.1	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	15,717	0.12%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
47.2	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	5,340	0.04%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
47.3	TIAA Separate Account VA-1 - Stock Index Account Fund S000005098 · Registered fund · Jun 30, 2026 TIAA Separate Account VA-1, not summed	370	0.00%	0	Jun 30, 2026	TIAA Separate Account VA-1, not summed
47.4	Nuveen Life Stock Index Fund Fund S000005094 · Registered fund · Jun 30, 2026 TIAA-CREF Life Funds, not summed	192	0.00%	0	Jun 30, 2026	TIAA-CREF Life Funds, not summed
48	STATE OF WISCONSIN INVESTMENT BOARD 13F CIK 854157 · Pension or benefit plan · Jun 30, 2026 carried, not yet filed for the newest quarter	22,949	0.18%	+700	Jun 30, 2026	carried, not yet filed for the newest quarter
49	Boyle Hugh F Insider CIK 1568582 · May 29, 2026 EVP/Chief Credit Officer, issuer-wide	21,781	0.17%	-10,000	May 29, 2026	EVP/Chief Credit Officer, issuer-wide
50	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	21,615	0.17%	+14,359	Jun 30, 2026	carried, not yet filed for the newest quarter

28 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 244 holders

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Key facts CIK 1130144 CUSIP 82620P102 13F (30d) 78 filings 65 filers Visit website Investor relations