Sierra Bancorp
BSRR • NASDAQ
Sierra Bancorp is a banks - regional company in the financial services sector on NASDAQ, led by Kevin J. McPhaill, with a market cap of $458.4M. As of Q3 2025, 56% of shares are held by 107 institutional investors, with BlackRock, Inc. as the largest holder at 9.5%.
President and Chief Executive OfficerKevin J. McPhaill
Market Cap$458.4M
Banks - Regional
Financial Services
Employees532.0
Websitesierrabancorp.com
Country
United States of America
Overview
Overview of institutional ownership in BSRR as of Q3 2025 with a market cap of $392.9M
All Institutions
- Institutions
- 107
- Value Held
- $218.5M
- Shares Held
- 7.6M
- Avg Position
- $2.0M
- Median Position
- $314.0K
Hedge Funds
- Hedge Funds
- 10
- Value Held
- $12.9M
- Shares Held
- 446.0K
- Avg Position
- $1.3M
- Median Position
- $694.5K
Ownership Breakdown
Based on market cap of $392.9M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.
Biggest Investors
Institutions with the largest positions in BSRR as of Q3 2025
| Institution | Position Value |
|---|---|
 BlackRock, Inc. Institution | $37.3M 0.00% of portfolio |
 DIMENSIONAL FUND ADVISORS LP Long Only Manager | $27.3M 0.01% of portfolio |
 VANGUARD GROUP INC Institution | $21.2M 0.00% of portfolio |
 PRIVATE MANAGEMENT GROUP INC RIA/Wealth | $16.8M 0.50% of portfolio |
M MANUFACTURERES LIFE INSURANCE CO Institution | $11.1M 0.01% of portfolio |
 GEODE CAPITAL MANAGEMENT LLC ETF Provider | $8.5M 0.00% of portfolio |
 STATE STREET CORP Institution | $8.2M 0.00% of portfolio |
A AMERICAN CENTURY COMPANIES INC Institution | $6.4M 0.00% of portfolio |
 AMERIPRISE FINANCIAL INC Institution | $6.4M 0.00% of portfolio |
 FMR LLC Institution | $5.6M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for BSRR in Q3 2025
- Traded
- −$5.1M
- Buyers
- 41
- Sellers
- 45
- Total Bought
- +$5.5M
- Total Sold
- −$10.6M
- Avg Position
- $1.9M
Biggest Buyers
| Institution | Net Bought |
|---|---|
A AMERICAN CENTURY COMPANIES INC Institution | +$1.2M +40.2K shares |
VANGUARD GROUP INC Institution | +$662.9K +22.9K shares |
Q Qube Research & Technologies Ltd Institution | +$475.2K +16.4K shares |
J JANE STREET GROUP, LLC Institution | +$409.5K +14.2K shares |
 Marshall Wace LLP Institution | +$328.3K +11.4K shares |
 Invesco Ltd. ETF Provider | +$322.8K +11.2K shares |
H HSBC HOLDINGS PLC Institution | +$314.0K +11.0K shares |
F Fisher Asset Management, LLC Institution | +$228.5K +7.9K shares |
 AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy | +$228.1K +7.9K shares |
 Quantinno Capital Management LP Hedge Fund•Market Neutral | +$215.3K +7.4K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 SEGALL BRYANT & HAMILL Long Only Manager | −$2.0M −66.1K shares |
BlackRock, Inc. Institution | −$1.4M −49.4K shares |
 FIRST TRUST ADVISORS LP ETF Provider | −$1.2M −40.4K shares |
 Fourthstone LLC Hedge Fund•Long/Short | −$757.7K −25.5K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$547.8K −18.4K shares |
 THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | −$488.3K −16.9K shares |
AMERIPRISE FINANCIAL INC Institution | −$478.4K −16.5K shares |
 MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy | −$336.8K −11.7K shares |
C CI Private Wealth, LLC RIA/Wealth | −$319.9K −10.8K shares |
 MORGAN STANLEY RIA/Wealth | −$319.7K −11.1K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited BSRR in Q3 2025
- New Positions
- 5
- New Value
- $339.8K
- Exited Positions
- 9
- Exited Value
- $3.9M
New Positions
| Institution | Position Value |
|---|---|
H HSBC HOLDINGS PLC Institution | $314.0K 11.0K shares |
S State of Alaska, Department of Revenue Institution | $15.8K 546.0 shares |
 Rockefeller Capital Management L.P. Long Only Manager | $5.8K 200.0 shares |
O Optiver Holding B.V. Institution | $3.8K 132.0 shares |
 True Wealth Design, LLC RIA/Wealth | $376.0 13.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
SEGALL BRYANT & HAMILL Long Only Manager | $2.0M 66.1K shares |
Fourthstone LLC Hedge Fund•Long/Short | $757.7K 25.5K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $547.8K 18.4K shares |
C CI Private Wealth, LLC RIA/Wealth | $319.9K 10.8K shares |
 INTECH INVESTMENT MANAGEMENT LLC Long Only Manager | $205.5K 6.9K shares |
 Ameritas Advisory Services, LLC RIA/Wealth | $71.0K 2.4K shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $26.4K 891.0 shares |
S Skopos Labs, Inc. RIA/Wealth | $30.0 1.0 shares |
C Covestor Ltd Institution | - - shares |
Options Activity
Institutions with the largest Call and Put options positions in BSRR as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with BSRR as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
B BANC FUNDS CO LLC Institution | 0.85% $3.5M |
PRIVATE MANAGEMENT GROUP INC RIA/Wealth | 0.50% $16.8M |
C CSM Advisors, LLC Institution | 0.14% $4.8M |
 MKT Advisors LLC RIA/Wealth | 0.13% $353.2K |
B BRIDGEWAY CAPITAL MANAGEMENT INC Long Only Manager | 0.08% $3.7M |
 Integrated Quantitative Investments LLC Long Only Manager | 0.07% $240.0K |
 Pasadena Private Wealth, LLC RIA/Wealth | 0.06% $381.6K |
 MARTINGALE ASSET MANAGEMENT L P Long Only Manager | 0.03% $1.3M |
 GLOBEFLEX CAPITAL L P Long Only Manager | 0.03% $181.8K |
 Empowered Funds, LLC ETF Provider | 0.02% $2.1M |
Hedge Fund Spotlight
Discover hedge funds investing in BSRR
Quantinno Capital Management LP
Hedge Fund • Market Neutral
Portfolio ManagerHoon Nmn Kim
- Portfolio Value
- $36.6B
- Positions
- 2,911
- Last Reported
- Q3 2025
Sector Allocation
Position in Sierra Bancorp
- Market Value
- $543.7K
- Shares Held
- 18.8K
- Portfolio Weight
- 0.00%
- Owned Since
- 2025-Q1
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Semiconductors Technology | $2.1B | 5.71% | |
Consumer Electronics Technology | $1.9B | 5.06% | |
Software - Infrastructure Technology | $1.4B | 3.93% |
