SIERRA BANCORP — Institutional Ownership

Which tracked institutions hold BSRR, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.

22
Funds holding
$102124174
Total value held
Buying
13 added/new · 8 reduced
# Institution Value Shares Δ Shares Change (QoQ)
1 Blackrock, Inc. $53248991 1306403 +61492 +4.94%
2 Janus Henderson Group Plc $11672991 344133 +344133 NEW BUY
3 State Street Corp $11273890 276592 +9632 +3.61%
4 Northern Trust Corp $7165771 175804 +15068 +9.37%
5 Morgan Stanley $5017259 123092 -7509 -5.75%
6 Bank Of New York Mellon Corp $3780321 92746 -653 -0.70%
7 Goldman Sachs Group Inc $2122903 52083 -32921 -38.73%
8 Federated Hermes, Inc. $1905611 46752 +46752 NEW BUY
9 Jpmorgan Chase & Co $1073262 26396 -1448 -5.20%
10 Invesco Ltd. $1007017 24706 +24706 NEW BUY
11 Ameriprise Financial Inc $846626 20771 +20771 NEW BUY
12 Franklin Resources Inc $590450 14486 -7660 -34.59%
13 Wells Fargo & Company/Mn $515217 12640 +6973 +123.05%
14 Bank Of America Corp /De/ $511661 12553 -3191 -20.27%
15 Prudential Financial Inc $432708 10616 +100 +0.95%
16 Ubs Group Ag $301420 7395 +7395 NEW BUY
17 Citigroup Inc $268935 6598 +2917 +79.24%
18 Sei Investments Co $208858 5124 -3259 -38.88%
19 Barclays Plc $148366 3640 -923 -20.23%
20 Royal Bank Of Canada $30000 751 +453 +152.01%
21 Pnc Financial Services Group, Inc. $1875 46 Held
22 Amalgamated Financial Corp. $42 1699 +1699 NEW BUY

Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.