Sierra Bancorp
BSRR- Exchange
- Nasdaq
- Industry
- State Commercial Banks
- SEC CIK
- 0001130144
In the last 90 days, Sierra Bancorp insiders filed 0 open-market purchases and 1 sale; 125 institutions reported holding it in 13F filings for Q2 2026, worth $316.7M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Sierra Bancorp as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 125
- +11 vs. Q1 2026
- Shares held
- 7.77M
- +544.2K (+7.5%) vs. Q1 2026
- Total value
- $316.7M
- +$71.5M (+29.2%) vs. Q1 2026
- New holders
- 16
- 35 more added
- Sold out
- 5
- 43 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BSRR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 125 | $316.7M |
| Q1 2026 | 116 | $257.0M |
| Q4 2025 | 114 | $245.6M |
| Q3 2025 | 108 | $219.7M |
| Q2 2025 | 105 | $229.9M |
| Q1 2025 | 114 | $215.2M |
| Q4 2024 | 115 | $230.7M |
| Q3 2024 | 104 | $240.3M |
| Q2 2024 | 90 | $180.3M |
| Q1 2024 | 84 | $168.8M |
| Q4 2023 | 84 | $188.1M |
| Q3 2023 | 85 | $151.6M |
| Q2 2023 | 83 | $139.6M |
| Q1 2023 | 83 | $140.0M |
| Q4 2022 | 85 | $171.3M |
| Q3 2022 | 80 | $155.1M |
| Q2 2022 | 85 | $173.7M |
| Q1 2022 | 91 | $202.2M |
| Q4 2021 | 92 | $226.1M |
| Q3 2021 | 90 | $199.7M |
| Q2 2021 | 90 | $214.0M |
| Q1 2021 | 92 | $223.6M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Sierra Bancorp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,306,403 | $53.2M | 0.00% | +61,492+4.9% | Added |
| Dimensional Fund Advisors LP | 921,629 | $37.6M | 0.01% | −7,597−0.8% | Reduced |
| Vanguard Capital Management LLC | 527,029 | $21.5M | 0.00% | −13,422−2.5% | Reduced |
| Jupiter Topco LLC | 438,288 | $17.9M | 0.01% | +438,288 | New |
| Private Management Group Inc | 434,075 | $17.7M | 0.47% | −90,149−17.2% | Reduced |
| American Century Companies Inc | 372,676 | $15.2M | 0.01% | +70,811+23.5% | Added |
| Manufacturers Life Insurance Company, The | 357,606 | $14.6M | 0.01% | −2,340−0.7% | Reduced |
| Geode Capital Management, LLC | 315,368 | $12.9M | 0.00% | +30,024+10.5% | Added |
| State Street Corp | 276,592 | $11.3M | 0.00% | +9,632+3.6% | Added |
| FMR LLC | 212,021 | $8.64M | 0.00% | −3,476−1.6% | Reduced |
| Renaissance Technologies LLC | 185,812 | $7.57M | 0.01% | +4,965+2.7% | Added |
| Basswood Capital Management, L.L.C. | 184,089 | $7.50M | 0.32% | +44,413+31.8% | Added |
| Northern Trust Corp | 175,804 | $7.17M | 0.00% | +15,068+9.4% | Added |
| CSM Advisors, LLC | 163,990 | $6.68M | 0.14% | −180−0.1% | Reduced |
| Bridgeway Capital Management, LLC | 135,101 | $5.51M | 0.10% | +5,869+4.5% | Added |
| Morgan Stanley | 123,092 | $5.02M | 0.00% | −7,509−5.7% | Reduced |
| Vanguard Portfolio Management LLC | 99,574 | $4.06M | 0.00% | +30,076+43.3% | Added |
| Banc Funds Co LLC | 99,255 | $4.05M | 0.67% | −14,000−12.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 98,078 | $4.00M | 0.00% | −541−0.5% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 93,959 | $3.83M | 0.01% | −13,400−12.5% | Reduced |
| Bank of New York Mellon Corp | 92,746 | $3.78M | 0.00% | −653−0.7% | Reduced |
| Empowered Funds, LLC | 82,101 | $3.35M | 0.02% | +5,869+7.7% | Added |
| Vanguard Fiduciary Trust Co | 77,866 | $3.17M | 0.00% | +831+1.1% | Added |
| LSV Asset Management | 70,600 | $2.88M | 0.01% | +500+0.7% | Added |
| Goldman Sachs Group Inc | 52,083 | $2.12M | 0.00% | −32,921−38.7% | Reduced |
| Fisher Asset Management, LLC | 48,502 | $1.98M | 0.00% | −1,760−3.5% | Reduced |
| Federated Hermes, Inc. | 46,752 | $1.91M | 0.00% | +3,826+8.9% | Added |
| Charles Schwab Investment Management Inc | 35,034 | $1.43M | 0.00% | +2,948+9.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 34,840 | $1.42M | 0.00% | −657−1.9% | Reduced |
| AQR Capital Management LLC | 33,058 | $1.35M | 0.00% | −175−0.5% | Reduced |
| Trexquant Investment LP | 32,317 | $1.32M | 0.01% | +3,340+11.5% | Added |
| JPMorgan Chase & Co | 26,396 | $1.07M | 0.00% | −1,448−5.2% | Reduced |
| Quantinno Capital Management LP | 26,258 | $1.07M | 0.00% | +1,433+5.8% | Added |
| Panagora Asset Management Inc | 25,938 | $1.06M | 0.00% | −22,083−46.0% | Reduced |
| Invesco Ltd. | 24,706 | $1.01M | 0.00% | +492+2.0% | Added |
| Nuveen, LLC | 23,277 | $948.8K | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 22,949 | $935.4K | 0.00% | +700+3.1% | Added |
| D. E. Shaw & Co., Inc. | 21,615 | $881.0K | 0.00% | +14,359+197.9% | Added |
| Ameriprise Financial Inc | 20,771 | $846.6K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 19,101 | $778.6K | 0.00% | −5,517−22.4% | Reduced |
| Mutual Advisors, LLC | 18,951 | $772.4K | 0.01% | −2,000−9.5% | Reduced |
| CWM Advisors, LLC | 16,773 | $683.7K | 0.03% | +16,773 | New |
| Jacobs Levy Equity Management, Inc | 16,328 | $665.5K | 0.00% | −2,091−11.4% | Reduced |
| Rhumbline Advisers | 15,284 | $623.0K | 0.00% | −397−2.5% | Reduced |
| Franklin Resources Inc | 14,486 | $590.5K | 0.00% | −7,660−34.6% | Reduced |
| Lazard Asset Management LLC | 14,285 | $582.3K | 0.00% | +3,743+35.5% | Added |
| Marshall Wace, LLP | 14,021 | $571.5K | 0.00% | +14,021 | New |
| Voya Investment Management LLC | 13,746 | $560.3K | 0.00% | +391+2.9% | Added |
| Deutsche Bank AG | 13,529 | $551.4K | 0.00% | +1,765+15.0% | Added |
| Pasadena Private Wealth, LLC | 13,200 | $538.0K | 0.07% | 00.0% | Unchanged |
| Wells Fargo & Company | 12,640 | $515.2K | 0.00% | +6,973+123.0% | Added |
| Bank of America Corp | 12,553 | $511.7K | 0.00% | −3,191−20.3% | Reduced |
| Alliancebernstein L.P. | 14,896 | $505.3K | 0.00% | −100−0.7% | Reduced |
| MKT Advisors LLC | 12,320 | $502.0K | 0.16% | 00.0% | Unchanged |
| XTX Topco Ltd | 11,830 | $482.2K | 0.01% | +11,830 | New |
| Millennium Management LLC | 11,567 | $471.5K | 0.00% | −23,667−67.2% | Reduced |
| Prudential Financial Inc | 10,616 | $432.7K | 0.00% | +100+1.0% | Added |
| Price T Rowe Associates Inc | 10,015 | $409.0K | 0.00% | +1,746+21.1% | Added |
| Martingale Asset Management L P | 9,937 | $405.0K | 0.01% | −4,918−33.1% | Reduced |
| Sequoia Financial Advisors, LLC | 9,445 | $385.0K | 0.00% | +9,445 | New |
| Engineers Gate Manager LP | 9,204 | $375.2K | 0.00% | +9,204 | New |
| Integrated Quantitative Investments LLC | 8,957 | $365.1K | 0.06% | +692+8.4% | Added |
| Creative Planning | 8,473 | $345.4K | 0.00% | +2,290+37.0% | Added |
| BNP Paribas Arbitrage, SA | 8,463 | $345.0K | 0.00% | +2,678+46.3% | Added |
| Mariner, LLC | 8,275 | $337.3K | 0.00% | −10,293−55.4% | Reduced |
| STRS Ohio | 8,200 | $334.2K | 0.00% | −2,700−24.8% | Reduced |
| MetLife Investment Management | 7,999 | $326.0K | 0.00% | −36−0.4% | Reduced |
| UBS Group AG | 7,395 | $301.4K | 0.00% | +123+1.7% | Added |
| Canada Pension Plan Investment Board | 7,000 | $285.3K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 6,598 | $268.9K | 0.00% | +4,902+289.0% | Added |
| Gradient Investments LLC | 6,560 | $267.4K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 6,470 | $263.7K | 0.00% | +5,373+489.8% | Added |
| Susquehanna Fundamental Investments, LLC | 5,596 | $228.1K | 0.00% | −501−8.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 5,522 | $225.1K | 0.00% | −306−5.3% | Reduced |
| Citadel Advisors LLC | 5,474 | $223.1K | 0.00% | +5,474 | New |
| CI Private Wealth, LLC | 5,361 | $218.5K | 0.00% | +5,361 | New |
| Western Financial Corp | 5,359 | $218.4K | 0.06% | +5,359 | New |
| SEI Investments Co | 5,124 | $208.9K | 0.00% | −3,259−38.9% | Reduced |
| Vanguard Global Advisers, LLC | 4,931 | $201.0K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 3,814 | $155.5K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 3,662 | $149.3K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 3,640 | $148.4K | 0.00% | −923−20.2% | Reduced |
| BFSG, LLC | 3,600 | $146.7K | 0.01% | −930−20.5% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 3,500 | $142.7K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,763 | $112.7K | 0.00% | +2,688+3,584.0% | Added |
| Ameritas Advisory Services, LLC | 2,307 | $94.0K | 0.00% | +2,307 | New |
| Los Angeles Capital Management LLC | 2,006 | $81.8K | 0.00% | −822−29.1% | Reduced |
| Great West Life Assurance Co | 1,349 | $55.0K | 0.00% | −101−7.0% | Reduced |
| SRS Capital Advisors, Inc. | 1,278 | $52.1K | 0.00% | +1,218+2,030.0% | Added |
| Whittier Trust Co | 1,159 | $47.4K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,116 | $45.5K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,018 | $41.5K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 908 | $37.0K | 0.00% | −1,300−58.9% | Reduced |
| Royal Bank of Canada | 751 | $30.0K | 0.00% | +453+152.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 652 | $26.6K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 546 | $22.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 502 | $20.5K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 301 | $12.3K | 0.00% | −5−1.6% | Reduced |
| GAMMA Investing LLC | 243 | $9.90K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 242 | $9.86K | 0.00% | −158−39.5% | Reduced |