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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, Q1 2021

Institutional positions in Sierra Bancorp as of Mar 31, 2021. 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
92
No complete 13F data for Q4 2020
Shares held
8.34M
No complete 13F data for Q4 2020
Total value
$223.6M
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 92 institutions
Q1 2021: 92 institutionsQ2 2021: 90 institutionsQ3 2021: 90 institutionsQ4 2021: 92 institutionsQ1 2022: 91 institutionsQ2 2022: 85 institutionsQ3 2022: 80 institutionsQ4 2022: 85 institutionsQ1 2023: 83 institutionsQ2 2023: 83 institutionsQ3 2023: 85 institutionsQ4 2023: 84 institutionsQ1 2024: 84 institutionsQ2 2024: 90 institutionsQ3 2024: 104 institutionsQ4 2024: 115 institutionsQ1 2025: 114 institutionsQ2 2025: 105 institutionsQ3 2025: 108 institutionsQ4 2025: 114 institutionsQ1 2026: 116 institutionsQ2 2026: 125 institutions
Value heldQ1 2021: $223.6M
Q1 2021: $223.6MQ2 2021: $211.6MQ3 2021: $199.7MQ4 2021: $225.7MQ1 2022: $202.2MQ2 2022: $173.7MQ3 2022: $155.1MQ4 2022: $171.3MQ1 2023: $136.3MQ2 2023: $139.6MQ3 2023: $151.6MQ4 2023: $183.6MQ1 2024: $160.8MQ2 2024: $179.2MQ3 2024: $238.4MQ4 2024: $230.7MQ1 2025: $214.8MQ2 2025: $229.6MQ3 2025: $218.5MQ4 2025: $245.6MQ1 2026: $257.0MQ2 2026: $316.7M
Institutions holding BSRR and their total value by quarter
QuarterHoldersValue
Q2 2026125$316.7M
Q1 2026116$257.0M
Q4 2025114$245.6M
Q3 2025108$218.5M
Q2 2025105$229.6M
Q1 2025114$214.8M
Q4 2024115$230.7M
Q3 2024104$238.4M
Q2 202490$179.2M
Q1 202484$160.8M
Q4 202384$183.6M
Q3 202385$151.6M
Q2 202383$139.6M
Q1 202383$136.3M
Q4 202285$171.3M
Q3 202280$155.1M
Q2 202285$173.7M
Q1 202291$202.2M
Q4 202192$225.7M
Q3 202190$199.7M
Q2 202190$211.6M
Q1 202192$223.6M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Sierra Bancorp.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding BSRR in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Huntington National Bank1$00.00%––
Berman Capital Advisors, LLC45$1.00K0.00%––
Advisor Group Holdings, Inc.143$3.00K0.00%––
North Star Investment Management Corp.140$4.00K0.00%––
CWM, LLC200$5.00K0.00%––
Quadrant Capital Group LLC236$6.00K0.00%––
The PNC Financial Services Group, Inc.300$8.00K0.00%––
Great West Life Assurance Co280$8.00K0.00%––
Captrust Financial Advisors328$9.00K0.00%––
Proequities, Inc.600$16.0K0.00%––
Earnest Partners LLC600$16.0K0.00%––
Tower Research Capital LLC (TRC)1,038$28.0K0.00%––
Whittier Trust Co1,159$31.0K0.00%––
New York State Teachers Retirement System1,200$32.0K0.00%––
Legal & General Group Plc1,236$33.0K0.00%––
Ameritas Investment Partners, Inc.1,243$33.0K0.00%––
Citigroup Inc1,290$35.0K0.00%––
Denali Advisors LLC1,360$36.0K0.01%––
Spire Wealth Management3,060$82.0K0.00%––
Nisa Investment Advisors, LLC3,600$96.0K0.00%––
UBS Group AG3,705$100.0K0.00%––
Metropolitan Life Insurance Co4,635$124.2K0.00%––
Public Employees Retirement System of Ohio5,721$153.0K0.00%––
MetLife Investment Management5,841$156.5K0.00%––
BNP Paribas Arbitrage, SA6,622$177.5K0.00%––
First Trust Advisors LP7,475$200.0K0.00%––
American International Group, Inc.8,231$221.0K0.00%––
Gradient Investments LLC8,274$222.0K0.01%––
Royal Bank of Canada8,640$232.0K0.00%––
Martingale Asset Management L P8,807$237.0K0.00%––
Two Sigma Investments, LP9,300$249.0K0.00%––
Federated Hermes, Inc.9,359$251.0K0.00%––
Zacks Investment Management10,092$270.0K0.00%––
Pacific Wealth Strategies Group, Inc.11,525$309.0K0.13%––
Barclays PLC11,842$318.0K0.00%––
New York State Common Retirement Fund11,900$319.0K0.00%––
Mackay Shields LLC12,100$324.0K0.00%––
Alliancebernstein L.P.12,166$326.0K0.00%––
Voya Investment Management LLC13,975$375.0K0.00%––
Winton Group Ltd14,158$379.0K0.02%––
Invesco Ltd.14,685$394.0K0.00%––
Two Sigma Advisers, LP14,700$394.0K0.00%––
Los Angeles Capital Management LLC15,901$426.0K0.00%––
STRS Ohio18,300$490.0K0.00%––
Wedge Capital Management L L P19,239$516.0K0.01%––
HRT Financial LP19,526$523.0K0.01%––
California State Teachers Retirement System21,662$581.0K0.00%––
Cornercap Investment Counsel Inc22,488$603.0K0.07%––
Rhumbline Advisers23,534$631.0K0.00%––
American Century Companies Inc24,007$643.0K0.00%––
Arrowstreet Capital, Limited Partnership25,822$692.0K0.00%––
Wells Fargo & Company26,949$723.0K0.00%––
California Public Employees Retirement System27,866$747.0K0.00%––
D. E. Shaw & Co., Inc.29,224$783.0K0.00%––
Grantham, Mayo, Van Otterloo & Co. LLC31,790$852.0K0.00%––
Bank of Montreal31,495$857.0K0.00%––
Citadel Advisors LLC33,789$905.0K0.00%––
Charles Schwab Investment Management Inc36,057$967.0K0.00%––
Acadian Asset Management LLC41,486$1.11M0.00%––
Jacobs Levy Equity Management, Inc44,815$1.20M0.01%––
Russell Investments Group, Ltd.45,126$1.21M0.00%––
Assenagon Asset Management S.A.54,985$1.47M0.01%––
Parametric Portfolio Associates LLC55,880$1.50M0.00%––
Basswood Capital Management, L.L.C.56,778$1.52M0.07%––
Nuveen Asset Management, LLC60,818$1.63M0.00%––
Seizert Capital Partners, LLC66,109$1.77M0.09%––
Deutsche Bank AG70,327$1.89M0.00%––
Manufacturers Life Insurance Company, The70,465$1.89M0.00%––
Bank of America Corp77,960$2.09M0.00%––
JPMorgan Chase & Co78,290$2.10M0.00%––
Hotchkis & Wiley Capital Management LLC79,980$2.14M0.01%––
Bridgeway Capital Management, LLC80,000$2.14M0.04%––
Morgan Stanley85,346$2.29M0.00%––
Walthausen & Co., LLC91,206$2.44M0.52%––
BHZ Capital Management, LP115,630$3.10M0.98%––
Panagora Asset Management Inc121,799$3.26M0.02%––
Goldman Sachs Group Inc126,401$3.39M0.00%––
Bank of New York Mellon Corp127,896$3.43M0.00%––
FMR LLC139,073$3.73M0.00%––
Foundry Partners, LLC176,121$4.72M0.16%––
Banc Funds Co LLC177,432$4.75M0.36%––
LSV Asset Management192,736$5.17M0.01%––
Ameriprise Financial Inc229,272$6.14M0.00%––
Geode Capital Management, LLC255,509$6.85M0.00%––
Northern Trust Corp285,293$7.64M0.00%––
State Street Corp287,561$7.71M0.00%––
Renaissance Technologies LLC347,231$9.31M0.01%––
Wellington Management Group LLP440,792$11.8M0.00%––
Private Management Group Inc496,117$13.3M0.61%––
Vanguard Group Inc628,775$16.9M0.00%––
Dimensional Fund Advisors LP1,122,457$30.1M0.01%––
BlackRock Inc.1,374,518$36.8M0.00%––