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 2021
Institutional positions in Sierra Bancorp as of Jun 30, 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
- 90
- −2 vs. Q1 2021
- Shares held
- 8.31M
- −31.9K (−0.4%) vs. Q1 2021
- Total value
- $211.6M
- −$12.0M (−5.4%) vs. Q1 2021
- New holders
- 5
- 30 more added
- Sold out
- 7
- 36 more reduced
Compare with Q1 2021: 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 | $218.5M |
| Q2 2025 | 105 | $229.6M |
| Q1 2025 | 114 | $214.8M |
| Q4 2024 | 115 | $230.7M |
| Q3 2024 | 104 | $238.4M |
| Q2 2024 | 90 | $179.2M |
| Q1 2024 | 84 | $160.8M |
| Q4 2023 | 84 | $183.6M |
| Q3 2023 | 85 | $151.6M |
| Q2 2023 | 83 | $139.6M |
| Q1 2023 | 83 | $136.3M |
| Q4 2022 | 85 | $171.3M |
| Q3 2022 | 80 | $155.1M |
| Q2 2022 | 85 | $173.7M |
| Q1 2022 | 91 | $202.2M |
| Q4 2021 | 92 | $225.7M |
| Q3 2021 | 90 | $199.7M |
| Q2 2021 | 90 | $211.6M |
| Q1 2021 | 92 | $223.6M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Sierra Bancorp; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 1,293,059 | $32.9M | 0.00% | −81,459−5.9% | Reduced |
| Dimensional Fund Advisors LP | 1,110,937 | $28.3M | 0.01% | −11,520−1.0% | Reduced |
| Vanguard Group Inc | 638,627 | $16.3M | 0.00% | +9,852+1.6% | Added |
| Private Management Group Inc | 494,536 | $12.6M | 0.55% | −1,581−0.3% | Reduced |
| Wellington Management Group LLP | 424,046 | $10.8M | 0.00% | −16,746−3.8% | Reduced |
| Renaissance Technologies LLC | 338,231 | $8.61M | 0.01% | −9,000−2.6% | Reduced |
| State Street Corp | 293,967 | $7.48M | 0.00% | +6,406+2.2% | Added |
| Northern Trust Corp | 278,988 | $7.10M | 0.00% | −6,305−2.2% | Reduced |
| Geode Capital Management, LLC | 264,874 | $6.74M | 0.00% | +9,365+3.7% | Added |
| Ameriprise Financial Inc | 226,377 | $5.76M | 0.00% | −2,895−1.3% | Reduced |
| Banc Funds Co LLC | 197,427 | $5.03M | 0.37% | +19,995+11.3% | Added |
| LSV Asset Management | 189,436 | $4.82M | 0.01% | −3,300−1.7% | Reduced |
| FMR LLC | 188,980 | $4.81M | 0.00% | +49,907+35.9% | Added |
| Manufacturers Life Insurance Company, The | 188,251 | $4.79M | 0.00% | +117,786+167.2% | Added |
| Foundry Partners, LLC | 147,440 | $3.75M | 0.13% | −28,681−16.3% | Reduced |
| Bank of New York Mellon Corp | 126,463 | $3.22M | 0.00% | −1,433−1.1% | Reduced |
| Panagora Asset Management Inc | 114,450 | $2.91M | 0.02% | −7,349−6.0% | Reduced |
| BHZ Capital Management, LP | 111,680 | $2.84M | 1.06% | −3,950−3.4% | Reduced |
| Goldman Sachs Group Inc | 95,762 | $2.44M | 0.00% | −30,639−24.2% | Reduced |
| Walthausen & Co., LLC | 91,206 | $2.32M | 0.51% | 00.0% | Unchanged |
| Morgan Stanley | 90,428 | $2.30M | 0.00% | +5,082+6.0% | Added |
| Hotchkis & Wiley Capital Management LLC | 89,910 | $2.29M | 0.01% | +9,930+12.4% | Added |
| Bridgeway Capital Management, LLC | 80,000 | $2.04M | 0.04% | 00.0% | Unchanged |
| Seizert Capital Partners, LLC | 76,986 | $1.96M | 0.09% | +10,877+16.5% | Added |
| Bank of America Corp | 63,125 | $1.61M | 0.00% | −14,835−19.0% | Reduced |
| Royal Bank of Canada | 62,742 | $1.60M | 0.00% | +54,102+626.2% | Added |
| JPMorgan Chase & Co | 59,648 | $1.52M | 0.00% | −18,642−23.8% | Reduced |
| Parametric Portfolio Associates LLC | 58,356 | $1.49M | 0.00% | +2,476+4.4% | Added |
| Nuveen Asset Management, LLC | 56,368 | $1.44M | 0.00% | −4,450−7.3% | Reduced |
| Basswood Capital Management, L.L.C. | 55,727 | $1.42M | 0.06% | −1,051−1.9% | Reduced |
| Assenagon Asset Management S.A. | 52,561 | $1.34M | 0.01% | −2,424−4.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 47,523 | $1.21M | 0.01% | +2,708+6.0% | Added |
| Bank of Montreal | 43,228 | $1.13M | 0.00% | +11,733+37.3% | Added |
| Acadian Asset Management LLC | 43,163 | $1.10M | 0.00% | +1,677+4.0% | Added |
| Charles Schwab Investment Management Inc | 35,667 | $908.0K | 0.00% | −390−1.1% | Reduced |
| Citadel Advisors LLC | 32,698 | $832.0K | 0.00% | −1,091−3.2% | Reduced |
| American Century Companies Inc | 31,851 | $811.0K | 0.00% | +7,844+32.7% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 29,990 | $763.0K | 0.00% | −1,800−5.7% | Reduced |
| D. E. Shaw & Co., Inc. | 27,957 | $712.0K | 0.00% | −1,267−4.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 27,222 | $693.0K | 0.00% | +1,400+5.4% | Added |
| Two Sigma Advisers, LP | 27,100 | $690.0K | 0.00% | +12,400+84.4% | Added |
| Gradient Investments LLC | 24,474 | $623.0K | 0.02% | +16,200+195.8% | Added |
| Cornercap Investment Counsel Inc | 23,225 | $591.0K | 0.07% | +737+3.3% | Added |
| HRT Financial LP | 22,416 | $570.0K | 0.01% | +2,890+14.8% | Added |
| Two Sigma Investments, LP | 22,402 | $570.0K | 0.00% | +13,102+140.9% | Added |
| Rhumbline Advisers | 20,392 | $519.0K | 0.00% | −3,142−13.4% | Reduced |
| STRS Ohio | 20,200 | $514.0K | 0.00% | +1,900+10.4% | Added |
| California State Teachers Retirement System | 19,367 | $493.0K | 0.00% | −2,295−10.6% | Reduced |
| Wells Fargo & Company | 18,521 | $471.0K | 0.00% | −8,428−31.3% | Reduced |
| Los Angeles Capital Management LLC | 15,901 | $405.0K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 15,859 | $403.0K | 0.00% | +1,174+8.0% | Added |
| Russell Investments Group, Ltd. | 15,257 | $387.0K | 0.00% | −29,869−66.2% | Reduced |
| Winton Group Ltd | 14,874 | $379.0K | 0.02% | +716+5.1% | Added |
| Deutsche Bank AG | 13,896 | $353.0K | 0.00% | −56,431−80.2% | Reduced |
| Voya Investment Management LLC | 13,544 | $345.0K | 0.00% | −431−3.1% | Reduced |
| Millennium Management LLC | 12,758 | $325.0K | 0.00% | +12,758 | New |
| New York State Common Retirement Fund | 12,021 | $306.0K | 0.00% | +121+1.0% | Added |
| Pacific Wealth Strategies Group, Inc. | 11,525 | $293.0K | 0.11% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 10,566 | $269.0K | 0.00% | −1,600−13.2% | Reduced |
| Zacks Investment Management | 10,017 | $255.0K | 0.00% | −75−0.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 9,639 | $245.0K | 0.00% | +9,639 | New |
| Federated Hermes, Inc. | 9,359 | $238.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 8,934 | $227.0K | 0.03% | +8,934 | New |
| First Trust Advisors LP | 7,992 | $203.0K | 0.00% | +517+6.9% | Added |
| American International Group, Inc. | 7,868 | $200.0K | 0.00% | −363−4.4% | Reduced |
| MetLife Investment Management | 5,841 | $148.7K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 5,721 | $146.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 4,635 | $118.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 4,110 | $105.0K | 0.00% | +510+14.2% | Added |
| Ford Financial Group, LLC | 4,000 | $101.0K | 0.04% | +4,000 | New |
| Tower Research Capital LLC (TRC) | 3,382 | $86.0K | 0.00% | +2,344+225.8% | Added |
| Spire Wealth Management | 3,060 | $78.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 1,846 | $47.0K | 0.00% | −9,996−84.4% | Reduced |
| BNP Paribas Arbitrage, SA | 1,823 | $46.4K | 0.00% | −4,799−72.5% | Reduced |
| Ameritas Investment Partners, Inc. | 1,243 | $32.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,147 | $29.0K | 0.00% | −143−11.1% | Reduced |
| Legal & General Group Plc | 1,127 | $29.0K | 0.00% | −109−8.8% | Reduced |
| Whittier Trust Co | 1,159 | $29.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 1,001 | $25.0K | 0.00% | −2,704−73.0% | Reduced |
| Lazard Asset Management LLC | 960 | $24.0K | 0.00% | +960 | New |
| Proequities, Inc. | 600 | $15.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 600 | $15.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 328 | $8.00K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 311 | $8.00K | 0.00% | +11+3.7% | Added |
| Great West Life Assurance Co | 303 | $8.00K | 0.00% | +23+8.2% | Added |
| CWM, LLC | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 140 | $4.00K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 143 | $3.00K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 45 | $1.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −27,866−100.0% | Sold out |
| Wedge Capital Management L L P | 0 | $0 | 0.00% | −19,239−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −12,100−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −8,807−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −1,360−100.0% | Sold out |
| New York State Teachers Retirement System | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −236−100.0% | Sold out |