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