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, Q3 2021
Institutional positions in Sierra Bancorp as of Sep 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
- +1 vs. Q2 2021
- Shares held
- 8.22M
- −86.6K (−1.0%) vs. Q2 2021
- Total value
- $199.7M
- −$11.9M (−5.6%) vs. Q2 2021
- New holders
- 8
- 23 more added
- Sold out
- 7
- 40 more reduced
1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Sierra Bancorp; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 1,274,385 | $30.9M | 0.00% | −18,674−1.4% | Reduced |
| Dimensional Fund Advisors LP | 1,101,302 | $26.7M | 0.01% | −9,635−0.9% | Reduced |
| Vanguard Group Inc | 619,322 | $15.0M | 0.00% | −19,305−3.0% | Reduced |
| Private Management Group Inc | 522,520 | $12.7M | 0.53% | +27,984+5.7% | Added |
| Renaissance Technologies LLC | 359,431 | $8.73M | 0.01% | +21,200+6.3% | Added |
| Wellington Management Group LLP | 343,246 | $8.33M | 0.00% | −80,800−19.1% | Reduced |
| Manufacturers Life Insurance Company, The | 315,789 | $7.67M | 0.01% | +127,538+67.7% | Added |
| State Street Corp | 290,282 | $7.05M | 0.00% | −3,685−1.3% | Reduced |
| Northern Trust Corp | 270,086 | $6.56M | 0.00% | −8,902−3.2% | Reduced |
| Geode Capital Management, LLC | 264,333 | $6.42M | 0.00% | −541−0.2% | Reduced |
| Ameriprise Financial Inc | 226,940 | $5.51M | 0.00% | +563+0.2% | Added |
| Foundry Partners, LLC | 187,115 | $4.54M | 0.16% | +39,675+26.9% | Added |
| LSV Asset Management | 183,636 | $4.46M | 0.01% | −5,800−3.1% | Reduced |
| Banc Funds Co LLC | 164,190 | $3.99M | 0.31% | −33,237−16.8% | Reduced |
| Bank of New York Mellon Corp | 133,745 | $3.25M | 0.00% | +7,282+5.8% | Added |
| FMR LLC | 132,580 | $3.22M | 0.00% | −56,400−29.8% | Reduced |
| BHZ Capital Management, LP | 115,594 | $2.81M | 1.04% | +3,914+3.5% | Added |
| Panagora Asset Management Inc | 113,722 | $2.76M | 0.01% | −728−0.6% | Reduced |
| Goldman Sachs Group Inc | 94,117 | $2.29M | 0.00% | −1,645−1.7% | Reduced |
| Morgan Stanley | 88,776 | $2.16M | 0.00% | −1,652−1.8% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 86,340 | $2.10M | 0.01% | −3,570−4.0% | Reduced |
| Seizert Capital Partners, LLC | 82,975 | $2.02M | 0.09% | +5,989+7.8% | Added |
| Walthausen & Co., LLC | 82,566 | $2.00M | 0.51% | −8,640−9.5% | Reduced |
| Bridgeway Capital Management, LLC | 80,000 | $1.94M | 0.04% | 00.0% | Unchanged |
| Parametric Portfolio Associates LLC | 72,924 | $1.77M | 0.00% | +14,568+25.0% | Added |
| Bank of America Corp | 62,039 | $1.51M | 0.00% | −1,086−1.7% | Reduced |
| Royal Bank of Canada | 54,116 | $1.31M | 0.00% | −8,626−13.7% | Reduced |
| Nuveen Asset Management, LLC | 50,105 | $1.16M | 0.00% | −6,263−11.1% | Reduced |
| JPMorgan Chase & Co | 47,479 | $1.15M | 0.00% | −12,169−20.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 47,044 | $1.14M | 0.01% | −479−1.0% | Reduced |
| Bank of Montreal | 41,646 | $1.02M | 0.00% | −1,582−3.7% | Reduced |
| Norges Bank | 41,112 | $998.0K | 0.00% | +41,112 | New |
| Basswood Capital Management, L.L.C. | 39,415 | $957.0K | 0.04% | −16,312−29.3% | Reduced |
| Acadian Asset Management LLC | 37,676 | $913.0K | 0.00% | −5,487−12.7% | Reduced |
| American Century Companies Inc | 36,597 | $889.0K | 0.00% | +4,746+14.9% | Added |
| Charles Schwab Investment Management Inc | 35,614 | $865.0K | 0.00% | −53−0.1% | Reduced |
| Citadel Advisors LLC | 32,377 | $786.0K | 0.00% | −321−1.0% | Reduced |
| Two Sigma Advisers, LP | 32,200 | $782.0K | 0.00% | +5,100+18.8% | Added |
| D. E. Shaw & Co., Inc. | 29,715 | $721.0K | 0.00% | +1,758+6.3% | Added |
| Two Sigma Investments, LP | 29,052 | $705.0K | 0.00% | +6,650+29.7% | Added |
| Wells Fargo & Company | 25,602 | $622.0K | 0.00% | +7,081+38.2% | Added |
| Gradient Investments LLC | 24,474 | $594.0K | 0.02% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 23,225 | $564.0K | 0.06% | 00.0% | Unchanged |
| Millennium Management LLC | 22,877 | $555.0K | 0.00% | +10,119+79.3% | Added |
| Rhumbline Advisers | 20,790 | $505.0K | 0.00% | +398+2.0% | Added |
| STRS Ohio | 20,200 | $490.0K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 17,547 | $426.0K | 0.00% | +1,688+10.6% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 16,790 | $408.0K | 0.00% | −13,200−44.0% | Reduced |
| Los Angeles Capital Management LLC | 15,901 | $386.0K | 0.00% | 00.0% | Unchanged |
| Winton Group Ltd | 14,016 | $340.0K | 0.02% | −858−5.8% | Reduced |
| Voya Investment Management LLC | 13,760 | $334.0K | 0.00% | +216+1.6% | Added |
| Deutsche Bank AG | 13,634 | $331.0K | 0.00% | −262−1.9% | Reduced |
| Fourthstone LLC | 13,541 | $329.0K | 0.13% | +13,541 | New |
| Pacific Wealth Strategies Group, Inc. | 12,125 | $294.0K | 0.11% | +600+5.2% | Added |
| New York State Common Retirement Fund | 12,012 | $292.0K | 0.00% | −9−0.1% | Reduced |
| Trexquant Investment LP | 10,742 | $261.0K | 0.02% | +10,742 | New |
| Prelude Capital Management, LLC | 10,604 | $257.0K | 0.01% | +10,604 | New |
| Russell Investments Group, Ltd. | 10,392 | $251.0K | 0.00% | −4,865−31.9% | Reduced |
| Zacks Investment Management | 10,003 | $243.0K | 0.00% | −14−0.1% | Reduced |
| Alliancebernstein L.P. | 9,966 | $242.0K | 0.00% | −600−5.7% | Reduced |
| Federated Hermes, Inc. | 9,359 | $227.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 9,266 | $225.0K | 0.00% | +9,266 | New |
| Martingale Asset Management L P | 8,507 | $208.0K | 0.00% | +8,507 | New |
| California State Teachers Retirement System | 7,735 | $188.0K | 0.00% | −11,632−60.1% | Reduced |
| American International Group, Inc. | 7,686 | $187.0K | 0.00% | −182−2.3% | Reduced |
| MetLife Investment Management | 5,841 | $141.8K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 5,739 | $140.0K | 0.00% | +3,893+210.9% | Added |
| Public Employees Retirement System of Ohio | 5,721 | $139.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 4,110 | $100.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 3,625 | $88.0K | 0.00% | +1,802+98.8% | Added |
| Spire Wealth Management | 3,060 | $74.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,613 | $63.4K | 0.00% | −2,022−43.6% | Reduced |
| Citigroup Inc | 1,630 | $40.0K | 0.00% | +483+42.1% | Added |
| Tower Research Capital LLC (TRC) | 1,363 | $33.0K | 0.00% | −2,019−59.7% | Reduced |
| Ameritas Investment Partners, Inc. | 1,243 | $30.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,159 | $28.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,127 | $27.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 881 | $21.0K | 0.00% | −120−12.0% | Reduced |
| Lazard Asset Management LLC | 870 | $21.0K | 0.00% | −90−9.4% | Reduced |
| Proequities, Inc. | 600 | $15.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 600 | $15.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 603 | $14.0K | 0.00% | +603 | New |
| The PNC Financial Services Group, Inc. | 300 | $7.00K | 0.00% | −11−3.5% | Reduced |
| Great West Life Assurance Co | 303 | $7.00K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 282 | $7.00K | 0.00% | −46−14.0% | Reduced |
| North Star Investment Management Corp. | 140 | $3.00K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 143 | $3.00K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 102 | $2.00K | 0.00% | +57+126.7% | Added |
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 5 | $0 | 0.00% | +5 | New |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −52,561−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −27,222−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −22,416−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −9,639−100.0% | Sold out |
| Laurel Wealth Advisors, Inc. | 0 | $0 | 0.00% | −8,934−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −7,992−100.0% | Sold out |
| Ford Financial Group, LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |