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 |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 5 | $0 | 0.00% | +5 | New |
| Berman Capital Advisors, LLC | 102 | $2.00K | 0.00% | +57+126.7% | Added |
| 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 |
| 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 |
| Ellis Investment Partners, LLC | 603 | $14.0K | 0.00% | +603 | New |
| Proequities, Inc. | 600 | $15.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 600 | $15.0K | 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 |
| Legal & General Group Plc | 1,127 | $27.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,159 | $28.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,243 | $30.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,363 | $33.0K | 0.00% | −2,019−59.7% | Reduced |
| Citigroup Inc | 1,630 | $40.0K | 0.00% | +483+42.1% | Added |
| Metropolitan Life Insurance Co | 2,613 | $63.4K | 0.00% | −2,022−43.6% | Reduced |
| Spire Wealth Management | 3,060 | $74.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 3,625 | $88.0K | 0.00% | +1,802+98.8% | Added |
| Nisa Investment Advisors, LLC | 4,110 | $100.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 5,721 | $139.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 5,739 | $140.0K | 0.00% | +3,893+210.9% | Added |
| MetLife Investment Management | 5,841 | $141.8K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 7,686 | $187.0K | 0.00% | −182−2.3% | Reduced |
| California State Teachers Retirement System | 7,735 | $188.0K | 0.00% | −11,632−60.1% | Reduced |
| Martingale Asset Management L P | 8,507 | $208.0K | 0.00% | +8,507 | New |
| SG Americas Securities, LLC | 9,266 | $225.0K | 0.00% | +9,266 | New |
| Federated Hermes, Inc. | 9,359 | $227.0K | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 9,966 | $242.0K | 0.00% | −600−5.7% | Reduced |
| Zacks Investment Management | 10,003 | $243.0K | 0.00% | −14−0.1% | Reduced |
| Russell Investments Group, Ltd. | 10,392 | $251.0K | 0.00% | −4,865−31.9% | Reduced |
| Prelude Capital Management, LLC | 10,604 | $257.0K | 0.01% | +10,604 | New |
| Trexquant Investment LP | 10,742 | $261.0K | 0.02% | +10,742 | New |
| New York State Common Retirement Fund | 12,012 | $292.0K | 0.00% | −9−0.1% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 12,125 | $294.0K | 0.11% | +600+5.2% | Added |
| Fourthstone LLC | 13,541 | $329.0K | 0.13% | +13,541 | New |
| Deutsche Bank AG | 13,634 | $331.0K | 0.00% | −262−1.9% | Reduced |
| Voya Investment Management LLC | 13,760 | $334.0K | 0.00% | +216+1.6% | Added |
| Winton Group Ltd | 14,016 | $340.0K | 0.02% | −858−5.8% | Reduced |
| Los Angeles Capital Management LLC | 15,901 | $386.0K | 0.00% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 16,790 | $408.0K | 0.00% | −13,200−44.0% | Reduced |
| Invesco Ltd. | 17,547 | $426.0K | 0.00% | +1,688+10.6% | Added |
| STRS Ohio | 20,200 | $490.0K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 20,790 | $505.0K | 0.00% | +398+2.0% | Added |
| Millennium Management LLC | 22,877 | $555.0K | 0.00% | +10,119+79.3% | Added |
| Cornercap Investment Counsel Inc | 23,225 | $564.0K | 0.06% | 00.0% | Unchanged |
| Gradient Investments LLC | 24,474 | $594.0K | 0.02% | 00.0% | Unchanged |
| Wells Fargo & Company | 25,602 | $622.0K | 0.00% | +7,081+38.2% | Added |
| Two Sigma Investments, LP | 29,052 | $705.0K | 0.00% | +6,650+29.7% | Added |
| D. E. Shaw & Co., Inc. | 29,715 | $721.0K | 0.00% | +1,758+6.3% | Added |
| Two Sigma Advisers, LP | 32,200 | $782.0K | 0.00% | +5,100+18.8% | Added |
| Citadel Advisors LLC | 32,377 | $786.0K | 0.00% | −321−1.0% | Reduced |
| Charles Schwab Investment Management Inc | 35,614 | $865.0K | 0.00% | −53−0.1% | Reduced |
| American Century Companies Inc | 36,597 | $889.0K | 0.00% | +4,746+14.9% | Added |
| Acadian Asset Management LLC | 37,676 | $913.0K | 0.00% | −5,487−12.7% | Reduced |
| Basswood Capital Management, L.L.C. | 39,415 | $957.0K | 0.04% | −16,312−29.3% | Reduced |
| Norges Bank | 41,112 | $998.0K | 0.00% | +41,112 | New |
| Bank of Montreal | 41,646 | $1.02M | 0.00% | −1,582−3.7% | Reduced |
| Jacobs Levy Equity Management, Inc | 47,044 | $1.14M | 0.01% | −479−1.0% | Reduced |
| JPMorgan Chase & Co | 47,479 | $1.15M | 0.00% | −12,169−20.4% | Reduced |
| Nuveen Asset Management, LLC | 50,105 | $1.16M | 0.00% | −6,263−11.1% | Reduced |
| Royal Bank of Canada | 54,116 | $1.31M | 0.00% | −8,626−13.7% | Reduced |
| Bank of America Corp | 62,039 | $1.51M | 0.00% | −1,086−1.7% | Reduced |
| Parametric Portfolio Associates LLC | 72,924 | $1.77M | 0.00% | +14,568+25.0% | Added |
| Bridgeway Capital Management, LLC | 80,000 | $1.94M | 0.04% | 00.0% | Unchanged |
| Walthausen & Co., LLC | 82,566 | $2.00M | 0.51% | −8,640−9.5% | Reduced |
| Seizert Capital Partners, LLC | 82,975 | $2.02M | 0.09% | +5,989+7.8% | Added |
| Hotchkis & Wiley Capital Management LLC | 86,340 | $2.10M | 0.01% | −3,570−4.0% | Reduced |
| Morgan Stanley | 88,776 | $2.16M | 0.00% | −1,652−1.8% | Reduced |
| Goldman Sachs Group Inc | 94,117 | $2.29M | 0.00% | −1,645−1.7% | Reduced |
| Panagora Asset Management Inc | 113,722 | $2.76M | 0.01% | −728−0.6% | Reduced |
| BHZ Capital Management, LP | 115,594 | $2.81M | 1.04% | +3,914+3.5% | Added |
| FMR LLC | 132,580 | $3.22M | 0.00% | −56,400−29.8% | Reduced |
| Bank of New York Mellon Corp | 133,745 | $3.25M | 0.00% | +7,282+5.8% | Added |
| Banc Funds Co LLC | 164,190 | $3.99M | 0.31% | −33,237−16.8% | Reduced |
| LSV Asset Management | 183,636 | $4.46M | 0.01% | −5,800−3.1% | Reduced |
| Foundry Partners, LLC | 187,115 | $4.54M | 0.16% | +39,675+26.9% | Added |
| Ameriprise Financial Inc | 226,940 | $5.51M | 0.00% | +563+0.2% | Added |
| Geode Capital Management, LLC | 264,333 | $6.42M | 0.00% | −541−0.2% | Reduced |
| Northern Trust Corp | 270,086 | $6.56M | 0.00% | −8,902−3.2% | Reduced |
| State Street Corp | 290,282 | $7.05M | 0.00% | −3,685−1.3% | Reduced |
| Manufacturers Life Insurance Company, The | 315,789 | $7.67M | 0.01% | +127,538+67.7% | Added |
| Wellington Management Group LLP | 343,246 | $8.33M | 0.00% | −80,800−19.1% | Reduced |
| Renaissance Technologies LLC | 359,431 | $8.73M | 0.01% | +21,200+6.3% | Added |
| Private Management Group Inc | 522,520 | $12.7M | 0.53% | +27,984+5.7% | Added |
| Vanguard Group Inc | 619,322 | $15.0M | 0.00% | −19,305−3.0% | Reduced |
| Dimensional Fund Advisors LP | 1,101,302 | $26.7M | 0.01% | −9,635−0.9% | Reduced |
| BlackRock Inc. | 1,274,385 | $30.9M | 0.00% | −18,674−1.4% | Reduced |
| 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 |