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, Q4 2021
Institutional positions in Sierra Bancorp as of Dec 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
- +3 vs. Q3 2021
- Shares held
- 8.31M
- +89.6K (+1.1%) vs. Q3 2021
- Total value
- $225.7M
- +$26.0M (+13.0%) vs. Q3 2021
- New holders
- 10
- 26 more added
- Sold out
- 7
- 34 more reduced
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Sierra Bancorp; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 1,263,929 | $34.3M | 0.00% | −10,456−0.8% | Reduced |
| Dimensional Fund Advisors LP | 1,057,888 | $28.7M | 0.01% | −43,414−3.9% | Reduced |
| Vanguard Group Inc | 670,906 | $18.2M | 0.00% | +51,584+8.3% | Added |
| Private Management Group Inc | 522,511 | $14.2M | 0.57% | −90.0% | Reduced |
| Renaissance Technologies LLC | 336,431 | $9.13M | 0.01% | −23,000−6.4% | Reduced |
| Manufacturers Life Insurance Company, The | 321,349 | $8.72M | 0.01% | +5,560+1.8% | Added |
| Wellington Management Group LLP | 321,062 | $8.72M | 0.00% | −22,184−6.5% | Reduced |
| Ameriprise Financial Inc | 292,648 | $7.95M | 0.00% | +65,708+29.0% | Added |
| State Street Corp | 286,550 | $7.78M | 0.00% | −3,732−1.3% | Reduced |
| Geode Capital Management, LLC | 268,159 | $7.28M | 0.00% | +3,826+1.4% | Added |
| Northern Trust Corp | 264,846 | $7.19M | 0.00% | −5,240−1.9% | Reduced |
| Foundry Partners, LLC | 180,860 | $4.91M | 0.17% | −6,255−3.3% | Reduced |
| LSV Asset Management | 172,936 | $4.70M | 0.01% | −10,700−5.8% | Reduced |
| Banc Funds Co LLC | 156,354 | $4.25M | 0.32% | −7,836−4.8% | Reduced |
| FMR LLC | 130,080 | $3.53M | 0.00% | −2,500−1.9% | Reduced |
| Seizert Capital Partners, LLC | 121,366 | $3.29M | 0.15% | +38,391+46.3% | Added |
| BHZ Capital Management, LP | 115,594 | $3.14M | 1.24% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 113,531 | $3.08M | 0.00% | −20,214−15.1% | Reduced |
| Panagora Asset Management Inc | 112,061 | $3.04M | 0.02% | −1,661−1.5% | Reduced |
| Basswood Capital Management, L.L.C. | 97,568 | $2.65M | 0.12% | +58,153+147.5% | Added |
| Goldman Sachs Group Inc | 97,381 | $2.64M | 0.00% | +3,264+3.5% | Added |
| Morgan Stanley | 89,563 | $2.43M | 0.00% | +787+0.9% | Added |
| Hotchkis & Wiley Capital Management LLC | 85,740 | $2.33M | 0.01% | −600−0.7% | Reduced |
| Bridgeway Capital Management, LLC | 80,000 | $2.17M | 0.04% | 00.0% | Unchanged |
| Parametric Portfolio Associates LLC | 76,658 | $2.08M | 0.00% | +3,734+5.1% | Added |
| Walthausen & Co., LLC | 75,226 | $2.04M | 0.54% | −7,340−8.9% | Reduced |
| Assenagon Asset Management S.A. | 68,595 | $1.86M | 0.01% | +68,595 | New |
| Royal Bank of Canada | 53,764 | $1.46M | 0.00% | −352−0.7% | Reduced |
| Bank of America Corp | 53,681 | $1.46M | 0.00% | −8,358−13.5% | Reduced |
| American Century Companies Inc | 49,077 | $1.33M | 0.00% | +12,480+34.1% | Added |
| Jacobs Levy Equity Management, Inc | 49,035 | $1.33M | 0.01% | +1,991+4.2% | Added |
| Acadian Asset Management LLC | 47,287 | $1.28M | 0.00% | +9,611+25.5% | Added |
| JPMorgan Chase & Co | 44,682 | $1.21M | 0.00% | −2,797−5.9% | Reduced |
| Nuveen Asset Management, LLC | 45,053 | $1.17M | 0.00% | −5,052−10.1% | Reduced |
| Norges Bank | 41,112 | $1.12M | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 36,338 | $987.0K | 0.00% | +724+2.0% | Added |
| Two Sigma Advisers, LP | 34,100 | $926.0K | 0.00% | +1,900+5.9% | Added |
| Two Sigma Investments, LP | 32,111 | $872.0K | 0.00% | +3,059+10.5% | Added |
| Citadel Advisors LLC | 28,903 | $785.0K | 0.00% | −3,474−10.7% | Reduced |
| D. E. Shaw & Co., Inc. | 25,845 | $702.0K | 0.00% | −3,870−13.0% | Reduced |
| Gradient Investments LLC | 24,474 | $664.0K | 0.02% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 23,290 | $632.0K | 0.09% | +65+0.3% | Added |
| Rhumbline Advisers | 20,448 | $555.0K | 0.00% | −342−1.6% | Reduced |
| STRS Ohio | 20,200 | $548.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 17,044 | $463.0K | 0.00% | +11,305+197.0% | Added |
| Los Angeles Capital Management LLC | 15,901 | $432.0K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 15,658 | $425.0K | 0.00% | −1,889−10.8% | Reduced |
| Wells Fargo & Company | 14,703 | $399.0K | 0.00% | −10,899−42.6% | Reduced |
| Deutsche Bank AG | 14,071 | $382.0K | 0.00% | +437+3.2% | Added |
| Globeflex Capital L P | 13,793 | $374.0K | 0.08% | +13,793 | New |
| Voya Investment Management LLC | 13,708 | $372.0K | 0.00% | −52−0.4% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 13,490 | $366.0K | 0.00% | −3,300−19.7% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 12,125 | $329.0K | 0.11% | 00.0% | Unchanged |
| MKT Advisors LLC | 12,320 | $329.0K | 0.26% | +12,320 | New |
| New York State Common Retirement Fund | 12,012 | $326.0K | 0.00% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 11,804 | $320.0K | 0.02% | +1,200+11.3% | Added |
| Millennium Management LLC | 10,467 | $284.0K | 0.00% | −12,410−54.2% | Reduced |
| Alliancebernstein L.P. | 9,966 | $271.0K | 0.00% | 00.0% | Unchanged |
| Trexquant Investment LP | 9,562 | $260.0K | 0.02% | −1,180−11.0% | Reduced |
| Martingale Asset Management L P | 9,507 | $259.0K | 0.00% | +1,000+11.8% | Added |
| Federated Hermes, Inc. | 9,359 | $254.0K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 9,165 | $246.0K | 0.00% | −1,227−11.8% | Reduced |
| Laurel Wealth Advisors, Inc. | 8,934 | $243.0K | 0.02% | +8,934 | New |
| California State Teachers Retirement System | 7,735 | $210.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 7,463 | $203.0K | 0.00% | −223−2.9% | Reduced |
| UBS Group AG | 6,831 | $185.0K | 0.00% | +5,950+675.4% | Added |
| BNP Paribas Arbitrage, SA | 6,433 | $174.7K | 0.00% | +2,808+77.5% | Added |
| Allspring Global Investments Holdings, LLC | 5,901 | $160.0K | 0.00% | +5,901 | New |
| MetLife Investment Management | 5,841 | $158.6K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 5,721 | $155.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 4,227 | $115.0K | 0.00% | −5,039−54.4% | Reduced |
| Ford Financial Group, LLC | 4,000 | $108.0K | 0.04% | +4,000 | New |
| Metropolitan Life Insurance Co | 3,681 | $99.9K | 0.00% | +1,068+40.9% | Added |
| Citigroup Inc | 3,493 | $95.0K | 0.00% | +1,863+114.3% | Added |
| Spire Wealth Management | 3,060 | $83.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,243 | $34.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,159 | $31.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,127 | $31.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 991 | $27.0K | 0.00% | −372−27.3% | Reduced |
| Earnest Partners LLC | 600 | $16.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 510 | $14.0K | 0.00% | −3,600−87.6% | Reduced |
| The PNC Financial Services Group, Inc. | 300 | $8.00K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 311 | $8.00K | 0.00% | +8+2.6% | Added |
| Salem Investment Counselors Inc | 210 | $6.00K | 0.00% | +210 | New |
| CWM, LLC | 200 | $5.00K | 0.00% | +200 | New |
| Captrust Financial Advisors | 162 | $4.00K | 0.00% | −120−42.6% | Reduced |
| North Star Investment Management Corp. | 140 | $4.00K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 179 | $4.00K | 0.00% | +36+25.2% | Added |
| Aquatic Capital Management LLC | 100 | $3.00K | 0.01% | +100 | New |
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 2 | $0 | 0.00% | +2 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −41,646−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −14,016−100.0% | Sold out |
| Fourthstone LLC | 0 | $0 | 0.00% | −13,541−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −10,003−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −870−100.0% | Sold out |
| Ellis Investment Partners, LLC | 0 | $0 | 0.00% | −603−100.0% | Sold out |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |