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 |
|---|---|---|---|---|---|
| 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 |
| Aquatic Capital Management LLC | 100 | $3.00K | 0.01% | +100 | 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 |
| CWM, LLC | 200 | $5.00K | 0.00% | +200 | New |
| Salem Investment Counselors Inc | 210 | $6.00K | 0.00% | +210 | New |
| 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 |
| Nisa Investment Advisors, LLC | 510 | $14.0K | 0.00% | −3,600−87.6% | Reduced |
| Earnest Partners LLC | 600 | $16.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 991 | $27.0K | 0.00% | −372−27.3% | Reduced |
| 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 |
| Ameritas Investment Partners, Inc. | 1,243 | $34.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 3,060 | $83.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 3,493 | $95.0K | 0.00% | +1,863+114.3% | Added |
| Metropolitan Life Insurance Co | 3,681 | $99.9K | 0.00% | +1,068+40.9% | Added |
| Ford Financial Group, LLC | 4,000 | $108.0K | 0.04% | +4,000 | New |
| SG Americas Securities, LLC | 4,227 | $115.0K | 0.00% | −5,039−54.4% | Reduced |
| Public Employees Retirement System of Ohio | 5,721 | $155.0K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 5,841 | $158.6K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 5,901 | $160.0K | 0.00% | +5,901 | New |
| BNP Paribas Arbitrage, SA | 6,433 | $174.7K | 0.00% | +2,808+77.5% | Added |
| UBS Group AG | 6,831 | $185.0K | 0.00% | +5,950+675.4% | Added |
| American International Group, Inc. | 7,463 | $203.0K | 0.00% | −223−2.9% | Reduced |
| California State Teachers Retirement System | 7,735 | $210.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 8,934 | $243.0K | 0.02% | +8,934 | New |
| Russell Investments Group, Ltd. | 9,165 | $246.0K | 0.00% | −1,227−11.8% | Reduced |
| Federated Hermes, Inc. | 9,359 | $254.0K | 0.00% | 00.0% | Unchanged |
| Martingale Asset Management L P | 9,507 | $259.0K | 0.00% | +1,000+11.8% | Added |
| Trexquant Investment LP | 9,562 | $260.0K | 0.02% | −1,180−11.0% | Reduced |
| Alliancebernstein L.P. | 9,966 | $271.0K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 10,467 | $284.0K | 0.00% | −12,410−54.2% | Reduced |
| Prelude Capital Management, LLC | 11,804 | $320.0K | 0.02% | +1,200+11.3% | Added |
| New York State Common Retirement Fund | 12,012 | $326.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 13,490 | $366.0K | 0.00% | −3,300−19.7% | Reduced |
| Voya Investment Management LLC | 13,708 | $372.0K | 0.00% | −52−0.4% | Reduced |
| Globeflex Capital L P | 13,793 | $374.0K | 0.08% | +13,793 | New |
| Deutsche Bank AG | 14,071 | $382.0K | 0.00% | +437+3.2% | Added |
| Wells Fargo & Company | 14,703 | $399.0K | 0.00% | −10,899−42.6% | Reduced |
| Invesco Ltd. | 15,658 | $425.0K | 0.00% | −1,889−10.8% | Reduced |
| Los Angeles Capital Management LLC | 15,901 | $432.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 17,044 | $463.0K | 0.00% | +11,305+197.0% | Added |
| STRS Ohio | 20,200 | $548.0K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 20,448 | $555.0K | 0.00% | −342−1.6% | Reduced |
| Cornercap Investment Counsel Inc | 23,290 | $632.0K | 0.09% | +65+0.3% | Added |
| Gradient Investments LLC | 24,474 | $664.0K | 0.02% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 25,845 | $702.0K | 0.00% | −3,870−13.0% | Reduced |
| Citadel Advisors LLC | 28,903 | $785.0K | 0.00% | −3,474−10.7% | Reduced |
| Two Sigma Investments, LP | 32,111 | $872.0K | 0.00% | +3,059+10.5% | Added |
| Two Sigma Advisers, LP | 34,100 | $926.0K | 0.00% | +1,900+5.9% | Added |
| Charles Schwab Investment Management Inc | 36,338 | $987.0K | 0.00% | +724+2.0% | Added |
| Norges Bank | 41,112 | $1.12M | 0.00% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 45,053 | $1.17M | 0.00% | −5,052−10.1% | Reduced |
| JPMorgan Chase & Co | 44,682 | $1.21M | 0.00% | −2,797−5.9% | Reduced |
| Acadian Asset Management LLC | 47,287 | $1.28M | 0.00% | +9,611+25.5% | Added |
| Jacobs Levy Equity Management, Inc | 49,035 | $1.33M | 0.01% | +1,991+4.2% | Added |
| American Century Companies Inc | 49,077 | $1.33M | 0.00% | +12,480+34.1% | Added |
| Bank of America Corp | 53,681 | $1.46M | 0.00% | −8,358−13.5% | Reduced |
| Royal Bank of Canada | 53,764 | $1.46M | 0.00% | −352−0.7% | Reduced |
| Assenagon Asset Management S.A. | 68,595 | $1.86M | 0.01% | +68,595 | New |
| Walthausen & Co., LLC | 75,226 | $2.04M | 0.54% | −7,340−8.9% | Reduced |
| Parametric Portfolio Associates LLC | 76,658 | $2.08M | 0.00% | +3,734+5.1% | Added |
| Bridgeway Capital Management, LLC | 80,000 | $2.17M | 0.04% | 00.0% | Unchanged |
| Hotchkis & Wiley Capital Management LLC | 85,740 | $2.33M | 0.01% | −600−0.7% | Reduced |
| Morgan Stanley | 89,563 | $2.43M | 0.00% | +787+0.9% | Added |
| Goldman Sachs Group Inc | 97,381 | $2.64M | 0.00% | +3,264+3.5% | Added |
| Basswood Capital Management, L.L.C. | 97,568 | $2.65M | 0.12% | +58,153+147.5% | Added |
| Panagora Asset Management Inc | 112,061 | $3.04M | 0.02% | −1,661−1.5% | Reduced |
| Bank of New York Mellon Corp | 113,531 | $3.08M | 0.00% | −20,214−15.1% | Reduced |
| BHZ Capital Management, LP | 115,594 | $3.14M | 1.24% | 00.0% | Unchanged |
| Seizert Capital Partners, LLC | 121,366 | $3.29M | 0.15% | +38,391+46.3% | Added |
| FMR LLC | 130,080 | $3.53M | 0.00% | −2,500−1.9% | Reduced |
| Banc Funds Co LLC | 156,354 | $4.25M | 0.32% | −7,836−4.8% | Reduced |
| LSV Asset Management | 172,936 | $4.70M | 0.01% | −10,700−5.8% | Reduced |
| Foundry Partners, LLC | 180,860 | $4.91M | 0.17% | −6,255−3.3% | Reduced |
| Northern Trust Corp | 264,846 | $7.19M | 0.00% | −5,240−1.9% | Reduced |
| Geode Capital Management, LLC | 268,159 | $7.28M | 0.00% | +3,826+1.4% | Added |
| State Street Corp | 286,550 | $7.78M | 0.00% | −3,732−1.3% | Reduced |
| Ameriprise Financial Inc | 292,648 | $7.95M | 0.00% | +65,708+29.0% | Added |
| Wellington Management Group LLP | 321,062 | $8.72M | 0.00% | −22,184−6.5% | Reduced |
| Manufacturers Life Insurance Company, The | 321,349 | $8.72M | 0.01% | +5,560+1.8% | Added |
| Renaissance Technologies LLC | 336,431 | $9.13M | 0.01% | −23,000−6.4% | Reduced |
| Private Management Group Inc | 522,511 | $14.2M | 0.57% | −90.0% | Reduced |
| Vanguard Group Inc | 670,906 | $18.2M | 0.00% | +51,584+8.3% | Added |
| Dimensional Fund Advisors LP | 1,057,888 | $28.7M | 0.01% | −43,414−3.9% | Reduced |
| BlackRock Inc. | 1,263,929 | $34.3M | 0.00% | −10,456−0.8% | Reduced |
| 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 |