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, Q1 2022
Institutional positions in Sierra Bancorp as of Mar 31, 2022. 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
- 91
- −1 vs. Q4 2021
- Shares held
- 8.10M
- −217.7K (−2.6%) vs. Q4 2021
- Total value
- $202.2M
- −$23.4M (−10.4%) vs. Q4 2021
- New holders
- 7
- 24 more added
- Sold out
- 8
- 37 more reduced
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Sierra Bancorp; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 1,262,675 | $31.5M | 0.00% | −1,254−0.1% | Reduced |
| Dimensional Fund Advisors LP | 1,060,113 | $26.5M | 0.01% | +2,225+0.2% | Added |
| Vanguard Group Inc | 675,658 | $16.9M | 0.00% | +4,752+0.7% | Added |
| Private Management Group Inc | 520,611 | $13.0M | 0.53% | −1,900−0.4% | Reduced |
| Renaissance Technologies LLC | 331,231 | $8.27M | 0.01% | −5,200−1.5% | Reduced |
| Manufacturers Life Insurance Company, The | 316,864 | $7.92M | 0.01% | −4,485−1.4% | Reduced |
| Ameriprise Financial Inc | 306,991 | $7.67M | 0.00% | +14,343+4.9% | Added |
| State Street Corp | 293,869 | $7.34M | 0.00% | +7,319+2.6% | Added |
| Northern Trust Corp | 255,530 | $6.38M | 0.00% | −9,316−3.5% | Reduced |
| Geode Capital Management, LLC | 244,056 | $6.10M | 0.00% | −24,103−9.0% | Reduced |
| Wellington Management Group LLP | 241,862 | $6.04M | 0.00% | −79,200−24.7% | Reduced |
| FMR LLC | 201,204 | $5.03M | 0.00% | +71,124+54.7% | Added |
| Foundry Partners, LLC | 177,485 | $4.43M | 0.23% | −3,375−1.9% | Reduced |
| LSV Asset Management | 160,736 | $4.01M | 0.01% | −12,200−7.1% | Reduced |
| Banc Funds Co LLC | 158,354 | $3.96M | 0.31% | +2,000+1.3% | Added |
| Bridgeway Capital Management, LLC | 133,000 | $3.32M | 0.06% | +53,000+66.3% | Added |
| Seizert Capital Partners, LLC | 121,463 | $3.03M | 0.14% | +97+0.1% | Added |
| BHZ Capital Management, LP | 116,794 | $2.92M | 1.12% | +1,200+1.0% | Added |
| Bank of New York Mellon Corp | 114,779 | $2.87M | 0.00% | +1,248+1.1% | Added |
| Panagora Asset Management Inc | 114,034 | $2.85M | 0.02% | +1,973+1.8% | Added |
| Goldman Sachs Group Inc | 108,375 | $2.71M | 0.00% | +10,994+11.3% | Added |
| Hotchkis & Wiley Capital Management LLC | 91,000 | $2.27M | 0.01% | +5,260+6.1% | Added |
| Morgan Stanley | 84,859 | $2.12M | 0.00% | −4,704−5.3% | Reduced |
| Parametric Portfolio Associates LLC | 75,926 | $1.90M | 0.00% | −732−1.0% | Reduced |
| Walthausen & Co., LLC | 75,746 | $1.89M | 0.53% | +520+0.7% | Added |
| Assenagon Asset Management S.A. | 67,494 | $1.69M | 0.01% | −1,101−1.6% | Reduced |
| American Century Companies Inc | 63,283 | $1.58M | 0.00% | +14,206+28.9% | Added |
| Acadian Asset Management LLC | 51,558 | $1.29M | 0.01% | +4,271+9.0% | Added |
| Jacobs Levy Equity Management, Inc | 47,651 | $1.19M | 0.01% | −1,384−2.8% | Reduced |
| Nuveen Asset Management, LLC | 45,568 | $1.17M | 0.00% | +515+1.1% | Added |
| Charles Schwab Investment Management Inc | 37,437 | $936.0K | 0.00% | +1,099+3.0% | Added |
| Two Sigma Advisers, LP | 33,700 | $842.0K | 0.00% | −400−1.2% | Reduced |
| Two Sigma Investments, LP | 29,174 | $729.0K | 0.00% | −2,937−9.1% | Reduced |
| JPMorgan Chase & Co | 27,938 | $698.0K | 0.00% | −16,744−37.5% | Reduced |
| Gradient Investments LLC | 24,474 | $611.0K | 0.02% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 23,938 | $598.0K | 0.00% | −1,907−7.4% | Reduced |
| Cornercap Investment Counsel Inc | 23,290 | $582.0K | 0.07% | 00.0% | Unchanged |
| Bank of America Corp | 22,673 | $566.0K | 0.00% | −31,008−57.8% | Reduced |
| Citadel Advisors LLC | 21,332 | $533.0K | 0.00% | −7,571−26.2% | Reduced |
| STRS Ohio | 20,200 | $504.0K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 18,822 | $470.0K | 0.00% | −1,626−8.0% | Reduced |
| Invesco Ltd. | 18,373 | $458.0K | 0.00% | +2,715+17.3% | Added |
| Los Angeles Capital Management LLC | 15,901 | $397.0K | 0.00% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 14,204 | $355.0K | 0.02% | +2,400+20.3% | Added |
| Globeflex Capital L P | 13,793 | $345.0K | 0.07% | 00.0% | Unchanged |
| Arvest Trust Co N A | 13,634 | $341.0K | 0.02% | +13,634 | New |
| Redmont Wealth Advisors LLC | 13,212 | $330.0K | 0.35% | +13,212 | New |
| Deutsche Bank AG | 13,173 | $329.0K | 0.00% | −898−6.4% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 12,125 | $303.0K | 0.13% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 12,032 | $301.0K | 0.00% | +20+0.2% | Added |
| Royal Bank of Canada | 11,090 | $278.0K | 0.00% | −42,674−79.4% | Reduced |
| MKT Advisors LLC | 12,320 | $270.0K | 0.20% | 00.0% | Unchanged |
| Voya Investment Management LLC | 10,446 | $261.0K | 0.00% | −3,262−23.8% | Reduced |
| Wells Fargo & Company | 10,123 | $253.0K | 0.00% | −4,580−31.2% | Reduced |
| Alliancebernstein L.P. | 9,966 | $249.0K | 0.00% | 00.0% | Unchanged |
| Martingale Asset Management L P | 9,607 | $241.0K | 0.00% | +100+1.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 9,600 | $240.0K | 0.00% | +9,600 | New |
| Federated Hermes, Inc. | 9,359 | $234.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 9,050 | $226.0K | 0.00% | +9,050 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 8,700 | $217.0K | 0.00% | −4,790−35.5% | Reduced |
| MetLife Investment Management | 8,620 | $215.3K | 0.00% | +2,779+47.6% | Added |
| Russell Investments Group, Ltd. | 8,337 | $207.0K | 0.00% | −828−9.0% | Reduced |
| American International Group, Inc. | 6,972 | $174.0K | 0.00% | −491−6.6% | Reduced |
| UBS Group AG | 6,828 | $171.0K | 0.00% | −30.0% | Reduced |
| California State Teachers Retirement System | 6,028 | $151.0K | 0.00% | −1,707−22.1% | Reduced |
| Public Employees Retirement System of Ohio | 5,721 | $143.0K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 5,487 | $137.0K | 0.00% | −414−7.0% | Reduced |
| Spire Wealth Management | 3,060 | $76.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 2,286 | $57.1K | 0.00% | −4,147−64.5% | Reduced |
| Barclays PLC | 2,279 | $56.0K | 0.00% | −14,765−86.6% | Reduced |
| Amalgamated Bank | 1,699 | $42.0K | 0.00% | +1,699 | New |
| Amalgamated Financial Corp. | 1,699 | $42.0K | 0.00% | +1,699 | New |
| Ameritas Investment Partners, Inc. | 1,243 | $31.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,159 | $29.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,127 | $28.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 904 | $23.0K | 0.00% | −87−8.8% | Reduced |
| Metropolitan Life Insurance Co | 902 | $22.5K | 0.00% | −2,779−75.5% | Reduced |
| Great West Life Assurance Co | 767 | $20.0K | 0.00% | +456+146.6% | Added |
| Citigroup Inc | 605 | $15.0K | 0.00% | −2,888−82.7% | Reduced |
| Earnest Partners LLC | 600 | $15.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 393 | $10.0K | 0.00% | +393 | New |
| Nisa Investment Advisors, LLC | 360 | $9.00K | 0.00% | −150−29.4% | Reduced |
| The PNC Financial Services Group, Inc. | 300 | $7.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 210 | $5.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 161 | $4.00K | 0.00% | −1−0.6% | Reduced |
| Advisor Group Holdings, Inc. | 179 | $4.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 140 | $3.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Basswood Capital Management, L.L.C. | 0 | $0 | 0.00% | −97,568−100.0% | Sold out |
| Norges Bank | 0 | $0 | 0.00% | −41,112−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −10,467−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −9,562−100.0% | Sold out |
| Laurel Wealth Advisors, Inc. | 0 | $0 | 0.00% | −8,934−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −4,227−100.0% | Sold out |
| Ford Financial Group, LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |