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