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, Q2 2022
Institutional positions in Sierra Bancorp as of Jun 30, 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
- 85
- −4 vs. Q1 2022
- Shares held
- 7.99M
- −24.5K (−0.3%) vs. Q1 2022
- Total value
- $173.7M
- −$26.6M (−13.3%) vs. Q1 2022
- New holders
- 5
- 24 more added
- Sold out
- 9
- 37 more reduced
2 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Sierra Bancorp; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 1,267,207 | $27.5M | 0.00% | +4,532+0.4% | Added |
| Dimensional Fund Advisors LP | 1,084,484 | $23.6M | 0.01% | +24,371+2.3% | Added |
| Vanguard Group Inc | 663,197 | $14.4M | 0.00% | −12,461−1.8% | Reduced |
| Private Management Group Inc | 527,083 | $11.5M | 0.50% | +6,472+1.2% | Added |
| Ameriprise Financial Inc | 326,142 | $7.09M | 0.00% | +19,151+6.2% | Added |
| Manufacturers Life Insurance Company, The | 314,457 | $6.83M | 0.00% | −2,407−0.8% | Reduced |
| State Street Corp | 304,881 | $6.63M | 0.00% | +11,012+3.7% | Added |
| Renaissance Technologies LLC | 285,731 | $6.21M | 0.01% | −45,500−13.7% | Reduced |
| Northern Trust Corp | 250,104 | $5.43M | 0.00% | −5,426−2.1% | Reduced |
| Geode Capital Management, LLC | 240,583 | $5.23M | 0.00% | −3,473−1.4% | Reduced |
| Wellington Management Group LLP | 206,746 | $4.49M | 0.00% | −35,116−14.5% | Reduced |
| FMR LLC | 186,868 | $4.06M | 0.00% | −14,336−7.1% | Reduced |
| Foundry Partners, LLC | 177,485 | $3.86M | 0.23% | 00.0% | Unchanged |
| Banc Funds Co LLC | 161,544 | $3.51M | 0.32% | +3,190+2.0% | Added |
| LSV Asset Management | 157,036 | $3.41M | 0.01% | −3,700−2.3% | Reduced |
| Morgan Stanley | 137,504 | $2.99M | 0.00% | +52,645+62.0% | Added |
| Bridgeway Capital Management, LLC | 133,000 | $2.89M | 0.07% | 00.0% | Unchanged |
| BHZ Capital Management, LP | 129,291 | $2.81M | 1.37% | +12,497+10.7% | Added |
| Seizert Capital Partners, LLC | 121,301 | $2.64M | 0.14% | −162−0.1% | Reduced |
| Bank of New York Mellon Corp | 108,663 | $2.36M | 0.00% | −6,116−5.3% | Reduced |
| Goldman Sachs Group Inc | 102,988 | $2.24M | 0.00% | −5,387−5.0% | Reduced |
| Panagora Asset Management Inc | 101,208 | $2.20M | 0.01% | −12,826−11.2% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 96,402 | $2.10M | 0.01% | +5,402+5.9% | Added |
| Fourthstone LLC | 80,968 | $1.76M | 0.70% | +80,968 | New |
| American Century Companies Inc | 79,090 | $1.72M | 0.00% | +15,807+25.0% | Added |
| JPMorgan Chase & Co | 78,982 | $1.72M | 0.00% | +51,044+182.7% | Added |
| Assenagon Asset Management S.A. | 67,136 | $1.46M | 0.01% | −358−0.5% | Reduced |
| Walthausen & Co., LLC | 50,460 | $1.10M | 0.49% | −25,286−33.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 46,815 | $1.02M | 0.01% | −836−1.8% | Reduced |
| Nuveen Asset Management, LLC | 45,070 | $979.0K | 0.00% | −498−1.1% | Reduced |
| Charles Schwab Investment Management Inc | 34,885 | $759.0K | 0.00% | −2,552−6.8% | Reduced |
| Two Sigma Advisers, LP | 29,800 | $648.0K | 0.00% | −3,900−11.6% | Reduced |
| Gradient Investments LLC | 24,474 | $532.0K | 0.02% | 00.0% | Unchanged |
| Invesco Ltd. | 24,211 | $526.0K | 0.00% | +5,838+31.8% | Added |
| Two Sigma Investments, LP | 23,943 | $520.0K | 0.00% | −5,231−17.9% | Reduced |
| Citadel Advisors LLC | 22,489 | $488.0K | 0.00% | +1,157+5.4% | Added |
| STRS Ohio | 21,400 | $465.0K | 0.00% | +1,200+5.9% | Added |
| Acadian Asset Management LLC | 20,563 | $447.0K | 0.00% | −30,995−60.1% | Reduced |
| Rhumbline Advisers | 19,901 | $432.0K | 0.00% | +1,079+5.7% | Added |
| Bank of America Corp | 18,185 | $396.0K | 0.00% | −4,488−19.8% | Reduced |
| Los Angeles Capital Management LLC | 15,901 | $346.0K | 0.00% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 15,642 | $340.0K | 0.02% | +1,438+10.1% | Added |
| Redmont Wealth Advisors LLC | 14,212 | $309.0K | 0.38% | +1,000+7.6% | Added |
| Globeflex Capital L P | 13,793 | $300.0K | 0.07% | 00.0% | Unchanged |
| Strategic Wealth Advisors Group, LLC | 13,445 | $292.0K | 0.01% | +13,445 | New |
| Deutsche Bank AG | 12,211 | $266.0K | 0.00% | −962−7.3% | Reduced |
| MKT Advisors LLC | 12,320 | $262.0K | 0.20% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 11,991 | $261.0K | 0.00% | −41−0.3% | Reduced |
| Martingale Asset Management L P | 11,007 | $240.0K | 0.00% | +1,400+14.6% | Added |
| Royal Bank of Canada | 10,311 | $225.0K | 0.00% | −779−7.0% | Reduced |
| Alliancebernstein L.P. | 10,266 | $223.0K | 0.00% | +300+3.0% | Added |
| Federated Hermes, Inc. | 9,359 | $203.0K | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 9,278 | $202.0K | 0.00% | −14,660−61.2% | Reduced |
| MetLife Investment Management | 8,620 | $187.3K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 7,955 | $172.0K | 0.00% | −382−4.6% | Reduced |
| American International Group, Inc. | 6,431 | $140.0K | 0.00% | −541−7.8% | Reduced |
| California State Teachers Retirement System | 5,876 | $128.0K | 0.00% | −152−2.5% | Reduced |
| Public Employees Retirement System of Ohio | 5,721 | $124.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 5,485 | $119.0K | 0.00% | +5,485 | New |
| BNP Paribas Arbitrage, SA | 3,389 | $73.6K | 0.00% | +1,103+48.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 2,600 | $56.0K | 0.00% | −7,000−72.9% | Reduced |
| Wells Fargo & Company | 2,126 | $46.0K | 0.00% | −7,997−79.0% | Reduced |
| Amalgamated Bank | 1,756 | $38.0K | 0.00% | +57+3.4% | Added |
| Spire Wealth Management | 1,530 | $33.0K | 0.00% | −1,530−50.0% | Reduced |
| Ameritas Investment Partners, Inc. | 1,243 | $27.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,180 | $26.0K | 0.00% | +53+4.7% | Added |
| Whittier Trust Co | 1,159 | $25.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,004 | $22.0K | 0.00% | +399+66.0% | Added |
| Metropolitan Life Insurance Co | 902 | $19.6K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 794 | $17.0K | 0.00% | −110−12.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 765 | $17.0K | 0.00% | +765 | New |
| Barclays PLC | 689 | $15.0K | 0.00% | −1,590−69.8% | Reduced |
| Great West Life Assurance Co | 607 | $13.0K | 0.00% | −160−20.9% | Reduced |
| Earnest Partners LLC | 600 | $13.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 500 | $11.0K | 0.00% | −6,328−92.7% | Reduced |
| Nisa Investment Advisors, LLC | 360 | $8.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Allspring Global Investments Holdings, LLC | 222 | $4.00K | 0.00% | −5,265−96.0% | Reduced |
| CWM, LLC | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 215 | $4.00K | 0.00% | +36+20.1% | Added |
| North Star Investment Management Corp. | 140 | $3.00K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 33 | $1.00K | 0.00% | −128−79.5% | Reduced |
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Credit Suisse AG | 14 | $0 | 0.00% | +14 | New |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −23,290−100.0% | Sold out |
| Arvest Trust Co N A | 0 | $0 | 0.00% | −13,634−100.0% | Sold out |
| Pacific Wealth Strategies Group, Inc. | 0 | $0 | 0.00% | −12,125−100.0% | Sold out |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −10,446−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −9,050−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −8,700−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −393−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| Amalgamated Financial Corp. | – | – | – | – | Not filed |