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 |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Credit Suisse AG | 14 | $0 | 0.00% | +14 | New |
| Captrust Financial Advisors | 33 | $1.00K | 0.00% | −128−79.5% | Reduced |
| North Star Investment Management Corp. | 140 | $3.00K | 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 |
| Salem Investment Counselors Inc | 210 | $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 | $8.00K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 500 | $11.0K | 0.00% | −6,328−92.7% | 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 |
| Barclays PLC | 689 | $15.0K | 0.00% | −1,590−69.8% | Reduced |
| 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 |
| Metropolitan Life Insurance Co | 902 | $19.6K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,004 | $22.0K | 0.00% | +399+66.0% | Added |
| Whittier Trust Co | 1,159 | $25.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,180 | $26.0K | 0.00% | +53+4.7% | Added |
| Ameritas Investment Partners, Inc. | 1,243 | $27.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,530 | $33.0K | 0.00% | −1,530−50.0% | Reduced |
| Amalgamated Bank | 1,756 | $38.0K | 0.00% | +57+3.4% | Added |
| Wells Fargo & Company | 2,126 | $46.0K | 0.00% | −7,997−79.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 2,600 | $56.0K | 0.00% | −7,000−72.9% | Reduced |
| BNP Paribas Arbitrage, SA | 3,389 | $73.6K | 0.00% | +1,103+48.3% | Added |
| SG Americas Securities, LLC | 5,485 | $119.0K | 0.00% | +5,485 | New |
| Public Employees Retirement System of Ohio | 5,721 | $124.0K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 5,876 | $128.0K | 0.00% | −152−2.5% | Reduced |
| American International Group, Inc. | 6,431 | $140.0K | 0.00% | −541−7.8% | Reduced |
| Russell Investments Group, Ltd. | 7,955 | $172.0K | 0.00% | −382−4.6% | Reduced |
| MetLife Investment Management | 8,620 | $187.3K | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 9,278 | $202.0K | 0.00% | −14,660−61.2% | Reduced |
| Federated Hermes, Inc. | 9,359 | $203.0K | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 10,266 | $223.0K | 0.00% | +300+3.0% | Added |
| Royal Bank of Canada | 10,311 | $225.0K | 0.00% | −779−7.0% | Reduced |
| Martingale Asset Management L P | 11,007 | $240.0K | 0.00% | +1,400+14.6% | Added |
| New York State Common Retirement Fund | 11,991 | $261.0K | 0.00% | −41−0.3% | Reduced |
| MKT Advisors LLC | 12,320 | $262.0K | 0.20% | 00.0% | Unchanged |
| Deutsche Bank AG | 12,211 | $266.0K | 0.00% | −962−7.3% | Reduced |
| Strategic Wealth Advisors Group, LLC | 13,445 | $292.0K | 0.01% | +13,445 | New |
| Globeflex Capital L P | 13,793 | $300.0K | 0.07% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 14,212 | $309.0K | 0.38% | +1,000+7.6% | Added |
| Prelude Capital Management, LLC | 15,642 | $340.0K | 0.02% | +1,438+10.1% | Added |
| Los Angeles Capital Management LLC | 15,901 | $346.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 18,185 | $396.0K | 0.00% | −4,488−19.8% | Reduced |
| Rhumbline Advisers | 19,901 | $432.0K | 0.00% | +1,079+5.7% | Added |
| Acadian Asset Management LLC | 20,563 | $447.0K | 0.00% | −30,995−60.1% | Reduced |
| STRS Ohio | 21,400 | $465.0K | 0.00% | +1,200+5.9% | Added |
| Citadel Advisors LLC | 22,489 | $488.0K | 0.00% | +1,157+5.4% | Added |
| Two Sigma Investments, LP | 23,943 | $520.0K | 0.00% | −5,231−17.9% | Reduced |
| Invesco Ltd. | 24,211 | $526.0K | 0.00% | +5,838+31.8% | Added |
| Gradient Investments LLC | 24,474 | $532.0K | 0.02% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 29,800 | $648.0K | 0.00% | −3,900−11.6% | Reduced |
| Charles Schwab Investment Management Inc | 34,885 | $759.0K | 0.00% | −2,552−6.8% | Reduced |
| Nuveen Asset Management, LLC | 45,070 | $979.0K | 0.00% | −498−1.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 46,815 | $1.02M | 0.01% | −836−1.8% | Reduced |
| Walthausen & Co., LLC | 50,460 | $1.10M | 0.49% | −25,286−33.4% | Reduced |
| Assenagon Asset Management S.A. | 67,136 | $1.46M | 0.01% | −358−0.5% | Reduced |
| JPMorgan Chase & Co | 78,982 | $1.72M | 0.00% | +51,044+182.7% | Added |
| American Century Companies Inc | 79,090 | $1.72M | 0.00% | +15,807+25.0% | Added |
| Fourthstone LLC | 80,968 | $1.76M | 0.70% | +80,968 | New |
| Hotchkis & Wiley Capital Management LLC | 96,402 | $2.10M | 0.01% | +5,402+5.9% | Added |
| Panagora Asset Management Inc | 101,208 | $2.20M | 0.01% | −12,826−11.2% | Reduced |
| Goldman Sachs Group Inc | 102,988 | $2.24M | 0.00% | −5,387−5.0% | Reduced |
| Bank of New York Mellon Corp | 108,663 | $2.36M | 0.00% | −6,116−5.3% | Reduced |
| Seizert Capital Partners, LLC | 121,301 | $2.64M | 0.14% | −162−0.1% | Reduced |
| BHZ Capital Management, LP | 129,291 | $2.81M | 1.37% | +12,497+10.7% | Added |
| Bridgeway Capital Management, LLC | 133,000 | $2.89M | 0.07% | 00.0% | Unchanged |
| Morgan Stanley | 137,504 | $2.99M | 0.00% | +52,645+62.0% | Added |
| LSV Asset Management | 157,036 | $3.41M | 0.01% | −3,700−2.3% | Reduced |
| Banc Funds Co LLC | 161,544 | $3.51M | 0.32% | +3,190+2.0% | Added |
| Foundry Partners, LLC | 177,485 | $3.86M | 0.23% | 00.0% | Unchanged |
| FMR LLC | 186,868 | $4.06M | 0.00% | −14,336−7.1% | Reduced |
| Wellington Management Group LLP | 206,746 | $4.49M | 0.00% | −35,116−14.5% | Reduced |
| Geode Capital Management, LLC | 240,583 | $5.23M | 0.00% | −3,473−1.4% | Reduced |
| Northern Trust Corp | 250,104 | $5.43M | 0.00% | −5,426−2.1% | Reduced |
| Renaissance Technologies LLC | 285,731 | $6.21M | 0.01% | −45,500−13.7% | Reduced |
| State Street Corp | 304,881 | $6.63M | 0.00% | +11,012+3.7% | Added |
| Manufacturers Life Insurance Company, The | 314,457 | $6.83M | 0.00% | −2,407−0.8% | Reduced |
| Ameriprise Financial Inc | 326,142 | $7.09M | 0.00% | +19,151+6.2% | Added |
| Private Management Group Inc | 527,083 | $11.5M | 0.50% | +6,472+1.2% | Added |
| Vanguard Group Inc | 663,197 | $14.4M | 0.00% | −12,461−1.8% | Reduced |
| Dimensional Fund Advisors LP | 1,084,484 | $23.6M | 0.01% | +24,371+2.3% | Added |
| BlackRock Inc. | 1,267,207 | $27.5M | 0.00% | +4,532+0.4% | Added |
| 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 |