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, Q3 2022
Institutional positions in Sierra Bancorp as of Sep 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
- 80
- −5 vs. Q2 2022
- Shares held
- 7.85M
- −143.9K (−1.8%) vs. Q2 2022
- Total value
- $155.1M
- −$18.7M (−10.7%) vs. Q2 2022
- New holders
- 3
- 27 more added
- Sold out
- 8
- 25 more reduced
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Sierra Bancorp; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 1,246,786 | $24.6M | 0.00% | −20,421−1.6% | Reduced |
| Dimensional Fund Advisors LP | 1,083,028 | $21.4M | 0.01% | −1,456−0.1% | Reduced |
| Vanguard Group Inc | 661,009 | $13.1M | 0.00% | −2,188−0.3% | Reduced |
| Private Management Group Inc | 543,110 | $10.7M | 0.50% | +16,027+3.0% | Added |
| Fourthstone LLC | 355,710 | $7.03M | 2.26% | +274,742+339.3% | Added |
| Ameriprise Financial Inc | 341,569 | $6.75M | 0.00% | +15,427+4.7% | Added |
| Manufacturers Life Insurance Company, The | 336,022 | $6.64M | 0.00% | +21,565+6.9% | Added |
| State Street Corp | 299,241 | $5.91M | 0.00% | −5,640−1.8% | Reduced |
| Renaissance Technologies LLC | 254,062 | $5.02M | 0.01% | −31,669−11.1% | Reduced |
| Northern Trust Corp | 246,938 | $4.88M | 0.00% | −3,166−1.3% | Reduced |
| Geode Capital Management, LLC | 243,008 | $4.80M | 0.00% | +2,425+1.0% | Added |
| FMR LLC | 181,890 | $3.59M | 0.00% | −4,978−2.7% | Reduced |
| Foundry Partners, LLC | 180,015 | $3.56M | 0.22% | +2,530+1.4% | Added |
| Banc Funds Co LLC | 161,544 | $3.19M | 0.29% | 00.0% | Unchanged |
| Morgan Stanley | 142,988 | $2.82M | 0.00% | +5,484+4.0% | Added |
| BHZ Capital Management, LP | 139,415 | $2.75M | 1.41% | +10,124+7.8% | Added |
| LSV Asset Management | 135,936 | $2.69M | 0.01% | −21,100−13.4% | Reduced |
| Bridgeway Capital Management, LLC | 133,000 | $2.63M | 0.07% | 00.0% | Unchanged |
| Seizert Capital Partners, LLC | 121,301 | $2.40M | 0.14% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 113,358 | $2.24M | 0.00% | +4,695+4.3% | Added |
| Hotchkis & Wiley Capital Management LLC | 105,302 | $2.08M | 0.01% | +8,900+9.2% | Added |
| Goldman Sachs Group Inc | 100,745 | $1.99M | 0.00% | −2,243−2.2% | Reduced |
| American Century Companies Inc | 80,765 | $1.59M | 0.00% | +1,675+2.1% | Added |
| JPMorgan Chase & Co | 75,709 | $1.50M | 0.00% | −3,273−4.1% | Reduced |
| Panagora Asset Management Inc | 66,763 | $1.32M | 0.01% | −34,445−34.0% | Reduced |
| Nuveen Asset Management, LLC | 43,292 | $855.0K | 0.00% | −1,778−3.9% | Reduced |
| Charles Schwab Investment Management Inc | 36,313 | $718.0K | 0.00% | +1,428+4.1% | Added |
| Two Sigma Advisers, LP | 33,200 | $656.0K | 0.00% | +3,400+11.4% | Added |
| Jacobs Levy Equity Management, Inc | 30,810 | $608.0K | 0.00% | −16,005−34.2% | Reduced |
| Two Sigma Investments, LP | 29,560 | $584.0K | 0.00% | +5,617+23.5% | Added |
| Citadel Advisors LLC | 25,654 | $506.0K | 0.00% | +3,165+14.1% | Added |
| Gradient Investments LLC | 24,474 | $483.0K | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 21,400 | $422.0K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 21,111 | $417.0K | 0.00% | +1,210+6.1% | Added |
| Invesco Ltd. | 19,492 | $385.0K | 0.00% | −4,719−19.5% | Reduced |
| Bank of America Corp | 17,766 | $351.0K | 0.00% | −419−2.3% | Reduced |
| Redmont Wealth Advisors LLC | 15,677 | $310.0K | 0.40% | +1,465+10.3% | Added |
| Assenagon Asset Management S.A. | 15,365 | $303.0K | 0.00% | −51,771−77.1% | Reduced |
| Strategic Wealth Advisors Group, LLC | 14,645 | $289.0K | 0.01% | +1,200+8.9% | Added |
| Globeflex Capital L P | 13,793 | $272.0K | 0.05% | 00.0% | Unchanged |
| Martingale Asset Management L P | 13,607 | $269.0K | 0.01% | +2,600+23.6% | Added |
| MKT Advisors LLC | 12,320 | $243.0K | 0.21% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 12,026 | $238.0K | 0.00% | +35+0.3% | Added |
| Deutsche Bank AG | 11,295 | $223.0K | 0.00% | −916−7.5% | Reduced |
| Royal Bank of Canada | 11,107 | $219.0K | 0.00% | +796+7.7% | Added |
| Alliancebernstein L.P. | 10,266 | $203.0K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 9,359 | $185.0K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 8,620 | $170.2K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 6,523 | $129.0K | 0.00% | +92+1.4% | Added |
| Public Employees Retirement System of Ohio | 5,721 | $113.0K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 5,525 | $107.0K | 0.00% | −2,430−30.5% | Reduced |
| California State Teachers Retirement System | 5,424 | $107.0K | 0.00% | −452−7.7% | Reduced |
| BNP Paribas Arbitrage, SA | 4,180 | $82.6K | 0.00% | +791+23.3% | Added |
| Tower Research Capital LLC (TRC) | 2,991 | $60.0K | 0.00% | +2,197+276.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 2,600 | $51.0K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 2,128 | $42.0K | 0.00% | −18,435−89.7% | Reduced |
| Wells Fargo & Company | 1,986 | $40.0K | 0.00% | −140−6.6% | Reduced |
| Amalgamated Bank | 1,756 | $35.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,243 | $24.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,180 | $23.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,159 | $23.0K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1,134 | $22.0K | 0.00% | +912+410.8% | Added |
| Spire Wealth Management | 1,085 | $21.0K | 0.00% | −445−29.1% | Reduced |
| Metropolitan Life Insurance Co | 902 | $17.8K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 779 | $15.0K | 0.00% | +172+28.3% | Added |
| Barclays PLC | 631 | $13.0K | 0.00% | −58−8.4% | Reduced |
| Earnest Partners LLC | 600 | $12.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 500 | $10.0K | 0.00% | 00.0% | Unchanged |
| Gladius Capital Management LP | 442 | $9.00K | 0.00% | +442 | New |
| Nisa Investment Advisors, LLC | 360 | $8.00K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 311 | $6.00K | 0.00% | −693−69.0% | Reduced |
| The PNC Financial Services Group, Inc. | 300 | $6.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 210 | $4.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 140 | $3.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 127 | $3.00K | 0.00% | +127 | New |
| Advisor Group Holdings, Inc. | 54 | $1.00K | 0.00% | −161−74.9% | Reduced |
| Credit Suisse AG | 76 | $1.00K | 0.00% | +62+442.9% | Added |
| Crewe Advisors LLC | 69 | $1.00K | 0.00% | +69 | New |
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −206,746−100.0% | Sold out |
| Walthausen & Co., LLC | 0 | $0 | 0.00% | −50,460−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −15,901−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −15,642−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −9,278−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −5,485−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −765−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −33−100.0% | Sold out |