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