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, Q4 2022
Institutional positions in Sierra Bancorp as of Dec 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
- 85
- +6 vs. Q3 2022
- Shares held
- 8.06M
- +227.0K (+2.9%) vs. Q3 2022
- Total value
- $171.3M
- +$16.5M (+10.7%) vs. Q3 2022
- New holders
- 8
- 30 more added
- Sold out
- 2
- 31 more reduced
1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Sierra Bancorp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 1,288,939 | $27.4M | 0.00% | +42,153+3.4% | Added |
| Dimensional Fund Advisors LP | 1,090,507 | $23.2M | 0.01% | +7,479+0.7% | Added |
| Vanguard Group Inc | 665,575 | $14.1M | 0.00% | +4,566+0.7% | Added |
| Private Management Group Inc | 538,164 | $11.4M | 0.51% | −4,946−0.9% | Reduced |
| Manufacturers Life Insurance Company, The | 460,816 | $9.79M | 0.01% | +124,794+37.1% | Added |
| Banc Funds Co LLC | 426,478 | $9.06M | 0.80% | +264,934+164.0% | Added |
| Ameriprise Financial Inc | 338,198 | $7.18M | 0.00% | −3,371−1.0% | Reduced |
| State Street Corp | 298,051 | $6.33M | 0.00% | −1,190−0.4% | Reduced |
| Northern Trust Corp | 244,991 | $5.20M | 0.00% | −1,947−0.8% | Reduced |
| Geode Capital Management, LLC | 244,497 | $5.19M | 0.00% | +1,489+0.6% | Added |
| Renaissance Technologies LLC | 241,231 | $5.12M | 0.01% | −12,831−5.1% | Reduced |
| FMR LLC | 165,224 | $3.51M | 0.00% | −16,666−9.2% | Reduced |
| Foundry Partners, LLC | 141,170 | $3.00M | 0.17% | −38,845−21.6% | Reduced |
| Morgan Stanley | 139,250 | $2.96M | 0.00% | −3,738−2.6% | Reduced |
| BHZ Capital Management, LP | 138,815 | $2.95M | 1.47% | −600−0.4% | Reduced |
| Bridgeway Capital Management, LLC | 133,000 | $2.82M | 0.07% | 00.0% | Unchanged |
| LSV Asset Management | 130,694 | $2.78M | 0.01% | −5,242−3.9% | Reduced |
| Seizert Capital Partners, LLC | 111,444 | $2.37M | 0.13% | −9,857−8.1% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 110,902 | $2.36M | 0.01% | +5,600+5.3% | Added |
| Bank of New York Mellon Corp | 104,500 | $2.22M | 0.00% | −8,858−7.8% | Reduced |
| Goldman Sachs Group Inc | 85,073 | $1.81M | 0.00% | −15,672−15.6% | Reduced |
| American Century Companies Inc | 81,642 | $1.73M | 0.00% | +877+1.1% | Added |
| JPMorgan Chase & Co | 78,797 | $1.67M | 0.00% | +3,088+4.1% | Added |
| Assenagon Asset Management S.A. | 63,775 | $1.35M | 0.01% | +48,410+315.1% | Added |
| Integris Wealth Management, LLC | 58,946 | $1.25M | 0.49% | +58,946 | New |
| Millennium Management LLC | 49,491 | $1.05M | 0.00% | +49,491 | New |
| Panagora Asset Management Inc | 49,040 | $1.04M | 0.01% | −17,723−26.5% | Reduced |
| Two Sigma Advisers, LP | 38,900 | $826.2K | 0.00% | +5,700+17.2% | Added |
| Nuveen Asset Management, LLC | 37,305 | $793.0K | 0.00% | −5,987−13.8% | Reduced |
| Charles Schwab Investment Management Inc | 37,093 | $787.9K | 0.00% | +780+2.1% | Added |
| Two Sigma Investments, LP | 36,776 | $781.1K | 0.00% | +7,216+24.4% | Added |
| Invesco Ltd. | 36,580 | $777.0K | 0.00% | +17,088+87.7% | Added |
| Jacobs Levy Equity Management, Inc | 30,388 | $645.4K | 0.00% | −422−1.4% | Reduced |
| Bank of America Corp | 24,950 | $529.9K | 0.00% | +7,184+40.4% | Added |
| Gradient Investments LLC | 24,594 | $522.4K | 0.02% | +120+0.5% | Added |
| Rhumbline Advisers | 21,540 | $458.0K | 0.00% | +429+2.0% | Added |
| STRS Ohio | 21,400 | $454.0K | 0.00% | 00.0% | Unchanged |
| Trexquant Investment LP | 18,427 | $391.4K | 0.01% | +18,427 | New |
| Martingale Asset Management L P | 16,721 | $355.2K | 0.01% | +3,114+22.9% | Added |
| Redmont Wealth Advisors LLC | 15,053 | $319.7K | 0.37% | −624−4.0% | Reduced |
| Mariner, LLC | 14,645 | $311.0K | 0.00% | +14,645 | New |
| Citadel Advisors LLC | 14,527 | $308.6K | 0.00% | −11,127−43.4% | Reduced |
| Globeflex Capital L P | 13,793 | $293.0K | 0.04% | 00.0% | Unchanged |
| Pasadena Private Wealth, LLC | 13,200 | $280.4K | 0.09% | +13,200 | New |
| Royal Bank of Canada | 12,699 | $270.0K | 0.00% | +1,592+14.3% | Added |
| First Trust Advisors LP | 12,312 | $261.5K | 0.00% | +12,312 | New |
| MKT Advisors LLC | 12,320 | $259.3K | 0.20% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 12,015 | $255.2K | 0.00% | −11−0.1% | Reduced |
| Deutsche Bank AG | 11,389 | $241.9K | 0.00% | +94+0.8% | Added |
| Alliancebernstein L.P. | 10,866 | $230.8K | 0.00% | +600+5.8% | Added |
| Fourthstone LLC | 10,000 | $213.0K | 0.06% | −345,710−97.2% | Reduced |
| State of Wisconsin Investment Board | 10,000 | $212.4K | 0.00% | +10,000 | New |
| Ridgewood Investments LLC | 9,777 | $207.7K | 0.15% | +9,777 | New |
| Federated Hermes, Inc. | 9,372 | $199.1K | 0.00% | +13+0.1% | Added |
| MetLife Investment Management | 8,620 | $183.1K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 6,499 | $138.0K | 0.00% | −24−0.4% | Reduced |
| Russell Investments Group, Ltd. | 5,770 | $122.6K | 0.00% | +245+4.4% | Added |
| California State Teachers Retirement System | 5,485 | $116.5K | 0.00% | +61+1.1% | Added |
| Public Employees Retirement System of Ohio | 4,663 | $99.0K | 0.00% | −1,058−18.5% | Reduced |
| UBS Group AG | 4,350 | $92.4K | 0.00% | +3,850+770.0% | Added |
| Barclays PLC | 3,939 | $83.7K | 0.00% | +3,308+524.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 2,600 | $55.2K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,847 | $39.2K | 0.00% | −2,333−55.8% | Reduced |
| Amalgamated Bank | 1,756 | $37.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,342 | $28.5K | 0.00% | +162+13.7% | Added |
| Ameritas Investment Partners, Inc. | 1,243 | $27.1K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,159 | $24.6K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1,109 | $23.6K | 0.00% | −25−2.2% | Reduced |
| Spire Wealth Management | 1,085 | $23.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 1,084 | $23.0K | 0.00% | +305+39.2% | Added |
| Metropolitan Life Insurance Co | 902 | $19.2K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 830 | $17.6K | 0.00% | −1,156−58.2% | Reduced |
| Earnest Partners LLC | 600 | $12.7K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 557 | $12.0K | 0.00% | −2,434−81.4% | Reduced |
| Gladius Capital Management LP | 393 | $8.35K | 0.00% | −49−11.1% | Reduced |
| Nisa Investment Advisors, LLC | 360 | $8.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 320 | $7.00K | 0.00% | +120+60.0% | Added |
| Salem Investment Counselors Inc | 210 | $4.46K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 118 | $3.00K | 0.00% | −9−7.1% | Reduced |
| North Star Investment Management Corp. | 140 | $2.97K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 99 | $2.00K | 0.00% | +45+83.3% | Added |
| Citigroup Inc | 94 | $2.00K | 0.00% | −217−69.8% | Reduced |
| The PNC Financial Services Group, Inc. | 11 | $230 | 0.00% | −289−96.3% | Reduced |
| Credit Suisse AG | 1 | $21 | 0.00% | −75−98.7% | Reduced |
| Huntington National Bank | 1 | $21 | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −2,128−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −69−100.0% | Sold out |
| Strategic Wealth Advisors Group, LLC | – | – | – | – | Not filed |