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 |
|---|---|---|---|---|---|
| Credit Suisse AG | 1 | $21 | 0.00% | −75−98.7% | Reduced |
| Huntington National Bank | 1 | $21 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 11 | $230 | 0.00% | −289−96.3% | Reduced |
| Citigroup Inc | 94 | $2.00K | 0.00% | −217−69.8% | Reduced |
| Advisor Group Holdings, Inc. | 99 | $2.00K | 0.00% | +45+83.3% | Added |
| North Star Investment Management Corp. | 140 | $2.97K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 118 | $3.00K | 0.00% | −9−7.1% | Reduced |
| Salem Investment Counselors Inc | 210 | $4.46K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 320 | $7.00K | 0.00% | +120+60.0% | Added |
| Nisa Investment Advisors, LLC | 360 | $8.00K | 0.00% | 00.0% | Unchanged |
| Gladius Capital Management LP | 393 | $8.35K | 0.00% | −49−11.1% | Reduced |
| Tower Research Capital LLC (TRC) | 557 | $12.0K | 0.00% | −2,434−81.4% | Reduced |
| Earnest Partners LLC | 600 | $12.7K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 830 | $17.6K | 0.00% | −1,156−58.2% | Reduced |
| Metropolitan Life Insurance Co | 902 | $19.2K | 0.00% | 00.0% | Unchanged |
| 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 |
| Allspring Global Investments Holdings, LLC | 1,109 | $23.6K | 0.00% | −25−2.2% | Reduced |
| Whittier Trust Co | 1,159 | $24.6K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,243 | $27.1K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,342 | $28.5K | 0.00% | +162+13.7% | Added |
| Amalgamated Bank | 1,756 | $37.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,847 | $39.2K | 0.00% | −2,333−55.8% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 2,600 | $55.2K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 3,939 | $83.7K | 0.00% | +3,308+524.2% | Added |
| UBS Group AG | 4,350 | $92.4K | 0.00% | +3,850+770.0% | Added |
| Public Employees Retirement System of Ohio | 4,663 | $99.0K | 0.00% | −1,058−18.5% | Reduced |
| California State Teachers Retirement System | 5,485 | $116.5K | 0.00% | +61+1.1% | Added |
| Russell Investments Group, Ltd. | 5,770 | $122.6K | 0.00% | +245+4.4% | Added |
| American International Group, Inc. | 6,499 | $138.0K | 0.00% | −24−0.4% | Reduced |
| MetLife Investment Management | 8,620 | $183.1K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 9,372 | $199.1K | 0.00% | +13+0.1% | Added |
| Ridgewood Investments LLC | 9,777 | $207.7K | 0.15% | +9,777 | New |
| State of Wisconsin Investment Board | 10,000 | $212.4K | 0.00% | +10,000 | New |
| Fourthstone LLC | 10,000 | $213.0K | 0.06% | −345,710−97.2% | Reduced |
| Alliancebernstein L.P. | 10,866 | $230.8K | 0.00% | +600+5.8% | Added |
| Deutsche Bank AG | 11,389 | $241.9K | 0.00% | +94+0.8% | Added |
| New York State Common Retirement Fund | 12,015 | $255.2K | 0.00% | −11−0.1% | Reduced |
| MKT Advisors LLC | 12,320 | $259.3K | 0.20% | 00.0% | Unchanged |
| First Trust Advisors LP | 12,312 | $261.5K | 0.00% | +12,312 | New |
| Royal Bank of Canada | 12,699 | $270.0K | 0.00% | +1,592+14.3% | Added |
| Pasadena Private Wealth, LLC | 13,200 | $280.4K | 0.09% | +13,200 | New |
| Globeflex Capital L P | 13,793 | $293.0K | 0.04% | 00.0% | Unchanged |
| Citadel Advisors LLC | 14,527 | $308.6K | 0.00% | −11,127−43.4% | Reduced |
| Mariner, LLC | 14,645 | $311.0K | 0.00% | +14,645 | New |
| Redmont Wealth Advisors LLC | 15,053 | $319.7K | 0.37% | −624−4.0% | Reduced |
| Martingale Asset Management L P | 16,721 | $355.2K | 0.01% | +3,114+22.9% | Added |
| Trexquant Investment LP | 18,427 | $391.4K | 0.01% | +18,427 | New |
| STRS Ohio | 21,400 | $454.0K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 21,540 | $458.0K | 0.00% | +429+2.0% | Added |
| Gradient Investments LLC | 24,594 | $522.4K | 0.02% | +120+0.5% | Added |
| Bank of America Corp | 24,950 | $529.9K | 0.00% | +7,184+40.4% | Added |
| Jacobs Levy Equity Management, Inc | 30,388 | $645.4K | 0.00% | −422−1.4% | Reduced |
| Invesco Ltd. | 36,580 | $777.0K | 0.00% | +17,088+87.7% | Added |
| Two Sigma Investments, LP | 36,776 | $781.1K | 0.00% | +7,216+24.4% | Added |
| Charles Schwab Investment Management Inc | 37,093 | $787.9K | 0.00% | +780+2.1% | Added |
| Nuveen Asset Management, LLC | 37,305 | $793.0K | 0.00% | −5,987−13.8% | Reduced |
| Two Sigma Advisers, LP | 38,900 | $826.2K | 0.00% | +5,700+17.2% | Added |
| Panagora Asset Management Inc | 49,040 | $1.04M | 0.01% | −17,723−26.5% | Reduced |
| Millennium Management LLC | 49,491 | $1.05M | 0.00% | +49,491 | New |
| Integris Wealth Management, LLC | 58,946 | $1.25M | 0.49% | +58,946 | New |
| Assenagon Asset Management S.A. | 63,775 | $1.35M | 0.01% | +48,410+315.1% | Added |
| JPMorgan Chase & Co | 78,797 | $1.67M | 0.00% | +3,088+4.1% | Added |
| American Century Companies Inc | 81,642 | $1.73M | 0.00% | +877+1.1% | Added |
| Goldman Sachs Group Inc | 85,073 | $1.81M | 0.00% | −15,672−15.6% | Reduced |
| Bank of New York Mellon Corp | 104,500 | $2.22M | 0.00% | −8,858−7.8% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 110,902 | $2.36M | 0.01% | +5,600+5.3% | Added |
| Seizert Capital Partners, LLC | 111,444 | $2.37M | 0.13% | −9,857−8.1% | Reduced |
| LSV Asset Management | 130,694 | $2.78M | 0.01% | −5,242−3.9% | Reduced |
| Bridgeway Capital Management, LLC | 133,000 | $2.82M | 0.07% | 00.0% | Unchanged |
| BHZ Capital Management, LP | 138,815 | $2.95M | 1.47% | −600−0.4% | Reduced |
| Morgan Stanley | 139,250 | $2.96M | 0.00% | −3,738−2.6% | Reduced |
| Foundry Partners, LLC | 141,170 | $3.00M | 0.17% | −38,845−21.6% | Reduced |
| FMR LLC | 165,224 | $3.51M | 0.00% | −16,666−9.2% | Reduced |
| Renaissance Technologies LLC | 241,231 | $5.12M | 0.01% | −12,831−5.1% | Reduced |
| Geode Capital Management, LLC | 244,497 | $5.19M | 0.00% | +1,489+0.6% | Added |
| Northern Trust Corp | 244,991 | $5.20M | 0.00% | −1,947−0.8% | Reduced |
| State Street Corp | 298,051 | $6.33M | 0.00% | −1,190−0.4% | Reduced |
| Ameriprise Financial Inc | 338,198 | $7.18M | 0.00% | −3,371−1.0% | Reduced |
| Banc Funds Co LLC | 426,478 | $9.06M | 0.80% | +264,934+164.0% | Added |
| Manufacturers Life Insurance Company, The | 460,816 | $9.79M | 0.01% | +124,794+37.1% | Added |
| Private Management Group Inc | 538,164 | $11.4M | 0.51% | −4,946−0.9% | Reduced |
| Vanguard Group Inc | 665,575 | $14.1M | 0.00% | +4,566+0.7% | Added |
| Dimensional Fund Advisors LP | 1,090,507 | $23.2M | 0.01% | +7,479+0.7% | Added |
| BlackRock Inc. | 1,288,939 | $27.4M | 0.00% | +42,153+3.4% | Added |
| 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 |