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, Q1 2023
Institutional positions in Sierra Bancorp as of Mar 31, 2023. 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
- 83
- −2 vs. Q4 2022
- Shares held
- 7.92M
- −144.2K (−1.8%) vs. Q4 2022
- Total value
- $136.3M
- −$34.9M (−20.4%) vs. Q4 2022
- New holders
- 6
- 29 more added
- Sold out
- 8
- 30 more reduced
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Sierra Bancorp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 1,218,320 | $21.0M | 0.00% | −70,619−5.5% | Reduced |
| Dimensional Fund Advisors LP | 1,075,289 | $18.5M | 0.01% | −15,218−1.4% | Reduced |
| Vanguard Group Inc | 667,605 | $11.5M | 0.00% | +2,030+0.3% | Added |
| Private Management Group Inc | 543,085 | $9.35M | 0.42% | +4,921+0.9% | Added |
| Manufacturers Life Insurance Company, The | 453,431 | $7.81M | 0.00% | −7,385−1.6% | Reduced |
| Banc Funds Co LLC | 436,746 | $7.52M | 0.80% | +10,268+2.4% | Added |
| Ameriprise Financial Inc | 309,590 | $5.33M | 0.00% | −28,608−8.5% | Reduced |
| State Street Corp | 301,134 | $5.19M | 0.00% | +3,083+1.0% | Added |
| Geode Capital Management, LLC | 253,223 | $4.36M | 0.00% | +8,726+3.6% | Added |
| Northern Trust Corp | 238,588 | $4.11M | 0.00% | −6,403−2.6% | Reduced |
| Renaissance Technologies LLC | 217,931 | $3.75M | 0.00% | −23,300−9.7% | Reduced |
| FMR LLC | 166,062 | $2.86M | 0.00% | +838+0.5% | Added |
| Seizert Capital Partners, LLC | 157,570 | $2.71M | 0.15% | +46,126+41.4% | Added |
| Foundry Partners, LLC | 140,535 | $2.42M | 0.15% | −635−0.4% | Reduced |
| Morgan Stanley | 134,349 | $2.31M | 0.00% | −4,901−3.5% | Reduced |
| LSV Asset Management | 130,694 | $2.25M | 0.01% | 00.0% | Unchanged |
| Hotchkis & Wiley Capital Management LLC | 121,602 | $2.09M | 0.01% | +10,700+9.6% | Added |
| BHZ Capital Management, LP | 114,481 | $1.97M | 1.20% | −24,334−17.5% | Reduced |
| Bridgeway Capital Management, LLC | 102,461 | $1.76M | 0.05% | −30,539−23.0% | Reduced |
| Bank of New York Mellon Corp | 100,684 | $1.73M | 0.00% | −3,816−3.7% | Reduced |
| American Century Companies Inc | 99,195 | $1.70M | 0.00% | +17,553+21.5% | Added |
| Goldman Sachs Group Inc | 91,720 | $1.58M | 0.00% | +6,647+7.8% | Added |
| JPMorgan Chase & Co | 79,754 | $1.37M | 0.00% | +957+1.2% | Added |
| M3F, Inc. | 65,114 | $1.12M | 0.37% | +65,114 | New |
| Assenagon Asset Management S.A. | 61,594 | $1.06M | 0.00% | −2,181−3.4% | Reduced |
| Integris Wealth Management, LLC | 58,946 | $1.02M | 0.37% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 39,918 | $687.4K | 0.00% | −9,122−18.6% | Reduced |
| Charles Schwab Investment Management Inc | 37,093 | $638.7K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 34,600 | $595.8K | 0.00% | −4,300−11.1% | Reduced |
| Martingale Asset Management L P | 29,244 | $503.6K | 0.01% | +12,523+74.9% | Added |
| Jacobs Levy Equity Management, Inc | 28,749 | $495.1K | 0.00% | −1,639−5.4% | Reduced |
| Gradient Investments LLC | 24,594 | $423.5K | 0.01% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 23,860 | $411.0K | 0.00% | −13,445−36.0% | Reduced |
| STRS Ohio | 22,500 | $387.0K | 0.00% | +1,100+5.1% | Added |
| Rhumbline Advisers | 22,230 | $383.0K | 0.00% | +690+3.2% | Added |
| Two Sigma Investments, LP | 21,599 | $371.9K | 0.00% | −15,177−41.3% | Reduced |
| Trexquant Investment LP | 19,656 | $338.5K | 0.01% | +1,229+6.7% | Added |
| Bank of America Corp | 16,912 | $291.2K | 0.00% | −8,038−32.2% | Reduced |
| Ridgewood Investments LLC | 16,127 | $277.7K | 0.17% | +6,350+64.9% | Added |
| Quadrature Capital Ltd | 16,155 | $277.7K | 0.01% | +16,155 | New |
| State of Wisconsin Investment Board | 15,300 | $263.5K | 0.00% | +5,300+53.0% | Added |
| Mariner, LLC | 14,645 | $252.0K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 14,102 | $242.8K | 0.00% | +2,713+23.8% | Added |
| Globeflex Capital L P | 13,793 | $237.5K | 0.03% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 13,464 | $231.9K | 0.47% | −1,589−10.6% | Reduced |
| Pasadena Private Wealth, LLC | 13,200 | $227.3K | 0.07% | 00.0% | Unchanged |
| Millennium Management LLC | 13,209 | $227.0K | 0.00% | −36,282−73.3% | Reduced |
| MKT Advisors LLC | 12,320 | $203.4K | 0.15% | 00.0% | Unchanged |
| Royal Bank of Canada | 11,722 | $201.0K | 0.00% | −977−7.7% | Reduced |
| Alliancebernstein L.P. | 10,666 | $183.7K | 0.00% | −200−1.8% | Reduced |
| Gsa Capital Partners LLP | 10,343 | $178.0K | 0.02% | +10,343 | New |
| Federated Hermes, Inc. | 9,379 | $161.5K | 0.00% | +7+0.1% | Added |
| MetLife Investment Management | 8,620 | $148.4K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 7,222 | $124.4K | 0.00% | −4,793−39.9% | Reduced |
| Barclays PLC | 7,174 | $123.5K | 0.00% | +3,235+82.1% | Added |
| American International Group, Inc. | 6,631 | $114.2K | 0.00% | +132+2.0% | Added |
| Russell Investments Group, Ltd. | 5,300 | $91.3K | 0.00% | −470−8.1% | Reduced |
| California State Teachers Retirement System | 5,109 | $88.0K | 0.00% | −376−6.9% | Reduced |
| UBS Group AG | 4,925 | $84.8K | 0.00% | +575+13.2% | Added |
| Public Employees Retirement System of Ohio | 4,663 | $80.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,538 | $61.0K | 0.00% | +3,218+1,005.6% | Added |
| Wells Fargo & Company | 3,272 | $56.4K | 0.00% | +2,442+294.2% | Added |
| BNP Paribas Arbitrage, SA | 2,850 | $49.1K | 0.00% | +1,003+54.3% | Added |
| Ameritas Advisory Services, LLC | 2,619 | $41.9K | 0.00% | +2,619 | New |
| Spire Wealth Management | 1,530 | $26.3K | 0.00% | +445+41.0% | Added |
| Amalgamated Bank | 1,438 | $25.0K | 0.00% | −318−18.1% | Reduced |
| Legal & General Group Plc | 1,342 | $23.1K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,243 | $21.4K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,159 | $19.9K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 1,037 | $18.0K | 0.00% | −47−4.3% | Reduced |
| Tower Research Capital LLC (TRC) | 827 | $14.0K | 0.00% | +270+48.5% | Added |
| Metropolitan Life Insurance Co | 769 | $13.2K | 0.00% | −133−14.7% | Reduced |
| Earnest Partners LLC | 600 | $10.3K | 0.00% | 00.0% | Unchanged |
| Gladius Capital Management LP | 381 | $6.56K | 0.00% | −12−3.1% | Reduced |
| EverSource Wealth Advisors, LLC | 359 | $6.18K | 0.00% | +359 | New |
| Nisa Investment Advisors, LLC | 360 | $6.00K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 280 | $4.82K | 0.00% | +181+182.8% | Added |
| Salem Investment Counselors Inc | 210 | $3.62K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 171 | $3.00K | 0.00% | +53+44.9% | Added |
| North Star Investment Management Corp. | 140 | $2.41K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1 | $17 | 0.00% | −93−98.9% | Reduced |
| Huntington National Bank | 1 | $17 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 11 | $0 | 0.00% | +11 | New |
| Invesco Ltd. | 0 | $0 | 0.00% | −36,580−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −14,527−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −12,312−100.0% | Sold out |
| Fourthstone LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −2,600−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −1,109−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Credit Suisse AG | 0 | $0 | 0.00% | −1−100.0% | Sold out |