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Livermore
Livermore
ZHEN

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.

Institutional holdersQ1 2023: 83 institutions
Q1 2021: 92 institutionsQ2 2021: 90 institutionsQ3 2021: 90 institutionsQ4 2021: 92 institutionsQ1 2022: 91 institutionsQ2 2022: 85 institutionsQ3 2022: 80 institutionsQ4 2022: 85 institutionsQ1 2023: 83 institutionsQ2 2023: 83 institutionsQ3 2023: 85 institutionsQ4 2023: 84 institutionsQ1 2024: 84 institutionsQ2 2024: 90 institutionsQ3 2024: 104 institutionsQ4 2024: 115 institutionsQ1 2025: 114 institutionsQ2 2025: 105 institutionsQ3 2025: 108 institutionsQ4 2025: 114 institutionsQ1 2026: 116 institutionsQ2 2026: 125 institutions
Value heldQ1 2023: $136.3M
Q1 2021: $223.6MQ2 2021: $211.6MQ3 2021: $199.7MQ4 2021: $225.7MQ1 2022: $202.2MQ2 2022: $173.7MQ3 2022: $155.1MQ4 2022: $171.3MQ1 2023: $136.3MQ2 2023: $139.6MQ3 2023: $151.6MQ4 2023: $183.6MQ1 2024: $160.8MQ2 2024: $179.2MQ3 2024: $238.4MQ4 2024: $230.7MQ1 2025: $214.8MQ2 2025: $229.6MQ3 2025: $218.5MQ4 2025: $245.6MQ1 2026: $257.0MQ2 2026: $316.7M
Institutions holding BSRR and their total value by quarter
QuarterHoldersValue
Q2 2026125$316.7M
Q1 2026116$257.0M
Q4 2025114$245.6M
Q3 2025108$218.5M
Q2 2025105$229.6M
Q1 2025114$214.8M
Q4 2024115$230.7M
Q3 2024104$238.4M
Q2 202490$179.2M
Q1 202484$160.8M
Q4 202384$183.6M
Q3 202385$151.6M
Q2 202383$139.6M
Q1 202383$136.3M
Q4 202285$171.3M
Q3 202280$155.1M
Q2 202285$173.7M
Q1 202291$202.2M
Q4 202192$225.7M
Q3 202190$199.7M
Q2 202190$211.6M
Q1 202192$223.6M

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Sierra Bancorp; share changes are against Q4 2022.

Institutions holding BSRR in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Advisors, Ltd. LLC11$00.00%+11New
Citigroup Inc1$170.00%−93−98.9%Reduced
Huntington National Bank1$170.00%00.0%Unchanged
North Star Investment Management Corp.140$2.41K0.00%00.0%Unchanged
Covestor Ltd171$3.00K0.00%+53+44.9%Added
Salem Investment Counselors Inc210$3.62K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.280$4.82K0.00%+181+182.8%Added
Nisa Investment Advisors, LLC360$6.00K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC359$6.18K0.00%+359New
Gladius Capital Management LP381$6.56K0.00%−12−3.1%Reduced
Earnest Partners LLC600$10.3K0.00%00.0%Unchanged
Metropolitan Life Insurance Co769$13.2K0.00%−133−14.7%Reduced
Tower Research Capital LLC (TRC)827$14.0K0.00%+270+48.5%Added
Great West Life Assurance Co1,037$18.0K0.00%−47−4.3%Reduced
Whittier Trust Co1,159$19.9K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.1,243$21.4K0.00%00.0%Unchanged
Legal & General Group Plc1,342$23.1K0.00%00.0%Unchanged
Amalgamated Bank1,438$25.0K0.00%−318−18.1%Reduced
Spire Wealth Management1,530$26.3K0.00%+445+41.0%Added
Ameritas Advisory Services, LLC2,619$41.9K0.00%+2,619New
BNP Paribas Arbitrage, SA2,850$49.1K0.00%+1,003+54.3%Added
Wells Fargo & Company3,272$56.4K0.00%+2,442+294.2%Added
CWM, LLC3,538$61.0K0.00%+3,218+1,005.6%Added
Public Employees Retirement System of Ohio4,663$80.0K0.00%00.0%Unchanged
UBS Group AG4,925$84.8K0.00%+575+13.2%Added
California State Teachers Retirement System5,109$88.0K0.00%−376−6.9%Reduced
Russell Investments Group, Ltd.5,300$91.3K0.00%−470−8.1%Reduced
American International Group, Inc.6,631$114.2K0.00%+132+2.0%Added
Barclays PLC7,174$123.5K0.00%+3,235+82.1%Added
New York State Common Retirement Fund7,222$124.4K0.00%−4,793−39.9%Reduced
MetLife Investment Management8,620$148.4K0.00%00.0%Unchanged
Federated Hermes, Inc.9,379$161.5K0.00%+7+0.1%Added
Gsa Capital Partners LLP10,343$178.0K0.02%+10,343New
Alliancebernstein L.P.10,666$183.7K0.00%−200−1.8%Reduced
Royal Bank of Canada11,722$201.0K0.00%−977−7.7%Reduced
MKT Advisors LLC12,320$203.4K0.15%00.0%Unchanged
Millennium Management LLC13,209$227.0K0.00%−36,282−73.3%Reduced
Pasadena Private Wealth, LLC13,200$227.3K0.07%00.0%Unchanged
Redmont Wealth Advisors LLC13,464$231.9K0.47%−1,589−10.6%Reduced
Globeflex Capital L P13,793$237.5K0.03%00.0%Unchanged
Deutsche Bank AG14,102$242.8K0.00%+2,713+23.8%Added
Mariner, LLC14,645$252.0K0.00%00.0%Unchanged
State of Wisconsin Investment Board15,300$263.5K0.00%+5,300+53.0%Added
Quadrature Capital Ltd16,155$277.7K0.01%+16,155New
Ridgewood Investments LLC16,127$277.7K0.17%+6,350+64.9%Added
Bank of America Corp16,912$291.2K0.00%−8,038−32.2%Reduced
Trexquant Investment LP19,656$338.5K0.01%+1,229+6.7%Added
Two Sigma Investments, LP21,599$371.9K0.00%−15,177−41.3%Reduced
Rhumbline Advisers22,230$383.0K0.00%+690+3.2%Added
STRS Ohio22,500$387.0K0.00%+1,100+5.1%Added
Nuveen Asset Management, LLC23,860$411.0K0.00%−13,445−36.0%Reduced
Gradient Investments LLC24,594$423.5K0.01%00.0%Unchanged
Jacobs Levy Equity Management, Inc28,749$495.1K0.00%−1,639−5.4%Reduced
Martingale Asset Management L P29,244$503.6K0.01%+12,523+74.9%Added
Two Sigma Advisers, LP34,600$595.8K0.00%−4,300−11.1%Reduced
Charles Schwab Investment Management Inc37,093$638.7K0.00%00.0%Unchanged
Panagora Asset Management Inc39,918$687.4K0.00%−9,122−18.6%Reduced
Integris Wealth Management, LLC58,946$1.02M0.37%00.0%Unchanged
Assenagon Asset Management S.A.61,594$1.06M0.00%−2,181−3.4%Reduced
M3F, Inc.65,114$1.12M0.37%+65,114New
JPMorgan Chase & Co79,754$1.37M0.00%+957+1.2%Added
Goldman Sachs Group Inc91,720$1.58M0.00%+6,647+7.8%Added
American Century Companies Inc99,195$1.70M0.00%+17,553+21.5%Added
Bank of New York Mellon Corp100,684$1.73M0.00%−3,816−3.7%Reduced
Bridgeway Capital Management, LLC102,461$1.76M0.05%−30,539−23.0%Reduced
BHZ Capital Management, LP114,481$1.97M1.20%−24,334−17.5%Reduced
Hotchkis & Wiley Capital Management LLC121,602$2.09M0.01%+10,700+9.6%Added
LSV Asset Management130,694$2.25M0.01%00.0%Unchanged
Morgan Stanley134,349$2.31M0.00%−4,901−3.5%Reduced
Foundry Partners, LLC140,535$2.42M0.15%−635−0.4%Reduced
Seizert Capital Partners, LLC157,570$2.71M0.15%+46,126+41.4%Added
FMR LLC166,062$2.86M0.00%+838+0.5%Added
Renaissance Technologies LLC217,931$3.75M0.00%−23,300−9.7%Reduced
Northern Trust Corp238,588$4.11M0.00%−6,403−2.6%Reduced
Geode Capital Management, LLC253,223$4.36M0.00%+8,726+3.6%Added
State Street Corp301,134$5.19M0.00%+3,083+1.0%Added
Ameriprise Financial Inc309,590$5.33M0.00%−28,608−8.5%Reduced
Banc Funds Co LLC436,746$7.52M0.80%+10,268+2.4%Added
Manufacturers Life Insurance Company, The453,431$7.81M0.00%−7,385−1.6%Reduced
Private Management Group Inc543,085$9.35M0.42%+4,921+0.9%Added
Vanguard Group Inc667,605$11.5M0.00%+2,030+0.3%Added
Dimensional Fund Advisors LP1,075,289$18.5M0.01%−15,218−1.4%Reduced
BlackRock Inc.1,218,320$21.0M0.00%−70,619−5.5%Reduced
Invesco Ltd.0$00.00%−36,580−100.0%Sold out
Citadel Advisors LLC0$00.00%−14,527−100.0%Sold out
First Trust Advisors LP0$00.00%−12,312−100.0%Sold out
Fourthstone LLC0$00.00%−10,000−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−2,600−100.0%Sold out
Allspring Global Investments Holdings, LLC0$00.00%−1,109−100.0%Sold out
The PNC Financial Services Group, Inc.0$00.00%−11−100.0%Sold out
Credit Suisse AG0$00.00%−1−100.0%Sold out