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, Q2 2023
Institutional positions in Sierra Bancorp as of Jun 30, 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
- 0 vs. Q1 2023
- Shares held
- 8.25M
- +333.7K (+4.2%) vs. Q1 2023
- Total value
- $139.6M
- +$3.23M (+2.4%) vs. Q1 2023
- New holders
- 9
- 31 more added
- Sold out
- 9
- 27 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Sierra Bancorp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 28 | $0 | 0.00% | +17+154.5% | Added |
| Comerica Bank | 31,127 | $6 | 0.00% | +31,127 | New |
| Huntington National Bank | 1 | $17 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 48 | $815 | 0.00% | +48 | New |
| Advisor Group Holdings, Inc. | 54 | $915 | 0.00% | −226−80.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 87 | $1.48K | 0.00% | +87 | New |
| Covestor Ltd | 99 | $2.00K | 0.00% | −72−42.1% | Reduced |
| North Star Investment Management Corp. | 180 | $3.06K | 0.00% | +40+28.6% | Added |
| Salem Investment Counselors Inc | 210 | $3.56K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 600 | $10.2K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 769 | $13.1K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 974 | $17.0K | 0.00% | −63−6.1% | Reduced |
| Whittier Trust Co | 1,159 | $19.7K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,174 | $19.9K | 0.00% | +347+42.0% | Added |
| Nisa Investment Advisors, LLC | 1,189 | $20.2K | 0.00% | +829+230.3% | Added |
| Ameritas Investment Partners, Inc. | 1,243 | $21.1K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,342 | $22.8K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,375 | $23.0K | 0.00% | −63−4.4% | Reduced |
| Spire Wealth Management | 1,685 | $28.6K | 0.00% | +155+10.1% | Added |
| Barclays PLC | 2,912 | $49.4K | 0.00% | −4,262−59.4% | Reduced |
| CWM, LLC | 3,538 | $60.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 4,141 | $70.3K | 0.00% | +4,140+414,000.0% | Added |
| California State Teachers Retirement System | 4,601 | $78.1K | 0.00% | −508−9.9% | Reduced |
| Public Employees Retirement System of Ohio | 4,663 | $79.0K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 5,328 | $90.4K | 0.00% | +28+0.5% | Added |
| Wells Fargo & Company | 6,267 | $106.4K | 0.00% | +2,995+91.5% | Added |
| American International Group, Inc. | 6,657 | $113.0K | 0.00% | +26+0.4% | Added |
| New York State Common Retirement Fund | 7,209 | $122.3K | 0.00% | −13−0.2% | Reduced |
| BNP Paribas Arbitrage, SA | 8,064 | $136.8K | 0.00% | +5,214+182.9% | Added |
| UBS Group AG | 8,428 | $143.0K | 0.00% | +3,503+71.1% | Added |
| MetLife Investment Management | 8,620 | $146.3K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 9,333 | $158.4K | 0.00% | −46−0.5% | Reduced |
| Deutsche Bank AG | 11,585 | $196.6K | 0.00% | −2,517−17.8% | Reduced |
| Globeflex Capital L P | 12,272 | $208.3K | 0.02% | −1,521−11.0% | Reduced |
| Royal Bank of Canada | 12,406 | $210.0K | 0.00% | +684+5.8% | Added |
| Alliancebernstein L.P. | 12,656 | $214.8K | 0.00% | +1,990+18.7% | Added |
| Pasadena Private Wealth, LLC | 13,200 | $224.0K | 0.06% | 00.0% | Unchanged |
| Trexquant Investment LP | 13,212 | $224.2K | 0.01% | −6,444−32.8% | Reduced |
| Bank of America Corp | 14,630 | $248.3K | 0.00% | −2,282−13.5% | Reduced |
| MKT Advisors LLC | 12,320 | $258.4K | 0.18% | 00.0% | Unchanged |
| Mariner, LLC | 15,579 | $264.0K | 0.00% | +934+6.4% | Added |
| Ridgewood Investments LLC | 15,731 | $267.0K | 0.15% | −396−2.5% | Reduced |
| Millennium Management LLC | 19,539 | $331.6K | 0.00% | +6,330+47.9% | Added |
| Van Hulzen Asset Management, LLC | 20,000 | $339.0K | 0.03% | +20,000 | New |
| Rhumbline Advisers | 20,769 | $352.4K | 0.00% | −1,461−6.6% | Reduced |
| Jacobs Levy Equity Management, Inc | 21,955 | $372.6K | 0.00% | −6,794−23.6% | Reduced |
| State of Wisconsin Investment Board | 22,300 | $378.4K | 0.00% | +7,000+45.8% | Added |
| Nuveen Asset Management, LLC | 23,860 | $404.9K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 24,400 | $414.0K | 0.00% | +1,900+8.4% | Added |
| Martingale Asset Management L P | 24,433 | $414.6K | 0.01% | −4,811−16.5% | Reduced |
| Gradient Investments LLC | 24,594 | $417.4K | 0.01% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 27,753 | $471.0K | 0.00% | +27,753 | New |
| Two Sigma Investments, LP | 31,429 | $533.4K | 0.00% | +9,830+45.5% | Added |
| Charles Schwab Investment Management Inc | 37,488 | $636.2K | 0.00% | +395+1.1% | Added |
| Mutual Advisors, LLC | 40,451 | $686.5K | 0.03% | +40,451 | New |
| Two Sigma Advisers, LP | 48,800 | $828.1K | 0.00% | +14,200+41.0% | Added |
| Empowered Funds, LLC | 51,259 | $869.9K | 0.03% | +51,259 | New |
| EA Series Trust | 51,259 | $869.9K | 0.03% | +51,259 | New |
| Assenagon Asset Management S.A. | 51,734 | $877.9K | 0.00% | −9,860−16.0% | Reduced |
| Fourthstone LLC | 58,045 | $985.0K | 0.26% | +58,045 | New |
| Integris Wealth Management, LLC | 58,946 | $1.00M | 0.35% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 76,625 | $1.30M | 0.00% | −3,129−3.9% | Reduced |
| Goldman Sachs Group Inc | 95,810 | $1.63M | 0.00% | +4,090+4.5% | Added |
| Bank of New York Mellon Corp | 99,688 | $1.69M | 0.00% | −996−1.0% | Reduced |
| Bridgeway Capital Management, LLC | 104,259 | $1.77M | 0.04% | +1,798+1.8% | Added |
| American Century Companies Inc | 110,653 | $1.88M | 0.00% | +11,458+11.6% | Added |
| LSV Asset Management | 127,600 | $2.17M | 0.00% | −3,094−2.4% | Reduced |
| Foundry Partners, LLC | 138,000 | $2.34M | 0.14% | −2,535−1.8% | Reduced |
| M3F, Inc. | 141,035 | $2.39M | 0.75% | +75,921+116.6% | Added |
| Morgan Stanley | 143,312 | $2.43M | 0.00% | +8,963+6.7% | Added |
| Hotchkis & Wiley Capital Management LLC | 153,622 | $2.61M | 0.01% | +32,020+26.3% | Added |
| FMR LLC | 164,634 | $2.79M | 0.00% | −1,428−0.9% | Reduced |
| Renaissance Technologies LLC | 219,431 | $3.72M | 0.01% | +1,500+0.7% | Added |
| Northern Trust Corp | 238,554 | $4.05M | 0.00% | −340.0% | Reduced |
| Geode Capital Management, LLC | 259,789 | $4.41M | 0.00% | +6,566+2.6% | Added |
| State Street Corp | 292,839 | $4.97M | 0.00% | −8,295−2.8% | Reduced |
| Ameriprise Financial Inc | 328,771 | $5.58M | 0.00% | +19,181+6.2% | Added |
| Banc Funds Co LLC | 436,746 | $7.41M | 0.87% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 453,212 | $7.69M | 0.00% | −2190.0% | Reduced |
| Private Management Group Inc | 628,458 | $10.7M | 0.45% | +85,373+15.7% | Added |
| Vanguard Group Inc | 664,462 | $11.3M | 0.00% | −3,143−0.5% | Reduced |
| Dimensional Fund Advisors LP | 1,015,855 | $17.2M | 0.01% | −59,434−5.5% | Reduced |
| BlackRock Inc. | 1,443,496 | $24.5M | 0.00% | +225,176+18.5% | Added |
| Seizert Capital Partners, LLC | 0 | $0 | 0.00% | −157,570−100.0% | Sold out |
| BHZ Capital Management, LP | 0 | $0 | 0.00% | −114,481−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −39,918−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −16,155−100.0% | Sold out |
| Redmont Wealth Advisors LLC | 0 | $0 | 0.00% | −13,464−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −10,343−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −2,619−100.0% | Sold out |
| Gladius Capital Management LP | 0 | $0 | 0.00% | −381−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −359−100.0% | Sold out |