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, Q3 2023
Institutional positions in Sierra Bancorp as of Sep 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
- 85
- +3 vs. Q2 2023
- Shares held
- 7.99M
- −206.6K (−2.5%) vs. Q2 2023
- Total value
- $151.6M
- +$12.9M (+9.3%) vs. Q2 2023
- New holders
- 6
- 19 more added
- Sold out
- 3
- 34 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Sierra Bancorp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 1,317,173 | $25.0M | 0.00% | −126,323−8.8% | Reduced |
| Dimensional Fund Advisors LP | 993,283 | $18.8M | 0.01% | −22,572−2.2% | Reduced |
| Vanguard Group Inc | 670,750 | $12.7M | 0.00% | +6,288+0.9% | Added |
| Private Management Group Inc | 653,714 | $12.4M | 0.51% | +25,256+4.0% | Added |
| Manufacturers Life Insurance Company, The | 440,213 | $8.35M | 0.00% | −12,999−2.9% | Reduced |
| Banc Funds Co LLC | 436,746 | $8.28M | 0.97% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 319,398 | $6.06M | 0.00% | −9,373−2.9% | Reduced |
| State Street Corp | 291,213 | $5.52M | 0.00% | −1,626−0.6% | Reduced |
| Geode Capital Management, LLC | 273,302 | $5.18M | 0.00% | +13,513+5.2% | Added |
| Northern Trust Corp | 238,829 | $4.53M | 0.00% | +275+0.1% | Added |
| Renaissance Technologies LLC | 218,731 | $4.15M | 0.01% | −700−0.3% | Reduced |
| FMR LLC | 160,851 | $3.05M | 0.00% | −3,783−2.3% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 144,822 | $2.75M | 0.01% | −8,800−5.7% | Reduced |
| Foundry Partners, LLC | 137,785 | $2.61M | 0.16% | −215−0.2% | Reduced |
| LSV Asset Management | 127,600 | $2.42M | 0.01% | 00.0% | Unchanged |
| Morgan Stanley | 115,969 | $2.20M | 0.00% | −27,343−19.1% | Reduced |
| American Century Companies Inc | 113,466 | $2.15M | 0.00% | +2,813+2.5% | Added |
| Bridgeway Capital Management, LLC | 108,841 | $2.06M | 0.05% | +4,582+4.4% | Added |
| Bank of New York Mellon Corp | 100,165 | $1.90M | 0.00% | +477+0.5% | Added |
| Fourthstone LLC | 93,054 | $1.76M | 0.40% | +35,009+60.3% | Added |
| Goldman Sachs Group Inc | 85,238 | $1.62M | 0.00% | −10,572−11.0% | Reduced |
| Millennium Management LLC | 79,756 | $1.51M | 0.00% | +60,217+308.2% | Added |
| Integris Wealth Management, LLC | 58,946 | $1.12M | 0.37% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 56,179 | $1.07M | 0.00% | −20,446−26.7% | Reduced |
| Empowered Funds, LLC | 55,841 | $1.06M | 0.03% | +4,582+8.9% | Added |
| Assenagon Asset Management S.A. | 52,829 | $1.00M | 0.00% | +1,095+2.1% | Added |
| First Trust Advisors LP | 40,354 | $765.1K | 0.00% | +40,354 | New |
| Mutual Advisors, LLC | 40,043 | $759.2K | 0.03% | −408−1.0% | Reduced |
| Charles Schwab Investment Management Inc | 37,488 | $710.8K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 36,360 | $689.4K | 0.00% | +36,360 | New |
| M3F, Inc. | 35,199 | $667.0K | 0.22% | −105,836−75.0% | Reduced |
| Martingale Asset Management L P | 29,033 | $550.5K | 0.01% | +4,600+18.8% | Added |
| Two Sigma Advisers, LP | 28,700 | $544.2K | 0.00% | −20,100−41.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 27,753 | $526.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 26,840 | $508.9K | 0.00% | +12,210+83.5% | Added |
| Two Sigma Investments, LP | 26,037 | $493.7K | 0.00% | −5,392−17.2% | Reduced |
| Jacobs Levy Equity Management, Inc | 24,708 | $468.5K | 0.00% | +2,753+12.5% | Added |
| Gradient Investments LLC | 24,594 | $466.3K | 0.01% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 23,860 | $452.4K | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 21,300 | $403.8K | 0.00% | −1,000−4.5% | Reduced |
| Rhumbline Advisers | 20,712 | $392.7K | 0.00% | −57−0.3% | Reduced |
| Van Hulzen Asset Management, LLC | 20,000 | $379.0K | 0.03% | 00.0% | Unchanged |
| Mariner, LLC | 15,668 | $297.0K | 0.00% | +89+0.6% | Added |
| Royal Bank of Canada | 13,292 | $252.0K | 0.00% | +886+7.1% | Added |
| Pasadena Private Wealth, LLC | 13,200 | $250.3K | 0.07% | 00.0% | Unchanged |
| Globeflex Capital L P | 12,272 | $232.7K | 0.03% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 12,236 | $232.0K | 0.00% | −420−3.3% | Reduced |
| MKT Advisors LLC | 12,320 | $231.9K | 0.18% | 00.0% | Unchanged |
| STRS Ohio | 9,700 | $183.0K | 0.00% | −14,700−60.2% | Reduced |
| Federated Hermes, Inc. | 9,336 | $177.0K | 0.00% | +30.0% | Added |
| UBS Group AG | 8,125 | $154.1K | 0.00% | −303−3.6% | Reduced |
| New York State Common Retirement Fund | 7,208 | $136.7K | 0.00% | −10.0% | Reduced |
| BNP Paribas Arbitrage, SA | 6,975 | $132.2K | 0.00% | −1,089−13.5% | Reduced |
| American International Group, Inc. | 6,902 | $130.9K | 0.00% | +245+3.7% | Added |
| MetLife Investment Management | 6,642 | $125.9K | 0.00% | −1,978−22.9% | Reduced |
| Tower Research Capital LLC (TRC) | 6,467 | $122.6K | 0.00% | +5,293+450.9% | Added |
| SG Americas Securities, LLC | 6,326 | $120.0K | 0.00% | +6,326 | New |
| Russell Investments Group, Ltd. | 5,328 | $101.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 4,663 | $88.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 4,415 | $83.7K | 0.00% | −1,852−29.6% | Reduced |
| Deutsche Bank AG | 4,064 | $77.1K | 0.00% | −7,521−64.9% | Reduced |
| CWM, LLC | 3,538 | $67.0K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 3,052 | $57.9K | 0.00% | −1,549−33.7% | Reduced |
| Barclays PLC | 2,230 | $42.3K | 0.00% | −682−23.4% | Reduced |
| Lazard Asset Management LLC | 2,094 | $39.0K | 0.00% | +2,094 | New |
| Spire Wealth Management | 1,685 | $31.9K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,375 | $26.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,243 | $23.6K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,189 | $22.5K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,159 | $22.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,116 | $21.2K | 0.00% | −226−16.8% | Reduced |
| Great West Life Assurance Co | 967 | $18.0K | 0.00% | −7−0.7% | Reduced |
| Metropolitan Life Insurance Co | 769 | $14.6K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 600 | $11.4K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 210 | $3.98K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 180 | $3.41K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 136 | $2.58K | 0.00% | −4,005−96.7% | Reduced |
| Fisher Asset Management, LLC | 108 | $2.05K | 0.00% | +108 | New |
| Qube Research & Technologies Ltd | 75 | $1.42K | 0.00% | +75 | New |
| Allspring Global Investments Holdings, LLC | 54 | $1.02K | 0.00% | −33−37.9% | Reduced |
| Covestor Ltd | 57 | $1.00K | 0.00% | −42−42.4% | Reduced |
| Capital Advisors, Ltd. LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 48 | $910 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 18 | $341 | 0.00% | −36−66.7% | Reduced |
| Huntington National Bank | 1 | $19 | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −15,731−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −13,212−100.0% | Sold out |
| Comerica Bank | 0 | $0 | 0.00% | −31,127−100.0% | Sold out |
| EA Series Trust | – | – | – | – | Not filed |