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 |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $19 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 18 | $341 | 0.00% | −36−66.7% | Reduced |
| Lindbrook Capital, LLC | 48 | $910 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 57 | $1.00K | 0.00% | −42−42.4% | Reduced |
| Capital Advisors, Ltd. LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 54 | $1.02K | 0.00% | −33−37.9% | Reduced |
| Qube Research & Technologies Ltd | 75 | $1.42K | 0.00% | +75 | New |
| Fisher Asset Management, LLC | 108 | $2.05K | 0.00% | +108 | New |
| Citigroup Inc | 136 | $2.58K | 0.00% | −4,005−96.7% | Reduced |
| North Star Investment Management Corp. | 180 | $3.41K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 210 | $3.98K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 600 | $11.4K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 769 | $14.6K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 967 | $18.0K | 0.00% | −7−0.7% | Reduced |
| Legal & General Group Plc | 1,116 | $21.2K | 0.00% | −226−16.8% | Reduced |
| Whittier Trust Co | 1,159 | $22.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,189 | $22.5K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,243 | $23.6K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,375 | $26.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,685 | $31.9K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 2,094 | $39.0K | 0.00% | +2,094 | New |
| Barclays PLC | 2,230 | $42.3K | 0.00% | −682−23.4% | Reduced |
| California State Teachers Retirement System | 3,052 | $57.9K | 0.00% | −1,549−33.7% | Reduced |
| CWM, LLC | 3,538 | $67.0K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 4,064 | $77.1K | 0.00% | −7,521−64.9% | Reduced |
| Wells Fargo & Company | 4,415 | $83.7K | 0.00% | −1,852−29.6% | Reduced |
| Public Employees Retirement System of Ohio | 4,663 | $88.0K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 5,328 | $101.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 6,326 | $120.0K | 0.00% | +6,326 | New |
| Tower Research Capital LLC (TRC) | 6,467 | $122.6K | 0.00% | +5,293+450.9% | Added |
| MetLife Investment Management | 6,642 | $125.9K | 0.00% | −1,978−22.9% | Reduced |
| American International Group, Inc. | 6,902 | $130.9K | 0.00% | +245+3.7% | Added |
| BNP Paribas Arbitrage, SA | 6,975 | $132.2K | 0.00% | −1,089−13.5% | Reduced |
| New York State Common Retirement Fund | 7,208 | $136.7K | 0.00% | −10.0% | Reduced |
| UBS Group AG | 8,125 | $154.1K | 0.00% | −303−3.6% | Reduced |
| Federated Hermes, Inc. | 9,336 | $177.0K | 0.00% | +30.0% | Added |
| STRS Ohio | 9,700 | $183.0K | 0.00% | −14,700−60.2% | Reduced |
| MKT Advisors LLC | 12,320 | $231.9K | 0.18% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 12,236 | $232.0K | 0.00% | −420−3.3% | Reduced |
| Globeflex Capital L P | 12,272 | $232.7K | 0.03% | 00.0% | Unchanged |
| Pasadena Private Wealth, LLC | 13,200 | $250.3K | 0.07% | 00.0% | Unchanged |
| Royal Bank of Canada | 13,292 | $252.0K | 0.00% | +886+7.1% | Added |
| Mariner, LLC | 15,668 | $297.0K | 0.00% | +89+0.6% | Added |
| Van Hulzen Asset Management, LLC | 20,000 | $379.0K | 0.03% | 00.0% | Unchanged |
| Rhumbline Advisers | 20,712 | $392.7K | 0.00% | −57−0.3% | Reduced |
| State of Wisconsin Investment Board | 21,300 | $403.8K | 0.00% | −1,000−4.5% | Reduced |
| Nuveen Asset Management, LLC | 23,860 | $452.4K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 24,594 | $466.3K | 0.01% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 24,708 | $468.5K | 0.00% | +2,753+12.5% | Added |
| Two Sigma Investments, LP | 26,037 | $493.7K | 0.00% | −5,392−17.2% | Reduced |
| Bank of America Corp | 26,840 | $508.9K | 0.00% | +12,210+83.5% | Added |
| Arrowstreet Capital, Limited Partnership | 27,753 | $526.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 28,700 | $544.2K | 0.00% | −20,100−41.2% | Reduced |
| Martingale Asset Management L P | 29,033 | $550.5K | 0.01% | +4,600+18.8% | Added |
| M3F, Inc. | 35,199 | $667.0K | 0.22% | −105,836−75.0% | Reduced |
| Los Angeles Capital Management LLC | 36,360 | $689.4K | 0.00% | +36,360 | New |
| Charles Schwab Investment Management Inc | 37,488 | $710.8K | 0.00% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 40,043 | $759.2K | 0.03% | −408−1.0% | Reduced |
| First Trust Advisors LP | 40,354 | $765.1K | 0.00% | +40,354 | New |
| Assenagon Asset Management S.A. | 52,829 | $1.00M | 0.00% | +1,095+2.1% | Added |
| Empowered Funds, LLC | 55,841 | $1.06M | 0.03% | +4,582+8.9% | Added |
| JPMorgan Chase & Co | 56,179 | $1.07M | 0.00% | −20,446−26.7% | Reduced |
| Integris Wealth Management, LLC | 58,946 | $1.12M | 0.37% | 00.0% | Unchanged |
| Millennium Management LLC | 79,756 | $1.51M | 0.00% | +60,217+308.2% | Added |
| Goldman Sachs Group Inc | 85,238 | $1.62M | 0.00% | −10,572−11.0% | Reduced |
| Fourthstone LLC | 93,054 | $1.76M | 0.40% | +35,009+60.3% | Added |
| Bank of New York Mellon Corp | 100,165 | $1.90M | 0.00% | +477+0.5% | Added |
| Bridgeway Capital Management, LLC | 108,841 | $2.06M | 0.05% | +4,582+4.4% | Added |
| American Century Companies Inc | 113,466 | $2.15M | 0.00% | +2,813+2.5% | Added |
| Morgan Stanley | 115,969 | $2.20M | 0.00% | −27,343−19.1% | Reduced |
| LSV Asset Management | 127,600 | $2.42M | 0.01% | 00.0% | Unchanged |
| Foundry Partners, LLC | 137,785 | $2.61M | 0.16% | −215−0.2% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 144,822 | $2.75M | 0.01% | −8,800−5.7% | Reduced |
| FMR LLC | 160,851 | $3.05M | 0.00% | −3,783−2.3% | Reduced |
| Renaissance Technologies LLC | 218,731 | $4.15M | 0.01% | −700−0.3% | Reduced |
| Northern Trust Corp | 238,829 | $4.53M | 0.00% | +275+0.1% | Added |
| Geode Capital Management, LLC | 273,302 | $5.18M | 0.00% | +13,513+5.2% | Added |
| State Street Corp | 291,213 | $5.52M | 0.00% | −1,626−0.6% | Reduced |
| Ameriprise Financial Inc | 319,398 | $6.06M | 0.00% | −9,373−2.9% | Reduced |
| Banc Funds Co LLC | 436,746 | $8.28M | 0.97% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 440,213 | $8.35M | 0.00% | −12,999−2.9% | Reduced |
| Private Management Group Inc | 653,714 | $12.4M | 0.51% | +25,256+4.0% | Added |
| Vanguard Group Inc | 670,750 | $12.7M | 0.00% | +6,288+0.9% | Added |
| Dimensional Fund Advisors LP | 993,283 | $18.8M | 0.01% | −22,572−2.2% | Reduced |
| BlackRock Inc. | 1,317,173 | $25.0M | 0.00% | −126,323−8.8% | Reduced |
| 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 |