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, Q4 2023
Institutional positions in Sierra Bancorp as of Dec 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
- 84
- −1 vs. Q3 2023
- Shares held
- 8.14M
- +148.8K (+1.9%) vs. Q3 2023
- Total value
- $183.6M
- +$32.1M (+21.1%) vs. Q3 2023
- New holders
- 6
- 29 more added
- Sold out
- 7
- 25 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Sierra Bancorp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 1,386,755 | $31.3M | 0.00% | +69,582+5.3% | Added |
| Dimensional Fund Advisors LP | 996,631 | $22.5M | 0.01% | +3,348+0.3% | Added |
| Vanguard Group Inc | 674,223 | $15.2M | 0.00% | +3,473+0.5% | Added |
| Private Management Group Inc | 652,728 | $14.7M | 0.56% | −986−0.2% | Reduced |
| Banc Funds Co LLC | 436,746 | $9.85M | 0.97% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 420,502 | $9.48M | 0.01% | −19,711−4.5% | Reduced |
| Ameriprise Financial Inc | 331,135 | $7.47M | 0.00% | +11,737+3.7% | Added |
| State Street Corp | 294,370 | $6.64M | 0.00% | +3,157+1.1% | Added |
| Geode Capital Management, LLC | 281,976 | $6.36M | 0.00% | +8,674+3.2% | Added |
| Northern Trust Corp | 245,698 | $5.54M | 0.00% | +6,869+2.9% | Added |
| Renaissance Technologies LLC | 216,312 | $4.88M | 0.01% | −2,419−1.1% | Reduced |
| FMR LLC | 158,731 | $3.58M | 0.00% | −2,120−1.3% | Reduced |
| Fourthstone LLC | 153,766 | $3.47M | 0.70% | +60,712+65.2% | Added |
| Hotchkis & Wiley Capital Management LLC | 142,722 | $3.22M | 0.01% | −2,100−1.5% | Reduced |
| Morgan Stanley | 137,341 | $3.10M | 0.00% | +21,372+18.4% | Added |
| Foundry Partners, LLC | 135,335 | $3.05M | 0.18% | −2,450−1.8% | Reduced |
| LSV Asset Management | 126,900 | $2.86M | 0.01% | −700−0.5% | Reduced |
| Bank of New York Mellon Corp | 121,693 | $2.74M | 0.00% | +21,528+21.5% | Added |
| Bridgeway Capital Management, LLC | 114,302 | $2.58M | 0.06% | +5,461+5.0% | Added |
| American Century Companies Inc | 113,465 | $2.56M | 0.00% | −10.0% | Reduced |
| Goldman Sachs Group Inc | 84,595 | $1.91M | 0.00% | −643−0.8% | Reduced |
| Assenagon Asset Management S.A. | 67,149 | $1.51M | 0.00% | +14,320+27.1% | Added |
| JPMorgan Chase & Co | 62,920 | $1.42M | 0.00% | +6,741+12.0% | Added |
| Empowered Funds, LLC | 61,302 | $1.38M | 0.03% | +5,461+9.8% | Added |
| Integris Wealth Management, LLC | 54,130 | $1.22M | 0.36% | −4,816−8.2% | Reduced |
| Los Angeles Capital Management LLC | 43,620 | $983.6K | 0.00% | +7,260+20.0% | Added |
| Mutual Advisors, LLC | 40,043 | $903.0K | 0.03% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 37,131 | $837.3K | 0.00% | −357−1.0% | Reduced |
| First Trust Advisors LP | 36,361 | $819.9K | 0.00% | −3,993−9.9% | Reduced |
| Nuveen Asset Management, LLC | 32,956 | $743.2K | 0.00% | +9,096+38.1% | Added |
| Bank of America Corp | 32,517 | $733.3K | 0.00% | +5,677+21.2% | Added |
| Martingale Asset Management L P | 29,050 | $655.1K | 0.01% | +17+0.1% | Added |
| Arrowstreet Capital, Limited Partnership | 26,809 | $605.0K | 0.00% | −944−3.4% | Reduced |
| Gradient Investments LLC | 24,714 | $557.3K | 0.01% | +120+0.5% | Added |
| Jacobs Levy Equity Management, Inc | 24,592 | $554.5K | 0.00% | −116−0.5% | Reduced |
| State of Wisconsin Investment Board | 20,900 | $471.3K | 0.00% | −400−1.9% | Reduced |
| Rhumbline Advisers | 20,597 | $464.5K | 0.00% | −115−0.6% | Reduced |
| Two Sigma Advisers, LP | 19,300 | $435.2K | 0.00% | −9,400−32.8% | Reduced |
| Barclays PLC | 18,396 | $414.8K | 0.00% | +16,166+724.9% | Added |
| Mariner, LLC | 15,668 | $353.3K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 15,461 | $348.6K | 0.00% | −10,576−40.6% | Reduced |
| UBS Group AG | 15,246 | $343.8K | 0.00% | +7,121+87.6% | Added |
| BNP Paribas Arbitrage, SA | 15,218 | $343.2K | 0.00% | +8,243+118.2% | Added |
| Royal Bank of Canada | 14,552 | $328.0K | 0.00% | +1,260+9.5% | Added |
| Van Hulzen Asset Management, LLC | 13,660 | $308.0K | 0.02% | −6,340−31.7% | Reduced |
| Pasadena Private Wealth, LLC | 13,200 | $297.7K | 0.07% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 12,466 | $281.1K | 0.00% | +230+1.9% | Added |
| Trexquant Investment LP | 12,428 | $280.3K | 0.01% | +12,428 | New |
| Globeflex Capital L P | 12,272 | $276.7K | 0.03% | 00.0% | Unchanged |
| MKT Advisors LLC | 12,320 | $271.4K | 0.18% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 9,846 | $222.0K | 0.02% | +9,846 | New |
| Invesco Ltd. | 9,714 | $219.1K | 0.00% | +9,714 | New |
| STRS Ohio | 9,700 | $218.0K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 9,374 | $211.4K | 0.00% | +38+0.4% | Added |
| SG Americas Securities, LLC | 7,338 | $165.0K | 0.00% | +1,012+16.0% | Added |
| New York State Common Retirement Fund | 7,220 | $162.8K | 0.00% | +12+0.2% | Added |
| American International Group, Inc. | 6,700 | $151.1K | 0.00% | −202−2.9% | Reduced |
| MetLife Investment Management | 6,642 | $149.8K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 5,395 | $121.7K | 0.02% | +5,395 | New |
| Russell Investments Group, Ltd. | 5,328 | $120.1K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 5,152 | $116.2K | 0.00% | +737+16.7% | Added |
| Public Employees Retirement System of Ohio | 4,663 | $105.2K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 4,064 | $91.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,538 | $80.0K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 2,219 | $50.0K | 0.00% | −833−27.3% | Reduced |
| Citigroup Inc | 2,170 | $48.9K | 0.00% | +2,034+1,495.6% | Added |
| Lazard Asset Management LLC | 2,094 | $47.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,685 | $35.6K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,545 | $34.8K | 0.00% | −4,922−76.1% | Reduced |
| Ameritas Investment Partners, Inc. | 1,243 | $28.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,229 | $28.0K | 0.00% | −146−10.6% | Reduced |
| Whittier Trust Co | 1,159 | $26.1K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,116 | $25.2K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 886 | $20.0K | 0.00% | −81−8.4% | Reduced |
| Metropolitan Life Insurance Co | 769 | $17.3K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 755 | $17.0K | 0.01% | +755 | New |
| Nisa Investment Advisors, LLC | 589 | $13.3K | 0.00% | −600−50.5% | Reduced |
| Salem Investment Counselors Inc | 210 | $4.74K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 180 | $4.06K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 48 | $1.08K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 18 | $405 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2 | $45 | 0.00% | +2 | New |
| Huntington National Bank | 1 | $23 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −79,756−100.0% | Sold out |
| M3F, Inc. | 0 | $0 | 0.00% | −35,199−100.0% | Sold out |
| Earnest Partners LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −108−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −54−100.0% | Sold out |