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