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, Q1 2024
Institutional positions in Sierra Bancorp as of Mar 31, 2024. 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
- 0 vs. Q4 2023
- Shares held
- 7.96M
- −183.3K (−2.3%) vs. Q4 2023
- Total value
- $160.8M
- −$22.9M (−12.4%) vs. Q4 2023
- New holders
- 4
- 26 more added
- Sold out
- 4
- 31 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Sierra Bancorp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 1,352,478 | $27.3M | 0.00% | −34,277−2.5% | Reduced |
| Dimensional Fund Advisors LP | 995,815 | $20.1M | 0.01% | −816−0.1% | Reduced |
| Vanguard Group Inc | 680,053 | $13.7M | 0.00% | +5,830+0.9% | Added |
| Private Management Group Inc | 649,632 | $13.1M | 0.50% | −3,096−0.5% | Reduced |
| Banc Funds Co LLC | 436,746 | $8.82M | 1.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 411,843 | $8.32M | 0.01% | −8,659−2.1% | Reduced |
| Ameriprise Financial Inc | 348,605 | $7.04M | 0.00% | +17,470+5.3% | Added |
| State Street Corp | 314,131 | $6.35M | 0.00% | +19,761+6.7% | Added |
| Geode Capital Management, LLC | 290,585 | $5.87M | 0.00% | +8,609+3.1% | Added |
| Northern Trust Corp | 221,306 | $4.47M | 0.00% | −24,392−9.9% | Reduced |
| Renaissance Technologies LLC | 212,812 | $4.30M | 0.01% | −3,500−1.6% | Reduced |
| FMR LLC | 151,401 | $3.06M | 0.00% | −7,330−4.6% | Reduced |
| Foundry Partners, LLC | 150,415 | $3.04M | 0.16% | +15,080+11.1% | Added |
| Hotchkis & Wiley Capital Management LLC | 140,122 | $2.83M | 0.01% | −2,600−1.8% | Reduced |
| Morgan Stanley | 128,841 | $2.60M | 0.00% | −8,500−6.2% | Reduced |
| LSV Asset Management | 126,900 | $2.56M | 0.01% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 119,202 | $2.41M | 0.05% | +4,900+4.3% | Added |
| Bank of New York Mellon Corp | 115,989 | $2.34M | 0.00% | −5,704−4.7% | Reduced |
| American Century Companies Inc | 113,466 | $2.29M | 0.00% | +10.0% | Added |
| Goldman Sachs Group Inc | 83,410 | $1.68M | 0.00% | −1,185−1.4% | Reduced |
| Assenagon Asset Management S.A. | 77,645 | $1.57M | 0.00% | +10,496+15.6% | Added |
| JPMorgan Chase & Co | 71,885 | $1.45M | 0.00% | +8,965+14.2% | Added |
| Empowered Funds, LLC | 66,202 | $1.34M | 0.02% | +4,900+8.0% | Added |
| Integris Wealth Management, LLC | 54,130 | $1.09M | 0.30% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 43,080 | $870.2K | 0.00% | −540−1.2% | Reduced |
| Mutual Advisors, LLC | 40,043 | $808.9K | 0.03% | 00.0% | Unchanged |
| First Trust Advisors LP | 37,278 | $753.0K | 0.00% | +917+2.5% | Added |
| Charles Schwab Investment Management Inc | 35,539 | $717.9K | 0.00% | −1,592−4.3% | Reduced |
| Nuveen Asset Management, LLC | 32,956 | $665.7K | 0.00% | 00.0% | Unchanged |
| Martingale Asset Management L P | 29,152 | $588.9K | 0.01% | +102+0.4% | Added |
| State of Wisconsin Investment Board | 27,000 | $545.4K | 0.00% | +6,100+29.2% | Added |
| Arrowstreet Capital, Limited Partnership | 26,809 | $542.0K | 0.00% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 24,399 | $492.9K | 0.00% | −193−0.8% | Reduced |
| Invesco Ltd. | 23,555 | $475.8K | 0.00% | +13,841+142.5% | Added |
| Two Sigma Advisers, LP | 23,400 | $472.7K | 0.00% | +4,100+21.2% | Added |
| Two Sigma Investments, LP | 23,090 | $466.4K | 0.00% | +7,629+49.3% | Added |
| Rhumbline Advisers | 21,095 | $426.1K | 0.00% | +498+2.4% | Added |
| Gradient Investments LLC | 16,560 | $334.5K | 0.01% | −8,154−33.0% | Reduced |
| Mariner, LLC | 16,032 | $323.8K | 0.00% | +364+2.3% | Added |
| UBS Group AG | 14,547 | $293.8K | 0.00% | −699−4.6% | Reduced |
| Pasadena Private Wealth, LLC | 13,200 | $266.6K | 0.06% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 13,001 | $263.0K | 0.02% | −659−4.8% | Reduced |
| Alliancebernstein L.P. | 12,786 | $258.3K | 0.00% | +320+2.6% | Added |
| Bank of America Corp | 11,745 | $237.2K | 0.00% | −20,772−63.9% | Reduced |
| Royal Bank of Canada | 11,289 | $228.0K | 0.00% | −3,263−22.4% | Reduced |
| Panagora Asset Management Inc | 11,053 | $223.3K | 0.00% | +11,053 | New |
| MKT Advisors LLC | 12,320 | $223.2K | 0.12% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 10,891 | $220.0K | 0.02% | +1,045+10.6% | Added |
| Federated Hermes, Inc. | 9,153 | $184.9K | 0.00% | −221−2.4% | Reduced |
| Barclays PLC | 9,106 | $183.9K | 0.00% | −9,290−50.5% | Reduced |
| STRS Ohio | 9,100 | $183.0K | 0.00% | −600−6.2% | Reduced |
| Globeflex Capital L P | 9,013 | $182.1K | 0.02% | −3,259−26.6% | Reduced |
| New York State Common Retirement Fund | 7,285 | $147.2K | 0.00% | +65+0.9% | Added |
| BNP Paribas Arbitrage, SA | 6,698 | $135.3K | 0.00% | −8,520−56.0% | Reduced |
| American International Group, Inc. | 6,643 | $134.2K | 0.00% | −57−0.9% | Reduced |
| MetLife Investment Management | 6,642 | $134.2K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 5,554 | $112.2K | 0.00% | +402+7.8% | Added |
| BFSG, LLC | 5,395 | $109.0K | 0.01% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 5,328 | $107.6K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 4,681 | $94.0K | 0.00% | +4,681 | New |
| Public Employees Retirement System of Ohio | 4,470 | $90.3K | 0.00% | −193−4.1% | Reduced |
| Deutsche Bank AG | 4,064 | $82.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,544 | $72.0K | 0.00% | +6+0.2% | Added |
| Lazard Asset Management LLC | 3,051 | $61.0K | 0.00% | +957+45.7% | Added |
| Advisor Group Holdings, Inc. | 2,952 | $59.6K | 0.00% | +2,934+16,300.0% | Added |
| Citigroup Inc | 2,880 | $58.2K | 0.00% | +710+32.7% | Added |
| Spire Wealth Management | 1,685 | $34.0K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 1,355 | $27.4K | 0.00% | −864−38.9% | Reduced |
| Ameritas Investment Partners, Inc. | 1,243 | $25.1K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,159 | $23.4K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,116 | $22.5K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 836 | $17.0K | 0.00% | −50−5.6% | Reduced |
| Metropolitan Life Insurance Co | 769 | $15.5K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 589 | $11.9K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 489 | $10.0K | 0.00% | −740−60.2% | Reduced |
| Tidemark, LLC | 476 | $9.62K | 0.01% | −279−37.0% | Reduced |
| Salem Investment Counselors Inc | 210 | $4.24K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 180 | $3.64K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 48 | $970 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2 | $40 | 0.00% | +2 | New |
| Huntington National Bank | 1 | $20 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1 | $19 | 0.00% | −1−50.0% | Reduced |
| Covestor Ltd | 23 | $0 | 0.00% | +23 | New |
| Fourthstone LLC | 0 | $0 | 0.00% | −153,766−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −12,428−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −7,338−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −1,545−100.0% | Sold out |