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