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, Q2 2024
Institutional positions in Sierra Bancorp as of Jun 30, 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
- 90
- +6 vs. Q1 2024
- Shares held
- 8.00M
- +40.5K (+0.5%) vs. Q1 2024
- Total value
- $179.2M
- +$18.5M (+11.5%) vs. Q1 2024
- New holders
- 12
- 32 more added
- Sold out
- 6
- 30 more reduced
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Sierra Bancorp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 1,360,330 | $30.4M | 0.00% | +7,852+0.6% | Added |
| Dimensional Fund Advisors LP | 985,415 | $22.1M | 0.01% | −10,400−1.0% | Reduced |
| Vanguard Group Inc | 715,529 | $16.0M | 0.00% | +35,476+5.2% | Added |
| Private Management Group Inc | 657,147 | $14.7M | 0.57% | +7,515+1.2% | Added |
| Banc Funds Co LLC | 430,428 | $9.63M | 1.14% | −6,318−1.4% | Reduced |
| Manufacturers Life Insurance Company, The | 409,864 | $9.17M | 0.01% | −1,979−0.5% | Reduced |
| Ameriprise Financial Inc | 355,919 | $7.97M | 0.00% | +7,314+2.1% | Added |
| State Street Corp | 310,162 | $6.94M | 0.00% | −3,969−1.3% | Reduced |
| Geode Capital Management, LLC | 298,468 | $6.68M | 0.00% | +7,883+2.7% | Added |
| Northern Trust Corp | 216,901 | $4.85M | 0.00% | −4,405−2.0% | Reduced |
| Renaissance Technologies LLC | 208,512 | $4.67M | 0.01% | −4,300−2.0% | Reduced |
| FMR LLC | 173,015 | $3.87M | 0.00% | +21,614+14.3% | Added |
| Foundry Partners, LLC | 148,490 | $3.32M | 0.18% | −1,925−1.3% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 141,142 | $3.16M | 0.01% | +1,020+0.7% | Added |
| LSV Asset Management | 126,900 | $2.84M | 0.01% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 124,242 | $2.78M | 0.07% | +5,040+4.2% | Added |
| Bank of New York Mellon Corp | 119,520 | $2.67M | 0.00% | +3,531+3.0% | Added |
| Morgan Stanley | 117,829 | $2.64M | 0.00% | −11,012−8.5% | Reduced |
| American Century Companies Inc | 113,481 | $2.54M | 0.00% | +150.0% | Added |
| Goldman Sachs Group Inc | 98,568 | $2.21M | 0.00% | +15,158+18.2% | Added |
| Empowered Funds, LLC | 71,242 | $1.59M | 0.03% | +5,040+7.6% | Added |
| Assenagon Asset Management S.A. | 59,665 | $1.34M | 0.00% | −17,980−23.2% | Reduced |
| JPMorgan Chase & Co | 46,833 | $1.05M | 0.00% | −25,052−34.9% | Reduced |
| First Trust Advisors LP | 41,358 | $925.6K | 0.00% | +4,080+10.9% | Added |
| Mutual Advisors, LLC | 30,951 | $885.8K | 0.03% | −9,092−22.7% | Reduced |
| Los Angeles Capital Management LLC | 37,980 | $850.0K | 0.00% | −5,100−11.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 37,465 | $838.0K | 0.00% | +10,656+39.7% | Added |
| Charles Schwab Investment Management Inc | 37,038 | $828.9K | 0.00% | +1,499+4.2% | Added |
| Nuveen Asset Management, LLC | 34,437 | $770.7K | 0.00% | +1,481+4.5% | Added |
| Kennedy Capital Management, Inc. | 32,484 | $727.0K | 0.02% | +32,484 | New |
| Martingale Asset Management L P | 29,753 | $665.9K | 0.01% | +601+2.1% | Added |
| State of Wisconsin Investment Board | 26,800 | $599.8K | 0.00% | −200−0.7% | Reduced |
| Invesco Ltd. | 24,684 | $552.4K | 0.00% | +1,129+4.8% | Added |
| Two Sigma Advisers, LP | 22,200 | $496.8K | 0.00% | −1,200−5.1% | Reduced |
| BNP Paribas Arbitrage, SA | 21,082 | $471.8K | 0.00% | +14,384+214.8% | Added |
| Rhumbline Advisers | 20,945 | $468.7K | 0.00% | −150−0.7% | Reduced |
| Jacobs Levy Equity Management, Inc | 18,406 | $411.9K | 0.00% | −5,993−24.6% | Reduced |
| Two Sigma Investments, LP | 16,148 | $361.4K | 0.00% | −6,942−30.1% | Reduced |
| Jane Street Group, LLC | 15,343 | $343.4K | 0.00% | +15,343 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 14,164 | $317.0K | 0.00% | +14,164 | New |
| Alliancebernstein L.P. | 14,066 | $314.8K | 0.00% | +1,280+10.0% | Added |
| Mariner, LLC | 13,927 | $311.7K | 0.00% | −2,105−13.1% | Reduced |
| Pasadena Private Wealth, LLC | 13,200 | $295.4K | 0.07% | 00.0% | Unchanged |
| Royal Bank of Canada | 12,235 | $275.0K | 0.00% | +946+8.4% | Added |
| MKT Advisors LLC | 12,320 | $272.6K | 0.14% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 11,957 | $267.6K | 0.00% | +904+8.2% | Added |
| Bank of America Corp | 11,702 | $261.9K | 0.00% | −43−0.4% | Reduced |
| Gradient Investments LLC | 11,560 | $258.7K | 0.01% | −5,000−30.2% | Reduced |
| Trexquant Investment LP | 11,361 | $254.3K | 0.00% | +11,361 | New |
| STRS Ohio | 10,100 | $226.0K | 0.00% | +1,000+11.0% | Added |
| Van Hulzen Asset Management, LLC | 10,001 | $224.0K | 0.02% | −3,000−23.1% | Reduced |
| Deutsche Bank AG | 9,624 | $215.4K | 0.00% | +5,560+136.8% | Added |
| Federated Hermes, Inc. | 9,153 | $204.8K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 7,565 | $169.3K | 0.00% | +2,237+42.0% | Added |
| MetLife Investment Management | 7,411 | $165.9K | 0.00% | +769+11.6% | Added |
| New York State Common Retirement Fund | 7,214 | $161.4K | 0.00% | −71−1.0% | Reduced |
| Corebridge Financial, Inc. | 7,094 | $158.8K | 0.00% | +7,094 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 6,508 | $145.6K | 0.00% | +6,508 | New |
| Wells Fargo & Company | 6,465 | $144.7K | 0.00% | +911+16.4% | Added |
| Globeflex Capital L P | 6,286 | $140.7K | 0.01% | −2,727−30.3% | Reduced |
| UBS Group AG | 5,500 | $123.1K | 0.00% | −9,047−62.2% | Reduced |
| BFSG, LLC | 5,395 | $120.7K | 0.02% | 00.0% | Unchanged |
| Citigroup Inc | 4,654 | $104.2K | 0.00% | +1,774+61.6% | Added |
| Public Employees Retirement System of Ohio | 4,215 | $94.3K | 0.00% | −255−5.7% | Reduced |
| Barclays PLC | 4,206 | $94.1K | 0.00% | −4,900−53.8% | Reduced |
| CWM, LLC | 3,977 | $89.0K | 0.00% | +433+12.2% | Added |
| EntryPoint Capital, LLC | 3,858 | $86.3K | 0.04% | +3,858 | New |
| Lazard Asset Management LLC | 3,103 | $69.0K | 0.00% | +52+1.7% | Added |
| Advisor Group Holdings, Inc. | 2,965 | $66.4K | 0.00% | +13+0.4% | Added |
| Tower Research Capital LLC (TRC) | 2,837 | $63.5K | 0.00% | +2,837 | New |
| Spire Wealth Management | 1,595 | $35.7K | 0.00% | −90−5.3% | Reduced |
| Ameritas Investment Partners, Inc. | 1,243 | $27.8K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,159 | $25.9K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,116 | $24.8K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 955 | $21.4K | 0.00% | −400−29.5% | Reduced |
| Great West Life Assurance Co | 823 | $18.0K | 0.00% | −13−1.6% | Reduced |
| Nisa Investment Advisors, LLC | 589 | $13.2K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 489 | $11.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 289 | $6.47K | 0.00% | +289 | New |
| Tidemark, LLC | 238 | $5.33K | 0.00% | −238−50.0% | Reduced |
| Innealta Capital, LLC | 215 | $4.81K | 0.00% | +215 | New |
| Salem Investment Counselors Inc | 210 | $4.70K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 180 | $4.03K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 158 | $3.33K | 0.00% | +158 | New |
| Lindbrook Capital, LLC | 48 | $1.07K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 36 | $1.00K | 0.00% | +13+56.5% | Added |
| Picton Mahoney Asset Management | 22 | $1.00K | 0.00% | +22 | New |
| Huntington National Bank | 1 | $22 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1 | $22 | 0.00% | 00.0% | Unchanged |
| Integris Wealth Management, LLC | 0 | $0 | 0.00% | −54,130−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −10,891−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −6,643−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −4,681−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −769−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |