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