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, Q3 2024
Institutional positions in Sierra Bancorp as of Sep 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
- 104
- +15 vs. Q2 2024
- Shares held
- 8.25M
- +1.61M (+24.3%) vs. Q2 2024
- Total value
- $238.4M
- +$89.6M (+60.2%) vs. Q2 2024
- New holders
- 22
- 32 more added
- Sold out
- 7
- 28 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Sierra Bancorp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,375,100 | $39.7M | 0.00% | +1,375,100 | New |
| Dimensional Fund Advisors LP | 976,736 | $28.2M | 0.01% | −8,679−0.9% | Reduced |
| Vanguard Group Inc | 732,189 | $21.1M | 0.00% | +16,660+2.3% | Added |
| Private Management Group Inc | 641,329 | $18.5M | 0.65% | −15,818−2.4% | Reduced |
| Manufacturers Life Insurance Company, The | 396,450 | $11.4M | 0.01% | −13,414−3.3% | Reduced |
| Banc Funds Co LLC | 369,283 | $10.7M | 1.16% | −61,145−14.2% | Reduced |
| Ameriprise Financial Inc | 352,913 | $10.2M | 0.00% | −3,006−0.8% | Reduced |
| State Street Corp | 321,257 | $9.28M | 0.00% | +11,095+3.6% | Added |
| Geode Capital Management, LLC | 296,117 | $8.55M | 0.00% | −2,351−0.8% | Reduced |
| Northern Trust Corp | 210,793 | $6.09M | 0.00% | −6,108−2.8% | Reduced |
| Renaissance Technologies LLC | 204,612 | $5.91M | 0.01% | −3,900−1.9% | Reduced |
| FMR LLC | 194,573 | $5.62M | 0.00% | +21,558+12.5% | Added |
| Foundry Partners, LLC | 176,985 | $5.11M | 0.25% | +28,495+19.2% | Added |
| Morgan Stanley | 147,258 | $4.25M | 0.00% | +29,429+25.0% | Added |
| Hotchkis & Wiley Capital Management LLC | 140,242 | $4.05M | 0.01% | −900−0.6% | Reduced |
| Bridgeway Capital Management, LLC | 127,994 | $3.70M | 0.08% | +3,752+3.0% | Added |
| American Century Companies Inc | 122,111 | $3.53M | 0.00% | +8,630+7.6% | Added |
| Goldman Sachs Group Inc | 116,892 | $3.38M | 0.00% | +18,324+18.6% | Added |
| LSV Asset Management | 115,800 | $3.34M | 0.01% | −11,100−8.7% | Reduced |
| Bank of New York Mellon Corp | 109,340 | $3.16M | 0.00% | −10,180−8.5% | Reduced |
| Zacks Investment Management | 97,590 | $2.82M | 0.02% | +97,590 | New |
| Empowered Funds, LLC | 74,994 | $2.17M | 0.03% | +3,752+5.3% | Added |
| Assenagon Asset Management S.A. | 74,000 | $2.14M | 0.00% | +14,335+24.0% | Added |
| JPMorgan Chase & Co | 65,858 | $1.90M | 0.00% | +19,025+40.6% | Added |
| First Trust Advisors LP | 53,109 | $1.53M | 0.00% | +11,751+28.4% | Added |
| Arrowstreet Capital, Limited Partnership | 52,666 | $1.52M | 0.00% | +15,201+40.6% | Added |
| Los Angeles Capital Management LLC | 46,013 | $1.33M | 0.01% | +8,033+21.2% | Added |
| Segall Bryant & Hamill, LLC | 39,697 | $1.15M | 0.02% | +39,697 | New |
| Charles Schwab Investment Management Inc | 37,067 | $1.07M | 0.00% | +29+0.1% | Added |
| Martingale Asset Management L P | 36,184 | $1.04M | 0.02% | +6,431+21.6% | Added |
| Nuveen Asset Management, LLC | 34,437 | $994.5K | 0.00% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 32,484 | $938.1K | 0.02% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 28,951 | $827.7K | 0.02% | −2,000−6.5% | Reduced |
| EAM Investors, LLC | 28,385 | $819.8K | 0.12% | +28,385 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 26,241 | $757.8K | 0.00% | +12,077+85.3% | Added |
| State of Wisconsin Investment Board | 26,100 | $753.8K | 0.00% | −700−2.6% | Reduced |
| Rhumbline Advisers | 20,079 | $579.9K | 0.00% | −866−4.1% | Reduced |
| Barclays PLC | 16,896 | $488.0K | 0.00% | +12,690+301.7% | Added |
| Jane Street Group, LLC | 16,827 | $486.0K | 0.00% | +1,484+9.7% | Added |
| Panagora Asset Management Inc | 16,315 | $471.2K | 0.00% | +4,358+36.4% | Added |
| Jacobs Levy Equity Management, Inc | 15,999 | $462.1K | 0.00% | −2,407−13.1% | Reduced |
| Alliancebernstein L.P. | 13,716 | $396.1K | 0.00% | −350−2.5% | Reduced |
| Mariner, LLC | 13,694 | $395.5K | 0.00% | −233−1.7% | Reduced |
| Pasadena Private Wealth, LLC | 13,200 | $381.2K | 0.08% | 00.0% | Unchanged |
| Royal Bank of Canada | 12,229 | $353.0K | 0.00% | −60.0% | Reduced |
| Bank of America Corp | 12,111 | $349.8K | 0.00% | +409+3.5% | Added |
| MKT Advisors LLC | 12,320 | $339.9K | 0.16% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 11,581 | $334.5K | 0.00% | −9,501−45.1% | Reduced |
| Two Sigma Advisers, LP | 11,500 | $332.1K | 0.00% | −10,700−48.2% | Reduced |
| STRS Ohio | 10,100 | $291.7K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 10,061 | $290.6K | 0.00% | +5,407+116.2% | Added |
| Millennium Management LLC | 9,432 | $272.4K | 0.00% | +9,432 | New |
| Federated Hermes, Inc. | 9,367 | $270.5K | 0.00% | +214+2.3% | Added |
| Trexquant Investment LP | 8,918 | $257.6K | 0.00% | −2,443−21.5% | Reduced |
| AQR Capital Management LLC | 8,408 | $242.8K | 0.00% | +8,408 | New |
| Lazard Asset Management LLC | 7,806 | $225.0K | 0.00% | +4,703+151.6% | Added |
| Campbell & CO Investment Adviser LLC | 7,755 | $224.0K | 0.02% | +7,755 | New |
| Citadel Advisors LLC | 7,730 | $223.2K | 0.00% | +7,730 | New |
| SEI Investments Co | 7,683 | $221.9K | 0.00% | +7,683 | New |
| UBS Group AG | 7,591 | $219.2K | 0.00% | +2,091+38.0% | Added |
| Franklin Resources Inc | 7,618 | $216.1K | 0.00% | +7,618 | New |
| MetLife Investment Management | 7,411 | $214.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 7,134 | $206.0K | 0.00% | +626+9.6% | Added |
| Corebridge Financial, Inc. | 6,959 | $201.0K | 0.00% | −135−1.9% | Reduced |
| Wells Fargo & Company | 6,645 | $191.9K | 0.00% | +180+2.8% | Added |
| Globeflex Capital L P | 6,286 | $181.6K | 0.02% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 5,328 | $153.9K | 0.00% | −2,237−29.6% | Reduced |
| BFSG, LLC | 5,020 | $145.0K | 0.02% | −375−7.0% | Reduced |
| SG Americas Securities, LLC | 4,906 | $142.0K | 0.00% | +4,906 | New |
| Deutsche Bank AG | 4,727 | $136.5K | 0.00% | −4,897−50.9% | Reduced |
| CWM, LLC | 4,226 | $122.0K | 0.00% | +249+6.3% | Added |
| Public Employees Retirement System of Ohio | 4,215 | $121.7K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 3,814 | $110.1K | 0.00% | −3,400−47.1% | Reduced |
| Advisor Group Holdings, Inc. | 2,965 | $85.6K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,787 | $80.5K | 0.00% | −50−1.8% | Reduced |
| Spire Wealth Management | 1,595 | $46.1K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,243 | $35.9K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,159 | $33.5K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,116 | $32.2K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,012 | $29.0K | 0.00% | +1,012 | New |
| California State Teachers Retirement System | 955 | $27.6K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 943 | $27.0K | 0.00% | +120+14.6% | Added |
| Nisa Investment Advisors, LLC | 589 | $17.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 489 | $14.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 289 | $8.35K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 265 | $7.65K | 0.00% | +265 | New |
| Tidemark, LLC | 238 | $6.87K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 210 | $6.07K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 180 | $5.20K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 170 | $4.87K | 0.00% | +12+7.6% | Added |
| Continuum Advisory, LLC | 117 | $3.69K | 0.00% | +117 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 99 | $2.86K | 0.00% | +99 | New |
| Huntington National Bank | 93 | $2.69K | 0.00% | +92+9,200.0% | Added |
| Capital Performance Advisors LLP | 68 | $1.96K | 0.00% | +68 | New |
| Lindbrook Capital, LLC | 48 | $1.39K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 46 | $1.33K | 0.00% | +46 | New |
| The PNC Financial Services Group, Inc. | 46 | $1.33K | 0.00% | +46 | New |
| Sterling Capital Management LLC | 46 | $1.33K | 0.00% | +46 | New |
| GAMMA Investing LLC | 37 | $1.07K | 0.00% | +37 | New |
| Capital Advisors, Ltd. LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |