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 |
|---|---|---|---|---|---|
| Covestor Ltd | 4 | $0 | 0.00% | −32−88.9% | Reduced |
| Farther Finance Advisors, LLC | 2 | $58 | 0.00% | +1+100.0% | Added |
| Nordwand Advisors, LLC | 10 | $289 | 0.00% | +10 | New |
| Quadrant Capital Group LLC | 23 | $665 | 0.00% | +23 | New |
| Capital Advisors, Ltd. LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 37 | $1.07K | 0.00% | +37 | 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 |
| Allworth Financial LP | 46 | $1.33K | 0.00% | +46 | New |
| Lindbrook Capital, LLC | 48 | $1.39K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 68 | $1.96K | 0.00% | +68 | New |
| Huntington National Bank | 93 | $2.69K | 0.00% | +92+9,200.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 99 | $2.86K | 0.00% | +99 | New |
| Continuum Advisory, LLC | 117 | $3.69K | 0.00% | +117 | New |
| Smartleaf Asset Management LLC | 170 | $4.87K | 0.00% | +12+7.6% | Added |
| North Star Investment Management Corp. | 180 | $5.20K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 210 | $6.07K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 238 | $6.87K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 265 | $7.65K | 0.00% | +265 | New |
| SRS Capital Advisors, Inc. | 289 | $8.35K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 489 | $14.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 589 | $17.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 943 | $27.0K | 0.00% | +120+14.6% | Added |
| California State Teachers Retirement System | 955 | $27.6K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,012 | $29.0K | 0.00% | +1,012 | New |
| Legal & General Group Plc | 1,116 | $32.2K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,159 | $33.5K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,243 | $35.9K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,595 | $46.1K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,787 | $80.5K | 0.00% | −50−1.8% | Reduced |
| Advisor Group Holdings, Inc. | 2,965 | $85.6K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 3,814 | $110.1K | 0.00% | −3,400−47.1% | Reduced |
| Public Employees Retirement System of Ohio | 4,215 | $121.7K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 4,226 | $122.0K | 0.00% | +249+6.3% | Added |
| Deutsche Bank AG | 4,727 | $136.5K | 0.00% | −4,897−50.9% | Reduced |
| SG Americas Securities, LLC | 4,906 | $142.0K | 0.00% | +4,906 | New |
| BFSG, LLC | 5,020 | $145.0K | 0.02% | −375−7.0% | Reduced |
| Russell Investments Group, Ltd. | 5,328 | $153.9K | 0.00% | −2,237−29.6% | Reduced |
| Globeflex Capital L P | 6,286 | $181.6K | 0.02% | 00.0% | Unchanged |
| Wells Fargo & Company | 6,645 | $191.9K | 0.00% | +180+2.8% | Added |
| Corebridge Financial, Inc. | 6,959 | $201.0K | 0.00% | −135−1.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 7,134 | $206.0K | 0.00% | +626+9.6% | Added |
| MetLife Investment Management | 7,411 | $214.0K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 7,618 | $216.1K | 0.00% | +7,618 | New |
| UBS Group AG | 7,591 | $219.2K | 0.00% | +2,091+38.0% | Added |
| SEI Investments Co | 7,683 | $221.9K | 0.00% | +7,683 | New |
| Citadel Advisors LLC | 7,730 | $223.2K | 0.00% | +7,730 | New |
| Campbell & CO Investment Adviser LLC | 7,755 | $224.0K | 0.02% | +7,755 | New |
| Lazard Asset Management LLC | 7,806 | $225.0K | 0.00% | +4,703+151.6% | Added |
| AQR Capital Management LLC | 8,408 | $242.8K | 0.00% | +8,408 | New |
| Trexquant Investment LP | 8,918 | $257.6K | 0.00% | −2,443−21.5% | Reduced |
| Federated Hermes, Inc. | 9,367 | $270.5K | 0.00% | +214+2.3% | Added |
| Millennium Management LLC | 9,432 | $272.4K | 0.00% | +9,432 | New |
| Citigroup Inc | 10,061 | $290.6K | 0.00% | +5,407+116.2% | Added |
| STRS Ohio | 10,100 | $291.7K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 11,500 | $332.1K | 0.00% | −10,700−48.2% | Reduced |
| BNP Paribas Arbitrage, SA | 11,581 | $334.5K | 0.00% | −9,501−45.1% | Reduced |
| MKT Advisors LLC | 12,320 | $339.9K | 0.16% | 00.0% | Unchanged |
| Bank of America Corp | 12,111 | $349.8K | 0.00% | +409+3.5% | Added |
| Royal Bank of Canada | 12,229 | $353.0K | 0.00% | −60.0% | Reduced |
| Pasadena Private Wealth, LLC | 13,200 | $381.2K | 0.08% | 00.0% | Unchanged |
| Mariner, LLC | 13,694 | $395.5K | 0.00% | −233−1.7% | Reduced |
| Alliancebernstein L.P. | 13,716 | $396.1K | 0.00% | −350−2.5% | Reduced |
| Jacobs Levy Equity Management, Inc | 15,999 | $462.1K | 0.00% | −2,407−13.1% | Reduced |
| Panagora Asset Management Inc | 16,315 | $471.2K | 0.00% | +4,358+36.4% | Added |
| Jane Street Group, LLC | 16,827 | $486.0K | 0.00% | +1,484+9.7% | Added |
| Barclays PLC | 16,896 | $488.0K | 0.00% | +12,690+301.7% | Added |
| Rhumbline Advisers | 20,079 | $579.9K | 0.00% | −866−4.1% | Reduced |
| State of Wisconsin Investment Board | 26,100 | $753.8K | 0.00% | −700−2.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 26,241 | $757.8K | 0.00% | +12,077+85.3% | Added |
| EAM Investors, LLC | 28,385 | $819.8K | 0.12% | +28,385 | New |
| Mutual Advisors, LLC | 28,951 | $827.7K | 0.02% | −2,000−6.5% | Reduced |
| Kennedy Capital Management, Inc. | 32,484 | $938.1K | 0.02% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 34,437 | $994.5K | 0.00% | 00.0% | Unchanged |
| Martingale Asset Management L P | 36,184 | $1.04M | 0.02% | +6,431+21.6% | Added |
| Charles Schwab Investment Management Inc | 37,067 | $1.07M | 0.00% | +29+0.1% | Added |
| Segall Bryant & Hamill, LLC | 39,697 | $1.15M | 0.02% | +39,697 | New |
| Los Angeles Capital Management LLC | 46,013 | $1.33M | 0.01% | +8,033+21.2% | Added |
| Arrowstreet Capital, Limited Partnership | 52,666 | $1.52M | 0.00% | +15,201+40.6% | Added |
| First Trust Advisors LP | 53,109 | $1.53M | 0.00% | +11,751+28.4% | Added |
| JPMorgan Chase & Co | 65,858 | $1.90M | 0.00% | +19,025+40.6% | Added |
| Assenagon Asset Management S.A. | 74,000 | $2.14M | 0.00% | +14,335+24.0% | Added |
| Empowered Funds, LLC | 74,994 | $2.17M | 0.03% | +3,752+5.3% | Added |
| Zacks Investment Management | 97,590 | $2.82M | 0.02% | +97,590 | New |
| Bank of New York Mellon Corp | 109,340 | $3.16M | 0.00% | −10,180−8.5% | Reduced |
| LSV Asset Management | 115,800 | $3.34M | 0.01% | −11,100−8.7% | Reduced |
| Goldman Sachs Group Inc | 116,892 | $3.38M | 0.00% | +18,324+18.6% | Added |
| American Century Companies Inc | 122,111 | $3.53M | 0.00% | +8,630+7.6% | Added |
| Bridgeway Capital Management, LLC | 127,994 | $3.70M | 0.08% | +3,752+3.0% | Added |
| Hotchkis & Wiley Capital Management LLC | 140,242 | $4.05M | 0.01% | −900−0.6% | Reduced |
| Morgan Stanley | 147,258 | $4.25M | 0.00% | +29,429+25.0% | Added |
| Foundry Partners, LLC | 176,985 | $5.11M | 0.25% | +28,495+19.2% | Added |
| FMR LLC | 194,573 | $5.62M | 0.00% | +21,558+12.5% | Added |
| Renaissance Technologies LLC | 204,612 | $5.91M | 0.01% | −3,900−1.9% | Reduced |
| Northern Trust Corp | 210,793 | $6.09M | 0.00% | −6,108−2.8% | Reduced |
| Geode Capital Management, LLC | 296,117 | $8.55M | 0.00% | −2,351−0.8% | Reduced |
| State Street Corp | 321,257 | $9.28M | 0.00% | +11,095+3.6% | Added |
| Ameriprise Financial Inc | 352,913 | $10.2M | 0.00% | −3,006−0.8% | Reduced |
| Banc Funds Co LLC | 369,283 | $10.7M | 1.16% | −61,145−14.2% | Reduced |
| Manufacturers Life Insurance Company, The | 396,450 | $11.4M | 0.01% | −13,414−3.3% | Reduced |