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, Q4 2024
Institutional positions in Sierra Bancorp as of Dec 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
- 115
- +11 vs. Q3 2024
- Shares held
- 7.97M
- −279.6K (−3.4%) vs. Q3 2024
- Total value
- $230.7M
- −$7.70M (−3.2%) vs. Q3 2024
- New holders
- 20
- 42 more added
- Sold out
- 9
- 23 more reduced
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Sierra Bancorp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,444,759 | $41.8M | 0.00% | +69,659+5.1% | Added |
| Dimensional Fund Advisors LP | 972,978 | $28.1M | 0.01% | −3,758−0.4% | Reduced |
| Vanguard Group Inc | 717,103 | $20.7M | 0.00% | −15,086−2.1% | Reduced |
| Private Management Group Inc | 583,796 | $16.9M | 0.61% | −57,533−9.0% | Reduced |
| Manufacturers Life Insurance Company, The | 393,226 | $11.4M | 0.01% | −3,224−0.8% | Reduced |
| State Street Corp | 326,087 | $9.43M | 0.00% | +4,830+1.5% | Added |
| Geode Capital Management, LLC | 296,352 | $8.57M | 0.00% | +235+0.1% | Added |
| Banc Funds Co LLC | 226,731 | $6.56M | 0.72% | −142,552−38.6% | Reduced |
| Northern Trust Corp | 208,555 | $6.03M | 0.00% | −2,238−1.1% | Reduced |
| Renaissance Technologies LLC | 201,712 | $5.83M | 0.01% | −2,900−1.4% | Reduced |
| FMR LLC | 198,575 | $5.74M | 0.00% | +4,002+2.1% | Added |
| Ameriprise Financial Inc | 195,086 | $5.64M | 0.00% | −157,827−44.7% | Reduced |
| Foundry Partners, LLC | 176,685 | $5.11M | 0.26% | −300−0.2% | Reduced |
| Morgan Stanley | 147,535 | $4.27M | 0.00% | +277+0.2% | Added |
| Hotchkis & Wiley Capital Management LLC | 140,242 | $4.06M | 0.01% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 132,647 | $3.84M | 0.00% | +15,755+13.5% | Added |
| Bridgeway Capital Management, LLC | 131,761 | $3.81M | 0.09% | +3,767+2.9% | Added |
| American Century Companies Inc | 126,905 | $3.67M | 0.00% | +4,794+3.9% | Added |
| Bank of New York Mellon Corp | 107,205 | $3.10M | 0.00% | −2,135−2.0% | Reduced |
| LSV Asset Management | 97,000 | $2.81M | 0.01% | −18,800−16.2% | Reduced |
| JPMorgan Chase & Co | 89,616 | $2.59M | 0.00% | +23,758+36.1% | Added |
| Empowered Funds, LLC | 78,761 | $2.28M | 0.03% | +3,767+5.0% | Added |
| Arrowstreet Capital, Limited Partnership | 56,701 | $1.64M | 0.00% | +4,035+7.7% | Added |
| First Trust Advisors LP | 48,584 | $1.41M | 0.00% | −4,525−8.5% | Reduced |
| Segall Bryant & Hamill, LLC | 46,787 | $1.35M | 0.02% | +7,090+17.9% | Added |
| Martingale Asset Management L P | 41,964 | $1.21M | 0.03% | +5,780+16.0% | Added |
| Los Angeles Capital Management LLC | 39,013 | $1.13M | 0.00% | −7,000−15.2% | Reduced |
| Millennium Management LLC | 37,858 | $1.09M | 0.00% | +28,426+301.4% | Added |
| Charles Schwab Investment Management Inc | 37,067 | $1.07M | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 36,730 | $1.06M | 0.00% | +10,489+40.0% | Added |
| Zacks Investment Management | 35,996 | $1.04M | 0.01% | −61,594−63.1% | Reduced |
| Nuveen Asset Management, LLC | 34,437 | $995.9K | 0.00% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 28,951 | $856.4K | 0.02% | 00.0% | Unchanged |
| Citadel Advisors LLC | 29,579 | $855.4K | 0.00% | +21,849+282.7% | Added |
| State of Wisconsin Investment Board | 26,700 | $772.2K | 0.00% | +600+2.3% | Added |
| Barclays PLC | 22,021 | $636.8K | 0.00% | +5,125+30.3% | Added |
| Rhumbline Advisers | 20,143 | $582.5K | 0.00% | +64+0.3% | Added |
| Panagora Asset Management Inc | 18,441 | $533.3K | 0.00% | +2,126+13.0% | Added |
| Bank of America Corp | 18,109 | $523.7K | 0.00% | +5,998+49.5% | Added |
| Assenagon Asset Management S.A. | 17,852 | $516.3K | 0.00% | −56,148−75.9% | Reduced |
| Qube Research & Technologies Ltd | 17,025 | $492.4K | 0.00% | +17,025 | New |
| Squarepoint Ops LLC | 16,422 | $474.9K | 0.00% | +16,422 | New |
| Jacobs Levy Equity Management, Inc | 15,958 | $461.5K | 0.00% | −41−0.3% | Reduced |
| Two Sigma Investments, LP | 15,843 | $458.2K | 0.00% | +15,843 | New |
| Trexquant Investment LP | 15,151 | $438.2K | 0.01% | +6,233+69.9% | Added |
| AQR Capital Management LLC | 14,026 | $405.6K | 0.00% | +5,618+66.8% | Added |
| Alliancebernstein L.P. | 13,716 | $396.7K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 13,694 | $396.0K | 0.00% | 00.0% | Unchanged |
| Pasadena Private Wealth, LLC | 13,200 | $381.7K | 0.08% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 12,547 | $362.9K | 0.00% | +966+8.3% | Added |
| MKT Advisors LLC | 12,320 | $361.8K | 0.16% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 12,500 | $361.5K | 0.00% | +1,000+8.7% | Added |
| Royal Bank of Canada | 12,322 | $355.0K | 0.00% | +93+0.8% | Added |
| Federated Hermes, Inc. | 12,177 | $352.2K | 0.00% | +2,810+30.0% | Added |
| Citigroup Inc | 10,810 | $312.6K | 0.00% | +749+7.4% | Added |
| STRS Ohio | 10,100 | $292.1K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 10,068 | $291.2K | 0.00% | +10,068 | New |
| Lazard Asset Management LLC | 9,871 | $285.0K | 0.00% | +2,065+26.5% | Added |
| Deutsche Bank AG | 9,386 | $271.4K | 0.00% | +4,659+98.6% | Added |
| UBS Group AG | 9,378 | $271.2K | 0.00% | +1,787+23.5% | Added |
| Susquehanna International Group, LLP | 9,008 | $260.5K | 0.00% | +9,008 | New |
| XTX Topco Ltd | 8,358 | $241.7K | 0.02% | +8,358 | New |
| Wells Fargo & Company | 8,309 | $240.3K | 0.00% | +1,664+25.0% | Added |
| MetLife Investment Management | 8,249 | $238.6K | 0.00% | +838+11.3% | Added |
| SEI Investments Co | 7,683 | $222.2K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 7,618 | $220.3K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 7,531 | $217.8K | 0.00% | +7,531 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 7,438 | $215.1K | 0.00% | +304+4.3% | Added |
| Brandywine Global Investment Management, LLC | 6,992 | $202.2K | 0.00% | +6,992 | New |
| Corebridge Financial, Inc. | 6,470 | $187.1K | 0.00% | −489−7.0% | Reduced |
| Globeflex Capital L P | 6,286 | $181.8K | 0.02% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 5,903 | $171.0K | 0.00% | +997+20.3% | Added |
| BFSG, LLC | 4,820 | $139.4K | 0.02% | −200−4.0% | Reduced |
| State of Tennessee, Treasury Department | 4,748 | $137.3K | 0.00% | +4,748 | New |
| CWM, LLC | 4,273 | $124.0K | 0.00% | +47+1.1% | Added |
| Public Employees Retirement System of Ohio | 4,215 | $121.9K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 3,814 | $110.3K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 3,500 | $101.2K | 0.00% | +3,500 | New |
| 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 | $32.3K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,012 | $29.3K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 955 | $27.6K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 754 | $22.0K | 0.00% | −189−20.0% | Reduced |
| Nisa Investment Advisors, LLC | 589 | $17.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 508 | $14.7K | 0.00% | −2,279−81.8% | Reduced |
| Amalgamated Bank | 489 | $14.0K | 0.00% | 00.0% | Unchanged |
| R Squared Ltd | 420 | $12.1K | 0.01% | +420 | New |
| Sterling Capital Management LLC | 416 | $12.0K | 0.00% | +370+804.3% | Added |
| Farther Finance Advisors, LLC | 382 | $11.0K | 0.00% | +380+19,000.0% | Added |
| SRS Capital Advisors, Inc. | 289 | $8.36K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 238 | $6.88K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 215 | $6.22K | 0.00% | +5+2.4% | Added |
| North Star Investment Management Corp. | 180 | $5.21K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 172 | $4.97K | 0.00% | +172 | New |
| Smartleaf Asset Management LLC | 170 | $4.92K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 154 | $4.45K | 0.00% | +154 | New |
| GAMMA Investing LLC | 107 | $3.09K | 0.00% | +70+189.2% | Added |
| Huntington National Bank | 75 | $2.17K | 0.00% | −18−19.4% | Reduced |