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 |
|---|---|---|---|---|---|
| Covestor Ltd | 3 | $0 | 0.00% | −1−25.0% | Reduced |
| Van Hulzen Asset Management, LLC | 1 | $29 | 0.00% | +1 | New |
| IFP Advisors, Inc | 1 | $29 | 0.00% | +1 | New |
| SBI Securities Co., Ltd. | 1 | $29 | 0.00% | +1 | New |
| Nordwand Advisors, LLC | 10 | $289 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 17 | $492 | 0.00% | +17 | New |
| Quadrant Capital Group LLC | 23 | $666 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 25 | $723 | 0.00% | +25 | New |
| Russell Investments Group, Ltd. | 28 | $810 | 0.00% | −5,300−99.5% | Reduced |
| Capital Advisors, Ltd. LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 36 | $1.04K | 0.00% | +36 | New |
| The PNC Financial Services Group, Inc. | 46 | $1.33K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 54 | $1.59K | 0.00% | +8+17.4% | Added |
| Lindbrook Capital, LLC | 61 | $1.76K | 0.00% | +13+27.1% | Added |
| Aquatic Capital Management LLC | 65 | $1.88K | 0.00% | +65 | New |
| Huntington National Bank | 75 | $2.17K | 0.00% | −18−19.4% | Reduced |
| GAMMA Investing LLC | 107 | $3.09K | 0.00% | +70+189.2% | Added |
| Venturi Wealth Management, LLC | 154 | $4.45K | 0.00% | +154 | New |
| Smartleaf Asset Management LLC | 170 | $4.92K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 172 | $4.97K | 0.00% | +172 | New |
| North Star Investment Management Corp. | 180 | $5.21K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 215 | $6.22K | 0.00% | +5+2.4% | Added |
| Tidemark, LLC | 238 | $6.88K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 289 | $8.36K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 382 | $11.0K | 0.00% | +380+19,000.0% | Added |
| Sterling Capital Management LLC | 416 | $12.0K | 0.00% | +370+804.3% | Added |
| R Squared Ltd | 420 | $12.1K | 0.01% | +420 | New |
| Amalgamated Bank | 489 | $14.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 508 | $14.7K | 0.00% | −2,279−81.8% | Reduced |
| Nisa Investment Advisors, LLC | 589 | $17.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 754 | $22.0K | 0.00% | −189−20.0% | Reduced |
| California State Teachers Retirement System | 955 | $27.6K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,012 | $29.3K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,116 | $32.3K | 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 |
| Police & Firemen's Retirement System of New Jersey | 3,500 | $101.2K | 0.00% | +3,500 | New |
| New York State Common Retirement Fund | 3,814 | $110.3K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 4,215 | $121.9K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 4,273 | $124.0K | 0.00% | +47+1.1% | Added |
| State of Tennessee, Treasury Department | 4,748 | $137.3K | 0.00% | +4,748 | New |
| BFSG, LLC | 4,820 | $139.4K | 0.02% | −200−4.0% | Reduced |
| SG Americas Securities, LLC | 5,903 | $171.0K | 0.00% | +997+20.3% | Added |
| Globeflex Capital L P | 6,286 | $181.8K | 0.02% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 6,470 | $187.1K | 0.00% | −489−7.0% | Reduced |
| Brandywine Global Investment Management, LLC | 6,992 | $202.2K | 0.00% | +6,992 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 7,438 | $215.1K | 0.00% | +304+4.3% | Added |
| Creative Planning | 7,531 | $217.8K | 0.00% | +7,531 | New |
| Franklin Resources Inc | 7,618 | $220.3K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 7,683 | $222.2K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 8,249 | $238.6K | 0.00% | +838+11.3% | Added |
| Wells Fargo & Company | 8,309 | $240.3K | 0.00% | +1,664+25.0% | Added |
| XTX Topco Ltd | 8,358 | $241.7K | 0.02% | +8,358 | New |
| Susquehanna International Group, LLP | 9,008 | $260.5K | 0.00% | +9,008 | New |
| UBS Group AG | 9,378 | $271.2K | 0.00% | +1,787+23.5% | Added |
| Deutsche Bank AG | 9,386 | $271.4K | 0.00% | +4,659+98.6% | Added |
| Lazard Asset Management LLC | 9,871 | $285.0K | 0.00% | +2,065+26.5% | Added |
| Voya Investment Management LLC | 10,068 | $291.2K | 0.00% | +10,068 | New |
| STRS Ohio | 10,100 | $292.1K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 10,810 | $312.6K | 0.00% | +749+7.4% | Added |
| Federated Hermes, Inc. | 12,177 | $352.2K | 0.00% | +2,810+30.0% | Added |
| Royal Bank of Canada | 12,322 | $355.0K | 0.00% | +93+0.8% | Added |
| Two Sigma Advisers, LP | 12,500 | $361.5K | 0.00% | +1,000+8.7% | Added |
| MKT Advisors LLC | 12,320 | $361.8K | 0.16% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 12,547 | $362.9K | 0.00% | +966+8.3% | Added |
| Pasadena Private Wealth, LLC | 13,200 | $381.7K | 0.08% | 00.0% | Unchanged |
| Mariner, LLC | 13,694 | $396.0K | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 13,716 | $396.7K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 14,026 | $405.6K | 0.00% | +5,618+66.8% | Added |
| Trexquant Investment LP | 15,151 | $438.2K | 0.01% | +6,233+69.9% | Added |
| Two Sigma Investments, LP | 15,843 | $458.2K | 0.00% | +15,843 | New |
| Jacobs Levy Equity Management, Inc | 15,958 | $461.5K | 0.00% | −41−0.3% | Reduced |
| Squarepoint Ops LLC | 16,422 | $474.9K | 0.00% | +16,422 | New |
| Qube Research & Technologies Ltd | 17,025 | $492.4K | 0.00% | +17,025 | New |
| Assenagon Asset Management S.A. | 17,852 | $516.3K | 0.00% | −56,148−75.9% | Reduced |
| Bank of America Corp | 18,109 | $523.7K | 0.00% | +5,998+49.5% | Added |
| Panagora Asset Management Inc | 18,441 | $533.3K | 0.00% | +2,126+13.0% | Added |
| Rhumbline Advisers | 20,143 | $582.5K | 0.00% | +64+0.3% | Added |
| Barclays PLC | 22,021 | $636.8K | 0.00% | +5,125+30.3% | Added |
| State of Wisconsin Investment Board | 26,700 | $772.2K | 0.00% | +600+2.3% | Added |
| Citadel Advisors LLC | 29,579 | $855.4K | 0.00% | +21,849+282.7% | Added |
| Mutual Advisors, LLC | 28,951 | $856.4K | 0.02% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 34,437 | $995.9K | 0.00% | 00.0% | Unchanged |
| Zacks Investment Management | 35,996 | $1.04M | 0.01% | −61,594−63.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 36,730 | $1.06M | 0.00% | +10,489+40.0% | Added |
| Charles Schwab Investment Management Inc | 37,067 | $1.07M | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 37,858 | $1.09M | 0.00% | +28,426+301.4% | Added |
| Los Angeles Capital Management LLC | 39,013 | $1.13M | 0.00% | −7,000−15.2% | Reduced |
| Martingale Asset Management L P | 41,964 | $1.21M | 0.03% | +5,780+16.0% | Added |
| Segall Bryant & Hamill, LLC | 46,787 | $1.35M | 0.02% | +7,090+17.9% | Added |
| First Trust Advisors LP | 48,584 | $1.41M | 0.00% | −4,525−8.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 56,701 | $1.64M | 0.00% | +4,035+7.7% | Added |
| Empowered Funds, LLC | 78,761 | $2.28M | 0.03% | +3,767+5.0% | Added |
| JPMorgan Chase & Co | 89,616 | $2.59M | 0.00% | +23,758+36.1% | Added |
| LSV Asset Management | 97,000 | $2.81M | 0.01% | −18,800−16.2% | Reduced |
| Bank of New York Mellon Corp | 107,205 | $3.10M | 0.00% | −2,135−2.0% | Reduced |
| American Century Companies Inc | 126,905 | $3.67M | 0.00% | +4,794+3.9% | Added |
| Bridgeway Capital Management, LLC | 131,761 | $3.81M | 0.09% | +3,767+2.9% | Added |
| Goldman Sachs Group Inc | 132,647 | $3.84M | 0.00% | +15,755+13.5% | Added |