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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.

Institutional holdersQ4 2024: 115 institutions
Q1 2021: 92 institutionsQ2 2021: 90 institutionsQ3 2021: 90 institutionsQ4 2021: 92 institutionsQ1 2022: 91 institutionsQ2 2022: 85 institutionsQ3 2022: 80 institutionsQ4 2022: 85 institutionsQ1 2023: 83 institutionsQ2 2023: 83 institutionsQ3 2023: 85 institutionsQ4 2023: 84 institutionsQ1 2024: 84 institutionsQ2 2024: 90 institutionsQ3 2024: 104 institutionsQ4 2024: 115 institutionsQ1 2025: 114 institutionsQ2 2025: 105 institutionsQ3 2025: 108 institutionsQ4 2025: 114 institutionsQ1 2026: 116 institutionsQ2 2026: 125 institutions
Value heldQ4 2024: $230.7M
Q1 2021: $223.6MQ2 2021: $211.6MQ3 2021: $199.7MQ4 2021: $225.7MQ1 2022: $202.2MQ2 2022: $173.7MQ3 2022: $155.1MQ4 2022: $171.3MQ1 2023: $136.3MQ2 2023: $139.6MQ3 2023: $151.6MQ4 2023: $183.6MQ1 2024: $160.8MQ2 2024: $179.2MQ3 2024: $238.4MQ4 2024: $230.7MQ1 2025: $214.8MQ2 2025: $229.6MQ3 2025: $218.5MQ4 2025: $245.6MQ1 2026: $257.0MQ2 2026: $316.7M
Institutions holding BSRR and their total value by quarter
QuarterHoldersValue
Q2 2026125$316.7M
Q1 2026116$257.0M
Q4 2025114$245.6M
Q3 2025108$218.5M
Q2 2025105$229.6M
Q1 2025114$214.8M
Q4 2024115$230.7M
Q3 2024104$238.4M
Q2 202490$179.2M
Q1 202484$160.8M
Q4 202384$183.6M
Q3 202385$151.6M
Q2 202383$139.6M
Q1 202383$136.3M
Q4 202285$171.3M
Q3 202280$155.1M
Q2 202285$173.7M
Q1 202291$202.2M
Q4 202192$225.7M
Q3 202190$199.7M
Q2 202190$211.6M
Q1 202192$223.6M

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Sierra Bancorp; share changes are against Q3 2024.

Institutions holding BSRR in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Aquatic Capital Management LLC65$1.88K0.00%+65New
Lindbrook Capital, LLC61$1.76K0.00%+13+27.1%Added
Allworth Financial LP54$1.59K0.00%+8+17.4%Added
The PNC Financial Services Group, Inc.46$1.33K0.00%00.0%Unchanged
Signaturefd, LLC36$1.04K0.00%+36New
Capital Advisors, Ltd. LLC28$1.00K0.00%00.0%Unchanged
Russell Investments Group, Ltd.28$8100.00%−5,300−99.5%Reduced
Rothschild Investment LLC25$7230.00%+25New
Quadrant Capital Group LLC23$6660.00%00.0%Unchanged
EverSource Wealth Advisors, LLC17$4920.00%+17New
Nordwand Advisors, LLC10$2890.00%00.0%Unchanged
Van Hulzen Asset Management, LLC1$290.00%+1New
IFP Advisors, Inc1$290.00%+1New
SBI Securities Co., Ltd.1$290.00%+1New
Covestor Ltd3$00.00%−1−25.0%Reduced
Kennedy Capital Management, Inc.0$00.00%−32,484−100.0%Sold out
EAM Investors, LLC0$00.00%−28,385−100.0%Sold out
Jane Street Group, LLC0$00.00%−16,827−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−7,755−100.0%Sold out
Advisor Group Holdings, Inc.0$00.00%−2,965−100.0%Sold out
Cullen/Frost Bankers, Inc.0$00.00%−265−100.0%Sold out
Continuum Advisory, LLC0$00.00%−117−100.0%Sold out
Nelson, Van Denburg & Campbell Wealth Management Group, LLC0$00.00%−99−100.0%Sold out
Capital Performance Advisors LLP0$00.00%−68−100.0%Sold out