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, Q1 2025
Institutional positions in Sierra Bancorp as of Mar 31, 2025. 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
- 114
- 0 vs. Q4 2024
- Shares held
- 7.71M
- −232.1K (−2.9%) vs. Q4 2024
- Total value
- $214.8M
- −$14.8M (−6.5%) vs. Q4 2024
- New holders
- 13
- 26 more added
- Sold out
- 13
- 46 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Sierra Bancorp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 2 | $0 | 0.00% | −1−33.3% | Reduced |
| Huntington National Bank | 1 | $28 | 0.00% | −74−98.7% | Reduced |
| SBI Securities Co., Ltd. | 1 | $28 | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 1 | $28 | 0.00% | +1 | New |
| Nordwand Advisors, LLC | 10 | $279 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 17 | $474 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 25 | $697 | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 28 | $781 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 48 | $1.34K | 0.00% | −13−21.3% | Reduced |
| The PNC Financial Services Group, Inc. | 52 | $1.45K | 0.00% | +6+13.0% | Added |
| Signaturefd, LLC | 55 | $1.53K | 0.00% | +19+52.8% | Added |
| SRS Capital Advisors, Inc. | 55 | $1.53K | 0.00% | −234−81.0% | Reduced |
| Quadrant Capital Group LLC | 76 | $2.12K | 0.00% | +53+230.4% | Added |
| Boston Private Wealth LLC | 76 | $2.12K | 0.00% | +76 | New |
| Versant Capital Management, Inc | 172 | $4.79K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 170 | $4.80K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 179 | $4.99K | 0.00% | +178+17,800.0% | Added |
| North Star Investment Management Corp. | 180 | $5.02K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 215 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 225 | $6.27K | 0.00% | −191−45.9% | Reduced |
| Tidemark, LLC | 238 | $6.63K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 382 | $10.6K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 489 | $14.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 540 | $15.1K | 0.00% | +433+404.7% | Added |
| Coldstream Capital Management Inc | 560 | $15.6K | 0.00% | +560 | New |
| Nisa Investment Advisors, LLC | 589 | $16.4K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 863 | $24.0K | 0.00% | +109+14.5% | Added |
| California State Teachers Retirement System | 955 | $26.6K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,012 | $28.2K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,116 | $31.1K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,159 | $32.3K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,243 | $34.7K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,437 | $40.1K | 0.00% | +929+182.9% | Added |
| Spire Wealth Management | 1,595 | $44.5K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,583 | $72.1K | 0.00% | +2,583 | New |
| BNP Paribas Arbitrage, SA | 3,309 | $92.3K | 0.00% | −9,238−73.6% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 3,500 | $97.6K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 3,662 | $102.1K | 0.00% | −553−13.1% | Reduced |
| New York State Common Retirement Fund | 3,814 | $106.3K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 4,610 | $128.5K | 0.02% | −210−4.4% | Reduced |
| CWM, LLC | 4,920 | $137.0K | 0.00% | +647+15.1% | Added |
| SG Americas Securities, LLC | 5,588 | $156.0K | 0.00% | −315−5.3% | Reduced |
| Globeflex Capital L P | 6,286 | $175.3K | 0.02% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 6,376 | $177.8K | 0.00% | −94−1.5% | Reduced |
| Creative Planning | 7,399 | $206.3K | 0.00% | −132−1.8% | Reduced |
| Franklin Resources Inc | 7,618 | $212.4K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 7,750 | $216.1K | 0.00% | +312+4.2% | Added |
| MetLife Investment Management | 8,035 | $224.0K | 0.00% | −214−2.6% | Reduced |
| Intech Investment Management LLC | 8,175 | $227.9K | 0.00% | +8,175 | New |
| Integrated Quantitative Investments LLC | 8,300 | $231.4K | 0.11% | +8,300 | New |
| Quantinno Capital Management LP | 8,465 | $236.0K | 0.00% | +8,465 | New |
| Invesco Ltd. | 8,675 | $241.9K | 0.00% | +8,675 | New |
| Wells Fargo & Company | 8,682 | $242.1K | 0.00% | +373+4.5% | Added |
| Deutsche Bank AG | 8,795 | $245.2K | 0.00% | −591−6.3% | Reduced |
| Thrivent Financial for Lutherans | 9,664 | $269.0K | 0.00% | +9,664 | New |
| Citigroup Inc | 9,879 | $275.4K | 0.00% | −931−8.6% | Reduced |
| STRS Ohio | 10,100 | $281.6K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 11,268 | $314.0K | 0.00% | +1,397+14.2% | Added |
| MKT Advisors LLC | 12,320 | $314.8K | 0.15% | 00.0% | Unchanged |
| Royal Bank of Canada | 11,620 | $324.0K | 0.00% | −702−5.7% | Reduced |
| Two Sigma Advisers, LP | 11,800 | $329.0K | 0.00% | −700−5.6% | Reduced |
| Squarepoint Ops LLC | 12,119 | $337.9K | 0.00% | −4,303−26.2% | Reduced |
| Federated Hermes, Inc. | 12,161 | $339.0K | 0.00% | −16−0.1% | Reduced |
| UBS Group AG | 12,878 | $359.0K | 0.00% | +3,500+37.3% | Added |
| Pasadena Private Wealth, LLC | 13,200 | $368.0K | 0.07% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 13,216 | $368.5K | 0.00% | −500−3.6% | Reduced |
| Trexquant Investment LP | 13,268 | $369.9K | 0.00% | −1,883−12.4% | Reduced |
| Mariner, LLC | 13,328 | $371.6K | 0.00% | −366−2.7% | Reduced |
| Bank of America Corp | 13,651 | $380.6K | 0.00% | −4,458−24.6% | Reduced |
| Voya Investment Management LLC | 14,141 | $394.3K | 0.00% | +4,073+40.5% | Added |
| Segall Bryant & Hamill, LLC | 14,150 | $394.5K | 0.01% | −32,637−69.8% | Reduced |
| Millennium Management LLC | 14,659 | $408.7K | 0.00% | −23,199−61.3% | Reduced |
| Jacobs Levy Equity Management, Inc | 15,328 | $427.3K | 0.00% | −630−3.9% | Reduced |
| Barclays PLC | 15,488 | $431.8K | 0.00% | −6,533−29.7% | Reduced |
| Two Sigma Investments, LP | 18,865 | $526.0K | 0.00% | +3,022+19.1% | Added |
| Susquehanna International Group, LLP | 19,227 | $536.0K | 0.00% | +10,219+113.4% | Added |
| Rhumbline Advisers | 19,332 | $539.0K | 0.00% | −811−4.0% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 21,935 | $611.5K | 0.00% | +21,935 | New |
| AQR Capital Management LLC | 24,072 | $671.1K | 0.00% | +10,046+71.6% | Added |
| Mutual Advisors, LLC | 25,951 | $681.2K | 0.02% | −3,000−10.4% | Reduced |
| State of Wisconsin Investment Board | 27,800 | $775.1K | 0.00% | +1,100+4.1% | Added |
| Jane Street Group, LLC | 28,129 | $784.2K | 0.00% | +28,129 | New |
| Fisher Asset Management, LLC | 30,801 | $858.7K | 0.00% | +30,801 | New |
| Los Angeles Capital Management LLC | 34,133 | $951.6K | 0.00% | −4,880−12.5% | Reduced |
| Nuveen, LLC | 34,437 | $960.1K | 0.00% | +34,437 | New |
| Charles Schwab Investment Management Inc | 37,067 | $1.03M | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 38,637 | $1.08M | 0.00% | +1,907+5.2% | Added |
| Panagora Asset Management Inc | 43,949 | $1.23M | 0.01% | +25,508+138.3% | Added |
| Martingale Asset Management L P | 46,531 | $1.30M | 0.03% | +4,567+10.9% | Added |
| First Trust Advisors LP | 47,393 | $1.32M | 0.00% | −1,191−2.5% | Reduced |
| JPMorgan Chase & Co | 53,212 | $1.48M | 0.00% | −36,404−40.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 58,518 | $1.63M | 0.00% | +1,817+3.2% | Added |
| Empowered Funds, LLC | 74,248 | $2.07M | 0.03% | −4,513−5.7% | Reduced |
| LSV Asset Management | 97,000 | $2.70M | 0.01% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 106,689 | $2.97M | 0.00% | −516−0.5% | Reduced |
| Goldman Sachs Group Inc | 118,801 | $3.31M | 0.00% | −13,846−10.4% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 121,612 | $3.39M | 0.01% | −18,630−13.3% | Reduced |
| Bridgeway Capital Management, LLC | 127,248 | $3.55M | 0.09% | −4,513−3.4% | Reduced |
| Morgan Stanley | 132,938 | $3.71M | 0.00% | −14,597−9.9% | Reduced |