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 |
|---|---|---|---|---|---|
| Boston Private Wealth LLC | 76 | $2.12K | 0.00% | +76 | New |
| SRS Capital Advisors, Inc. | 55 | $1.53K | 0.00% | −234−81.0% | Reduced |
| Signaturefd, LLC | 55 | $1.53K | 0.00% | +19+52.8% | Added |
| The PNC Financial Services Group, Inc. | 52 | $1.45K | 0.00% | +6+13.0% | Added |
| Lindbrook Capital, LLC | 48 | $1.34K | 0.00% | −13−21.3% | Reduced |
| Capital Advisors, Ltd. LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 28 | $781 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 25 | $697 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 17 | $474 | 0.00% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 10 | $279 | 0.00% | 00.0% | Unchanged |
| 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 |
| Covestor Ltd | 2 | $0 | 0.00% | −1−33.3% | Reduced |
| Zacks Investment Management | 0 | $0 | 0.00% | −35,996−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −29,579−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −17,852−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −17,025−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −8,358−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −7,683−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −6,992−100.0% | Sold out |
| State of Tennessee, Treasury Department | 0 | $0 | 0.00% | −4,748−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −420−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −154−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| Van Hulzen Asset Management, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |