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, Q2 2025
Institutional positions in Sierra Bancorp as of Jun 30, 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
- 105
- −7 vs. Q1 2025
- Shares held
- 7.73M
- +198.1K (+2.6%) vs. Q1 2025
- Total value
- $229.6M
- +$19.6M (+9.3%) vs. Q1 2025
- New holders
- 9
- 41 more added
- Sold out
- 16
- 27 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Sierra Bancorp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $30 | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 1 | $30 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1 | $30 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 20 | $594 | 0.00% | +20 | New |
| Russell Investments Group, Ltd. | 28 | $831 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 42 | $1.25K | 0.00% | +42 | New |
| The PNC Financial Services Group, Inc. | 52 | $1.54K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 88 | $2.61K | 0.00% | +71+417.6% | Added |
| Essential Partners LLC | 102 | $3.03K | 0.00% | +102 | New |
| Versant Capital Management, Inc | 172 | $5.11K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 180 | $5.34K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 195 | $5.79K | 0.00% | −345−63.9% | Reduced |
| Salem Investment Counselors Inc | 215 | $6.38K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 286 | $9.32K | 0.00% | +107+59.8% | Added |
| Sterling Capital Management LLC | 349 | $10.4K | 0.00% | +124+55.1% | Added |
| Farther Finance Advisors, LLC | 382 | $11.3K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 489 | $15.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 589 | $17.5K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 891 | $26.4K | 0.00% | +891 | New |
| California State Teachers Retirement System | 955 | $28.4K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 1,027 | $30.0K | 0.00% | +164+19.0% | Added |
| Legal & General Group Plc | 1,116 | $33.1K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,159 | $34.4K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,243 | $36.9K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,545 | $45.9K | 0.00% | −50−3.1% | Reduced |
| BNP Paribas Arbitrage, SA | 1,609 | $47.8K | 0.00% | −1,700−51.4% | Reduced |
| Tower Research Capital LLC (TRC) | 2,266 | $67.3K | 0.00% | +829+57.7% | Added |
| Ameritas Advisory Services, LLC | 2,393 | $71.0K | 0.00% | +2,393 | New |
| Advisor Group Holdings, Inc. | 2,681 | $79.7K | 0.00% | +98+3.8% | Added |
| Police & Firemen's Retirement System of New Jersey | 3,500 | $103.9K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 3,662 | $108.7K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 3,814 | $113.2K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 4,675 | $138.8K | 0.02% | +65+1.4% | Added |
| Citigroup Inc | 5,054 | $150.1K | 0.00% | −4,825−48.8% | Reduced |
| CWM, LLC | 5,178 | $154.0K | 0.00% | +258+5.2% | Added |
| Deutsche Bank AG | 5,352 | $158.9K | 0.00% | −3,443−39.1% | Reduced |
| Globeflex Capital L P | 6,286 | $186.7K | 0.02% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 6,879 | $204.2K | 0.00% | −871−11.2% | Reduced |
| Intech Investment Management LLC | 6,921 | $205.5K | 0.00% | −1,254−15.3% | Reduced |
| Franklin Resources Inc | 7,618 | $226.2K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 7,938 | $235.7K | 0.01% | +7,938 | New |
| MetLife Investment Management | 8,035 | $238.6K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 8,138 | $241.6K | 0.00% | −4,740−36.8% | Reduced |
| Brandywine Global Investment Management, LLC | 8,192 | $243.2K | 0.00% | +8,192 | New |
| Integrated Quantitative Investments LLC | 8,300 | $246.4K | 0.07% | 00.0% | Unchanged |
| Wells Fargo & Company | 8,931 | $265.2K | 0.00% | +249+2.9% | Added |
| Invesco Ltd. | 9,852 | $292.5K | 0.00% | +1,177+13.6% | Added |
| Trexquant Investment LP | 10,215 | $303.3K | 0.00% | −3,053−23.0% | Reduced |
| Royal Bank of Canada | 10,345 | $307.0K | 0.00% | −1,275−11.0% | Reduced |
| STRS Ohio | 10,900 | $323.6K | 0.00% | +800+7.9% | Added |
| Quantinno Capital Management LP | 11,359 | $337.2K | 0.00% | +2,894+34.2% | Added |
| MKT Advisors LLC | 12,320 | $378.3K | 0.15% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 12,777 | $379.0K | 0.00% | +1,509+13.4% | Added |
| Federated Hermes, Inc. | 12,826 | $380.8K | 0.00% | +665+5.5% | Added |
| Pasadena Private Wealth, LLC | 13,200 | $391.9K | 0.07% | 00.0% | Unchanged |
| Mariner, LLC | 14,009 | $415.9K | 0.00% | +681+5.1% | Added |
| Two Sigma Advisers, LP | 14,300 | $424.6K | 0.00% | +2,500+21.2% | Added |
| Voya Investment Management LLC | 15,567 | $462.2K | 0.00% | +1,426+10.1% | Added |
| Alliancebernstein L.P. | 16,056 | $476.7K | 0.00% | +2,840+21.5% | Added |
| Jacobs Levy Equity Management, Inc | 17,391 | $516.3K | 0.00% | +2,063+13.5% | Added |
| Susquehanna International Group, LLP | 18,449 | $547.8K | 0.00% | −778−4.0% | Reduced |
| Rhumbline Advisers | 19,859 | $589.6K | 0.00% | +527+2.7% | Added |
| Two Sigma Investments, LP | 22,356 | $663.8K | 0.00% | +3,491+18.5% | Added |
| Barclays PLC | 22,718 | $674.5K | 0.00% | +7,230+46.7% | Added |
| Jane Street Group, LLC | 24,806 | $736.5K | 0.00% | −3,323−11.8% | Reduced |
| Thrivent Financial for Lutherans | 24,869 | $738.0K | 0.00% | +15,205+157.3% | Added |
| Nuveen, LLC | 25,518 | $757.6K | 0.00% | −8,919−25.9% | Reduced |
| Fourthstone LLC | 25,522 | $757.7K | 0.15% | +25,522 | New |
| Mutual Advisors, LLC | 25,951 | $791.5K | 0.02% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 26,800 | $795.7K | 0.00% | −1,000−3.6% | Reduced |
| AQR Capital Management LLC | 27,383 | $813.0K | 0.00% | +3,311+13.8% | Added |
| Los Angeles Capital Management LLC | 28,238 | $838.4K | 0.00% | −5,895−17.3% | Reduced |
| Millennium Management LLC | 29,421 | $873.5K | 0.00% | +14,762+100.7% | Added |
| Charles Schwab Investment Management Inc | 37,395 | $1.11M | 0.00% | +328+0.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 38,054 | $1.13M | 0.00% | −583−1.5% | Reduced |
| JPMorgan Chase & Co | 38,497 | $1.14M | 0.00% | −14,715−27.7% | Reduced |
| Fisher Asset Management, LLC | 40,598 | $1.21M | 0.00% | +9,797+31.8% | Added |
| Martingale Asset Management L P | 46,741 | $1.39M | 0.03% | +210+0.5% | Added |
| First Trust Advisors LP | 47,970 | $1.42M | 0.00% | +577+1.2% | Added |
| Panagora Asset Management Inc | 48,056 | $1.43M | 0.01% | +4,107+9.3% | Added |
| Arrowstreet Capital, Limited Partnership | 60,262 | $1.79M | 0.00% | +1,744+3.0% | Added |
| Bank of America Corp | 64,365 | $1.91M | 0.00% | +50,714+371.5% | Added |
| Segall Bryant & Hamill, LLC | 66,131 | $1.96M | 0.03% | +51,981+367.4% | Added |
| Empowered Funds, LLC | 76,720 | $2.28M | 0.03% | +2,472+3.3% | Added |
| LSV Asset Management | 97,000 | $2.88M | 0.01% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 104,087 | $3.09M | 0.00% | −14,714−12.4% | Reduced |
| Bank of New York Mellon Corp | 107,491 | $3.19M | 0.00% | +802+0.8% | Added |
| Banc Funds Co LLC | 121,424 | $3.61M | 0.54% | −32,407−21.1% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 121,612 | $3.61M | 0.01% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 129,720 | $3.85M | 0.09% | +2,472+1.9% | Added |
| Morgan Stanley | 140,861 | $4.18M | 0.00% | +7,923+6.0% | Added |
| CSM Advisors, LLC | 170,270 | $5.06M | 0.15% | +170,270 | New |
| Northern Trust Corp | 177,629 | $5.27M | 0.00% | −23,395−11.6% | Reduced |
| American Century Companies Inc | 181,923 | $5.40M | 0.00% | +47,474+35.3% | Added |
| FMR LLC | 190,660 | $5.66M | 0.00% | −12,541−6.2% | Reduced |
| Renaissance Technologies LLC | 196,112 | $5.82M | 0.01% | −1,700−0.9% | Reduced |
| Ameriprise Financial Inc | 238,620 | $7.08M | 0.00% | +33,048+16.1% | Added |
| State Street Corp | 281,222 | $8.35M | 0.00% | −27,641−8.9% | Reduced |
| Geode Capital Management, LLC | 298,395 | $8.86M | 0.00% | −2,643−0.9% | Reduced |