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 |
|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | 387,462 | $11.5M | 0.01% | −6,860−1.7% | Reduced |
| Private Management Group Inc | 586,402 | $17.4M | 0.57% | +7,641+1.3% | Added |
| Vanguard Group Inc | 710,636 | $21.1M | 0.00% | +20,893+3.0% | Added |
| Dimensional Fund Advisors LP | 951,605 | $28.3M | 0.01% | −7,944−0.8% | Reduced |
| BlackRock, Inc. | 1,340,923 | $39.8M | 0.00% | −80,239−5.6% | Reduced |
| Covestor Ltd | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0 | $0 | 0.00% | −21,935−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −12,119−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −7,399−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −6,376−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −5,588−100.0% | Sold out |
| Financial Management Professionals, Inc. | 0 | $0 | 0.00% | −1,012−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −560−100.0% | Sold out |
| Tidemark, LLC | 0 | $0 | 0.00% | −238−100.0% | Sold out |
| Smartleaf Asset Management LLC | 0 | $0 | 0.00% | −170−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −76−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −76−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Rothschild Investment LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Nordwand Advisors, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Foundry Partners, LLC | – | – | – | – | Not filed |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |