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, Q3 2025
Institutional positions in Sierra Bancorp as of Sep 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
- 108
- +3 vs. Q2 2025
- Shares held
- 7.56M
- −171.8K (−2.2%) vs. Q2 2025
- Total value
- $218.5M
- −$11.1M (−4.8%) vs. Q2 2025
- New holders
- 10
- 31 more added
- Sold out
- 7
- 38 more reduced
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Sierra Bancorp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $29 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1 | $29 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 3 | $87 | 0.00% | +3 | New |
| Smartleaf Asset Management LLC | 12 | $346 | 0.00% | +12 | New |
| True Wealth Design, LLC | 13 | $376 | 0.00% | +13 | New |
| Parkside Financial Bank & Trust | 20 | $578 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 52 | $1.50K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 77 | $2.23K | 0.00% | +35+83.3% | Added |
| EverSource Wealth Advisors, LLC | 115 | $3.32K | 0.00% | +27+30.7% | Added |
| Optiver Holding B.V. | 132 | $3.82K | 0.00% | +132 | New |
| Versant Capital Management, Inc | 172 | $4.97K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 180 | $5.20K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 200 | $5.78K | 0.00% | +5+2.6% | Added |
| Rockefeller Capital Management L.P. | 200 | $5.78K | 0.00% | +200 | New |
| Essential Partners LLC | 207 | $5.98K | 0.00% | +105+102.9% | Added |
| Salem Investment Counselors Inc | 215 | $6.22K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 227 | $6.56K | 0.00% | −155−40.6% | Reduced |
| IFP Advisors, Inc | 311 | $8.99K | 0.00% | +25+8.7% | Added |
| Tower Research Capital LLC (TRC) | 462 | $13.4K | 0.00% | −1,804−79.6% | Reduced |
| Amalgamated Bank | 489 | $14.0K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 546 | $15.0K | 0.00% | +546 | New |
| Nisa Investment Advisors, LLC | 589 | $17.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 755 | $22.0K | 0.00% | −9,590−92.7% | Reduced |
| Sterling Capital Management LLC | 857 | $24.8K | 0.00% | +508+145.6% | Added |
| California State Teachers Retirement System | 956 | $27.6K | 0.00% | +1+0.1% | Added |
| Great West Life Assurance Co | 1,023 | $30.0K | 0.00% | −4−0.4% | Reduced |
| Russell Investments Group, Ltd. | 1,068 | $30.9K | 0.00% | +1,040+3,714.3% | Added |
| Legal & General Group Plc | 1,116 | $32.3K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,134 | $32.8K | 0.00% | +1,134 | New |
| Whittier Trust Co | 1,159 | $33.4K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,243 | $35.9K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,488 | $43.0K | 0.00% | −3,566−70.6% | Reduced |
| Spire Wealth Management | 1,545 | $44.7K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,703 | $78.2K | 0.00% | +22+0.8% | Added |
| Police & Firemen's Retirement System of New Jersey | 3,500 | $101.2K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 3,565 | $103.1K | 0.00% | +1,956+121.6% | Added |
| Public Employees Retirement System of Ohio | 3,662 | $105.9K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 3,814 | $110.3K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 4,475 | $129.4K | 0.01% | −200−4.3% | Reduced |
| Deutsche Bank AG | 5,352 | $154.7K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 5,706 | $165.0K | 0.00% | −1,173−17.1% | Reduced |
| CWM, LLC | 6,165 | $178.0K | 0.00% | +987+19.1% | Added |
| Globeflex Capital L P | 6,286 | $181.8K | 0.03% | 00.0% | Unchanged |
| UBS Group AG | 6,805 | $196.7K | 0.00% | −1,333−16.4% | Reduced |
| Trexquant Investment LP | 7,253 | $209.7K | 0.00% | −2,962−29.0% | Reduced |
| First Trust Advisors LP | 7,543 | $218.1K | 0.00% | −40,427−84.3% | Reduced |
| Thrivent Financial for Lutherans | 7,980 | $231.0K | 0.00% | −16,889−67.9% | Reduced |
| MetLife Investment Management | 8,035 | $232.3K | 0.00% | 00.0% | Unchanged |
| Brandywine Global Investment Management, LLC | 8,192 | $236.8K | 0.00% | 00.0% | Unchanged |
| Integrated Quantitative Investments LLC | 8,300 | $240.0K | 0.07% | 00.0% | Unchanged |
| XTX Topco Ltd | 8,849 | $255.8K | 0.01% | +911+11.5% | Added |
| Franklin Resources Inc | 9,578 | $276.9K | 0.00% | +1,960+25.7% | Added |
| Wells Fargo & Company | 10,400 | $300.7K | 0.00% | +1,469+16.4% | Added |
| HSBC Holdings PLC | 11,009 | $314.0K | 0.00% | +11,009 | New |
| STRS Ohio | 10,900 | $315.1K | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 11,355 | $328.3K | 0.00% | +11,355 | New |
| MKT Advisors LLC | 12,320 | $353.2K | 0.13% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 12,529 | $362.2K | 0.00% | −248−1.9% | Reduced |
| Federated Hermes, Inc. | 12,960 | $374.7K | 0.00% | +134+1.0% | Added |
| Pasadena Private Wealth, LLC | 13,200 | $381.6K | 0.06% | 00.0% | Unchanged |
| Voya Investment Management LLC | 13,343 | $385.7K | 0.00% | −2,224−14.3% | Reduced |
| Mariner, LLC | 14,009 | $405.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 15,600 | $451.0K | 0.00% | +1,300+9.1% | Added |
| Alliancebernstein L.P. | 16,056 | $464.2K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 16,437 | $475.2K | 0.00% | +16,437 | New |
| Millennium Management LLC | 17,770 | $513.7K | 0.00% | −11,651−39.6% | Reduced |
| Jacobs Levy Equity Management, Inc | 17,871 | $516.7K | 0.00% | +480+2.8% | Added |
| Quantinno Capital Management LP | 18,805 | $543.7K | 0.00% | +7,446+65.6% | Added |
| Rhumbline Advisers | 19,292 | $557.7K | 0.00% | −567−2.9% | Reduced |
| Invesco Ltd. | 21,017 | $607.6K | 0.00% | +11,165+113.3% | Added |
| Barclays PLC | 22,489 | $650.2K | 0.00% | −229−1.0% | Reduced |
| Mutual Advisors, LLC | 24,951 | $663.4K | 0.01% | −1,000−3.9% | Reduced |
| Los Angeles Capital Management LLC | 23,474 | $678.6K | 0.00% | −4,764−16.9% | Reduced |
| State of Wisconsin Investment Board | 25,200 | $728.5K | 0.00% | −1,600−6.0% | Reduced |
| Nuveen, LLC | 25,518 | $737.7K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 29,240 | $845.3K | 0.00% | +6,884+30.8% | Added |
| AQR Capital Management LLC | 35,274 | $1.02M | 0.00% | +7,891+28.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 35,584 | $1.03M | 0.00% | −2,470−6.5% | Reduced |
| Charles Schwab Investment Management Inc | 37,410 | $1.08M | 0.00% | +150.0% | Added |
| Jane Street Group, LLC | 38,969 | $1.13M | 0.00% | +14,163+57.1% | Added |
| JPMorgan Chase & Co | 41,624 | $1.20M | 0.00% | +3,127+8.1% | Added |
| Martingale Asset Management L P | 46,656 | $1.35M | 0.03% | −85−0.2% | Reduced |
| Panagora Asset Management Inc | 47,643 | $1.38M | 0.01% | −413−0.9% | Reduced |
| Fisher Asset Management, LLC | 48,502 | $1.40M | 0.00% | +7,904+19.5% | Added |
| Arrowstreet Capital, Limited Partnership | 63,369 | $1.83M | 0.00% | +3,107+5.2% | Added |
| Bank of America Corp | 64,350 | $1.86M | 0.00% | −150.0% | Reduced |
| Empowered Funds, LLC | 73,558 | $2.13M | 0.02% | −3,162−4.1% | Reduced |
| LSV Asset Management | 90,000 | $2.60M | 0.01% | −7,000−7.2% | Reduced |
| Bank of New York Mellon Corp | 105,201 | $3.04M | 0.00% | −2,290−2.1% | Reduced |
| Goldman Sachs Group Inc | 111,308 | $3.22M | 0.00% | +7,221+6.9% | Added |
| Hotchkis & Wiley Capital Management LLC | 111,409 | $3.22M | 0.01% | −10,203−8.4% | Reduced |
| Banc Funds Co LLC | 121,424 | $3.51M | 0.61% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 126,558 | $3.66M | 0.08% | −3,162−2.4% | Reduced |
| Morgan Stanley | 129,802 | $3.75M | 0.00% | −11,059−7.9% | Reduced |
| CSM Advisors, LLC | 164,905 | $4.77M | 0.13% | −5,365−3.2% | Reduced |
| Northern Trust Corp | 170,578 | $4.93M | 0.00% | −7,051−4.0% | Reduced |
| Renaissance Technologies LLC | 193,212 | $5.59M | 0.01% | −2,900−1.5% | Reduced |
| FMR LLC | 194,879 | $5.63M | 0.00% | +4,219+2.2% | Added |
| Ameriprise Financial Inc | 222,072 | $6.42M | 0.00% | −16,548−6.9% | Reduced |