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, Q4 2025
Institutional positions in Sierra Bancorp as of Dec 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
- +6 vs. Q3 2025
- Shares held
- 7.52M
- −42.8K (−0.6%) vs. Q3 2025
- Total value
- $245.6M
- +$27.2M (+12.4%) vs. Q3 2025
- New holders
- 14
- 34 more added
- Sold out
- 8
- 42 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Sierra Bancorp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,269,755 | $41.5M | 0.00% | −21,814−1.7% | Reduced |
| Dimensional Fund Advisors LP | 938,971 | $30.7M | 0.01% | −6,433−0.7% | Reduced |
| Vanguard Group Inc | 734,538 | $24.0M | 0.00% | +971+0.1% | Added |
| Private Management Group Inc | 546,139 | $17.8M | 0.52% | −36,567−6.3% | Reduced |
| Manufacturers Life Insurance Company, The | 379,308 | $12.4M | 0.01% | −3,639−1.0% | Reduced |
| Geode Capital Management, LLC | 286,542 | $9.37M | 0.00% | −7,103−2.4% | Reduced |
| State Street Corp | 279,719 | $9.14M | 0.00% | −2,567−0.9% | Reduced |
| Janus Henderson Group PLC | 259,035 | $8.47M | 0.00% | +259,035 | New |
| American Century Companies Inc | 250,287 | $8.18M | 0.00% | +28,165+12.7% | Added |
| FMR LLC | 204,630 | $6.69M | 0.00% | +9,751+5.0% | Added |
| Renaissance Technologies LLC | 181,912 | $5.94M | 0.01% | −11,300−5.8% | Reduced |
| CSM Advisors, LLC | 165,180 | $5.40M | 0.15% | +275+0.2% | Added |
| Northern Trust Corp | 158,185 | $5.17M | 0.00% | −12,393−7.3% | Reduced |
| Bridgeway Capital Management, LLC | 132,990 | $4.35M | 0.09% | +6,432+5.1% | Added |
| Morgan Stanley | 128,019 | $4.18M | 0.00% | −1,783−1.4% | Reduced |
| Banc Funds Co LLC | 121,424 | $3.97M | 0.79% | 00.0% | Unchanged |
| Hotchkis & Wiley Capital Management LLC | 111,409 | $3.64M | 0.01% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 104,197 | $3.41M | 0.00% | −7,111−6.4% | Reduced |
| Bank of New York Mellon Corp | 99,769 | $3.26M | 0.00% | −5,432−5.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 82,742 | $2.70M | 0.00% | +19,373+30.6% | Added |
| LSV Asset Management | 80,400 | $2.63M | 0.01% | −9,600−10.7% | Reduced |
| Empowered Funds, LLC | 79,990 | $2.61M | 0.04% | +6,432+8.7% | Added |
| Fisher Asset Management, LLC | 48,502 | $1.59M | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 48,191 | $1.57M | 0.01% | +548+1.2% | Added |
| Martingale Asset Management L P | 41,381 | $1.35M | 0.03% | −5,275−11.3% | Reduced |
| Federated Hermes, Inc. | 35,739 | $1.17M | 0.00% | +22,779+175.8% | Added |
| Charles Schwab Investment Management Inc | 35,726 | $1.17M | 0.00% | −1,684−4.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 35,218 | $1.15M | 0.00% | −366−1.0% | Reduced |
| AQR Capital Management LLC | 33,031 | $1.08M | 0.00% | −2,243−6.4% | Reduced |
| JPMorgan Chase & Co | 32,152 | $1.05M | 0.00% | −9,472−22.8% | Reduced |
| Two Sigma Investments, LP | 25,747 | $841.4K | 0.00% | −3,493−11.9% | Reduced |
| State of Wisconsin Investment Board | 24,700 | $807.2K | 0.00% | −500−2.0% | Reduced |
| Invesco Ltd. | 24,075 | $786.8K | 0.00% | +3,058+14.6% | Added |
| Jane Street Group, LLC | 23,766 | $776.7K | 0.00% | −15,203−39.0% | Reduced |
| Nuveen, LLC | 23,187 | $757.8K | 0.00% | −2,331−9.1% | Reduced |
| Ameriprise Financial Inc | 22,460 | $734.0K | 0.00% | −199,612−89.9% | Reduced |
| Barclays PLC | 21,880 | $715.0K | 0.00% | −609−2.7% | Reduced |
| Mariner, LLC | 21,684 | $708.7K | 0.00% | +7,675+54.8% | Added |
| Mutual Advisors, LLC | 20,951 | $684.7K | 0.01% | −4,000−16.0% | Reduced |
| Marshall Wace, LLP | 20,318 | $664.0K | 0.00% | +8,963+78.9% | Added |
| Qube Research & Technologies Ltd | 19,985 | $653.1K | 0.00% | +3,548+21.6% | Added |
| Quantinno Capital Management LP | 19,967 | $652.5K | 0.00% | +1,162+6.2% | Added |
| Bank of America Corp | 17,294 | $565.2K | 0.00% | −47,056−73.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 16,549 | $540.8K | 0.00% | −1,322−7.4% | Reduced |
| Rhumbline Advisers | 16,216 | $529.9K | 0.00% | −3,076−15.9% | Reduced |
| Alliancebernstein L.P. | 16,116 | $526.7K | 0.00% | +60+0.4% | Added |
| Wells Fargo & Company | 14,432 | $471.6K | 0.00% | +4,032+38.8% | Added |
| Voya Investment Management LLC | 13,549 | $442.8K | 0.00% | +206+1.5% | Added |
| Pasadena Private Wealth, LLC | 13,400 | $437.9K | 0.06% | +200+1.5% | Added |
| Trexquant Investment LP | 13,309 | $434.9K | 0.00% | +6,056+83.5% | Added |
| Two Sigma Advisers, LP | 12,700 | $415.0K | 0.00% | −2,900−18.6% | Reduced |
| MKT Advisors LLC | 12,320 | $411.6K | 0.14% | 00.0% | Unchanged |
| Deutsche Bank AG | 12,098 | $395.4K | 0.00% | +6,746+126.0% | Added |
| Citadel Advisors LLC | 11,917 | $389.4K | 0.00% | +11,917 | New |
| Fourthstone LLC | 11,229 | $367.0K | 0.07% | +11,229 | New |
| STRS Ohio | 10,900 | $356.2K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 10,669 | $348.7K | 0.00% | −7,101−40.0% | Reduced |
| Franklin Resources Inc | 10,240 | $334.6K | 0.00% | +662+6.9% | Added |
| D. E. Shaw & Co., Inc. | 9,991 | $326.5K | 0.00% | +9,991 | New |
| UBS Group AG | 8,691 | $284.0K | 0.00% | +1,886+27.7% | Added |
| Brandywine Global Investment Management, LLC | 8,192 | $267.7K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 8,035 | $262.6K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 7,536 | $247.0K | 0.00% | +7,536 | New |
| Canada Pension Plan Investment Board | 7,000 | $228.8K | 0.00% | +7,000 | New |
| Occudo Quantitative Strategies LP | 6,630 | $216.7K | 0.01% | +6,630 | New |
| Gradient Investments LLC | 6,560 | $214.4K | 0.00% | +6,560 | New |
| Globeflex Capital L P | 6,286 | $205.5K | 0.03% | 00.0% | Unchanged |
| CWM, LLC | 6,006 | $196.0K | 0.00% | −159−2.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 5,692 | $186.0K | 0.00% | −14−0.2% | Reduced |
| SG Americas Securities, LLC | 4,680 | $153.0K | 0.00% | +4,680 | New |
| Los Angeles Capital Management LLC | 5,144 | $150.6K | 0.00% | −18,330−78.1% | Reduced |
| BFSG, LLC | 4,530 | $148.0K | 0.01% | +55+1.2% | Added |
| New York State Common Retirement Fund | 3,814 | $124.6K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 3,681 | $120.3K | 0.00% | +2,193+147.4% | Added |
| Public Employees Retirement System of Ohio | 3,662 | $119.7K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 3,500 | $114.4K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 3,139 | $102.6K | 0.00% | −426−11.9% | Reduced |
| Advisor Group Holdings, Inc. | 2,727 | $89.1K | 0.00% | +24+0.9% | Added |
| Ameritas Investment Partners, Inc. | 1,243 | $40.6K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 1,196 | $39.1K | 0.00% | +128+12.0% | Added |
| Whittier Trust Co | 1,159 | $38.8K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,116 | $36.5K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 1,042 | $34.0K | 0.00% | +19+1.9% | Added |
| California State Teachers Retirement System | 754 | $24.6K | 0.00% | −202−21.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 736 | $24.1K | 0.00% | +736 | New |
| Sterling Capital Management LLC | 706 | $23.1K | 0.00% | −151−17.6% | Reduced |
| Nisa Investment Advisors, LLC | 589 | $19.2K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 567 | $18.0K | 0.00% | −188−24.9% | Reduced |
| State of Alaska, Department of Revenue | 546 | $17.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 502 | $16.4K | 0.00% | +302+151.0% | Added |
| Tower Research Capital LLC (TRC) | 472 | $15.4K | 0.00% | +10+2.2% | Added |
| Amalgamated Bank | 385 | $13.0K | 0.00% | −104−21.3% | Reduced |
| Spire Wealth Management | 360 | $11.8K | 0.00% | −1,185−76.7% | Reduced |
| EverSource Wealth Advisors, LLC | 358 | $11.7K | 0.00% | +243+211.3% | Added |
| IFP Advisors, Inc | 306 | $10.0K | 0.00% | −5−1.6% | Reduced |
| Farther Finance Advisors, LLC | 232 | $7.58K | 0.00% | +5+2.2% | Added |
| Versant Capital Management, Inc | 216 | $7.06K | 0.00% | +44+25.6% | Added |
| Essential Partners LLC | 200 | $6.54K | 0.00% | −7−3.4% | Reduced |
| GAMMA Investing LLC | 200 | $6.54K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 180 | $5.88K | 0.00% | 00.0% | Unchanged |