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 |
|---|---|---|---|---|---|
| Covestor Ltd | 4 | $0 | 0.00% | +4 | New |
| Huntington National Bank | 1 | $33 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5 | $163 | 0.00% | +2+66.7% | Added |
| MAI Capital Management | 6 | $197 | 0.00% | +6 | New |
| Smartleaf Asset Management LLC | 12 | $393 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 13 | $425 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 20 | $654 | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 30 | $980 | 0.00% | +30 | New |
| Capital Advisors, Ltd. LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 49 | $1.60K | 0.00% | −3−5.8% | Reduced |
| Assetmark, Inc | 49 | $1.60K | 0.00% | +49 | New |
| SRS Capital Advisors, Inc. | 65 | $2.13K | 0.00% | −1,069−94.3% | Reduced |
| Optiver Holding B.V. | 132 | $4.31K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 154 | $5.03K | 0.00% | +77+100.0% | Added |
| North Star Investment Management Corp. | 180 | $5.88K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 200 | $6.54K | 0.00% | −7−3.4% | Reduced |
| GAMMA Investing LLC | 200 | $6.54K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 216 | $7.06K | 0.00% | +44+25.6% | Added |
| Farther Finance Advisors, LLC | 232 | $7.58K | 0.00% | +5+2.2% | Added |
| IFP Advisors, Inc | 306 | $10.0K | 0.00% | −5−1.6% | Reduced |
| EverSource Wealth Advisors, LLC | 358 | $11.7K | 0.00% | +243+211.3% | Added |
| Spire Wealth Management | 360 | $11.8K | 0.00% | −1,185−76.7% | Reduced |
| Amalgamated Bank | 385 | $13.0K | 0.00% | −104−21.3% | Reduced |
| Tower Research Capital LLC (TRC) | 472 | $15.4K | 0.00% | +10+2.2% | Added |
| Rockefeller Capital Management L.P. | 502 | $16.4K | 0.00% | +302+151.0% | Added |
| State of Alaska, Department of Revenue | 546 | $17.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 567 | $18.0K | 0.00% | −188−24.9% | Reduced |
| Nisa Investment Advisors, LLC | 589 | $19.2K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 706 | $23.1K | 0.00% | −151−17.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 736 | $24.1K | 0.00% | +736 | New |
| California State Teachers Retirement System | 754 | $24.6K | 0.00% | −202−21.1% | Reduced |
| Great West Life Assurance Co | 1,042 | $34.0K | 0.00% | +19+1.9% | Added |
| Legal & General Group Plc | 1,116 | $36.5K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,159 | $38.8K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 1,196 | $39.1K | 0.00% | +128+12.0% | Added |
| Ameritas Investment Partners, Inc. | 1,243 | $40.6K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,727 | $89.1K | 0.00% | +24+0.9% | Added |
| BNP Paribas Arbitrage, SA | 3,139 | $102.6K | 0.00% | −426−11.9% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 3,500 | $114.4K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 3,662 | $119.7K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 3,681 | $120.3K | 0.00% | +2,193+147.4% | Added |
| New York State Common Retirement Fund | 3,814 | $124.6K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 4,530 | $148.0K | 0.01% | +55+1.2% | Added |
| Los Angeles Capital Management LLC | 5,144 | $150.6K | 0.00% | −18,330−78.1% | Reduced |
| SG Americas Securities, LLC | 4,680 | $153.0K | 0.00% | +4,680 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 5,692 | $186.0K | 0.00% | −14−0.2% | Reduced |
| CWM, LLC | 6,006 | $196.0K | 0.00% | −159−2.6% | Reduced |
| Globeflex Capital L P | 6,286 | $205.5K | 0.03% | 00.0% | Unchanged |
| Gradient Investments LLC | 6,560 | $214.4K | 0.00% | +6,560 | New |
| Occudo Quantitative Strategies LP | 6,630 | $216.7K | 0.01% | +6,630 | New |
| Canada Pension Plan Investment Board | 7,000 | $228.8K | 0.00% | +7,000 | New |
| Price T Rowe Associates Inc | 7,536 | $247.0K | 0.00% | +7,536 | New |
| MetLife Investment Management | 8,035 | $262.6K | 0.00% | 00.0% | Unchanged |
| Brandywine Global Investment Management, LLC | 8,192 | $267.7K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 8,691 | $284.0K | 0.00% | +1,886+27.7% | Added |
| D. E. Shaw & Co., Inc. | 9,991 | $326.5K | 0.00% | +9,991 | New |
| Franklin Resources Inc | 10,240 | $334.6K | 0.00% | +662+6.9% | Added |
| Millennium Management LLC | 10,669 | $348.7K | 0.00% | −7,101−40.0% | Reduced |
| STRS Ohio | 10,900 | $356.2K | 0.00% | 00.0% | Unchanged |
| Fourthstone LLC | 11,229 | $367.0K | 0.07% | +11,229 | New |
| Citadel Advisors LLC | 11,917 | $389.4K | 0.00% | +11,917 | New |
| Deutsche Bank AG | 12,098 | $395.4K | 0.00% | +6,746+126.0% | Added |
| MKT Advisors LLC | 12,320 | $411.6K | 0.14% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 12,700 | $415.0K | 0.00% | −2,900−18.6% | Reduced |
| Trexquant Investment LP | 13,309 | $434.9K | 0.00% | +6,056+83.5% | Added |
| Pasadena Private Wealth, LLC | 13,400 | $437.9K | 0.06% | +200+1.5% | Added |
| Voya Investment Management LLC | 13,549 | $442.8K | 0.00% | +206+1.5% | Added |
| Wells Fargo & Company | 14,432 | $471.6K | 0.00% | +4,032+38.8% | Added |
| Alliancebernstein L.P. | 16,116 | $526.7K | 0.00% | +60+0.4% | Added |
| Rhumbline Advisers | 16,216 | $529.9K | 0.00% | −3,076−15.9% | Reduced |
| Jacobs Levy Equity Management, Inc | 16,549 | $540.8K | 0.00% | −1,322−7.4% | Reduced |
| Bank of America Corp | 17,294 | $565.2K | 0.00% | −47,056−73.1% | Reduced |
| Quantinno Capital Management LP | 19,967 | $652.5K | 0.00% | +1,162+6.2% | Added |
| Qube Research & Technologies Ltd | 19,985 | $653.1K | 0.00% | +3,548+21.6% | Added |
| Marshall Wace, LLP | 20,318 | $664.0K | 0.00% | +8,963+78.9% | Added |
| Mutual Advisors, LLC | 20,951 | $684.7K | 0.01% | −4,000−16.0% | Reduced |
| Mariner, LLC | 21,684 | $708.7K | 0.00% | +7,675+54.8% | Added |
| Barclays PLC | 21,880 | $715.0K | 0.00% | −609−2.7% | Reduced |
| Ameriprise Financial Inc | 22,460 | $734.0K | 0.00% | −199,612−89.9% | Reduced |
| Nuveen, LLC | 23,187 | $757.8K | 0.00% | −2,331−9.1% | Reduced |
| Jane Street Group, LLC | 23,766 | $776.7K | 0.00% | −15,203−39.0% | Reduced |
| Invesco Ltd. | 24,075 | $786.8K | 0.00% | +3,058+14.6% | Added |
| State of Wisconsin Investment Board | 24,700 | $807.2K | 0.00% | −500−2.0% | Reduced |
| Two Sigma Investments, LP | 25,747 | $841.4K | 0.00% | −3,493−11.9% | Reduced |
| JPMorgan Chase & Co | 32,152 | $1.05M | 0.00% | −9,472−22.8% | Reduced |
| AQR Capital Management LLC | 33,031 | $1.08M | 0.00% | −2,243−6.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 35,218 | $1.15M | 0.00% | −366−1.0% | Reduced |
| Charles Schwab Investment Management Inc | 35,726 | $1.17M | 0.00% | −1,684−4.5% | Reduced |
| Federated Hermes, Inc. | 35,739 | $1.17M | 0.00% | +22,779+175.8% | Added |
| Martingale Asset Management L P | 41,381 | $1.35M | 0.03% | −5,275−11.3% | Reduced |
| Panagora Asset Management Inc | 48,191 | $1.57M | 0.01% | +548+1.2% | Added |
| Fisher Asset Management, LLC | 48,502 | $1.59M | 0.00% | 00.0% | Unchanged |
| Empowered Funds, LLC | 79,990 | $2.61M | 0.04% | +6,432+8.7% | Added |
| LSV Asset Management | 80,400 | $2.63M | 0.01% | −9,600−10.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 82,742 | $2.70M | 0.00% | +19,373+30.6% | Added |
| Bank of New York Mellon Corp | 99,769 | $3.26M | 0.00% | −5,432−5.2% | Reduced |
| Goldman Sachs Group Inc | 104,197 | $3.41M | 0.00% | −7,111−6.4% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 111,409 | $3.64M | 0.01% | 00.0% | Unchanged |
| Banc Funds Co LLC | 121,424 | $3.97M | 0.79% | 00.0% | Unchanged |
| Morgan Stanley | 128,019 | $4.18M | 0.00% | −1,783−1.4% | Reduced |