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, Q1 2026
Institutional positions in Sierra Bancorp as of Mar 31, 2026. 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
- 116
- +4 vs. Q4 2025
- Shares held
- 7.58M
- +804.8K (+11.9%) vs. Q4 2025
- Total value
- $257.0M
- +$35.7M (+16.1%) vs. Q4 2025
- New holders
- 14
- 29 more added
- Sold out
- 10
- 47 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Sierra Bancorp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,244,911 | $42.2M | 0.00% | −24,844−2.0% | Reduced |
| Dimensional Fund Advisors LP | 929,226 | $31.5M | 0.01% | −9,745−1.0% | Reduced |
| Vanguard Capital Management LLC | 540,451 | $18.3M | 0.00% | +540,451 | New |
| Private Management Group Inc | 524,224 | $17.8M | 0.51% | −21,915−4.0% | Reduced |
| Manufacturers Life Insurance Company, The | 359,946 | $12.2M | 0.01% | −19,362−5.1% | Reduced |
| Janus Henderson Group PLC | 344,133 | $11.7M | 0.01% | +85,098+32.9% | Added |
| American Century Companies Inc | 301,865 | $10.2M | 0.01% | +51,578+20.6% | Added |
| Geode Capital Management, LLC | 285,344 | $9.68M | 0.00% | −1,198−0.4% | Reduced |
| State Street Corp | 266,960 | $9.06M | 0.00% | −12,759−4.6% | Reduced |
| FMR LLC | 215,497 | $7.31M | 0.00% | +10,867+5.3% | Added |
| Renaissance Technologies LLC | 180,847 | $6.13M | 0.01% | −1,065−0.6% | Reduced |
| CSM Advisors, LLC | 164,170 | $5.57M | 0.14% | −1,010−0.6% | Reduced |
| Northern Trust Corp | 160,736 | $5.45M | 0.00% | +2,551+1.6% | Added |
| Basswood Capital Management, L.L.C. | 139,676 | $4.74M | 0.24% | +139,676 | New |
| Morgan Stanley | 130,601 | $4.43M | 0.00% | +2,582+2.0% | Added |
| Bridgeway Capital Management, LLC | 129,232 | $4.38M | 0.09% | −3,758−2.8% | Reduced |
| Banc Funds Co LLC | 113,255 | $3.84M | 0.72% | −8,169−6.7% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 107,359 | $3.64M | 0.01% | −4,050−3.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 98,619 | $3.35M | 0.00% | +15,877+19.2% | Added |
| Bank of New York Mellon Corp | 93,399 | $3.17M | 0.00% | −6,370−6.4% | Reduced |
| Goldman Sachs Group Inc | 85,004 | $2.88M | 0.00% | −19,193−18.4% | Reduced |
| Vanguard Fiduciary Trust Co | 77,035 | $2.61M | 0.00% | +77,035 | New |
| Empowered Funds, LLC | 76,232 | $2.59M | 0.02% | −3,758−4.7% | Reduced |
| LSV Asset Management | 70,100 | $2.38M | 0.01% | −10,300−12.8% | Reduced |
| Vanguard Portfolio Management LLC | 69,498 | $2.36M | 0.00% | +69,498 | New |
| Fisher Asset Management, LLC | 50,262 | $1.70M | 0.00% | +1,760+3.6% | Added |
| Panagora Asset Management Inc | 48,021 | $1.63M | 0.01% | −170−0.4% | Reduced |
| Federated Hermes, Inc. | 42,926 | $1.46M | 0.00% | +7,187+20.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 35,497 | $1.20M | 0.00% | +279+0.8% | Added |
| Millennium Management LLC | 35,234 | $1.20M | 0.00% | +24,565+230.2% | Added |
| AQR Capital Management LLC | 33,233 | $1.13M | 0.00% | +202+0.6% | Added |
| Charles Schwab Investment Management Inc | 32,086 | $1.09M | 0.00% | −3,640−10.2% | Reduced |
| Trexquant Investment LP | 28,977 | $982.9K | 0.01% | +15,668+117.7% | Added |
| JPMorgan Chase & Co | 27,844 | $937.0K | 0.00% | −4,308−13.4% | Reduced |
| Jane Street Group, LLC | 26,104 | $885.4K | 0.00% | +2,338+9.8% | Added |
| Quantinno Capital Management LP | 24,825 | $842.1K | 0.00% | +4,858+24.3% | Added |
| Two Sigma Investments, LP | 24,618 | $835.0K | 0.00% | −1,129−4.4% | Reduced |
| Invesco Ltd. | 24,214 | $821.3K | 0.00% | +139+0.6% | Added |
| Nuveen, LLC | 23,277 | $789.6K | 0.00% | +90+0.4% | Added |
| State of Wisconsin Investment Board | 22,249 | $754.7K | 0.00% | −2,451−9.9% | Reduced |
| Franklin Resources Inc | 22,146 | $751.2K | 0.00% | +11,906+116.3% | Added |
| Mutual Advisors, LLC | 20,951 | $710.7K | 0.02% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 20,771 | $704.6K | 0.00% | −1,689−7.5% | Reduced |
| Mariner, LLC | 18,568 | $629.8K | 0.00% | −3,116−14.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 18,419 | $624.8K | 0.00% | +1,870+11.3% | Added |
| Bank of America Corp | 15,744 | $534.0K | 0.00% | −1,550−9.0% | Reduced |
| Rhumbline Advisers | 15,681 | $531.9K | 0.00% | −535−3.3% | Reduced |
| Martingale Asset Management L P | 14,855 | $503.9K | 0.01% | −26,526−64.1% | Reduced |
| Alliancebernstein L.P. | 14,996 | $490.1K | 0.00% | −1,120−6.9% | Reduced |
| Voya Investment Management LLC | 13,355 | $453.0K | 0.00% | −194−1.4% | Reduced |
| Pasadena Private Wealth, LLC | 13,200 | $447.7K | 0.06% | −200−1.5% | Reduced |
| MKT Advisors LLC | 12,320 | $426.4K | 0.14% | 00.0% | Unchanged |
| Deutsche Bank AG | 11,764 | $399.0K | 0.00% | −334−2.8% | Reduced |
| STRS Ohio | 10,900 | $369.7K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 10,542 | $357.6K | 0.00% | +10,542 | New |
| Prudential Financial Inc | 10,516 | $356.7K | 0.00% | +10,516 | New |
| SEI Investments Co | 8,383 | $284.4K | 0.00% | +8,383 | New |
| Price T Rowe Associates Inc | 8,269 | $281.0K | 0.00% | +733+9.7% | Added |
| Integrated Quantitative Investments LLC | 8,265 | $280.3K | 0.05% | +8,265 | New |
| MetLife Investment Management | 8,035 | $272.5K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 7,272 | $246.7K | 0.00% | −1,419−16.3% | Reduced |
| D. E. Shaw & Co., Inc. | 7,256 | $246.1K | 0.00% | −2,735−27.4% | Reduced |
| Canada Pension Plan Investment Board | 7,000 | $237.4K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 6,560 | $222.5K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 6,183 | $209.7K | 0.00% | +6,183 | New |
| Susquehanna Fundamental Investments, LLC | 6,097 | $206.8K | 0.01% | +6,097 | New |
| CWM, LLC | 5,956 | $202.0K | 0.00% | −50−0.8% | Reduced |
| Occudo Quantitative Strategies LP | 5,576 | $201.2K | 0.01% | −1,054−15.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 5,828 | $197.7K | 0.00% | +136+2.4% | Added |
| BNP Paribas Arbitrage, SA | 5,785 | $196.2K | 0.00% | +2,646+84.3% | Added |
| Wells Fargo & Company | 5,667 | $192.2K | 0.00% | −8,765−60.7% | Reduced |
| Vanguard Global Advisers, LLC | 4,931 | $167.3K | 0.00% | +4,931 | New |
| Barclays PLC | 4,563 | $154.8K | 0.00% | −17,317−79.1% | Reduced |
| BFSG, LLC | 4,530 | $153.7K | 0.01% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 3,814 | $129.4K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 3,662 | $124.2K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 3,500 | $118.7K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 2,828 | $95.9K | 0.00% | −2,316−45.0% | Reduced |
| Tower Research Capital LLC (TRC) | 2,208 | $74.9K | 0.00% | +1,736+367.8% | Added |
| Citigroup Inc | 1,696 | $57.5K | 0.00% | −1,985−53.9% | Reduced |
| Great West Life Assurance Co | 1,450 | $49.0K | 0.00% | +408+39.2% | Added |
| Whittier Trust Co | 1,159 | $39.9K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,116 | $37.9K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 1,097 | $37.2K | 0.00% | −99−8.3% | Reduced |
| Ameritas Investment Partners, Inc. | 1,018 | $34.5K | 0.00% | −225−18.1% | Reduced |
| California State Teachers Retirement System | 663 | $22.5K | 0.00% | −91−12.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 652 | $22.1K | 0.00% | −84−11.4% | Reduced |
| State of Alaska, Department of Revenue | 546 | $18.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 502 | $17.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 400 | $13.6K | 0.00% | −306−43.3% | Reduced |
| EverSource Wealth Advisors, LLC | 364 | $12.3K | 0.00% | +6+1.7% | Added |
| IFP Advisors, Inc | 306 | $10.4K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 298 | $10.0K | 0.00% | −269−47.4% | Reduced |
| GAMMA Investing LLC | 243 | $8.24K | 0.00% | +43+21.5% | Added |
| Farther Finance Advisors, LLC | 232 | $7.91K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 216 | $7.33K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 215 | $7.29K | 0.00% | +215 | New |
| Essential Partners LLC | 200 | $6.78K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 180 | $6.11K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 171 | $5.80K | 0.00% | +17+11.0% | Added |