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 |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $34 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5 | $170 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 7 | $238 | 0.00% | +1+16.7% | Added |
| US Bancorp | 8 | $271 | 0.00% | +8 | New |
| True Wealth Design, LLC | 13 | $441 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 14 | $475 | 0.00% | +14 | New |
| Smartleaf Asset Management LLC | 18 | $606 | 0.00% | +6+50.0% | Added |
| Parkside Financial Bank & Trust | 20 | $676 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 29 | $984 | 0.00% | −560−95.1% | Reduced |
| Capital Advisors, Ltd. LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 46 | $1.56K | 0.00% | −3−6.1% | Reduced |
| Assetmark, Inc | 49 | $1.66K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 60 | $2.04K | 0.00% | −5−7.7% | Reduced |
| Advisor Group Holdings, Inc. | 75 | $2.54K | 0.00% | −2,652−97.2% | Reduced |
| Optiver Holding B.V. | 132 | $4.48K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 134 | $4.54K | 0.00% | +104+346.7% | Added |
| Allworth Financial LP | 171 | $5.80K | 0.00% | +17+11.0% | Added |
| North Star Investment Management Corp. | 180 | $6.11K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 200 | $6.78K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 215 | $7.29K | 0.00% | +215 | New |
| Versant Capital Management, Inc | 216 | $7.33K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 232 | $7.91K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 243 | $8.24K | 0.00% | +43+21.5% | Added |
| Royal Bank of Canada | 298 | $10.0K | 0.00% | −269−47.4% | Reduced |
| IFP Advisors, Inc | 306 | $10.4K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 364 | $12.3K | 0.00% | +6+1.7% | Added |
| Sterling Capital Management LLC | 400 | $13.6K | 0.00% | −306−43.3% | Reduced |
| Rockefeller Capital Management L.P. | 502 | $17.0K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 546 | $18.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 652 | $22.1K | 0.00% | −84−11.4% | Reduced |
| California State Teachers Retirement System | 663 | $22.5K | 0.00% | −91−12.1% | Reduced |
| Ameritas Investment Partners, Inc. | 1,018 | $34.5K | 0.00% | −225−18.1% | Reduced |
| Russell Investments Group, Ltd. | 1,097 | $37.2K | 0.00% | −99−8.3% | Reduced |
| Legal & General Group Plc | 1,116 | $37.9K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,159 | $39.9K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 1,450 | $49.0K | 0.00% | +408+39.2% | Added |
| Citigroup Inc | 1,696 | $57.5K | 0.00% | −1,985−53.9% | Reduced |
| Tower Research Capital LLC (TRC) | 2,208 | $74.9K | 0.00% | +1,736+367.8% | Added |
| Los Angeles Capital Management LLC | 2,828 | $95.9K | 0.00% | −2,316−45.0% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 3,500 | $118.7K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 3,662 | $124.2K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 3,814 | $129.4K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 4,530 | $153.7K | 0.01% | 00.0% | Unchanged |
| Barclays PLC | 4,563 | $154.8K | 0.00% | −17,317−79.1% | Reduced |
| Vanguard Global Advisers, LLC | 4,931 | $167.3K | 0.00% | +4,931 | New |
| Wells Fargo & Company | 5,667 | $192.2K | 0.00% | −8,765−60.7% | Reduced |
| BNP Paribas Arbitrage, SA | 5,785 | $196.2K | 0.00% | +2,646+84.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 5,828 | $197.7K | 0.00% | +136+2.4% | Added |
| Occudo Quantitative Strategies LP | 5,576 | $201.2K | 0.01% | −1,054−15.9% | Reduced |
| CWM, LLC | 5,956 | $202.0K | 0.00% | −50−0.8% | Reduced |
| Susquehanna Fundamental Investments, LLC | 6,097 | $206.8K | 0.01% | +6,097 | New |
| Creative Planning | 6,183 | $209.7K | 0.00% | +6,183 | New |
| Gradient Investments LLC | 6,560 | $222.5K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 7,000 | $237.4K | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 7,256 | $246.1K | 0.00% | −2,735−27.4% | Reduced |
| UBS Group AG | 7,272 | $246.7K | 0.00% | −1,419−16.3% | Reduced |
| MetLife Investment Management | 8,035 | $272.5K | 0.00% | 00.0% | Unchanged |
| Integrated Quantitative Investments LLC | 8,265 | $280.3K | 0.05% | +8,265 | New |
| Price T Rowe Associates Inc | 8,269 | $281.0K | 0.00% | +733+9.7% | Added |
| SEI Investments Co | 8,383 | $284.4K | 0.00% | +8,383 | New |
| Prudential Financial Inc | 10,516 | $356.7K | 0.00% | +10,516 | New |
| Lazard Asset Management LLC | 10,542 | $357.6K | 0.00% | +10,542 | New |
| STRS Ohio | 10,900 | $369.7K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 11,764 | $399.0K | 0.00% | −334−2.8% | Reduced |
| MKT Advisors LLC | 12,320 | $426.4K | 0.14% | 00.0% | Unchanged |
| Pasadena Private Wealth, LLC | 13,200 | $447.7K | 0.06% | −200−1.5% | Reduced |
| Voya Investment Management LLC | 13,355 | $453.0K | 0.00% | −194−1.4% | Reduced |
| Alliancebernstein L.P. | 14,996 | $490.1K | 0.00% | −1,120−6.9% | Reduced |
| Martingale Asset Management L P | 14,855 | $503.9K | 0.01% | −26,526−64.1% | Reduced |
| Rhumbline Advisers | 15,681 | $531.9K | 0.00% | −535−3.3% | Reduced |
| Bank of America Corp | 15,744 | $534.0K | 0.00% | −1,550−9.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 18,419 | $624.8K | 0.00% | +1,870+11.3% | Added |
| Mariner, LLC | 18,568 | $629.8K | 0.00% | −3,116−14.4% | Reduced |
| Ameriprise Financial Inc | 20,771 | $704.6K | 0.00% | −1,689−7.5% | Reduced |
| Mutual Advisors, LLC | 20,951 | $710.7K | 0.02% | 00.0% | Unchanged |
| Franklin Resources Inc | 22,146 | $751.2K | 0.00% | +11,906+116.3% | Added |
| State of Wisconsin Investment Board | 22,249 | $754.7K | 0.00% | −2,451−9.9% | Reduced |
| Nuveen, LLC | 23,277 | $789.6K | 0.00% | +90+0.4% | Added |
| Invesco Ltd. | 24,214 | $821.3K | 0.00% | +139+0.6% | Added |
| Two Sigma Investments, LP | 24,618 | $835.0K | 0.00% | −1,129−4.4% | Reduced |
| Quantinno Capital Management LP | 24,825 | $842.1K | 0.00% | +4,858+24.3% | Added |
| Jane Street Group, LLC | 26,104 | $885.4K | 0.00% | +2,338+9.8% | Added |
| JPMorgan Chase & Co | 27,844 | $937.0K | 0.00% | −4,308−13.4% | Reduced |
| Trexquant Investment LP | 28,977 | $982.9K | 0.01% | +15,668+117.7% | Added |
| Charles Schwab Investment Management Inc | 32,086 | $1.09M | 0.00% | −3,640−10.2% | Reduced |
| AQR Capital Management LLC | 33,233 | $1.13M | 0.00% | +202+0.6% | Added |
| Millennium Management LLC | 35,234 | $1.20M | 0.00% | +24,565+230.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 35,497 | $1.20M | 0.00% | +279+0.8% | Added |
| Federated Hermes, Inc. | 42,926 | $1.46M | 0.00% | +7,187+20.1% | Added |
| Panagora Asset Management Inc | 48,021 | $1.63M | 0.01% | −170−0.4% | Reduced |
| Fisher Asset Management, LLC | 50,262 | $1.70M | 0.00% | +1,760+3.6% | Added |
| Vanguard Portfolio Management LLC | 69,498 | $2.36M | 0.00% | +69,498 | New |
| LSV Asset Management | 70,100 | $2.38M | 0.01% | −10,300−12.8% | Reduced |
| Empowered Funds, LLC | 76,232 | $2.59M | 0.02% | −3,758−4.7% | Reduced |
| Vanguard Fiduciary Trust Co | 77,035 | $2.61M | 0.00% | +77,035 | New |
| Goldman Sachs Group Inc | 85,004 | $2.88M | 0.00% | −19,193−18.4% | Reduced |
| Bank of New York Mellon Corp | 93,399 | $3.17M | 0.00% | −6,370−6.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 98,619 | $3.35M | 0.00% | +15,877+19.2% | Added |
| Hotchkis & Wiley Capital Management LLC | 107,359 | $3.64M | 0.01% | −4,050−3.6% | Reduced |
| Banc Funds Co LLC | 113,255 | $3.84M | 0.72% | −8,169−6.7% | Reduced |