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, Q2 2026
Institutional positions in Sierra Bancorp as of Jun 30, 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
- 125
- +11 vs. Q1 2026
- Shares held
- 7.77M
- +544.2K (+7.5%) vs. Q1 2026
- Total value
- $316.7M
- +$71.5M (+29.2%) vs. Q1 2026
- New holders
- 16
- 35 more added
- Sold out
- 5
- 43 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Sierra Bancorp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 1 | $0 | 0.00% | +1 | New |
| Huntington National Bank | 1 | $41 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5 | $204 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 8 | $326 | 0.00% | +8 | New |
| Fortitude Family Office, LLC | 11 | $448 | 0.00% | +11 | New |
| True Wealth Design, LLC | 13 | $530 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 18 | $732 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 20 | $816 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 29 | $1.18K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 32 | $1.30K | 0.00% | +32 | New |
| Optiver Holding B.V. | 36 | $1.47K | 0.00% | −96−72.7% | Reduced |
| The PNC Financial Services Group, Inc. | 46 | $1.88K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 49 | $2.00K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 54 | $2.20K | 0.00% | −146−73.0% | Reduced |
| Quarry LP | 56 | $2.28K | 0.00% | +56 | New |
| EverSource Wealth Advisors, LLC | 88 | $3.59K | 0.00% | −276−75.8% | Reduced |
| UBS Asset Management Americas Inc | 134 | $5.46K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 165 | $6.72K | 0.00% | −498−75.1% | Reduced |
| Jones Financial Companies LLLP | 175 | $7.19K | 0.00% | +175 | New |
| Allworth Financial LP | 178 | $7.26K | 0.00% | +7+4.1% | Added |
| North Star Investment Management Corp. | 180 | $7.34K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 215 | $8.76K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 216 | $8.80K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 232 | $9.46K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 242 | $9.86K | 0.00% | −158−39.5% | Reduced |
| GAMMA Investing LLC | 243 | $9.90K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 301 | $12.3K | 0.00% | −5−1.6% | Reduced |
| Rockefeller Capital Management L.P. | 502 | $20.5K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 546 | $22.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 652 | $26.6K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 751 | $30.0K | 0.00% | +453+152.0% | Added |
| Tower Research Capital LLC (TRC) | 908 | $37.0K | 0.00% | −1,300−58.9% | Reduced |
| Ameritas Investment Partners, Inc. | 1,018 | $41.5K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,116 | $45.5K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,159 | $47.4K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,278 | $52.1K | 0.00% | +1,218+2,030.0% | Added |
| Great West Life Assurance Co | 1,349 | $55.0K | 0.00% | −101−7.0% | Reduced |
| Los Angeles Capital Management LLC | 2,006 | $81.8K | 0.00% | −822−29.1% | Reduced |
| Ameritas Advisory Services, LLC | 2,307 | $94.0K | 0.00% | +2,307 | New |
| Advisor Group Holdings, Inc. | 2,763 | $112.7K | 0.00% | +2,688+3,584.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 3,500 | $142.7K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 3,600 | $146.7K | 0.01% | −930−20.5% | Reduced |
| Barclays PLC | 3,640 | $148.4K | 0.00% | −923−20.2% | Reduced |
| Public Employees Retirement System of Ohio | 3,662 | $149.3K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 3,814 | $155.5K | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 4,931 | $201.0K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 5,124 | $208.9K | 0.00% | −3,259−38.9% | Reduced |
| Western Financial Corp | 5,359 | $218.4K | 0.06% | +5,359 | New |
| CI Private Wealth, LLC | 5,361 | $218.5K | 0.00% | +5,361 | New |
| Citadel Advisors LLC | 5,474 | $223.1K | 0.00% | +5,474 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 5,522 | $225.1K | 0.00% | −306−5.3% | Reduced |
| Susquehanna Fundamental Investments, LLC | 5,596 | $228.1K | 0.00% | −501−8.2% | Reduced |
| Russell Investments Group, Ltd. | 6,470 | $263.7K | 0.00% | +5,373+489.8% | Added |
| Gradient Investments LLC | 6,560 | $267.4K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 6,598 | $268.9K | 0.00% | +4,902+289.0% | Added |
| Canada Pension Plan Investment Board | 7,000 | $285.3K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 7,395 | $301.4K | 0.00% | +123+1.7% | Added |
| MetLife Investment Management | 7,999 | $326.0K | 0.00% | −36−0.4% | Reduced |
| STRS Ohio | 8,200 | $334.2K | 0.00% | −2,700−24.8% | Reduced |
| Mariner, LLC | 8,275 | $337.3K | 0.00% | −10,293−55.4% | Reduced |
| BNP Paribas Arbitrage, SA | 8,463 | $345.0K | 0.00% | +2,678+46.3% | Added |
| Creative Planning | 8,473 | $345.4K | 0.00% | +2,290+37.0% | Added |
| Integrated Quantitative Investments LLC | 8,957 | $365.1K | 0.06% | +692+8.4% | Added |
| Engineers Gate Manager LP | 9,204 | $375.2K | 0.00% | +9,204 | New |
| Sequoia Financial Advisors, LLC | 9,445 | $385.0K | 0.00% | +9,445 | New |
| Martingale Asset Management L P | 9,937 | $405.0K | 0.01% | −4,918−33.1% | Reduced |
| Price T Rowe Associates Inc | 10,015 | $409.0K | 0.00% | +1,746+21.1% | Added |
| Prudential Financial Inc | 10,616 | $432.7K | 0.00% | +100+1.0% | Added |
| Millennium Management LLC | 11,567 | $471.5K | 0.00% | −23,667−67.2% | Reduced |
| XTX Topco Ltd | 11,830 | $482.2K | 0.01% | +11,830 | New |
| MKT Advisors LLC | 12,320 | $502.0K | 0.16% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 14,896 | $505.3K | 0.00% | −100−0.7% | Reduced |
| Bank of America Corp | 12,553 | $511.7K | 0.00% | −3,191−20.3% | Reduced |
| Wells Fargo & Company | 12,640 | $515.2K | 0.00% | +6,973+123.0% | Added |
| Pasadena Private Wealth, LLC | 13,200 | $538.0K | 0.07% | 00.0% | Unchanged |
| Deutsche Bank AG | 13,529 | $551.4K | 0.00% | +1,765+15.0% | Added |
| Voya Investment Management LLC | 13,746 | $560.3K | 0.00% | +391+2.9% | Added |
| Marshall Wace, LLP | 14,021 | $571.5K | 0.00% | +14,021 | New |
| Lazard Asset Management LLC | 14,285 | $582.3K | 0.00% | +3,743+35.5% | Added |
| Franklin Resources Inc | 14,486 | $590.5K | 0.00% | −7,660−34.6% | Reduced |
| Rhumbline Advisers | 15,284 | $623.0K | 0.00% | −397−2.5% | Reduced |
| Jacobs Levy Equity Management, Inc | 16,328 | $665.5K | 0.00% | −2,091−11.4% | Reduced |
| CWM Advisors, LLC | 16,773 | $683.7K | 0.03% | +16,773 | New |
| Mutual Advisors, LLC | 18,951 | $772.4K | 0.01% | −2,000−9.5% | Reduced |
| Two Sigma Investments, LP | 19,101 | $778.6K | 0.00% | −5,517−22.4% | Reduced |
| Ameriprise Financial Inc | 20,771 | $846.6K | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 21,615 | $881.0K | 0.00% | +14,359+197.9% | Added |
| State of Wisconsin Investment Board | 22,949 | $935.4K | 0.00% | +700+3.1% | Added |
| Nuveen, LLC | 23,277 | $948.8K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 24,706 | $1.01M | 0.00% | +492+2.0% | Added |
| Panagora Asset Management Inc | 25,938 | $1.06M | 0.00% | −22,083−46.0% | Reduced |
| Quantinno Capital Management LP | 26,258 | $1.07M | 0.00% | +1,433+5.8% | Added |
| JPMorgan Chase & Co | 26,396 | $1.07M | 0.00% | −1,448−5.2% | Reduced |
| Trexquant Investment LP | 32,317 | $1.32M | 0.01% | +3,340+11.5% | Added |
| AQR Capital Management LLC | 33,058 | $1.35M | 0.00% | −175−0.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 34,840 | $1.42M | 0.00% | −657−1.9% | Reduced |
| Charles Schwab Investment Management Inc | 35,034 | $1.43M | 0.00% | +2,948+9.2% | Added |
| Federated Hermes, Inc. | 46,752 | $1.91M | 0.00% | +3,826+8.9% | Added |
| Fisher Asset Management, LLC | 48,502 | $1.98M | 0.00% | −1,760−3.5% | Reduced |