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 |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 232 | $9.46K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 216 | $8.80K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 215 | $8.76K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 180 | $7.34K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 178 | $7.26K | 0.00% | +7+4.1% | Added |
| Jones Financial Companies LLLP | 175 | $7.19K | 0.00% | +175 | New |
| California State Teachers Retirement System | 165 | $6.72K | 0.00% | −498−75.1% | Reduced |
| UBS Asset Management Americas Inc | 134 | $5.46K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 88 | $3.59K | 0.00% | −276−75.8% | Reduced |
| Quarry LP | 56 | $2.28K | 0.00% | +56 | New |
| Essential Partners LLC | 54 | $2.20K | 0.00% | −146−73.0% | Reduced |
| Assetmark, Inc | 49 | $2.00K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 46 | $1.88K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 36 | $1.47K | 0.00% | −96−72.7% | Reduced |
| Larson Financial Group LLC | 32 | $1.30K | 0.00% | +32 | New |
| Nisa Investment Advisors, LLC | 29 | $1.18K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 20 | $816 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 18 | $732 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 13 | $530 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 11 | $448 | 0.00% | +11 | New |
| Signaturefd, LLC | 8 | $326 | 0.00% | +8 | New |
| Rothschild Investment LLC | 5 | $204 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $41 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1 | $0 | 0.00% | +1 | New |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −26,104−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −5,576−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |