Sierra BancorpBSRR

13F holders, Q1 2024 (March 31)
84holders
1famous investor
$20.20avg. 13F price*

At the end of Q1 2024, 84 institutions reported holding Sierra Bancorp (BSRR) in their 13F filings. The largest holders were BlackRock Inc. ($27.3M), Dimensional Fund Advisors LP ($20.1M) and Vanguard Group Inc. ($13.7M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Sierra Bancorp
CUSIP
82620P102
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 84Q1 2024Q2 2024: 90Q2 2024Q3 2024: 104Q3 2024Q4 2024: 115Q4 2024Q1 2025: 114Q1 2025Q2 2025: 105Q2 2025Q3 2025: 108Q3 2025Q4 2025: 114Q4 2025Q1 2026: 116Q1 2026Q2 2026: 125Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions3$317K
Exits4$3.9M

Ownership 84 holders

BlackRock Inc. 0.00% Reduce -2.5% 1,352,478 $27.3M
Dimensional Fund Advisors LP 0.01% Reduce -0.1% 995,815 $20.1M
Vanguard Group Inc. 0.00% Add +0.9% 680,053 $13.7M
Private Management Group Inc. 0.50% Reduce -0.5% 649,632 $13.1M
Banc Funds Co. LLC 1.00% No change 436,746 $8.8M
Manufacturers Life Insurance Company, The 0.01% Reduce -2.1% 411,843 $8.3M
Ameriprise Financial Inc. 0.00% Add +5.3% 348,605 $7.0M
State Street Corp. 0.00% Add +6.7% 314,131 $6.3M
Geode Capital Management, LLC 0.00% Add +3.0% 290,585 $5.9M
Northern Trust Corp. 0.00% Reduce -9.9% 221,306 $4.5M
Renaissance Technologies 0.01% Reduce -1.6% 212,812 $4.3M
FMR LLC 0.00% Reduce -4.6% 151,401 $3.1M
Foundry Partners, LLC 0.16% Add +11.1% 150,415 $3.0M
Hotchkis & Wiley Capital Management LLC 0.01% Reduce -1.8% 140,122 $2.8M
Morgan Stanley 0.00% Reduce -6.2% 128,841 $2.6M
LSV Asset Management 0.01% No change 126,900 $2.6M
Bridgeway Capital Management, LLC 0.05% Add +4.3% 119,202 $2.4M
Bank of New York Mellon Corp 0.00% Reduce -4.7% 115,989 $2.3M
American Century Companies Inc. 0.00% Add +0.0% 113,466 $2.3M
Goldman Sachs Group Inc. 0.00% Reduce -1.4% 83,410 $1.7M
Assenagon Asset Management S.A. 0.00% Add +15.6% 77,645 $1.6M
JPMorgan Chase & Co. 0.00% Add +14.3% 71,885 $1.5M
Empowered Funds, LLC 0.02% Add +8.0% 66,202 $1.3M
Integris Wealth Management, LLC 0.30% No change 54,130 $1.1M
Los Angeles Capital Management LLC 0.00% Reduce -1.2% 43,080 $870K
Mutual Advisors, LLC 0.03% No change 40,043 $809K
First Trust Advisors LP 0.00% Add +2.5% 37,278 $753K
Charles Schwab Investment Management Inc. 0.00% Reduce -4.3% 35,539 $718K
Nuveen Asset Management, LLC 0.00% No change 32,956 $666K
Martingale Asset Management L P 0.01% Add +0.3% 29,152 $589K
State of Wisconsin Investment Board 0.00% Add +29.2% 27,000 $545K
Arrowstreet Capital, Limited Partnership 0.00% No change 26,809 $542K
Jacobs Levy Equity Management, Inc. 0.00% Reduce -0.8% 24,399 $493K
Invesco Ltd. 0.00% Add +142.5% 23,555 $476K
Two Sigma Advisers, LP 0.00% Add +21.2% 23,400 $473K
Two Sigma Investments, LP 0.00% Add +49.3% 23,090 $466K
Rhumbline Advisers 0.00% Add +2.4% 21,095 $426K
Gradient Investments LLC 0.01% Reduce -33.0% 16,560 $335K
Mariner, LLC 0.00% Add +2.3% 16,032 $324K
UBS Group AG 0.00% Reduce -4.6% 14,547 $294K
Pasadena Private Wealth, LLC 0.06% No change 13,200 $267K
Van Hulzen Asset Management, LLC 0.02% Reduce -4.8% 13,001 $263K
Alliancebernstein L.P. 0.00% Add +2.6% 12,786 $258K
Bank of America Corp. 0.00% Reduce -63.9% 11,745 $237K
Royal Bank of Canada 0.00% Reduce -22.4% 11,289 $228K
Panagora Asset Management Inc. 0.00% New 11,053 $223K
MKT Advisors LLC 0.12% No change 12,320 $223K
Campbell & CO Investment Adviser LLC 0.02% Add +10.6% 10,891 $220K
Federated Hermes, Inc. 0.00% Reduce -2.4% 9,153 $185K
Barclays PLC 0.00% Reduce -50.5% 9,106 $184K
STRS Ohio 0.00% Reduce -6.2% 9,100 $183K
Globeflex Capital L P 0.02% Reduce -26.6% 9,013 $182K
New York State Common Retirement Fund 0.00% Add +0.9% 7,285 $147K
BNP Paribas Financial Markets 0.00% Reduce -56.0% 6,698 $135K
American International Group, Inc. 0.00% Reduce -0.8% 6,643 $134K
MetLife Investment Management, LLC 0.00% No change 6,642 $134K
Wells Fargo & Company 0.00% Add +7.8% 5,554 $112K
Bfsg, LLC 0.01% No change 5,395 $109K
Russell Investments Group, Ltd. 0.00% No change 5,328 $108K
Acadian Asset Management LLC 0.00% New 4,681 $94K
Public Employees Retirement System of Ohio 0.00% Reduce -4.1% 4,470 $90K
Deutsche Bank AG 0.00% No change 4,064 $82K
Cwm, LLC 0.00% Add +0.2% 3,544 $72K
Lazard Asset Management LLC 0.00% Add +45.7% 3,051 $61K
Osaic Holdings, Inc. 0.00% Add +16300.0% 2,952 $60K
Citigroup Inc. 0.00% Add +32.7% 2,880 $58K
Spire Wealth Management 0.00% No change 1,685 $34K
California State Teachers Retirement System 0.00% Reduce -38.9% 1,355 $27K
Ameritas Investment Partners, Inc. 0.00% No change 1,243 $25K
Whittier Trust Co. 0.00% No change 1,159 $23K
Legal & General Group Plc 0.00% No change 1,116 $23K
CANADA LIFE ASSURANCE Co 0.00% Reduce -5.6% 836 $17K
Metropolitan Life Insurance Co 0.00% No change 769 $16K
Nisa Investment Advisors, LLC 0.00% No change 589 $12K
Amalgamated Bank 0.00% Reduce -60.2% 489 $10K
Tidemark, LLC 0.01% Reduce -37.0% 476 $10K
Salem Investment Counselors Inc. 0.00% No change 210 $4K
North Star Investment Management Corp. 0.00% No change 180 $4K
Capital Advisors, Ltd. LLC 0.00% No change 28 $1K
Lindbrook Capital, LLC 0.00% No change 48 $970
Avior Wealth Management, LLC 0.00% New 2 $40
Huntington National Bank 0.00% No change 1 $20
Farther Finance Advisors, LLC 0.00% Reduce -50.0% 1 $19
Covestor Ltd 0.00% Add +0.0% 23 $0

"% of holder's portfolio" is BSRR's weight in each manager's 13F, not the share of Sierra Bancorp the manager owns.