Sierra BancorpBSRR

13F holders, Q2 2024 (June 30)
90holders +6
10new positions
6sold out
1famous investor
$22.40avg. 13F price*

At the end of Q2 2024, 90 institutions reported holding Sierra Bancorp (BSRR) in their 13F filings, up 6 from Q1 2024. 10 opened new positions and 6 sold out. The largest holders were BlackRock Inc. ($30.4M), Dimensional Fund Advisors LP ($22.1M) and Vanguard Group Inc. ($16.0M). 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 → Q2 2024

InstitutionsTotal Value
New Positions10$1.8M
Exits6$1.6M

All 13F filers, Q1 2024 → Q2 2024: 247,911 shares bought and 221,022 shares sold, net +26,889 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 90 holders

BlackRock Inc. 0.00% Add +0.6% 1,360,330 $30.4M
Dimensional Fund Advisors LP 0.01% Reduce -1.0% 985,415 $22.1M
Vanguard Group Inc. 0.00% Add +5.2% 715,529 $16.0M
Private Management Group Inc. 0.57% Add +1.2% 657,147 $14.7M
Banc Funds Co. LLC 1.14% Reduce -1.4% 430,428 $9.6M
Manufacturers Life Insurance Company, The 0.01% Reduce -0.5% 409,864 $9.2M
Ameriprise Financial Inc. 0.00% Add +2.1% 355,919 $8.0M
State Street Corp. 0.00% Reduce -1.3% 310,162 $6.9M
Geode Capital Management, LLC 0.00% Add +2.7% 298,468 $6.7M
Northern Trust Corp. 0.00% Reduce -2.0% 216,901 $4.9M
Renaissance Technologies 0.01% Reduce -2.0% 208,512 $4.7M
FMR LLC 0.00% Add +14.3% 173,015 $3.9M
Foundry Partners, LLC 0.18% Reduce -1.3% 148,490 $3.3M
Hotchkis & Wiley Capital Management LLC 0.01% Add +0.7% 141,142 $3.2M
LSV Asset Management 0.01% No change 126,900 $2.8M
Bridgeway Capital Management, LLC 0.07% Add +4.2% 124,242 $2.8M
Bank of New York Mellon Corp 0.00% Add +3.0% 119,520 $2.7M
Morgan Stanley 0.00% Reduce -8.6% 117,829 $2.6M
American Century Companies Inc. 0.00% Add +0.0% 113,481 $2.5M
Goldman Sachs Group Inc. 0.00% Add +18.2% 98,568 $2.2M
Empowered Funds, LLC 0.03% Add +7.6% 71,242 $1.6M
Assenagon Asset Management S.A. 0.00% Reduce -23.2% 59,665 $1.3M
JPMorgan Chase & Co. 0.00% Reduce -34.9% 46,833 $1.0M
First Trust Advisors LP 0.00% Add +10.9% 41,358 $926K
Mutual Advisors, LLC 0.03% Reduce -22.7% 30,951 $886K
Los Angeles Capital Management LLC 0.00% Reduce -11.8% 37,980 $850K
Arrowstreet Capital, Limited Partnership 0.00% Add +39.8% 37,465 $838K
Charles Schwab Investment Management Inc. 0.00% Add +4.2% 37,038 $829K
Nuveen Asset Management, LLC 0.00% Add +4.5% 34,437 $771K
Kennedy Capital Management LLC 0.02% New 32,484 $727K
Martingale Asset Management L P 0.01% Add +2.1% 29,753 $666K
State of Wisconsin Investment Board 0.00% Reduce -0.7% 26,800 $600K
Invesco Ltd. 0.00% Add +4.8% 24,684 $552K
Two Sigma Advisers, LP 0.00% Reduce -5.1% 22,200 $497K
BNP Paribas Financial Markets 0.00% Add +214.8% 21,082 $472K
Rhumbline Advisers 0.00% Reduce -0.7% 20,945 $469K
Jacobs Levy Equity Management, Inc. 0.00% Reduce -24.6% 18,406 $412K
Two Sigma Investments, LP 0.00% Reduce -30.1% 16,148 $361K
Jane Street Group, LLC 0.00% New 15,343 $343K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 14,164 $317K
Alliancebernstein L.P. 0.00% Add +10.0% 14,066 $315K
Mariner, LLC 0.00% Reduce -13.1% 13,927 $312K
Pasadena Private Wealth, LLC 0.07% No change 13,200 $295K
Royal Bank of Canada 0.00% Add +8.4% 12,235 $275K
MKT Advisors LLC 0.14% No change 12,320 $273K
Panagora Asset Management Inc. 0.00% Add +8.2% 11,957 $268K
Bank of America Corp. 0.00% Reduce -0.4% 11,702 $262K
Gradient Investments LLC 0.01% Reduce -30.2% 11,560 $259K
Trexquant Investment LP 0.00% New 11,361 $254K
STRS Ohio 0.00% Add +11.0% 10,100 $226K
Van Hulzen Asset Management, LLC 0.01% Reduce -23.1% 10,001 $224K
Deutsche Bank AG 0.00% Add +136.8% 9,624 $215K
Federated Hermes, Inc. 0.00% No change 9,153 $205K
Russell Investments Group, Ltd. 0.00% Add +42.0% 7,565 $169K
MetLife Investment Management, LLC 0.00% Add +11.6% 7,411 $166K
New York State Common Retirement Fund 0.00% Reduce -1.0% 7,214 $161K
Corebridge Financial, Inc. 0.00% — 7,094 $159K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% — 6,508 $146K
Wells Fargo & Company 0.00% Add +16.4% 6,465 $145K
Globeflex Capital L P 0.01% Reduce -30.3% 6,286 $141K
UBS Group AG 0.00% Reduce -62.2% 5,500 $123K
Bfsg, LLC 0.02% No change 5,395 $121K
Citigroup Inc. 0.00% Add +61.6% 4,654 $104K
Public Employees Retirement System of Ohio 0.00% Reduce -5.7% 4,215 $94K
Barclays PLC 0.00% Reduce -53.8% 4,206 $94K
Cwm, LLC 0.00% Add +12.2% 3,977 $89K
EntryPoint Capital, LLC 0.04% New 3,858 $86K
Lazard Asset Management LLC 0.00% Add +1.7% 3,103 $69K
Osaic Holdings, Inc. 0.00% Add +0.4% 2,965 $66K
Tower Research Capital LLC (TRC) 0.00% New 2,837 $63K
Spire Wealth Management 0.00% Reduce -5.3% 1,595 $36K
Ameritas Investment Partners, Inc. 0.00% No change 1,243 $28K
Whittier Trust Co. 0.00% No change 1,159 $26K
Legal & General Group Plc 0.00% No change 1,116 $25K
California State Teachers Retirement System 0.00% Reduce -29.5% 955 $21K
CANADA LIFE ASSURANCE Co 0.00% Reduce -1.6% 823 $18K
Nisa Investment Advisors, LLC 0.00% No change 589 $13K
Amalgamated Bank 0.00% No change 489 $11K
Arax Advisory Partners 0.00% New 289 $6K
Tidemark, LLC 0.00% Reduce -50.0% 238 $5K
Innealta Capital, LLC 0.00% New 215 $5K
Salem Investment Counselors Inc. 0.00% No change 210 $5K
North Star Investment Management Corp. 0.00% No change 180 $4K
Smartleaf Asset Management LLC 0.00% New 158 $3K
Lindbrook Capital, LLC 0.00% No change 48 $1K
Covestor Ltd 0.00% Add +56.5% 36 $1K
Capital Advisors, Ltd. LLC 0.00% No change 28 $1K
Picton Mahoney Asset Management 0.00% New 22 $1K
Huntington National Bank 0.00% No change 1 $22
Farther Finance Advisors, LLC 0.00% No change 1 $22

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