Sierra BancorpBSRR
13F holders, Q3 2024 (September 30)104holders +14
20new positions
7sold out
4famous investors
$28.88avg. 13F price*
At the end of Q3 2024, 104 institutions reported holding Sierra Bancorp (BSRR) in their 13F filings, up 14 from Q2 2024. 20 opened new positions and 7 sold out. The largest holders were BlackRock, Inc. ($39.7M), Dimensional Fund Advisors LP ($28.2M) and Vanguard Group Inc. ($21.1M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Sierra Bancorp
- CUSIP
- 82620P102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $6.4M |
| Exits | 7 | $1.5M |
All 13F filers, Q2 2024 → Q3 2024: 482,140 shares bought and 243,421 shares sold, net +238,719 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 104 holders
| BlackRock, Inc. | 0.00% | — | 1,375,100 | $39.7M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -0.9% | 976,736 | $28.2M |
| Vanguard Group Inc. | 0.00% | Add +2.3% | 732,189 | $21.1M |
| Private Management Group Inc. | 0.65% | Reduce -2.4% | 641,329 | $18.5M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -3.3% | 396,450 | $11.4M |
| Banc Funds Co. LLC | 1.16% | Reduce -14.2% | 369,283 | $10.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.8% | 352,913 | $10.2M |
| State Street Corp. | 0.00% | Add +3.6% | 321,257 | $9.3M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.8% | 296,117 | $8.6M |
| Northern Trust Corp. | 0.00% | Reduce -2.8% | 210,793 | $6.1M |
| Renaissance Technologies | 0.01% | Reduce -1.9% | 204,612 | $5.9M |
| FMR LLC | 0.00% | Add +12.5% | 194,573 | $5.6M |
| Foundry Partners, LLC | 0.25% | Add +19.2% | 176,985 | $5.1M |
| Morgan Stanley | 0.00% | Add +25.0% | 147,258 | $4.3M |
| Hotchkis & Wiley Capital Management LLC | 0.01% | Reduce -0.6% | 140,242 | $4.1M |
| Bridgeway Capital Management, LLC | 0.08% | Add +3.0% | 127,994 | $3.7M |
| American Century Companies Inc. | 0.00% | Add +7.6% | 122,111 | $3.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +18.6% | 116,892 | $3.4M |
| LSV Asset Management | 0.01% | Reduce -8.8% | 115,800 | $3.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -8.5% | 109,340 | $3.2M |
| Zacks Investment Management | 0.02% | New | 97,590 | $2.8M |
| Empowered Funds, LLC | 0.03% | Add +5.3% | 74,994 | $2.2M |
| Assenagon Asset Management S.A. | 0.00% | Add +24.0% | 74,000 | $2.1M |
| JPMorgan Chase & Co. | 0.00% | Add +40.6% | 65,858 | $1.9M |
| First Trust Advisors LP | 0.00% | Add +28.4% | 53,109 | $1.5M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +40.6% | 52,666 | $1.5M |
| Los Angeles Capital Management LLC | 0.01% | Add +21.1% | 46,013 | $1.3M |
| Segall Bryant & Hamill, LLC | 0.02% | New | 39,697 | $1.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +0.1% | 37,067 | $1.1M |
| Martingale Asset Management L P | 0.02% | Add +21.6% | 36,184 | $1.0M |
| Nuveen Asset Management, LLC | 0.00% | No change | 34,437 | $995K |
| Kennedy Capital Management LLC | 0.02% | No change | 32,484 | $938K |
| Mutual Advisors, LLC | 0.02% | Reduce -6.5% | 28,951 | $828K |
| Informed Momentum Co LLC | 0.12% | New | 28,385 | $820K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +85.3% | 26,241 | $758K |
| State of Wisconsin Investment Board | 0.00% | Reduce -2.6% | 26,100 | $754K |
| Rhumbline Advisers | 0.00% | Reduce -4.1% | 20,079 | $580K |
| Barclays PLC | 0.00% | Add +301.7% | 16,896 | $488K |
| Jane Street Group, LLC | 0.00% | Add +9.7% | 16,827 | $486K |
| Panagora Asset Management Inc. | 0.00% | Add +36.5% | 16,315 | $471K |
| Jacobs Levy Equity Management, Inc. | 0.00% | Reduce -13.1% | 15,999 | $462K |
| Alliancebernstein L.P. | 0.00% | Reduce -2.5% | 13,716 | $396K |
| Mariner, LLC | 0.00% | Reduce -1.7% | 13,694 | $395K |
| Pasadena Private Wealth, LLC | 0.08% | No change | 13,200 | $381K |
| Royal Bank of Canada | 0.00% | Reduce -0.1% | 12,229 | $353K |
| Bank of America Corp. | 0.00% | Add +3.5% | 12,111 | $350K |
| MKT Advisors LLC | 0.16% | No change | 12,320 | $340K |
| BNP Paribas Financial Markets | 0.00% | Reduce -45.1% | 11,581 | $334K |
| Two Sigma Advisers, LP | 0.00% | Reduce -48.2% | 11,500 | $332K |
| STRS Ohio | 0.00% | No change | 10,100 | $292K |
| Citigroup Inc. | 0.00% | Add +116.2% | 10,061 | $291K |
| Millennium Management | 0.00% | New | 9,432 | $272K |
| Federated Hermes, Inc. | 0.00% | Add +2.3% | 9,367 | $271K |
| Trexquant Investment LP | 0.00% | Reduce -21.5% | 8,918 | $258K |
| AQR Capital Management | 0.00% | New | 8,408 | $243K |
| Lazard Asset Management LLC | 0.00% | Add +151.6% | 7,806 | $225K |
| Campbell & CO Investment Adviser LLC | 0.02% | New | 7,755 | $224K |
| Citadel Advisors | 0.00% | New | 7,730 | $223K |
| Sei Investments Co. | 0.00% | New | 7,683 | $222K |
| UBS Group AG | 0.00% | Add +38.0% | 7,591 | $219K |
| Franklin Resources Inc. | 0.00% | New | 7,618 | $216K |
| MetLife Investment Management, LLC | 0.00% | No change | 7,411 | $214K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +9.6% | 7,134 | $206K |
| Corebridge Financial, Inc. | 0.00% | Reduce -1.9% | 6,959 | $201K |
| Wells Fargo & Company | 0.00% | Add +2.8% | 6,645 | $192K |
| Globeflex Capital L P | 0.02% | No change | 6,286 | $182K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -29.6% | 5,328 | $154K |
| Bfsg, LLC | 0.02% | Reduce -7.0% | 5,020 | $145K |
| SG Americas Securities, LLC | 0.00% | New | 4,906 | $142K |
| Deutsche Bank AG | 0.00% | Reduce -50.9% | 4,727 | $137K |
| Cwm, LLC | 0.00% | Add +6.3% | 4,226 | $122K |
| Public Employees Retirement System of Ohio | 0.00% | No change | 4,215 | $122K |
| New York State Common Retirement Fund | 0.00% | Reduce -47.1% | 3,814 | $110K |
| Osaic Holdings, Inc. | 0.00% | No change | 2,965 | $86K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -1.8% | 2,787 | $80K |
| Spire Wealth Management | 0.00% | No change | 1,595 | $46K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,243 | $36K |
| Whittier Trust Co. | 0.00% | No change | 1,159 | $33K |
| Legal & General Group Plc | 0.00% | No change | 1,116 | $32K |
| Financial Management Professionals, Inc. | 0.00% | New | 1,012 | $29K |
| California State Teachers Retirement System | 0.00% | No change | 955 | $28K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +14.6% | 943 | $27K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 589 | $17K |
| Amalgamated Bank | 0.00% | No change | 489 | $14K |
| Arax Advisory Partners | 0.00% | No change | 289 | $8K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 265 | $8K |
| Tidemark, LLC | 0.00% | No change | 238 | $7K |
| Salem Investment Counselors Inc. | 0.00% | No change | 210 | $6K |
| North Star Investment Management Corp. | 0.00% | No change | 180 | $5K |
| Smartleaf Asset Management LLC | 0.00% | Add +7.6% | 170 | $5K |
| Continuum Advisory, LLC | 0.00% | New | 117 | $4K |
| Avior Wealth Management, LLC | 0.00% | New | 99 | $3K |
| Huntington National Bank | 0.00% | Add +9200.0% | 93 | $3K |
| Earned Wealth Advisors, LLC | 0.00% | New | 68 | $2K |
| Lindbrook Capital, LLC | 0.00% | No change | 48 | $1K |
| Allworth Financial LP | 0.00% | New | 46 | $1K |
| PNC Financial Services Group, Inc. | 0.00% | New | 46 | $1K |
| Sterling Capital Management LLC | 0.00% | — | 46 | $1K |
| GAMMA Investing LLC | 0.00% | New | 37 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 28 | $1K |
| Quadrant Capital Group LLC | 0.00% | New | 23 | $665 |
| Nordwand Advisors, LLC | 0.00% | New | 10 | $289 |
| Farther Finance Advisors, LLC | 0.00% | Add +100.0% | 2 | $58 |
| Covestor Ltd | 0.00% | Reduce -88.9% | 4 | $0 |
"% of holder's portfolio" is BSRR's weight in each manager's 13F, not the share of Sierra Bancorp the manager owns.