Sierra BancorpBSRR

13F holders, Q2 2025 (June 30)
105holders −9
8new positions
15sold out
4famous investors
$29.69avg. 13F price*

At the end of Q2 2025, 105 institutions reported holding Sierra Bancorp (BSRR) in their 13F filings, down 9 from Q1 2025. 8 opened new positions and 15 sold out. The largest holders were BlackRock, Inc. ($39.8M), Dimensional Fund Advisors LP ($28.3M) and Vanguard Group Inc. ($21.1M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management'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 2025 → Q2 2025

InstitutionsTotal Value
New Positions8$6.4M
Exits15$1.6M

All 13F filers, Q1 2025 → Q2 2025: 520,497 shares bought and 322,549 shares sold, net +197,948 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 105 holders

BlackRock, Inc. 0.00% Reduce -5.7% 1,340,923 $39.8M
Dimensional Fund Advisors LP 0.01% Reduce -0.8% 951,605 $28.3M
Vanguard Group Inc. 0.00% Add +3.0% 710,636 $21.1M
Private Management Group Inc. 0.57% Add +1.3% 586,402 $17.4M
Manufacturers Life Insurance Company, The 0.01% Reduce -1.7% 387,462 $11.5M
Geode Capital Management, LLC 0.00% Reduce -0.9% 298,395 $8.9M
State Street Corp. 0.00% Reduce -8.9% 281,222 $8.3M
Ameriprise Financial Inc. 0.00% Add +16.1% 238,620 $7.1M
Renaissance Technologies 0.01% Reduce -0.9% 196,112 $5.8M
FMR LLC 0.00% Reduce -6.2% 190,660 $5.7M
American Century Companies Inc. 0.00% Add +35.3% 181,923 $5.4M
Northern Trust Corp. 0.00% Reduce -11.6% 177,629 $5.3M
CSM Advisors, LLC 0.15% New 170,270 $5.1M
Morgan Stanley 0.00% Add +6.0% 140,861 $4.2M
Bridgeway Capital Management, LLC 0.09% Add +1.9% 129,720 $3.9M
Hotchkis & Wiley Capital Management LLC 0.01% No change 121,612 $3.6M
Banc Funds Co. LLC 0.54% Reduce -21.1% 121,424 $3.6M
Bank of New York Mellon Corp 0.00% Add +0.8% 107,491 $3.2M
Goldman Sachs Group Inc. 0.00% Reduce -12.4% 104,087 $3.1M
LSV Asset Management 0.01% No change 97,000 $2.9M
Empowered Funds, LLC 0.03% Add +3.3% 76,720 $2.3M
Segall Bryant & Hamill, LLC 0.03% Add +367.4% 66,131 $2.0M
Bank of America Corp. 0.00% Add +371.5% 64,365 $1.9M
Arrowstreet Capital, Limited Partnership 0.00% Add +3.0% 60,262 $1.8M
Panagora Asset Management Inc. 0.01% Add +9.3% 48,056 $1.4M
First Trust Advisors LP 0.00% Add +1.2% 47,970 $1.4M
Martingale Asset Management L P 0.03% Add +0.5% 46,741 $1.4M
Fisher Asset Management 0.00% Add +31.8% 40,598 $1.2M
JPMorgan Chase & Co. 0.00% Reduce -27.6% 38,497 $1.1M
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -1.5% 38,054 $1.1M
Charles Schwab Investment Management Inc. 0.00% Add +0.9% 37,395 $1.1M
Millennium Management 0.00% Add +100.7% 29,421 $874K
Los Angeles Capital Management LLC 0.00% Reduce -17.3% 28,238 $838K
AQR Capital Management 0.00% Add +13.8% 27,383 $813K
State of Wisconsin Investment Board 0.00% Reduce -3.6% 26,800 $796K
Mutual Advisors, LLC 0.02% No change 25,951 $792K
Fourthstone LLC 0.15% New 25,522 $758K
Nuveen, LLC 0.00% Reduce -25.9% 25,518 $758K
Thrivent Financial for Lutherans 0.00% Add +157.3% 24,869 $738K
Jane Street Group, LLC 0.00% Reduce -11.8% 24,806 $736K
Barclays PLC 0.00% Add +46.7% 22,718 $674K
Two Sigma Investments, LP 0.00% Add +18.5% 22,356 $664K
Rhumbline Advisers 0.00% Add +2.7% 19,859 $590K
Susquehanna International Group, LLP 0.00% Reduce -4.0% 18,449 $548K
Jacobs Levy Equity Management, Inc. 0.00% Add +13.5% 17,391 $516K
Alliancebernstein L.P. 0.00% Add +21.5% 16,056 $477K
Voya Investment Management LLC 0.00% Add +10.1% 15,567 $462K
Two Sigma Advisers, LP 0.00% Add +21.2% 14,300 $425K
Mariner, LLC 0.00% Add +5.1% 14,009 $416K
Pasadena Private Wealth, LLC 0.07% No change 13,200 $392K
Federated Hermes, Inc. 0.00% Add +5.5% 12,826 $381K
Lazard Asset Management LLC 0.00% Add +13.4% 12,777 $379K
MKT Advisors LLC 0.15% No change 12,320 $378K
Quantinno Capital Management LP 0.00% Add +34.2% 11,359 $337K
STRS Ohio 0.00% Add +7.9% 10,900 $324K
Royal Bank of Canada 0.00% Reduce -11.0% 10,345 $307K
Trexquant Investment LP 0.00% Reduce -23.0% 10,215 $303K
Invesco Ltd. 0.00% Add +13.6% 9,852 $293K
Wells Fargo & Company 0.00% Add +2.9% 8,931 $265K
Integrated Quantitative Investments LLC 0.07% No change 8,300 $246K
Brandywine Global Investment Management, LLC 0.00% New 8,192 $243K
UBS Group AG 0.00% Reduce -36.8% 8,138 $242K
MetLife Investment Management, LLC 0.00% No change 8,035 $239K
XTX Topco Ltd 0.01% New 7,938 $236K
Franklin Resources Inc. 0.00% No change 7,618 $226K
Intech Investment Management LLC 0.00% Reduce -15.3% 6,921 $205K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -11.2% 6,879 $204K
Globeflex Capital L P 0.02% No change 6,286 $187K
Deutsche Bank AG 0.00% Reduce -39.1% 5,352 $159K
Cwm, LLC 0.00% Add +5.2% 5,178 $154K
Citigroup Inc. 0.00% Reduce -48.8% 5,054 $150K
Bfsg, LLC 0.02% Add +1.4% 4,675 $139K
New York State Common Retirement Fund 0.00% No change 3,814 $113K
Public Employees Retirement System of Ohio 0.00% No change 3,662 $109K
Police & Firemen's Retirement System of New Jersey 0.00% No change 3,500 $104K
Osaic Holdings, Inc. 0.00% Add +3.8% 2,681 $80K
Ameritas Advisory Services, LLC 0.00% New 2,393 $71K
Tower Research Capital LLC (TRC) 0.00% Add +57.7% 2,266 $67K
BNP Paribas Financial Markets 0.00% Reduce -51.4% 1,609 $48K
Spire Wealth Management 0.00% Reduce -3.1% 1,545 $46K
Ameritas Investment Partners, Inc. 0.00% No change 1,243 $37K
Whittier Trust Co. 0.00% No change 1,159 $34K
Legal & General Group Plc 0.00% No change 1,116 $33K
CANADA LIFE ASSURANCE Co 0.00% Add +19.0% 1,027 $30K
California State Teachers Retirement System 0.00% No change 955 $28K
Raymond James Financial Inc. 0.00% New 891 $26K
Nisa Investment Advisors, LLC 0.00% No change 589 $17K
Amalgamated Bank 0.00% No change 489 $15K
Farther Finance Advisors, LLC 0.00% No change 382 $11K
Sterling Capital Management LLC 0.00% Add +55.1% 349 $10K
IFP Advisors, Inc 0.00% Add +59.8% 286 $9K
Salem Investment Counselors Inc. 0.00% No change 215 $6K
GAMMA Investing LLC 0.00% Reduce -63.9% 195 $6K
North Star Investment Management Corp. 0.00% No change 180 $5K
Versant Capital Management, Inc 0.00% No change 172 $5K
Essential Partners LLC 0.00% — 102 $3K
EverSource Wealth Advisors, LLC 0.00% Add +417.6% 88 $3K
PNC Financial Services Group, Inc. 0.00% No change 52 $2K
Allworth Financial LP 0.00% New 42 $1K
Capital Advisors, Ltd. LLC 0.00% No change 28 $1K
Russell Investments Group, Ltd. 0.00% No change 28 $831
Parkside Financial Bank & Trust 0.00% New 20 $594
Huntington National Bank 0.00% No change 1 $30
Brooklyn Investment Group 0.00% No change 1 $30
SBI Securities Co., Ltd. 0.00% No change 1 $30

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