Sierra BancorpBSRR

13F holders, Q1 2026 (March 31)
116holders +2
10new positions
9sold out
5famous investors
$33.92avg. 13F price*

At the end of Q1 2026, 116 institutions reported holding Sierra Bancorp (BSRR) in their 13F filings, up 2 from Q4 2025. 10 opened new positions and 9 sold out. The largest holders were BlackRock, Inc. ($42.2M), Dimensional Fund Advisors LP ($31.5M) and Vanguard Capital Management LLC ($18.3M). 5 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 Ken Fisher (0.0% of Fisher Asset 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions10$6.4M
Exits9$2.5M

All 13F filers, Q4 2025 → Q1 2026: 435,150 shares bought and 309,557 shares sold, net +125,593 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 116 holders

BlackRock, Inc. 0.00% Reduce -2.0% 1,244,911 $42.2M
Dimensional Fund Advisors LP 0.01% Reduce -1.0% 929,226 $31.5M
Vanguard Capital Management LLC 0.00% — 540,451 $18.3M
Private Management Group Inc. 0.51% Reduce -4.0% 524,224 $17.8M
Manufacturers Life Insurance Company, The 0.01% Reduce -5.1% 359,946 $12.2M
Janus Henderson Group PLC 0.01% Add +32.9% 344,133 $11.7M
American Century Companies Inc. 0.01% Add +20.6% 301,865 $10.2M
Geode Capital Management, LLC 0.00% Reduce -0.4% 285,344 $9.7M
State Street Corp. 0.00% Reduce -4.6% 266,960 $9.1M
FMR LLC 0.00% Add +5.3% 215,497 $7.3M
Renaissance Technologies 0.01% Reduce -0.6% 180,847 $6.1M
CSM Advisors, LLC 0.14% Reduce -0.6% 164,170 $5.6M
Northern Trust Corp. 0.00% Add +1.6% 160,736 $5.5M
Basswood Capital Management, L.L.C. 0.24% New 139,676 $4.7M
Morgan Stanley 0.00% Add +2.0% 130,601 $4.4M
Bridgeway Capital Management, LLC 0.09% Reduce -2.8% 129,232 $4.4M
Banc Funds Co. LLC 0.72% Reduce -6.7% 113,255 $3.8M
Hotchkis & Wiley Capital Management LLC 0.01% Reduce -3.6% 107,359 $3.6M
Arrowstreet Capital, Limited Partnership 0.00% Add +19.2% 98,619 $3.3M
Bank of New York Mellon Corp 0.00% Reduce -6.4% 93,399 $3.2M
Goldman Sachs Group Inc. 0.00% Reduce -18.4% 85,004 $2.9M
Vanguard Fiduciary Trust Co. 0.00% — 77,035 $2.6M
Empowered Funds, LLC 0.02% Reduce -4.7% 76,232 $2.6M
LSV Asset Management 0.01% Reduce -12.8% 70,100 $2.4M
Vanguard Portfolio Management LLC 0.00% — 69,498 $2.4M
Fisher Asset Management 0.00% Add +3.6% 50,262 $1.7M
Panagora Asset Management Inc. 0.01% Reduce -0.3% 48,021 $1.6M
Federated Hermes, Inc. 0.00% Add +20.1% 42,926 $1.5M
Connor, Clark & Lunn Investment Management Ltd. 0.00% Add +0.8% 35,497 $1.2M
Millennium Management 0.00% Add +230.3% 35,234 $1.2M
AQR Capital Management 0.00% Add +0.6% 33,233 $1.1M
Charles Schwab Investment Management Inc. 0.00% Reduce -10.2% 32,086 $1.1M
Trexquant Investment LP 0.01% Add +117.7% 28,977 $983K
JPMorgan Chase & Co. 0.00% Reduce -13.4% 27,844 $937K
Jane Street Group, LLC 0.00% Add +9.8% 26,104 $885K
Quantinno Capital Management LP 0.00% Add +24.3% 24,825 $842K
Two Sigma Investments, LP 0.00% Reduce -4.4% 24,618 $835K
Invesco Ltd. 0.00% Add +0.6% 24,214 $821K
Nuveen, LLC 0.00% Add +0.4% 23,277 $790K
State of Wisconsin Investment Board 0.00% Reduce -9.9% 22,249 $755K
Franklin Resources Inc. 0.00% Add +116.3% 22,146 $751K
Mutual Advisors, LLC 0.02% No change 20,951 $711K
Ameriprise Financial Inc. 0.00% Reduce -7.5% 20,771 $705K
Mariner, LLC 0.00% Reduce -14.4% 18,568 $630K
Jacobs Levy Equity Management, Inc. 0.00% Add +11.3% 18,419 $625K
Bank of America Corp. 0.00% Reduce -9.0% 15,744 $534K
Rhumbline Advisers 0.00% Reduce -3.3% 15,681 $532K
Martingale Asset Management L P 0.01% Reduce -64.1% 14,855 $504K
Alliancebernstein L.P. 0.00% Reduce -7.0% 14,996 $490K
Voya Investment Management LLC 0.00% Reduce -1.4% 13,355 $453K
Pasadena Private Wealth, LLC 0.06% Reduce -1.5% 13,200 $448K
MKT Advisors LLC 0.14% No change 12,320 $426K
Deutsche Bank AG 0.00% Reduce -2.8% 11,764 $399K
STRS Ohio 0.00% No change 10,900 $370K
Lazard Asset Management LLC 0.00% New 10,542 $358K
Prudential Financial Inc. 0.00% New 10,516 $357K
Sei Investments Co. 0.00% New 8,383 $284K
T. Rowe Price Associates Inc. 0.00% Add +9.7% 8,269 $281K
Integrated Quantitative Investments LLC 0.05% New 8,265 $280K
MetLife Investment Management, LLC 0.00% No change 8,035 $273K
UBS Group AG 0.00% Reduce -16.3% 7,272 $247K
D. E. Shaw & Co. 0.00% Reduce -27.4% 7,256 $246K
Canada Pension Plan Investment Board 0.00% No change 7,000 $237K
Gradient Investments LLC 0.00% No change 6,560 $223K
Creative Planning 0.00% New 6,183 $210K
Susquehanna Fundamental Investments, LLC 0.01% New 6,097 $207K
Cwm, LLC 0.00% Reduce -0.8% 5,956 $202K
Occudo Quantitative Strategies LP 0.01% Reduce -15.9% 5,576 $201K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +2.4% 5,828 $198K
BNP Paribas Financial Markets 0.00% Add +84.3% 5,785 $196K
Wells Fargo & Company 0.00% Reduce -60.7% 5,667 $192K
Vanguard Global Advisers, LLC 0.00% — 4,931 $167K
Barclays PLC 0.00% Reduce -79.2% 4,563 $155K
Bfsg, LLC 0.01% No change 4,530 $154K
New York State Common Retirement Fund 0.00% No change 3,814 $129K
Public Employees Retirement System of Ohio 0.00% No change 3,662 $124K
Police & Firemen's Retirement System of New Jersey 0.00% No change 3,500 $119K
Los Angeles Capital Management LLC 0.00% Reduce -45.0% 2,828 $96K
Tower Research Capital LLC (TRC) 0.00% Add +367.8% 2,208 $75K
Citigroup Inc. 0.00% Reduce -53.9% 1,696 $58K
CANADA LIFE ASSURANCE Co 0.00% Add +39.2% 1,450 $49K
Whittier Trust Co. 0.00% No change 1,159 $40K
Legal & General Group Plc 0.00% No change 1,116 $38K
Russell Investments Group, Ltd. 0.00% Reduce -8.3% 1,097 $37K
Ameritas Investment Partners, Inc. 0.00% Reduce -18.1% 1,018 $35K
California State Teachers Retirement System 0.00% Reduce -12.1% 663 $22K
Pinnacle Wealth Planning Services, Inc. 0.00% Reduce -11.4% 652 $22K
State of Alaska, Department of Revenue 0.00% No change 546 $18K
Rockefeller Capital Management L.P. 0.00% No change 502 $17K
Sterling Capital Management LLC 0.00% Reduce -43.3% 400 $14K
EverSource Wealth Advisors, LLC 0.00% Add +1.7% 364 $12K
IFP Advisors, Inc 0.00% No change 306 $10K
Royal Bank of Canada 0.00% Reduce -47.4% 298 $10K
GAMMA Investing LLC 0.00% Add +21.5% 243 $8K
Farther Finance Advisors, LLC 0.00% No change 232 $8K
Versant Capital Management, Inc 0.00% No change 216 $7K
Salem Investment Counselors Inc. 0.00% New 215 $7K
Essential Partners LLC 0.00% No change 200 $7K
North Star Investment Management Corp. 0.00% No change 180 $6K
Allworth Financial LP 0.00% Add +11.0% 171 $6K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +346.7% 134 $5K
Optiver Holding B.V. 0.00% No change 132 $4K
Osaic Holdings, Inc. 0.00% Reduce -97.3% 75 $3K
Arax Advisory Partners 0.00% Reduce -7.7% 60 $2K
Assetmark, Inc. 0.00% No change 49 $2K
PNC Financial Services Group, Inc. 0.00% Reduce -6.1% 46 $2K
Capital Advisors, Ltd. LLC 0.00% No change 28 $1K
Nisa Investment Advisors, LLC 0.00% Reduce -95.1% 29 $984
Parkside Financial Bank & Trust 0.00% No change 20 $676
Smartleaf Asset Management LLC 0.00% Add +50.0% 18 $606
Root Financial Partners, LLC 0.00% New 14 $475
True Wealth Design, LLC 0.00% No change 13 $441
US Bancorp \de 0.00% New 8 $271
MAI Capital Management 0.00% Add +16.7% 7 $238
Rothschild Investment LLC 0.00% No change 5 $170
Huntington National Bank 0.00% No change 1 $34

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