Sierra BancorpBSRR
13F holders, Q2 2026 (June 30)125holders +9
15new positions
5sold out
6famous investors
$40.75avg. 13F price*
At the end of Q2 2026, 125 institutions reported holding Sierra Bancorp (BSRR) in their 13F filings, up 9 from Q1 2026. 15 opened new positions and 5 sold out. The largest holders were BlackRock, Inc. ($53.2M), Dimensional Fund Advisors LP ($37.6M) and Vanguard Capital Management LLC ($21.5M). 6 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Sierra Bancorp
- CUSIP
- 82620P102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $3.3M |
| Exits | 5 | $1.1M |
All 13F filers, Q1 2026 → Q2 2026: 421,847 shares bought and 315,911 shares sold, net +105,936 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 125 holders
| BlackRock, Inc. | 0.00% | Add +4.9% | 1,306,403 | $53.2M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -0.8% | 921,629 | $37.6M |
| Vanguard Capital Management LLC | 0.00% | Reduce -2.5% | 527,029 | $21.5M |
| Jupiter Topco LLC | 0.01% | — | 438,288 | $17.9M |
| Private Management Group Inc. | 0.47% | Reduce -17.2% | 434,075 | $17.7M |
| American Century Companies Inc. | 0.01% | Add +23.5% | 372,676 | $15.2M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -0.7% | 357,606 | $14.6M |
| Geode Capital Management, LLC | 0.00% | Add +10.5% | 315,368 | $12.9M |
| State Street Corp. | 0.00% | Add +3.6% | 276,592 | $11.3M |
| FMR LLC | 0.00% | Reduce -1.6% | 212,021 | $8.6M |
| Renaissance Technologies | 0.01% | Add +2.8% | 185,812 | $7.6M |
| Basswood Capital Management, L.L.C. | 0.32% | Add +31.8% | 184,089 | $7.5M |
| Northern Trust Corp. | 0.00% | Add +9.4% | 175,804 | $7.2M |
| CSM Advisors, LLC | 0.14% | Reduce -0.1% | 163,990 | $6.7M |
| Bridgeway Capital Management, LLC | 0.10% | Add +4.5% | 135,101 | $5.5M |
| Morgan Stanley | 0.00% | Reduce -5.8% | 123,092 | $5.0M |
| Vanguard Portfolio Management LLC | 0.00% | Add +43.3% | 99,574 | $4.1M |
| Banc Funds Co. LLC | 0.67% | Reduce -12.4% | 99,255 | $4.0M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -0.6% | 98,078 | $4.0M |
| Hotchkis & Wiley Capital Management LLC | 0.01% | Reduce -12.5% | 93,959 | $3.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.7% | 92,746 | $3.8M |
| Empowered Funds, LLC | 0.02% | Add +7.7% | 82,101 | $3.3M |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +1.1% | 77,866 | $3.2M |
| LSV Asset Management | 0.01% | Add +0.7% | 70,600 | $2.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -38.7% | 52,083 | $2.1M |
| Fisher Asset Management | 0.00% | Reduce -3.5% | 48,502 | $2.0M |
| Federated Hermes, Inc. | 0.00% | Add +8.9% | 46,752 | $1.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +9.2% | 35,034 | $1.4M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -1.9% | 34,840 | $1.4M |
| AQR Capital Management | 0.00% | Reduce -0.5% | 33,058 | $1.3M |
| Trexquant Investment LP | 0.01% | Add +11.5% | 32,317 | $1.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.2% | 26,396 | $1.1M |
| Quantinno Capital Management LP | 0.00% | Add +5.8% | 26,258 | $1.1M |
| Panagora Asset Management Inc. | 0.00% | Reduce -46.0% | 25,938 | $1.1M |
| Invesco Ltd. | 0.00% | Add +2.0% | 24,706 | $1.0M |
| Nuveen, LLC | 0.00% | No change | 23,277 | $949K |
| State of Wisconsin Investment Board | 0.00% | Add +3.1% | 22,949 | $935K |
| D. E. Shaw & Co. | 0.00% | Add +197.9% | 21,615 | $881K |
| Ameriprise Financial Inc. | 0.00% | No change | 20,771 | $847K |
| Two Sigma Investments, LP | 0.00% | Reduce -22.4% | 19,101 | $779K |
| Mutual Advisors, LLC | 0.01% | Reduce -9.6% | 18,951 | $772K |
| Inspire Investing, LLC | 0.03% | New | 16,773 | $684K |
| Jacobs Levy Equity Management, Inc. | 0.00% | Reduce -11.3% | 16,328 | $666K |
| Rhumbline Advisers | 0.00% | Reduce -2.5% | 15,284 | $623K |
| Franklin Resources Inc. | 0.00% | Reduce -34.6% | 14,486 | $590K |
| Lazard Asset Management LLC | 0.00% | Add +35.5% | 14,285 | $582K |
| Marshall Wace, LLP | 0.00% | New | 14,021 | $571K |
| Voya Investment Management LLC | 0.00% | Add +2.9% | 13,746 | $560K |
| Deutsche Bank AG | 0.00% | Add +15.0% | 13,529 | $551K |
| Pasadena Private Wealth, LLC | 0.07% | No change | 13,200 | $538K |
| Wells Fargo & Company | 0.00% | Add +123.0% | 12,640 | $515K |
| Bank of America Corp. | 0.00% | Reduce -20.3% | 12,553 | $512K |
| Alliancebernstein L.P. | 0.00% | Reduce -0.7% | 14,896 | $505K |
| MKT Advisors LLC | 0.16% | No change | 12,320 | $502K |
| XTX Topco Ltd | 0.01% | New | 11,830 | $482K |
| Millennium Management | 0.00% | Reduce -67.2% | 11,567 | $471K |
| Prudential Financial Inc. | 0.00% | Add +0.9% | 10,616 | $433K |
| T. Rowe Price Associates Inc. | 0.00% | Add +21.1% | 10,015 | $409K |
| Martingale Asset Management L P | 0.01% | Reduce -33.1% | 9,937 | $405K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 9,445 | $385K |
| Engineers Gate Manager LP | 0.00% | New | 9,204 | $375K |
| Integrated Quantitative Investments LLC | 0.06% | Add +8.4% | 8,957 | $365K |
| Creative Planning | 0.00% | Add +37.0% | 8,473 | $345K |
| BNP Paribas Financial Markets | 0.00% | Add +46.3% | 8,463 | $345K |
| Mariner, LLC | 0.00% | Reduce -55.4% | 8,275 | $337K |
| STRS Ohio | 0.00% | Reduce -24.8% | 8,200 | $334K |
| MetLife Investment Management, LLC | 0.00% | Reduce -0.5% | 7,999 | $326K |
| UBS Group AG | 0.00% | Add +1.7% | 7,395 | $301K |
| Canada Pension Plan Investment Board | 0.00% | No change | 7,000 | $285K |
| Citigroup Inc. | 0.00% | Add +289.0% | 6,598 | $269K |
| Gradient Investments LLC | 0.00% | No change | 6,560 | $267K |
| Russell Investments Group, Ltd. | 0.00% | Add +489.8% | 6,470 | $264K |
| Susquehanna Fundamental Investments, LLC | 0.00% | Reduce -8.2% | 5,596 | $228K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -5.3% | 5,522 | $225K |
| Citadel Advisors | 0.00% | New | 5,474 | $223K |
| Corient Private Wealth LP | 0.00% | New | 5,361 | $219K |
| Western Financial Corp | 0.06% | New | 5,359 | $218K |
| Sei Investments Co. | 0.00% | Reduce -38.9% | 5,124 | $209K |
| Vanguard Global Advisers, LLC | 0.00% | No change | 4,931 | $201K |
| New York State Common Retirement Fund | 0.00% | No change | 3,814 | $155K |
| Public Employees Retirement System of Ohio | 0.00% | No change | 3,662 | $149K |
| Barclays PLC | 0.00% | Reduce -20.2% | 3,640 | $148K |
| Bfsg, LLC | 0.01% | Reduce -20.5% | 3,600 | $147K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 3,500 | $143K |
| Osaic Holdings, Inc. | 0.00% | Add +3584.0% | 2,763 | $113K |
| Ameritas Advisory Services, LLC | 0.00% | New | 2,307 | $94K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -29.1% | 2,006 | $82K |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -7.0% | 1,349 | $55K |
| Arax Advisory Partners | 0.00% | Add +2030.0% | 1,278 | $52K |
| Whittier Trust Co. | 0.00% | No change | 1,159 | $47K |
| Legal & General Group Plc | 0.00% | No change | 1,116 | $45K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,018 | $41K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -58.9% | 908 | $37K |
| Royal Bank of Canada | 0.00% | Add +152.0% | 751 | $30K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 652 | $27K |
| State of Alaska, Department of Revenue | 0.00% | No change | 546 | $22K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 502 | $20K |
| IFP Advisors, Inc | 0.00% | Reduce -1.6% | 301 | $12K |
| GAMMA Investing LLC | 0.00% | No change | 243 | $10K |
| Sterling Capital Management LLC | 0.00% | Reduce -39.5% | 242 | $10K |
| Farther Finance Advisors, LLC | 0.00% | No change | 232 | $9K |
| Versant Capital Management, Inc | 0.00% | No change | 216 | $9K |
| Salem Investment Counselors Inc. | 0.00% | No change | 215 | $9K |
| North Star Investment Management Corp. | 0.00% | No change | 180 | $7K |
| Allworth Financial LP | 0.00% | Add +4.1% | 178 | $7K |
| Jones Financial Companies LLLP | 0.00% | New | 175 | $7K |
| California State Teachers Retirement System | 0.00% | Reduce -75.1% | 165 | $7K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 134 | $5K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -75.8% | 88 | $4K |
| Quarry LP | 0.00% | New | 56 | $2K |
| Essential Partners LLC | 0.00% | Reduce -73.0% | 54 | $2K |
| Assetmark, Inc. | 0.00% | No change | 49 | $2K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 46 | $2K |
| Optiver Holding B.V. | 0.00% | Reduce -72.7% | 36 | $1K |
| Larson Financial Group LLC | 0.00% | New | 32 | $1K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 29 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 28 | $1K |
| Parkside Financial Bank & Trust | 0.00% | No change | 20 | $816 |
| Smartleaf Asset Management LLC | 0.00% | No change | 18 | $732 |
| True Wealth Design, LLC | 0.00% | No change | 13 | $530 |
| Fortitude Family Office, LLC | 0.00% | New | 11 | $448 |
| Signaturefd, LLC | 0.00% | New | 8 | $326 |
| Rothschild Investment LLC | 0.00% | No change | 5 | $204 |
| Huntington National Bank | 0.00% | No change | 1 | $41 |
| Covestor Ltd | 0.00% | New | 1 | $0 |
"% of holder's portfolio" is BSRR's weight in each manager's 13F, not the share of Sierra Bancorp the manager owns.