SEC 13F Intelligence

BSRRSIERRA BANCORP

CUSIP 82620P102 · Yahoo Finance ↗ · Google Finance ↗

Sierra Bancorp (BSRR) has 116 institutional holders in Filings Flow’s 13F database, together reporting 7.58M shares worth $249M as of Q1 2026. The largest reported holders are Blackrock, Inc., Dimensional Fund Advisors LP, and Vanguard Group Inc.

Institutional Holders
116
Q1 2026
Reported Value
$249M
Ticker
BSRR
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 68Q4 ’18Q1 ’19: 65Q2 ’19: 66Q2 ’19Q3 ’19: 71Q2 ’21: 73Q2 ’21Q4 ’21: 76Q4 ’22: 74Q4 ’22Q4 ’25: 113Q1 ’26: 116Q1 ’26Q2 ’26: 7filingsflow.com
Total reported value
Q4 ’18: $83MQ4 ’18Q1 ’19: $152MQ2 ’19: $146MQ2 ’19Q3 ’19: $142MQ2 ’21: $145MQ2 ’21Q4 ’21: $285MQ4 ’22: $59MQ4 ’22Q4 ’25: $237MQ1 ’26: $249MQ1 ’26Q2 ’26: $4Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
BANC FUNDS CO LLC$537M AUM0.72%$4M113.3KQ1 2026OLDER
PRIVATE MANAGEMENT GROUP INC$3.5B AUM0.51%$18M524.2KQ1 2026OLDER
BASSWOOD CAPITAL MANAGEMENT, L.L.C.$2.1B AUM0.22%$5M139.7KQ1 2026OLDER
MKT Advisors LLC$322M AUM0.16%$502,04012.3KQ2 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM0.09%$4M129.2KQ1 2026OLDER
Fourthstone LLC$590M AUM0.07%$366,96411.2KQ4 2025OLDER
Pasadena Private Wealth, LLC$723M AUM0.06%$447,74413.2KQ1 2026OLDER
Integrated Quantitative Investments LLC$551M AUM0.05%$280,3498.3KQ1 2026OLDER
GLOBEFLEX CAPITAL L P$661M AUM0.03%$205,4596.3KQ4 2025OLDER
Empowered Funds, LLC$15.7B AUM0.02%$3M76.2KQ2 2026
Mutual Advisors, LLC$4.7B AUM0.02%$710,65821.0KQ1 2026OLDER
BFSG, LLC$1.1B AUM0.01%$153,6584.5KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.01%$255,8258.8KQ3 2025OLDER
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.01%$503,88214.9KQ1 2026OLDER
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM0.01%$4M107.4KQ1 2026OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.01%$201,1825.6KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.01%$12M359.9KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.01%$6M180.8KQ1 2026OLDER
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.01%$206,8106.1KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.01%$982,90029.0KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.01%$32M929.2KQ1 2026OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.01%$2M48.0KQ1 2026OLDER
Janus Henderson Group Ltd.$209.4B AUM0.01%$12M344.1KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.01%$10M301.9KQ1 2026OLDER
Gradient Investments LLC$7.2B AUM0.00%$267,3866.6KQ2 2026
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.00%$1M35.5KQ1 2026OLDER
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.00%$624,77218.4KQ1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$1M42.9KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$22,116652Q1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$74,8952.2KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$3M98.6KQ1 2026OLDER
Brandywine Global Investment Management, LLC$14.9B AUM0.00%$267,7158.2KQ4 2025OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$754,68622.2KQ1 2026OLDER
STRS OHIO$25.2B AUM0.00%$369,72810.9KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$842,06424.8KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$272,5478.0KQ1 2026OLDER
Essential Partners LLC$250M AUM0.00%$3,028102Q1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$34,5311.0KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$118,7203.5KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$8,804216Q2 2026
BlackRock, Inc.$5.72T AUM0.00%$42M1.24MQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$629,82618.6KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$5M160.7KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$835,04324.6KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$3M77.0KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$653,11020.0KQ4 2025OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$663,99220.3KQ4 2025OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$10M285.3KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$357,58510.5KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$3M93.4KQ1 2026OLDER
Fisher Asset Management, LLC$294.9B AUM0.00%$2M50.3KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$202,0286.0KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$1M33.2KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$1M35.2KQ1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$453,00213.4KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$18M540.5KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$531,89415.7KQ1 2026OLDER
WHITTIER TRUST CO$8.9B AUM0.00%$39,8701.2KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$356,70310.5KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$124,2153.7KQ1 2026OLDER
Spire Wealth Management$3.3B AUM0.00%$11,765360Q4 2025OLDER
FMR LLC$1.90T AUM0.00%$7M215.5KQ1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$95,9262.8KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$12,348364Q1 2026OLDER
North Star Investment Management Corp.$1.7B AUM0.00%$6,106180Q1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$9,905243Q2 2026
VANGUARD GROUP INC$6.90T AUM0.00%$24M734.5KQ4 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$3M85.0KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$9M267.0KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$197,6865.8KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$284,3518.4KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$13,568400Q1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$4M128.0KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$10,380306Q1 2026OLDER
SALEM INVESTMENT COUNSELORS INC$3.4B AUM0.00%$7,293215Q1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$789,55523.3KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$751,19222.1KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$129,3713.8KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$314,03211.0KQ3 2025OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$1M32.1KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$704,55220.8KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$218,0687.5KQ3 2025OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$490,06915.0KQ1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$237,4407.0KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$246,1247.3KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$209,7276.2KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$399,03511.8KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$821,33924.2KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$2M69.5KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$44113Q1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$885,44826.1KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$196,2275.8KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$167,2604.9KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$7,909232Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$936,95027.8KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$389,44811.9KQ4 2025OLDER
Arax Advisory Partners$3.5B AUM0.00%$2,03560Q1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$67620Q1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$37,2101.1KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$534,03615.7KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$154,7764.6KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$246,6667.3KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$192,2195.7KQ2 2026
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$2818.3KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$17,028502Q1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$57,5281.7KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$22,489663Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$5,801171Q1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$47514Q1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$60618Q1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$1705Q1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$37,8551.1KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$2,54475Q1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$98429Q1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$1,66249Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$10,000298Q1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$4,477132Q2 2026
MAI Capital Management$17.7B AUM0.00%$2387Q1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$4,545134Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$1,56046Q1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$291Q3 2025OLDER
US BANCORP \DE\$82.4B AUM0.00%$2718Q1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$341Q1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.