BSRR · Company research
Sierra Bancorp (BSRR): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 1597878 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28 | 1 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Inspire Investing, LLC | 1670139 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16773 | 683667 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| AQR CAPITAL MANAGEMENT LLC | 1167557 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31593 | 1287719 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CSM Advisors, LLC | 1863523 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 163990 | 6685 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| AMERIPRISE FINANCIAL INC | 820027 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20771 | 846626 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MKT Advisors LLC | 1906802 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12320 | 502040 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Gradient Investments LLC | 1542265 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6560 | 267386 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| MORGAN STANLEY | 895421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31608 | 1288344 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| DIMENSIONAL FUND ADVISORS LP | 354204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 884793 | 36064163 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 178 | 7256 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| WELLS FARGO & COMPANY/MN | 72971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10040 | 409230 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MERCER GLOBAL ADVISORS INC /ADV | 853758 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3036 | 123748 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 1446179 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5596 | 228093 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CANADA PENSION PLAN INVESTMENT BOARD | 1283718 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7000 | 285320 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Mutual Advisors, LLC | 1694080 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18951 | 772443 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Trexquant Investment LP | 1633445 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32317 | 1317241 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SIGNATUREFD, LLC | 1456048 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8 | 326 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| CITADEL ADVISORS LLC | 1423053 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4353 | 177428 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| LSV ASSET MANAGEMENT | 1050470 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 70600 | 2878 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Sixth Street Partners Management Company, L.P. | 1812095 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35034 | 1427986 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| RENAISSANCE TECHNOLOGIES LLC | 1037389 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 185812 | 7573697 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| BANK OF AMERICA CORP /DE/ | 70858 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12553 | 511661 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NEW YORK STATE COMMON RETIREMENT FUND | 810265 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3814 | 155459 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| OSAIC HOLDINGS, INC. | 1677044 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2763 | 112680 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Creative Planning | 1540235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7761 | 316338 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Western Financial Corp/CA | 1954480 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5359 | 218440 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| Pinnacle Wealth Planning Services, Inc. | 1726752 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 652 | 26576 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Pasadena Private Wealth, LLC | 1760578 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13200 | 538032 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| PRICE T ROWE ASSOCIATES INC /MD/ | 80255 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10015 | 409 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PANAGORA ASSET MANAGEMENT INC | 883677 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25938 | 1057233 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Covestor Ltd | 1909846 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 0 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Connor, Clark & Lunn Investment Management Ltd. | 1596800 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34840 | 1420078 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MetLife Investment Management, LLC | 1529735 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7999 | 326039 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1081019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6725 | 165 | — | — | — | Aug 24, 2026 | SEC_13F_DATASET |
| BANC FUNDS CO LLC | 1029311 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 99255 | 4045634 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Bank of New York Mellon Corp | 1390777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22870 | 932181 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Sequoia Financial Advisors, LLC | 1599900 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9445 | 384979 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| VANGUARD FIDUCIARY TRUST CO | 933478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 77866 | 3173818 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Ameritas Advisory Services, LLC | 1901275 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2307 | 94033 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BlackRock, Inc. | 2012383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 593617 | 24195829 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Corient Private Wealth LP | 1948780 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5307 | 216315 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| STRS OHIO | 820478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8200 | 334232 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Quarry LP | 1965207 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 56 | 2283 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Invesco Ltd. | 914208 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18493 | 753775 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HUNTINGTON NATIONAL BANK | 49205 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 41 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| VOYA INVESTMENT MANAGEMENT LLC | 1068837 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13746 | 560287 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Russell Investments Group, Ltd. | 1692234 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6314 | 257358 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| BNP PARIBAS FINANCIAL MARKETS | 1166588 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8463 | 344952 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Fisher Asset Management, LLC | 850529 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 48502 | 1976941 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| True Wealth Design, LLC | 1966033 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13 | 530 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| FMR LLC | 315066 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 296 | 12064 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| SEI INVESTMENTS CO | 350894 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4958 | 202088 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| D. E. Shaw & Co., Inc. | 1009207 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21615 | 881027 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CANADA LIFE ASSURANCE Co | 1046192 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1349 | 55 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| ALLIANCEBERNSTEIN L.P. | 1109448 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14896 | 505272 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Engineers Gate Manager LP | 1620220 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9204 | 375155 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PNC Financial Services Group, Inc. | 713676 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 46 | 1875 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| XTX Topco Ltd | 1828301 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11830 | 482191 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Larson Financial Group LLC | 1731061 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32 | 1304 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PRIVATE MANAGEMENT GROUP INC | 1142031 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 434075 | 17692897 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| IFP Advisors, Inc | 1641866 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 301 | 12269 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| Police & Firemen's Retirement System of New Jersey | 2040686 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3500 | 142660 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| TWO SIGMA INVESTMENTS, LP | 1179392 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19101 | 778557 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 1085393 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 184089 | 7503468 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1107261 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 135101 | 5506717 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BARCLAYS PLC | 312069 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3459 | 140988 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Integrated Quantitative Investments LLC | 2046834 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8957 | 365087 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BFSG, LLC | 1706836 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3600 | 146736 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 1177206 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2006 | 81765 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Tower Research Capital LLC (TRC) | 1533421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 908 | 37010 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| STATE OF WISCONSIN INVESTMENT BOARD | 854157 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22949 | 935401 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GEODE CAPITAL MANAGEMENT, LLC | 1214717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 270684 | 11035926 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| FRANKLIN RESOURCES INC | 38777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11692 | 476566 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Rockefeller Capital Management L.P. | 1739439 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 502 | 20462 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Legal & General Group Plc | 764068 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1116 | 45488 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| UBS Group AG | 1610520 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7095 | 289192 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Nuveen, LLC | 1871926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21619 | 881190 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| ROYAL BANK OF CANADA | 1000275 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 376 | 15000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NISA INVESTMENT ADVISORS, LLC | 937615 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29 | 1182 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| SALEM INVESTMENT COUNSELORS INC | 884423 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 215 | 8764 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.