SIERRA BANCORP - BSRR
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 15 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Reduced | 1,269,755 | 41,495 | 0.0% | 0.0% | 1 | -21,814 | -1.69% | Q4 2025 | Feb 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 938,971 | 30,685 | 0.01% | 0.01% | 2 | -6,433 | -0.68% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 734,538 | 24,004 | 0.0% | 0.0% | 3 | +971 | 0.13% | Q4 2025 | Jan 29, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Reduced | 546,139 | 17,847 | 0.52% | 0.5% | 4 | -36,567 | -6.28% | Q4 2025 | Feb 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 379,308 | 12,395 | 0.01% | — | 5 | +379,308 | New | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 286,542 | 9,366 | 0.0% | 0.0% | 6 | -7,103 | -2.42% | Q4 2025 | Feb 09, 2026 |
| STATE STREET CORP | History | Reduced | 279,719 | 9,141 | 0.0% | 0.0% | 7 | -2,567 | -0.91% | Q4 2025 | Feb 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | New | 259,035 | 8,465 | 0.0% | — | 8 | +259,035 | New | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 250,287 | 8,179 | 0.0% | 0.0% | 9 | +28,165 | 12.68% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 204,630 | 6,687 | 0.0% | 0.0% | 10 | +9,751 | 5.0% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 181,912 | 5,944 | 0.01% | 0.01% | 11 | -11,300 | -5.85% | Q4 2025 | Feb 12, 2026 |
| CSM Advisors, LLC | History | Added to | 165,180 | 5,399 | 0.15% | 0.13% | 12 | +275 | 0.17% | Q4 2025 | Feb 11, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 158,185 | 5,169 | 0.0% | 0.0% | 13 | -12,393 | -7.27% | Q4 2025 | Feb 17, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 132,990 | 4,346 | 0.09% | 0.08% | 14 | +6,432 | 5.08% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 128,019 | 4,183 | 0.0% | 0.0% | 15 | -1,783 | -1.37% | Q4 2025 | Feb 13, 2026 |
| BANC FUNDS CO LLC | History | No change | 121,424 | 3,968 | 0.79% | 0.61% | 16 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | No change | 111,409 | 3,640 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 104,197 | 3,405 | 0.0% | 0.0% | 18 | -7,111 | -6.39% | Q4 2025 | Mar 25, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 99,769 | 3,260 | 0.0% | 0.0% | 19 | -5,432 | -5.16% | Q4 2025 | Feb 10, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 82,742 | 2,704 | 0.0% | 0.0% | 20 | +19,373 | 30.57% | Q4 2025 | Feb 13, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 80,400 | 2,627 | 0.01% | 0.01% | 21 | -9,600 | -10.67% | Q4 2025 | Feb 06, 2026 |
| Empowered Funds, LLC | History | Added to | 79,990 | 2,614 | 0.04% | 0.02% | 22 | +6,432 | 8.74% | Q4 2025 | Feb 18, 2026 |
| Fisher Asset Management, LLC | History | No change | 48,502 | 1,585 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 48,191 | 1,574 | 0.01% | 0.01% | 24 | +548 | 1.15% | Q4 2025 | Feb 13, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 41,381 | 1,352 | 0.03% | 0.03% | 25 | -5,275 | -11.31% | Q4 2025 | Feb 13, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 35,739 | 1,167 | 0.0% | 0.0% | 27 | +22,779 | 175.76% | Q4 2025 | Feb 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 35,726 | 1,167 | 0.0% | 0.0% | 26 | -1,684 | -4.5% | Q4 2025 | Feb 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 35,218 | 1,150 | 0.0% | 0.0% | 28 | -366 | -1.03% | Q4 2025 | Feb 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 33,031 | 1,079 | 0.0% | 0.0% | 29 | -2,243 | -6.36% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 32,152 | 1,050 | 0.0% | 0.0% | 30 | -9,472 | -22.76% | Q4 2025 | Feb 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 25,747 | 841 | 0.0% | 0.0% | 31 | -3,493 | -11.95% | Q4 2025 | Feb 17, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 24,700 | 807 | 0.0% | 0.0% | 32 | -500 | -1.98% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 24,075 | 786 | 0.0% | 0.0% | 33 | +3,058 | 14.55% | Q4 2025 | Feb 19, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 23,766 | 776 | 0.0% | 0.0% | 34 | -15,203 | -39.01% | Q4 2025 | Feb 12, 2026 |
| Nuveen, LLC | History | Reduced | 23,187 | 757 | 0.0% | 0.0% | 35 | -2,331 | -9.13% | Q4 2025 | Feb 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 22,460 | 733 | 0.0% | 0.0% | 36 | -199,612 | -89.89% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Reduced | 21,880 | 715 | 0.0% | 0.0% | 37 | -609 | -2.71% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Added to | 21,684 | 708 | 0.0% | 0.0% | 38 | +7,675 | 54.79% | Q4 2025 | Feb 13, 2026 |
| Mutual Advisors, LLC | History | Reduced | 20,951 | 684 | 0.01% | 0.01% | 39 | -4,000 | -16.03% | Q4 2025 | Feb 02, 2026 |
| MARSHALL WACE, LLP | History | Added to | 20,318 | 663 | 0.0% | 0.0% | 40 | +8,963 | 78.93% | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 19,985 | 653 | 0.0% | 0.0% | 41 | +3,548 | 21.59% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 19,967 | 652 | 0.0% | 0.0% | 42 | +1,162 | 6.18% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 17,294 | 565 | 0.0% | 0.0% | 43 | -47,056 | -73.13% | Q4 2025 | Feb 17, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 16,549 | 540 | 0.0% | — | 44 | +16,549 | New | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 16,216 | 529 | 0.0% | 0.0% | 45 | -3,076 | -15.94% | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 16,116 | 526 | 0.0% | 0.0% | 46 | +60 | 0.37% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 14,432 | 471 | 0.0% | 0.0% | 47 | +4,032 | 38.77% | Q4 2025 | Feb 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 13,549 | 442 | 0.0% | 0.0% | 48 | +206 | 1.54% | Q4 2025 | Feb 12, 2026 |
| Pasadena Private Wealth, LLC | History | Added to | 13,400 | 437 | 0.06% | 0.05% | 49 | +200 | 1.52% | Q4 2025 | Feb 10, 2026 |
| Trexquant Investment LP | History | Added to | 13,309 | 434 | 0.0% | 0.0% | 50 | +6,056 | 83.5% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 12,700 | 415 | 0.0% | 0.0% | 51 | -2,900 | -18.59% | Q4 2025 | Feb 17, 2026 |
| MKT Advisors LLC | History | No change | 12,320 | 411 | 0.14% | 0.13% | 52 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 12,098 | 395 | 0.0% | 0.0% | 53 | +6,746 | 126.05% | Q4 2025 | Feb 11, 2026 |
| CITADEL ADVISORS LLC | History | New | 11,917 | 389 | 0.0% | — | 54 | +11,917 | New | Q4 2025 | Feb 17, 2026 |
| Fourthstone LLC | History | New | 11,229 | 366 | 0.07% | — | 55 | +11,229 | New | Q4 2025 | Feb 13, 2026 |
| STRS OHIO | History | No change | 10,900 | 356 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 10,669 | 348 | 0.0% | 0.0% | 57 | -7,101 | -39.96% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 10,240 | 334 | 0.0% | 0.0% | 58 | +662 | 6.91% | Q4 2025 | Feb 11, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 9,991 | 326 | 0.0% | — | 59 | +9,991 | New | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 8,691 | 284 | 0.0% | 0.0% | 60 | +1,886 | 27.71% | Q4 2025 | Jan 29, 2026 |
| Brandywine Global Investment Management, LLC | History | New | 8,192 | 267 | 0.0% | — | 61 | +8,192 | New | Q4 2025 | Feb 11, 2026 |
| MetLife Investment Management, LLC | History | No change | 8,035 | 262 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | New | 7,536 | 247 | 0.0% | — | 63 | +7,536 | New | Q4 2025 | Feb 17, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 7,000 | 228 | 0.0% | — | 64 | +7,000 | New | Q4 2025 | Feb 17, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | New | 6,630 | 216 | 0.01% | — | 65 | +6,630 | New | Q4 2025 | Feb 17, 2026 |
| Gradient Investments LLC | History | New | 6,560 | 214 | 0.0% | — | 66 | +6,560 | New | Q4 2025 | Jan 08, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 6,286 | 205 | 0.03% | 0.03% | 67 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Reduced | 6,006 | 196 | 0.0% | 0.0% | 68 | -159 | -2.58% | Q4 2025 | Jan 26, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 5,692 | 186 | 0.0% | 0.0% | 69 | -14 | -0.25% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | New | 4,680 | 153 | 0.0% | — | 70 | +4,680 | New | Q4 2025 | Jan 09, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 5,144 | 150 | 0.0% | 0.0% | 71 | -18,330 | -78.09% | Q4 2025 | Feb 11, 2026 |
| BFSG, LLC | History | Added to | 4,530 | 148 | 0.01% | 0.01% | 72 | +55 | 1.23% | Q4 2025 | Jan 22, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 3,814 | 124 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CITIGROUP INC | History | Added to | 3,681 | 120 | 0.0% | 0.0% | 74 | +2,193 | 147.38% | Q4 2025 | Feb 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 3,662 | 119 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 3,500 | 114 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 3,139 | 102 | 0.0% | 0.0% | 77 | -426 | -11.95% | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,727 | 89 | 0.0% | 0.0% | 78 | +24 | 0.89% | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,243 | 40 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 1,196 | 39 | 0.0% | 0.0% | 80 | +128 | 11.99% | Q4 2025 | Feb 17, 2026 |
| WHITTIER TRUST CO | History | No change | 1,159 | 38 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Legal & General Group Plc | History | No change | 1,116 | 36 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 1,042 | 34 | 0.0% | 0.0% | 83 | +19 | 1.86% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 736 | 24 | 0.0% | — | 85 | +736 | New | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 754 | 24 | 0.0% | 0.0% | 84 | -202 | -21.13% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 706 | 23 | 0.0% | 0.0% | 86 | -151 | -17.62% | Q4 2025 | Feb 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 589 | 19 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| ROYAL BANK OF CANADA | History | New | 567 | 18 | 0.0% | — | 88 | +567 | New | Q4 2025 | Feb 17, 2026 |
| State of Alaska, Department of Revenue | History | No change | 546 | 17 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 502 | 16 | 0.0% | 0.0% | 90 | +302 | 151.0% | Q4 2025 | Mar 16, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 472 | 15 | 0.0% | 0.0% | 91 | +10 | 2.16% | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Reduced | 385 | 13 | 0.0% | 0.0% | 92 | -104 | -21.27% | Q4 2025 | Feb 05, 2026 |
| Spire Wealth Management | History | Reduced | 360 | 11 | 0.0% | 0.0% | 94 | -1,185 | -76.7% | Q4 2025 | Jan 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 358 | 11 | 0.0% | 0.0% | 93 | +243 | 211.3% | Q4 2025 | Feb 06, 2026 |
| IFP Advisors, Inc | History | Reduced | 306 | 10 | 0.0% | 0.0% | 95 | -5 | -1.61% | Q4 2025 | Feb 06, 2026 |
| Versant Capital Management, Inc | History | Added to | 216 | 7 | 0.0% | 0.0% | 96 | +44 | 25.58% | Q4 2025 | Jan 08, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 232 | 7 | 0.0% | 0.0% | 97 | +5 | 2.2% | Q4 2025 | Jan 23, 2026 |
| GAMMA Investing LLC | History | No change | 200 | 6 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Allworth Financial LP | History | New | 154 | 5 | 0.0% | — | 100 | +154 | New | Q4 2025 | Feb 05, 2026 |
| North Star Investment Management Corp. | History | No change | 180 | 5 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Optiver Holding B.V. | History | No change | 132 | 4 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | Reduced | 65 | 2 | 0.0% | 0.0% | 102 | -1,069 | -94.27% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | New | 49 | 1 | 0.0% | — | 104 | +49 | New | Q4 2025 | Jan 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 49 | 1 | 0.0% | 0.0% | 103 | -3 | -5.77% | Q4 2025 | Feb 06, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 28 | 1 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,529 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,009 | -100.0% | Q3 2025 | Nov 13, 2025 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -8,849 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Integrated Quantitative Investments LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -8,300 | -100.0% | Q3 2025 | Nov 12, 2025 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.0% | — | -7,980 | -100.0% | Q3 2025 | Nov 04, 2025 |
| FIRST TRUST ADVISORS LP | History | Closed out | 0 | 0 | — | 0.0% | — | -7,543 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -215 | -100.0% | Q3 2025 | Oct 07, 2025 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 30 | 0 | — | — | — | +30 | New | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Feb 13, 2026 |
| Covestor Ltd | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 5 | 0 | — | — | — | +2 | 66.67% | Q4 2025 | Feb 10, 2026 |
| SBI Securities Co., Ltd. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 05, 2025 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Parkside Financial Bank & Trust | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| True Wealth Design, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Smartleaf Asset Management LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |