13FBOX
SIERRA BANCORP · 13F Institutional Holdings
Options Calculator Rankings

SIERRA BANCORP

BSRR
Institutions
125
Combined AUM (Q2 2026)
$316.9M
Combined Shares (Q2 2026)
7.8M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+865,433
52 · 17 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-673,413
52 · 9 Exit · ≈
⚖️ Net
+192,020
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$316.9M
Institutions
125
New Buys
17
Adds
35
Reduces
43
Exits
9
Unchanged
30
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BlackRock, Inc.
<0.01%<0.01%#46$53.2M1.3M$42.2M1.2M+61,492+4.94%Add
DIMENSIONAL FUND ADVISORS LP
0.01%0.01%#20$37.6M921,629$31.5M929,226-7,597-0.82%Reduce
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#58$21.5M527,029$18.3M540,451-13,422-2.48%Reduce
Jupiter Topco LLC
0.01%#19$17.9M438,288$00+438,288New Buy
PRIVATE MANAGEMENT GROUP INC
0.47%0.51%#2$17.7M434,075$17.8M524,224-90,149-17.20%Reduce
AMERICAN CENTURY COMPANIES INC
0.01%0.01%#21$15.2M372,676$10.2M301,865+70,811+23.46%Add
MANUFACTURERS LIFE INSURANCE COMPANY, THE
0.01%0.01%#14$14.6M357,606$12.2M359,946-2,340-0.65%Reduce
GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#48$12.9M315,368$9.7M285,344+30,024+10.52%Add
STATE STREET CORP
<0.01%<0.01%#67$11.3M276,592$9.1M266,960+9,632+3.61%Add
FMR LLC
<0.01%<0.01%#63$8.6M212,021$7.3M215,497-3,476-1.61%Reduce
RENAISSANCE TECHNOLOGIES LLC
0.01%0.01%#16$7.6M185,812$6.1M180,847+4,965+2.75%Add
BASSWOOD CAPITAL MANAGEMENT, L.L.C.
0.3%0.22%#3$7.5M184,089$4.7M139,676+44,413+31.80%Add
NORTHERN TRUST CORP
<0.01%<0.01%#43$7.2M175,804$5.5M160,736+15,068+9.37%Add
CSM Advisors, LLC
0.14%0.14%#5$6.7M163,990$5.6M164,170-180-0.11%Reduce
BRIDGEWAY CAPITAL MANAGEMENT, LLC
0.1%0.09%#6$5.5M135,101$4.4M129,232+5,869+4.54%Add
MORGAN STANLEY
<0.01%<0.01%#71$5.0M123,092$3.8M129,802-6,710-5.17%Reduce
VANGUARD PORTFOLIO MANAGEMENT LLC
<0.01%<0.01%#81$4.1M99,574$2.4M69,498+30,076+43.28%Add
BANC FUNDS CO LLC
0.67%0.72%#1$4.0M99,255$3.8M113,255-14,000-12.36%Reduce
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
<0.01%<0.01%#35$4.0M98,078$3.3M98,619-541-0.55%Reduce
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC
0.01%0.01%#15$3.8M93,959$3.6M107,359-13,400-12.48%Reduce
Bank of New York Mellon Corp
<0.01%<0.01%#49$3.8M92,746$3.2M93,399-653-0.70%Reduce
Empowered Funds, LLC
0.02%0.02%#11$3.3M82,101$2.6M76,232+5,869+7.70%Add
VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#47$3.2M77,866$2.6M77,035+831+1.08%Add
LSV ASSET MANAGEMENT
0.01%0.01%#23$2.9M70,600$2.4M70,100+500+0.71%Add
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#80$2.1M52,083$2.9M85,004-32,921-38.73%Reduce
Fisher Asset Management, LLC
<0.01%<0.01%#50$2.0M48,502$1.7M50,262-1,760-3.50%Reduce
FEDERATED HERMES, INC.
<0.01%<0.01%#28$1.9M46,752$1.5M42,926+3,826+8.91%Add
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
<0.01%<0.01%#78$1.4M35,034$1.1M32,086+2,948+9.19%Add
Connor, Clark & Lunn Investment Management Ltd.
<0.01%<0.01%#29$1.4M34,840$1.2M35,497-657-1.85%Reduce
AQR CAPITAL MANAGEMENT LLC
<0.01%<0.01%#55$1.3M33,058$1.1M33,233-175-0.53%Reduce
Trexquant Investment LP
0.01%0.01%#18$1.3M32,317$982,90028,977+3,340+11.53%Add
JPMORGAN CHASE & CO
<0.01%<0.01%#104$1.1M26,396$936,95027,844-1,448-5.20%Reduce
Quantinno Capital Management LP
<0.01%<0.01%#37$1.1M26,258$842,06424,825+1,433+5.77%Add
PANAGORA ASSET MANAGEMENT INC
<0.01%0.01%#27$1.1M25,938$1.6M48,021-22,083-45.99%Reduce
Invesco Ltd.
<0.01%<0.01%#102$1.0M24,706$821,33924,214+492+2.03%Add
Nuveen, LLC
<0.01%<0.01%#72$948,77023,277$789,55523,27700.00%Unchanged
STATE OF WISCONSIN INVESTMENT BOARD
<0.01%<0.01%#34$935,40122,949$754,68622,249+700+3.15%Add
D. E. Shaw & Co., Inc.
<0.01%<0.01%#61$881,02721,615$246,1247,256+14,359+197.89%Add
AMERIPRISE FINANCIAL INC
<0.01%<0.01%#83$846,62620,771$704,55220,77100.00%Unchanged
TWO SIGMA INVESTMENTS, LP
<0.01%<0.01%#51$778,55719,101$835,04324,618-5,517-22.41%Reduce
Mutual Advisors, LLC
0.01%0.02%#12$772,44318,951$710,65820,951-2,000-9.55%Reduce
Inspire Investing, LLC
0.03%#10$683,66716,773$00+16,773New Buy
JACOBS LEVY EQUITY MANAGEMENT, INC
<0.01%<0.01%#31$665,52916,328$624,77218,419-2,091-11.35%Reduce
RHUMBLINE ADVISERS
<0.01%<0.01%#54$622,96915,284$531,89415,681-397-2.53%Reduce
FRANKLIN RESOURCES INC
<0.01%<0.01%#95$590,45014,486$751,19222,146-7,660-34.59%Reduce
LAZARD ASSET MANAGEMENT LLC
<0.01%<0.01%#44$582,25714,285$357,58510,542+3,743+35.51%Add
MARSHALL WACE, LLP
<0.01%#59$571,49614,021$00+14,021New Buy
VOYA INVESTMENT MANAGEMENT LLC
<0.01%<0.01%#52$560,28713,746$453,00213,355+391+2.93%Add
DEUTSCHE BANK AG\
<0.01%<0.01%#88$551,44213,529$399,03511,764+1,765+15.00%Add
Pasadena Private Wealth, LLC
0.07%0.06%#7$538,03213,200$447,74413,20000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow