BSRR Sierra Bancorp
Sierra Bancorp (BSRR) Institutional Ownership
What the institutions did with BSRR last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 925.3K | 46.5% |
| PRIVATE MANAGEMENT GROUP INC | 403.5K | 20.3% |
| GEODE CAPITAL MANAGEMENT, LLC | 307.6K | 15.5% |
| Bank of New York Mellon Corp | 94.1K | 4.7% |
| LSV ASSET MANAGEMENT | 93.9K | 4.7% |
| Fisher Asset Management, LLC | 45.5K | 2.3% |
| Creative Planning | 18.9K | 1.0% |
| Inspire Investing, LLC | 16.4K | 0.8% |
| DEUTSCHE BANK AG\ | 12.1K | 0.6% |
| MKT Advisors LLC | 11.4K | 0.6% |
| Achmea Investment Management B.V. | 10.4K | 0.5% |
| Squarepoint Ops LLC | 9.2K | 0.5% |
| Gradient Investments LLC | 6.6K | 0.3% |
| Russell Investments Group, Ltd. | 6.5K | 0.3% |
| BARCLAYS PLC | 6.3K | 0.3% |
| Golden State Wealth Management, LLC | 5.8K | 0.3% |
| Western Financial Corp/CA | 5.4K | 0.3% |
| Police & Firemen's Retirement System of New Jersey | 3.5K | 0.2% |
| BFSG, LLC | 3.4K | 0.2% |
| CITIGROUP INC | 1.8K | 0.1% |
| Pinnacle Wealth Planning Services, Inc. | 652 | 0.0% |
| State of Alaska, Department of Revenue | 546 | 0.0% |
| GAMMA Investing LLC | 253 | 0.0% |
| Sterling Capital Management LLC | 236 | 0.0% |
| Farther Finance Advisors, LLC | 234 | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| PRIVATE MANAGEMENT GROUP INC | Reduced | 434.1K | 403.5K | -30.6K |
| LSV ASSET MANAGEMENT | Increased | 70.6K | 93.9K | +23.3K |
| Creative Planning | Increased | 8.5K | 18.9K | +10.5K |
| Achmea Investment Management B.V. | New | 0 | 10.4K | +10.4K |
| Squarepoint Ops LLC | New | 0 | 9.2K | +9.2K |
| STRS OHIO | Sold Out | 8.2K | 0 | -8.2K |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | 315.4K | 307.6K | -7.8K |
| Golden State Wealth Management, LLC | New | 0 | 5.8K | +5.8K |
| CITIGROUP INC | Reduced | 6.6K | 1.8K | -4.8K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 921.6K | 925.3K | +3.6K |
| Fisher Asset Management, LLC | Reduced | 48.5K | 45.5K | -3.0K |
| BARCLAYS PLC | Increased | 3.6K | 6.3K | +2.6K |
| DEUTSCHE BANK AG\ | Reduced | 13.5K | 12.1K | -1.5K |
| Bank of New York Mellon Corp | Increased | 92.7K | 94.1K | +1.4K |
| MKT Advisors LLC | Reduced | 12.3K | 11.4K | -939 |
| Inspire Investing, LLC | Reduced | 16.8K | 16.4K | -376 |
| SALEM INVESTMENT COUNSELORS INC | Sold Out | 215 | 0 | -215 |
| BFSG, LLC | Reduced | 3.6K | 3.4K | -214 |
| US BANCORP \DE\ | New | 0 | 120 | +120 |
| IFP Advisors, Inc | Reduced | 301 | 217 | -84 |
| SIGNATUREFD, LLC | Increased | 8 | 34 | +26 |
| Larson Financial Group LLC | Reduced | 32 | 7 | -25 |
| Root Financial Partners, LLC | New | 0 | 19 | +19 |
| Western Financial Corp/CA | Increased | 5.4K | 5.4K | +16 |
| Physician Wealth Advisors, Inc. | New | 0 | 13 | +13 |
| GAMMA Investing LLC | Increased | 243 | 253 | +10 |
| Sterling Capital Management LLC | Reduced | 242 | 236 | -6 |
| Farther Finance Advisors, LLC | Increased | 232 | 234 | +2 |
| Covestor Ltd | Sold Out | 1 | 0 | -1 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.