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Bank of Marin Bancorp

BMRC
Exchange
Nasdaq
Industry
State Commercial Banks
SEC CIK
0001403475

In the last 90 days, Bank of Marin Bancorp insiders filed 1 open-market purchase and 0 sales; 142 institutions reported holding it in 13F filings for Q2 2026, worth $299.8M in total; no superinvestor holds it.

13F holders, Q3 2021

Institutional positions in Bank of Marin Bancorp as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
100
+5 vs. Q2 2021
Shares held
7.67M
+1.46M (+23.6%) vs. Q2 2021
Total value
$289.6M
+$91.5M (+46.2%) vs. Q2 2021
New holders
21
43 more added
Sold out
16
24 more reduced

Compare with Q2 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting BMRC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2021: 100 institutions
Q1 2021: 93 institutionsQ2 2021: 95 institutionsQ3 2021: 100 institutionsQ4 2021: 98 institutionsQ1 2022: 101 institutionsQ2 2022: 96 institutionsQ3 2022: 94 institutionsQ4 2022: 97 institutionsQ1 2023: 100 institutionsQ2 2023: 95 institutionsQ3 2023: 93 institutionsQ4 2023: 97 institutionsQ1 2024: 102 institutionsQ2 2024: 96 institutionsQ3 2024: 108 institutionsQ4 2024: 117 institutionsQ1 2025: 124 institutionsQ2 2025: 119 institutionsQ3 2025: 138 institutionsQ4 2025: 133 institutionsQ1 2026: 140 institutionsQ2 2026: 142 institutions
Value heldQ3 2021: $289.6M
Q1 2021: $231.1MQ2 2021: $198.1MQ3 2021: $289.6MQ4 2021: $282.8MQ1 2022: $266.7MQ2 2022: $256.0MQ3 2022: $235.3MQ4 2022: $259.9MQ1 2023: $184.1MQ2 2023: $146.1MQ3 2023: $153.8MQ4 2023: $186.3MQ1 2024: $141.6MQ2 2024: $145.2MQ3 2024: $178.1MQ4 2024: $220.2MQ1 2025: $211.9MQ2 2025: $226.0MQ3 2025: $249.6MQ4 2025: $263.3MQ1 2026: $270.3MQ2 2026: $299.8M
Institutions holding BMRC and their total value by quarter
QuarterHoldersValue
Q2 2026142$299.8M
Q1 2026140$270.3M
Q4 2025133$263.3M
Q3 2025138$249.6M
Q2 2025119$226.0M
Q1 2025124$211.9M
Q4 2024117$220.2M
Q3 2024108$178.1M
Q2 202496$145.2M
Q1 2024102$141.6M
Q4 202397$186.3M
Q3 202393$153.8M
Q2 202395$146.1M
Q1 2023100$184.1M
Q4 202297$259.9M
Q3 202294$235.3M
Q2 202296$256.0M
Q1 2022101$266.7M
Q4 202198$282.8M
Q3 2021100$289.6M
Q2 202195$198.1M
Q1 202193$231.1M

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Bank of Marin Bancorp; share changes are against Q2 2021.

Institutions holding BMRC in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Glassman Wealth Services6$00.00%+6New
Meridian Wealth Partners, LLC8$00.00%+8New
US Bancorp130$5.00K0.00%+36+38.3%Added
Quadrant Capital Group LLC188$7.00K0.00%+156+487.5%Added
Lindbrook Capital, LLC236$9.00K0.00%+72+43.9%Added
Signaturefd, LLC345$13.0K0.00%+216+167.4%Added
Harbour Investments, Inc.400$15.0K0.00%00.0%Unchanged
Private Capital Group, LLC440$17.0K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)475$18.0K0.00%−2,858−85.7%Reduced
Earnest Partners LLC600$23.0K0.00%00.0%Unchanged
Reilly Financial Advisors, LLC632$24.0K0.00%+632New
Great West Life Assurance Co818$31.0K0.00%00.0%Unchanged
STRS Ohio900$33.0K0.00%+700+350.0%Added
Ameritas Investment Partners, Inc.1,090$41.0K0.00%00.0%Unchanged
Gerber Kawasaki Wealth & Investment Management1,160$43.0K0.01%+1,160New
Zurcher Kantonalbank (Zurich Cantonalbank)1,765$67.0K0.00%00.0%Unchanged
Private Ocean, LLC2,490$94.0K0.01%00.0%Unchanged
Allworth Financial LP3,638$137.0K0.00%+2,707+290.8%Added
Citigroup Inc3,929$148.0K0.00%−5,175−56.8%Reduced
BNP Paribas Arbitrage, SA4,138$156.2K0.00%+2,257+120.0%Added
Metropolitan Life Insurance Co4,317$163.0K0.00%−465−9.7%Reduced
MetLife Investment Management5,192$196.0K0.00%−1,206−18.8%Reduced
Polaris Wealth Advisory Group, LLC5,400$206.0K0.01%+5,400New
Phocas Financial Corp.3,983$217.0K0.03%+3,983New
LPL Financial LLC5,879$222.0K0.00%−23,094−79.7%Reduced
Public Employees Retirement System of Ohio6,188$234.0K0.00%00.0%Unchanged
UBS Group AG6,269$237.0K0.00%+543+9.5%Added
Voya Investment Management LLC6,309$238.0K0.00%+6,309New
Legal & General Group Plc6,390$241.0K0.00%+3,731+140.3%Added
White Pine Capital LLC6,755$255.0K0.08%+6,755New
Quadrature Capital Ltd6,983$263.0K0.01%−12,604−64.3%Reduced
WestHill Financial Advisors, Inc.7,262$274.0K0.08%+7,262New
SEI Investments Co7,400$279.0K0.00%+7,400New
Occudo Quantitative Strategies LP7,677$290.0K0.03%+7,677New
Raymond James & Associates8,060$304.0K0.00%00.0%Unchanged
UBS Asset Management Americas Inc8,690$328.0K0.00%+402+4.9%Added
American International Group, Inc.8,753$330.0K0.00%+1,542+21.4%Added
Winton Group Ltd9,551$361.0K0.02%+40.0%Added
Russell Investments Group, Ltd.9,900$373.0K0.00%−6,638−40.1%Reduced
Credit Suisse AG9,946$376.0K0.00%+2,980+42.8%Added
Deutsche Bank AG9,997$377.0K0.00%+1,930+23.9%Added
Dana Investment Advisors, Inc.10,015$378.0K0.02%+10,015New
RBF Capital, LLC10,092$381.0K0.02%00.0%Unchanged
Advisor Group Holdings, Inc.10,095$381.0K0.00%+107+1.1%Added
Royal Bank of Canada10,326$389.0K0.00%+5,038+95.3%Added
SG Americas Securities, LLC10,481$396.0K0.00%+10,481New
New York State Common Retirement Fund12,430$469.0K0.00%−680−5.2%Reduced
Blair William & Co12,411$469.0K0.00%+357+3.0%Added
Parametric Portfolio Associates LLC12,500$472.0K0.00%−23,118−64.9%Reduced
Wells Fargo & Company12,759$481.0K0.00%+1,272+11.1%Added
Barclays PLC12,911$488.0K0.00%+5,596+76.5%Added
Captrust Financial Advisors13,156$497.0K0.00%+12,989+7,777.8%Added
JPMorgan Chase & Co13,878$524.0K0.00%−11,081−44.4%Reduced
KCM Investment Advisors LLC15,779$596.0K0.02%+20.0%Added
Marshall Wace, LLP16,403$619.0K0.00%−26,845−62.1%Reduced
Diamond Hill Capital Management Inc17,181$649.0K0.00%+3,436+25.0%Added
Los Angeles Capital Management LLC19,229$726.0K0.00%−1,710−8.2%Reduced
Parallel Advisors, LLC19,412$733.0K0.03%−500−2.5%Reduced
Citadel Advisors LLC20,064$757.0K0.00%−56,861−73.9%Reduced
Bank of America Corp20,069$757.0K0.00%−8,189−29.0%Reduced
Invesco Ltd.20,042$757.0K0.00%+2,137+11.9%Added
Bridgeway Capital Management, LLC21,587$815.0K0.02%+21,587New
California State Teachers Retirement System21,674$818.0K0.00%+3,895+21.9%Added
Rhumbline Advisers22,439$847.0K0.00%+3,194+16.6%Added
Jacobs Levy Equity Management, Inc22,451$848.0K0.01%−126−0.6%Reduced
Freestone Capital Holdings, LLC23,258$878.0K0.04%00.0%Unchanged
D. E. Shaw & Co., Inc.26,013$982.0K0.00%+16,864+184.3%Added
Anchor Capital Advisors LLC27,330$1.03M0.02%−41,451−60.3%Reduced
Assenagon Asset Management S.A.28,182$1.06M0.00%+28,182New
First Trust Advisors LP30,780$1.16M0.00%+23,930+349.3%Added
Swiss National Bank34,600$1.31M0.00%+7,800+29.1%Added
Healthcare of Ontario Pension Plan Trust Fund40,400$1.52M0.00%+40,400New
Gabelli & Co Investment Advisers, Inc.41,972$1.58M0.19%+41,972New
Two Sigma Investments, LP45,195$1.71M0.00%−8,226−15.4%Reduced
John W. Rosenthal Capital Management, Inc.48,800$1.84M1.39%00.0%Unchanged
Goldman Sachs Group Inc52,746$1.99M0.00%−82,631−61.0%Reduced
Two Sigma Advisers, LP61,264$2.31M0.01%+9,200+17.7%Added
Burleson & Company, LLC65,931$2.49M0.38%+40.0%Added
Nuveen Asset Management, LLC71,171$2.54M0.00%−4,084−5.4%Reduced
Mutual of America Capital Management LLC79,134$2.99M0.03%−205−0.3%Reduced
Morgan Stanley80,823$3.05M0.00%+15,224+23.2%Added
Bank of New York Mellon Corp81,738$3.08M0.00%+10,666+15.0%Added
Siena Capital Partners GP, LLC97,966$3.70M1.17%+97,966New
Banc Funds Co LLC100,169$3.78M0.29%+100,169New
Panagora Asset Management Inc102,433$3.87M0.02%−14,205−12.2%Reduced
Charles Schwab Investment Management Inc115,108$4.35M0.00%+32,060+38.6%Added
Kennedy Capital Management, Inc.126,337$4.77M0.11%−13,890−9.9%Reduced
Hotchkis & Wiley Capital Management LLC127,340$4.81M0.02%+127,340New
Renaissance Technologies LLC138,292$5.22M0.01%−92,119−40.0%Reduced
Confluence Investment Management LLC147,832$5.58M0.08%+674+0.5%Added
Northern Trust Corp161,136$6.08M0.00%+27,802+20.9%Added
PL Capital Advisors, LLC166,748$6.29M1.58%+166,748New
Ameriprise Financial Inc201,408$7.60M0.00%+133,512+196.6%Added
Geode Capital Management, LLC257,872$9.73M0.00%+50,583+24.4%Added
State Street Corp298,368$11.3M0.00%+23,672+8.6%Added
Manufacturers Life Insurance Company, The657,048$24.8M0.02%+207,060+46.0%Added
Dimensional Fund Advisors LP718,114$27.1M0.01%+182,149+34.0%Added
Alliancebernstein L.P.774,298$29.2M0.01%+224,841+40.9%Added
Vanguard Group Inc893,497$33.7M0.00%+309,932+53.1%Added
BlackRock Inc.1,198,048$45.2M0.00%+160,585+15.5%Added