Skip to main content

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, Q2 2023

Institutional positions in Bank of Marin Bancorp as of Jun 30, 2023. 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
95
−5 vs. Q1 2023
Shares held
8.26M
−149.8K (−1.8%) vs. Q1 2023
Total value
$146.1M
−$38.1M (−20.7%) vs. Q1 2023
New holders
17
38 more added
Sold out
22
30 more reduced

Compare with Q1 2023: 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 holdersQ2 2023: 95 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 heldQ2 2023: $146.1M
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, Q2 2023

Shares, value and share of portfolio for each institution holding Bank of Marin Bancorp; share changes are against Q1 2023.

Institutions holding BMRC in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Farther Finance Advisors, LLC15$2650.00%+15New
Massmutual Trust Co FSB23$4060.00%+23New
Northwestern Mutual Wealth Management Co27$4770.00%+27New
Versant Capital Management, Inc42$7420.00%+42New
Covestor Ltd75$1.00K0.00%+58+341.2%Added
Lindbrook Capital, LLC58$1.02K0.00%−79−57.7%Reduced
Red Tortoise LLC122$2.16K0.00%+122New
Signaturefd, LLC503$8.89K0.00%−948−65.3%Reduced
The PNC Financial Services Group, Inc.526$9.29K0.00%+526New
Gladius Capital Management LP546$9.65K0.00%+546New
Earnest Partners LLC600$10.6K0.00%00.0%Unchanged
US Bancorp781$13.8K0.00%+604+341.2%Added
Great West Life Assurance Co818$15.0K0.00%00.0%Unchanged
CWM, LLC879$16.0K0.00%+858+4,085.7%Added
Riverview Trust Co949$16.8K0.02%+949New
Metropolitan Life Insurance Co973$17.2K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.1,090$19.3K0.00%00.0%Unchanged
FMR LLC1,267$22.4K0.00%+331+35.4%Added
Amalgamated Bank1,532$27.0K0.00%−74−4.6%Reduced
Nisa Investment Advisors, LLC2,531$44.7K0.00%+2,521+25,210.0%Added
Zurcher Kantonalbank (Zurich Cantonalbank)2,553$45.1K0.00%00.0%Unchanged
Elequin Capital LP2,553$45.1K0.02%+2,553New
Private Ocean, LLC3,089$54.6K0.01%+46+1.5%Added
Allworth Financial LP3,710$65.6K0.00%−110−2.9%Reduced
Quadrant Capital Group LLC4,070$71.9K0.01%−170−4.0%Reduced
Parallel Advisors, LLC5,360$94.7K0.00%−649−10.8%Reduced
Citigroup Inc5,411$95.6K0.00%+4,778+754.8%Added
New York State Common Retirement Fund5,927$104.7K0.00%−4,815−44.8%Reduced
Tower Research Capital LLC (TRC)6,280$111.0K0.00%+4,557+264.5%Added
Deutsche Bank AG7,277$128.6K0.00%−2,396−24.8%Reduced
American International Group, Inc.7,577$133.9K0.00%+15+0.2%Added
MetLife Investment Management8,295$146.6K0.00%00.0%Unchanged
BNP Paribas Arbitrage, SA8,561$151.3K0.00%−3,622−29.7%Reduced
Russell Investments Group, Ltd.9,942$175.7K0.00%−38,959−79.7%Reduced
Advisor Group Holdings, Inc.10,035$177.3K0.00%+79+0.8%Added
Legal & General Group Plc10,862$191.9K0.00%+4,602+73.5%Added
Michael B. Yongue11,006$194.5K0.18%+11,006New
Raymond James & Associates11,289$199.5K0.00%+11,289New
Royal Bank of Canada11,409$202.0K0.00%+1,066+10.3%Added
RSM US Wealth Management LLC12,064$213.2K0.01%−884−6.8%Reduced
UBS Group AG12,438$219.8K0.00%+3,077+32.9%Added
Lion Street Advisors, LLC5,900$224.8K0.08%+5,900New
Blair William & Co13,230$233.8K0.00%+819+6.6%Added
KCM Investment Advisors LLC13,559$239.6K0.01%−153,207−91.9%Reduced
JPMorgan Chase & Co16,219$286.6K0.00%+628+4.0%Added
California State Teachers Retirement System17,647$311.8K0.00%−2,259−11.3%Reduced
Credit Suisse AG17,970$317.5K0.00%+3,595+25.0%Added
Diamond Hill Capital Management Inc18,000$318.1K0.00%+4,469+33.0%Added
John W. Rosenthal Capital Management, Inc.18,500$326.9K0.41%00.0%Unchanged
New York Life Investment Management LLC18,828$332.7K0.00%−1,766−8.6%Reduced
Cerity Partners LLC19,520$344.9K0.00%+27+0.1%Added
Susquehanna International Group, LLP20,638$364.7K0.00%+11,399+123.4%Added
Wells Fargo & Company21,464$379.3K0.00%+973+4.7%Added
Barclays PLC21,922$387.4K0.00%+10,117+85.7%Added
Millennium Management LLC22,471$397.1K0.00%−107,958−82.8%Reduced
Invesco Ltd.22,569$398.8K0.00%−2,873−11.3%Reduced
Bridgeway Capital Management, LLC23,015$406.7K0.01%+7,148+45.0%Added
Freestone Capital Holdings, LLC23,258$411.0K0.02%00.0%Unchanged
Rhumbline Advisers23,797$420.5K0.00%−1,086−4.4%Reduced
Caldwell Sutter Capital, Inc.28,048$495.6K0.26%00.0%Unchanged
Fourthstone LLC28,299$500.0K0.13%+28,299New
Two Sigma Investments, LP29,092$514.1K0.00%−45,074−60.8%Reduced
RBF Capital, LLC30,092$531.7K0.03%+20,000+198.2%Added
Bank of America Corp30,611$540.9K0.00%−50,073−62.1%Reduced
Swiss National Bank31,500$556.6K0.00%−3,100−9.0%Reduced
Nuveen Asset Management, LLC31,958$564.7K0.00%−28,011−46.7%Reduced
State of Wisconsin Investment Board33,341$589.1K0.00%+4,523+15.7%Added
Private Wealth Partners, LLC36,000$636.1K0.06%00.0%Unchanged
Quadrature Capital Ltd40,836$719.9K0.02%−68,969−62.8%Reduced
First Trust Advisors LP44,933$794.0K0.00%−1,055−2.3%Reduced
Squarepoint Ops LLC46,752$826.1K0.00%+46,752New
Citadel Advisors LLC47,683$842.6K0.00%−128,307−72.9%Reduced
Thrivent Financial for Lutherans54,909$970.0K0.00%+37,433+214.2%Added
Goldman Sachs Group Inc59,529$1.05M0.00%+16,217+37.4%Added
Perigon Wealth Management, LLC64,002$1.13M0.04%+64,002New
Wellington Management Group LLP72,100$1.27M0.00%+72,100New
Panagora Asset Management Inc72,234$1.28M0.01%−12,237−14.5%Reduced
Mutual of America Capital Management LLC73,897$1.31M0.01%+1,666+2.3%Added
Two Sigma Advisers, LP74,764$1.32M0.00%+7,100+10.5%Added
Bank of New York Mellon Corp78,316$1.38M0.00%−388−0.5%Reduced
American Century Companies Inc106,196$1.88M0.00%+12,699+13.6%Added
Charles Schwab Investment Management Inc110,999$1.96M0.00%+783+0.7%Added
Renaissance Technologies LLC114,168$2.02M0.00%+9,800+9.4%Added
Hotchkis & Wiley Capital Management LLC131,870$2.33M0.01%+35,390+36.7%Added
Northern Trust Corp146,159$2.58M0.00%+2,490+1.7%Added
Morgan Stanley202,882$3.58M0.00%+93,013+84.7%Added
Ameriprise Financial Inc223,345$3.95M0.00%+12,879+6.1%Added
Geode Capital Management, LLC306,892$5.42M0.00%+8,370+2.8%Added
State Street Corp414,042$7.32M0.00%−61,228−12.9%Reduced
ProShare Advisors LLC421,014$7.44M0.02%+421,014New
Dimensional Fund Advisors LP661,500$11.7M0.00%−131,029−16.5%Reduced
Manufacturers Life Insurance Company, The702,567$12.4M0.01%−4,594−0.6%Reduced
Alliancebernstein L.P.792,866$14.0M0.01%+118,908+17.6%Added
Vanguard Group Inc877,864$15.5M0.00%−1,638−0.2%Reduced
BlackRock Inc.1,528,221$27.0M0.00%+124,669+8.9%Added
NFJ Investment Group, LLC0$00.00%−104,482−100.0%Sold out
Kennedy Capital Management, Inc.0$00.00%−97,984−100.0%Sold out
Deprince Race & Zollo Inc0$00.00%−82,629−100.0%Sold out
Assenagon Asset Management S.A.0$00.00%−30,758−100.0%Sold out
HRT Financial LP0$00.00%−20,940−100.0%Sold out