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 2023
Institutional positions in Bank of Marin Bancorp as of Sep 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
- 93
- −2 vs. Q2 2023
- Shares held
- 8.42M
- +155.0K (+1.9%) vs. Q2 2023
- Total value
- $153.8M
- +$7.75M (+5.3%) vs. Q2 2023
- New holders
- 9
- 37 more added
- Sold out
- 11
- 27 more reduced
Compare with Q2 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 142 | $299.8M |
| Q1 2026 | 140 | $270.3M |
| Q4 2025 | 133 | $263.3M |
| Q3 2025 | 138 | $249.6M |
| Q2 2025 | 119 | $226.0M |
| Q1 2025 | 124 | $211.9M |
| Q4 2024 | 117 | $220.2M |
| Q3 2024 | 108 | $178.1M |
| Q2 2024 | 96 | $145.2M |
| Q1 2024 | 102 | $141.6M |
| Q4 2023 | 97 | $186.3M |
| Q3 2023 | 93 | $153.8M |
| Q2 2023 | 95 | $146.1M |
| Q1 2023 | 100 | $184.1M |
| Q4 2022 | 97 | $259.9M |
| Q3 2022 | 94 | $235.3M |
| Q2 2022 | 96 | $256.0M |
| Q1 2022 | 101 | $266.7M |
| Q4 2021 | 98 | $282.8M |
| Q3 2021 | 100 | $289.6M |
| Q2 2021 | 95 | $198.1M |
| Q1 2021 | 93 | $231.1M |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Bank of Marin Bancorp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 15 | $274 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 23 | $420 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 25 | $457 | 0.00% | −33−56.9% | Reduced |
| Carmel Capital Partners, LLC | 43 | $786 | 0.00% | +43 | New |
| Covestor Ltd | 98 | $2.00K | 0.00% | +23+30.7% | Added |
| Red Tortoise LLC | 122 | $2.23K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 134 | $2.45K | 0.00% | +134 | New |
| EverSource Wealth Advisors, LLC | 139 | $2.54K | 0.00% | +139 | New |
| Gladius Capital Management LP | 224 | $4.09K | 0.00% | −322−59.0% | Reduced |
| Citigroup Inc | 300 | $5.48K | 0.00% | −5,111−94.5% | Reduced |
| The PNC Financial Services Group, Inc. | 526 | $9.62K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 583 | $10.7K | 0.00% | +80+15.9% | Added |
| Earnest Partners LLC | 600 | $11.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 632 | $11.6K | 0.00% | +632 | New |
| Great West Life Assurance Co | 818 | $15.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 867 | $16.0K | 0.00% | −12−1.4% | Reduced |
| Riverview Trust Co | 949 | $17.3K | 0.02% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 973 | $17.8K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,354 | $24.8K | 0.00% | +87+6.9% | Added |
| Amalgamated Bank | 1,532 | $28.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,552 | $28.4K | 0.00% | +462+42.4% | Added |
| Quadrant Capital Group LLC | 1,558 | $28.5K | 0.00% | −2,512−61.7% | Reduced |
| Nisa Investment Advisors, LLC | 2,531 | $46.3K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,553 | $46.7K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,625 | $48.0K | 0.00% | +1,844+236.1% | Added |
| Elequin Capital LP | 2,702 | $49.4K | 0.01% | +149+5.8% | Added |
| Private Ocean, LLC | 3,123 | $57.1K | 0.01% | +34+1.1% | Added |
| Allworth Financial LP | 3,707 | $67.8K | 0.00% | −3−0.1% | Reduced |
| Tower Research Capital LLC (TRC) | 5,603 | $102.4K | 0.00% | −677−10.8% | Reduced |
| Parallel Advisors, LLC | 5,743 | $105.0K | 0.00% | +383+7.1% | Added |
| New York State Common Retirement Fund | 5,929 | $108.4K | 0.00% | +20.0% | Added |
| SG Americas Securities, LLC | 7,091 | $130.0K | 0.00% | +7,091 | New |
| American International Group, Inc. | 7,856 | $143.6K | 0.00% | +279+3.7% | Added |
| MetLife Investment Management | 8,295 | $151.6K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 8,455 | $154.6K | 0.00% | −39,228−82.3% | Reduced |
| Deutsche Bank AG | 9,890 | $180.8K | 0.00% | +2,613+35.9% | Added |
| Russell Investments Group, Ltd. | 9,951 | $181.9K | 0.00% | +9+0.1% | Added |
| Advisor Group Holdings, Inc. | 10,048 | $183.7K | 0.00% | +13+0.1% | Added |
| Michael B. Yongue | 11,006 | $201.2K | 0.20% | 00.0% | Unchanged |
| Raymond James & Associates | 11,263 | $205.9K | 0.00% | −26−0.2% | Reduced |
| JPMorgan Chase & Co | 11,349 | $207.5K | 0.00% | −4,870−30.0% | Reduced |
| Royal Bank of Canada | 11,794 | $215.0K | 0.00% | +385+3.4% | Added |
| Legal & General Group Plc | 12,257 | $224.1K | 0.00% | +1,395+12.8% | Added |
| BNP Paribas Arbitrage, SA | 12,340 | $225.6K | 0.00% | +3,779+44.1% | Added |
| Blair William & Co | 13,230 | $241.8K | 0.00% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 13,563 | $247.9K | 0.01% | +40.0% | Added |
| Tudor Investment Corp Et Al | 15,047 | $275.1K | 0.00% | +15,047 | New |
| Wells Fargo & Company | 15,590 | $285.0K | 0.00% | −5,874−27.4% | Reduced |
| UBS Group AG | 15,970 | $291.9K | 0.00% | +3,532+28.4% | Added |
| New York Life Investment Management LLC | 16,265 | $297.3K | 0.00% | −2,563−13.6% | Reduced |
| California State Teachers Retirement System | 16,300 | $298.0K | 0.00% | −1,347−7.6% | Reduced |
| Credit Suisse AG | 17,198 | $314.4K | 0.00% | −772−4.3% | Reduced |
| SEI Investments Co | 17,275 | $315.8K | 0.00% | +17,275 | New |
| Diamond Hill Capital Management Inc | 18,000 | $329.0K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 22,682 | $414.6K | 0.00% | +113+0.5% | Added |
| Freestone Capital Holdings, LLC | 23,258 | $425.2K | 0.02% | 00.0% | Unchanged |
| Barclays PLC | 23,605 | $431.5K | 0.00% | +1,683+7.7% | Added |
| Bridgeway Capital Management, LLC | 23,647 | $432.3K | 0.01% | +632+2.7% | Added |
| Rhumbline Advisers | 24,208 | $442.5K | 0.00% | +411+1.7% | Added |
| Caldwell Sutter Capital, Inc. | 28,048 | $512.7K | 0.28% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 28,504 | $521.1K | 0.00% | −3,454−10.8% | Reduced |
| State of Wisconsin Investment Board | 28,764 | $525.8K | 0.00% | −4,577−13.7% | Reduced |
| RBF Capital, LLC | 30,092 | $550.1K | 0.04% | 00.0% | Unchanged |
| Swiss National Bank | 31,500 | $575.8K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 35,865 | $655.6K | 0.00% | +6,773+23.3% | Added |
| Private Wealth Partners, LLC | 36,000 | $658.1K | 0.06% | 00.0% | Unchanged |
| John W. Rosenthal Capital Management, Inc. | 43,500 | $795.2K | 1.07% | +25,000+135.1% | Added |
| Bank of America Corp | 44,064 | $805.5K | 0.00% | +13,453+43.9% | Added |
| North Reef Capital Management LP | 55,000 | $1.01M | 0.06% | +55,000 | New |
| Two Sigma Advisers, LP | 56,364 | $1.03M | 0.00% | −18,400−24.6% | Reduced |
| Goldman Sachs Group Inc | 58,861 | $1.08M | 0.00% | −668−1.1% | Reduced |
| Thrivent Financial for Lutherans | 59,816 | $1.09M | 0.00% | +4,907+8.9% | Added |
| Perigon Wealth Management, LLC | 62,804 | $1.15M | 0.05% | −1,198−1.9% | Reduced |
| Panagora Asset Management Inc | 70,508 | $1.29M | 0.01% | −1,726−2.4% | Reduced |
| Mutual of America Capital Management LLC | 75,776 | $1.39M | 0.02% | +1,879+2.5% | Added |
| Bank of New York Mellon Corp | 78,037 | $1.43M | 0.00% | −279−0.4% | Reduced |
| Charles Schwab Investment Management Inc | 117,910 | $2.16M | 0.00% | +6,911+6.2% | Added |
| AQR Capital Management LLC | 117,912 | $2.16M | 0.00% | +117,912 | New |
| American Century Companies Inc | 123,061 | $2.25M | 0.00% | +16,865+15.9% | Added |
| Renaissance Technologies LLC | 131,807 | $2.41M | 0.00% | +17,639+15.5% | Added |
| Fourthstone LLC | 133,968 | $2.45M | 0.56% | +105,669+373.4% | Added |
| Northern Trust Corp | 146,003 | $2.67M | 0.00% | −156−0.1% | Reduced |
| Morgan Stanley | 191,667 | $3.50M | 0.00% | −11,215−5.5% | Reduced |
| Ameriprise Financial Inc | 256,987 | $4.70M | 0.00% | +33,642+15.1% | Added |
| Geode Capital Management, LLC | 329,059 | $6.02M | 0.00% | +22,167+7.2% | Added |
| State Street Corp | 414,587 | $7.58M | 0.00% | +545+0.1% | Added |
| Hotchkis & Wiley Capital Management LLC | 418,280 | $7.65M | 0.03% | +286,410+217.2% | Added |
| ProShare Advisors LLC | 424,305 | $7.76M | 0.02% | +3,291+0.8% | Added |
| Dimensional Fund Advisors LP | 580,632 | $10.6M | 0.00% | −80,868−12.2% | Reduced |
| Manufacturers Life Insurance Company, The | 665,131 | $12.2M | 0.01% | −37,436−5.3% | Reduced |
| Alliancebernstein L.P. | 786,856 | $14.4M | 0.01% | −6,010−0.8% | Reduced |
| Vanguard Group Inc | 889,025 | $16.3M | 0.00% | +11,161+1.3% | Added |
| BlackRock Inc. | 1,410,299 | $25.8M | 0.00% | −117,922−7.7% | Reduced |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −72,100−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −46,752−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −44,933−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −40,836−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −22,471−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −20,638−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −19,520−100.0% | Sold out |