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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, Q4 2023

Institutional positions in Bank of Marin Bancorp as of Dec 31, 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
97
+4 vs. Q3 2023
Shares held
8.46M
+45.8K (+0.5%) vs. Q3 2023
Total value
$186.3M
+$32.5M (+21.1%) vs. Q3 2023
New holders
14
35 more added
Sold out
10
33 more reduced

Compare with Q3 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 holdersQ4 2023: 97 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 heldQ4 2023: $186.3M
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, Q4 2023

Shares, value and share of portfolio for each institution holding Bank of Marin Bancorp; share changes are against Q3 2023.

Institutions holding BMRC in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.1,458,913$32.1M0.00%+48,614+3.4%Added
Vanguard Group Inc836,026$18.4M0.00%−52,999−6.0%Reduced
Alliancebernstein L.P.775,572$17.1M0.01%−11,284−1.4%Reduced
Manufacturers Life Insurance Company, The627,343$13.8M0.01%−37,788−5.7%Reduced
Dimensional Fund Advisors LP627,109$13.8M0.00%+46,477+8.0%Added
Hotchkis & Wiley Capital Management LLC409,810$9.02M0.03%−8,470−2.0%Reduced
State Street Corp381,124$8.39M0.00%−33,463−8.1%Reduced
ProShare Advisors LLC370,671$8.16M0.02%−53,634−12.6%Reduced
Geode Capital Management, LLC349,256$7.69M0.00%+20,197+6.1%Added
Ameriprise Financial Inc290,040$6.39M0.00%+33,053+12.9%Added
Morgan Stanley202,517$4.46M0.00%+10,850+5.7%Added
American Century Companies Inc152,673$3.36M0.00%+29,612+24.1%Added
Fourthstone LLC147,045$3.24M0.66%+13,077+9.8%Added
Northern Trust Corp140,548$3.09M0.00%−5,455−3.7%Reduced
North Reef Capital Management LP118,141$2.60M0.15%+63,141+114.8%Added
Charles Schwab Investment Management Inc114,872$2.53M0.00%−3,038−2.6%Reduced
Renaissance Technologies LLC111,368$2.45M0.00%−20,439−15.5%Reduced
Bank of New York Mellon Corp102,381$2.25M0.00%+24,344+31.2%Added
Panagora Asset Management Inc68,411$1.51M0.01%−2,097−3.0%Reduced
Perigon Wealth Management, LLC64,005$1.41M0.05%+1,201+1.9%Added
Citadel Advisors LLC59,855$1.32M0.00%+51,400+607.9%Added
Goldman Sachs Group Inc57,438$1.26M0.00%−1,423−2.4%Reduced
Thrivent Financial for Lutherans47,629$1.05M0.00%−12,187−20.4%Reduced
Two Sigma Advisers, LP47,464$1.05M0.00%−8,900−15.8%Reduced
John W. Rosenthal Capital Management, Inc.43,500$957.9K1.09%00.0%Unchanged
Millennium Management LLC42,172$928.6K0.00%+42,172New
Barclays PLC39,780$876.0K0.00%+16,175+68.5%Added
Bank of America Corp38,435$846.3K0.00%−5,629−12.8%Reduced
Nuveen Asset Management, LLC38,022$837.2K0.00%+9,518+33.4%Added
Private Wealth Partners, LLC36,983$814.4K0.07%+983+2.7%Added
RBF Capital, LLC30,092$662.6K0.04%00.0%Unchanged
UBS Group AG28,225$621.5K0.00%+12,255+76.7%Added
Caldwell Sutter Capital, Inc.28,048$617.6K0.31%00.0%Unchanged
Bridgeway Capital Management, LLC24,415$537.6K0.01%+768+3.2%Added
Invesco Ltd.23,799$524.1K0.00%+1,117+4.9%Added
Rhumbline Advisers23,716$522.2K0.00%−492−2.0%Reduced
Freestone Capital Holdings, LLC23,258$512.1K0.02%00.0%Unchanged
State of Wisconsin Investment Board22,700$499.9K0.00%−6,064−21.1%Reduced
JPMorgan Chase & Co22,283$490.7K0.00%+10,934+96.3%Added
Tudor Investment Corp Et Al21,208$467.0K0.01%+6,161+40.9%Added
Two Sigma Investments, LP20,827$458.6K0.00%−15,038−41.9%Reduced
AQR Capital Management LLC20,604$453.7K0.00%−97,308−82.5%Reduced
Trexquant Investment LP19,629$432.2K0.01%+19,629New
Cerity Partners LLC19,520$429.8K0.00%+19,520New
Diamond Hill Capital Management Inc18,000$396.4K0.00%00.0%Unchanged
SEI Investments Co17,275$380.4K0.00%00.0%Unchanged
Wells Fargo & Company17,165$378.0K0.00%+1,575+10.1%Added
BNP Paribas Arbitrage, SA17,102$376.6K0.00%+4,762+38.6%Added
Jane Street Group, LLC16,506$363.5K0.00%+16,506New
Wealthspire Advisors, LLC16,125$355.1K0.01%+16,125New
New York Life Investment Management LLC15,899$350.1K0.00%−366−2.3%Reduced
Susquehanna International Group, LLP15,189$334.5K0.00%+15,189New
HRT Financial LP14,409$317.0K0.00%+14,409New
KCM Investment Advisors LLC13,567$298.7K0.01%+40.0%Added
Advisor Group Holdings, Inc.12,717$280.0K0.00%+2,669+26.6%Added
Royal Bank of Canada11,822$260.0K0.00%+28+0.2%Added
Raymond James & Associates11,263$248.0K0.00%00.0%Unchanged
Michael B. Yongue11,006$242.4K0.22%00.0%Unchanged
Russell Investments Group, Ltd.10,112$222.7K0.00%+161+1.6%Added
Bridge City Capital, LLC9,750$214.7K0.08%+9,750New
Deutsche Bank AG9,386$206.7K0.00%−504−5.1%Reduced
Empowered Funds, LLC9,368$206.3K0.01%+9,368New
Blair William & Co9,230$203.2K0.00%−4,000−30.2%Reduced
SG Americas Securities, LLC9,196$202.0K0.00%+2,105+29.7%Added
Elequin Capital LP8,330$183.4K0.06%+5,628+208.3%Added
MetLife Investment Management8,295$182.7K0.00%00.0%Unchanged
American International Group, Inc.7,824$172.3K0.00%−32−0.4%Reduced
New York State Common Retirement Fund5,935$130.7K0.00%+6+0.1%Added
US Bancorp5,500$121.1K0.00%+2,875+109.5%Added
Parallel Advisors, LLC5,307$116.9K0.00%−436−7.6%Reduced
Allworth Financial LP3,720$81.9K0.00%+13+0.4%Added
Private Ocean, LLC3,160$69.6K0.01%+37+1.2%Added
Citigroup Inc2,672$58.8K0.00%+2,372+790.7%Added
California State Teachers Retirement System2,591$57.1K0.00%−13,709−84.1%Reduced
Tower Research Capital LLC (TRC)2,457$54.1K0.00%−3,146−56.1%Reduced
The PNC Financial Services Group, Inc.2,358$51.9K0.00%+1,832+348.3%Added
Legal & General Group Plc2,194$48.3K0.00%−10,063−82.1%Reduced
Ameritas Investment Partners, Inc.1,552$34.2K0.00%00.0%Unchanged
Amalgamated Bank1,374$30.0K0.00%−158−10.3%Reduced
FMR LLC989$21.8K0.00%−365−27.0%Reduced
Metropolitan Life Insurance Co973$21.4K0.00%00.0%Unchanged
Great West Life Assurance Co933$21.0K0.00%+115+14.1%Added
CWM, LLC845$19.0K0.00%−22−2.5%Reduced
GWM Advisors LLC590$13.0K0.00%+590New
Aquatic Capital Management LLC500$11.0K0.00%+500New
Simplex Trading, LLC455$10.0K0.00%+455New
Comerica Bank134$2.95K0.00%00.0%Unchanged
Red Tortoise LLC122$2.69K0.00%00.0%Unchanged
Quadrant Capital Group LLC117$2.58K0.00%−1,441−92.5%Reduced
Covestor Ltd72$2.00K0.00%−26−26.5%Reduced
Fortitude Family Office, LLC82$1.81K0.00%+82New
Nisa Investment Advisors, LLC51$1.12K0.00%−2,480−98.0%Reduced
Private Wealth Management Group, LLC46$1.01K0.00%+46New
EverSource Wealth Advisors, LLC30$6610.00%−109−78.4%Reduced
Lindbrook Capital, LLC25$5510.00%00.0%Unchanged
Farther Finance Advisors, LLC25$5510.00%+10+66.7%Added
Massmutual Trust Co FSB23$5060.00%00.0%Unchanged
Mutual of America Capital Management LLC0$00.00%−75,776−100.0%Sold out
Swiss National Bank0$00.00%−31,500−100.0%Sold out
Credit Suisse AG0$00.00%−17,198−100.0%Sold out