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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Bank of Marin Bancorp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Massmutual Trust Co FSB | 23 | $506 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 25 | $551 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 25 | $551 | 0.00% | +10+66.7% | Added |
| EverSource Wealth Advisors, LLC | 30 | $661 | 0.00% | −109−78.4% | Reduced |
| Private Wealth Management Group, LLC | 46 | $1.01K | 0.00% | +46 | New |
| Nisa Investment Advisors, LLC | 51 | $1.12K | 0.00% | −2,480−98.0% | Reduced |
| Fortitude Family Office, LLC | 82 | $1.81K | 0.00% | +82 | New |
| Covestor Ltd | 72 | $2.00K | 0.00% | −26−26.5% | Reduced |
| Quadrant Capital Group LLC | 117 | $2.58K | 0.00% | −1,441−92.5% | Reduced |
| Red Tortoise LLC | 122 | $2.69K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 134 | $2.95K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 455 | $10.0K | 0.00% | +455 | New |
| Aquatic Capital Management LLC | 500 | $11.0K | 0.00% | +500 | New |
| GWM Advisors LLC | 590 | $13.0K | 0.00% | +590 | New |
| CWM, LLC | 845 | $19.0K | 0.00% | −22−2.5% | Reduced |
| Great West Life Assurance Co | 933 | $21.0K | 0.00% | +115+14.1% | Added |
| Metropolitan Life Insurance Co | 973 | $21.4K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 989 | $21.8K | 0.00% | −365−27.0% | Reduced |
| Amalgamated Bank | 1,374 | $30.0K | 0.00% | −158−10.3% | Reduced |
| Ameritas Investment Partners, Inc. | 1,552 | $34.2K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 2,194 | $48.3K | 0.00% | −10,063−82.1% | Reduced |
| The PNC Financial Services Group, Inc. | 2,358 | $51.9K | 0.00% | +1,832+348.3% | Added |
| Tower Research Capital LLC (TRC) | 2,457 | $54.1K | 0.00% | −3,146−56.1% | Reduced |
| California State Teachers Retirement System | 2,591 | $57.1K | 0.00% | −13,709−84.1% | Reduced |
| Citigroup Inc | 2,672 | $58.8K | 0.00% | +2,372+790.7% | Added |
| Private Ocean, LLC | 3,160 | $69.6K | 0.01% | +37+1.2% | Added |
| Allworth Financial LP | 3,720 | $81.9K | 0.00% | +13+0.4% | Added |
| Parallel Advisors, LLC | 5,307 | $116.9K | 0.00% | −436−7.6% | Reduced |
| US Bancorp | 5,500 | $121.1K | 0.00% | +2,875+109.5% | Added |
| New York State Common Retirement Fund | 5,935 | $130.7K | 0.00% | +6+0.1% | Added |
| American International Group, Inc. | 7,824 | $172.3K | 0.00% | −32−0.4% | Reduced |
| MetLife Investment Management | 8,295 | $182.7K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 8,330 | $183.4K | 0.06% | +5,628+208.3% | Added |
| SG Americas Securities, LLC | 9,196 | $202.0K | 0.00% | +2,105+29.7% | Added |
| Blair William & Co | 9,230 | $203.2K | 0.00% | −4,000−30.2% | Reduced |
| Empowered Funds, LLC | 9,368 | $206.3K | 0.01% | +9,368 | New |
| Deutsche Bank AG | 9,386 | $206.7K | 0.00% | −504−5.1% | Reduced |
| Bridge City Capital, LLC | 9,750 | $214.7K | 0.08% | +9,750 | New |
| Russell Investments Group, Ltd. | 10,112 | $222.7K | 0.00% | +161+1.6% | Added |
| Michael B. Yongue | 11,006 | $242.4K | 0.22% | 00.0% | Unchanged |
| Raymond James & Associates | 11,263 | $248.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 11,822 | $260.0K | 0.00% | +28+0.2% | Added |
| Advisor Group Holdings, Inc. | 12,717 | $280.0K | 0.00% | +2,669+26.6% | Added |
| KCM Investment Advisors LLC | 13,567 | $298.7K | 0.01% | +40.0% | Added |
| HRT Financial LP | 14,409 | $317.0K | 0.00% | +14,409 | New |
| Susquehanna International Group, LLP | 15,189 | $334.5K | 0.00% | +15,189 | New |
| New York Life Investment Management LLC | 15,899 | $350.1K | 0.00% | −366−2.3% | Reduced |
| Wealthspire Advisors, LLC | 16,125 | $355.1K | 0.01% | +16,125 | New |
| Jane Street Group, LLC | 16,506 | $363.5K | 0.00% | +16,506 | New |
| BNP Paribas Arbitrage, SA | 17,102 | $376.6K | 0.00% | +4,762+38.6% | Added |
| Wells Fargo & Company | 17,165 | $378.0K | 0.00% | +1,575+10.1% | Added |
| SEI Investments Co | 17,275 | $380.4K | 0.00% | 00.0% | Unchanged |
| Diamond Hill Capital Management Inc | 18,000 | $396.4K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 19,520 | $429.8K | 0.00% | +19,520 | New |
| Trexquant Investment LP | 19,629 | $432.2K | 0.01% | +19,629 | New |
| AQR Capital Management LLC | 20,604 | $453.7K | 0.00% | −97,308−82.5% | Reduced |
| Two Sigma Investments, LP | 20,827 | $458.6K | 0.00% | −15,038−41.9% | Reduced |
| Tudor Investment Corp Et Al | 21,208 | $467.0K | 0.01% | +6,161+40.9% | Added |
| JPMorgan Chase & Co | 22,283 | $490.7K | 0.00% | +10,934+96.3% | Added |
| State of Wisconsin Investment Board | 22,700 | $499.9K | 0.00% | −6,064−21.1% | Reduced |
| Freestone Capital Holdings, LLC | 23,258 | $512.1K | 0.02% | 00.0% | Unchanged |
| Rhumbline Advisers | 23,716 | $522.2K | 0.00% | −492−2.0% | Reduced |
| Invesco Ltd. | 23,799 | $524.1K | 0.00% | +1,117+4.9% | Added |
| Bridgeway Capital Management, LLC | 24,415 | $537.6K | 0.01% | +768+3.2% | Added |
| Caldwell Sutter Capital, Inc. | 28,048 | $617.6K | 0.31% | 00.0% | Unchanged |
| UBS Group AG | 28,225 | $621.5K | 0.00% | +12,255+76.7% | Added |
| RBF Capital, LLC | 30,092 | $662.6K | 0.04% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 36,983 | $814.4K | 0.07% | +983+2.7% | Added |
| Nuveen Asset Management, LLC | 38,022 | $837.2K | 0.00% | +9,518+33.4% | Added |
| Bank of America Corp | 38,435 | $846.3K | 0.00% | −5,629−12.8% | Reduced |
| Barclays PLC | 39,780 | $876.0K | 0.00% | +16,175+68.5% | Added |
| Millennium Management LLC | 42,172 | $928.6K | 0.00% | +42,172 | New |
| John W. Rosenthal Capital Management, Inc. | 43,500 | $957.9K | 1.09% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 47,464 | $1.05M | 0.00% | −8,900−15.8% | Reduced |
| Thrivent Financial for Lutherans | 47,629 | $1.05M | 0.00% | −12,187−20.4% | Reduced |
| Goldman Sachs Group Inc | 57,438 | $1.26M | 0.00% | −1,423−2.4% | Reduced |
| Citadel Advisors LLC | 59,855 | $1.32M | 0.00% | +51,400+607.9% | Added |
| Perigon Wealth Management, LLC | 64,005 | $1.41M | 0.05% | +1,201+1.9% | Added |
| Panagora Asset Management Inc | 68,411 | $1.51M | 0.01% | −2,097−3.0% | Reduced |
| Bank of New York Mellon Corp | 102,381 | $2.25M | 0.00% | +24,344+31.2% | Added |
| Renaissance Technologies LLC | 111,368 | $2.45M | 0.00% | −20,439−15.5% | Reduced |
| Charles Schwab Investment Management Inc | 114,872 | $2.53M | 0.00% | −3,038−2.6% | Reduced |
| North Reef Capital Management LP | 118,141 | $2.60M | 0.15% | +63,141+114.8% | Added |
| Northern Trust Corp | 140,548 | $3.09M | 0.00% | −5,455−3.7% | Reduced |
| Fourthstone LLC | 147,045 | $3.24M | 0.66% | +13,077+9.8% | Added |
| American Century Companies Inc | 152,673 | $3.36M | 0.00% | +29,612+24.1% | Added |
| Morgan Stanley | 202,517 | $4.46M | 0.00% | +10,850+5.7% | Added |
| Ameriprise Financial Inc | 290,040 | $6.39M | 0.00% | +33,053+12.9% | Added |
| Geode Capital Management, LLC | 349,256 | $7.69M | 0.00% | +20,197+6.1% | Added |
| ProShare Advisors LLC | 370,671 | $8.16M | 0.02% | −53,634−12.6% | Reduced |
| State Street Corp | 381,124 | $8.39M | 0.00% | −33,463−8.1% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 409,810 | $9.02M | 0.03% | −8,470−2.0% | Reduced |
| Dimensional Fund Advisors LP | 627,109 | $13.8M | 0.00% | +46,477+8.0% | Added |
| Manufacturers Life Insurance Company, The | 627,343 | $13.8M | 0.01% | −37,788−5.7% | Reduced |
| Alliancebernstein L.P. | 775,572 | $17.1M | 0.01% | −11,284−1.4% | Reduced |
| Vanguard Group Inc | 836,026 | $18.4M | 0.00% | −52,999−6.0% | Reduced |
| BlackRock Inc. | 1,458,913 | $32.1M | 0.00% | +48,614+3.4% | Added |
| Mutual of America Capital Management LLC | 0 | $0 | 0.00% | −75,776−100.0% | Sold out |
| Swiss National Bank | 0 | $0 | 0.00% | −31,500−100.0% | Sold out |
| Credit Suisse AG | 0 | $0 | 0.00% | −17,198−100.0% | Sold out |