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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, Q2 2024

Institutional positions in Bank of Marin Bancorp as of Jun 30, 2024. 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
96
−6 vs. Q1 2024
Shares held
8.96M
+516.1K (+6.1%) vs. Q1 2024
Total value
$145.2M
+$3.62M (+2.6%) vs. Q1 2024
New holders
14
47 more added
Sold out
20
23 more reduced

Compare with Q1 2024: 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 2024: 96 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 2024: $145.2M
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 2024

Shares, value and share of portfolio for each institution holding Bank of Marin Bancorp; share changes are against Q1 2024.

Institutions holding BMRC in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Farther Finance Advisors, LLC18$2960.00%−3−14.3%Reduced
Rothschild Investment LLC20$3240.00%+20New
Nisa Investment Advisors, LLC32$5180.00%00.0%Unchanged
Covestor Ltd58$1.00K0.00%+52+866.7%Added
GAMMA Investing LLC159$2.57K0.00%+159New
Red Tortoise LLC185$3.00K0.00%+63+51.6%Added
Private Wealth Management Group, LLC221$3.58K0.00%+175+380.4%Added
Massmutual Trust Co FSB237$3.84K0.00%+214+930.4%Added
Smartleaf Asset Management LLC249$4.00K0.00%+249New
Jones Financial Companies LLLP250$4.05K0.00%+250New
Aquatic Capital Management LLC300$4.86K0.00%−3,100−91.2%Reduced
EverSource Wealth Advisors, LLC286$5.81K0.00%+101+54.6%Added
The PNC Financial Services Group, Inc.519$8.40K0.00%00.0%Unchanged
Amalgamated Bank532$9.00K0.00%00.0%Unchanged
Simplex Trading, LLC603$9.00K0.00%+40+7.1%Added
Great West Life Assurance Co866$14.0K0.00%−14−1.6%Reduced
California State Teachers Retirement System1,161$18.8K0.00%−422−26.7%Reduced
Legal & General Group Plc1,287$20.8K0.00%00.0%Unchanged
FMR LLC1,482$24.0K0.00%+451+43.7%Added
Ameritas Investment Partners, Inc.1,552$25.1K0.00%00.0%Unchanged
CWM, LLC1,944$31.0K0.00%+1,096+129.2%Added
Riverview Trust Co1,950$31.6K0.03%+1,001+105.5%Added
Parallel Advisors, LLC3,007$48.7K0.00%−2,300−43.3%Reduced
Private Ocean, LLC3,602$58.3K0.01%+397+12.4%Added
Citigroup Inc3,793$61.4K0.00%+301+8.6%Added
Allworth Financial LP3,751$76.9K0.00%+16+0.4%Added
Qube Research & Technologies Ltd4,777$77.3K0.00%+4,777New
US Bancorp5,500$89.0K0.00%00.0%Unchanged
New York State Common Retirement Fund5,933$96.1K0.00%−78−1.3%Reduced
Mirae Asset Global ETFs Holdings Ltd.8,135$131.7K0.00%+8,135New
Corebridge Financial, Inc.8,624$139.6K0.00%+8,624New
Royal Bank of Canada9,054$145.0K0.00%+1,155+14.6%Added
MetLife Investment Management9,161$148.3K0.00%+866+10.4%Added
Tower Research Capital LLC (TRC)9,401$152.2K0.00%+8,937+1,926.1%Added
XTX Topco Ltd10,404$168.4K0.01%+10,404New
UBS Group AG11,584$187.5K0.00%−7,338−38.8%Reduced
HSBC Holdings PLC12,254$199.3K0.00%+2,131+21.1%Added
Russell Investments Group, Ltd.13,177$213.3K0.00%+3,235+32.5%Added
JPMorgan Chase & Co13,193$213.6K0.00%−23,945−64.5%Reduced
Bridge City Capital, LLC13,289$215.1K0.07%+1,792+15.6%Added
SEI Investments Co14,275$231.1K0.00%+2,700+23.3%Added
HRT Financial LP15,754$255.0K0.00%+15,754New
Michael B. Yongue16,325$264.3K0.23%+5,319+48.3%Added
D.A. Davidson & Co.16,414$265.8K0.00%+2,370+16.9%Added
Jane Street Group, LLC16,667$269.8K0.00%+4,999+42.8%Added
Wells Fargo & Company19,523$316.1K0.00%+1,491+8.3%Added
Cerity Partners LLC19,917$322.5K0.00%+40.0%Added
Wealthspire Advisors, LLC20,525$332.3K0.00%00.0%Unchanged
Empowered Funds, LLC21,572$349.3K0.01%+1,440+7.2%Added
Fiduciary Financial Group, LLC17,709$374.9K0.09%+17,709New
Freestone Capital Holdings, LLC23,258$376.5K0.01%00.0%Unchanged
Caldwell Sutter Capital, Inc.23,560$381.4K0.19%−3,384−12.6%Reduced
Assenagon Asset Management S.A.24,462$396.0K0.00%+24,462New
Rhumbline Advisers25,011$404.9K0.00%+656+2.7%Added
Diamond Hill Capital Management Inc26,000$420.9K0.00%00.0%Unchanged
RSM US Wealth Management LLC26,059$425.8K0.01%+26,059New
RBF Capital, LLC30,092$487.2K0.03%00.0%Unchanged
BNP Paribas Arbitrage, SA30,422$492.5K0.00%+3,004+11.0%Added
Barclays PLC31,064$502.9K0.00%+401+1.3%Added
Millennium Management LLC31,119$503.8K0.00%+19,759+173.9%Added
Squarepoint Ops LLC36,850$596.6K0.00%+10,438+39.5%Added
Private Wealth Partners, LLC36,983$598.8K0.04%00.0%Unchanged
Nuveen Asset Management, LLC38,022$615.6K0.00%00.0%Unchanged
Trexquant Investment LP38,839$628.8K0.01%−526−1.3%Reduced
D. E. Shaw & Co., Inc.42,629$690.2K0.00%+15,868+59.3%Added
John W. Rosenthal Capital Management, Inc.43,500$704.3K1.00%−3,000−6.5%Reduced
AQR Capital Management LLC43,806$709.2K0.00%+43,806New
Thrivent Financial for Lutherans45,083$730.0K0.00%−7,279−13.9%Reduced
Bank of America Corp53,225$861.7K0.00%+19,257+56.7%Added
Panagora Asset Management Inc56,812$919.8K0.00%−7,502−11.7%Reduced
Invesco Ltd.59,119$957.1K0.00%−3,151−5.1%Reduced
Two Sigma Investments, LP59,785$967.9K0.00%+7,823+15.1%Added
Bridgeway Capital Management, LLC63,185$1.02M0.02%+28,006+79.6%Added
Perigon Wealth Management, LLC63,226$1.02M0.03%+100.0%Added
Two Sigma Advisers, LP69,964$1.13M0.00%+15,900+29.4%Added
Goldman Sachs Group Inc85,272$1.38M0.00%−78,178−47.8%Reduced
Acadian Asset Management LLC99,622$1.61M0.00%+50,874+104.4%Added
Bank of New York Mellon Corp100,460$1.63M0.00%−2,108−2.1%Reduced
Fourthstone LLC103,928$1.68M0.54%+103,928New
Charles Schwab Investment Management Inc119,144$1.93M0.00%+2,157+1.8%Added
Northern Trust Corp136,597$2.21M0.00%−5,091−3.6%Reduced
Citadel Advisors LLC145,671$2.36M0.00%+58,699+67.5%Added
North Reef Capital Management LP150,148$2.43M0.11%−347−0.2%Reduced
Renaissance Technologies LLC150,192$2.43M0.00%+34,200+29.5%Added
American Century Companies Inc184,297$2.98M0.00%−865−0.5%Reduced
Morgan Stanley267,295$4.33M0.00%+77,090+40.5%Added
Ameriprise Financial Inc315,541$5.11M0.00%+87,186+38.2%Added
Geode Capital Management, LLC355,821$5.76M0.00%+2,542+0.7%Added
State Street Corp360,037$5.83M0.00%−1,472−0.4%Reduced
ProShare Advisors LLC381,020$6.17M0.02%−68,942−15.3%Reduced
Hotchkis & Wiley Capital Management LLC386,350$6.26M0.02%+82,280+27.1%Added
Manufacturers Life Insurance Company, The472,846$7.66M0.01%−109,220−18.8%Reduced
Alliancebernstein L.P.653,046$10.6M0.00%−80,424−11.0%Reduced
Dimensional Fund Advisors LP716,201$11.6M0.00%+33,280+4.9%Added
Vanguard Group Inc802,296$13.0M0.00%+23,846+3.1%Added
BlackRock Inc.1,612,821$26.1M0.00%+183,690+12.9%Added
Tudor Investment Corp Et Al0$00.00%−20,881−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−16,266−100.0%Sold out
Advisor Group Holdings, Inc.0$00.00%−15,492−100.0%Sold out
KCM Investment Advisors LLC0$00.00%−13,571−100.0%Sold out