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 2024
Institutional positions in Bank of Marin Bancorp as of Sep 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
- 108
- +14 vs. Q2 2024
- Shares held
- 8.87M
- +1.52M (+20.7%) vs. Q2 2024
- Total value
- $178.1M
- +$59.1M (+49.7%) vs. Q2 2024
- New holders
- 25
- 30 more added
- Sold out
- 11
- 31 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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.
| 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 2024
Shares, value and share of portfolio for each institution holding Bank of Marin Bancorp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 8 | $0 | 0.00% | −50−86.2% | Reduced |
| Avion Wealth | 24 | $0 | 0.00% | +24 | New |
| Lindbrook Capital, LLC | 15 | $301 | 0.00% | +15 | New |
| Farther Finance Advisors, LLC | 18 | $362 | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 21 | $422 | 0.00% | +21 | New |
| Rothschild Investment LLC | 30 | $603 | 0.00% | +10+50.0% | Added |
| Nisa Investment Advisors, LLC | 32 | $643 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 50 | $1.00K | 0.00% | +50 | New |
| Sterling Capital Management LLC | 51 | $1.02K | 0.00% | +51 | New |
| Capital Performance Advisors LLP | 59 | $1.19K | 0.00% | +59 | New |
| Huntington National Bank | 94 | $1.89K | 0.00% | +94 | New |
| nVerses Capital, LLC | 100 | $2.01K | 0.00% | +100 | New |
| Continuum Advisory, LLC | 116 | $3.08K | 0.00% | +116 | New |
| Signaturefd, LLC | 165 | $3.31K | 0.00% | +165 | New |
| Red Tortoise LLC | 185 | $3.72K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 188 | $3.78K | 0.00% | +29+18.2% | Added |
| Private Wealth Management Group, LLC | 221 | $4.44K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 237 | $4.76K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 261 | $5.24K | 0.00% | +261 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 279 | $5.61K | 0.00% | +279 | New |
| EverSource Wealth Advisors, LLC | 286 | $5.75K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 298 | $5.99K | 0.00% | +298 | New |
| Tower Research Capital LLC (TRC) | 421 | $8.46K | 0.00% | −8,980−95.5% | Reduced |
| Smartleaf Asset Management LLC | 431 | $8.49K | 0.00% | +182+73.1% | Added |
| Simplex Trading, LLC | 461 | $9.00K | 0.00% | −142−23.5% | Reduced |
| The PNC Financial Services Group, Inc. | 519 | $10.4K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 532 | $11.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 993 | $20.0K | 0.00% | +127+14.7% | Added |
| California State Teachers Retirement System | 1,161 | $23.3K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,500 | $30.1K | 0.00% | +213+16.6% | Added |
| FMR LLC | 1,552 | $31.2K | 0.00% | +70+4.7% | Added |
| Ameritas Investment Partners, Inc. | 1,552 | $31.2K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 1,950 | $39.2K | 0.03% | 00.0% | Unchanged |
| CWM, LLC | 2,125 | $43.0K | 0.00% | +181+9.3% | Added |
| Parallel Advisors, LLC | 3,007 | $60.4K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 3,407 | $68.4K | 0.00% | −27,015−88.8% | Reduced |
| Quantbot Technologies LP | 3,699 | $74.3K | 0.00% | +3,699 | New |
| Allworth Financial LP | 3,836 | $77.1K | 0.00% | +85+2.3% | Added |
| US Bancorp | 5,683 | $114.2K | 0.00% | +183+3.3% | Added |
| New York State Common Retirement Fund | 5,933 | $119.2K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 6,079 | $122.0K | 0.00% | +6,079 | New |
| Deutsche Bank AG | 6,255 | $125.7K | 0.00% | +6,255 | New |
| Corebridge Financial, Inc. | 8,571 | $172.2K | 0.00% | −53−0.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 8,783 | $176.4K | 0.00% | +648+8.0% | Added |
| Royal Bank of Canada | 8,961 | $180.0K | 0.00% | −93−1.0% | Reduced |
| MetLife Investment Management | 9,161 | $184.0K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 9,948 | $199.9K | 0.00% | −3,229−24.5% | Reduced |
| Occudo Quantitative Strategies LP | 10,427 | $209.5K | 0.04% | +10,427 | New |
| Michael B. Yongue | 11,006 | $221.1K | 0.18% | −5,319−32.6% | Reduced |
| Trexquant Investment LP | 11,697 | $235.0K | 0.00% | −27,142−69.9% | Reduced |
| Citigroup Inc | 12,562 | $252.4K | 0.00% | +8,769+231.2% | Added |
| Jane Street Group, LLC | 12,647 | $254.1K | 0.00% | −4,020−24.1% | Reduced |
| Bridge City Capital, LLC | 13,289 | $267.0K | 0.07% | 00.0% | Unchanged |
| UBS Group AG | 14,233 | $285.9K | 0.00% | +2,649+22.9% | Added |
| Thrivent Financial for Lutherans | 14,221 | $286.0K | 0.00% | −30,862−68.5% | Reduced |
| SEI Investments Co | 14,275 | $286.8K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 14,552 | $292.4K | 0.01% | +14,552 | New |
| JPMorgan Chase & Co | 15,662 | $314.6K | 0.00% | +2,469+18.7% | Added |
| Diamond Hill Capital Management Inc | 16,000 | $321.4K | 0.00% | −10,000−38.5% | Reduced |
| D.A. Davidson & Co. | 16,347 | $328.4K | 0.00% | −67−0.4% | Reduced |
| RSM US Wealth Management LLC | 17,708 | $341.0K | 0.01% | −8,351−32.0% | Reduced |
| Fiduciary Financial Group, LLC | 17,709 | $354.2K | 0.08% | 00.0% | Unchanged |
| Creative Planning | 17,979 | $361.2K | 0.00% | +17,979 | New |
| Wells Fargo & Company | 19,433 | $390.4K | 0.00% | −90−0.5% | Reduced |
| Cerity Partners LLC | 20,533 | $412.5K | 0.00% | +616+3.1% | Added |
| Wealthspire Advisors, LLC | 22,026 | $442.5K | 0.00% | +1,501+7.3% | Added |
| Empowered Funds, LLC | 22,644 | $454.9K | 0.01% | +1,072+5.0% | Added |
| Freestone Capital Holdings, LLC | 23,258 | $467.3K | 0.02% | 00.0% | Unchanged |
| Rhumbline Advisers | 23,562 | $473.4K | 0.00% | −1,449−5.8% | Reduced |
| Caldwell Sutter Capital, Inc. | 23,790 | $477.9K | 0.22% | +230+1.0% | Added |
| AQR Capital Management LLC | 27,377 | $550.0K | 0.00% | −16,429−37.5% | Reduced |
| RBF Capital, LLC | 30,092 | $604.5K | 0.03% | 00.0% | Unchanged |
| Bank of America Corp | 35,142 | $706.0K | 0.00% | −18,083−34.0% | Reduced |
| Invesco Ltd. | 35,905 | $721.3K | 0.00% | −23,214−39.3% | Reduced |
| Private Wealth Partners, LLC | 36,983 | $743.0K | 0.06% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 38,022 | $763.9K | 0.00% | 00.0% | Unchanged |
| John W. Rosenthal Capital Management, Inc. | 43,500 | $873.9K | 0.88% | 00.0% | Unchanged |
| Barclays PLC | 45,370 | $911.5K | 0.00% | +14,306+46.1% | Added |
| Two Sigma Investments, LP | 47,097 | $946.2K | 0.00% | −12,688−21.2% | Reduced |
| Two Sigma Advisers, LP | 49,164 | $987.7K | 0.00% | −20,800−29.7% | Reduced |
| LPL Financial LLC | 49,430 | $993.0K | 0.00% | +49,430 | New |
| Prudential Financial Inc | 50,221 | $1.01M | 0.00% | +50,221 | New |
| Panagora Asset Management Inc | 56,766 | $1.14M | 0.01% | −46−0.1% | Reduced |
| Perigon Wealth Management, LLC | 63,236 | $1.27M | 0.03% | +100.0% | Added |
| Goldman Sachs Group Inc | 66,702 | $1.34M | 0.00% | −18,570−21.8% | Reduced |
| Fourthstone LLC | 85,122 | $1.71M | 0.38% | −18,806−18.1% | Reduced |
| Bank of New York Mellon Corp | 91,407 | $1.84M | 0.00% | −9,053−9.0% | Reduced |
| Bridgeway Capital Management, LLC | 99,457 | $2.00M | 0.04% | +36,272+57.4% | Added |
| Citadel Advisors LLC | 105,460 | $2.12M | 0.00% | −40,211−27.6% | Reduced |
| Zacks Investment Management | 109,260 | $2.20M | 0.02% | +109,260 | New |
| Kennedy Capital Management, Inc. | 116,309 | $2.34M | 0.05% | +116,309 | New |
| Charles Schwab Investment Management Inc | 121,986 | $2.45M | 0.00% | +2,842+2.4% | Added |
| Northern Trust Corp | 136,270 | $2.74M | 0.00% | −327−0.2% | Reduced |
| American Century Companies Inc | 138,958 | $2.79M | 0.00% | −45,339−24.6% | Reduced |
| Renaissance Technologies LLC | 160,479 | $3.22M | 0.00% | +10,287+6.8% | Added |
| Acadian Asset Management LLC | 163,567 | $3.28M | 0.01% | +63,945+64.2% | Added |
| Basswood Capital Management, L.L.C. | 169,803 | $3.41M | 0.18% | +169,803 | New |
| Morgan Stanley | 272,894 | $5.48M | 0.00% | +5,599+2.1% | Added |
| Ameriprise Financial Inc | 321,116 | $6.45M | 0.00% | +5,575+1.8% | Added |
| North Reef Capital Management LP | 322,936 | $6.49M | 0.30% | +172,788+115.1% | Added |