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 2024
Institutional positions in Bank of Marin Bancorp as of Dec 31, 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
- 117
- +9 vs. Q3 2024
- Shares held
- 9.27M
- +400.5K (+4.5%) vs. Q3 2024
- Total value
- $220.2M
- +$42.1M (+23.6%) vs. Q3 2024
- New holders
- 22
- 42 more added
- Sold out
- 13
- 29 more reduced
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Bank of Marin Bancorp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 15 | $0 | 0.00% | +7+87.5% | Added |
| SBI Securities Co., Ltd. | 4 | $95 | 0.00% | +4 | New |
| IFP Advisors, Inc | 0 | $238 | 0.00% | 0 | New |
| Farther Finance Advisors, LLC | 18 | $428 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 28 | $666 | 0.00% | +28 | New |
| Nisa Investment Advisors, LLC | 32 | $761 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 35 | $832 | 0.00% | +5+16.7% | Added |
| SRS Capital Advisors, Inc. | 50 | $1.19K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 66 | $1.57K | 0.00% | −28−29.8% | Reduced |
| Continuum Advisory, LLC | 116 | $2.76K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 117 | $2.78K | 0.00% | −9,831−98.8% | Reduced |
| Quadrant Capital Group LLC | 138 | $3.28K | 0.00% | −123−47.1% | Reduced |
| Signaturefd, LLC | 155 | $3.68K | 0.00% | −10−6.1% | Reduced |
| Red Tortoise LLC | 185 | $4.40K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 190 | $4.52K | 0.00% | +190 | New |
| GAMMA Investing LLC | 207 | $4.92K | 0.00% | +19+10.1% | Added |
| Private Wealth Management Group, LLC | 221 | $5.25K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 237 | $5.63K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 252 | $5.91K | 0.00% | −179−41.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 279 | $6.63K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 286 | $6.80K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 349 | $8.29K | 0.00% | +51+17.1% | Added |
| The PNC Financial Services Group, Inc. | 494 | $11.7K | 0.00% | −25−4.8% | Reduced |
| Sterling Capital Management LLC | 514 | $12.2K | 0.00% | +463+907.8% | Added |
| Amalgamated Bank | 532 | $13.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 598 | $14.2K | 0.00% | +598 | New |
| Aquatic Capital Management LLC | 689 | $16.4K | 0.00% | +689 | New |
| R Squared Ltd | 820 | $19.5K | 0.02% | +820 | New |
| Great West Life Assurance Co | 836 | $20.0K | 0.00% | −157−15.8% | Reduced |
| Golden State Wealth Management, LLC | 1,000 | $23.8K | 0.00% | +1,000 | New |
| Tower Research Capital LLC (TRC) | 1,084 | $25.8K | 0.00% | +663+157.5% | Added |
| California State Teachers Retirement System | 1,161 | $27.6K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,500 | $35.7K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,552 | $36.9K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,583 | $37.6K | 0.00% | +31+2.0% | Added |
| Riverview Trust Co | 1,950 | $46.4K | 0.04% | 00.0% | Unchanged |
| CWM, LLC | 2,123 | $50.0K | 0.00% | −2−0.1% | Reduced |
| Van Hulzen Asset Management, LLC | 2,157 | $51.3K | 0.00% | +2,157 | New |
| Parallel Advisors, LLC | 3,007 | $71.5K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 3,852 | $89.9K | 0.00% | +16+0.4% | Added |
| Police & Firemen's Retirement System of New Jersey | 4,134 | $98.3K | 0.00% | +4,134 | New |
| US Bancorp | 5,500 | $130.7K | 0.00% | −183−3.2% | Reduced |
| MAI Capital Management | 5,906 | $140.4K | 0.00% | +5,906 | New |
| New York State Common Retirement Fund | 5,933 | $141.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 6,509 | $155.0K | 0.00% | +430+7.1% | Added |
| Corebridge Financial, Inc. | 7,864 | $186.9K | 0.00% | −707−8.2% | Reduced |
| Royal Bank of Canada | 8,295 | $197.0K | 0.00% | −666−7.4% | Reduced |
| Wulff, Hansen & Co. | 8,428 | $200.3K | 0.19% | +8,428 | New |
| Raymond James Financial Inc | 8,434 | $200.5K | 0.00% | +8,434 | New |
| Susquehanna International Group, LLP | 8,994 | $213.8K | 0.00% | +8,994 | New |
| Angel Oak Capital Advisors, LLC | 9,000 | $213.9K | 0.28% | +9,000 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 9,003 | $214.0K | 0.00% | +220+2.5% | Added |
| Ballentine Partners, LLC | 9,017 | $214.3K | 0.00% | +9,017 | New |
| MetLife Investment Management | 9,161 | $217.8K | 0.00% | 00.0% | Unchanged |
| Blair William & Co | 9,230 | $219.4K | 0.00% | +9,230 | New |
| Quantinno Capital Management LP | 9,441 | $224.4K | 0.00% | +9,441 | New |
| First Trust Advisors LP | 9,909 | $235.5K | 0.00% | +9,909 | New |
| KCM Investment Advisors LLC | 10,296 | $244.7K | 0.01% | +10,296 | New |
| Michael B. Yongue | 11,006 | $261.6K | 0.21% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 12,710 | $302.1K | 0.00% | +9,303+273.1% | Added |
| Bridge City Capital, LLC | 13,315 | $316.5K | 0.08% | +26+0.2% | Added |
| RSM US Wealth Management LLC | 14,245 | $335.2K | 0.00% | −3,463−19.6% | Reduced |
| Deutsche Bank AG | 15,517 | $368.8K | 0.00% | +9,262+148.1% | Added |
| Citigroup Inc | 15,710 | $373.4K | 0.00% | +3,148+25.1% | Added |
| D.A. Davidson & Co. | 15,969 | $379.6K | 0.00% | −378−2.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 16,256 | $386.4K | 0.00% | +16,256 | New |
| Fiduciary Financial Group, LLC | 17,709 | $395.1K | 0.09% | 00.0% | Unchanged |
| John W. Rosenthal Capital Management, Inc. | 19,800 | $470.6K | 0.44% | −23,700−54.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 20,390 | $484.7K | 0.23% | −3,400−14.3% | Reduced |
| Wealthspire Advisors, LLC | 20,525 | $487.9K | 0.00% | −1,501−6.8% | Reduced |
| Cerity Partners LLC | 20,710 | $488.9K | 0.00% | +177+0.9% | Added |
| Wells Fargo & Company | 21,147 | $502.7K | 0.00% | +1,714+8.8% | Added |
| Creative Planning | 22,865 | $543.5K | 0.00% | +4,886+27.2% | Added |
| Trexquant Investment LP | 22,955 | $545.6K | 0.01% | +11,258+96.2% | Added |
| Freestone Capital Holdings, LLC | 23,258 | $552.8K | 0.02% | 00.0% | Unchanged |
| Empowered Funds, LLC | 23,794 | $565.6K | 0.01% | +1,150+5.1% | Added |
| Rhumbline Advisers | 25,183 | $598.6K | 0.00% | +1,621+6.9% | Added |
| AQR Capital Management LLC | 27,716 | $658.8K | 0.00% | +339+1.2% | Added |
| RBF Capital, LLC | 30,092 | $715.3K | 0.04% | 00.0% | Unchanged |
| UBS Group AG | 32,520 | $773.0K | 0.00% | +18,287+128.5% | Added |
| Private Wealth Partners, LLC | 36,983 | $879.1K | 0.07% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 38,022 | $903.8K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 38,506 | $915.3K | 0.00% | +2,601+7.2% | Added |
| Bank of America Corp | 44,569 | $1.06M | 0.00% | +9,427+26.8% | Added |
| JPMorgan Chase & Co | 44,686 | $1.06M | 0.00% | +29,024+185.3% | Added |
| Two Sigma Investments, LP | 46,634 | $1.11M | 0.00% | −463−1.0% | Reduced |
| Barclays PLC | 48,320 | $1.15M | 0.00% | +2,950+6.5% | Added |
| LPL Financial LLC | 49,430 | $1.17M | 0.00% | 00.0% | Unchanged |
| Fourthstone LLC | 51,200 | $1.22M | 0.24% | −33,922−39.9% | Reduced |
| Two Sigma Advisers, LP | 52,964 | $1.26M | 0.00% | +3,800+7.7% | Added |
| Panagora Asset Management Inc | 56,677 | $1.35M | 0.01% | −89−0.2% | Reduced |
| Perigon Wealth Management, LLC | 62,514 | $1.46M | 0.04% | −722−1.1% | Reduced |
| Bank of New York Mellon Corp | 74,959 | $1.78M | 0.00% | −16,448−18.0% | Reduced |
| Goldman Sachs Group Inc | 75,420 | $1.79M | 0.00% | +8,718+13.1% | Added |
| Citadel Advisors LLC | 94,917 | $2.26M | 0.00% | −10,543−10.0% | Reduced |
| Prudential Financial Inc | 96,757 | $2.30M | 0.00% | +46,536+92.7% | Added |
| Bridgeway Capital Management, LLC | 100,607 | $2.39M | 0.05% | +1,150+1.2% | Added |
| Zacks Investment Management | 101,204 | $2.41M | 0.02% | −8,056−7.4% | Reduced |
| Renaissance Technologies LLC | 107,492 | $2.56M | 0.00% | −52,987−33.0% | Reduced |
| Charles Schwab Investment Management Inc | 120,767 | $2.87M | 0.00% | −1,219−1.0% | Reduced |