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, Q1 2025
Institutional positions in Bank of Marin Bancorp as of Mar 31, 2025. 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
- 124
- +8 vs. Q4 2024
- Shares held
- 9.60M
- +373.5K (+4.0%) vs. Q4 2024
- Total value
- $211.9M
- −$7.44M (−3.4%) vs. Q4 2024
- New holders
- 18
- 41 more added
- Sold out
- 10
- 40 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Bank of Marin Bancorp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 10 | $0 | 0.00% | −5−33.3% | Reduced |
| Avion Wealth | 24 | $0 | 0.00% | +24 | New |
| SBI Securities Co., Ltd. | 6 | $132 | 0.00% | +2+50.0% | Added |
| IFP Advisors, Inc | 0 | $221 | 0.00% | 0 | Unchanged |
| Lindbrook Capital, LLC | 10 | $221 | 0.00% | +10 | New |
| Whipplewood Advisors, LLC | 173 | $309 | 0.00% | +145+517.9% | Added |
| Stephens Consulting, LLC | 15 | $332 | 0.00% | +15 | New |
| Farther Finance Advisors, LLC | 18 | $394 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 20 | $441 | 0.00% | +20 | New |
| Rothschild Investment LLC | 35 | $772 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 50 | $1.10K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 62 | $1.37K | 0.00% | −4−6.1% | Reduced |
| Continuum Advisory, LLC | 116 | $2.56K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 168 | $3.71K | 0.00% | +168 | New |
| Smartleaf Asset Management LLC | 174 | $3.82K | 0.00% | −78−31.0% | Reduced |
| Red Tortoise LLC | 185 | $4.08K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 190 | $4.17K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 221 | $4.88K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 228 | $5.03K | 0.00% | +111+94.9% | Added |
| Massmutual Trust Co FSB | 237 | $5.23K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 262 | $5.78K | 0.00% | +107+69.0% | Added |
| Sterling Capital Management LLC | 273 | $6.03K | 0.00% | −241−46.9% | Reduced |
| Quadrant Capital Group LLC | 273 | $6.03K | 0.00% | +135+97.8% | Added |
| EverSource Wealth Advisors, LLC | 287 | $6.33K | 0.00% | +1+0.3% | Added |
| Cullen/Frost Bankers, Inc. | 417 | $9.20K | 0.00% | +68+19.5% | Added |
| Coldstream Capital Management Inc | 439 | $9.69K | 0.00% | +439 | New |
| The PNC Financial Services Group, Inc. | 513 | $11.3K | 0.00% | +19+3.8% | Added |
| Amalgamated Bank | 532 | $12.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 608 | $13.4K | 0.00% | +401+193.7% | Added |
| Nisa Investment Advisors, LLC | 677 | $14.9K | 0.00% | +645+2,015.6% | Added |
| Versant Capital Management, Inc | 739 | $16.3K | 0.00% | +141+23.6% | Added |
| Tower Research Capital LLC (TRC) | 835 | $18.4K | 0.00% | −249−23.0% | Reduced |
| Great West Life Assurance Co | 954 | $21.0K | 0.00% | +118+14.1% | Added |
| Golden State Wealth Management, LLC | 1,000 | $22.1K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 1,161 | $25.6K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,500 | $33.1K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,552 | $34.3K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,804 | $39.8K | 0.00% | +221+14.0% | Added |
| Aquatic Capital Management LLC | 1,911 | $42.2K | 0.00% | +1,222+177.4% | Added |
| Riverview Trust Co | 1,950 | $43.0K | 0.04% | 00.0% | Unchanged |
| CWM, LLC | 2,753 | $61.0K | 0.00% | +630+29.7% | Added |
| Parallel Advisors, LLC | 3,050 | $67.3K | 0.00% | +43+1.4% | Added |
| Allworth Financial LP | 3,870 | $81.4K | 0.00% | +18+0.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 4,134 | $91.2K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 5,150 | $114.0K | 0.00% | −1,359−20.9% | Reduced |
| US Bancorp | 5,500 | $121.4K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 5,906 | $130.3K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 5,933 | $130.9K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 6,714 | $148.0K | 0.00% | −1,581−19.1% | Reduced |
| Corebridge Financial, Inc. | 7,749 | $171.0K | 0.00% | −115−1.5% | Reduced |
| MetLife Investment Management | 8,917 | $196.8K | 0.00% | −244−2.7% | Reduced |
| KCM Investment Advisors LLC | 9,240 | $203.9K | 0.01% | −1,056−10.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 9,393 | $207.3K | 0.00% | +390+4.3% | Added |
| Intech Investment Management LLC | 9,561 | $211.0K | 0.00% | +9,561 | New |
| First Trust Advisors LP | 9,840 | $217.2K | 0.00% | −69−0.7% | Reduced |
| Quantinno Capital Management LP | 11,208 | $247.4K | 0.00% | +1,767+18.7% | Added |
| HRT Financial LP | 11,324 | $249.0K | 0.00% | +11,324 | New |
| Stephens Inc | 11,343 | $250.3K | 0.00% | +11,343 | New |
| Franklin Resources Inc | 11,396 | $251.5K | 0.00% | +11,396 | New |
| Citigroup Inc | 12,217 | $269.6K | 0.00% | −3,493−22.2% | Reduced |
| Deutsche Bank AG | 12,860 | $283.8K | 0.00% | −2,657−17.1% | Reduced |
| Bridge City Capital, LLC | 12,887 | $284.4K | 0.09% | −428−3.2% | Reduced |
| BNP Paribas Arbitrage, SA | 14,061 | $310.3K | 0.00% | +1,351+10.6% | Added |
| RSM US Wealth Management LLC | 14,262 | $314.8K | 0.00% | +17+0.1% | Added |
| Fiduciary Financial Group, LLC | 16,969 | $333.4K | 0.07% | −740−4.2% | Reduced |
| XTX Topco Ltd | 17,763 | $392.0K | 0.02% | +17,763 | New |
| Jane Street Group, LLC | 19,963 | $440.6K | 0.00% | +19,963 | New |
| Caldwell Sutter Capital, Inc. | 20,390 | $450.0K | 0.21% | 00.0% | Unchanged |
| Cerity Partners LLC | 20,567 | $453.9K | 0.00% | −143−0.7% | Reduced |
| Wells Fargo & Company | 21,360 | $471.4K | 0.00% | +213+1.0% | Added |
| Susquehanna International Group, LLP | 21,603 | $476.8K | 0.00% | +12,609+140.2% | Added |
| Wealthspire Advisors, LLC | 22,056 | $486.8K | 0.00% | +1,531+7.5% | Added |
| JPMorgan Chase & Co | 22,327 | $492.8K | 0.00% | −22,359−50.0% | Reduced |
| Freestone Capital Holdings, LLC | 23,258 | $513.3K | 0.02% | 00.0% | Unchanged |
| Rhumbline Advisers | 24,080 | $531.4K | 0.00% | −1,103−4.4% | Reduced |
| UBS Group AG | 24,902 | $549.6K | 0.00% | −7,618−23.4% | Reduced |
| Empowered Funds, LLC | 25,775 | $568.9K | 0.01% | +1,981+8.3% | Added |
| Michael B. Yongue | 25,896 | $571.5K | 0.73% | +14,890+135.3% | Added |
| Creative Planning | 26,539 | $585.7K | 0.00% | +3,674+16.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 26,705 | $589.4K | 0.00% | +10,449+64.3% | Added |
| Millennium Management LLC | 27,471 | $606.3K | 0.00% | +27,471 | New |
| RBF Capital, LLC | 30,092 | $664.1K | 0.04% | 00.0% | Unchanged |
| Citadel Advisors LLC | 31,765 | $701.1K | 0.00% | −63,152−66.5% | Reduced |
| Invesco Ltd. | 32,910 | $726.3K | 0.00% | −5,596−14.5% | Reduced |
| Bank of America Corp | 35,326 | $779.6K | 0.00% | −9,243−20.7% | Reduced |
| Private Wealth Partners, LLC | 36,983 | $816.2K | 0.07% | 00.0% | Unchanged |
| Nuveen, LLC | 38,022 | $839.1K | 0.00% | +38,022 | New |
| Fisher Asset Management, LLC | 38,353 | $846.5K | 0.00% | +38,353 | New |
| Legato Capital Management LLC | 39,475 | $871.2K | 0.12% | +39,475 | New |
| AQR Capital Management LLC | 39,735 | $877.0K | 0.00% | +12,019+43.4% | Added |
| Barclays PLC | 40,385 | $891.3K | 0.00% | −7,935−16.4% | Reduced |
| Trexquant Investment LP | 41,397 | $913.6K | 0.01% | +18,442+80.3% | Added |
| Two Sigma Investments, LP | 43,887 | $968.6K | 0.00% | −2,747−5.9% | Reduced |
| LPL Financial LLC | 48,779 | $1.08M | 0.00% | −651−1.3% | Reduced |
| Two Sigma Advisers, LP | 52,464 | $1.16M | 0.00% | −500−0.9% | Reduced |
| Panagora Asset Management Inc | 56,466 | $1.25M | 0.01% | −211−0.4% | Reduced |
| Goldman Sachs Group Inc | 58,816 | $1.30M | 0.00% | −16,604−22.0% | Reduced |
| Perigon Wealth Management, LLC | 62,479 | $1.38M | 0.04% | −35−0.1% | Reduced |
| Fourthstone LLC | 70,609 | $1.56M | 0.39% | +19,409+37.9% | Added |
| Bank of New York Mellon Corp | 74,268 | $1.64M | 0.00% | −691−0.9% | Reduced |