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 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 287 | $6.33K | 0.00% | +1+0.3% | Added |
| Quadrant Capital Group LLC | 273 | $6.03K | 0.00% | +135+97.8% | Added |
| Sterling Capital Management LLC | 273 | $6.03K | 0.00% | −241−46.9% | Reduced |
| Signaturefd, LLC | 262 | $5.78K | 0.00% | +107+69.0% | Added |
| Massmutual Trust Co FSB | 237 | $5.23K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 228 | $5.03K | 0.00% | +111+94.9% | Added |
| Private Wealth Management Group, LLC | 221 | $4.88K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 190 | $4.17K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 185 | $4.08K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 174 | $3.82K | 0.00% | −78−31.0% | Reduced |
| Boston Private Wealth LLC | 168 | $3.71K | 0.00% | +168 | New |
| Continuum Advisory, LLC | 116 | $2.56K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 62 | $1.37K | 0.00% | −4−6.1% | Reduced |
| SRS Capital Advisors, Inc. | 50 | $1.10K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 35 | $772 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 20 | $441 | 0.00% | +20 | New |
| Farther Finance Advisors, LLC | 18 | $394 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 15 | $332 | 0.00% | +15 | New |
| Whipplewood Advisors, LLC | 173 | $309 | 0.00% | +145+517.9% | Added |
| IFP Advisors, Inc | 0 | $221 | 0.00% | 0 | Unchanged |
| Lindbrook Capital, LLC | 10 | $221 | 0.00% | +10 | New |
| SBI Securities Co., Ltd. | 6 | $132 | 0.00% | +2+50.0% | Added |
| Covestor Ltd | 10 | $0 | 0.00% | −5−33.3% | Reduced |
| Avion Wealth | 24 | $0 | 0.00% | +24 | New |
| John W. Rosenthal Capital Management, Inc. | 0 | $0 | 0.00% | −19,800−100.0% | Sold out |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −15,969−100.0% | Sold out |
| Blair William & Co | 0 | $0 | 0.00% | −9,230−100.0% | Sold out |
| Ballentine Partners, LLC | 0 | $0 | 0.00% | −9,017−100.0% | Sold out |
| Angel Oak Capital Advisors, LLC | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −8,434−100.0% | Sold out |
| Wulff, Hansen & Co. | 0 | $0 | 0.00% | −8,428−100.0% | Sold out |
| Van Hulzen Asset Management, LLC | 0 | $0 | 0.00% | −2,157−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −820−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −279−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |