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 2025
Institutional positions in Bank of Marin Bancorp as of Jun 30, 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
- 119
- −4 vs. Q1 2025
- Shares held
- 9.90M
- +291.5K (+3.0%) vs. Q1 2025
- Total value
- $226.0M
- +$14.1M (+6.7%) vs. Q1 2025
- New holders
- 16
- 46 more added
- Sold out
- 20
- 39 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Bank of Marin Bancorp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 24 | $0 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1 | $23 | 0.00% | +1 | New |
| SBI Securities Co., Ltd. | 6 | $137 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 8 | $183 | 0.00% | +8 | New |
| Farther Finance Advisors, LLC | 18 | $411 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 25 | $571 | 0.00% | +25 | New |
| Cullen/Frost Bankers, Inc. | 38 | $858 | 0.00% | −379−90.9% | Reduced |
| Russell Investments Group, Ltd. | 48 | $1.10K | 0.00% | −180−78.9% | Reduced |
| UMA Financial Services, Inc. | 68 | $1.55K | 0.00% | +68 | New |
| IFP Advisors, Inc | 7 | $1.62K | 0.00% | +7 | Added |
| Rothschild Investment LLC | 75 | $1.71K | 0.00% | +40+114.3% | Added |
| Fortitude Family Office, LLC | 85 | $1.94K | 0.00% | +85 | New |
| Essential Partners LLC | 85 | $1.94K | 0.00% | +85 | New |
| Smartleaf Asset Management LLC | 144 | $3.27K | 0.00% | −30−17.2% | Reduced |
| Red Tortoise LLC | 185 | $4.22K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 221 | $5.05K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 227 | $5.18K | 0.00% | +227 | New |
| Massmutual Trust Co FSB | 237 | $5.41K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 317 | $7.24K | 0.00% | +267+534.0% | Added |
| Clear Street Markets LLC | 346 | $7.90K | 0.00% | +346 | New |
| Sterling Capital Management LLC | 424 | $9.68K | 0.00% | +151+55.3% | Added |
| The PNC Financial Services Group, Inc. | 513 | $11.7K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 532 | $12.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 531 | $12.1K | 0.00% | +244+85.0% | Added |
| GAMMA Investing LLC | 559 | $12.8K | 0.00% | −49−8.1% | Reduced |
| Glenmede Investment Management, LP | 752 | $17.2K | 0.00% | +752 | New |
| Jones Financial Companies LLLP | 790 | $17.9K | 0.00% | +600+315.8% | Added |
| Nisa Investment Advisors, LLC | 844 | $19.3K | 0.00% | +167+24.7% | Added |
| Signaturefd, LLC | 946 | $21.6K | 0.00% | +684+261.1% | Added |
| Golden State Wealth Management, LLC | 1,000 | $22.8K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 1,133 | $26.0K | 0.00% | +179+18.8% | Added |
| Legal & General Group Plc | 1,359 | $31.0K | 0.00% | −141−9.4% | Reduced |
| BNP Paribas Arbitrage, SA | 1,537 | $35.1K | 0.00% | −12,524−89.1% | Reduced |
| Ameritas Investment Partners, Inc. | 1,552 | $35.4K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,567 | $35.8K | 0.01% | +828+112.0% | Added |
| Tower Research Capital LLC (TRC) | 1,875 | $42.8K | 0.00% | +1,040+124.6% | Added |
| FMR LLC | 2,912 | $66.5K | 0.00% | +1,108+61.4% | Added |
| Ameritas Advisory Services, LLC | 3,001 | $68.5K | 0.00% | +3,001 | New |
| Quantbot Technologies LP | 3,057 | $69.8K | 0.00% | +3,057 | New |
| Parallel Advisors, LLC | 3,109 | $71.0K | 0.00% | +59+1.9% | Added |
| Royal Bank of Canada | 3,778 | $86.0K | 0.00% | −2,936−43.7% | Reduced |
| CWM, LLC | 3,895 | $89.0K | 0.00% | +1,142+41.5% | Added |
| Allworth Financial LP | 4,041 | $92.3K | 0.00% | +171+4.4% | Added |
| Police & Firemen's Retirement System of New Jersey | 4,134 | $94.4K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 5,529 | $126.3K | 0.00% | +29+0.5% | Added |
| New York State Common Retirement Fund | 5,933 | $135.5K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 6,005 | $137.2K | 0.00% | +99+1.7% | Added |
| Citigroup Inc | 6,284 | $143.5K | 0.00% | −5,933−48.6% | Reduced |
| Aquatic Capital Management LLC | 6,710 | $153.3K | 0.00% | +4,799+251.1% | Added |
| JPMorgan Chase & Co | 7,100 | $162.2K | 0.00% | −15,227−68.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 8,070 | $184.3K | 0.00% | −1,323−14.1% | Reduced |
| Raymond James Financial Inc | 8,434 | $192.6K | 0.00% | +8,434 | New |
| Deutsche Bank AG | 8,891 | $203.1K | 0.00% | −3,969−30.9% | Reduced |
| Ballentine Partners, LLC | 9,150 | $209.0K | 0.00% | +9,150 | New |
| KCM Investment Advisors LLC | 9,240 | $211.0K | 0.01% | 00.0% | Unchanged |
| First Trust Advisors LP | 10,536 | $240.6K | 0.00% | +696+7.1% | Added |
| Stephens Inc | 11,343 | $259.1K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 11,413 | $260.7K | 0.00% | +17+0.1% | Added |
| Trexquant Investment LP | 11,897 | $271.7K | 0.00% | −29,500−71.3% | Reduced |
| RSM US Wealth Management LLC | 12,472 | $284.9K | 0.00% | −1,790−12.6% | Reduced |
| Bridge City Capital, LLC | 12,566 | $287.0K | 0.08% | −321−2.5% | Reduced |
| Citadel Advisors LLC | 12,935 | $295.4K | 0.00% | −18,830−59.3% | Reduced |
| LPL Financial LLC | 15,555 | $355.3K | 0.00% | −33,224−68.1% | Reduced |
| Fiduciary Financial Group, LLC | 15,069 | $362.4K | 0.07% | −1,900−11.2% | Reduced |
| Caldwell Sutter Capital, Inc. | 20,390 | $465.7K | 0.21% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 20,405 | $466.1K | 0.00% | −1,198−5.5% | Reduced |
| Wealthspire Advisors, LLC | 20,525 | $468.8K | 0.00% | −1,531−6.9% | Reduced |
| Cerity Partners LLC | 20,712 | $473.1K | 0.00% | +145+0.7% | Added |
| Michael B. Yongue | 22,390 | $511.4K | 0.39% | −3,506−13.5% | Reduced |
| Wells Fargo & Company | 22,792 | $520.6K | 0.00% | +1,432+6.7% | Added |
| Freestone Capital Holdings, LLC | 23,258 | $531.2K | 0.02% | 00.0% | Unchanged |
| Rhumbline Advisers | 23,684 | $540.9K | 0.00% | −396−1.6% | Reduced |
| XTX Topco Ltd | 24,845 | $567.5K | 0.02% | +7,082+39.9% | Added |
| Numerai GP LLC | 25,729 | $587.6K | 0.08% | +25,729 | New |
| Nuveen, LLC | 26,297 | $600.6K | 0.00% | −11,725−30.8% | Reduced |
| Empowered Funds, LLC | 28,096 | $641.7K | 0.01% | +2,321+9.0% | Added |
| Invesco Ltd. | 28,227 | $644.7K | 0.00% | −4,683−14.2% | Reduced |
| Jane Street Group, LLC | 29,751 | $679.5K | 0.00% | +9,788+49.0% | Added |
| Quantinno Capital Management LP | 29,904 | $683.0K | 0.00% | +18,696+166.8% | Added |
| RBF Capital, LLC | 30,092 | $687.3K | 0.03% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 34,125 | $779.4K | 0.00% | −24,691−42.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 36,525 | $834.2K | 0.00% | +9,820+36.8% | Added |
| Private Wealth Partners, LLC | 36,983 | $844.7K | 0.07% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 37,022 | $845.6K | 0.00% | −19,444−34.4% | Reduced |
| Bank of America Corp | 39,782 | $908.6K | 0.00% | +4,456+12.6% | Added |
| Millennium Management LLC | 44,210 | $1.01M | 0.00% | +16,739+60.9% | Added |
| Barclays PLC | 48,884 | $1.12M | 0.00% | +8,499+21.0% | Added |
| Fisher Asset Management, LLC | 52,427 | $1.20M | 0.00% | +14,074+36.7% | Added |
| Creative Planning | 53,363 | $1.22M | 0.00% | +26,824+101.1% | Added |
| Squarepoint Ops LLC | 59,750 | $1.36M | 0.00% | +59,750 | New |
| Perigon Wealth Management, LLC | 62,292 | $1.42M | 0.03% | −187−0.3% | Reduced |
| American Century Companies Inc | 67,512 | $1.54M | 0.00% | −68,649−50.4% | Reduced |
| UBS Group AG | 68,304 | $1.56M | 0.00% | +43,402+174.3% | Added |
| AQR Capital Management LLC | 73,730 | $1.68M | 0.00% | +33,995+85.6% | Added |
| Bank of New York Mellon Corp | 73,882 | $1.69M | 0.00% | −386−0.5% | Reduced |
| Two Sigma Advisers, LP | 79,764 | $1.82M | 0.00% | +27,300+52.0% | Added |
| Two Sigma Investments, LP | 92,849 | $2.12M | 0.00% | +48,962+111.6% | Added |
| Prudential Financial Inc | 100,478 | $2.29M | 0.00% | −3,433−3.3% | Reduced |
| Bridgeway Capital Management, LLC | 104,909 | $2.40M | 0.06% | +2,321+2.3% | Added |
| Renaissance Technologies LLC | 114,092 | $2.61M | 0.00% | +11,324+11.0% | Added |