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 2025
Institutional positions in Bank of Marin Bancorp as of Sep 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
- 138
- +19 vs. Q2 2025
- Shares held
- 10.3M
- +362.4K (+3.7%) vs. Q2 2025
- Total value
- $249.6M
- +$23.6M (+10.4%) vs. Q2 2025
- New holders
- 27
- 42 more added
- Sold out
- 8
- 36 more reduced
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Bank of Marin Bancorp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 24 | $0 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 7 | $170 | 0.00% | +1+16.7% | Added |
| Clearstead Advisors, LLC | 7 | $170 | 0.00% | +6+600.0% | Added |
| Advisor Group Holdings, Inc. | 8 | $194 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 8 | $195 | 0.00% | +8 | New |
| Cullen/Frost Bankers, Inc. | 23 | $554 | 0.00% | −15−39.5% | Reduced |
| Parkside Financial Bank & Trust | 25 | $607 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 31 | $753 | 0.00% | +13+72.2% | Added |
| IFP Advisors, Inc | 44 | $1.07K | 0.00% | +37+528.6% | Added |
| Rothschild Investment LLC | 59 | $1.43K | 0.00% | −16−21.3% | Reduced |
| UMA Financial Services, Inc. | 68 | $1.65K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 85 | $2.06K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 148 | $3.59K | 0.00% | +148 | New |
| Red Tortoise LLC | 185 | $4.49K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 221 | $5.37K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 227 | $5.51K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 237 | $5.75K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 252 | $6.12K | 0.00% | +108+75.0% | Added |
| Point72 (DIFC) Ltd | 262 | $6.37K | 0.00% | +262 | New |
| Essential Partners LLC | 444 | $10.8K | 0.00% | +359+422.4% | Added |
| Advisory Services Network, LLC | 504 | $12.2K | 0.00% | +504 | New |
| The PNC Financial Services Group, Inc. | 513 | $12.5K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 532 | $13.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 554 | $13.5K | 0.00% | +23+4.3% | Added |
| Citigroup Inc | 582 | $14.1K | 0.00% | −5,702−90.7% | Reduced |
| GAMMA Investing LLC | 638 | $15.5K | 0.00% | +79+14.1% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 733 | $17.8K | 0.00% | +733 | New |
| Jones Financial Companies LLLP | 790 | $19.6K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 844 | $20.5K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 918 | $22.3K | 0.00% | +918 | New |
| Golden State Wealth Management, LLC | 1,000 | $24.3K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,017 | $24.7K | 0.00% | +593+139.9% | Added |
| Great West Life Assurance Co | 1,128 | $27.0K | 0.00% | −5−0.4% | Reduced |
| Signaturefd, LLC | 1,131 | $27.5K | 0.00% | +185+19.6% | Added |
| Russell Investments Group, Ltd. | 1,269 | $30.8K | 0.00% | +1,221+2,543.8% | Added |
| Legal & General Group Plc | 1,359 | $33.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,365 | $33.1K | 0.00% | −510−27.2% | Reduced |
| Ameritas Investment Partners, Inc. | 1,552 | $37.7K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,567 | $38.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,346 | $57.0K | 0.00% | +2,346 | New |
| Rockefeller Capital Management L.P. | 2,680 | $65.1K | 0.00% | +2,680 | New |
| BNP Paribas Arbitrage, SA | 2,893 | $70.2K | 0.00% | +1,356+88.2% | Added |
| Ameritas Advisory Services, LLC | 3,001 | $72.9K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 3,014 | $73.0K | 0.00% | −764−20.2% | Reduced |
| Parallel Advisors, LLC | 3,109 | $75.5K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 3,159 | $76.7K | 0.00% | +247+8.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 4,134 | $100.4K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 4,183 | $101.6K | 0.00% | +142+3.5% | Added |
| US Bancorp | 5,500 | $133.5K | 0.00% | −29−0.5% | Reduced |
| Aquatic Capital Management LLC | 5,882 | $142.8K | 0.00% | −828−12.3% | Reduced |
| New York State Common Retirement Fund | 5,933 | $144.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 6,376 | $155.0K | 0.00% | +2,481+63.7% | Added |
| JPMorgan Chase & Co | 6,733 | $163.5K | 0.00% | −367−5.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 6,747 | $163.8K | 0.00% | −1,323−16.4% | Reduced |
| MAI Capital Management | 7,440 | $180.6K | 0.00% | +1,435+23.9% | Added |
| Quest Partners LLC | 8,042 | $195.3K | 0.01% | +8,042 | New |
| SRS Capital Advisors, Inc. | 8,431 | $204.7K | 0.00% | +8,114+2,559.6% | Added |
| Raymond James Financial Inc | 8,434 | $204.8K | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 8,541 | $207.4K | 0.00% | +8,541 | New |
| Wulff, Hansen & Co. | 8,542 | $207.4K | 0.18% | +8,542 | New |
| MetLife Investment Management | 8,917 | $216.5K | 0.00% | +8,917 | New |
| Ballentine Partners, LLC | 9,037 | $219.4K | 0.00% | −113−1.2% | Reduced |
| First Trust Advisors LP | 9,065 | $220.1K | 0.00% | −1,471−14.0% | Reduced |
| SEI Investments Co | 9,097 | $220.9K | 0.00% | +9,097 | New |
| Occudo Quantitative Strategies LP | 9,211 | $223.6K | 0.03% | +9,211 | New |
| Lodestar Private Asset Management LLC | 9,231 | $224.1K | 0.02% | +9,231 | New |
| KCM Investment Advisors LLC | 9,240 | $224.3K | 0.01% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 5,900 | $224.8K | 0.08% | +5,900 | New |
| Susquehanna Portfolio Strategies, LLC | 9,716 | $235.9K | 0.00% | +9,716 | New |
| Princeton Capital Management LLC | 10,059 | $244.2K | 0.07% | +10,059 | New |
| Integrated Quantitative Investments LLC | 10,424 | $253.1K | 0.07% | +10,424 | New |
| Engineers Gate Manager LP | 11,131 | $270.3K | 0.00% | +11,131 | New |
| Stephens Inc | 11,343 | $275.4K | 0.00% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 11,599 | $281.6K | 0.00% | +11,599 | New |
| RSM US Wealth Management LLC | 11,626 | $282.3K | 0.00% | −846−6.8% | Reduced |
| Financial Connections Group, Inc. | 12,000 | $291.0K | 0.11% | +12,000 | New |
| Deutsche Bank AG | 12,426 | $301.7K | 0.00% | +3,535+39.8% | Added |
| State of Wisconsin Investment Board | 12,441 | $302.1K | 0.00% | +12,441 | New |
| Bridge City Capital, LLC | 12,566 | $305.1K | 0.08% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 12,733 | $309.2K | 0.00% | −47,017−78.7% | Reduced |
| Fiduciary Financial Group, LLC | 14,069 | $341.6K | 0.05% | −1,000−6.6% | Reduced |
| XTX Topco Ltd | 14,296 | $347.1K | 0.02% | −10,549−42.5% | Reduced |
| State of Wyoming | 15,452 | $375.2K | 0.04% | +15,452 | New |
| Millennium Management LLC | 17,018 | $413.2K | 0.00% | −27,192−61.5% | Reduced |
| ExodusPoint Capital Management, LP | 19,816 | $481.1K | 0.01% | +19,816 | New |
| Caldwell Sutter Capital, Inc. | 20,390 | $495.1K | 0.21% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 20,525 | $498.3K | 0.00% | 00.0% | Unchanged |
| Michael B. Yongue | 22,390 | $543.6K | 0.38% | 00.0% | Unchanged |
| Rhumbline Advisers | 22,670 | $550.4K | 0.00% | −1,014−4.3% | Reduced |
| Wells Fargo & Company | 22,883 | $555.6K | 0.00% | +91+0.4% | Added |
| Cerity Partners LLC | 22,999 | $558.4K | 0.00% | +2,287+11.0% | Added |
| Freestone Capital Holdings, LLC | 23,258 | $564.7K | 0.02% | 00.0% | Unchanged |
| Numerai GP LLC | 23,292 | $565.5K | 0.08% | −2,437−9.5% | Reduced |
| Cubist Systematic Strategies, LLC | 26,153 | $635.0K | 0.01% | +26,153 | New |
| Nuveen, LLC | 26,297 | $638.5K | 0.00% | 00.0% | Unchanged |
| RBF Capital, LLC | 30,092 | $730.6K | 0.03% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 31,403 | $762.5K | 0.00% | −5,122−14.0% | Reduced |
| Empowered Funds, LLC | 31,494 | $764.7K | 0.01% | +3,398+12.1% | Added |
| Invesco Ltd. | 31,575 | $766.6K | 0.00% | +3,348+11.9% | Added |
| Bank of America Corp | 32,689 | $793.7K | 0.00% | −7,093−17.8% | Reduced |