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 2026
Institutional positions in Bank of Marin Bancorp as of Mar 31, 2026. 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
- 140
- +9 vs. Q4 2025
- Shares held
- 10.5M
- +1.26M (+13.6%) vs. Q4 2025
- Total value
- $270.3M
- +$28.9M (+12.0%) vs. Q4 2025
- New holders
- 20
- 43 more added
- Sold out
- 11
- 47 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Bank of Marin Bancorp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 24 | $0 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 8 | $205 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 8 | $206 | 0.00% | −1−11.1% | Reduced |
| SBI Securities Co., Ltd. | 15 | $384 | 0.00% | +1+7.1% | Added |
| Basecamp Wealth Advisors LLC | 22 | $564 | 0.00% | +22 | New |
| Cullen/Frost Bankers, Inc. | 23 | $596 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 25 | $641 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 25 | $641 | 0.00% | +25 | New |
| Nisa Investment Advisors, LLC | 32 | $820 | 0.00% | −812−96.2% | Reduced |
| IFP Advisors, Inc | 65 | $1.67K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 66 | $1.70K | 0.00% | −1,120−94.4% | Reduced |
| Farther Finance Advisors, LLC | 67 | $1.74K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 68 | $1.74K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 69 | $1.77K | 0.00% | +2+3.0% | Added |
| Fortitude Family Office, LLC | 85 | $2.18K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 148 | $3.79K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 185 | $4.74K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 200 | $5.13K | 0.00% | −21−9.5% | Reduced |
| Fifth Third Bancorp | 227 | $5.82K | 0.00% | +227 | New |
| Massmutual Trust Co FSB | 237 | $6.07K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 270 | $6.92K | 0.00% | −214−44.2% | Reduced |
| Smartleaf Asset Management LLC | 333 | $8.48K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 342 | $8.77K | 0.00% | +24+7.5% | Added |
| Harbour Investments, Inc. | 400 | $10.3K | 0.00% | +400 | New |
| Sterling Capital Management LLC | 488 | $12.5K | 0.00% | −362−42.6% | Reduced |
| The PNC Financial Services Group, Inc. | 494 | $12.7K | 0.00% | −23−4.4% | Reduced |
| EverSource Wealth Advisors, LLC | 561 | $14.4K | 0.00% | −45−7.4% | Reduced |
| Advisory Services Network, LLC | 656 | $16.8K | 0.00% | +656 | New |
| Citigroup Inc | 685 | $17.6K | 0.00% | +352+105.7% | Added |
| GAMMA Investing LLC | 787 | $20.2K | 0.00% | +98+14.2% | Added |
| California State Teachers Retirement System | 798 | $20.5K | 0.00% | −109−12.0% | Reduced |
| Aquatic Capital Management LLC | 823 | $21.1K | 0.00% | −2,269−73.4% | Reduced |
| Golden State Wealth Management, LLC | 1,000 | $25.6K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,074 | $27.5K | 0.00% | −49−4.4% | Reduced |
| Russell Investments Group, Ltd. | 1,136 | $29.1K | 0.00% | −133−10.5% | Reduced |
| Ameritas Investment Partners, Inc. | 1,196 | $30.7K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,262 | $32.3K | 0.00% | −310−19.7% | Reduced |
| Tower Research Capital LLC (TRC) | 1,277 | $32.7K | 0.00% | +742+138.7% | Added |
| Legal & General Group Plc | 1,359 | $34.8K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 1,568 | $40.0K | 0.00% | +61+4.0% | Added |
| Versant Capital Management, Inc | 1,567 | $40.2K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,822 | $46.0K | 0.00% | −407−18.3% | Reduced |
| UBS Asset Management Americas Inc | 1,800 | $46.1K | 0.00% | +1,664+1,223.5% | Added |
| Quadrant Capital Group LLC | 2,455 | $62.9K | 0.00% | −298−10.8% | Reduced |
| Allworth Financial LP | 3,103 | $79.5K | 0.00% | −43−1.4% | Reduced |
| Parallel Advisors, LLC | 3,109 | $79.7K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 3,203 | $82.1K | 0.00% | −181−5.3% | Reduced |
| Rockefeller Capital Management L.P. | 3,688 | $94.5K | 0.00% | +828+29.0% | Added |
| FMR LLC | 3,884 | $99.5K | 0.00% | +449+13.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 4,134 | $106.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 5,543 | $142.1K | 0.00% | +43+0.8% | Added |
| New York State Common Retirement Fund | 5,933 | $152.1K | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 6,521 | $167.1K | 0.00% | +6,521 | New |
| CWM, LLC | 6,648 | $170.4K | 0.00% | +88+1.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 7,008 | $179.6K | 0.00% | +170+2.5% | Added |
| MAI Capital Management | 7,106 | $182.1K | 0.00% | −346−4.6% | Reduced |
| JPMorgan Chase & Co | 7,378 | $187.9K | 0.00% | +811+12.3% | Added |
| Wulff, Hansen & Co. | 8,542 | $218.9K | 0.22% | 00.0% | Unchanged |
| Cornerstone Investment Partners, LLC | 8,887 | $227.8K | 0.01% | +8,887 | New |
| MetLife Investment Management | 8,917 | $228.5K | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 9,033 | $231.5K | 0.00% | −523−5.5% | Reduced |
| KCM Investment Advisors LLC | 9,240 | $236.8K | 0.01% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 9,303 | $238.4K | 0.00% | −233−2.4% | Reduced |
| Price T Rowe Associates Inc | 10,116 | $260.0K | 0.00% | +1,277+14.4% | Added |
| Lodestar Private Asset Management LLC | 10,156 | $260.3K | 0.03% | +925+10.0% | Added |
| Thrivent Financial for Lutherans | 10,189 | $261.0K | 0.00% | +10,189 | New |
| Empowered Funds, LLC | 10,977 | $281.3K | 0.00% | +10,977 | New |
| Occudo Quantitative Strategies LP | 11,286 | $289.4K | 0.02% | −951−7.8% | Reduced |
| Integrated Quantitative Investments LLC | 11,464 | $293.8K | 0.05% | 00.0% | Unchanged |
| Deutsche Bank AG | 11,918 | $305.5K | 0.00% | −508−4.1% | Reduced |
| Financial Connections Group, Inc. | 12,000 | $307.0K | 0.11% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 12,051 | $308.9K | 0.00% | +12,051 | New |
| Apella Capital, LLC | 12,000 | $316.9K | 0.00% | +12,000 | New |
| Franklin Resources Inc | 12,387 | $317.5K | 0.00% | −457−3.6% | Reduced |
| Fiduciary Financial Group, LLC | 14,069 | $360.6K | 0.05% | 00.0% | Unchanged |
| Princeton Capital Management LLC | 15,059 | $386.0K | 0.11% | +5,000+49.7% | Added |
| Bridge City Capital, LLC | 15,530 | $398.0K | 0.11% | −892−5.4% | Reduced |
| Squarepoint Ops LLC | 15,620 | $400.3K | 0.00% | +15,620 | New |
| Wells Fargo & Company | 17,150 | $439.6K | 0.00% | −10,932−38.9% | Reduced |
| State of Wisconsin Investment Board | 18,584 | $476.3K | 0.00% | +1,971+11.9% | Added |
| Rhumbline Advisers | 18,651 | $478.0K | 0.00% | −444−2.3% | Reduced |
| Stifel Financial Corp | 20,186 | $517.5K | 0.00% | +20,186 | New |
| Caldwell Sutter Capital, Inc. | 20,390 | $522.6K | 0.21% | 00.0% | Unchanged |
| SEI Investments Co | 22,011 | $564.1K | 0.00% | +12,914+142.0% | Added |
| Cerity Partners LLC | 22,439 | $575.1K | 0.00% | +16+0.1% | Added |
| XTX Topco Ltd | 22,905 | $587.1K | 0.01% | +14,131+161.1% | Added |
| Freestone Capital Holdings, LLC | 23,258 | $596.1K | 0.02% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 24,231 | $621.0K | 0.00% | −540−2.2% | Reduced |
| Invesco Ltd. | 25,233 | $646.7K | 0.00% | −997−3.8% | Reduced |
| Bank of America Corp | 25,590 | $655.9K | 0.00% | −6,906−21.3% | Reduced |
| Bridgeway Capital Management, LLC | 26,024 | $667.0K | 0.01% | −11,000−29.7% | Reduced |
| Barclays PLC | 27,388 | $702.0K | 0.00% | −20,100−42.3% | Reduced |
| SummerHaven Investment Management, LLC | 28,609 | $733.2K | 0.45% | −4,310−13.1% | Reduced |
| RBF Capital, LLC | 30,000 | $768.9K | 0.04% | 00.0% | Unchanged |
| Nuveen, LLC | 30,324 | $777.2K | 0.00% | +4,027+15.3% | Added |
| Private Wealth Partners, LLC | 36,983 | $947.9K | 0.07% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 37,672 | $965.5K | 0.00% | +37,672 | New |
| American Century Companies Inc | 38,542 | $987.8K | 0.00% | −466−1.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 39,224 | $1.01M | 0.00% | +3,330+9.3% | Added |
| Trexquant Investment LP | 39,957 | $1.02M | 0.01% | +3,294+9.0% | Added |