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 2026
Institutional positions in Bank of Marin Bancorp as of Jun 30, 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
- 142
- +5 vs. Q1 2026
- Shares held
- 10.9M
- +349.3K (+3.3%) vs. Q1 2026
- Total value
- $299.8M
- +$29.9M (+11.1%) vs. Q1 2026
- New holders
- 17
- 55 more added
- Sold out
- 12
- 34 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding Bank of Marin Bancorp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 24 | $0 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1 | $35 | 0.00% | −22−95.7% | Reduced |
| IMG Wealth Management, Inc. | 3 | $83 | 0.00% | +3 | New |
| SBI Securities Co., Ltd. | 4 | $111 | 0.00% | −11−73.3% | Reduced |
| SJS Investment Consulting Inc. | 4 | $111 | 0.00% | +4 | New |
| Advisor Group Holdings, Inc. | 8 | $222 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 9 | $249 | 0.00% | +9 | New |
| Parkside Financial Bank & Trust | 25 | $693 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 25 | $693 | 0.00% | +17+212.5% | Added |
| Nisa Investment Advisors, LLC | 32 | $886 | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 33 | $914 | 0.00% | +11+50.0% | Added |
| Optiver Holding B.V. | 36 | $997 | 0.00% | −112−75.7% | Reduced |
| Fortitude Family Office, LLC | 61 | $1.69K | 0.00% | −24−28.2% | Reduced |
| Torren Management, LLC | 66 | $1.84K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 75 | $2.08K | 0.00% | +7+10.3% | Added |
| Farther Finance Advisors, LLC | 84 | $2.33K | 0.00% | +17+25.4% | Added |
| Rothschild Investment LLC | 124 | $3.44K | 0.00% | +55+79.7% | Added |
| IFP Advisors, Inc | 165 | $4.57K | 0.00% | +100+153.8% | Added |
| Essential Partners LLC | 181 | $5.01K | 0.00% | −89−33.0% | Reduced |
| Private Wealth Management Group, LLC | 200 | $5.54K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 206 | $5.71K | 0.00% | −592−74.2% | Reduced |
| Fifth Third Bancorp | 227 | $6.29K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 237 | $6.57K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 302 | $8.37K | 0.00% | −186−38.1% | Reduced |
| Smartleaf Asset Management LLC | 333 | $9.19K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 400 | $11.1K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 471 | $13.0K | 0.00% | −90−16.0% | Reduced |
| The PNC Financial Services Group, Inc. | 523 | $14.5K | 0.00% | +29+5.9% | Added |
| GAMMA Investing LLC | 792 | $21.9K | 0.00% | +5+0.6% | Added |
| Golden State Wealth Management, LLC | 1,000 | $27.7K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,003 | $27.8K | 0.00% | −259−20.5% | Reduced |
| Signaturefd, LLC | 1,091 | $30.2K | 0.00% | +17+1.6% | Added |
| Tower Research Capital LLC (TRC) | 1,126 | $31.2K | 0.00% | −151−11.8% | Reduced |
| Ameritas Investment Partners, Inc. | 1,196 | $33.1K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 1,459 | $40.0K | 0.00% | −109−7.0% | Reduced |
| Legal & General Group Plc | 1,549 | $42.9K | 0.00% | +190+14.0% | Added |
| Versant Capital Management, Inc | 1,567 | $43.4K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 1,800 | $49.9K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 2,740 | $77.0K | 0.00% | +918+50.4% | Added |
| Parallel Advisors, LLC | 3,109 | $86.1K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 3,158 | $87.5K | 0.00% | +55+1.8% | Added |
| Rockefeller Capital Management L.P. | 4,042 | $112.0K | 0.00% | +354+9.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 4,134 | $114.5K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 4,247 | $117.7K | 0.00% | +363+9.3% | Added |
| SRS Capital Advisors, Inc. | 4,946 | $137.0K | 0.00% | +4,604+1,346.2% | Added |
| New York State Common Retirement Fund | 5,933 | $164.3K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 5,936 | $164.4K | 0.00% | +393+7.1% | Added |
| Vanguard Global Advisers, LLC | 6,521 | $180.6K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 6,895 | $191.0K | 0.00% | −113−1.6% | Reduced |
| Citigroup Inc | 6,918 | $191.6K | 0.00% | +6,233+909.9% | Added |
| JPMorgan Chase & Co | 7,242 | $199.8K | 0.00% | −136−1.8% | Reduced |
| Blair William & Co | 7,603 | $210.6K | 0.00% | +7,603 | New |
| MetLife Investment Management | 8,227 | $227.9K | 0.00% | −690−7.7% | Reduced |
| MAI Capital Management | 8,424 | $233.3K | 0.00% | +1,318+18.5% | Added |
| Wulff, Hansen & Co. | 8,542 | $236.6K | 0.18% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 9,094 | $251.9K | 0.00% | +9,094 | New |
| KCM Investment Advisors LLC | 9,240 | $255.9K | 0.01% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 9,303 | $257.7K | 0.00% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 9,348 | $258.9K | 0.01% | −1,938−17.2% | Reduced |
| Atom Investors LP | 9,502 | $263.2K | 0.02% | +9,502 | New |
| Wealth Enhancement Advisory Services, LLC | 9,357 | $266.2K | 0.00% | +9,357 | New |
| Mercer Global Advisors Inc | 10,033 | $277.9K | 0.00% | +10,033 | New |
| Lodestar Private Asset Management LLC | 10,156 | $281.3K | 0.02% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 10,175 | $281.8K | 0.00% | +10,175 | New |
| Thrivent Financial for Lutherans | 10,189 | $282.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 12,027 | $333.1K | 0.00% | +8,824+275.5% | Added |
| R Squared Ltd | 12,207 | $338.1K | 0.18% | +12,207 | New |
| Apella Capital, LLC | 12,000 | $340.9K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 12,375 | $342.8K | 0.00% | +12,375 | New |
| Price T Rowe Associates Inc | 12,458 | $346.0K | 0.00% | +2,342+23.2% | Added |
| Russell Investments Group, Ltd. | 12,685 | $351.4K | 0.00% | +11,549+1,016.6% | Added |
| Ieq Capital, LLC | 13,710 | $379.8K | 0.00% | +4,677+51.8% | Added |
| Fiduciary Financial Group, LLC | 14,069 | $389.7K | 0.04% | 00.0% | Unchanged |
| Bridge City Capital, LLC | 14,170 | $392.5K | 0.09% | −1,360−8.8% | Reduced |
| Deutsche Bank AG | 14,609 | $404.7K | 0.00% | +2,691+22.6% | Added |
| SEI Investments Co | 14,619 | $405.0K | 0.00% | −7,392−33.6% | Reduced |
| Bridgeway Capital Management, LLC | 15,047 | $416.8K | 0.01% | −10,977−42.2% | Reduced |
| Princeton Capital Management LLC | 15,059 | $417.1K | 0.09% | 00.0% | Unchanged |
| LPL Financial LLC | 18,113 | $501.7K | 0.00% | +18,113 | New |
| Rhumbline Advisers | 18,801 | $520.8K | 0.00% | +150+0.8% | Added |
| State of Wisconsin Investment Board | 19,254 | $533.3K | 0.00% | +670+3.6% | Added |
| XTX Topco Ltd | 20,165 | $558.6K | 0.01% | −2,740−12.0% | Reduced |
| Stifel Financial Corp | 20,242 | $560.6K | 0.00% | +56+0.3% | Added |
| Caldwell Sutter Capital, Inc. | 20,390 | $564.8K | 0.21% | 00.0% | Unchanged |
| Invesco Ltd. | 21,890 | $606.4K | 0.00% | −3,343−13.2% | Reduced |
| Prudential Financial Inc | 22,672 | $628.0K | 0.00% | −56,400−71.3% | Reduced |
| Cerity Partners LLC | 23,054 | $638.6K | 0.00% | +615+2.7% | Added |
| Freestone Capital Holdings, LLC | 23,258 | $644.2K | 0.02% | 00.0% | Unchanged |
| UBS Group AG | 23,622 | $654.3K | 0.00% | −176,055−88.2% | Reduced |
| Wells Fargo & Company | 23,847 | $660.6K | 0.00% | +6,697+39.0% | Added |
| Wealthspire Advisors, LLC | 24,231 | $671.2K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 24,474 | $677.9K | 0.00% | −1,116−4.4% | Reduced |
| Acadian Asset Management LLC | 26,006 | $719.0K | 0.00% | −84,936−76.6% | Reduced |
| Barclays PLC | 26,963 | $746.9K | 0.00% | −425−1.6% | Reduced |
| SummerHaven Investment Management, LLC | 28,609 | $792.5K | 0.42% | 00.0% | Unchanged |
| RBF Capital, LLC | 30,000 | $831.0K | 0.03% | 00.0% | Unchanged |
| Nuveen, LLC | 30,324 | $840.0K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 32,763 | $907.5K | 0.00% | +17,143+109.8% | Added |
| Millennium Management LLC | 32,876 | $910.7K | 0.00% | −13,674−29.4% | Reduced |
| United Capital Financial Advisers, LLC | 34,641 | $959.6K | 0.01% | −16,301−32.0% | Reduced |