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 |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 4,042 | $112.0K | 0.00% | +354+9.6% | Added |
| Allworth Financial LP | 3,158 | $87.5K | 0.00% | +55+1.8% | Added |
| Parallel Advisors, LLC | 3,109 | $86.1K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 2,740 | $77.0K | 0.00% | +918+50.4% | Added |
| UBS Asset Management Americas Inc | 1,800 | $49.9K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,567 | $43.4K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,549 | $42.9K | 0.00% | +190+14.0% | Added |
| Great West Life Assurance Co | 1,459 | $40.0K | 0.00% | −109−7.0% | Reduced |
| Ameritas Investment Partners, Inc. | 1,196 | $33.1K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,126 | $31.2K | 0.00% | −151−11.8% | Reduced |
| Signaturefd, LLC | 1,091 | $30.2K | 0.00% | +17+1.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,003 | $27.8K | 0.00% | −259−20.5% | Reduced |
| Golden State Wealth Management, LLC | 1,000 | $27.7K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 792 | $21.9K | 0.00% | +5+0.6% | Added |
| The PNC Financial Services Group, Inc. | 523 | $14.5K | 0.00% | +29+5.9% | Added |
| EverSource Wealth Advisors, LLC | 471 | $13.0K | 0.00% | −90−16.0% | Reduced |
| Harbour Investments, Inc. | 400 | $11.1K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 333 | $9.19K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 302 | $8.37K | 0.00% | −186−38.1% | Reduced |
| Massmutual Trust Co FSB | 237 | $6.57K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 227 | $6.29K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 206 | $5.71K | 0.00% | −592−74.2% | Reduced |
| Private Wealth Management Group, LLC | 200 | $5.54K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 181 | $5.01K | 0.00% | −89−33.0% | Reduced |
| IFP Advisors, Inc | 165 | $4.57K | 0.00% | +100+153.8% | Added |
| Rothschild Investment LLC | 124 | $3.44K | 0.00% | +55+79.7% | Added |
| Farther Finance Advisors, LLC | 84 | $2.33K | 0.00% | +17+25.4% | Added |
| UMA Financial Services, Inc. | 75 | $2.08K | 0.00% | +7+10.3% | Added |
| Torren Management, LLC | 66 | $1.84K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 61 | $1.69K | 0.00% | −24−28.2% | Reduced |
| Optiver Holding B.V. | 36 | $997 | 0.00% | −112−75.7% | Reduced |
| Basecamp Wealth Advisors LLC | 33 | $914 | 0.00% | +11+50.0% | Added |
| Nisa Investment Advisors, LLC | 32 | $886 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 25 | $693 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 25 | $693 | 0.00% | +17+212.5% | Added |
| Caitong International Asset Management Co., Ltd | 9 | $249 | 0.00% | +9 | New |
| Advisor Group Holdings, Inc. | 8 | $222 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 4 | $111 | 0.00% | −11−73.3% | Reduced |
| SJS Investment Consulting Inc. | 4 | $111 | 0.00% | +4 | New |
| IMG Wealth Management, Inc. | 3 | $83 | 0.00% | +3 | New |
| Cullen/Frost Bankers, Inc. | 1 | $35 | 0.00% | −22−95.7% | Reduced |
| Avion Wealth | 24 | $0 | 0.00% | 00.0% | Unchanged |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −632,000−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −42,071−100.0% | Sold out |
| Fourthstone LLC | 0 | $0 | 0.00% | −41,834−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −12,387−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −12,051−100.0% | Sold out |
| Integrated Quantitative Investments LLC | 0 | $0 | 0.00% | −11,464−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −10,977−100.0% | Sold out |
| Cornerstone Investment Partners, LLC | 0 | $0 | 0.00% | −8,887−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −2,455−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −823−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −656−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Financial Connections Group, Inc. | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| Red Tortoise LLC | – | – | – | – | Not filed |