Bank of Marin Bancorp - BMRC

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BlackRock, Inc. History No change 1,600,224 44,326 0.0% 0.0% 1 0 0.0% Q2 2026 Aug 07, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 657,941 18,224 0.0% 0.0% 2 0 0.0% Q2 2026 Aug 13, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 633,755 17,162 0.0% 0.0% 3 -46,484 -6.83% Q3 2026 Nov 04, 2026
ALLIANCEBERNSTEIN L.P. History No change 613,724 15,729 0.01% 0.01% 4 0 0.0% Q2 2026 Aug 14, 2026
HoldCo Asset Management, LP History No change 504,411 13,972 0.9% 0.9% 5 0 0.0% Q2 2026 Aug 13, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 456,401 12,642 0.01% 0.01% 6 0 0.0% Q2 2026 Sep 09, 2026
AMERIPRISE FINANCIAL INC History No change 420,473 11,647 0.0% 0.0% 7 0 0.0% Q2 2026 Aug 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 413,173 11,447 0.0% 0.0% 8 0 0.0% Q2 2026 Aug 12, 2026
TWO SIGMA INVESTMENTS, LP History No change 361,575 10,015 0.01% 0.01% 9 0 0.0% Q2 2026 Aug 14, 2026
STATE STREET CORP History No change 344,314 9,537 0.0% 0.0% 10 0 0.0% Q2 2026 Sep 22, 2026
HEARTLAND ADVISORS INC History No change 325,508 9,016 0.4% 0.4% 11 0 0.0% Q2 2026 Aug 11, 2026
ALGEBRIS (UK) LTD History No change 293,040 8,091 0.53% 0.53% 12 0 0.0% Q2 2026 Aug 11, 2026
MORGAN STANLEY History No change 271,960 7,533 0.0% 0.0% 13 0 0.0% Q2 2026 Aug 13, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC History No change 264,196 7,318 0.02% 0.02% 14 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 255,290 7,071 0.0% 0.0% 15 0 0.0% Q2 2026 Sep 02, 2026
Qube Research & Technologies Ltd History No change 183,331 5,078 0.0% 0.0% 16 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 168,484 4,667 0.0% 0.0% 17 0 0.0% Q2 2026 Aug 14, 2026
DEPRINCE RACE & ZOLLO INC History New 154,689 4,188 0.07% — 18 +154,689 New Q3 2026 Oct 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 137,428 3,806 0.0% 0.0% 19 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 134,145 3,715 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 13, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 132,381 3,666 0.01% 0.01% 21 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 124,798 3,456 0.0% 0.0% 22 0 0.0% Q2 2026 Aug 13, 2026
KENNEDY CAPITAL MANAGEMENT LLC History No change 120,894 3,348 0.06% 0.06% 23 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History Added to 119,788 3,243 0.0% 0.0% 24 +53,587 80.95% Q3 2026 Nov 02, 2026
Westmount Partners, LLC History No change 115,484 3,198 0.7% 0.7% 25 0 0.0% Q2 2026 Jul 07, 2026
VANGUARD FIDUCIARY TRUST CO History No change 105,638 2,926 0.0% 0.0% 26 0 0.0% Q2 2026 Aug 13, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 99,891 2,766 0.01% 0.01% 27 0 0.0% Q2 2026 Aug 13, 2026
Bank of Marin History No change 97,046 2,688 1.87% 1.87% 28 0 0.0% Q2 2026 Aug 13, 2026
ALGERT GLOBAL LLC History No change 92,918 2,573 0.03% 0.03% 29 0 0.0% Q2 2026 Aug 13, 2026
Quantinno Capital Management LP History No change 90,470 2,506 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History No change 90,029 2,493 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 79,941 2,214 0.0% 0.0% 32 0 0.0% Q2 2026 Aug 06, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 79,090 2,190 0.03% 0.03% 33 0 0.0% Q2 2026 Aug 14, 2026
D. E. Shaw & Co., Inc. History No change 72,691 2,013 0.0% 0.0% 34 0 0.0% Q2 2026 Aug 14, 2026
MARSHALL WACE, LLP History No change 72,258 2,001 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 13, 2026
PMC FIG Opportunities LLC History No change 70,959 1,965 3.13% 3.13% 36 0 0.0% Q2 2026 Aug 14, 2026
Fisher Asset Management, LLC History No change 68,966 1,910 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 04, 2026
Trexquant Investment LP History No change 53,272 1,475 0.01% 0.01% 38 0 0.0% Q2 2026 Aug 14, 2026
Point72 Asset Management, L.P. History No change 40,302 1,116 0.0% 0.0% 39 0 0.0% Q2 2026 Aug 14, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 40,253 1,115 0.0% 0.0% 40 0 0.0% Q2 2026 Aug 12, 2026
AMERICAN CENTURY COMPANIES INC History No change 38,357 1,062 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 12, 2026
Private Wealth Partners, LLC History No change 36,983 1,001 0.07% 0.07% 42 0 0.0% Q3 2026 Oct 22, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 34,641 959 0.01% 0.01% 43 0 0.0% Q2 2026 Aug 14, 2026
MILLENNIUM MANAGEMENT LLC History No change 32,876 910 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 14, 2026
Squarepoint Ops LLC History No change 32,763 907 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 30,324 839 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 11, 2026
RBF Capital, LLC History No change 30,000 831 0.03% 0.03% 47 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History No change 26,963 746 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 14, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 26,006 719 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 13, 2026
Y-Intercept (Hong Kong) Ltd History New 26,306 712 0.02% — 50 +26,306 New Q3 2026 Oct 16, 2026
BANK OF AMERICA CORP /DE/ History No change 24,474 677 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 14, 2026
Wealthspire Advisors, LLC History No change 24,231 671 0.0% 0.0% 52 0 0.0% Q2 2026 Aug 11, 2026
WELLS FARGO & COMPANY/MN History No change 23,847 660 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 23,622 654 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 13, 2026
Freestone Capital Holdings, LLC History No change 23,258 644 0.02% 0.02% 55 0 0.0% Q2 2026 Jul 31, 2026
Cerity Partners LLC History No change 23,054 638 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 14, 2026
PRUDENTIAL FINANCIAL INC History No change 22,672 628 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 12, 2026
Invesco Ltd. History No change 21,890 606 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 14, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 20,390 564 0.21% 0.21% 59 0 0.0% Q2 2026 Aug 05, 2026
STIFEL FINANCIAL CORP History No change 20,242 560 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 12, 2026
XTX Topco Ltd History No change 20,165 558 0.01% 0.01% 61 0 0.0% Q2 2026 Aug 14, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 19,254 533 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 14, 2026
RHUMBLINE ADVISERS History No change 18,801 520 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 11, 2026
LPL Financial LLC History No change 18,113 501 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 07, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History No change 15,047 416 0.01% 0.01% 65 0 0.0% Q2 2026 Aug 14, 2026
PRINCETON CAPITAL MANAGEMENT LLC History No change 15,059 407 0.09% 0.09% 66 0 0.0% Q3 2026 Oct 27, 2026
SEI INVESTMENTS CO History No change 14,619 404 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History No change 14,609 404 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 07, 2026
Bridge City Capital, LLC History No change 14,170 383 0.08% 0.09% 69 0 0.0% Q3 2026 Oct 29, 2026
IEQ CAPITAL, LLC History No change 13,710 379 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 11, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 13,204 358 0.0% 0.0% 71 +3,847 41.11% Q3 2026 Oct 13, 2026
Russell Investments Group, Ltd. History No change 12,685 351 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 06, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 12,458 346 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 14, 2026
PANAGORA ASSET MANAGEMENT INC History No change 12,375 342 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 06, 2026
R Squared Ltd History No change 12,207 338 0.18% 0.18% 75 0 0.0% Q2 2026 Aug 05, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 12,027 333 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 13, 2026
Apella Capital, LLC History Added to 12,107 325 0.0% 0.0% 77 +107 0.89% Q3 2026 Oct 08, 2026
FIDUCIARY FINANCIAL GROUP, LLC History Reduced 12,000 324 0.04% 0.04% 78 -2,069 -14.71% Q3 2026 Oct 13, 2026
CITIGROUP INC History Added to 11,311 306 0.0% 0.0% 79 +4,393 63.5% Q3 2026 Nov 04, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History Added to 11,005 298 0.03% 0.02% 80 +849 8.36% Q3 2026 Oct 26, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 10,189 282 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 14, 2026
Brevan Howard Capital Management LP History No change 10,175 281 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 10,033 277 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 19, 2026
Atom Investors LP History No change 9,502 263 0.02% 0.02% 84 0 0.0% Q2 2026 Aug 14, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History No change 9,348 258 0.01% 0.01% 85 0 0.0% Q2 2026 Aug 13, 2026
Susquehanna Portfolio Strategies, LLC History No change 9,303 257 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 14, 2026
KCM INVESTMENT ADVISORS LLC History No change 9,240 250 0.01% 0.01% 87 0 0.0% Q3 2026 Oct 27, 2026
WULFF, HANSEN & CO. History No change 8,542 236 0.18% 0.18% 88 0 0.0% Q2 2026 Aug 05, 2026
MAI Capital Management History No change 8,424 233 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 14, 2026
MetLife Investment Management, LLC History No change 8,227 227 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 13, 2026
BLAIR WILLIAM & CO/IL History No change 7,603 210 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 11, 2026
JPMORGAN CHASE & CO History No change 7,242 199 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 12, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 6,895 190 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Global Advisers, LLC History No change 6,521 180 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 13, 2026
US BANCORP \DE\ History No change 5,936 164 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 12, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 5,933 164 0.0% 0.0% 96 0 0.0% Q2 2026 Jul 29, 2026
Arax Advisory Partners History No change 4,946 137 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 10, 2026
FMR LLC History No change 4,247 117 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 13, 2026
Police & Firemen's Retirement System of New Jersey History No change 4,134 114 0.0% 0.0% 99 0 0.0% Q2 2026 Jul 23, 2026
Rockefeller Capital Management L.P. History No change 4,042 111 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 13, 2026
Allworth Financial LP History No change 3,158 87 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 11, 2026
Parallel Advisors, LLC History No change 3,109 84 0.0% 0.0% 102 0 0.0% Q3 2026 Nov 03, 2026
DeDora Capital, Inc. History New 2,854 77 0.02% — 104 +2,854 New Q3 2026 Oct 26, 2026
ROYAL BANK OF CANADA History No change 2,740 77 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 1,800 49 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 13, 2026
Legal & General Group Plc History No change 1,549 42 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 14, 2026
Versant Capital Management, Inc History No change 1,567 42 0.0% 0.0% 107 0 0.0% Q3 2026 Oct 01, 2026
CANADA LIFE ASSURANCE Co History No change 1,459 40 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 13, 2026
SIGNATUREFD, LLC History Added to 1,226 33 0.0% 0.0% 110 +135 12.37% Q3 2026 Oct 23, 2026
Ameritas Investment Partners, Inc. History No change 1,196 33 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 13, 2026
Tower Research Capital LLC (TRC) History No change 1,126 31 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 11, 2026
Pinnacle Wealth Planning Services, Inc. History No change 1,003 27 0.0% 0.0% 112 0 0.0% Q3 2026 Oct 27, 2026
Golden State Wealth Management, LLC History No change 1,000 27 0.0% 0.0% 113 0 0.0% Q3 2026 Nov 02, 2026
GAMMA Investing LLC History Added to 922 24 0.0% 0.0% 114 +130 16.41% Q3 2026 Oct 08, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 523 14 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 07, 2026
EverSource Wealth Advisors, LLC History Added to 484 13 0.0% 0.0% 116 +13 2.76% Q3 2026 Nov 04, 2026
HARBOUR INVESTMENTS, INC. History No change 400 11 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 12, 2026
Smartleaf Asset Management LLC History No change 333 9 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 12, 2026
Sterling Capital Management LLC History Added to 307 8 0.0% 0.0% 119 +5 1.66% Q3 2026 Oct 22, 2026
IFP Advisors, Inc History Added to 275 7 0.0% 0.0% 120 +110 66.67% Q3 2026 Oct 16, 2026
FIFTH THIRD BANCORP History No change 227 6 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 05, 2026
Essential Partners LLC History Added to 203 5 0.0% 0.0% 126 +22 12.15% Q3 2026 Oct 14, 2026
Private Wealth Management Group, LLC History Reduced 186 5 0.0% 0.0% 125 -14 -7.0% Q3 2026 Oct 19, 2026
GROUP ONE TRADING LLC History No change 200 5 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 13, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 206 5 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 24, 2026
SIMPLEX TRADING, LLC History No change 200 5 0.0% 0.0% 124 0 0.0% Q3 2026 Nov 04, 2026
Farther Finance Advisors, LLC History Added to 162 4 0.0% 0.0% 127 +78 92.86% Q3 2026 Oct 08, 2026
ROTHSCHILD INVESTMENT LLC History No change 124 3 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 06, 2026
SJS Investment Consulting Inc. History Added to 105 2 0.0% — 129 +101 2525.0% Q3 2026 Oct 26, 2026
Physician Wealth Advisors, Inc. History Reduced 52 1 0.0% 0.0% 131 -23 -30.67% Q3 2026 Oct 20, 2026
True Wealth Design, LLC History Added to 47 1 0.0% — 133 +22 88.0% Q3 2026 Oct 13, 2026
Parkside Financial Bank & Trust History Added to 40 1 0.0% — 130 +15 60.0% Q3 2026 Oct 27, 2026
Fortitude Family Office, LLC History No change 61 1 0.0% 0.0% 132 0 0.0% Q3 2026 Oct 14, 2026
Torren Management, LLC History No change 66 1 0.0% 0.0% 134 0 0.0% Q3 2026 Oct 29, 2026
Perigon Wealth Management, LLC History Closed out 0 0 — 0.03% — -60,887 -100.0% Q3 2026 Oct 22, 2026
SummerHaven Investment Management, LLC History Closed out 0 0 — 0.42% — -28,609 -100.0% Q3 2026 Oct 19, 2026
CHOREO, LLC History Closed out 0 0 — 0.0% — -9,094 -100.0% Q3 2026 Oct 28, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 23 0 — 0.0% — -214 -90.3% Q3 2026 Oct 05, 2026
Root Financial Partners, LLC History New 29 0 — — — +29 New Q3 2026 Oct 21, 2026
Avion Wealth History Closed out 0 0 — — — -24 -100.0% Q3 2026 Nov 03, 2026
Breakwater Investment Management History New 14 0 — — — +14 New Q3 2026 Oct 20, 2026
CULLEN/FROST BANKERS, INC. History No change 1 0 — — — 0 0.0% Q3 2026 Oct 28, 2026
NISA INVESTMENT ADVISORS, LLC History No change 32 0 — — — 0 0.0% Q3 2026 Oct 20, 2026
OSAIC HOLDINGS, INC. History No change 8 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
SBI Securities Co., Ltd. History No change 4 0 — — — 0 0.0% Q3 2026 Oct 21, 2026
Optiver Holding B.V. History No change 36 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Caitong International Asset Management Co., Ltd History No change 9 0 — — — 0 0.0% Q3 2026 Oct 29, 2026
IMG Wealth Management, Inc. History No change 3 0 — — — 0 0.0% Q3 2026 Oct 26, 2026
Basecamp Wealth Advisors LLC History No change 33 0 — — — 0 0.0% Q2 2026 Aug 14, 2026