Bank of Marin Bancorp (BMRC) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

16,012,766Shares Outstanding

816,164Shares held by institutions

$22,387,379Value of institutional holdings

63.04%Institutional ownership %

1.39%Shares Changed QoQ

128No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Recent 13F filings as of December 2025 show that 128 institutional investors hold a position in Bank of Marin Bancorp (NASDAQ:BMRC).

The collective stake of institutional investors in Bank of Marin Bancorp moved to 63.0% in December 2025, a shift down from the 64.0% reported for September 2025.
On a quarter-over-quarter basis, institutional holdings shifted by 1.39%, with a year-over-year an increase of 7.56% in the count of filers.
The latest 13F cycle for Bank of Marin Bancorp reveals that of 128 total investors, 52 funds grew their exposure, whereas 41 reduced theirs and 35 made no changes.
Collectively, institutional investors increased their stake in Bank of Marin Bancorp to 10.09Mn shares as of December 2025, a change that is up by 137.96K shares quarter on quarter and up 767.82K shares year over year.
BlackRock, Inc. continues to be the largest institutional holder of Bank of Marin Bancorp as of December 31, 2025, with a position of 1.42Mn shares, representing 8.87% of the company's outstanding stock.
Among the most significant buyers of Bank of Marin Bancorp during December 2025 were HEARTLAND ADVISORS INC (199.57K), Westmount Partners, LLC (114.56K), Bank of Marin (81.66K), CITADEL ADVISORS LLC (62.84K), RBF Capital, LLC (29.91K).
Leading sellers of Bank of Marin Bancorp stock in December 2025 included Fourthstone LLC (213.03K), UBS Group AG (126.79K), BRIDGEWAY CAPITAL MANAGEMENT, LLC (66.28K), WELLINGTON MANAGEMENT GROUP LLP (20.89K), DIMENSIONAL FUND ADVISORS LP (16.77K).
The top 10 institutional holders of Bank of Marin Bancorp for the quarter ending December 2025 included BlackRock, Inc. (1.42Mn), WELLINGTON MANAGEMENT GROUP LLP (922.64K), VANGUARD GROUP INC (843.18K), DIMENSIONAL FUND ADVISORS LP (770.82K), ALLIANCEBERNSTEIN L.P. (659.96K), HoldCo Asset Management, LP (504.41K), MANUFACTURERS LIFE INSURANCE COMPANY, THE (450.05K), GEODE CAPITAL MANAGEMENT, LLC (385.83K), AMERIPRISE FINANCIAL INC (381.56K), STATE STREET CORP (336.80K).

128 Institutional Holders

816,164 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	1,421,049	-5,669	-0.40%	$36,961,473.00
WELLINGTON MANAGEMENT GROUP LLP	31 Dec, 2025	922,642	-20,892	-2.21%	$23,997,918.00
VANGUARD GROUP INC	31 Dec, 2025	843,183	4,560	0.54%	$21,931,190.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	770,817	-16,767	-2.13%	$20,049,495.00
ALLIANCEBERNSTEIN L.P.	31 Dec, 2025	659,962	-13,556	-2.01%	$17,165,612.00
HoldCo Asset Management, LP	31 Dec, 2025	504,411	0	0.00%	$13,119,730.00
MANUFACTURERS LIFE INSURANCE COMPANY, THE	31 Dec, 2025	450,054	-2,813	-0.62%	$11,705,905.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	385,827	13,258	3.56%	$10,037,627.00
AMERIPRISE FINANCIAL INC	31 Dec, 2025	381,555	3,490	0.92%	$9,924,246.00
STATE STREET CORP	31 Dec, 2025	336,797	-13,029	-3.72%	$8,760,090.00
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	31 Dec, 2025	270,166	-3,100	-1.13%	$7,027,018.00
MORGAN STANLEY	31 Dec, 2025	262,196	29,394	12.63%	$6,819,772.00
HEARTLAND ADVISORS INC	31 Dec, 2025	199,570	199,570	0.00%	$5,190,816.00
TWO SIGMA INVESTMENTS, LP	31 Dec, 2025	139,667	15,878	12.83%	$3,632,739.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	129,013	-95	-0.07%	$3,355,628.00
KENNEDY CAPITAL MANAGEMENT LLC	31 Dec, 2025	121,048	-753	-0.62%	$3,148,458.00
AQR CAPITAL MANAGEMENT LLC	31 Dec, 2025	118,137	10,041	9.29%	$3,072,745.00
ACADIAN ASSET MANAGEMENT LLC	31 Dec, 2025	118,050	5,256	4.66%	$3,069.00
NORTHERN TRUST CORP	31 Dec, 2025	117,329	-6,866	-5.53%	$3,051,728.00
Westmount Partners, LLC	31 Dec, 2025	114,559	114,559	0.00%	$2,979,680.00

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