Bank of Marin Bancorp (BMRC) Institutional Ownership

Ownership Summary

Bank of Marin Bancorp (NASDAQ:BMRC) currently has 11 active institutional owners and shareholders as of today (December 2025), that have filed 13F forms with the Securities Exchange Commission (SEC).

• Bank of Marin Bancorp saw its institutional ownership percentage fell to 1.2% in December 2025 from 64.0% in September 2025.
• On a quarter-over-quarter basis, institutional holdings shifted by 147.59%, with a year-over-year a decrease of 90.76% in the count of filers.
• A review of institutional activity for Bank of Marin Bancorp shows 4 of 11 filers increasing their positions, while 2 reduced their stake, and 5 remained unchanged.
• This class of investors increased its holdings in Bank of Marin Bancorp to 198.89K shares for the 13F-cycle ending December 2025, up by 118.56K shares quarter on quarter, and down 9.13Mn shares year over year.
• As of December 31, 2025, Westmount Partners, LLC held Bank of Marin Bancorp's largest shareholding position with over 114.56K shares, representing 0.72% of total outstanding shares.
• Among the most significant buyers of Bank of Marin Bancorp during December 2025 were Westmount Partners, LLC (114.56K), SG Americas Securities, LLC (4.41K), GAMMA Investing LLC (51), True Wealth Design, LLC (1).
• Leading sellers of Bank of Marin Bancorp stock in December 2025 included Perigon Wealth Management, LLC (453), SIGNATUREFD, LLC (8).
• The top 10 institutional holders of Bank of Marin Bancorp for the quarter ending December 2025 included Westmount Partners, LLC (114.56K), Perigon Wealth Management, LLC (61.30K), FIDUCIARY FINANCIAL GROUP, LLC (14.07K), SG Americas Securities, LLC (4.41K), Versant Capital Management, Inc (1.57K), SIGNATUREFD, LLC (1.12K), NISA INVESTMENT ADVISORS, LLC (844), GAMMA Investing LLC (689), MassMutual Private Wealth & Trust, FSB (237), Fortitude Family Office, LLC (85).