Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in BMRC held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 1.4M | $35.9M | -1.4% | 8.692% | 0.00% |
| 2 | DIMENSIONAL FUND ADVISORS LP | 803K | $20.6M | +4.2% | 4.979% | 0.00% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 643K | $16.5M | β | 3.985% | 0.00% |
| 4 | ALLIANCEBERNSTEIN L.P. | 623K | $16.2M | -5.6% | 3.864% | 0.01% |
| 5 | WELLINGTON MANAGEMENT GROUP LLP | 632K | $16.2M | -31.5% | 3.919% | 0.00% |
| 6 | HoldCo Asset Management, L.P. | 504K | $12.9M | 0.0% | 3.128% | 0.96% |
| 7 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 459K | $11.8M | +1.9% | 2.845% | 0.01% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 390K | $10.0M | +1.2% | 2.420% | 0.00% |
| 9 | AMERIPRISE FINANCIAL INC | 375K | $9.6M | -1.8% | 2.325% | 0.00% |
| 10 | STATE STREET CORP | 340K | $8.7M | +0.9% | 2.108% | 0.00% |
| 11 | TWO SIGMA INVESTMENTS, LP | 267K | $6.8M | +90.9% | 1.653% | 0.01% |
| 12 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 261K | $6.7M | -3.5% | 1.616% | 0.02% |
| 13 | HEARTLAND ADVISORS INC | 250K | $6.4M | +25.3% | 1.550% | 0.33% |
| 14 | MORGAN STANLEY | 240K | $6.2M | -8.3% | 1.491% | 0.00% |
| 15 | UBS Group AG | 200K | $5.1M | +401.4% | 1.238% | 0.00% |
| 16 | CITADEL ADVISORS LLC | 179K | $4.6M | +184.5% | 1.108% | 0.00% |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 125K | $3.2M | -2.8% | 0.777% | 0.00% |
| 18 | NORTHERN TRUST CORP | 125K | $3.2M | +6.7% | 0.776% | 0.00% |
| 19 | KENNEDY CAPITAL MANAGEMENT, INC. | 123K | $3.2M | +1.8% | 0.764% | 0.07% |
| 20 | RENAISSANCE TECHNOLOGIES LLC | 119K | $3.1M | +25.3% | 0.740% | 0.00% |
| 21 | AQR CAPITAL MANAGEMENT LLC | 118K | $3.0M | -0.4% | 0.730% | 0.00% |
| 22 | Westmount Partners, LLC | 115K | $3.0M | +0.8% | 0.716% | 0.73% |
| 23 | VANGUARD PORTFOLIO MANAGEMENT LLC | 110K | $2.8M | β | 0.685% | 0.00% |
| 24 | VANGUARD FIDUCIARY TRUST CO | 107K | $2.7M | β | 0.662% | 0.00% |
| 25 | Bank of Marin | 97K | $2.5M | -6.7% | 0.602% | 1.81% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in BMRC β a direct measure of their conviction.
Filings activity in BMRC during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 137 | +3.0% | 62.88% | +1.55 pp | $266M | +2.5% |
| Q4 2025 | 133 | 0.7% | 61.33% | +4.48 pp | $260M | +7.9% |
| Q3 2025 | 134 | +14% | 56.85% | +4.46 pp | $241M | +8.5% |
| Q2 2025 | 118 | 4.8% | 52.39% | +3.63 pp | $222M | +7.5% |
| Q1 2025 | 124 | +4.2% | 48.76% | 1.45 pp | $207M | 2.9% |
| Q4 2024 | 119 | +10% | 50.21% | +9.81 pp | $213M | +24% |
| Q3 2024 | 108 | +13% | 40.40% | +7.46 pp | $171M | +23% |
| Q2 2024 | 96 | β | 32.94% | β | $140M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying BMRC stock.
Based on Q1 2026 13F filings, institutional ownership of Bank of Marin Bancorp stands at 62.9%, held across 137 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of BMRC, with approximately 1,401,775 shares worth $0.04B as of Q1 2026.
Yes β 3 widely-followed marquee investors appear among the top 25 institutional holders of BMRC, including TWO SIGMA INVESTMENTS, LP, CITADEL ADVISORS LLC, RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for BMRC is 73 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
18 institutions opened new positions in BMRC during Q1 2026, while 14 fully exited. 38 added to existing positions and 80 trimmed.
BMRC institutional ownership rose by 1.55 percentage points quarter-over-quarter, with a net change of +4 holders.
The top 10 institutions account for 59.4% of all reported 13F value in BMRC, and the top 25 account for 82.9%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Bank of Marin Bancorp (BMRC) Institutional Ownership