Bank of Marin Bancorp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 02/12/2026 | 1.42 M | $36.96 M | -0.40% | 8.94% |
| WELLINGTON MANAGEMENT GROUP LLP | 02/17/2026 | 922.64 K | $24.00 M | -2.21% | 5.80% |
| VANGUARD GROUP INC | 01/29/2026 | 843.18 K | $21.93 M | 0.54% | 5.30% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 770.82 K | $20.05 M | -2.13% | 4.85% |
| ALLIANCEBERNSTEIN L.P. | 02/17/2026 | 659.96 K | $17.17 M | -2.01% | 4.15% |
| HOLDCO ASSET MANAGEMENT, LP | 02/12/2026 | 504.41 K | $13.12 M | 0.00% | 3.17% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 02/13/2026 | 450.05 K | $11.71 M | -0.62% | 2.83% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 385.83 K | $10.04 M | 3.56% | 2.43% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 381.56 K | $9.92 M | 0.92% | 2.40% |
| STATE STREET CORP | 02/13/2026 | 336.80 K | $8.76 M | -3.72% | 2.12% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 02/17/2026 | 270.17 K | $7.03 M | -1.13% | 1.70% |
| MORGAN STANLEY | 02/13/2026 | 262.20 K | $6.82 M | 12.63% | 1.65% |
| HEARTLAND ADVISORS INC | 02/11/2026 | 199.57 K | $5.19 M | 100.00% | 1.26% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 139.67 K | $3.63 M | 12.83% | 0.88% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 129.01 K | $3.36 M | -0.07% | 0.81% |
| KENNEDY CAPITAL MANAGEMENT LLC | 02/13/2026 | 121.05 K | $3.15 M | -0.62% | 0.76% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 118.14 K | $3.07 M | 9.29% | 0.74% |
| ACADIAN ASSET MANAGEMENT LLC | 02/10/2026 | 118.05 K | $3.07 M | 4.66% | 0.74% |
| NORTHERN TRUST CORP | 02/17/2026 | 117.33 K | $3.05 M | -5.53% | 0.74% |
| WESTMOUNT PARTNERS, LLC | 01/15/2026 | 114.56 K | $2.98 M | 100.00% | 0.72% |
| TWO SIGMA ADVISERS, LP | 02/17/2026 | 110.96 K | $2.89 M | 15.99% | 0.70% |
| BANK OF MARIN | 02/17/2026 | 104.05 K | $2.71 M | 364.70% | 0.65% |
| PRUDENTIAL FINANCIAL INC | 02/13/2026 | 97.50 K | $2.54 M | -0.08% | 0.61% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 95.29 K | $2.48 M | -8.26% | 0.60% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 72.55 K | $1.89 M | -0.62% | 0.46% |
| CITADEL ADVISORS LLC | 02/17/2026 | 62.84 K | $1.63 M | 100.00% | 0.40% |
| CREATIVE PLANNING | 02/17/2026 | 62.00 K | $1.61 M | 3.10% | 0.39% |
| PERIGON WEALTH MANAGEMENT, LLC | 01/16/2026 | 61.30 K | $1.59 M | -0.73% | 0.39% |
| FISHER ASSET MANAGEMENT, LLC | 02/09/2026 | 52.43 K | $1.36 M | 0.00% | 0.33% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 51.23 K | $1.33 M | 38.51% | 0.32% |
| JANE STREET GROUP, LLC | 02/12/2026 | 50.96 K | $1.33 M | 39.32% | 0.32% |
| QUANTINNO CAPITAL MANAGEMENT LP | 02/17/2026 | 49.33 K | $1.28 M | 20.11% | 0.31% |
| BARCLAYS PLC | 02/13/2026 | 47.49 K | $1.24 M | 4.93% | 0.30% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 45.48 K | $1.18 M | 439.22% | 0.29% |
| UBS GROUP AG | 01/29/2026 | 39.82 K | $1.04 M | -76.10% | 0.25% |
| AMERICAN CENTURY COMPANIES INC | 02/13/2026 | 39.01 K | $1.01 M | -1.99% | 0.25% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/17/2026 | 37.02 K | $962.99 K | -64.16% | 0.23% |
| PRIVATE WEALTH PARTNERS, LLC | 01/27/2026 | 36.98 K | $961.93 K | 0.00% | 0.23% |
| TREXQUANT INVESTMENT LP | 02/17/2026 | 36.66 K | $953.61 K | -25.91% | 0.23% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 02/10/2026 | 35.89 K | $933.60 K | 14.30% | 0.23% |
| SUMMERHAVEN INVESTMENT MANAGEMENT, LLC | 02/03/2026 | 32.92 K | $856.22 K | 0.00% | 0.21% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 32.50 K | $845.22 K | -0.59% | 0.20% |
| RBF CAPITAL, LLC | 02/17/2026 | 30.00 K | $780.30 K | -0.31% | 0.19% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 28.08 K | $730.42 K | 22.72% | 0.18% |
| NUVEEN, LLC | 02/12/2026 | 26.30 K | $683.99 K | 0.00% | 0.17% |
| INVESCO LTD. | 02/19/2026 | 26.23 K | $682.24 K | -16.93% | 0.17% |
| WEALTHSPIRE ADVISORS, LLC | 02/13/2026 | 24.77 K | $644.29 K | 20.69% | 0.16% |
| FREESTONE CAPITAL HOLDINGS, LLC | 01/23/2026 | 23.26 K | $604.94 K | 0.00% | 0.15% |
| CERITY PARTNERS LLC | 02/11/2026 | 22.42 K | $583.22 K | -2.50% | 0.14% |
| EMPOWERED FUNDS, LLC | 02/11/2026 | 21.98 K | $571.62 K | -30.22% | 0.14% |
Bank of Marin Bancorp institutional Ownership - FAQ's
During the previous two years, 183 institutional investors and hedge funds held shares of Bank of Marin Bancorp. The most heavily invested institutionals were:
UBS Group AG: 199,677
Westmount Partners, LLC: 115,484
Bank of New York Mellon Corp: 77,699
Fisher Asset Management, LLC: 63,926
Perigon Wealth Management, LLC: 61,081
Private Wealth Partners, LLC: 36,983
63.81% of Bank of Marin Bancorp stock is owned by institutional investors.
Institutional investors have bought a total of 12.96 M shares in the last 24 months. This purchase volume represents approximately $311.78 M in transactions.