Bank of Marin Bancorp Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 1.63 M | $38.78 M | 2.37% | 10.17% |
VANGUARD GROUP INC | 02/11/2025 | 826,177 | $19.64 M | 1.20% | 5.15% |
DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 734,135 | $17.45 M | 0.14% | 4.58% |
ALLIANCEBERNSTEIN L.P. | 02/12/2025 | 655,514 | $15.58 M | 6.31% | 4.09% |
NORTH REEF CAPITAL MANAGEMENT LP | 02/14/2025 | 470,956 | $11.19 M | 45.84% | 2.94% |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 02/14/2025 | 467,373 | $11.11 M | 0.89% | 2.91% |
STATE STREET CORP | 02/14/2025 | 374,380 | $8.90 M | 3.10% | 2.33% |
GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 357,634 | $8.50 M | -1.31% | 2.23% |
AMERIPRISE FINANCIAL INC | 02/14/2025 | 296,084 | $7.04 M | -7.80% | 1.85% |
ELIZABETH PARK CAPITAL ADVISORS, LTD. | 02/13/2025 | 238,952 | $5.68 M | 100.00% | 1.49% |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 02/14/2025 | 198,600 | $4.72 M | -42.36% | 1.24% |
ACADIAN ASSET MANAGEMENT LLC | 02/11/2025 | 177,346 | $4.21 M | 8.42% | 1.11% |
BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 02/14/2025 | 165,755 | $3.94 M | -2.38% | 1.03% |
KENNEDY CAPITAL MANAGEMENT LLC | 02/13/2025 | 152,267 | $3.62 M | 30.92% | 0.95% |
AMERICAN CENTURY COMPANIES INC | 02/11/2025 | 141,903 | $3.37 M | 2.12% | 0.88% |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 120,767 | $2.87 M | -1.00% | 0.75% |
RENAISSANCE TECHNOLOGIES LLC | 02/13/2025 | 107,492 | $2.56 M | -33.02% | 0.67% |
ZACKS INVESTMENT MANAGEMENT | 02/13/2025 | 101,204 | $2.41 M | -7.37% | 0.63% |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/14/2025 | 100,607 | $2.39 M | 1.16% | 0.63% |
PRUDENTIAL FINANCIAL INC | 02/11/2025 | 96,757 | $2.30 M | 92.66% | 0.60% |
GOLDMAN SACHS GROUP INC | 02/11/2025 | 75,420 | $1.79 M | 13.07% | 0.47% |
BANK OF NEW YORK MELLON CORP | 02/04/2025 | 74,959 | $1.78 M | -17.99% | 0.47% |
PERIGON WEALTH MANAGEMENT, LLC | 01/22/2025 | 62,514 | $1.46 M | -1.14% | 0.39% |
PROFICIO CAPITAL PARTNERS LLC | 02/05/2025 | 57,785 | $57,785 | 100.00% | 0.36% |
PANAGORA ASSET MANAGEMENT INC | 02/13/2025 | 56,677 | $1.35 M | -0.16% | 0.35% |
TWO SIGMA ADVISERS, LP | 02/14/2025 | 52,964 | $1.26 M | 7.73% | 0.33% |
FOURTHSTONE LLC | 02/13/2025 | 51,200 | $1.22 M | -39.85% | 0.32% |
BARCLAYS PLC | 02/13/2025 | 48,320 | $1.15 M | 6.50% | 0.30% |
TWO SIGMA INVESTMENTS, LP | 02/14/2025 | 46,634 | $1.11 M | -0.98% | 0.29% |
JPMORGAN CHASE & CO | 02/12/2025 | 44,686 | $1.06 M | 185.31% | 0.28% |
INVESCO LTD. | 02/13/2025 | 38,506 | $915,288 | 7.24% | 0.24% |
NUVEEN ASSET MANAGEMENT, LLC | 02/14/2025 | 38,022 | $903,784 | 0.00% | 0.24% |
PRIVATE WEALTH PARTNERS, LLC | 02/03/2025 | 36,983 | $879,086 | 0.00% | 0.23% |
UBS GROUP AG | 02/14/2025 | 32,520 | $773,000 | 128.48% | 0.20% |
RBF CAPITAL, LLC | 02/14/2025 | 30,092 | $715,287 | 0.00% | 0.19% |
AQR CAPITAL MANAGEMENT LLC | 02/14/2025 | 27,716 | $658,810 | 1.24% | 0.17% |
RHUMBLINE ADVISERS | 01/30/2025 | 25,183 | $598,590 | 6.88% | 0.16% |
EMPOWERED FUNDS, LLC | 01/28/2025 | 23,794 | $565,583 | 5.08% | 0.15% |
FREESTONE CAPITAL HOLDINGS, LLC | 02/06/2025 | 23,258 | $552,843 | 0.00% | 0.15% |
TREXQUANT INVESTMENT LP | 02/12/2025 | 22,955 | $545,640 | 96.25% | 0.14% |
CREATIVE PLANNING | 02/14/2025 | 22,865 | $543,501 | 27.18% | 0.14% |
WELLS FARGO & COMPANY/MN | 02/13/2025 | 21,147 | $502,665 | 8.82% | 0.13% |
CERITY PARTNERS LLC | 02/13/2025 | 20,710 | $488,888 | 0.86% | 0.13% |
WEALTHSPIRE ADVISORS, LLC | 02/04/2025 | 20,525 | $487,880 | -6.81% | 0.13% |
CALDWELL SUTTER CAPITAL, INC. | 01/21/2025 | 20,390 | $484,670 | -14.29% | 0.13% |
JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC. | 01/24/2025 | 19,800 | $470,646 | -54.48% | 0.12% |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 19,400 | $461,138 | -57.27% | 0.12% |
FIDUCIARY FINANCIAL GROUP, LLC | 01/14/2025 | 17,709 | $395,088 | 0.00% | 0.11% |
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 02/10/2025 | 16,256 | $386,405 | 100.00% | 0.10% |
D.A. DAVIDSON & CO. | 01/31/2025 | 15,969 | $379,604 | -2.31% | 0.10% |
Bank of Marin Bancorp institutional Ownership - FAQ's
During the previous two years, 150 institutional investors and hedge funds held shares of Bank of Marin Bancorp. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 1.63 M
VANGUARD GROUP INC: 826,177
DIMENSIONAL FUND ADVISORS LP: 734,135
ALLIANCEBERNSTEIN L.P.: 655,514
North Reef Capital Management LP: 470,956
MANUFACTURERS LIFE INSURANCE COMPANY, THE: 467,373
58.14% of Bank of Marin Bancorp stock is owned by institutional investors.
Institutional investors have bought a total of 11.68 M shares in the last 24 months. This purchase volume represents approximately $274.94 M in transactions.