BMRC Bank of Marin Bancorp
Bank of Marin Bancorp (BMRC) Institutional Ownership
What the institutions did with BMRC last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 633.8K | 31.8% |
| GEODE CAPITAL MANAGEMENT, LLC | 409.9K | 20.5% |
| DEPRINCE RACE & ZOLLO INC | 154.7K | 7.8% |
| Russell Investments Group, Ltd. | 142.7K | 7.2% |
| Creative Planning | 119.8K | 6.0% |
| Bank of New York Mellon Corp | 81.4K | 4.1% |
| ACADIAN ASSET MANAGEMENT LLC | 81.3K | 4.1% |
| Fisher Asset Management, LLC | 69.0K | 3.5% |
| Private Wealth Partners, LLC | 37.0K | 1.9% |
| BARCLAYS PLC | 34.3K | 1.7% |
| Y-Intercept (Hong Kong) Ltd | 26.3K | 1.3% |
| DEUTSCHE BANK AG\ | 22.0K | 1.1% |
| CALDWELL SUTTER CAPITAL, INC. | 20.4K | 1.0% |
| LPL Financial LLC | 17.9K | 0.9% |
| PRINCETON CAPITAL MANAGEMENT LLC | 15.1K | 0.8% |
| Bridge City Capital, LLC | 14.2K | 0.7% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 13.2K | 0.7% |
| Apella Capital, LLC | 12.1K | 0.6% |
| FIDUCIARY FINANCIAL GROUP, LLC | 12.0K | 0.6% |
| CITIGROUP INC | 11.3K | 0.6% |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 11.0K | 0.6% |
| Thrivent Financial for Lutherans | 9.6K | 0.5% |
| KCM INVESTMENT ADVISORS LLC | 9.2K | 0.5% |
| WULFF, HANSEN & CO. | 8.5K | 0.4% |
| US BANCORP \DE\ | 6.0K | 0.3% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| ALGEBRIS (UK) LTD | Sold Out | 293.0K | 0 | -293.0K |
| DEPRINCE RACE & ZOLLO INC | New | 0 | 154.7K | +154.7K |
| Russell Investments Group, Ltd. | Increased | 12.7K | 142.7K | +130.0K |
| Perigon Wealth Management, LLC | Sold Out | 60.9K | 0 | -60.9K |
| ACADIAN ASSET MANAGEMENT LLC | Increased | 26.0K | 81.3K | +55.3K |
| Creative Planning | Increased | 66.2K | 119.8K | +53.6K |
| DIMENSIONAL FUND ADVISORS LP | Reduced | 680.2K | 633.8K | -46.5K |
| Squarepoint Ops LLC | Sold Out | 32.8K | 0 | -32.8K |
| SummerHaven Investment Management, LLC | Sold Out | 28.6K | 0 | -28.6K |
| Y-Intercept (Hong Kong) Ltd | New | 0 | 26.3K | +26.3K |
| Freestone Capital Holdings, LLC | Sold Out | 23.3K | 0 | -23.3K |
| R Squared Ltd | Sold Out | 12.2K | 0 | -12.2K |
| CHOREO, LLC | Sold Out | 9.1K | 0 | -9.1K |
| DEUTSCHE BANK AG\ | Increased | 14.6K | 22.0K | +7.4K |
| BARCLAYS PLC | Increased | 27.0K | 34.3K | +7.3K |
| CITIGROUP INC | Increased | 6.9K | 11.3K | +4.4K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Increased | 9.4K | 13.2K | +3.8K |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | 413.2K | 409.9K | -3.2K |
| DeDora Capital, Inc. | New | 0 | 2.9K | +2.9K |
| FIDUCIARY FINANCIAL GROUP, LLC | Reduced | 14.1K | 12.0K | -2.1K |
| Bank of New York Mellon Corp | Increased | 79.9K | 81.4K | +1.4K |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | Increased | 10.2K | 11.0K | +849 |
| Thrivent Financial for Lutherans | Reduced | 10.2K | 9.6K | -563 |
| MassMutual Private Wealth & Trust, FSB | Reduced | 237 | 23 | -214 |
| LPL Financial LLC | Reduced | 18.1K | 17.9K | -182 |
| PNC Financial Services Group, Inc. | Increased | 523 | 660 | +137 |
| SIGNATUREFD, LLC | Increased | 1.1K | 1.2K | +135 |
| GAMMA Investing LLC | Increased | 792 | 922 | +130 |
| IFP Advisors, Inc | Increased | 165 | 275 | +110 |
| Apella Capital, LLC | Increased | 12.0K | 12.1K | +107 |
| FIFTH THIRD BANCORP | Reduced | 227 | 120 | -107 |
| SJS Investment Consulting Inc. | Increased | 4 | 105 | +101 |
| Allworth Financial LP | Increased | 3.2K | 3.2K | +85 |
| Farther Finance Advisors, LLC | Increased | 84 | 162 | +78 |
| BESSEMER GROUP INC | New | 0 | 64 | +64 |
| US BANCORP \DE\ | Increased | 5.9K | 6.0K | +37 |
| Root Financial Partners, LLC | New | 0 | 29 | +29 |
| Avion Wealth | Sold Out | 24 | 0 | -24 |
| Physician Wealth Advisors, Inc. | Reduced | 75 | 52 | -23 |
| Essential Partners LLC | Increased | 181 | 203 | +22 |
| True Wealth Design, LLC | Increased | 25 | 47 | +22 |
| Parkside Financial Bank & Trust | Increased | 25 | 40 | +15 |
| Breakwater Investment Management | New | 0 | 14 | +14 |
| Fisher Asset Management, LLC | Reduced | 69.0K | 69.0K | -14 |
| Private Wealth Management Group, LLC | Reduced | 200 | 186 | -14 |
| EverSource Wealth Advisors, LLC | Increased | 471 | 484 | +13 |
| Sterling Capital Management LLC | Increased | 302 | 307 | +5 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.