Bank of Marin Bancorp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 11/12/2025 | 1.43 M | $34.64 M | -4.40% | 8.92% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2025 | 943.53 K | $22.91 M | 268.68% | 5.90% |
| VANGUARD GROUP INC | 11/07/2025 | 838.62 K | $20.36 M | 0.68% | 5.25% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 787.58 K | $19.12 M | 1.82% | 4.93% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2025 | 673.52 K | $16.35 M | -2.59% | 4.21% |
| HOLDCO ASSET MANAGEMENT, LP | 11/14/2025 | 504.41 K | $12.25 M | 23.81% | 3.15% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11/14/2025 | 452.87 K | $11.00 M | -1.40% | 2.83% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 378.07 K | $9.18 M | 2.17% | 2.36% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 372.57 K | $9.05 M | 3.57% | 2.33% |
| STATE STREET CORP | 11/14/2025 | 349.83 K | $8.49 M | 0.26% | 2.19% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 11/14/2025 | 273.27 K | $6.63 M | 85.33% | 1.71% |
| MORGAN STANLEY | 11/14/2025 | 232.80 K | $5.65 M | -14.74% | 1.46% |
| FOURTHSTONE LLC | 11/14/2025 | 222.13 K | $5.39 M | -19.68% | 1.39% |
| UBS GROUP AG | 11/13/2025 | 166.62 K | $4.05 M | 143.93% | 1.04% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 129.11 K | $3.13 M | 7.71% | 0.81% |
| NORTHERN TRUST CORP | 11/14/2025 | 124.20 K | $3.02 M | 0.29% | 0.78% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 123.79 K | $3.01 M | 33.32% | 0.77% |
| KENNEDY CAPITAL MANAGEMENT LLC | 11/13/2025 | 121.80 K | $2.96 M | -0.35% | 0.76% |
| ACADIAN ASSET MANAGEMENT LLC | 11/13/2025 | 112.79 K | $2.74 M | -1.84% | 0.71% |
| ELIZABETH PARK CAPITAL ADVISORS, LTD. | 11/13/2025 | 110.51 K | $2.68 M | -46.58% | 0.69% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2025 | 108.10 K | $2.62 M | 46.61% | 0.68% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 103.87 K | $2.52 M | -8.96% | 0.65% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2025 | 103.31 K | $2.51 M | -1.53% | 0.65% |
| PRUDENTIAL FINANCIAL INC | 11/13/2025 | 97.58 K | $2.37 M | -2.89% | 0.61% |
| TWO SIGMA ADVISERS, LP | 11/14/2025 | 95.66 K | $2.32 M | 19.93% | 0.60% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 73.00 K | $1.77 M | -1.20% | 0.46% |
| PERIGON WEALTH MANAGEMENT, LLC | 10/17/2025 | 61.75 K | $1.50 M | -0.87% | 0.39% |
| CREATIVE PLANNING | 11/14/2025 | 60.13 K | $1.46 M | 12.69% | 0.38% |
| FISHER ASSET MANAGEMENT, LLC | 11/12/2025 | 52.43 K | $1.27 M | 0.00% | 0.33% |
| TREXQUANT INVESTMENT LP | 11/14/2025 | 49.48 K | $1.20 M | 315.92% | 0.31% |
| BARCLAYS PLC | 11/12/2025 | 45.26 K | $1.10 M | -7.42% | 0.28% |
| QUANTINNO CAPITAL MANAGEMENT LP | 11/14/2025 | 41.08 K | $997.31 K | 37.36% | 0.26% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2025 | 39.80 K | $966.40 K | -41.04% | 0.25% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 36.99 K | $898.00 K | 8.38% | 0.23% |
| PRIVATE WEALTH PARTNERS, LLC | 11/04/2025 | 36.98 K | $897.95 K | 0.00% | 0.23% |
| JANE STREET GROUP, LLC | 11/14/2025 | 36.58 K | $888.11 K | 22.95% | 0.23% |
| SUMMERHAVEN INVESTMENT MANAGEMENT, LLC | 11/03/2025 | 32.92 K | $799.27 K | 100.00% | 0.21% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 32.69 K | $793.69 K | -17.83% | 0.20% |
| INVESCO LTD. | 11/13/2025 | 31.58 K | $766.64 K | 11.86% | 0.20% |
| EMPOWERED FUNDS, LLC | 11/13/2025 | 31.49 K | $764.67 K | 12.09% | 0.20% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 11/13/2025 | 31.40 K | $762.47 K | -14.02% | 0.20% |
| RBF CAPITAL, LLC | 11/14/2025 | 30.09 K | $730.63 K | 0.00% | 0.19% |
| NUVEEN, LLC | 11/12/2025 | 26.30 K | $638.49 K | 0.00% | 0.16% |
| FRANKLIN RESOURCES INC | 11/13/2025 | 26.17 K | $1.14 M | 129.26% | 0.16% |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 11/14/2025 | 26.15 K | $635.00 K | 100.00% | 0.16% |
| NUMERAI GP LLC | 11/14/2025 | 23.29 K | $565.53 K | -9.47% | 0.15% |
| FREESTONE CAPITAL HOLDINGS, LLC | 11/12/2025 | 23.26 K | $564.70 K | 0.00% | 0.15% |
| CERITY PARTNERS LLC | 10/22/2025 | 23.00 K | $558.42 K | 11.04% | 0.14% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 22.88 K | $555.59 K | 0.40% | 0.14% |
| RHUMBLINE ADVISERS | 11/06/2025 | 22.67 K | $550.42 K | -4.28% | 0.14% |
Bank of Marin Bancorp institutional Ownership - FAQ's
During the previous two years, 175 institutional investors and hedge funds held shares of Bank of Marin Bancorp. The most heavily invested institutionals were:
BlackRock, Inc.: 1.43 M
WELLINGTON MANAGEMENT GROUP LLP: 943,534
VANGUARD GROUP INC: 838,623
DIMENSIONAL FUND ADVISORS LP: 787,584
ALLIANCEBERNSTEIN L.P.: 673,518
HoldCo Asset Management, LP: 504,411
64.13% of Bank of Marin Bancorp stock is owned by institutional investors.
Institutional investors have bought a total of 12.72 M shares in the last 24 months. This purchase volume represents approximately $343.94 M in transactions.