Vault-13

BANK MARIN BANCORP BMRC

COM · Common Stock · CUSIP 063425102

120 institutional holders -5 vs Q1 2025
9,866,6839.9m shares reported held*
61.2% of all shares outstanding*
$225.4mreported value*
13 new 47 added 38 reduced 20 sold out net sold ≈ $2.5m (-113.0k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($743.4k this quarter). Holder counts are more reliable. Shares outstanding: 16.1m as of 2025-07-31, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $22.84. Options: 2 managers hold calls ($15.0k notional), 1 hold puts ($0).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 94Q4 22: 99Q1 23: 101Q2 23: 96Q3 23: 94Q4 23: 98Q1 24: 103Q2 24: 97Q3 24: 109Q4 24: 118Q1 25: 125Q2 25: 120120Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202294
Q4 202299
Q1 2023101
Q2 202396
Q3 202394
Q4 202398
Q1 2024103
Q2 202497
Q3 2024109
Q4 2024118
Q1 2025125
Q2 2025120

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 23: 46 bought or addedQ3 23: 38 cut or sold outQ4 23: 47 bought or addedQ4 23: 43 cut or sold outQ4 23Q1 24: 54 bought or addedQ1 24: 43 cut or sold outQ2 24: 56 bought or addedQ2 24: 45 cut or sold outQ2 24Q3 24: 53 bought or addedQ3 24: 42 cut or sold outQ4 24: 57 bought or addedQ4 24: 42 cut or sold outQ4 24Q1 25: 57 bought or addedQ1 25: 49 cut or sold outQ2 25: 60 bought or addedQ2 25: 58 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20234638
Q4 20234743
Q1 20245443
Q2 20245645
Q3 20245342
Q4 20245742
Q1 20255749
Q2 20256058

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$250k$500k$750k$1mQ3 24 calls: $918.1kQ3 24 puts: $8.0kQ3 24P/C 0.01Q4 24 calls: $557.6kQ4 24 puts: $9.5kQ4 24P/C 0.02Q1 25 calls: $52.5kQ1 25 puts: $4.4kQ1 25P/C 0.08Q2 25 calls: $15.0kQ2 25 puts: $0Q2 25P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2024$918.1k$8.0k0.01
Q4 2024$557.6k$9.5k0.02
Q1 2025$52.5k$4.4k0.08
Q2 2025$15.0k$00.00

Biggest buyers

Fourthstone LLC Added +205,969+206.0k
WELLINGTON MANAGEMENT GROUP LLP Added +180,341+180.3k
Squarepoint Ops LLC New +59,750+59.8k
TWO SIGMA INVESTMENTS, LP Added +48,962+49.0k
DIMENSIONAL FUND ADVISORS LP Added +45,687+45.7k
UBS Group AG Added +43,402+43.4k
AQR CAPITAL MANAGEMENT LLC Added +33,995+34.0k
TWO SIGMA ADVISERS, LP Added +27,300+27.3k
Creative Planning Added +26,824+26.8k
Numerai GP LLC New +25,729+25.7k

Biggest sellers

BASSWOOD CAPITAL MANAGEMENT, L.L.C. Sold out -165,755-165.8k
ESSEX INVESTMENT MANAGEMENT CO LLC Sold out -132,943-132.9k
ZACKS INVESTMENT MANAGEMENT Sold out -102,767-102.8k
BlackRock, Inc. Reduced -91,741-91.7k
AMERICAN CENTURY COMPANIES INC Reduced -68,649-68.6k
ACADIAN ASSET MANAGEMENT LLC Reduced -62,441-62.4k
Legato Capital Management LLC Sold out -39,475-39.5k
LPL Financial LLC Reduced -33,224-33.2k
North Reef Capital Management LP Reduced -32,000-32.0k
Trexquant Investment LP Reduced -29,500-29.5k

Biggest calls

SIMPLEX TRADING, LLC Unchanged $15.0k700 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
BlackRock, Inc. 13G · institution -1.1 pts · filed 2025-10-17 6.8% -1.1 pts 1.1m≈ $30.5m 2025-10-17

Fell to 5% or below in the last year: WELLINGTON MANAGEMENT GROUP LLP (3.9%, 2026-05-15), VANGUARD GROUP INC (0.0%, 2026-03-26)

Insider purchases and sales in Q2 2025

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
101Q3 23: 0 buyingQ3 23: 0 sellingQ4 23: 0 buyingQ4 23: 1 sellingQ4 23Q1 24: 0 buyingQ1 24: 0 sellingQ2 24: 0 buyingQ2 24: 0 sellingQ2 24Q3 24: 0 buyingQ3 24: 0 sellingQ4 24: 0 buyingQ4 24: 0 sellingQ4 24Q1 25: 0 buyingQ1 25: 0 sellingQ2 25: 0 buyingQ2 25: 0 sellingQ2 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20230—0——
Q4 20230—1$120.3k—
Q1 20240—0——
Q2 20240—0——
Q3 20240—0——
Q4 20240—0——
Q1 20250—0——
Q2 20250—0——

None reported in Q2 2025.

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,492,3471.5m $34.1m $34.1m 0.00% Reduced -91.7k -91,741
2 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 832,933832.9k $19.0m $19.0m 0.00% Reduced -3.5k -3,494
3 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 773,495773.5k $17.7m $17.7m 0.00% Added +45.7k +45,687
4 ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio NASHVILLE, TN 691,459691.5k $15.8m $15.8m 0.01% Reduced -10.1k -10,075
5 North Reef Capital Management LP 0.61% of their portfolio LAGUNA BEACH, CA 600,000600.0k $13.7m $13.7m 0.61% Reduced -32.0k -32,000
6 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio Toronto, A6 459,293459.3k $10.5m $10.5m 0.01% Reduced -8.4k -8,382
7 HoldCo Asset Management, LP 1.46% of their portfolio FORT LAUDERDALE, FL 407,411407.4k $9.3m $9.3m 1.46% First filing
8 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 370,043370.0k $8.5m $8.5m 0.00% Added +4.7k +4,679
9 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 359,744359.7k $8.2m $8.2m 0.00% Reduced -10.8k -10,766
10 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 348,921348.9k $8.0m $8.0m 0.00% Added +6.3k +6,261
11 Fourthstone LLC 1.24% of their portfolio ST LOUIS, MO 276,578276.6k $6.3m $6.3m 1.24% Added +206.0k +205,969
12 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 273,047273.0k $6.2m $6.2m 0.00% Added +3.4k +3,448
13 WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio Boston, MA 255,919255.9k $5.8m $5.8m 0.00% Added +180.3k +180,341
14 Elizabeth Park Capital Advisors, Ltd. 4.24% of their portfolio PEPPER PIKE, OH 206,855206.9k $4.7m $4.7m 4.24% Reduced -13.1k -13,097
15 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.01% of their portfolio Los Angeles, CA 147,450147.4k $3.4m $3.4m 0.01% Added +15.7k +15,660
16 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 123,842123.8k $2.8m $2.8m 0.00% Reduced -7.0k -7,023
17 KENNEDY CAPITAL MANAGEMENT LLC 0.07% of their portfolio ST LOUIS, MO 122,227122.2k $2.8m $2.8m 0.07% Added +8.8k +8,805
18 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 119,865119.9k $2.7m $2.7m 0.00% Reduced -1.9k -1,856
19 ACADIAN ASSET MANAGEMENT LLC 0.01% of their portfolio Boston, MA 114,905114.9k $2.6m $2.6m 0.01% Reduced -62.4k -62,441
20 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 114,092114.1k $2.6m $2.6m 0.00% Added +11.3k +11,324
21 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.06% of their portfolio HOUSTON, TX 104,909104.9k $2.4m $2.4m 0.06% Added +2.3k +2,321
22 PRUDENTIAL FINANCIAL INC 0.00% of their portfolio NEWARK, NJ 100,478100.5k $2.3m $2.3m 0.00% Reduced -3.4k -3,433
23 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 92,84992.8k $2.1m $2.1m 0.00% Added +49.0k +48,962
24 TWO SIGMA ADVISERS, LP 0.00% of their portfolio NEW YORK, NY 79,76479.8k $1.8m $1.8m 0.00% Added +27.3k +27,300
25 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 73,88273.9k $1.7m $1.7m 0.00% Reduced -386 -386
26 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 73,73073.7k $1.7m $1.7m 0.00% Added +34.0k +33,995
27 UBS Group AG 0.00% of their portfolio ZURICH, V8 68,30468.3k $1.6m $1.6m 0.00% Added +43.4k +43,402
28 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 67,51267.5k $1.5m $1.5m 0.00% Reduced -68.6k -68,649
29 Perigon Wealth Management, LLC 0.03% of their portfolio SAN FRANCISCO, CA 62,29262.3k $1.4m $1.4m 0.03% Reduced -187 -187
30 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 59,75059.8k $1.4m $1.4m 0.00% New
31 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 53,36353.4k $1.2m $1.2m 0.00% Added +26.8k +26,824
32 Fisher Asset Management, LLC 0.00% of their portfolio PLANO, TX 52,42752.4k $1.2m $1.2m 0.00% Added +14.1k +14,074
33 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 48,88448.9k $1.1m $1.1m 0.00% Added +8.5k +8,499
34 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 44,21044.2k $1.0m $1.0m 0.00% Added +16.7k +16,739
35 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 39,78239.8k $908.6k $908.6k 0.00% Added +4.5k +4,456
36 PANAGORA ASSET MANAGEMENT INC 0.00% of their portfolio BOSTON, MA 37,02237.0k $845.6k $845.6k 0.00% Reduced -19.4k -19,444
37 Private Wealth Partners, LLC 0.07% of their portfolio MILL VALLEY, CA 36,98337.0k $844.7k $844.7k 0.07% Unchanged
38 Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio VANCOUVER, A1 36,52536.5k $834.2k $834.2k 0.00% Added +9.8k +9,820
39 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 34,12534.1k $779.4k $779.4k 0.00% Reduced -24.7k -24,691
40 RBF Capital, LLC 0.03% of their portfolio RENO, NV 30,09230.1k $687.3k $687.3k 0.03% Unchanged
41 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 29,90429.9k $683.0k $683.0k 0.00% Added +18.7k +18,696
42 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 29,75129.8k $679.5k $679.5k 0.00% Added +9.8k +9,788
43 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 28,22728.2k $644.7k $644.7k 0.00% Reduced -4.7k -4,683
44 Empowered Funds, LLC 0.01% of their portfolio NEWTOWN SQUARE, PA 28,09628.1k $641.7k $641.7k 0.01% Added +2.3k +2,321
45 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 26,29726.3k $600.6k $600.6k 0.00% Reduced -11.7k -11,725
46 Numerai GP LLC 0.08% of their portfolio SAN FRANCISCO, CA 25,72925.7k $587.6k $587.6k 0.08% New
47 XTX Topco Ltd 0.02% of their portfolio LONDON, X0 24,84524.8k $567.5k $567.5k 0.02% Added +7.1k +7,082
48 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 23,68423.7k $540.9k $540.9k 0.00% Reduced -396 -396
49 Freestone Capital Holdings, LLC 0.02% of their portfolio Seattle, WA 23,25823.3k $531.2k $531.2k 0.02% Unchanged
50 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 22,79222.8k $520.6k $520.6k 0.00% Added +1.4k +1,432
51 Bank of Marin 0.39% of their portfolio Novato, CA 22,39022.4k $511.4k $511.4k 0.39% Reduced -3.5k -3,506
52 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 20,71220.7k $473.1k $473.1k 0.00% Added +145 +145
53 Wealthspire Advisors, LLC 0.00% of their portfolio NEW YORK, NY 20,52520.5k $468.8k $468.8k 0.00% Reduced -1.5k -1,531
54 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 20,40520.4k $466.1k $466.1k 0.00% Reduced -1.2k -1,198
55 CALDWELL SUTTER CAPITAL, INC. 0.21% of their portfolio SAUSALITO, CA 20,39020.4k $465.7k $465.7k 0.21% Unchanged
56 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 15,55515.6k $355.3k $355.3k 0.00% Reduced -33.2k -33,224
57 FIDUCIARY FINANCIAL GROUP, LLC 0.07% of their portfolio SAN RAFAEL, CA 15,06915.1k $362.4k $362.4k 0.07% Reduced -1.9k -1,900
58 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 12,93512.9k $295.4k $295.4k 0.00% Reduced -18.8k -18,830
59 Bridge City Capital, LLC 0.08% of their portfolio LAKE OSWEGO, OR 12,56612.6k $287.0k $287.0k 0.08% Reduced -321 -321
60 CHOREO, LLC 0.00% of their portfolio ROCKFORD, IL 12,47212.5k $284.9k $284.9k 0.00% Reduced -1.8k -1,790
61 Trexquant Investment LP 0.00% of their portfolio STAMFORD, CT 11,89711.9k $271.7k $271.7k 0.00% Reduced -29.5k -29,500
62 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 11,41311.4k $260.7k $260.7k 0.00% Added +17 +17
63 STEPHENS INC /AR/ 0.00% of their portfolio LITTLE ROCK, AR 11,34311.3k $259.1k $259.1k 0.00% Unchanged
64 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 10,53610.5k $240.6k $240.6k 0.00% Added +696 +696
65 KCM INVESTMENT ADVISORS LLC 0.01% of their portfolio GREENBRAE, CA 9,2409.2k $211.0k $211.0k 0.01% Unchanged
66 Ballentine Partners, LLC 0.00% of their portfolio Waltham, MA 9,1509.2k $209.0k $209.0k 0.00% New
67 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 8,8918.9k $203.1k $203.1k 0.00% Reduced -4.0k -3,969
68 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 8,4348.4k $192.6k $192.6k 0.00% New
69 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 8,0708.1k $184.3k $184.3k 0.00% Reduced -1.3k -1,323
70 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 7,5567.6k $172.0k $172.0k 0.00% Added +842 +842
71 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 7,1007.1k $162.2k $162.2k 0.00% Reduced -15.2k -15,227
72 Aquatic Capital Management LLC 0.00% of their portfolio CHICAGO, IL 6,7106.7k $153.3k $153.3k 0.00% Added +4.8k +4,799
73 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 6,2846.3k $143.5k $143.5k 0.00% Reduced -5.9k -5,933
74 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 6,0056.0k $137.2k $137.2k 0.00% Added +99 +99
75 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 5,9335.9k $135.5k $135.5k 0.00% Unchanged
76 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 5,5295.5k $126.3k $126.3k 0.00% Added +29 +29
77 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 4,1344.1k $94.4k $94.4k 0.00% Unchanged
78 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 4,0414.0k $92.3k $92.3k 0.00% Added +171 +171
79 CWM, LLC 0.00% of their portfolio OMAHA, NE 3,8953.9k $89.0k $89.0k 0.00% Added +1.1k +1,142
80 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 3,1093.1k $71.0k $71.0k 0.00% Added +59 +59
81 Quantbot Technologies LP 0.00% of their portfolio NEW YORK, NY 3,0573.1k $69.8k $69.8k 0.00% New
82 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 3,0013.0k $68.5k $68.5k 0.00% New
83 FMR LLC 0.00% of their portfolio BOSTON, MA 2,9122.9k $66.5k $66.5k 0.00% Added +1.1k +1,108
84 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 1,8751.9k $42.8k $42.8k 0.00% Added +1.0k +1,040
85 Versant Capital Management, Inc 0.01% of their portfolio PHOENIX, AZ 1,5671.6k $35.8k $35.8k 0.01% Added +828 +828
86 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 1,5521.6k $35.4k $35.4k 0.00% Unchanged
87 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 1,5371.5k $35.1k $35.1k 0.00% Reduced -12.5k -12,524
88 Legal & General Group Plc 0.00% of their portfolio London, X0 1,3591.4k $31.0k $31.0k 0.00% Reduced -141 -141
89 CANADA LIFE ASSURANCE Co 0.00% of their portfolio WINNIPEG, A2 1,1331.1k $26.0k $26.0k 0.00% Added +179 +179
90 Golden State Wealth Management, LLC 0.00% of their portfolio SANTA ANA, CA 1,0001.0k $22.8k $22.8k 0.00% Unchanged
91 SIGNATUREFD, LLC 0.00% of their portfolio ATLANTA, GA 946946 $21.6k $21.6k 0.00% Added +684 +684
92 NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio ST. LOUIS, MO 844844 $19.3k $19.3k 0.00% Added +167 +167
93 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 790790 $17.9k $17.9k 0.00% Added +600 +600
94 Glenmede Investment Management, LP 0.00% of their portfolio PHILADELPHIA, PA 752752 $17.2k $17.2k 0.00% First filing
95 GAMMA Investing LLC 0.00% of their portfolio FOSTER CITY, CA 559559 $12.8k $12.8k 0.00% Reduced -49 -49
96 AMALGAMATED BANK 0.00% of their portfolio NEW YORK, NY 532532 $12.0k $12.0k 0.00% Unchanged
97 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 531531 $12.1k $12.1k 0.00% Added +244 +244
98 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 513513 $11.7k $11.7k 0.00% Unchanged
99 Sterling Capital Management LLC 0.00% of their portfolio CHARLOTTE, NC 424424 $9.7k $9.7k 0.00% Added +151 +151
100 SUMMIT SECURITIES GROUP LLC 0.00% of their portfolio NEW YORK, NY 346346 $7.9k $7.9k 0.00% New