Vault-13

BANK MARIN BANCORP BMRC

COM · Common Stock · CUSIP 063425102

140 institutional holders +7 vs Q4 2025
10,524,61710.5m shares reported held*
65.0% of all shares outstanding*
$270.0mreported value*
16 new 43 added 48 reduced 11 sold out net bought ≈ $9.3m (+361.2k 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 ($336.2k this quarter). Holder counts are more reliable. Shares outstanding: 16.2m as of 2026-04-30, 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 ≈ $25.65. Options: 2 managers hold calls ($12.8k notional), 1 hold puts ($2.6k).

Trends to Q1 2026

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: 120Q3 25: 138Q4 25: 133Q1 26: 140140Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q3 2025138
Q4 2025133
Q1 2026140

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 24: 56 bought or addedQ2 24: 45 cut or sold outQ3 24: 53 bought or addedQ3 24: 42 cut or sold outQ3 24Q4 24: 57 bought or addedQ4 24: 42 cut or sold outQ1 25: 57 bought or addedQ1 25: 49 cut or sold outQ1 25Q2 25: 60 bought or addedQ2 25: 58 cut or sold outQ3 25: 70 bought or addedQ3 25: 42 cut or sold outQ3 25Q4 25: 54 bought or addedQ4 25: 54 cut or sold outQ1 26: 59 bought or addedQ1 26: 59 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20245645
Q3 20245342
Q4 20245742
Q1 20255749
Q2 20256058
Q3 20257042
Q4 20255454
Q1 20265959

Calls vs puts

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

CallsPuts
$0$5k$10k$15k$20kQ2 25 calls: $15.0kQ2 25 puts: $0Q2 25P/C 0.00Q3 25 calls: $16.0kQ3 25 puts: $0Q3 25P/C 0.00Q4 25 calls: $2.6kQ4 25 puts: $2.6kQ4 25P/C 1.00Q1 26 calls: $12.8kQ1 26 puts: $2.6kQ1 26P/C 0.20
Numbers
QuarterCallsPutsP/C
Q2 2025$15.0k$00.00
Q3 2025$16.0k$00.00
Q4 2025$2.6k$2.6k1.00
Q1 2026$12.8k$2.6k0.20

Biggest buyers

UBS Group AG Added +159,853+159.9k
TWO SIGMA INVESTMENTS, LP Added +126,910+126.9k
CITADEL ADVISORS LLC Added +115,915+115.9k
LOS ANGELES CAPITAL MANAGEMENT LLC New +90,412+90.4k
ALGEBRIS (UK) LTD New +75,315+75.3k
Qube Research & Technologies Ltd Added +67,652+67.7k
UNITED CAPITAL FINANCIAL ADVISORS, LLC New +50,942+50.9k
HEARTLAND ADVISORS INC Added +50,430+50.4k
MILLENNIUM MANAGEMENT LLC Added +37,818+37.8k
D. E. Shaw & Co., Inc. New +37,672+37.7k

Biggest sellers

WELLINGTON MANAGEMENT GROUP LLP Reduced -290,642-290.6k
TWO SIGMA ADVISERS, LP Sold out -110,964-111.0k
RAYMOND JAMES FINANCIAL INC Sold out -45,478-45.5k
ALLIANCEBERNSTEIN L.P. Reduced -36,916-36.9k
RBF Capital, LLC Reduced -30,000-30.0k
MORGAN STANLEY Reduced -21,765-21.8k
BARCLAYS PLC Reduced -20,100-20.1k
BlackRock, Inc. Reduced -19,274-19.3k
PRUDENTIAL FINANCIAL INC Reduced -18,430-18.4k
State of Wyoming Sold out -15,885-15.9k

Biggest calls

GROUP ONE TRADING LLC Added $7.7k300 shares
SIMPLEX TRADING, LLC New $5.1k200 shares

Biggest puts

GROUP ONE TRADING LLC Unchanged $2.6k100 shares

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 Q1 2026

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.

None reported in Q1 2026.

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,401,7751.4m $35.9m $35.9m 0.00% Reduced -19.3k -19,274
2 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 802,865802.9k $20.6m $20.6m 0.00% Added +32.0k +32,048
3 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 642,672642.7k $16.5m $16.5m 0.00% First filing
4 WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio Boston, MA 632,000632.0k $16.2m $16.2m 0.00% Reduced -290.6k -290,642
5 ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio NASHVILLE, TN 623,046623.0k $16.2m $16.2m 0.01% Reduced -36.9k -36,916
6 HoldCo Asset Management, LP 0.96% of their portfolio FORT LAUDERDALE, FL 504,411504.4k $12.9m $12.9m 0.96% Unchanged
7 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio Toronto, A6 458,812458.8k $11.8m $11.8m 0.01% Added +8.8k +8,758
8 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 390,301390.3k $10.0m $10.0m 0.00% Added +4.5k +4,474
9 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 374,883374.9k $9.6m $9.6m 0.00% Reduced -6.7k -6,672
10 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 340,004340.0k $8.7m $8.7m 0.00% Added +3.2k +3,207
11 TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio NEW YORK, NY 266,577266.6k $6.8m $6.8m 0.01% Added +126.9k +126,910
12 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.02% of their portfolio Los Angeles, CA 260,596260.6k $6.7m $6.7m 0.02% Reduced -9.6k -9,570
13 HEARTLAND ADVISORS INC 0.33% of their portfolio MILWAUKEE, WI 250,000250.0k $6.4m $6.4m 0.33% Added +50.4k +50,430
14 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 240,431240.4k $6.2m $6.2m 0.00% Reduced -21.8k -21,765
15 UBS Group AG 0.00% of their portfolio ZURICH, V8 199,677199.7k $5.1m $5.1m 0.00% Added +159.9k +159,853
16 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 178,753178.8k $4.6m $4.6m 0.00% Added +115.9k +115,915
17 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 125,385125.4k $3.2m $3.2m 0.00% Reduced -3.6k -3,628
18 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 125,178125.2k $3.2m $3.2m 0.00% Added +7.8k +7,849
19 KENNEDY CAPITAL MANAGEMENT LLC 0.07% of their portfolio ST LOUIS, MO 123,280123.3k $3.2m $3.2m 0.07% Added +2.2k +2,232
20 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 119,392119.4k $3.1m $3.1m 0.00% Added +24.1k +24,100
21 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 117,649117.6k $3.0m $3.0m 0.00% Reduced -488 -488
22 Westmount Partners, LLC 0.73% of their portfolio LOS ANGELES, CA 115,484115.5k $3.0m $3.0m 0.73% Added +925 +925
23 ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio Boston, MA 110,942110.9k $2.8m $2.8m 0.00% Reduced -7.1k -7,108
24 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 110,474110.5k $2.8m $2.8m 0.00% First filing
25 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 106,797106.8k $2.7m $2.7m 0.00% First filing
26 Bank of Marin 1.81% of their portfolio Novato, CA 97,04697.0k $2.5m $2.5m 1.81% Reduced -7.0k -7,000
27 LOS ANGELES CAPITAL MANAGEMENT LLC 0.01% of their portfolio LOS ANGELES, CA 90,41290.4k $2.3m $2.3m 0.01% New
28 PRUDENTIAL FINANCIAL INC 0.00% of their portfolio NEWARK, NJ 79,07279.1k $2.0m $2.0m 0.00% Reduced -18.4k -18,430
29 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 78,09078.1k $2.0m $2.0m 0.00% Added +67.7k +67,652
30 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 77,69977.7k $2.0m $2.0m 0.00% Added +5.2k +5,154
31 ALGEBRIS (UK) LTD 0.14% of their portfolio London, X0 75,31575.3k $1.9m $1.9m 0.14% New
32 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 68,74168.7k $1.8m $1.8m 0.00% Added +17.5k +17,514
33 Fisher Asset Management, LLC 0.00% of their portfolio PLANO, TX 63,92663.9k $1.6m $1.6m 0.00% Added +11.5k +11,499
34 Perigon Wealth Management, LLC 0.03% of their portfolio SAN FRANCISCO, CA 61,08161.1k $1.6m $1.6m 0.03% Reduced -218 -218
35 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 59,47659.5k $1.5m $1.5m 0.00% Added +10.1k +10,142
36 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 56,99257.0k $1.5m $1.5m 0.00% Reduced -5.0k -5,003
37 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.01% of their portfolio IRVING, TX 50,94250.9k $1.3m $1.3m 0.01% New
38 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 46,55046.5k $1.2m $1.2m 0.00% Added +37.8k +37,818
39 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 42,07142.1k $1.1m $1.1m 0.00% Reduced -8.9k -8,890
40 Fourthstone LLC 0.18% of their portfolio ST LOUIS, MO 41,83441.8k $1.1m $1.1m 0.18% Added +32.7k +32,734
41 Trexquant Investment LP 0.01% of their portfolio STAMFORD, CT 39,95740.0k $1.0m $1.0m 0.01% Added +3.3k +3,294
42 Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio VANCOUVER, A1 39,22439.2k $1.0m $1.0m 0.00% Added +3.3k +3,330
43 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 38,54238.5k $987.8k $987.8k 0.00% Reduced -466 -466
44 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 37,67237.7k $965.5k $965.5k 0.00% New
45 Private Wealth Partners, LLC 0.07% of their portfolio MILL VALLEY, CA 36,98337.0k $947.9k $947.9k 0.07% Unchanged
46 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 30,32430.3k $777.2k $777.2k 0.00% Added +4.0k +4,027
47 RBF Capital, LLC 0.04% of their portfolio RENO, NV 30,00030.0k $768.9k $768.9k 0.04% Reduced -30.0k -30,000
48 SummerHaven Investment Management, LLC 0.45% of their portfolio STAMFORD, CT 28,60928.6k $733.2k $733.2k 0.45% Reduced -4.3k -4,310
49 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 27,38827.4k $702.0k $702.0k 0.00% Reduced -20.1k -20,100
50 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.01% of their portfolio HOUSTON, TX 26,02426.0k $667.0k $667.0k 0.01% Reduced -11.0k -11,000
51 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 25,59025.6k $655.9k $655.9k 0.00% Reduced -6.9k -6,906
52 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 25,23325.2k $646.7k $646.7k 0.00% Reduced -997 -997
53 Wealthspire Advisors, LLC 0.00% of their portfolio NEW YORK, NY 24,23124.2k $621.0k $621.0k 0.00% Reduced -540 -540
54 Freestone Capital Holdings, LLC 0.02% of their portfolio Seattle, WA 23,25823.3k $596.1k $596.1k 0.02% Unchanged
55 XTX Topco Ltd 0.01% of their portfolio LONDON, X0 22,90522.9k $587.1k $587.1k 0.01% Added +14.1k +14,131
56 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 22,43922.4k $575.1k $575.1k 0.00% Added +16 +16
57 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 22,01122.0k $564.1k $564.1k 0.00% Added +12.9k +12,914
58 CALDWELL SUTTER CAPITAL, INC. 0.21% of their portfolio SAUSALITO, CA 20,39020.4k $522.6k $522.6k 0.21% Unchanged
59 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 20,18620.2k $517.5k $517.5k 0.00% New
60 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 18,65118.7k $478.0k $478.0k 0.00% Reduced -444 -444
61 STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio MADISON, WI 18,58418.6k $476.3k $476.3k 0.00% Added +2.0k +1,971
62 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 17,15017.1k $439.6k $439.6k 0.00% Reduced -10.9k -10,932
63 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 15,62015.6k $400.3k $400.3k 0.00% New
64 Bridge City Capital, LLC 0.11% of their portfolio LAKE OSWEGO, OR 15,53015.5k $398.0k $398.0k 0.11% Reduced -892 -892
65 PRINCETON CAPITAL MANAGEMENT LLC 0.11% of their portfolio RED BANK, NJ 15,05915.1k $386.0k $386.0k 0.11% Added +5.0k +5,000
66 FIDUCIARY FINANCIAL GROUP, LLC 0.05% of their portfolio SAN RAFAEL, CA 14,06914.1k $360.6k $360.6k 0.05% Unchanged
67 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 12,38712.4k $317.5k $317.5k 0.00% Reduced -457 -457
68 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 12,05112.1k $308.9k $308.9k 0.00% New
69 Apella Capital, LLC 0.00% of their portfolio WEST HARTFORD, CT 12,00012.0k $316.9k $316.9k 0.00% New
70 Financial Connections Group, Inc. 0.11% of their portfolio CORTE MADERA, CA 12,00012.0k $307.0k $307.0k 0.11% Unchanged
71 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 11,91811.9k $305.5k $305.5k 0.00% Reduced -508 -508
72 Integrated Quantitative Investments LLC 0.05% of their portfolio BELLEVUE, WA 11,46411.5k $293.8k $293.8k 0.05% Unchanged
73 OCCUDO QUANTITATIVE STRATEGIES LP 0.02% of their portfolio FORT LAUDERDALE, FL 11,28611.3k $289.4k $289.4k 0.02% Reduced -951 -951
74 Empowered Funds, LLC 0.00% of their portfolio NEWTOWN SQUARE, PA 10,97711.0k $281.3k $281.3k 0.00% New
75 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 10,18910.2k $261.0k $261.0k 0.00% New
76 LODESTAR PRIVATE ASSET MANAGEMENT LLC 0.03% of their portfolio ALAMO, CA 10,15610.2k $260.3k $260.3k 0.03% Added +925 +925
77 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 10,11610.1k $260.0k $260.0k 0.00% Added +1.3k +1,277
78 Susquehanna Portfolio Strategies, LLC 0.00% of their portfolio Bala Cynwyd, PA 9,3039.3k $238.4k $238.4k 0.00% Reduced -233 -233
79 KCM INVESTMENT ADVISORS LLC 0.01% of their portfolio GREENBRAE, CA 9,2409.2k $236.8k $236.8k 0.01% Unchanged
80 IEQ CAPITAL, LLC 0.00% of their portfolio Foster City, CA 9,0339.0k $231.5k $231.5k 0.00% Reduced -523 -523
81 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 8,9178.9k $228.5k $228.5k 0.00% Unchanged
82 Cornerstone Investment Partners, LLC 0.01% of their portfolio ATLANTA, GA 8,8878.9k $227.8k $227.8k 0.01% New
83 WULFF, HANSEN & CO. 0.22% of their portfolio SAN RAFAEL, CA 8,5428.5k $218.9k $218.9k 0.22% Unchanged
84 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 7,3787.4k $187.9k $187.9k 0.00% Added +811 +811
85 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 7,1067.1k $182.1k $182.1k 0.00% Reduced -346 -346
86 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 7,0087.0k $179.6k $179.6k 0.00% Added +170 +170
87 CWM, LLC 0.00% of their portfolio OMAHA, NE 6,6486.6k $170.4k $170.4k 0.00% Added +88 +88
88 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 6,5216.5k $167.1k $167.1k 0.00% First filing
89 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 5,9335.9k $152.1k $152.1k 0.00% Unchanged
90 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 5,5435.5k $142.1k $142.1k 0.00% Added +43 +43
91 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 4,1344.1k $106.0k $106.0k 0.00% Unchanged
92 FMR LLC 0.00% of their portfolio BOSTON, MA 3,8843.9k $99.5k $99.5k 0.00% Added +449 +449
93 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 3,6883.7k $94.5k $94.5k 0.00% Added +828 +828
94 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 3,2033.2k $82.1k $82.1k 0.00% Reduced -181 -181
95 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 3,1093.1k $79.7k $79.7k 0.00% Unchanged
96 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 3,1033.1k $79.5k $79.5k 0.00% Reduced -43 -43
97 QUADRANT CAPITAL GROUP LLC 0.00% of their portfolio CINCINNATI, OH 2,4552.5k $62.9k $62.9k 0.00% Reduced -298 -298
98 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 1,8221.8k $46.0k $46.0k 0.00% Reduced -407 -407
99 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 1,8001.8k $46.1k $46.1k 0.00% Added +1.7k +1,664
100 CANADA LIFE ASSURANCE Co 0.00% of their portfolio WINNIPEG, A2 1,5681.6k $40.0k $40.0k 0.00% Added +61 +61