Bank of Marin Bancorp (BMRC) Ownership

16.77 ↑0.10 (0.60%)
As of March 28, 2024, 3:59pm EST.

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Bank of Marin Bancorp (BMRC), owning a total of 1.5 million shares. Combined, the top 37 institutional holders of BMRC own 58.23% of the company with a total of 9.4 million shares.

In the latest ownership report on December 31st 2023, the top 37 institutional holders increased their combined ownership of BMRC by 42 thousand shares. 9 institutions bought 270,363 total additional shares and increased their ownership by an average of 20.94%. However 10 institutions sold 228,667 total shares and decreased their ownership by an average of 6.06%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Bank of Marin Bancorp increased by a net total of 41,696 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc9.029%3.447%1,458,91348,6142023-12-31
Vanguard Group Inc5.174%-5.962%836,026-52,9992023-12-31
AllianceBernstein L.P.4.800%-1.434%775,572-11,2842023-12-31
Manufacturers Life Insurance Co3.883%-5.681%627,343-37,7882023-12-31
Dimensional Fund Advisors, Inc.3.881%8.005%627,10946,4772023-12-31
Hotchkis & Wiley Capital Management LLC2.536%-2.025%409,810-8,4702023-12-31
State Street Corporation2.359%-8.071%381,124-33,4632023-12-31
ProShare Advisors LLC2.294%-12.640%370,671-53,6342023-12-31
Geode Capital Management, LLC2.161%6.138%349,25620,1972023-12-31
Ameriprise Financial Inc1.795%12.862%290,04033,0532023-12-31
Morgan Stanley - Brokerage Accounts1.253%5.661%202,51710,8502023-12-31
American Century Companies Inc0.945%24.063%152,67329,6122023-12-31
Northern Trust Corp0.870%-3.736%140,548-5,4552023-12-31
Goldman Sachs Group Inc0.711%95.165%114,87656,0152023-12-31
Charles Schwab Investment Management Inc0.711%-2.577%114,872-3,0382023-12-31
Renaissance Technologies Corp0.689%-15.507%111,368-20,4392023-12-31
Bank of New York Mellon Corp0.634%31.196%102,38124,3442023-12-31
Panagora Asset Management Inc0.423%-2.974%68,411-2,0972023-12-31
Perigon Wealth Management, LLC0.396%1.912%64,0051,2012023-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc9.029%3.447%1,458,91348,6142023-12-31
Vanguard Group Inc5.174%-5.962%836,026-52,9992023-12-31
AllianceBernstein L.P.4.800%-1.434%775,572-11,2842023-12-31
Manufacturers Life Insurance Co3.883%-5.681%627,343-37,7882023-12-31
Dimensional Fund Advisors, Inc.3.881%8.005%627,10946,4772023-12-31
Hotchkis & Wiley Capital Management LLC2.536%-2.025%409,810-8,4702023-12-31
State Street Corporation2.359%-8.071%381,124-33,4632023-12-31
ProShare Advisors LLC2.294%-12.640%370,671-53,6342023-12-31
Geode Capital Management, LLC2.161%6.138%349,25620,1972023-12-31
Rhino Investment Partners, Inc.1.806%9.145%290,95024,3792022-12-31
Ameriprise Financial Inc1.795%12.862%290,04033,0532023-12-31
Morgan Stanley - Brokerage Accounts1.253%5.661%202,51710,8502023-12-31
Citadel Advisors Llc1.092%391.057%175,990140,1512023-03-31
Kcm Investment Advisors, LLC1.035%719.892%166,766146,4262023-03-31
American Century Companies Inc0.945%24.063%152,67329,6122023-12-31
Northern Trust Corp0.870%-3.736%140,548-5,4552023-12-31
Farmer Steven Patrick0.874%0.000%140,085140,0852022-06-30
Fourthstone LLC0.829%373.402%133,968105,6692023-09-30
Millennium Management LLC0.809%347.456%130,429101,2802023-03-31
Basswood Capital Management LLC0.792%38.447%127,56835,4262022-12-31
Confluence Investment Management LLC0.783%-7.885%125,665-10,7572022-12-31
AQR Capital Management LLC0.731%0.000%117,912117,9122023-09-30
Goldman Sachs Group Inc0.711%95.165%114,87656,0152023-12-31
Charles Schwab Investment Management Inc0.711%-2.577%114,872-3,0382023-12-31
Renaissance Technologies Corp0.689%-15.507%111,368-20,4392023-12-31
Quadrature Capital LLP0.681%0.000%109,805109,8052023-03-31
NFJ Investment Group, LLC0.648%-10.649%104,482-12,4522023-03-31
Bank of New York Mellon Corp0.634%31.196%102,38124,3442023-12-31
Kennedy Capital Management Inc0.608%-15.171%97,984-17,5232023-03-31
Siena Capital Management, LLC0.611%0.000%97,96602022-06-30
DePrince Race & Zollo Inc0.513%-47.193%82,629-73,8442023-03-31
Bank of America Corp0.501%2.017%80,6841,5952023-03-31
Mutual Of America Capital Management LLC0.470%2.543%75,7761,8792023-09-30
Two Sigma Advisers, LLC0.463%10.493%74,7647,1002023-06-30
Wellington Management Company LLP0.447%0.000%72,10072,1002023-06-30
Panagora Asset Management Inc0.423%-2.974%68,411-2,0972023-12-31
Perigon Wealth Management, LLC0.396%1.912%64,0051,2012023-12-31

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of Bank of Marin Bancorp (BMRC), owning a total of 448 thousand shares. Combined, the top 35 mutual fund holders of BMRC own 34.00% of the company with a total of 5.5 million shares.

In the latest ownership report on February 29th 2024, the top 35 fund holders increased their combined ownership of BMRC by 2 thousand shares. 2 funds bought 2,268 total additional shares and increased their ownership by an average of 0.81%. However 1 funds sold 71 total shares and decreased their ownership by an average of 0.02%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Bank of Marin Bancorp increased by a net total of 2,197 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Russell 2000 ETF2.702%-0.016%436,565-712024-02-29
ProShares Russell 2000 Dividend Growers2.229%0.000%360,19102024-02-29
Avantis US Small Cap Value ETF0.966%0.044%156,084682024-02-29
State St Russell Sm/Mid Cp® Indx NL Cl C0.881%1.570%142,3392,2002024-02-29
Schwab US Small-Cap ETF™0.410%0.000%66,20502024-02-29

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv2.772%0.000%447,86802024-01-31
Vanguard Instl Ttl Stck Mkt Idx Tr2.775%0.216%447,8689662023-03-31
iShares Russell 2000 ETF2.702%-0.016%436,565-712024-02-29
ProShares Russell 2000 Dividend Growers2.229%0.000%360,19102024-02-29
JHancock Regional Bank A1.451%-3.108%234,402-7,5202024-01-31
Vanguard Extended Market Index Investor1.401%-0.033%225,890-752023-08-31
JH Financial Opportunities1.173%0.000%189,58302023-12-31
Vanguard Institutional Extnd Mkt Idx Tr1.136%0.089%183,5541632024-01-31
Fidelity Small Cap Index1.003%1.928%162,0573,0652023-12-31
iShares Russell 2000 Value ETF0.979%0.127%158,2112002024-02-01
Avantis US Small Cap Value ETF0.966%0.044%156,084682024-02-29
DFA US Small Cap Value I0.964%0.734%155,7171,1342024-01-31
Fidelity® Small Cap Index0.949%1.475%153,1202,2252023-10-31
Columbia Small Cap Value I A0.947%0.658%153,0101,0002024-01-31
Columbia Small Cap Value I0.941%11.597%152,01015,7962023-12-31
State St Russell Sm/Mid Cp® Indx NL Cl C0.881%1.570%142,3392,2002024-02-29
AB Small Cap Value Advisor0.876%0.000%141,51902024-01-31
DFA US Targeted Value I0.874%-7.547%140,928-11,5042023-07-31
JHancock Financial Industries A0.664%-3.424%107,324-3,8052024-01-31
Virtus NFJ Small-Cap Value Inst0.621%-25.632%100,088-34,4962023-03-31
NFJ Small Cap Value Composite0.621%-5.594%100,088-5,9312023-03-31
Avantis® U.S. Small Cap Value ETF0.619%0.000%99,79202023-07-29
Kennedy Micro Cap0.608%-0.097%97,984-952023-03-31
Confluence Small Cap Value0.569%-1.066%91,146-9822022-09-30
AB Small Cap Core Z0.545%-9.212%88,110-8,9402024-01-31
Fidelity Extended Market Index0.500%0.000%80,78902024-01-31
Principal SmallCap Value II Instl0.500%0.115%80,671932023-12-31
DFA US Small Cap I0.499%0.000%80,42902023-04-30
Vanguard Dividend Appreciation ETF0.496%-1.339%80,190-1,0882024-01-31
Pacific Select Small-Cap Value I0.495%0.000%79,71802023-04-30
Fidelity® Extended Market Index0.483%0.000%77,90902023-11-30
Hotchkis & Wiley Sm Cp Divers Val I0.479%-26.286%77,400-27,6002024-01-31
DFA US Micro Cap I0.468%-1.005%75,364-7652023-04-30
Schwab US Small-Cap ETF™0.410%0.000%66,20502024-02-29
BlackRock Advantage Small Cap Core Instl0.406%0.000%65,53202024-01-31

Discussions

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