Bank of Marin Bancorp Ownership | Who Owns Bank of Marin Bancorp?
Bank of Marin Bancorp Ownership Summary
Bank of Marin Bancorp is owned by 55.29% institutional investors, 9.22% insiders, and 35.49% retail investors. Blackrock is the largest institutional shareholder, holding 10.03% of BMRC shares. iShares Russell 2000 ETF is the top mutual fund, with 3.15% of its assets in Bank of Marin Bancorp shares.
BMRC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Bank of Marin Bancorp | 55.29% | 9.22% | 35.49% |
| Sector | Financial Services Stocks | 86.48% | 14.02% | -0.50% |
| Industry | Regional Banks Stocks | 51.80% | 12.03% | 36.18% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 1.61M | 10.03% | $26.11M |
| Vanguard group | 802.30K | 4.99% | $12.99M |
| Dimensional fund advisors lp | 716.20K | 4.45% | $11.60M |
| Alliancebernstein | 653.05K | 4.06% | $10.57M |
| Manufacturers life insurance company, the | 472.85K | 2.94% | $7.66M |
| Hotchkis & wiley capital management | 386.35K | 2.40% | $6.26M |
| State street | 360.04K | 2.24% | $5.83M |
| Geode capital management | 355.82K | 2.21% | $5.76M |
| Ameriprise financial | 315.54K | 1.96% | $5.11M |
| Morgan stanley | 267.30K | 1.66% | $4.33M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Fourthstone | 103.93K | 0.54% | $1.68M |
| John w. rosenthal capital management | 19.80K | 0.44% | $470.65K |
| Bank of marin | 16.32K | 0.23% | $264.30K |
| Caldwell sutter capital | 23.56K | 0.19% | $381.44K |
| North reef capital management lp | 150.15K | 0.11% | $2.43M |
| Fiduciary financial group | 17.71K | 0.09% | $395.09K |
| Bridge city capital | 13.29K | 0.07% | $215.15K |
| Private wealth partners | 36.98K | 0.04% | $598.75K |
| Perigon wealth management | 62.51K | 0.04% | $1.46M |
| Riverview trust | 1.95K | 0.03% | $31.57K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 1.61M | 0.00% | 183.69K |
| Fourthstone | 103.93K | 0.54% | 103.93K |
| Ameriprise financial | 315.54K | 0.00% | 87.19K |
| Hotchkis & wiley capital management | 386.35K | 0.02% | 82.28K |
| Morgan stanley | 267.30K | 0.00% | 77.09K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Proshare advisors | - | - | -381.02K |
| Manufacturers life insurance company, the | 472.85K | 0.01% | -109.22K |
| Alliancebernstein | 653.05K | 0.00% | -80.42K |
| Goldman sachs group | 85.27K | 0.00% | -78.18K |
| Squarepoint ops | - | - | -36.85K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Choreo | 26.06K | 0.01% | 26.06K | $425.81K |
| Ballentine partners | 9.02K | 0.00% | 9.02K | $214.33K |
| Corebridge financial | 8.62K | 0.00% | 8.62K | $139.62K |
| Mirae asset global etfs | 8.13K | 0.00% | 8.13K | $131.71K |
| Golden state wealth management | 1.00K | 0.00% | 1.00K | $23.77K |
Sold Out
| Holder | Change |
|---|---|
| Comerica bank | -40.00 |
| Covestor | -58.00 |
| Fortitude family office | -82.00 |
| Jones financial companies lllp | -250.00 |
| Aquatic capital management | -300.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 109 | 11.22% | 8,867,914 | -1.05% | 55 | 1.79% | 55 | -9.84% | 30 | 30.43% |
| Jun 30, 2024 | 97 | -6.73% | 8,961,752 | 6.11% | 55 | 2.00% | 60 | 9.09% | 23 | -30.30% |
| Mar 31, 2024 | 104 | 5.05% | 8,445,821 | -0.19% | 52 | 1.89% | 55 | 12.24% | 33 | - |
| Dec 31, 2023 | 99 | 4.21% | 8,461,795 | 0.54% | 52 | 1.91% | 49 | 6.52% | 33 | 22.22% |
| Sep 30, 2023 | 95 | -3.06% | 8,416,008 | 1.88% | 52 | 1.96% | 46 | -16.36% | 27 | -10.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Russell 2000 ETF | 506.87K | 3.15% | -1.95K |
| Vanguard Total Stock Mkt Idx Inv | 456.57K | 2.84% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 229.19K | 1.43% | 10.95K |
| JHancock Regional Bank A | 225.31K | 1.40% | - |
| JH Financial Opportunities | 200.18K | 1.24% | - |
| DFA US Small Cap Value I | 198.98K | 1.24% | -6.26K |
| Columbia Small Cap Value I | 184.14K | 1.14% | 2.50K |
| Columbia Small Cap Value I A | 184.14K | 1.14% | 300.00 |
| Fidelity Small Cap Index | 161.11K | 1.00% | -115.00 |
| iShares Russell 2000 Value ETF | 160.19K | 1.00% | -4.49K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 01, 2023 | McDevitt Jr William H | - | Sell | $60.31K |
| Dec 01, 2023 | McDevitt Jr William H | - | Sell | $59.98K |
| May 23, 2023 | Stewart Misako | EVP, Chief Credit Officer | Buy | $18.45K |
| May 10, 2023 | Myers Timothy D | President & CEO | Buy | $9.96K |
| May 08, 2023 | Sathis Arasadi | Executive Vice President | Buy | $1.42K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q3 | - | - |
| 2024 Q2 | - | - |
| 2024 Q1 | - | - |
| 2023 Q4 | - | 2 |
| 2023 Q3 | - | - |
BMRC Ownership FAQ
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