JOHN MARSHALL BANCORP INC (JMSB)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
90
Reporting holders
$107.4M
Reported value
34.9%
Of shares outstanding
0.0%
Held as options
+17
Holder change
Institutions report 4,925,905 shares against 14,112,134 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $21.5M | 984,411 | 0.00% | 8q | +12.5%+$2.4M |
| VANGUARD CAPITAL MANAGEMENT LLC | $11.7M | 534,570 | 0.00% | 2q | -0.5%-$61.2K |
| EVERMAY WEALTH MANAGEMENT LLC | $7.7M | 351,149 | 0.79% | 17q | HELD |
| TOTH FINANCIAL ADVISORY CORP | $7.3M | 336,253 | 0.72% | 17q | -8.8%-$705.6K |
| GEODE CAPITAL MANAGEMENT, LLC | $6.9M | 316,184 | 0.00% | 17q | +7.1%+$455.3K |
| STATE STREET CORP | $4.8M | 218,522 | 0.00% | 17q | +0.5%+$24.5K |
| BANK OF AMERICA CORP /DE/ | $3.9M | 178,112 | 0.00% | 17q | -13.8%-$623.5K |
| MAI Capital Management | $2.9M | 133,192 | 0.01% | 10q | -32.8%-$1.4M |
| BROWN ADVISORY INC | $2.4M | 108,342 | 0.00% | 17q | HELD |
| Elizabeth Park Capital Advisors, Ltd. | $2.3M | 105,339 | 1.59% | 17q | HELD |
| Cresset Asset Management, LLC | $2.3M | 104,494 | 0.01% | 17q | HELD |
| RENAISSANCE TECHNOLOGIES LLC | $2.3M | 103,700 | 0.00% | 3q | +228.2%+$1.6M |
| NORTHERN TRUST CORP | $2.2M | 99,995 | 0.00% | 17q | HELD |
| MARSHALL WACE, LLP | $2.1M | 98,090 | 0.00% | 2q | +211.7%+$1.5M |
| MACKENZIE FINANCIAL CORP | $1.9M | 88,203 | 0.00% | new | NEW |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.8M | 84,517 | 0.00% | 2q | +16.0%+$253.6K |
| VANGUARD FIDUCIARY TRUST CO | $1.8M | 82,862 | 0.00% | 2q | +4.2%+$73.1K |
| Wealthspire Advisors, LLC | $1.4M | 64,333 | 0.01% | 2q | HELD |
| Meridian Financial Partners LLC | $1.3M | 57,619 | 0.43% | 17q | HELD |
| GOLDMAN SACHS GROUP INC | $1.2M | 55,470 | 0.00% | 4q | +76.6%+$524.7K |
| CITADEL ADVISORS LLC | $1.0M | 46,416 | 0.00% | 8q | +127.7%+$567.5K |
| Quantinno Capital Management LP | $991.9K | 45,500 | 0.00% | 3q | +80.2%+$441.6K |
| AQR CAPITAL MANAGEMENT LLC | $920.4K | 42,222 | 0.00% | 3q | +94.0%+$446.1K |
| Selective Wealth Management, Inc. | $911.7K | 41,103 | 0.24% | new | NEW |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $838.5K | 38,463 | 0.00% | 17q | +5.1%+$40.7K |
| Sixth Street Partners Management Company, L.P. | $838.5K | 38,463 | 0.00% | new | NEW |
| MORGAN STANLEY | $790.1K | 36,244 | 0.00% | 17q | +70.2%+$325.8K |
| Bank of New York Mellon Corp | $740.2K | 33,954 | 0.00% | 17q | +8.8%+$59.9K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $669.0K | 30,689 | 0.00% | new | NEW |
| Nuveen, LLC | $630.2K | 28,908 | 0.00% | 6q | +1.5%+$9.2K |
| MILLENNIUM MANAGEMENT LLC | $601.4K | 27,586 | 0.00% | new | NEW |
| Trexquant Investment LP | $530.0K | 24,310 | 0.00% | new | NEW |
| DIMENSIONAL FUND ADVISORS LP | $528.1K | 24,221 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $490.0K | 22,461 | 0.00% | 17q | +7.8%+$35.5K |
| Advisory Services Network, LLC | $469.8K | 21,550 | 0.01% | 5q | -12.8%-$69.1K |
| MERCER GLOBAL ADVISORS INC /ADV | $465.4K | 21,348 | 0.00% | new | NEW |
| NewEdge Advisors, LLC | $459.7K | 21,086 | 0.00% | new | NEW |
| Snowden Capital Advisors LLC | $458.1K | 21,016 | 0.01% | 5q | HELD |
| Mariner, LLC | $388.8K | 17,836 | 0.00% | 17q | +7.0%+$25.4K |
| Man Group plc | $366.2K | 16,796 | 0.00% | new | NEW |
| RHUMBLINE ADVISERS | $339.9K | 15,590 | 0.00% | 17q | -6.3%-$22.7K |
| Blue Edge Capital, LLC | $337.9K | 15,500 | 0.04% | new | NEW |
| KFA Private Wealth Group, LLC | $324.1K | 14,865 | 0.08% | 2q | HELD |
| RAYMOND JAMES FINANCIAL INC | $319.0K | 14,631 | 0.00% | new | NEW |
| XTX Topco Ltd | $306.9K | 14,077 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $294.4K | 13,505 | 0.00% | 17q | -12.5%-$42.2K |
| Lido Advisors, LLC | $272.6K | 12,505 | 0.00% | new | NEW |
| DEUTSCHE BANK AG\ | $239.9K | 11,005 | 0.00% | 7q | +14.8%+$30.9K |
| UBS Group AG | $234.0K | 10,735 | 0.00% | 17q | -2.8%-$6.7K |
| OCCUDO QUANTITATIVE STRATEGIES LP | $231.6K | 10,624 | 0.01% | new | NEW |
| Russell Investments Group, Ltd. | $224.3K | 10,282 | 0.00% | 4q | +882.0%+$201.5K |
| Quadrature Capital Ltd | $202.2K | 9,274 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $183.8K | 8,433 | 0.00% | 5q | -19.0%-$43.1K |
| MetLife Investment Management, LLC | $157.9K | 7,245 | 0.00% | 17q | HELD |
| JPMORGAN CHASE & CO | $137.5K | 6,288 | 0.00% | 17q | +22.2%+$25.0K |
| CITIGROUP INC | $133.6K | 6,130 | 0.00% | 17q | +568.5%+$113.6K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $126.5K | 5,805 | 0.00% | 9q | -3.6%-$4.7K |
| NEW YORK STATE COMMON RETIREMENT FUND | $101.7K | 4,667 | 0.00% | 17q | HELD |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $101.2K | 4,640 | 0.00% | new | NEW |
| Police & Firemen's Retirement System of New Jersey | $98.6K | 4,522 | 0.00% | 7q | +82.3%+$44.5K |
| Vanguard Global Advisers, LLC | $92.3K | 4,234 | 0.00% | 2q | HELD |
| BARCLAYS PLC | $80.6K | 3,698 | 0.00% | 17q | +9.7%+$7.2K |
| Atlantic Union Bankshares Corp | $73.6K | 3,375 | 0.00% | 5q | HELD |
| Tower Research Capital LLC (TRC) | $49.2K | 2,256 | 0.00% | 17q | +29.1%+$11.1K |
| T. Rowe Price Investment Management, Inc. | $42.8K | 1,965,531 | 0.03% | 16q | HELD |
| STRS OHIO | $34.9K | 1,600 | 0.00% | 17q | HELD |
| Ameritas Investment Partners, Inc. | $27.5K | 1,260 | 0.00% | 17q | HELD |
| Legal & General Group Plc | $25.4K | 1,165 | 0.00% | 17q | HELD |
| Versant Capital Management, Inc | $10.4K | 475 | 0.00% | 5q | HELD |
| NISA INVESTMENT ADVISORS, LLC | $7.2K | 331 | 0.00% | 12q | HELD |
| Arax Advisory Partners | $6.9K | 318 | 0.00% | 4q | +3080.0%+$6.7K |
| Sterling Capital Management LLC | $5.5K | 254 | 0.00% | 8q | -39.2%-$3.6K |
| GAMMA Investing LLC | $5.4K | 246 | 0.00% | 7q | HELD |
| Quarry LP | $2.9K | 135 | 0.00% | new | NEW |
| Optiver Holding B.V. | $2.7K | 126 | 0.00% | 4q | HELD |
| Integrated Wealth Concepts LLC | $2.6K | 119 | 0.00% | new | NEW |
| Allworth Financial LP | $2.2K | 99 | 0.00% | 5q | +890.0%+$1.9K |
| Larson Financial Group LLC | $2.2K | 99 | 0.00% | new | NEW |
| FMR LLC | $2.0K | 94 | 0.00% | 16q | +17.5% |
| ACADIAN ASSET MANAGEMENT LLC | $2.0K | 91,906 | 0.00% | 3q | +304.6%+$1.5K |
| IFP Advisors, Inc | $959 | 44 | 0.00% | 5q | +1000.0% |
| Essential Partners LLC | $916 | 42 | 0.00% | 5q | +223.1% |
| EverSource Wealth Advisors, LLC | $480 | 22 | 0.00% | 5q | -75.8%-$1.5K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $414 | 19 | 0.00% | 2q | HELD |
| GSA CAPITAL PARTNERS LLP | $327 | 14,985 | 0.02% | 3q | +17.9% |
| SG Americas Securities, LLC | $303 | 13,898 | 0.00% | new | NEW |
| ROTHSCHILD INVESTMENT LLC | $283 | 13 | 0.00% | 3q | +550.0% |
| Farther Finance Advisors, LLC | $196 | 9 | 0.00% | new | NEW |
| Basecamp Wealth Advisors LLC | $174 | 8 | 0.00% | new | FIRST |
| True Wealth Design, LLC | $131 | 6 | 0.00% | 6q | +500.0% |
| SJS Investment Consulting Inc. | $22 | 1 | 0.00% | new | NEW |
| Wealth Enhancement Trust Services, Inc. | $22 | 1 | 0.00% | new | NEW |
| Keating Financial Advisory Services, Inc. | $22 | 1 | 0.00% | 2q | HELD |
| HARBOR CAPITAL ADVISORS, INC. | $3 | 134 | 0.00% | 8q | HELD |
| Covestor Ltd | $0 | 3 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 90 | $107.4M | 4,925,905 | 24 | 31 | 12 | 0.0% |
| Q1 2026 | 73 | $99.0M | 4,878,590 | 6 | 24 | 18 | 0.0% |
| Q4 2025 | 66 | $96.3M | 4,812,522 | 5 | 13 | 21 | 0.0% |
| Q3 2025 | 63 | $93.0M | 4,694,559 | 8 | 20 | 13 | 0.0% |
| Q2 2025 | 56 | $84.9M | 4,572,144 | 12 | 15 | 19 | 0.0% |
| Q1 2025 | 48 | $73.5M | 4,450,768 | 3 | 9 | 20 | 0.0% |
| Q4 2024 | 48 | $88.9M | 4,425,375 | 4 | 20 | 7 | 0.0% |
| Q3 2024 | 50 | $79.1M | 3,985,552 | 5 | 15 | 11 | 0.5% |
| Q2 2024 | 51 | $70.6M | 4,015,973 | 7 | 16 | 11 | 0.7% |
| Q1 2024 | 48 | $72.3M | 4,037,819 | 6 | 13 | 12 | 0.0% |
| Q4 2023 | 44 | $88.3M | 3,918,854 | 2 | 16 | 11 | 0.0% |
| Q3 2023 | 44 | $65.3M | 3,657,241 | 3 | 14 | 10 | 0.0% |
| Q2 2023 | 45 | $73.2M | 3,636,558 | 4 | 16 | 9 | 0.0% |
| Q1 2023 | 42 | $84.1M | 3,480,401 | 5 | 16 | 9 | 0.0% |
| Q4 2022 | 39 | $91.7M | 3,186,824 | 6 | 13 | 7 | 0.0% |
| Q3 2022 | 47 | $122.3M | 4,977,691 | 4 | 13 | 11 | 0.0% |
| Q2 2022 | 46 | $110.4M | 4,885,680 | 44 | 0 | 0 | 0.0% |
| Q1 2022 | 2 | $1.4M | 63,130 | 1 | 0 | 0 | 0.0% |
| Q4 2021 | 1 | $989.6K | 49,730 | 0 | 0 | 0 | 0.0% |
| Q3 2021 | 2 | $1.2M | 68,481 | 0 | 1 | 0 | 0.0% |
| Q2 2021 | 2 | $850.8K | 48,481 | 0 | 0 | 0 | 0.0% |
| Q1 2021 | 2 | $834.4K | 48,481 | 0 | 0 | 0 | 0.0% |
| Q4 2020 | 2 | $693.1K | 48,481 | 0 | 0 | 0 | 0.0% |
| Q3 2020 | 2 | $519.1K | 48,481 | 0 | 0 | 0 | 0.0% |
| Q2 2020 | 4 | $1.3M | 115,392 | 1 | 0 | 1 | 0.0% |
| Q1 2020 | 4 | $2.2M | 201,881 | 0 | 0 | 0 | 0.0% |
| Q4 2019 | 4 | $3.3M | 201,881 | 0 | 0 | 1 | 0.0% |
| Q3 2019 | 3 | $3.4M | 202,651 | 0 | 0 | 1 | 0.0% |
| Q2 2019 | 3 | $2.5M | 211,651 | 0 | 0 | 0 | 0.0% |
| Q1 2019 | 3 | $3.4M | 211,651 | 0 | 0 | 1 | 0.0% |
| Q4 2018 | 4 | $5.6M | 370,440 | 0 | 0 | 0 | 0.0% |