DaveManuel.com · Institutional Ownership · Who Owns It
JOHN MARSHALL BANCORP INC (JMSB)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
94
Reporting holders
$151.8M
Reported value
49.3%
Of shares outstanding
0.0%
Calls
0.0%
Puts
+16
Holder change
Institutions report 6,963,277 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.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | $42.8M | 1,965,531 | 0.03% | 16q | HELD |
| 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 |
| ACADIAN ASSET MANAGEMENT LLC | $2.0M | 91,906 | 0.00% | 3q | +304.6%+$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 |
| 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%+$35.3K |
| Advisory Services Network, LLC | $469.8K | 21,550 | 0.01% | 5q | -12.8%-$69.1K |
| 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 |
| GSA CAPITAL PARTNERS LLP | $327.0K | 14,985 | 0.02% | 3q | +17.9%+$49.7K |
| 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 |
| SG Americas Securities, LLC | $303.0K | 13,898 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $294.4K | 13,505 | 0.00% | 17q | +74.9%+$126.1K |
| 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 |
| MERCER GLOBAL ADVISORS INC /ADV | $232.7K | 10,674 | 0.00% | new | NEW |
| 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 |
| 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 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $3.8K | 174 | 0.00% | 17q | -74.6%-$11.1K |
| HARBOR CAPITAL ADVISORS, INC. | $3.0K | 134 | 0.00% | 8q | HELD |
| Quarry LP | $2.9K | 135 | 0.00% | new | NEW |
| Optiver Holding B.V. | $2.7K | 126 | 0.00% | 4q | HELD |
| 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% |
| 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 |
| 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% | 2q | +60.0% |
| 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 |
| Covestor Ltd | $0 | 3 | 0.00% | new | NEW |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-08 | 2026-09-07 | Directors or officers departed or appointed Material agreement entered | filing |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 17 | $10.8M | 475,364 | 3 | 7 | 3 | 0.0% |
| Q2 2026 | 94 | $151.8M | 6,963,277 | 23 | 35 | 12 | 0.0% |
| Q1 2026 | 78 | $139.4M | 6,871,968 | 7 | 27 | 19 | 0.0% |
| Q4 2025 | 73 | $149.8M | 7,490,989 | 7 | 16 | 23 | 0.0% |
| Q3 2025 | 68 | $132.9M | 6,710,307 | 8 | 22 | 13 | 0.0% |
| Q2 2025 | 62 | $123.4M | 6,648,886 | 13 | 18 | 19 | 0.0% |
| Q1 2025 | 53 | $106.8M | 6,466,722 | 3 | 11 | 21 | 0.0% |
| Q4 2024 | 54 | $129.2M | 6,432,661 | 5 | 22 | 9 | 0.0% |
| Q3 2024 | 56 | $115.9M | 5,845,686 | 8 | 16 | 12 | 0.3% |
| Q2 2024 | 54 | $100.5M | 5,722,945 | 7 | 17 | 11 | 0.5% |
| Q1 2024 | 52 | $102.4M | 5,723,993 | 6 | 14 | 14 | 0.0% |
| Q4 2023 | 50 | $125.3M | 5,563,412 | 3 | 18 | 13 | 0.0% |
| Q3 2023 | 49 | $94.2M | 5,279,023 | 4 | 14 | 10 | 0.0% |
| Q2 2023 | 50 | $106.8M | 5,310,507 | 5 | 17 | 10 | 0.0% |
| Q1 2023 | 51 | $118.7M | 5,079,016 | 5 | 18 | 13 | 0.0% |
| Q4 2022 | 53 | $144.8M | 5,039,410 | 7 | 18 | 12 | 0.0% |
| Q3 2022 | 46 | $1.4B | 55,421,547 | 4 | 13 | 11 | 0.0% |
| Q2 2022 | 45 | $1.2B | 55,329,536 | 43 | 0 | 0 | 0.0% |
| Q1 2022 | 2 | $1.1B | 49,743,400 | 1 | 0 | 0 | 0.0% |
| Q4 2021 | 1 | $989.6M | 49,730,000 | 0 | 0 | 0 | 0.0% |
| Q3 2021 | 2 | $902.9M | 49,748,751 | 0 | 1 | 0 | 0.0% |
| Q2 2021 | 2 | $522.1M | 29,748,751 | 0 | 0 | 0 | 0.0% |
| Q1 2021 | 2 | $511.7M | 29,748,751 | 0 | 0 | 0 | 0.0% |
| Q4 2020 | 2 | $425.4M | 29,748,751 | 0 | 0 | 0 | 0.0% |
| Q3 2020 | 2 | $318.3M | 29,748,751 | 0 | 0 | 0 | 0.0% |
| Q2 2020 | 4 | $328.6M | 29,815,662 | 1 | 0 | 1 | 0.0% |
| Q1 2020 | 4 | $329.2M | 29,902,151 | 0 | 0 | 0 | 0.0% |
| Q4 2019 | 4 | $493.4M | 29,902,151 | 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% |