JMSB · John Marshall Bancorp, Inc.

$23.25 +0.23 (+1.00%) At close · Aug 21

Market Cap

$326.27M

14.11M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Quarter:

Holders: 94

Total Value: $151,798,188

Total Shares: 6,963,222

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 94 13F filers · Δ vs Mar 31, 2026

Top Holder

28.2%

−0.4 pts

Top 5

59.9%

−0.6 pts

Top 10

73.6%

−5.3 pts

HHI

1,171

Broadly held−28

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +15

Institutional value: +8.9%

Shares held: +1.3%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega BlackRock, Inc.	+109,048	984,411
Large RENAISSANCE TECHNOLOGIES LLC	+72,100	103,700
Large ACADIAN ASSET MANAGEMENT LLC	+69,193	91,906
Large MARSHALL WACE, LLP	+66,618	98,090
Mega CITADEL ADVISORS LLC	+26,031	46,416

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Large MAI Capital Management	−64,924	133,192
Small TOTH FINANCIAL ADVISORY CORP	−32,368	336,253
Mega BANK OF AMERICA CORP /DE/	−28,599	178,112
Mid Advisory Services Network, LLC	−3,169	21,550
Mega VANGUARD CAPITAL MANAGEMENT LLC	−2,806	534,570

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Large MACKENZIE FINANCIAL CORP	88,203	$1,922,825
Micro Selective Wealth Management, Inc.	41,103	$896,045
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	30,689	$669,020
Mega MILLENNIUM MANAGEMENT LLC	27,586	$601,374
Large Trexquant Investment LP	24,310	$529,958

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Small FJ Capital Management LLC	412,273	$8,360,896
Small Rhino Investment Partners, Inc	118,580	$2,404,802
Small Fourthstone LLC	108,178	$2,193,849
Mega JANE STREET GROUP, LLC	10,986	$222,795
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	684	$13,871

Filter: New 23 Increased 38 Reduced 14 Sold out 8 Unchanged 19

Showing 94 of 94

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

T. Rowe Price Investment Management, Inc.

$42,848,575

28.23%

1,965,531

BlackRock, Inc.

$21,460,158

14.14%

984,411

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	35,893	$782,467	3.6%	Sole
BlackRock Asset Management Canada Ltd	174	$3,793	0.0%	Sole
BlackRock Investment Management, LLC	41,364	$901,735	4.2%	Sole
BLACKROCK ADVISORS LLC	26,514	$578,005	2.7%	Sole
BlackRock Fund Advisors	555,535	$12,110,663	56.4%	Sole
BlackRock Institutional Trust Company, N.A.	324,929	$7,083,452	33.0%	Sole
Aperio Group, LLC	2	$43	0.0%	Sole

VANGUARD CAPITAL MANAGEMENT LLC

$11,653,626

7.68%

534,570

EVERMAY WEALTH MANAGEMENT LLC

$7,655,048

5.04%

351,149

TOTH FINANCIAL ADVISORY CORP

$7,330,315

4.83%

336,253

GEODE CAPITAL MANAGEMENT, LLC

$6,892,810

4.54%

316,184

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	47,992	$1,046,225	15.2%	Defined
Held directly	268,192	$5,846,585	84.8%	Defined

STATE STREET CORP

$4,763,779

3.14%

218,522

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS EUROPE LIMITED joint	218,522	$4,763,779	100.0%	Defined

BANK OF AMERICA CORP /DE/

$3,882,841

2.56%

178,112

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	178,112	$3,882,841	100.0%	Defined

MAI Capital Management

$2,903,585

1.91%

133,192

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EVOKE WEALTH, LLC	20	$436	0.0%	Defined
Held directly	133,172	$2,903,149	100.0%	Sole

BROWN ADVISORY INC

$2,361,855

1.56%

108,342

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Brown Advisory LLC	108,342	$2,361,855	100.0%	Defined

Elizabeth Park Capital Advisors, Ltd.

$2,296,390

1.51%

105,339

Cresset Asset Management, LLC

$2,277,969

1.50%

104,494

RENAISSANCE TECHNOLOGIES LLC

$2,260,660

1.49%

103,700

NORTHERN TRUST CORP

$2,179,889

1.44%

99,995

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	98,009	$2,136,595	98.0%	Defined
DWS INVESTMENT MANAGEMENT AMERICAS, INC joint	1,986	$43,294	2.0%	Other

MARSHALL WACE, LLP

$2,138,361

1.41%

98,090

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Marshall Wace North America L.P. joint	98,090	$2,138,361	100.0%	Other

ACADIAN ASSET MANAGEMENT LLC

$2,003,550

1.32%

91,906

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Acadian Inc	91,906	$2,003,550	100.0%	Defined

MACKENZIE FINANCIAL CORP

$1,922,825

1.27%

88,203

VANGUARD PORTFOLIO MANAGEMENT LLC

$1,842,470

1.21%

84,517

VANGUARD FIDUCIARY TRUST CO

$1,806,391

1.19%

82,862

Wealthspire Advisors, LLC

$1,402,459

0.92%

64,333

Meridian Financial Partners LLC

$1,256,094

0.83%

57,619

GOLDMAN SACHS GROUP INC

$1,209,245

0.80%

55,470

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	22,072	$481,169	39.8%	Defined
GOLDMAN SACHS ASSET MANAGEMENT, L.P.	33,398	$728,076	60.2%	Defined

CITADEL ADVISORS LLC

$1,011,868

0.67%

46,416

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	40,798	$889,396	87.9%	Defined
Held directly	5,618	$122,472	12.1%	Defined

Quantinno Capital Management LP

$991,900

0.65%

45,500

AQR CAPITAL MANAGEMENT LLC

$920,437

0.61%

42,222

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RF&L WEALTH MANAGEMENT, LLC	1	$21	0.0%	Other
Prism Planning Partners LLC	39	$850	0.1%	Other
Arax Advisory Partners	176	$3,836	0.4%	Other
HALBERT HARGROVE GLOBAL ADVISORS, LLC	153	$3,335	0.4%	Other
Stokes Family Office, LLC	3	$65	0.0%	Other
Held directly	41,850	$912,330	99.1%	Defined

Selective Wealth Management, Inc.

$896,045

0.59%

41,103

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$838,493

0.55%

38,463

MORGAN STANLEY

$790,117

0.52%

36,244

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	45	$981	0.1%	Defined
MORGAN STANLEY & CO. LLC	3,676	$80,136	10.1%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	28,353	$618,095	78.2%	Defined
MORGAN STANLEY SMITH BARNEY LLC	3,668	$79,962	10.1%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	502	$10,943	1.4%	Defined

Bank of New York Mellon Corp

$740,196

0.49%

33,954

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Investments Corporation	14,118	$307,772	41.6%	Defined
The Bank of New York Mellon	19,835	$432,403	58.4%	Defined
Held directly	1	$21	0.0%	Defined

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

$669,020

0.44%

30,689

Nuveen, LLC

$630,194

0.42%

28,908

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Nuveen Asset Management, LLC joint	363	$7,913	1.3%	Defined
TEACHERS ADVISORS, LLC joint	28,545	$622,281	98.7%	Defined

MILLENNIUM MANAGEMENT LLC

$601,374

0.40%

27,586

Trexquant Investment LP

$529,958

0.35%

24,310

DIMENSIONAL FUND ADVISORS LP

$528,016

0.35%

24,221

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Dimensional Fund Advisors Ltd.	741	$16,153	3.1%	Defined
DFA Australia Ltd.	643	$14,017	2.7%	Defined
Dimensional Ireland Ltd	3,019	$65,814	12.5%	Defined
Held directly	19,818	$432,032	81.8%	Sole

ROYAL BANK OF CANADA

$489,648

0.32%

22,461

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC CMA LTD.	317	$6,910	1.4%	Defined
RBC Capital Markets, LLC	22,143	$482,717	98.6%	Defined
Held directly	1	$21	0.0%	Sole

Advisory Services Network, LLC

$469,790

0.31%

21,550

NewEdge Advisors, LLC

$459,674

0.30%

21,086

Snowden Capital Advisors LLC

$458,148

0.30%

21,016

Mariner, LLC

$388,824

0.26%

17,836

Man Group plc

$366,152

0.24%

16,796

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Numeric Investors LLC	16,796	$366,152	100.0%	Defined

RHUMBLINE ADVISERS

$339,862

0.22%

15,590

Blue Edge Capital, LLC

$337,900

0.22%

15,500

GSA CAPITAL PARTNERS LLP

$326,673

0.22%

14,985

KFA Private Wealth Group, LLC

$324,057

0.21%

14,865

RAYMOND JAMES FINANCIAL INC

$318,955

0.21%

14,631

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	13,055	$284,599	89.2%	Defined
Raymond James Financial Services Advisors, Inc.	1,498	$32,656	10.2%	Defined
ClariVest Asset Management LLC joint	78	$1,700	0.5%	Defined

XTX Topco Ltd

$306,878

0.20%

14,077

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	14,077	$306,878	100.0%	Defined

SG Americas Securities, LLC

$302,976

0.20%

13,898

WELLS FARGO & COMPANY/MN

$294,408

0.19%

13,505

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	10,558	$230,164	78.2%	Defined
WELLS FARGO CLEARING SERVICES, LLC	2,947	$64,244	21.8%	Defined

Lido Advisors, LLC

$272,609

0.18%

12,505

DEUTSCHE BANK AG\

$239,909

0.16%

11,005

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DWS Investments UK Ltd	11,005	$239,909	100.0%	Defined

UBS Group AG

$234,023

0.15%

10,735

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	8,795	$191,731	81.9%	Defined
UBS AG	1,940	$42,292	18.1%	Defined

MERCER GLOBAL ADVISORS INC /ADV

$232,693

0.15%

10,674

OCCUDO QUANTITATIVE STRATEGIES LP

$231,603

0.15%

10,624

Russell Investments Group, Ltd.

$224,147

0.15%

10,282

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC	7,428	$161,930	72.2%	Defined
Russell Investments Limited joint	2,854	$62,217	27.8%	Other

Quadrature Capital Ltd

$202,173

0.13%

9,274

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Quadrature US Inc.	9,274	$202,173	100.0%	Other

OSAIC HOLDINGS, INC.

$183,839

0.12%

8,433

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	8,433	$183,839	100.0%	Defined

MetLife Investment Management, LLC

$157,941

0.10%

7,245

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
METLIFE INC	7,245	$157,941	100.0%	Defined

JPMORGAN CHASE & CO

$137,077

0.09%

6,288

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JPMorgan Chase Bank, N.A.	6,210	$135,377	98.8%	Defined
J.P. Morgan Investment Management Inc.	13	$283	0.2%	Defined
J.P. Morgan Securities plc	65	$1,417	1.0%	Defined

CITIGROUP INC

$133,633

0.09%

6,130

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	6,130	$133,633	100.0%	Defined

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

$126,549

0.08%

5,805

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Global X Management CO LLC joint	5,805	$126,549	100.0%	Defined

NEW YORK STATE COMMON RETIREMENT FUND

$101,740

0.07%

4,667

LOS ANGELES CAPITAL MANAGEMENT LLC

$101,152

0.07%

4,640

Police & Firemen's Retirement System of New Jersey

$98,579

0.06%

4,522

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Capital	4,522	$98,579	100.0%	Defined

Vanguard Global Advisers, LLC

$92,301

0.06%

4,234

BARCLAYS PLC

$80,615

0.05%

3,698

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	3,502	$76,343	94.7%	Defined
BARCLAYS CAPITAL INC.	196	$4,272	5.3%	Defined

Atlantic Union Bankshares Corp

$73,575

0.05%

3,375

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SSB Wealth Management, Inc.	3,375	$73,575	100.0%	Sole

Tower Research Capital LLC (TRC)

$49,180

0.03%

2,256

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Latour Trading LLC (Latour)	2,256	$49,180	100.0%	Defined

STRS OHIO

$34,880

0.02%

1,600

Ameritas Investment Partners, Inc.

$27,468

0.02%

1,260

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EATON VANCE MANAGEMENT	1,260	$27,468	100.0%	Other

Legal & General Group Plc

$25,397

0.02%

1,165

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Legal & General Investment Management America Inc	1,165	$25,397	100.0%	Defined

Versant Capital Management, Inc

$10,355

0.01%

475

NISA INVESTMENT ADVISORS, LLC

$7,215

0.00%

331

Arax Advisory Partners

$6,932

0.00%

318

Sterling Capital Management LLC

$5,537

0.00%

254

GAMMA Investing LLC

$5,362

0.00%

246

Quarry LP

$2,943

0.00%

135

HARBOR CAPITAL ADVISORS, INC.

$2,921

0.00%

134

Optiver Holding B.V.

$2,746

0.00%

126

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Optiver VOF	126	$2,746	100.0%	Defined

Integrated Wealth Concepts LLC

$2,594

0.00%

119

Larson Financial Group LLC

$2,158

0.00%

Allworth Financial LP

$2,158

0.00%

FMR LLC

$2,049

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	94	$2,049	100.0%	Defined

IFP Advisors, Inc

$959

0.00%

Essential Partners LLC

$915

0.00%

EverSource Wealth Advisors, LLC

$478

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BMSS Wesson Wealth Solutions, LLC	11	$239	50.0%	Sole
Held directly	11	$239	50.0%	Sole

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

$414

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Group AG	19	$414	100.0%	Defined

ROTHSCHILD INVESTMENT LLC

$283

0.00%

Farther Finance Advisors, LLC

$196

0.00%

Basecamp Wealth Advisors LLC

$174

0.00%

True Wealth Design, LLC

$130

0.00%

Covestor Ltd

$65

0.00%

SJS Investment Consulting Inc.

$21

0.00%

Wealth Enhancement Trust Services, Inc.

$21

0.00%

Keating Financial Advisory Services, Inc.

$21

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	10,984	$222,755	100.0%	Defined
Jane Street Global Trading, LLC	2	$40	0.0%	Defined

Key facts CIK 1710482 CUSIP 47805L101 13F (30d) 85 filings 85 filers Visit website Investor relations