SEC 13F Intelligence

JMSBJOHN MARSHALL BANCORP INC

CUSIP 47805L101 · Yahoo Finance ↗ · Google Finance ↗

John Marshall Bancorp Inc (JMSB) has 78 institutional holders in Filings Flow’s 13F database, together reporting 6.87M shares worth $99M as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Vanguard Capital Management LLC.

Institutional Holders
78
Q1 2026
Reported Value
$99M
Ticker
JMSB
Quarters Tracked
9

Ownership Trend

Institutional holders
Q4 ’18: 4Q4 ’18Q1 ’19: 3Q2 ’19: 3Q2 ’19Q3 ’19: 3Q2 ’21: 1Q2 ’21Q4 ’22: 43Q4 ’25: 72Q4 ’25Q1 ’26: 78Q2 ’26: 4Q2 ’26filingsflow.com
Total reported value
Q4 ’18: $6MQ4 ’18Q1 ’19: $3MQ2 ’19: $3MQ2 ’19Q3 ’19: $3MQ2 ’21: $329,000Q2 ’21Q4 ’22: $44MQ4 ’25: $96MQ4 ’25Q1 ’26: $99MQ2 ’26: $174,827Q2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Elizabeth Park Capital Advisors, Ltd.$130M AUM1.64%$2M105.3KQ1 2026OLDER
FJ Capital Management LLC$888M AUM0.94%$8M412.3KQ1 2026OLDER
TOTH FINANCIAL ADVISORY CORP$911M AUM0.82%$7M368.6KQ1 2026OLDER
EVERMAY WEALTH MANAGEMENT LLC$902M AUM0.79%$7M350.0KQ1 2026OLDER
Rhino Investment Partners, Inc$359M AUM0.67%$2M118.6KQ1 2026OLDER
Meridian Financial Partners LLC$263M AUM0.45%$1M57.6KQ1 2026OLDER
Fourthstone LLC$590M AUM0.37%$2M108.2KQ1 2026OLDER
Hingham Institution for Savings$113M AUM0.08%$99,9505.0KQ4 2025OLDER
KFA Private Wealth Group, LLC$417M AUM0.07%$301,46214.9KQ1 2026OLDER
T. Rowe Price Investment Management, Inc.$145M AUM0.03%$39,8611.97MQ1 2026OLDER
MAI Capital Management$17.7B AUM0.02%$4M198.1KQ1 2026OLDER
Snowden Capital Advisors LLC$3.8B AUM0.01%$426,22521.0KQ1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.01%$1M64.1KQ1 2026OLDER
Cresset Asset Management, LLC$23.1B AUM0.01%$2M104.5KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.01%$501,30124.7KQ1 2026OLDER
BROWN ADVISORY INC$60.9B AUM0.00%$2M108.3KQ1 2026OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.00%$48,6012.5KQ3 2025OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.00%$68,4453.4KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$228,51711.5KQ3 2025OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$640,84831.6KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$10,355475Q2 2026
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$35,4491.7KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$511,96925.2KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$25,5531.3KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$146,9297.2KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$638,25131.5KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$324,29716.5KQ4 2025OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$50,2942.5KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$2M79.5KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$338,10916.7KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$6M295.3KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$18M875.4KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$211,13510.4KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$4M206.7KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$337,28916.6KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$11M537.4KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$2M99.5KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$441,29221.8KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$14M692.6KQ4 2025OLDER
GAMMA Investing LLC$2.7B AUM0.00%$5,363246Q2 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$122,0866.0KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$8,477418Q1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$577,73728.5KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$4M217.4KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$94,6474.7KQ1 2026OLDER
STRS OHIO$25.2B AUM0.00%$32,4481.6KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$632,87831.2KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$742,18736.6KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$262,20913.1KQ4 2025OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$1M72.9KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$423,00020.8KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$636,83231.4KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$413,40820.4KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$194,4659.6KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$1,84591Q1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$85,8664.2KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$223,93211.0KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$156,5547.7KQ2 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$222,79711.0KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$6,713331Q1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$402,86920.2KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$21,2331.0KQ1 2026OLDER
Essential Partners LLC$250M AUM0.00%$563Q1 2026OLDER
CWM, LLC$38.1B AUM0.00%$8,051397Q1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$68,3433.4KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$13,872684Q1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$18,596917Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$105,0615.1KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$211Q1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$20310Q1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$1226Q1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$23,6261.2KQ1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$201Q1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$412Q1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$814Q1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$201Q1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$2,555126Q2 2026
Allworth Financial LP$24.7B AUM0.00%$20310Q1 2026OLDER
FMR LLC$1.90T AUM0.00%$1,62280Q1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$38519Q1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.