John Marshall Bancorp, Inc.: which funds bought and sold

Institutions that bought and sold John Marshall Bancorp shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 61 institutions that filed 13F reports for both quarters added to or opened positions in John Marshall Bancorp, and 19 cut or closed them. Together they added a net 92K shares, +1.3% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 368K shares (+16.7%); index fund managers were net buyers of 145K shares (+6.5%). 23 opened a new position and 5 sold out entirely.

Bought, Q2 2026 61 institutions, 23 of them new holders Sold, Q2 2026 19 institutions, 5 of them sold out

Net change, all compared +92K shares (+1.3%)

Net change, active managers +368K shares (+16.7%), 12 bought, 0 sold

Buyers versus sellers

institutions compared, 99

61 bought 19 19 sold

Active managers and hedge funds 12 bought · 0 sold · +368K

Index fund managers 7 bought · 2 sold · +145K

Other institutions 42 bought · 17 sold · −420K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Blackrock, Inc. Index funds	+109K +12.5%	984K	$21.5M
Mackenzie Financial Corp	+88K New position	88K	$1.9M
Renaissance Technologies LLC Hedge fund	+72K +228.2%	104K	$2.3M
Acadian Asset Management LLC Active manager	+69K +304.6%	92K	$2M
Marshall Wace, LLP Hedge fund	+67K +211.7%	98K	$2.1M
Selective Wealth Management, Inc.	+41K New position	41K	$911,665
Arrowstreet Capital, Limited Partnership Hedge fund	+31K New position	31K	$669,020
Millennium Management LLC Hedge fund	+28K New position	28K	$601,375
Citadel Advisors LLC Hedge fund	+26K +127.7%	46K	$1M
Trexquant Investment LP Hedge fund	+24K New position	24K	$529,958
Dimensional Fund Advisors LP	+24K New position	24K	$528,069
Goldman Sachs Group Inc	+24K +76.6%	55K	$1.2M
Newedge Advisors, LLC	+21K New position	21K	$459,676
Geode Capital Management, LLC Index funds	+21K +7.1%	316K	$6.9M
AQR Capital Management LLC Hedge fund	+20K +94.0%	42K	$920,437
Quantinno Capital Management LP	+20K +80.2%	46K	$991,900
Man Group PLC Hedge fund	+17K New position	17K	$366,153
Blue Edge Capital, LLC	+16K New position	16K	$337,900
Morgan Stanley	+15K +70.2%	36K	$790,119
Raymond James Financial Inc	+15K New position	15K	$318,955

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Renaissance Technologies LLC Hedge fund	+72K +228.2%	104K	$2.3M
Acadian Asset Management LLC Active manager	+69K +304.6%	92K	$2M
Marshall Wace, LLP Hedge fund	+67K +211.7%	98K	$2.1M
Arrowstreet Capital, Limited Partnership Hedge fund	+31K New position	31K	$669,020
Millennium Management LLC Hedge fund	+28K New position	28K	$601,375
Citadel Advisors LLC Hedge fund	+26K +127.7%	46K	$1M
Trexquant Investment LP Hedge fund	+24K New position	24K	$529,958
AQR Capital Management LLC Hedge fund	+20K +94.0%	42K	$920,437
Man Group PLC Hedge fund	+17K New position	17K	$366,153
Quadrature Capital Ltd Hedge fund	+9,274 New position	9,274	$202,173

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Fj Capital Management LLC	−412K Sold out	0	—
Rhino Investment Partners, Inc	−119K Sold out	0	—
Fourthstone LLC	−108K Sold out	0	—
Mai Capital Management	−65K −32.8%	133K	$2.9M
Toth Financial Advisory Corp	−32K −8.8%	336K	$7.3M
Bank Of America Corp	−29K −13.8%	178K	$3.9M
Jane Street Group, LLC	−11K Sold out	0	—
Advisory Services Network, LLC	−3,169 −12.8%	22K	$469,790
Vanguard Capital Management LLC Index funds	−2,806 −0.5%	535K	$11.7M
Osaic Holdings, Inc.	−1,978 −19.0%	8,433	$183,839
Rhumbline Advisers Index funds	−1,042 −6.3%	16K	$339,858
California State Teachers Retirement System	−510 −74.6%	174	$3,793
UBS Group AG	−307 −2.8%	11K	$234,023
Mirae Asset Global Etfs Holdings Ltd.	−215 −3.6%	5,805	$126,549
Sterling Capital Management LLC	−164 −39.2%	254	$5,537
Eversource Wealth Advisors, LLC	−69 −75.8%	22	$480
Root Financial Partners, LLC	−6 Sold out	0	—
Cresset Asset Management, LLC	−1 0.0%	104K	$2.3M
Snowden Capital Advisors LLC	−1 0.0%	21K	$458,149

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
None of the active managers on our list.

New positions

largest by value

Institution	Shares	Value June 30, 2026
Mackenzie Financial Corp	88K	$1.9M
Selective Wealth Management, Inc.	41K	$911,665
Arrowstreet Capital, Limited PartnershipHedge fund	31K	$669,020
Millennium Management LLCHedge fund	28K	$601,375
Trexquant Investment LPHedge fund	24K	$529,958
Dimensional Fund Advisors LP	24K	$528,069
Newedge Advisors, LLC	21K	$459,676
Man Group PLCHedge fund	17K	$366,153
Blue Edge Capital, LLC	16K	$337,900
Raymond James Financial Inc	15K	$318,955

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Fj Capital Management LLC	412K	$8.4M
Rhino Investment Partners, Inc	119K	$2.4M
Fourthstone LLC	108K	$2.2M
Jane Street Group, LLC	11K	$222,797
Root Financial Partners, LLC	6	$122

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 94
Ten largest holders: 73.6%
Index fund managers: 34.1%
Active managers and hedge funds: 36.9%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	12	0	6	0	+368K	+16.7%
Index fund managers	7	2	0	0	+145K	+6.5%
Other institutions	42	17	17	5	−420K	−17.2%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on John Marshall Bancorp.

Only managers that filed a holdings report for both quarters are compared (99 here). 2 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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