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Regional Management (RM) Institutional Ownership

Regional Management logo
$32.62 -0.06 (-0.18%)
As of 08/28/2026 03:57 PM Eastern
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Institutional Ownership Changes (13F Filings) for Regional Management (NYSE:RM)

Current
Institutional Ownership
Percentage
98.89%
Number of
Institutional Buyers
(last 12 months)
56
Total
Institutional Inflows
(last 12 months)
$130.49M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$13.98M
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RM Institutional Buying and Selling by Quarter

Regional Management Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/24/2026 California State Teachers Retirement System4,985$205K0.0%+917.3%0.054%
8/20/2026 Susquehanna Fundamental Investments LLC6,461$266K0.0%N/A0.070%
8/19/2026 Wellington Management Group LLP124,788$5.14M0.0%-21.8%1.353%
8/18/2026 Empowered Funds LLC65,304$2.69M0.0%N/A0.708%
8/18/2026 Public Employees Retirement System of Ohio7,930$327K0.0%N/A0.086%
8/17/2026 Bank of America Corp DE14,333$591K0.0%N/A0.155%
8/17/2026 Basswood Capital Management L.L.C.855,425$35.24M1.4%N/A9.268%
8/15/2026 Man Group plc55,048$2.27M0.0%N/A0.596%
8/14/2026 PDT Partners LLC24,998$1.03M0.1%N/A0.271%
8/14/2026 Canada Pension Plan Investment Board6,900$284K0.0%N/A0.075%
8/14/2026 Legal & General Group Plc812$33K0.0%N/A0.009%
8/14/2026 Algert Global LLC5,072$209K0.0%N/A0.055%
8/13/2026 Connor Clark & Lunn Investment Management Ltd.33,123$1.37M0.0%N/A0.359%
8/13/2026 Globeflex Capital L P34,663$1.43M0.2%N/A0.376%
8/10/2026 Tieton Capital Management LLC318,259$13.11M3.8%N/A3.450%
8/7/2026 BlackRock Inc.1,153,246$47.51M0.0%N/A12.500%
8/7/2026 Deutsche Bank AG8,562$353K0.0%N/A0.093%
8/6/2026 Bank of New York Mellon Corp76,776$3.16M0.0%N/A0.832%
5/19/2026 Bank of America Corp DE11,375$367K0.0%-27.3%0.124%
5/18/2026 Empowered Funds LLC60,709$1.96M0.0%+9.7%0.659%
5/16/2026 Quantinno Capital Management LP23,621$762K0.0%+93.8%0.257%
5/16/2026 Lazard Asset Management LLC31,138$1.00M0.0%N/A0.338%
5/14/2026 Renaissance Technologies LLC223,233$7.20M0.0%-8.2%2.424%
5/14/2026 Arrowstreet Capital Limited Partnership108,439$3.50M0.0%+2.5%1.177%
5/14/2026 Sei Investments Co.157,151$5.07M0.0%+117.9%1.706%
5/7/2026 Dimensional Fund Advisors LP692,034$22.32M0.0%+0.0%7.417%
5/6/2026 Allspring Global Investments Holdings LLC11,810$385K0.0%+10.2%0.127%
5/5/2026 Bank of New York Mellon Corp75,886$2.45M0.0%-5.0%0.813%
4/29/2026 R Squared Ltd6,572$212K0.1%N/A0.070%
4/22/2026 Janney Montgomery Scott LLC17,464$563K0.0%+2.8%0.187%
3/20/2026 Hsbc Holdings PLC6,416$248K0.0%N/A0.068%
3/9/2026 EMC Capital Management3,221$125K0.1%-15.0%0.034%
2/18/2026 Empowered Funds LLC55,344$2.15M0.0%+10.5%0.570%
2/18/2026 Wellington Management Group LLP218,164$8.45M0.0%+9.9%2.247%
2/18/2026 Millennium Management LLC13,023$505K0.0%-33.0%0.134%
2/18/2026 Bridgeway Capital Management LLC111,844$4.33M0.1%+4.9%1.152%
2/17/2026 AQR Capital Management LLC40,324$1.56M0.0%+65.0%0.415%
2/17/2026 Trexquant Investment LP20,764$805K0.0%-24.9%0.214%
2/17/2026 Russell Investments Group Ltd.3,876$150K0.0%+9.9%0.040%
2/17/2026 State of Wisconsin Investment Board32,645$1.27M0.0%-1.5%0.336%
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2/16/2026 Panagora Asset Management Inc.27,837$1.08M0.0%+38.0%0.287%
2/16/2026 Basswood Capital Management L.L.C.856,641$33.20M1.3%-16.4%8.822%
2/13/2026 Kestra Advisory Services LLC1,270$49K0.0%N/A0.013%
2/13/2026 Jacobs Levy Equity Management Inc.62,557$2.42M0.0%-10.7%0.644%
2/13/2026 First Trust Advisors LP28,006$1.09M0.0%+1.6%0.288%
2/13/2026 Charles Schwab Investment Management Inc.182,666$7.08M0.0%+21.3%1.881%
2/13/2026 State Street Corp175,407$6.80M0.0%+0.5%1.806%
2/13/2026 Wells Fargo & Company MN10,120$392K0.0%+48.2%0.104%
2/12/2026 Renaissance Technologies LLC243,137$9.42M0.0%+15.8%2.504%
2/12/2026 Dimensional Fund Advisors LP691,701$26.80M0.0%-0.9%7.124%
2/12/2026 EntryPoint Capital LLC8,978$348K0.1%+46.4%0.092%
2/12/2026 Integrated Quantitative Investments LLC24,732$958K0.2%+175.9%0.255%
2/11/2026 Empowered Funds LLC55,344$2.15M0.0%+10.5%0.570%
2/11/2026 Deutsche Bank AG7,827$303K0.0%+8.9%0.081%
2/11/2026Brandywine Global Investment Management LLC13,600$527K0.0%-2.9%0.140%
2/11/2026 WINTON GROUP Ltd11,271$437K0.0%-22.1%0.116%
2/10/2026 Goldman Sachs Group Inc.150,464$5.83M0.0%+11.7%1.550%
2/10/2026 Tieton Capital Management LLC304,698$11.81M4.0%-0.3%3.138%
2/10/2026 Hillsdale Investment Management Inc.97,517$3.78M0.1%+2.5%1.004%
2/9/2026 Geode Capital Management LLC204,488$7.93M0.0%-1.9%2.106%
2/6/2026 Legato Capital Management LLC11,746$455K0.0%N/A0.121%
2/6/2026 LSV Asset Management338,832$13.13M0.0%+7.7%3.490%
1/23/2026 State of Alaska Department of Revenue667$25K0.0%N/A0.007%
1/15/2026 Allspring Global Investments Holdings LLC10,718$421K0.0%+8.4%0.110%
1/9/2026 SG Americas Securities LLC2,888$112K0.0%N/A0.030%
1/1/2026 JPMorgan Chase & Co.4,152$162K0.0%-13.9%0.043%
11/18/2025 Advisory Services Network LLC1,000$39K0.0%N/A0.010%
11/17/2025 Jacobs Levy Equity Management Inc.70,086$2.73M0.0%+17.8%0.722%
11/17/2025 Wexford Capital LP825$32K0.0%N/A0.008%
11/17/2025 Public Employees Retirement System of Ohio4,910$191K0.0%+36.8%0.051%
11/17/2025 Millennium Management LLC19,430$757K0.0%+41.3%0.200%
11/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.4,216$164K0.0%-17.0%0.043%
11/17/2025 Citadel Advisors LLC10,609$413K0.0%N/A0.109%
11/17/2025 Bank of America Corp DE11,114$433K0.0%+82.5%0.114%
11/17/2025 Ameriprise Financial Inc.19,885$775K0.0%-15.1%0.205%
11/14/2025 Creative Planning5,702$222K0.0%N/A0.059%
11/14/2025 Bridgeway Capital Management LLC106,577$4.15M0.1%-1.0%1.097%
11/14/2025 Squarepoint Ops LLC6,154$240K0.0%-19.6%0.063%
11/13/2025 Arrowstreet Capital Limited Partnership107,182$4.18M0.0%+33.3%1.094%
11/13/2025 UBS Group AG56,676$2.21M0.0%-44.3%0.578%
11/13/2025 BNP Paribas Financial Markets2,077$81K0.0%+45.3%0.021%
11/13/2025 Franklin Resources Inc.7,378$287K0.0%N/A0.075%
11/13/2025 WINTON GROUP Ltd14,468$564K0.0%+55.6%0.148%
11/13/2025 Russell Investments Group Ltd.3,526$137K0.0%+45.4%0.036%
11/13/2025 First Trust Advisors LP27,570$1.07M0.0%-5.6%0.281%
11/12/2025 Barclays PLC20,005$779K0.0%-22.7%0.204%
11/12/2025 Integrated Quantitative Investments LLC8,965$349K0.1%N/A0.091%
11/12/2025 Dimensional Fund Advisors LP697,896$27.19M0.0%-1.1%7.122%
11/10/2025 Hillsdale Investment Management Inc.95,155$3.71M0.1%N/A0.971%
11/7/2025Vanguard Group Inc.457,444$17.82M0.0%-0.3%4.668%
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11/7/2025 JPMorgan Chase & Co.4,152$162K0.0%-13.9%0.042%
11/6/2025 LSV Asset Management314,600$12.26M0.0%-6.4%3.211%
11/6/2025 Rhumbline Advisers13,455$524K0.0%+3.6%0.137%
10/15/2025CWM LLC1,065$41K0.0%+43.7%0.011%
10/14/2025 Exchange Traded Concepts LLC6,244$243K0.0%-27.2%0.064%
10/9/2025 Voya Investment Management LLC14,174$552K0.0%-11.1%0.145%
8/15/2025 Man Group plc10,625$310K0.0%-9.5%0.108%
8/15/2025 Engineers Gate Manager LP9,264$271K0.0%-7.4%0.095%
8/15/2025 Bridgeway Capital Management LLC107,661$3.15M0.1%+4.2%1.099%
8/15/2025 Bank of America Corp DE6,090$178K0.0%-36.3%0.062%


RM Institutional Ownership - Frequently Asked Questions

During the previous two years, 102 institutional investors and hedge funds held shares of Regional Management. The most heavily invested institutionals were BlackRock Inc. ($47.51M), Basswood Capital Management L.L.C. ($35.24M), Forager Capital Management LLC ($31.70M), Dimensional Fund Advisors LP ($22.32M), Vanguard Group Inc. ($17.82M), LSV Asset Management ($13.13M), and Tieton Capital Management LLC ($13.11M).Learn more on Regional Management's institutional investors.

98.89% of Regional Management's stock is owned by institutional investors. Learn more on RM's institutional investor holdings.

Of the 94 institutional investors that purchased Regional Management's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: BlackRock Inc. ($1.15M), Basswood Capital Management L.L.C. ($859.92K), Tieton Capital Management LLC ($413.18K), Twin Lions Management LLC ($328.34K), Forager Capital Management LLC ($186.07K), Goldman Sachs Group Inc. ($137.28K), and Hillsdale Investment Management Inc. ($97.52K).

Institutional investors have bought a total of 3,216,777 shares in the last 24 months. This purchase volume represents approximately $130.49M in transactions.

Of the 27 institutional investors that sold Regional Management's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Basswood Capital Management L.L.C. ($167.67K), UBS Group AG ($44.99K), Wellington Management Group LLP ($34.80K), LSV Asset Management ($21.50K), Renaissance Technologies LLC ($19.90K), Dimensional Fund Advisors LP ($13.67K), and Jacobs Levy Equity Management Inc. ($7.53K).

Institutional investors have sold a total of 362,618 shares in the last 24 months. This volume of shares sold represents approximately $13.98M in transactions.


Related Companies

Institutional ownership data for NYSE:RM is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/24/2026. New 13F filings are added each quarter as they're published.
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