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Regional Management (RM) Institutional Ownership

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$31.62 -1.17 (-3.57%)
As of 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)
53
Total
Institutional Inflows
(last 12 months)
$81.38M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$12.88M
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RM Institutional Buying and Selling by Quarter

Regional Management Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/19/2026Bank of America Corp DE11,375$367K0.0%-27.3%0.124%
5/18/2026Empowered Funds LLC60,709$1.96M0.0%+9.7%0.659%
5/16/2026Quantinno Capital Management LP23,621$762K0.0%+93.8%0.257%
5/16/2026Lazard Asset Management LLC31,138$1.00M0.0%N/A0.338%
5/14/2026Renaissance Technologies LLC223,233$7.20M0.0%-8.2%2.424%
5/14/2026Arrowstreet Capital Limited Partnership108,439$3.50M0.0%+2.5%1.177%
5/14/2026Sei Investments Co.157,151$5.07M0.0%+117.9%1.706%
5/7/2026Dimensional Fund Advisors LP692,034$22.32M0.0%+0.0%7.417%
5/6/2026Allspring 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%
3/20/2026Hsbc Holdings PLC6,416$248K0.0%N/A0.068%
3/9/2026 EMC Capital Management3,221$125K0.1%-15.0%0.034%
2/18/2026Empowered Funds LLC55,344$2.15M0.0%+10.5%0.570%
2/18/2026Wellington Management Group LLP218,164$8.45M0.0%+9.9%2.247%
2/18/2026Millennium Management LLC13,023$505K0.0%-33.0%0.134%
2/18/2026Bridgeway Capital Management LLC111,844$4.33M0.1%+4.9%1.152%
2/17/2026AQR Capital Management LLC40,324$1.56M0.0%+65.0%0.415%
2/17/2026Trexquant Investment LP20,764$805K0.0%-24.9%0.214%
2/17/2026 Russell Investments Group Ltd.3,876$150K0.0%+9.9%0.040%
2/17/2026State of Wisconsin Investment Board32,645$1.27M0.0%-1.5%0.336%
2/16/2026 Panagora Asset Management Inc.27,837$1.08M0.0%+38.0%0.287%
2/16/2026Basswood 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%
2/13/2026Jacobs Levy Equity Management Inc.62,557$2.42M0.0%-10.7%0.644%
2/13/2026First Trust Advisors LP28,006$1.09M0.0%+1.6%0.288%
2/13/2026Charles 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%
2/13/2026Wells Fargo & Company MN10,120$392K0.0%+48.2%0.104%
2/12/2026Renaissance Technologies LLC243,137$9.42M0.0%+15.8%2.504%
2/12/2026Dimensional Fund Advisors LP691,701$26.80M0.0%-0.9%7.124%
2/12/2026EntryPoint Capital LLC8,978$348K0.1%+46.4%0.092%
2/12/2026Integrated Quantitative Investments LLC24,732$958K0.2%+175.9%0.255%
2/11/2026Empowered 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%
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2/11/2026 WINTON GROUP Ltd11,271$437K0.0%-22.1%0.116%
2/10/2026Goldman Sachs Group Inc.150,464$5.83M0.0%+11.7%1.550%
2/10/2026Tieton Capital Management LLC304,698$11.81M4.0%-0.3%3.138%
2/10/2026Hillsdale Investment Management Inc.97,517$3.78M0.1%+2.5%1.004%
2/9/2026Geode 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%
1/15/2026Allspring Global Investments Holdings LLC10,718$421K0.0%+8.4%0.110%
1/9/2026 SG Americas Securities LLC2,888$112K0.0%N/A0.030%
1/1/2026JPMorgan Chase & Co.4,152$162K0.0%-13.9%0.043%
11/18/2025Advisory Services Network LLC1,000$39K0.0%N/A0.010%
11/17/2025Jacobs Levy Equity Management Inc.70,086$2.73M0.0%+17.8%0.722%
11/17/2025Wexford Capital LP825$32K0.0%N/A0.008%
11/17/2025Public Employees Retirement System of Ohio4,910$191K0.0%+36.8%0.051%
11/17/2025Millennium Management LLC19,430$757K0.0%+41.3%0.200%
11/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.4,216$164K0.0%-17.0%0.043%
11/17/2025Citadel Advisors LLC10,609$413K0.0%N/A0.109%
11/17/2025Bank of America Corp DE11,114$433K0.0%+82.5%0.114%
11/17/2025Ameriprise Financial Inc.19,885$775K0.0%-15.1%0.205%
11/14/2025Creative Planning5,702$222K0.0%N/A0.059%
11/14/2025Bridgeway Capital Management LLC106,577$4.15M0.1%-1.0%1.097%
11/14/2025Squarepoint Ops LLC6,154$240K0.0%-19.6%0.063%
11/13/2025Arrowstreet Capital Limited Partnership107,182$4.18M0.0%+33.3%1.094%
11/13/2025UBS Group AG56,676$2.21M0.0%-44.3%0.578%
11/13/2025BNP Paribas Financial Markets2,077$81K0.0%+45.3%0.021%
11/13/2025Franklin 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%
11/13/2025First Trust Advisors LP27,570$1.07M0.0%-5.6%0.281%
11/12/2025Barclays PLC20,005$779K0.0%-22.7%0.204%
11/12/2025Integrated Quantitative Investments LLC8,965$349K0.1%N/A0.091%
11/12/2025Dimensional Fund Advisors LP697,896$27.19M0.0%-1.1%7.122%
11/10/2025Hillsdale 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%
11/7/2025JPMorgan Chase & Co.4,152$162K0.0%-13.9%0.042%
11/6/2025 LSV Asset Management314,600$12.26M0.0%-6.4%3.211%
11/6/2025Rhumbline 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%
10/9/2025Voya Investment Management LLC14,174$552K0.0%-11.1%0.145%
8/15/2025Man Group plc10,625$310K0.0%-9.5%0.108%
8/15/2025Engineers Gate Manager LP9,264$271K0.0%-7.4%0.095%
8/15/2025Bridgeway Capital Management LLC107,661$3.15M0.1%+4.2%1.099%
8/15/2025Bank of America Corp DE6,090$178K0.0%-36.3%0.062%
8/15/2025Ameriprise Financial Inc.23,430$684K0.0%+35.6%0.239%
8/14/2025Basswood Capital Management L.L.C.1,024,310$29.92M1.4%+0.4%10.452%
8/14/2025 WINTON GROUP Ltd9,301$272K0.0%N/A0.095%
8/13/2025First Trust Advisors LP29,197$853K0.0%+3.0%0.298%
8/13/2025Invesco Ltd.14,278$417K0.0%-7.2%0.146%
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8/13/2025Arrowstreet Capital Limited Partnership80,425$2.35M0.0%+65.3%0.821%
8/13/2025 Panagora Asset Management Inc.20,120$588K0.0%+181.5%0.205%
8/13/2025Forager Capital Management LLC1,085,098$31.70M15.5%+20.7%11.072%
8/12/2025Tieton Capital Management LLC295,081$8.62M3.5%+18.6%3.011%
8/12/2025Ameritas Investment Partners Inc.947$28K0.0%+41.1%0.010%
8/12/2025Prudential Financial Inc.28,601$835K0.0%-9.5%0.292%
8/12/2025American Century Companies Inc.187,837$5.49M0.0%+15.1%1.917%
8/12/2025Rhumbline Advisers12,988$379K0.0%+7.1%0.133%
8/12/2025Brandywine Global Investment Management LLC13,280$388K0.0%N/A0.136%
8/12/2025JPMorgan Chase & Co.4,824$141K0.0%+9.7%0.049%


RM Institutional Ownership - Frequently Asked Questions

During the previous two years, 98 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. ($33.20M), 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 ($11.81M).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 88 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), Twin Lions Management LLC ($328.34K), Tieton Capital Management LLC ($195.48K), Forager Capital Management LLC ($186.07K), Goldman Sachs Group Inc. ($137.28K), Hillsdale Investment Management Inc. ($97.52K), and Sei Investments Co. ($85.04K).

Institutional investors have bought a total of 2,125,719 shares in the last 24 months. This purchase volume represents approximately $81.38M in transactions.

Of the 30 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), LSV Asset Management ($21.50K), Renaissance Technologies LLC ($19.90K), Dimensional Fund Advisors LP ($13.67K), Bank of America Corp DE ($7.75K), and Jacobs Levy Equity Management Inc. ($7.53K).

Institutional investors have sold a total of 339,550 shares in the last 24 months. This volume of shares sold represents approximately $12.88M in transactions.



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 8/7/2026. New 13F filings are added each quarter as they're published.
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