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Regional Management (RM) Institutional Ownership

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$41.27 -0.27 (-0.65%)
Closing price 03:59 PM Eastern
Extended Trading
$41.22 -0.05 (-0.13%)
As of 05:34 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)
54
Total
Institutional Inflows
(last 12 months)
$31.00M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$13.31M
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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
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%
5/5/2026Bank of New York Mellon Corp75,886$2.45M0.0%-5.0%0.813%
4/29/2026R Squared Ltd6,572$212K0.1%N/A0.070%
4/22/2026Janney Montgomery Scott LLC17,464$563K0.0%+2.8%0.187%
3/20/2026Hsbc Holdings PLC6,416$248K0.0%N/A0.068%
3/9/2026EMC 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%
2/17/2026Russell 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%
2/16/2026Panagora 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%
2/13/2026Kestra 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%
2/13/2026State 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%
2/11/2026Deutsche Bank AG7,827$303K0.0%+8.9%0.081%
2/11/2026Brandywine Global Investment Management LLC13,600$527K0.0%-2.9%0.140%
2/11/2026WINTON 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%
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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%
2/6/2026Legato Capital Management LLC11,746$455K0.0%N/A0.121%
2/6/2026LSV Asset Management338,832$13.13M0.0%+7.7%3.490%
1/23/2026State of Alaska Department of Revenue667$25K0.0%N/A0.007%
1/15/2026Allspring Global Investments Holdings LLC10,718$421K0.0%+8.4%0.110%
1/9/2026SG 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%
11/13/2025WINTON GROUP Ltd14,468$564K0.0%+55.6%0.148%
11/13/2025Russell 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%
11/6/2025LSV 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%
10/14/2025Exchange 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%
8/14/2025WINTON 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%
8/13/2025Arrowstreet Capital Limited Partnership80,425$2.35M0.0%+65.3%0.821%
8/13/2025Panagora 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%
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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%
8/11/2025EMC Capital Management3,790$111K0.1%-37.9%0.039%
8/8/2025Geode Capital Management LLC211,734$6.19M0.0%+6.4%2.161%
8/7/2025Acadian Asset Management LLC163,990$4.79M0.0%+5.2%1.673%


RM Institutional Ownership - Frequently Asked Questions

During the previous two years, 97 institutional investors and hedge funds held shares of Regional Management. The most heavily invested institutionals were 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), Tieton Capital Management LLC ($11.81M), and Twin Lions Management LLC ($11.16M).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 87 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: 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), Sei Investments Co. ($85.04K), and Acadian Asset Management LLC ($78.83K).

Institutional investors have bought a total of 912,237 shares in the last 24 months. This purchase volume represents approximately $31.00M in transactions.

Of the 32 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), Los Angeles Capital Management LLC ($13.98K), Dimensional Fund Advisors LP ($13.67K), and Bank of America Corp DE ($7.75K).

Institutional investors have sold a total of 354,072 shares in the last 24 months. This volume of shares sold represents approximately $13.31M in transactions.



This page (NYSE:RM) was last updated on 6/30/2026 by MarketBeat.com Staff.
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