Regional Management RM Institutional Ownership

NYSE RM

$32.55 -0.10 (-0.31%)

At close: Aug 28, 2026 · 4:00 PM EDT

Institutions by Trading Activity

123 Institutions

Increased 73 59.3%

Unchanged 19 15.4%

Reduced 31 25.2%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

92.12%

▲+3.06 pp QoQ

Shares Held by Institutions

8.28Mn

of 8.99Mn outstanding

▲+2.63% QoQ

Shares Outstanding

8.99Mn

707.88K held outside 13F filers

Institutional Investors

123

filed 13F for Jun 2026

▲+11 vs prior quarter

Net Shares Added (QoQ)

+212.23K

accumulated since last quarter

Value of Holdings

$269.52Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Regional Management Corp. (NYSE:RM) appears in 111 institutional 13F filings for the quarter ending March 2026.

Collectively, these holders controlled 538.3% of Regional Management's outstanding shares in March 2026, up from 524.6% in December 2025.
Their total shares held in RM increased 10.05% quarter over quarter, and separately, investors owning Regional Management increased 4.72% from a year ago.
Activity in RM broke down as 60 buyers, 34 sellers, and 17 unchanged among 111 total holders.
The aggregate institutional position in Regional Management amounted to 8.16Mn shares as of March 2026, up by 745.51K shares quarter on quarter, and down 425.45K shares year over year.
As of March 31, 2026, the biggest holder of Regional Management is BlackRock, Inc. at 1.14Mn shares, representing 74.96% of shares outstanding.
Top purchasers of RM stock for the quarter ending March 2026 included VANGUARD CAPITAL MANAGEMENT LLC (344.84K), Tieton Capital Management, LLC (320.22K), EverSource Wealth Advisors, LLC (100.8K), Sei Investments Co (85.04K), VANGUARD FIDUCIARY TRUST CO (55.98K).
The largest sales of RM for the quarter ending March 2026 came from Goldman Sachs Group Inc (138.13K), ACADIAN ASSET MANAGEMENT LLC (68.06K), Forager Capital Management, LLC (65.84K), WELLINGTON MANAGEMENT GROUP LLP (58.58K), Empowered Funds, LLC (49.98K).
Regional Management's 10 largest shareholders as of March 2026 include BlackRock, Inc. (1.14Mn), Forager Capital Management, LLC (1.02Mn), BASSWOOD CAPITAL MANAGEMENT, L.L.C. (820.68K), DIMENSIONAL FUND ADVISORS LP (692.03K), VANGUARD CAPITAL MANAGEMENT LLC (344.84K), LSV ASSET MANAGEMENT (343.23K), Tieton Capital Management, LLC (320.22K), AMERICAN CENTURY COMPANIES INC (260.87K), RENAISSANCE TECHNOLOGIES LLC (223.23K), GEODE CAPITAL MANAGEMENT, LLC (212.59K) per Business Quant data.

Form 13F Holdings

123 Institutional Holders

Report period 30 Jun, 2026

Total shares held 8.28Mn

Of outstanding 92.12%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	1,153,246	12.83%	▲16,792	+1.48%	$47.51Mn
2	Forager Capital Management, LLC	0001802986	948,458	10.55%	▼70,805	-6.95%	$39.08Mn
3	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	0001085393	855,425	9.52%	▲34,748	+4.23%	$35.24Mn
4	DIMENSIONAL FUND ADVISORS LP	0000354204	690,610	7.68%	▼1,424	-0.21%	$28.45Mn
5	LSV ASSET MANAGEMENT	0001050470	341,632	3.80%	▼1,600	-0.47%	$14.08K
6	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	335,593	3.73%	▼9,249	-2.68%	$13.83Mn
7	Tieton Capital Management, LLC	0001381954	318,259	3.54%	▼1,965	-0.61%	$13.11K
8	AMERICAN CENTURY COMPANIES INC	0000748054	289,157	3.22%	▲28,288	+10.84%	$11.91Mn
9	GEODE CAPITAL MANAGEMENT, LLC	0001214717	225,101	2.50%	▲12,515	+5.89%	$9.28Mn
10	RENAISSANCE TECHNOLOGIES LLC	0001037389	185,541	2.06%	▼37,692	-16.88%	$7.64Mn
11	State Street Corp	0000093751	173,238	1.93%	▼744	-0.43%	$7.14Mn
12	Goldman Sachs Group Inc	0000886982	156,538	1.74%	▼6,259	-3.84%	$6.45Mn
13	WELLINGTON MANAGEMENT GROUP LLP	0000902219	124,788	1.39%	▼34,800	-21.81%	$5.14Mn
14	Sixth Street Partners Management Company, L.P.	0001812095	122,205	1.36%	▲122,205	0.00%	$5.03Mn
14	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	122,205	1.36%	▼37,622	-23.54%	$5.03Mn
15	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0001107261	121,804	1.36%	▲4,595	+3.92%	$5.02Mn
16	Hillsdale Investment Management Inc.	0001368465	113,717	1.27%	▲16,200	+16.61%	$4.69Mn
17	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0001164508	111,884	1.24%	▲3,445	+3.18%	$4.61Mn
18	Morgan Stanley	0000895421	109,554	1.22%	▲25,761	+30.74%	$4.51Mn
19	JACOBS LEVY EQUITY MANAGEMENT, INC	0000884414	105,713	1.18%	▲34,619	+48.69%	$4.36Mn

Showing 1 to 20 of 123 holders