Regional Management RM Institutional Ownership

NYSE RM

$33.85 +0.10 (+0.30%)

As of: Oct 21, 2026 · 1:57 PM EDT

Institutions by Trading Activity

122 Institutions

Increased 72 59.0%

Unchanged 19 15.6%

Reduced 31 25.4%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

87.34%

▼-0.05 pp QoQ

Shares Held by Institutions

8.16Mn

of 9.34Mn outstanding

▼-0.04% QoQ

Shares Outstanding

9.34Mn

1.18Mn held outside 13F filers

Institutional Investors

122

filed 13F for Jun 2026

▲+10 vs prior quarter

Net Shares Added (QoQ)

-3.09K

distributed since last quarter

Value of Holdings

$275.57Mn

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

Updated Oct 11, 2026

Regional Management Corp. (NYSE:RM) was reported as a holding by 122 institutional investors in 13F filings for the quarter ended June 30, 2026.

These investors held 87.34% of Regional Management's outstanding shares at the end of Q2 2026, down from 87.40% in Q1 2026.
Total holdings of RM shares fell 0.04% from Q1 2026, and the holder count rose 24.49% from Q2 2025.
Of the 122 holders of RM in Q2 2026, 72 added to their positions, 31 reduced their stakes and 19 left their positions unchanged.
In total, institutional investors held 8.16Mn shares of Regional Management at the end of Q2 2026, down 3.09K from the prior quarter and up 279.75K from a year earlier.
BlackRock, Inc. was the top holder of Regional Management as of June 30, 2026, with 1.15Mn shares, or 12.35% of shares outstanding.
Among holders that already owned Regional Management, the biggest buyers in Q2 2026 were Creative Planning (+36.1K shares), Citadel Advisors LLC (+35.28K shares), Basswood Capital Management, L.L.C. (+34.75K shares), Jacobs Levy Equity Management, Inc (+34.62K shares) and American Century Companies Inc (+28.29K shares).
The largest position reductions in RM for Q2 2026 were by EverSource Wealth Advisors, LLC (-100.79K shares), SEI Investments Co (-82.34K shares), Forager Capital Management, LLC (-70.81K shares), Renaissance Technologies LLC (-37.69K shares) and Charles Schwab Investment Management Inc (-37.62K shares).
Regional Management's 10 largest institutional shareholders as of Q2 2026 were BlackRock, Inc. (1.15Mn shares), Forager Capital Management, LLC (948.46K shares), Basswood Capital Management, L.L.C. (855.42K shares), Dimensional Fund Advisors LP (690.61K shares), LSV Asset Management (341.63K shares), Vanguard Capital Management LLC (335.59K shares), Tieton Capital Management, LLC (318.26K shares), American Century Companies Inc (289.16K shares), Geode Capital Management, LLC (225.1K shares) and Renaissance Technologies LLC (185.54K shares), per Business Quant data.

Form 13F Holdings

122 Institutional Holders

Report period 30 Jun, 2026

Total shares held 8.16Mn

Of outstanding 87.34%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	1,153,246	12.35%	▲16,792	+1.48%	$47.51Mn
2	Forager Capital Management, LLC	0001802986	948,458	10.15%	▼70,805	-6.95%	$39.08Mn
3	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	0001085393	855,425	9.16%	▲34,748	+4.23%	$35.24Mn
4	DIMENSIONAL FUND ADVISORS LP	0000354204	690,610	7.39%	▼1,424	-0.21%	$28.45Mn
5	LSV ASSET MANAGEMENT	0001050470	341,632	3.66%	▼1,600	-0.47%	$14.08K
6	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	335,593	3.59%	▼9,249	-2.68%	$13.83Mn
7	Tieton Capital Management, LLC	0001381954	318,259	3.41%	▼1,965	-0.61%	$13.11K
8	AMERICAN CENTURY COMPANIES INC	0000748054	289,157	3.10%	▲28,288	+10.84%	$11.91Mn
9	GEODE CAPITAL MANAGEMENT, LLC	0001214717	225,101	2.41%	▲12,515	+5.89%	$9.28Mn
10	RENAISSANCE TECHNOLOGIES LLC	0001037389	185,541	1.99%	▼37,692	-16.88%	$7.64Mn
11	State Street Corp	0000093751	173,238	1.85%	▼744	-0.43%	$7.14Mn
12	Goldman Sachs Group Inc	0000886982	156,538	1.68%	▼6,259	-3.84%	$6.45Mn
13	WELLINGTON MANAGEMENT GROUP LLP	0000902219	124,788	1.34%	▼34,800	-21.81%	$5.14Mn
14	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	122,205	1.31%	▼37,622	-23.54%	$5.03Mn
15	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0001107261	121,804	1.30%	▲4,595	+3.92%	$5.02Mn
16	Hillsdale Investment Management Inc.	0001368465	113,717	1.22%	▲16,200	+16.61%	$4.69Mn
17	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0001164508	111,884	1.20%	▲3,445	+3.18%	$4.61Mn
18	Morgan Stanley	0000895421	109,554	1.17%	▲25,761	+30.74%	$4.51Mn
19	JACOBS LEVY EQUITY MANAGEMENT, INC	0000884414	105,713	1.13%	▲34,619	+48.69%	$4.36Mn
20	Northern Trust Corp	0000073124	89,941	0.96%	▼2,685	-2.90%	$3.71Mn

Showing 1 to 20 of 122 holders