REGIONS FINANCIAL CORP NEW (RF)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Venture Visionary Partners LLC | $14.5M | 539,136 | 0.38% | 20q | +9.0%+$1.2M |
| Stonebridge Financial Group, LLC | $4.8M | 178,122 | 0.35% | 8q | +2.7%+$126.8K |
| ROCKLAND TRUST CO | $1.3M | 50,142 | 0.05% | 8q | +3.8%+$49.2K |
| Farther Finance Advisors, LLC | $1.0M | 38,875 | 0.01% | 16q | +10.9%+$102.7K |
| GAMMA Investing LLC | $1.0M | 37,894 | 0.03% | 12q | +4.1%+$40.3K |
| Bank & Trust Co | $896.1K | 33,338 | 0.56% | 10q | HELD |
| TrueWealth Advisors, LLC | $839.3K | 31,223 | 0.19% | 20q | -4.6%-$40.6K |
| Sunburst Financial Group, LLC | $805.6K | 29,971 | 0.13% | 28q | -4.4%-$36.9K |
| Plan A Wealth LLC | $715.3K | 26,609 | 0.26% | 6q | +1.6%+$11.6K |
| AMERICAN NATIONAL BANK & TRUST | $597.3K | 22,221 | 0.05% | 7q | -4.4%-$27.4K |
| SAPIENT CAPITAL LLC | $505.2K | 18,587 | 0.01% | 12q | -50.1%-$506.7K |
| ATWOOD & PALMER INC | $497.3K | 18,500 | 0.03% | 32q | HELD |
| Valeo Financial Advisors, LLC | $450.2K | 16,748 | 0.01% | 16q | +5.7%+$24.3K |
| JUNCTURE WEALTH STRATEGIES, LLC | $369.2K | 13,734 | 0.09% | 5q | +13.2%+$43.1K |
| Balefire, LLC | $282.3K | 10,501 | 0.04% | 6q | -6.4%-$19.4K |
| Veracity Capital LLC | $276.1K | 10,272 | 0.07% | 28q | +1.3%+$3.5K |
| CapWealth Advisors, LLC | $266.8K | 9,927 | 0.02% | 20q | HELD |
| Wedmont Private Capital | $244.5K | 9,033 | 0.01% | 5q | -3.3%-$8.4K |
| Paragon Capital Management Ltd | $202.1K | 7,519 | 0.04% | 10q | HELD |
| Investors Research Corp | $189.0K | 7,031 | 0.03% | 31q | -0.7%-$1.3K |
| Versant Capital Management, Inc | $152.5K | 5,675 | 0.01% | 32q | -1.5%-$2.4K |
| Dorato Capital Management | $151.2K | 5,664 | 0.10% | 4q | HELD |
| Trust Co | $121.0K | 4,500 | 0.01% | 4q | HELD |
| MassMutual Private Wealth & Trust, FSB | $114.3K | 4,253 | 0.00% | 29q | -11.8%-$15.3K |
| EASTERN BANK | $103.2K | 3,839 | 0.00% | 9q | +30.7%+$24.2K |
| TOMPKINS FINANCIAL CORP | $87.4K | 3,250 | 0.01% | 3q | HELD |
| Hickory Point Bank & Trust | $63.7K | 2,369 | 0.04% | 3q | HELD |
| CoreCap Advisors, LLC | $41.7K | 1,550 | 0.00% | 11q | +16.6%+$5.9K |
| Grove Bank & Trust | $37.1K | 1,381 | 0.00% | 16q | HELD |
| Bangor Savings Bank | $28.8K | 1,073 | 0.00% | 23q | HELD |
| Planning Strategies Inc. | $17.1K | 636 | 0.01% | 2q | +2.3% |
| Bank of New Hampshire | $12.6K | 470 | 0.00% | 22q | HELD |
| Olistico Wealth, LLC | $8.8K | 326 | 0.00% | 4q | -55.1%-$10.8K |
| Mn Services Vermogensbeheer B.V. | $6.6K | 246,430 | 0.05% | 31q | HELD |
| ELEVATION WEALTH PARTNERS, LLC | $4.4K | 164 | 0.00% | 3q | HELD |
| Pacifica Partners Inc. | $3.8K | 142 | 0.00% | 6q | HELD |
| Retirement Wealth Solutions LLC | $2.0K | 76 | 0.00% | 5q | +171.4%+$1.3K |
| CX Institutional | $376 | 13,975 | 0.01% | 12q | -0.6% |
| Davis Capital Management | $349 | 13 | 0.00% | 2q | -43.5% |
| GILPIN WEALTH MANAGEMENT, LLC | $108 | 4 | 0.00% | new | NEW |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-07 | Willman Brian R | SEVP | Sold | 7,014 | $195.8K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 38 | $30.8M | 1,144,768 | 1 | 13 | 11 | 0.0% |
| Q2 2026 | 1,114 | $24.8B | 816,415,381 | 112 | 397 | 316 | 0.4% |
| Q1 2026 | 1,079 | $18.7B | 712,203,297 | 115 | 339 | 366 | 0.5% |
| Q4 2025 | 1,067 | $20.7B | 756,124,575 | 86 | 366 | 311 | 0.8% |
| Q3 2025 | 1,010 | $20.3B | 765,848,845 | 110 | 356 | 280 | 0.7% |
| Q2 2025 | 968 | $17.2B | 725,933,490 | 108 | 343 | 296 | 0.6% |
| Q1 2025 | 951 | $15.9B | 726,235,321 | 94 | 344 | 271 | 1.0% |
| Q4 2024 | 960 | $17.3B | 732,716,796 | 94 | 320 | 276 | 0.5% |
| Q3 2024 | 879 | $17.3B | 735,497,863 | 114 | 279 | 269 | 0.6% |
| Q2 2024 | 827 | $15.1B | 749,908,397 | 81 | 288 | 247 | 0.6% |
| Q1 2024 | 807 | $16.6B | 783,940,398 | 75 | 264 | 263 | 0.6% |
| Q4 2023 | 827 | $15.0B | 768,182,256 | 75 | 263 | 258 | 0.9% |
| Q3 2023 | 799 | $12.7B | 729,266,801 | 72 | 248 | 263 | 1.0% |
| Q2 2023 | 788 | $13.1B | 724,277,128 | 60 | 226 | 318 | 1.3% |
| Q1 2023 | 832 | $13.4B | 713,632,740 | 66 | 276 | 282 | 1.3% |
| Q4 2022 | 886 | $15.4B | 707,891,576 | 91 | 291 | 251 | 0.7% |
| Q3 2022 | 842 | $14.1B | 695,370,810 | 98 | 308 | 219 | 0.5% |
| Q2 2022 | 799 | $13.0B | 691,837,177 | 65 | 263 | 244 | 0.5% |
| Q1 2022 | 813 | $15.6B | 696,542,876 | 80 | 251 | 296 | 0.9% |
| Q4 2021 | 830 | $15.6B | 706,576,277 | 77 | 235 | 268 | 0.9% |
| Q3 2021 | 756 | $15.1B | 705,585,489 | 60 | 260 | 237 | 0.7% |
| Q2 2021 | 774 | $14.5B | 712,869,638 | 74 | 251 | 247 | 0.8% |
| Q1 2021 | 760 | $14.7B | 708,268,140 | 99 | 236 | 253 | 0.8% |
| Q4 2020 | 720 | $12.2B | 712,031,418 | 101 | 210 | 231 | 1.3% |
| Q3 2020 | 649 | $8.2B | 700,860,481 | 49 | 202 | 226 | 1.1% |
| Q2 2020 | 684 | $8.1B | 723,028,939 | 72 | 213 | 248 | 1.1% |
| Q1 2020 | 686 | $6.5B | 715,213,318 | 61 | 215 | 262 | 0.8% |
| Q4 2019 | 759 | $12.6B | 726,201,353 | 65 | 213 | 272 | 0.9% |
| Q3 2019 | 699 | $11.2B | 698,403,692 | 58 | 199 | 282 | 0.9% |
| Q2 2019 | 697 | $11.0B | 726,486,216 | 58 | 254 | 223 | 1.4% |
| Q1 2019 | 718 | $10.5B | 738,730,961 | 64 | 222 | 270 | 0.7% |
| Q4 2018 | 722 | $10.6B | 786,678,035 | 6 | 13 | 10 | 0.9% |