REGIONAL MGMT CORP (RM)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
118
Reporting holders
$311.2M
Reported value
81.9%
Of shares outstanding
0.0%
Held as options
+12
Holder change
Institutions report 7,555,568 shares against 9,225,794 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $47.5M | 1,153,246 | 0.00% | 8q | +1.5%+$691.8K |
| Forager Capital Management, LLC | $39.1M | 948,458 | 14.69% | 19q | -6.9%-$2.9M |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $35.2M | 855,425 | 1.40% | 31q | +4.2%+$1.4M |
| DIMENSIONAL FUND ADVISORS LP | $28.5M | 690,610 | 0.01% | 31q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $13.8M | 335,593 | 0.00% | 2q | -2.7%-$381.1K |
| AMERICAN CENTURY COMPANIES INC | $11.9M | 289,157 | 0.01% | 24q | +10.8%+$1.2M |
| GEODE CAPITAL MANAGEMENT, LLC | $9.3M | 225,101 | 0.00% | 31q | +5.9%+$515.8K |
| RENAISSANCE TECHNOLOGIES LLC | $7.6M | 185,541 | 0.01% | 31q | -16.9%-$1.6M |
| STATE STREET CORP | $7.1M | 173,238 | 0.00% | 31q | HELD |
| GOLDMAN SACHS GROUP INC | $6.4M | 156,538 | 0.00% | 31q | -3.8%-$257.9K |
| WELLINGTON MANAGEMENT GROUP LLP | $5.1M | 124,788 | 0.00% | 31q | -21.8%-$1.4M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $5.0M | 122,205 | 0.00% | 31q | -23.5%-$1.6M |
| Sixth Street Partners Management Company, L.P. | $5.0M | 122,205 | 0.00% | new | NEW |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $5.0M | 121,804 | 0.09% | 31q | +3.9%+$189.3K |
| Hillsdale Investment Management Inc. | $4.7M | 113,717 | 0.11% | 4q | +16.6%+$667.4K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $4.6M | 111,884 | 0.00% | 31q | +3.2%+$141.9K |
| MORGAN STANLEY | $4.5M | 109,554 | 0.00% | 35q | +30.7%+$1.1M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $4.4M | 105,713 | 0.02% | 23q | +48.7%+$1.4M |
| NORTHERN TRUST CORP | $3.7M | 89,941 | 0.00% | 31q | -2.9%-$110.6K |
| Bank of New York Mellon Corp | $3.2M | 76,776 | 0.00% | 31q | +1.2%+$36.7K |
| SEI INVESTMENTS CO | $3.1M | 74,811 | 0.00% | 3q | -52.4%-$3.4M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $2.9M | 71,481 | 0.00% | 2q | +35.6%+$772.8K |
| AQR CAPITAL MANAGEMENT LLC | $2.9M | 71,379 | 0.00% | 6q | +12.2%+$320.5K |
| FMR LLC | $2.7M | 65,657 | 0.00% | 22q | +4.9%+$126.5K |
| Empowered Funds, LLC | $2.7M | 65,304 | 0.01% | 13q | +7.6%+$189.3K |
| AMERIPRISE FINANCIAL INC | $2.3M | 56,750 | 0.00% | 8q | -38.4%-$1.5M |
| VANGUARD FIDUCIARY TRUST CO | $2.3M | 56,561 | 0.00% | 2q | +1.0%+$23.8K |
| Man Group plc | $2.3M | 55,048 | 0.00% | new | NEW |
| PANAGORA ASSET MANAGEMENT INC | $2.0M | 47,955 | 0.01% | 31q | +69.8%+$812.0K |
| Creative Planning | $2.0M | 47,827 | 0.00% | 4q | +307.9%+$1.5M |
| CITADEL ADVISORS LLC | $1.8M | 43,288 | 0.00% | 2q | +440.7%+$1.5M |
| LAZARD ASSET MANAGEMENT LLC | $1.6M | 38,946 | 0.00% | 2q | +25.1%+$321.7K |
| UBS Group AG | $1.6M | 38,484 | 0.00% | 15q | +10.4%+$148.8K |
| STATE OF WISCONSIN INVESTMENT BOARD | $1.6M | 37,666 | 0.00% | 15q | +10.6%+$148.3K |
| GLOBEFLEX CAPITAL L P | $1.4M | 34,663 | 0.18% | 26q | HELD |
| Connor, Clark & Lunn Investment Management Ltd. | $1.4M | 33,123 | 0.00% | 13q | -1.5%-$20.5K |
| Quantinno Capital Management LP | $1.2M | 28,531 | 0.00% | 4q | +20.8%+$202.3K |
| FIRST TRUST ADVISORS LP | $1.2M | 27,917 | 0.00% | 12q | +0.6%+$7.3K |
| NORGES BANK | $1.1M | 27,500 | 0.00% | new | NEW |
| Trexquant Investment LP | $1.1M | 27,340 | 0.01% | 12q | +51.1%+$381.1K |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $1.1M | 26,100 | 0.00% | 3q | HELD |
| MARTINGALE ASSET MANAGEMENT L P | $1.1M | 25,629 | 0.03% | 31q | -12.5%-$150.4K |
| PDT Partners, LLC | $1.0M | 24,998 | 0.05% | 2q | +15.7%+$140.1K |
| TWO SIGMA INVESTMENTS, LP | $909.8K | 22,083 | 0.00% | 13q | -26.8%-$332.9K |
| Nuveen, LLC | $890.5K | 21,615 | 0.00% | 6q | HELD |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $807.5K | 19,600 | 0.00% | 6q | HELD |
| JPMORGAN CHASE & CO | $716.9K | 17,259 | 0.00% | 31q | +29.0%+$161.2K |
| D. E. Shaw & Co., Inc. | $677.2K | 16,438 | 0.00% | 31q | +21.4%+$119.2K |
| PRUDENTIAL FINANCIAL INC | $657.8K | 15,965 | 0.00% | 31q | -24.6%-$214.2K |
| VOYA INVESTMENT MANAGEMENT LLC | $654.5K | 15,886 | 0.00% | 18q | +10.7%+$63.1K |
| Integrated Quantitative Investments LLC | $650.3K | 15,784 | 0.11% | 4q | -55.5%-$812.5K |
| FRANKLIN RESOURCES INC | $609.4K | 14,791 | 0.00% | 2q | +1.9%+$11.6K |
| EXCHANGE TRADED CONCEPTS, LLC | $594.8K | 14,436 | 0.00% | 6q | +95.6%+$290.7K |
| BANK OF AMERICA CORP /DE/ | $590.5K | 14,333 | 0.00% | 31q | +26.0%+$121.9K |
| Invesco Ltd. | $522.0K | 12,669 | 0.00% | 31q | -13.7%-$82.6K |
| Allspring Global Investments Holdings, LLC | $515.3K | 12,167 | 0.00% | 15q | +3.0%+$15.1K |
| Jump Financial, LLC | $464.4K | 11,272 | 0.00% | new | NEW |
| RHUMBLINE ADVISERS | $462.5K | 11,226 | 0.00% | 31q | -6.9%-$34.1K |
| HANCOCK WHITNEY CORP | $401.0K | 9,734 | 0.01% | 9q | +2.3%+$8.9K |
| EntryPoint Capital, LLC | $369.7K | 8,973 | 0.09% | 4q | -13.1%-$55.8K |
| Quadrature Capital Ltd | $368.0K | 8,932 | 0.00% | new | NEW |
| BARCLAYS PLC | $360.0K | 8,737 | 0.00% | 31q | -7.3%-$28.3K |
| ALLIANCEBERNSTEIN L.P. | $358.0K | 11,100 | 0.00% | 9q | +12.1%+$38.7K |
| BNP PARIBAS FINANCIAL MARKETS | $353.5K | 8,580 | 0.00% | 31q | +27.3%+$75.8K |
| XTX Topco Ltd | $353.3K | 8,576 | 0.00% | new | NEW |
| DEUTSCHE BANK AG\ | $352.8K | 8,562 | 0.00% | 8q | +53.4%+$122.8K |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $326.7K | 7,930 | 0.00% | 18q | +61.5%+$124.4K |
| Russell Investments Group, Ltd. | $318.3K | 7,726 | 0.00% | 19q | +94.5%+$154.7K |
| WELLS FARGO & COMPANY/MN | $317.9K | 7,717 | 0.00% | 14q | +6.1%+$18.4K |
| CANADA PENSION PLAN INVESTMENT BOARD | $284.3K | 6,900 | 0.00% | 3q | HELD |
| Legato Capital Management LLC | $281.8K | 6,840 | 0.02% | 3q | -66.5%-$560.2K |
| Dynamic Technology Lab Private Ltd | $278.0K | 6,745 | 0.06% | 2q | +1.7%+$4.7K |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $266.2K | 6,461 | 0.01% | new | NEW |
| Brevan Howard Capital Management LP | $233.9K | 5,678 | 0.00% | new | NEW |
| MetLife Investment Management, LLC | $225.0K | 5,462 | 0.00% | 21q | HELD |
| SEIZERT CAPITAL PARTNERS, LLC | $224.3K | 5,445 | 0.01% | new | NEW |
| ALGERT GLOBAL LLC | $209.0K | 5,072 | 0.00% | new | NEW |
| VICTORY CAPITAL MANAGEMENT INC | $203.7K | 4,943 | 0.00% | new | NEW |
| CITIGROUP INC | $197.6K | 4,796 | 0.00% | 31q | +694.0%+$172.7K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $166.2K | 4,033 | 0.00% | 9q | -6.4%-$11.4K |
| Vanguard Global Advisers, LLC | $147.1K | 3,571 | 0.00% | 2q | HELD |
| NEW YORK STATE COMMON RETIREMENT FUND | $142.9K | 3,468 | 0.00% | 31q | HELD |
| State of Tennessee, Department of Treasury | $124.0K | 3,010 | 0.00% | new | NEW |
| Police & Firemen's Retirement System of New Jersey | $111.4K | 2,704 | 0.00% | 7q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $104.0K | 2,524 | 0.00% | new | NEW |
| Ameritas Investment Partners, Inc. | $39.0K | 947 | 0.00% | 31q | HELD |
| Legal & General Group Plc | $33.5K | 812 | 0.00% | 31q | HELD |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $30.9K | 750 | 0.00% | new | NEW |
| Versant Capital Management, Inc | $28.5K | 691 | 0.00% | 7q | +6.8%+$1.8K |
| Tower Research Capital LLC (TRC) | $27.4K | 666 | 0.00% | 26q | -73.7%-$76.8K |
| SIGNATUREFD, LLC | $21.4K | 519 | 0.00% | 6q | +674.6%+$18.6K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $19.6K | 475 | 0.00% | 3q | HELD |
| Arax Advisory Partners | $18.4K | 447 | 0.00% | 5q | +529.6%+$15.5K |
| OSAIC HOLDINGS, INC. | $14.3K | 348 | 0.00% | 21q | +62.6%+$5.5K |
| LSV ASSET MANAGEMENT | $14.1K | 341,632 | 0.03% | 31q | HELD |
| GAMMA Investing LLC | $13.5K | 328 | 0.00% | 11q | +37.2%+$3.7K |
| Tieton Capital Management, LLC | $13.1K | 318,259 | 3.77% | 31q | -0.6% |
| SIMPLEX TRADING, LLC | $12.4K | options only | 0.00% | 2q | OPTIONS |
| Geneos Wealth Management Inc. | $12.4K | 300 | 0.00% | 42q | HELD |
| ROYAL BANK OF CANADA | $11.0K | 265 | 0.00% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-29 | 13G/A | BlackRock, Inc. | 7.8% |
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 118 | $311.2M | 7,555,568 | 22 | 50 | 26 | 0.0% |
| Q1 2026 | 106 | $238.4M | 7,354,627 | 11 | 39 | 30 | 0.1% |
| Q4 2025 | 106 | $280.9M | 7,249,771 | 11 | 39 | 24 | 0.0% |
| Q3 2025 | 105 | $281.3M | 7,219,938 | 20 | 38 | 28 | 0.0% |
| Q2 2025 | 91 | $216.0M | 7,394,230 | 8 | 36 | 30 | 0.0% |
| Q1 2025 | 96 | $225.6M | 7,493,602 | 16 | 35 | 29 | 0.0% |
| Q4 2024 | 84 | $256.6M | 7,550,631 | 5 | 38 | 18 | 0.0% |
| Q3 2024 | 79 | $236.1M | 7,217,130 | 10 | 29 | 20 | 0.0% |
| Q2 2024 | 70 | $203.9M | 7,096,147 | 7 | 30 | 20 | 0.0% |
| Q1 2024 | 66 | $172.4M | 7,117,159 | 1 | 22 | 26 | 0.1% |
| Q4 2023 | 70 | $180.6M | 7,200,847 | 2 | 27 | 21 | 0.0% |
| Q3 2023 | 72 | $196.8M | 7,109,109 | 9 | 29 | 19 | 0.0% |
| Q2 2023 | 71 | $215.4M | 7,059,983 | 8 | 29 | 21 | 0.0% |
| Q1 2023 | 63 | $179.9M | 6,895,693 | 7 | 17 | 24 | 0.0% |
| Q4 2022 | 56 | $173.8M | 6,190,246 | 6 | 15 | 19 | 0.0% |
| Q3 2022 | 76 | $222.5M | 7,929,406 | 3 | 30 | 27 | 0.1% |
| Q2 2022 | 92 | $303.6M | 8,113,858 | 11 | 26 | 36 | 0.1% |
| Q1 2022 | 92 | $397.3M | 8,193,129 | 9 | 30 | 37 | 0.0% |
| Q4 2021 | 111 | $473.2M | 8,226,866 | 18 | 36 | 33 | 0.1% |
| Q3 2021 | 99 | $465.8M | 8,005,763 | 18 | 22 | 41 | 0.0% |
| Q2 2021 | 91 | $389.9M | 8,377,029 | 19 | 21 | 38 | 0.0% |
| Q1 2021 | 79 | $274.6M | 7,923,378 | 8 | 19 | 42 | 0.0% |
| Q4 2020 | 77 | $244.2M | 8,176,383 | 12 | 22 | 30 | 0.0% |
| Q3 2020 | 74 | $143.9M | 8,638,670 | 8 | 22 | 32 | 0.0% |
| Q2 2020 | 78 | $158.8M | 8,960,674 | 14 | 20 | 34 | 0.1% |
| Q1 2020 | 81 | $127.2M | 9,313,985 | 10 | 25 | 35 | 0.0% |
| Q4 2019 | 93 | $288.5M | 9,607,925 | 11 | 33 | 36 | 0.0% |
| Q3 2019 | 91 | $276.7M | 9,824,449 | 12 | 29 | 28 | 0.0% |
| Q2 2019 | 89 | $261.5M | 9,918,557 | 11 | 32 | 29 | 0.0% |
| Q1 2019 | 91 | $253.9M | 10,393,786 | 6 | 33 | 32 | 0.0% |
| Q4 2018 | 92 | $249.8M | 10,388,868 | 3 | 1 | 2 | 0.0% |