Regional Management Ownership | Who Owns Regional Management?

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Regional Management Ownership Summary

Regional Management is owned by 86.53% institutional investors, 8.90% insiders, and 4.57% retail investors. Blackrock is the largest institutional shareholder, holding 14.86% of RM shares. Tieton Small Cap Value is the top mutual fund, with 2.97% of its assets in Regional Management shares.

RM Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Regional Management	86.53%	8.90%	4.57%
Sector	Financial Services Stocks	51.64%	15.54%	32.82%
Industry	Credit Services Stocks	53.72%	9.31%	36.97%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	1.42M	14.86%	$40.87M
Blackrock funding, inc. /de	1.22M	12.85%	$35.69M
Forager capital management	1.09M	11.42%	$31.70M
Basswood capital management	1.02M	10.78%	$29.92M
Dimensional fund advisors lp	733.57K	7.58%	$24.93M
Vanguard group	454.64K	4.70%	$15.45M
Lsv asset management	336.10K	3.54%	$9.82M
Wellington management group llp	303.51K	3.13%	$10.31M
Tieton capital management	255.25K	2.64%	$8.67M
Renaissance	228.94K	2.36%	$7.78M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Forager capital management	1.09M	15.50%	$31.70M
Tieton capital management	255.25K	3.49%	$8.67M
Basswood capital management	1.02M	1.37%	$29.92M
Pacific global investment management	7.43K	0.32%	$252.57K
Bridgeway capital management	100.19K	0.08%	$3.40M
Emc capital management	3.79K	0.06%	$111.00K
Globeflex capital l p	18.25K	0.04%	$533.02K
Gsa capital partners llp	11.26K	0.03%	$383.00K
Lsv asset management	336.10K	0.02%	$9.82M
Martingale asset management l p	29.28K	0.02%	$855.18K

Top Buyers

Holder	Shares	% Assets	Change
Forager capital management	1.09M	15.50%	186.07K
Blackrock	1.42M	0.00%	58.91K
Tieton capital management	255.25K	3.49%	48.54K
Ubs group	45.30K	0.00%	39.05K
Arrowstreet capital, limited partnership	80.42K	0.00%	31.76K

Top Sellers

Holder	Shares	% Assets	Change
Blackrock funding, inc. /de	1.22M	0.00%	-241.80K
Khrom capital management	-	-	-65.94K
Marshall wace, llp	-	-	-44.29K
Wellington management group llp	303.51K	0.00%	-30.40K
Proficio capital partners	-	-	-24.47K

New Positions

Holder	Shares	% Assets	Change	Value
Winton group	9.30K	0.01%	9.30K	$271.68K
Susquehanna group, llp	8.42K	-	8.42K	$286.04K
Raymond james financial	285.00	-	285.00	$8.32K
Srs capital advisors	30.00	-	30.00	$877.00

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-2.00
Smartleaf asset management	-6.00
Fortitude family office	-9.00
Pnc financial services group	-15.00
Capital performance advisors llp	-42.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2025	100	-6.54%	8,223,945	-0.32%	86	1.17%	53	-3.64%	32	-5.88%
Mar 31, 2025	3	-96.91%	34,381	-99.59%	-	0.00%	2	-96.43%	1	-95.45%
Dec 31, 2024	81	-11.96%	7,869,114	-0.51%	81	1.22%	46	-11.54%	18	-18.18%
Sep 30, 2024	92	15.00%	7,909,628	1.14%	81	1.23%	52	13.04%	22	-8.33%
Jun 30, 2024	79	1.28%	7,820,527	0.55%	81	1.19%	45	66.67%	24	-27.27%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Tieton Small Cap Value	295.08K	2.97%	46.38K
Vanguard US Total Market Shares ETF	245.34K	2.50%	-
Vanguard Total Stock Mkt Idx Inv	240.05K	2.45%	-5.29K
iShares Russell 2000 ETF	222.02K	2.27%	-4.20K
DFA US Small Cap Value I	170.94K	1.72%	-
Avantis US Small Cap Value ETF	160.35K	1.64%	168.00
BlackRock Advantage Small Cap Core Instl	119.39K	1.22%	-
Vanguard Institutional Extnd Mkt Idx Tr	97.53K	1.00%	-44.44K
DFA US Targeted Value I	95.36K	0.96%	-
Fidelity Small Cap Index	93.67K	0.96%	7.64K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Sep 02, 2025	Parmar Manish	EVP, Chief Credit Risk Officer	Sell	$55.48K
Aug 11, 2025	Beck Robert William	President and CEO	Sell	$155.60K
Aug 11, 2025	Beck Robert William	President and CEO	Sell	$199.77K
Jul 01, 2025	Beck Robert William	President and CEO	Sell	$187.20K
Jun 16, 2025	Forager Fund, L.P.	-	Buy	$83.19K

Insider Transactions Trends

Date	Buy	Sell
2025 Q3	-	4
2025 Q2	7	3
2025 Q1	1	11
2024 Q4	1	5
2024 Q3	-	-

RM Ownership FAQ

Who Owns Regional Management?

Regional Management shareholders are primarily institutional investors at 86.53%, followed by 8.90% insiders and 4.57% retail investors. The average institutional ownership in Regional Management's industry, Credit Services Stocks, is 53.72%, which Regional Management exceeds.

Who owns the most shares of Regional Management?

Regional Management’s largest shareholders are Blackrock (1.42M shares, 14.86%), Blackrock funding, inc. /de (1.22M shares, 12.85%), and Forager capital management (1.09M shares, 11.42%). Together, they hold 39.13% of Regional Management’s total shares outstanding.

Does Blackrock own Regional Management?

Yes, BlackRock owns 14.86% of Regional Management, totaling 1.42M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 40.87M$. In the last quarter, BlackRock increased its holdings by 58.91K shares, a 4.32% change.

Who is Regional Management’s biggest shareholder by percentage of total assets invested?

Forager capital management is Regional Management’s biggest shareholder by percentage of total assets invested, with 15.50% of its assets in 1.09M Regional Management shares, valued at 31.7M$.

Who is the top mutual fund holder of Regional Management shares?

Tieton Small Cap Value is the top mutual fund holder of Regional Management shares, with 2.97% of its total shares outstanding invested in 295.08K Regional Management shares.

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