Regional Management Ownership | Who Owns Regional Management?
Regional Management Ownership Summary
Regional Management is owned by 34.68% institutional investors, 8.94% insiders, and 56.38% retail investors. Blackrock is the largest institutional shareholder, holding 14.86% of RM shares. Tieton Small Cap Value is the top mutual fund, with 3.35% of its assets in Regional Management shares.
RM Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Regional Management | 34.68% | 8.94% | 56.38% |
| Sector | Financial Services Stocks | 32.19% | 15.44% | 52.37% |
| Industry | Credit Services Stocks | 34.10% | 9.51% | 56.39% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 1.42M | 14.86% | $40.87M |
| Blackrock funding, inc. /de | 1.14M | 11.47% | $44.15M |
| Forager capital management | 1.09M | 11.42% | $42.28M |
| Basswood capital management | 1.02M | 10.78% | $39.91M |
| Dimensional fund advisors lp | 691.70K | 6.97% | $26.80M |
| Vanguard group | 459.35K | 4.87% | $17.80M |
| Lsv asset management | 338.83K | 3.41% | $13.13M |
| Tieton capital management | 304.70K | 3.07% | $11.81M |
| Renaissance | 243.14K | 2.45% | $9.42M |
| American century companies | 211.74K | 2.23% | $8.25M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Forager capital management | 1.09M | 18.65% | $42.28M |
| Tieton capital management | 304.70K | 4.04% | $11.81M |
| Basswood capital management | 1.02M | 1.64% | $39.91M |
| Pacific global investment management | 7.43K | 0.32% | $252.57K |
| Integrated quantitative investments | 24.73K | 0.21% | $958.37K |
| Globeflex capital l p | 34.66K | 0.21% | $1.34M |
| Entrypoint capital | 8.98K | 0.14% | $347.90K |
| R squared | 6.57K | 0.12% | $211.95K |
| Hillsdale investment management | 97.52K | 0.10% | $3.78M |
| Bridgeway capital management | 106.58K | 0.09% | $4.15M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Sei investments | 72.11K | 0.00% | 72.11K |
| Blackrock | 1.42M | 0.00% | 58.91K |
| Renaissance | 243.14K | 0.01% | 33.20K |
| Charles schwab investment management | 150.59K | 0.00% | 32.23K |
| Arrowstreet capital, limited partnership | 107.18K | 0.00% | 26.76K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Twin lions management | - | - | -231.57K |
| Wellington management group llp | 198.56K | 0.00% | -69.60K |
| Khrom capital management | - | - | -65.94K |
| Gsa capital partners llp | - | - | -30.12K |
| Macquarie group | - | - | -26.10K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Sei investments | 72.11K | 0.00% | 72.11K | $2.79M |
| Legato capital management | 11.75K | 0.04% | 11.75K | $455.16K |
| Susquehanna group, llp | 8.42K | - | 8.42K | $286.04K |
| Quantinno capital management lp | 6.78K | 0.00% | 6.78K | $264.07K |
| R squared | 6.57K | 0.12% | 6.57K | $211.95K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -2.00 |
| Fortitude family office | -9.00 |
| Bessemer group | -37.00 |
| Capital performance advisors llp | -42.00 |
| Coldstream capital management | -145.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 51 | -54.46% | 3,269,834 | -59.24% | 34 | 0.49% | 26 | -58.06% | 14 | -57.58% |
| Sep 30, 2025 | 47 | -53.00% | 3,895,548 | -52.63% | 40 | 0.55% | 23 | -56.60% | 16 | -50.00% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Tieton Small Cap Value | 320.22K | 3.35% | 15.53K |
| Vanguard Total Stock Mkt Idx Inv | 242.30K | 2.54% | - |
| Vanguard US Total Market Shares ETF | 245.34K | 2.50% | - |
| iShares Russell 2000 ETF | 231.26K | 2.46% | -1.88K |
| Avantis US Small Cap Value ETF | 218.78K | 2.33% | 152.00 |
| DFA US Small Cap Value I | 161.46K | 1.72% | - |
| BlackRock Advantage Small Cap Core Instl | 110.57K | 1.16% | -986.00 |
| DFA US Targeted Value I | 95.36K | 1.01% | - |
| Schwab Fundamental U.S. Small CompanyETF | 93.27K | 0.99% | -64.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 94.78K | 0.99% | -4.98K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Apr 17, 2026 | Forager Fund, L.P. | - | Sell | $276.59K |
| Apr 21, 2026 | Forager Fund, L.P. | - | Sell | $232.56K |
| Apr 20, 2026 | Forager Fund, L.P. | - | Sell | $595.20K |
| Apr 17, 2026 | Barnette Steven B | VP, Chief Accounting Officer | Sell | $64.00K |
| Apr 17, 2026 | Fisher Brian J. | EVP, Chief Strat/Dev Officer | Sell | $115.33K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | 12 |
| 2026 Q1 | 1 | 21 |
| 2025 Q4 | - | 39 |
| 2025 Q3 | - | 4 |
| 2025 Q2 | 7 | 3 |
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