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Regional Management Ownership | Who Owns Regional Management?

OverviewForecastRevenueFinancialsChartTranscripts

Regional Management Ownership Summary

Regional Management is owned by 82.27% institutional investors, 8.44% insiders, and 9.29% 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

TypeName% Inst% Insiders% Retail
StockRegional Management82.27%8.44%9.29%
SectorFinancial Services Stocks 37.05%15.59%47.36%
IndustryCredit Services Stocks39.41%11.37%49.22%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock1.42M14.86%$40.87M
Blackrock funding, inc. /de1.14M11.44%$36.65M
Forager capital management1.02M10.26%$32.87M
Basswood capital management820.68K8.26%$27.34M
Dimensional fund advisors lp692.03K6.97%$22.32M
Vanguard group459.35K4.87%$17.80M
Lsv asset management343.23K3.46%$11.07M
Tieton capital management320.22K3.22%$10.33M
American century companies260.87K2.63%$8.41M
Renaissance223.23K2.25%$7.20M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Forager capital management1.02M16.36%$32.87M
Tieton capital management320.22K3.46%$10.33M
Basswood capital management820.68K1.29%$27.34M
Eversource wealth advisors100.83K0.60%$19.75M
Pacific global investment management7.43K0.32%$252.57K
Integrated quantitative investments35.51K0.21%$1.15M
Globeflex capital l p34.66K0.17%$1.12M
R squared6.57K0.12%$211.95K
Entrypoint capital10.33K0.10%$333.08K
Hillsdale investment management97.52K0.09%$3.14M

Top Buyers

HolderShares% AssetsChange
Eversource wealth advisors100.83K0.60%100.80K
Sei investments157.15K0.00%85.04K
Blackrock1.42M0.00%58.91K
Vanguard fiduciary trust55.98K0.00%55.98K
Lazard asset management31.14K0.00%31.14K

Top Sellers

HolderShares% AssetsChange
Twin lions management---231.57K
Acadian asset management86.11K0.00%-68.06K
Khrom capital management---65.94K
Forager capital management1.02M16.36%-65.83K
Wellington management group llp159.59K0.00%-58.58K

New Positions

HolderShares% AssetsChangeValue
Vanguard fiduciary trust55.98K0.00%55.98K$1.81M
Lazard asset management31.14K0.00%31.14K$1.00M
Pdt partners21.60K0.04%21.60K$696.54K
Susquehanna group, llp8.42K-8.42K$286.04K
Dynamic technology lab private6.63K0.03%6.63K$213.82K

Sold Out

HolderChange
Nelson, van denburg & campbell wealth management group-2.00
Quadrant capital group-6.00
Fortitude family office-9.00
Smartleaf asset management-18.00
Parkside financial bank & trust-18.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 2026110-5.17%8,169,5211.27%821.25%611.67%30-9.09%
Dec 31, 202551-54.46%3,269,834-59.24%340.49%26-58.06%14-57.58%
Sep 30, 202547-53.00%3,895,548-52.63%400.55%23-56.60%16-50.00%
Jun 30, 2025100-6.54%8,223,945-0.32%861.17%53-3.64%32-5.88%
Mar 31, 20253-96.91%34,381-99.59%-0.00%2-96.43%1-95.45%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Tieton Small Cap Value320.22K3.35%15.53K
Vanguard Total Stock Mkt Idx Inv242.30K2.63%-
Vanguard US Total Market Shares ETF245.34K2.50%-
Avantis US Small Cap Value ETF227.07K2.47%-
iShares Russell 2000 ETF224.06K2.43%1.88K
DFA US Small Cap Value I161.46K1.73%-
BlackRock Advantage Small Cap Core Instl110.57K1.20%-
Vanguard Institutional Extnd Mkt Idx Tr97.52K1.06%2.74K
DFA US Targeted Value I95.36K1.02%-
Schwab Fundamental U.S. Small CompanyETF93.56K1.02%-

Recent Insider Transactions

DateNameRoleActivityValue
May 26, 2026Johnson Sandra K.-Sell$36.00K
May 11, 2026Atwood Catherine R SVP and General CounselSell$105.18K
Apr 28, 2026Forager Fund, L.P.-Sell$83.18K
Apr 29, 2026Forager Fund, L.P.-Sell$112.27K
Apr 21, 2026Forager Fund, L.P.-Sell$232.56K

Insider Transactions Trends

DateBuySell
2026 Q2-16
2026 Q1121
2025 Q4-39
2025 Q3-4
2025 Q273

RM Ownership FAQ

Who Owns Regional Management?

Regional Management shareholders are primarily institutional investors at 82.27%, followed by 8.44% insiders and 9.29% retail investors. The average institutional ownership in Regional Management's industry, Credit Services Stocks, is 39.41%, 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 (1.14M shares, 11.44%), and Forager capital management (1.02M shares, 10.26%). Together, they hold 36.57% 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 16.36% of its assets in 1.02M Regional Management shares, valued at 32.87M$.

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 3.35% of its total shares outstanding invested in 320.22K Regional Management shares.

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