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Institutional Ownership · SEC Form 13F

Who owns Regional Management Corp. (RM)


Which tracked institutional funds hold RM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See RM company fundamentals →

Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

113
Institutional holders
8M
Shares held (tracked funds)
85.6%
Of shares outstanding

How the tape is positioned

11 tracked funds added or opened RM while 27 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

RM’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes RM more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in RM divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 113 tracked filers holding RM, 62 increased or opened the position and 52 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in RM between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 5

  • VANGUARD CAPITAL MANAGEMENT LLC$11M
  • VANGUARD FIDUCIARY TRUST CO$2M
  • VANGUARD PORTFOLIO MANAGEMENT LLC$2M
  • LAZARD ASSET MANAGEMENT LLC$1M
  • PDT Partners, LLC$697K

Full exits 3

  • VANGUARD GROUP INC$18M
  • TWO SIGMA ADVISERS, LP$625K
  • Brandywine Global Investment Management, LLC$527K

Largest adds

  • EverSource Wealth Advisors, LLC$20M
  • SEI INVESTMENTS CO$2M
  • AQR CAPITAL MANAGEMENT LLC$466K
  • MILLENNIUM MANAGEMENT LLC$408K
  • Quantinno Capital Management LP$289K
  • TWO SIGMA INVESTMENTS, LP$270K

Largest trims

  • Forager Capital Management, LLC$9M
  • BlackRock, Inc.$8M
  • BASSWOOD CAPITAL MANAGEMENT, L.L.C.$6M
  • DIMENSIONAL FUND ADVISORS LP$4M
  • WELLINGTON MANAGEMENT GROUP LLP$3M
  • ACADIAN ASSET MANAGEMENT LLC$3M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
BlackRock, Inc. trimmed1,136,454$37M11.7%2026-Q1
Forager Capital Management, LLC trimmed1,019,263$33M10.5%2026-Q1
BASSWOOD CAPITAL MANAGEMENT, L.L.C. trimmed820,677$27M8.7%2026-Q1
DIMENSIONAL FUND ADVISORS LP added692,034$22M7.1%2026-Q1
EverSource Wealth Advisors, LLC added100,830$20M6.3%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new344,842$11M3.5%2026-Q1
LSV ASSET MANAGEMENT added343,232$11M3.5%2026-Q1
Tieton Capital Management, LLC added320,224$10M3.3%2026-Q1
AMERICAN CENTURY COMPANIES INC added260,869$8M2.7%2026-Q1
RENAISSANCE TECHNOLOGIES LLC trimmed223,233$7M2.3%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added212,586$7M2.2%2026-Q1
STATE STREET CORP trimmed173,982$6M1.8%2026-Q1
GOLDMAN SACHS GROUP INC added162,797$5M1.7%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed159,827$5M1.6%2026-Q1
WELLINGTON MANAGEMENT GROUP LLP trimmed159,588$5M1.6%2026-Q1
SEI INVESTMENTS CO added157,151$5M1.6%2026-Q1
BRIDGEWAY CAPITAL MANAGEMENT, LLC added117,209$4M1.2%2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added108,439$3M1.1%2026-Q1
Hillsdale Investment Management Inc.97,517$3M1.0%2026-Q1
NORTHERN TRUST CORP added92,626$3M1.0%2026-Q1
ACADIAN ASSET MANAGEMENT LLC trimmed86,109$3M0.9%2026-Q1
MORGAN STANLEY added83,793$3M0.9%2026-Q1
Bank of New York Mellon Corp trimmed75,886$2M0.8%2026-Q1
JACOBS LEVY EQUITY MANAGEMENT, INC added71,094$2M0.7%2026-Q1
AQR CAPITAL MANAGEMENT LLC added62,897$2M0.6%2026-Q1
FMR LLC added62,587$2M0.6%2026-Q1
Empowered Funds, LLC added60,709$2M0.6%2026-Q1
VANGUARD FIDUCIARY TRUST CO new55,983$2M0.6%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new52,724$2M0.5%2026-Q1
AMERIPRISE FINANCIAL INC added46,088$1M0.5%2026-Q1
Integrated Quantitative Investments LLC added35,506$1M0.4%2026-Q1
UBS Group AG trimmed34,873$1M0.4%2026-Q1
GLOBEFLEX CAPITAL L P34,663$1M0.4%2026-Q1
STATE OF WISCONSIN INVESTMENT BOARD added34,066$1M0.4%2026-Q1
Connor, Clark & Lunn Investment Management Ltd. trimmed33,621$1M0.3%2026-Q1
LAZARD ASSET MANAGEMENT LLC added31,138$1M0.3%2026-Q1
TWO SIGMA INVESTMENTS, LP added30,163$973K0.3%2026-Q1
MARTINGALE ASSET MANAGEMENT L P29,279$944K0.3%2026-Q1
MILLENNIUM MANAGEMENT LLC added28,313$913K0.3%2026-Q1
PANAGORA ASSET MANAGEMENT INC added28,246$911K0.3%2026-Q1
FIRST TRUST ADVISORS LP trimmed27,740$895K0.3%2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.26,100$842K0.3%2026-Q1
Quantinno Capital Management LP added23,621$762K0.2%2026-Q1
Nuveen, LLC added21,615$697K0.2%2026-Q1
PDT Partners, LLC added21,598$697K0.2%2026-Q1
PRUDENTIAL FINANCIAL INC trimmed21,165$683K0.2%2026-Q1
Legato Capital Management LLC added20,437$659K0.2%2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbH19,600$632K0.2%2026-Q1
Trexquant Investment LP trimmed18,090$583K0.2%2026-Q1
Janney Montgomery Scott LLC added17,464$563K0.2%2026-Q1
Engineers Gate Manager LP added15,022$484K0.2%2026-Q1
Invesco Ltd. trimmed14,674$473K0.2%2026-Q1
FRANKLIN RESOURCES INC added14,510$468K0.1%2026-Q1
VOYA INVESTMENT MANAGEMENT LLC trimmed14,354$463K0.1%2026-Q1
D. E. Shaw & Co., Inc. trimmed13,545$437K0.1%2026-Q1
JPMORGAN CHASE & CO added13,379$425K0.1%2026-Q1
RHUMBLINE ADVISERS trimmed12,054$389K0.1%2026-Q1
Allspring Global Investments Holdings, LLC added11,810$385K0.1%2026-Q1
ALLIANCEBERNSTEIN L.P.9,900$384K0.1%2026-Q1
Creative Planning added11,725$378K0.1%2026-Q1
MARSHALL WACE, LLP added11,640$375K0.1%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed11,375$367K0.1%2026-Q1
HANCOCK WHITNEY CORP trimmed9,519$356K0.1%2026-Q1
EntryPoint Capital, LLC added10,328$333K0.1%2026-Q1
BARCLAYS PLC trimmed9,425$304K0.1%2026-Q1
CITADEL ADVISORS LLC trimmed8,006$258K0.1%2026-Q1
EXCHANGE TRADED CONCEPTS, LLC added7,380$238K0.1%2026-Q1
CANADA PENSION PLAN INVESTMENT BOARD6,900$223K0.1%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added6,741$217K0.1%2026-Q1
Dynamic Technology Lab Private Ltd trimmed6,630$214K0.1%2026-Q1
R Squared Ltd added6,572$212K0.1%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ new6,422$208K0.1%2026-Q1
DEUTSCHE BANK AG\ trimmed5,582$180K0.1%2026-Q1
MetLife Investment Management, LLC5,462$176K0.1%2026-Q1
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO4,910$158K0.1%2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added4,310$139K0.0%2026-Q1
Russell Investments Group, Ltd. added3,972$128K0.0%2026-Q1
WELLS FARGO & COMPANY/MN trimmed3,635$117K0.0%2026-Q1
VANGUARD GROUP INC added459,349$18M5.7%2025-Q4 stale
Twin Lions Management LLC231,566$7M2.2%2025-Q2 stale
MACQUARIE GROUP LTD26,100$1M0.3%2025-Q3 stale
Informed Momentum Co LLC added25,261$984K0.3%2025-Q3 stale
GSA CAPITAL PARTNERS LLP added30,116$880K0.3%2025-Q2 stale
TWO SIGMA ADVISERS, LP trimmed16,118$625K0.2%2025-Q4 stale
Brandywine Global Investment Management, LLC trimmed13,600$527K0.2%2025-Q4 stale
JANE STREET GROUP, LLC added12,145$473K0.2%2025-Q3 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP added15,151$443K0.1%2025-Q2 stale
LOS ANGELES CAPITAL MANAGEMENT LLC added11,165$437K0.1%2025-Q4 stale
WINTON GROUP Ltd trimmed11,271$437K0.1%2025-Q4 stale
Numerai GP LLC new13,031$392K0.1%2025-Q1 stale
Man Group plc trimmed10,625$310K0.1%2025-Q2 stale
Cubist Systematic Strategies, LLC added8,985$271K0.1%2025-Q1 stale
HSBC HOLDINGS PLC trimmed6,416$248K0.1%2025-Q4 stale
Squarepoint Ops LLC trimmed6,154$240K0.1%2025-Q3 stale
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO added7,723$233K0.1%2025-Q1 stale
Brevan Howard Capital Management LP new5,985$232K0.1%2025-Q4 stale
State of Tennessee, Department of Treasury trimmed5,016$195K0.1%2025-Q3 stale
AlphaQuest LLC new3,442$133K0.0%2025-Q4 stale
EMC Capital Management trimmed3,221$125K0.0%2025-Q4 stale
Corebridge Financial, Inc. trimmed4,084$123K0.0%2025-Q1 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership