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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 1,136,454 | $37M | 11.7% | 2026-Q1 |
| Forager Capital Management, LLC trimmed | 1,019,263 | $33M | 10.5% | 2026-Q1 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. trimmed | 820,677 | $27M | 8.7% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 692,034 | $22M | 7.1% | 2026-Q1 |
| EverSource Wealth Advisors, LLC added | 100,830 | $20M | 6.3% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 344,842 | $11M | 3.5% | 2026-Q1 |
| LSV ASSET MANAGEMENT added | 343,232 | $11M | 3.5% | 2026-Q1 |
| Tieton Capital Management, LLC added | 320,224 | $10M | 3.3% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 260,869 | $8M | 2.7% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 223,233 | $7M | 2.3% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 212,586 | $7M | 2.2% | 2026-Q1 |
| STATE STREET CORP trimmed | 173,982 | $6M | 1.8% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 162,797 | $5M | 1.7% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 159,827 | $5M | 1.6% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 159,588 | $5M | 1.6% | 2026-Q1 |
| SEI INVESTMENTS CO added | 157,151 | $5M | 1.6% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 117,209 | $4M | 1.2% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 108,439 | $3M | 1.1% | 2026-Q1 |
| Hillsdale Investment Management Inc. | 97,517 | $3M | 1.0% | 2026-Q1 |
| NORTHERN TRUST CORP added | 92,626 | $3M | 1.0% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC trimmed | 86,109 | $3M | 0.9% | 2026-Q1 |
| MORGAN STANLEY added | 83,793 | $3M | 0.9% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 75,886 | $2M | 0.8% | 2026-Q1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 71,094 | $2M | 0.7% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 62,897 | $2M | 0.6% | 2026-Q1 |
| FMR LLC added | 62,587 | $2M | 0.6% | 2026-Q1 |
| Empowered Funds, LLC added | 60,709 | $2M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 55,983 | $2M | 0.6% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 52,724 | $2M | 0.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 46,088 | $1M | 0.5% | 2026-Q1 |
| Integrated Quantitative Investments LLC added | 35,506 | $1M | 0.4% | 2026-Q1 |
| UBS Group AG trimmed | 34,873 | $1M | 0.4% | 2026-Q1 |
| GLOBEFLEX CAPITAL L P | 34,663 | $1M | 0.4% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 34,066 | $1M | 0.4% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 33,621 | $1M | 0.3% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC added | 31,138 | $1M | 0.3% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 30,163 | $973K | 0.3% | 2026-Q1 |
| MARTINGALE ASSET MANAGEMENT L P | 29,279 | $944K | 0.3% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 28,313 | $913K | 0.3% | 2026-Q1 |
| PANAGORA ASSET MANAGEMENT INC added | 28,246 | $911K | 0.3% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 27,740 | $895K | 0.3% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 26,100 | $842K | 0.3% | 2026-Q1 |
| Quantinno Capital Management LP added | 23,621 | $762K | 0.2% | 2026-Q1 |
| Nuveen, LLC added | 21,615 | $697K | 0.2% | 2026-Q1 |
| PDT Partners, LLC added | 21,598 | $697K | 0.2% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC trimmed | 21,165 | $683K | 0.2% | 2026-Q1 |
| Legato Capital Management LLC added | 20,437 | $659K | 0.2% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 19,600 | $632K | 0.2% | 2026-Q1 |
| Trexquant Investment LP trimmed | 18,090 | $583K | 0.2% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 17,464 | $563K | 0.2% | 2026-Q1 |
| Engineers Gate Manager LP added | 15,022 | $484K | 0.2% | 2026-Q1 |
| Invesco Ltd. trimmed | 14,674 | $473K | 0.2% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 14,510 | $468K | 0.1% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 14,354 | $463K | 0.1% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 13,545 | $437K | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 13,379 | $425K | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 12,054 | $389K | 0.1% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC added | 11,810 | $385K | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. | 9,900 | $384K | 0.1% | 2026-Q1 |
| Creative Planning added | 11,725 | $378K | 0.1% | 2026-Q1 |
| MARSHALL WACE, LLP added | 11,640 | $375K | 0.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 11,375 | $367K | 0.1% | 2026-Q1 |
| HANCOCK WHITNEY CORP trimmed | 9,519 | $356K | 0.1% | 2026-Q1 |
| EntryPoint Capital, LLC added | 10,328 | $333K | 0.1% | 2026-Q1 |
| BARCLAYS PLC trimmed | 9,425 | $304K | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 8,006 | $258K | 0.1% | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC added | 7,380 | $238K | 0.1% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD | 6,900 | $223K | 0.1% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 6,741 | $217K | 0.1% | 2026-Q1 |
| Dynamic Technology Lab Private Ltd trimmed | 6,630 | $214K | 0.1% | 2026-Q1 |
| R Squared Ltd added | 6,572 | $212K | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ new | 6,422 | $208K | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 5,582 | $180K | 0.1% | 2026-Q1 |
| MetLife Investment Management, LLC | 5,462 | $176K | 0.1% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 4,910 | $158K | 0.1% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 4,310 | $139K | 0.0% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 3,972 | $128K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 3,635 | $117K | 0.0% | 2026-Q1 |
| VANGUARD GROUP INC added | 459,349 | $18M | 5.7% | 2025-Q4 stale |
| Twin Lions Management LLC | 231,566 | $7M | 2.2% | 2025-Q2 stale |
| MACQUARIE GROUP LTD | 26,100 | $1M | 0.3% | 2025-Q3 stale |
| Informed Momentum Co LLC added | 25,261 | $984K | 0.3% | 2025-Q3 stale |
| GSA CAPITAL PARTNERS LLP added | 30,116 | $880K | 0.3% | 2025-Q2 stale |
| TWO SIGMA ADVISERS, LP trimmed | 16,118 | $625K | 0.2% | 2025-Q4 stale |
| Brandywine Global Investment Management, LLC trimmed | 13,600 | $527K | 0.2% | 2025-Q4 stale |
| JANE STREET GROUP, LLC added | 12,145 | $473K | 0.2% | 2025-Q3 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 15,151 | $443K | 0.1% | 2025-Q2 stale |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 11,165 | $437K | 0.1% | 2025-Q4 stale |
| WINTON GROUP Ltd trimmed | 11,271 | $437K | 0.1% | 2025-Q4 stale |
| Numerai GP LLC new | 13,031 | $392K | 0.1% | 2025-Q1 stale |
| Man Group plc trimmed | 10,625 | $310K | 0.1% | 2025-Q2 stale |
| Cubist Systematic Strategies, LLC added | 8,985 | $271K | 0.1% | 2025-Q1 stale |
| HSBC HOLDINGS PLC trimmed | 6,416 | $248K | 0.1% | 2025-Q4 stale |
| Squarepoint Ops LLC trimmed | 6,154 | $240K | 0.1% | 2025-Q3 stale |
| PACIFIC GLOBAL INVESTMENT MANAGEMENT CO added | 7,723 | $233K | 0.1% | 2025-Q1 stale |
| Brevan Howard Capital Management LP new | 5,985 | $232K | 0.1% | 2025-Q4 stale |
| State of Tennessee, Department of Treasury trimmed | 5,016 | $195K | 0.1% | 2025-Q3 stale |
| AlphaQuest LLC new | 3,442 | $133K | 0.0% | 2025-Q4 stale |
| EMC Capital Management trimmed | 3,221 | $125K | 0.0% | 2025-Q4 stale |
| Corebridge Financial, Inc. trimmed | 4,084 | $123K | 0.0% | 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.
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.