Regional Management Ownership | Who Owns Regional Management?

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Regional Management Ownership Summary

Regional Management is owned by 81.69% institutional investors, 8.25% insiders, and 10.07% retail investors. Blackrock is the largest institutional shareholder, holding 14.86% of RM shares. Tieton Small Cap Value is the top mutual fund, with 2.51% of its assets in Regional Management shares.

RM Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Regional Management	81.69%	8.25%	10.07%
Sector	Financial Services Stocks	86.48%	14.02%	-0.50%
Industry	Credit Services Stocks	49.88%	8.04%	42.08%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	1.42M	14.86%	$40.87M
Forager capital management	1.09M	11.35%	$31.21M
Basswood capital management	1.02M	10.65%	$29.28M
Dimensional fund advisors lp	736.01K	7.69%	$21.15M
Vanguard group	444.52K	4.65%	$12.78M
Wellington management group llp	405.13K	4.23%	$11.64M
Lsv asset management	388.96K	4.06%	$11.18M
Tieton capital management	207.39K	2.17%	$5.96M
Renaissance	201.54K	2.11%	$5.79M
Geode capital management	185.53K	1.94%	$5.33M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Forager capital management	1.09M	13.37%	$31.21M
Tieton capital management	207.39K	3.31%	$5.96M
Basswood capital management	1.02M	1.90%	$29.28M
Khrom capital management	96.49K	0.52%	$2.77M
Emc capital management	6.10K	0.12%	$207.00K
Bridgeway capital management	96.94K	0.07%	$2.79M
Lsv asset management	388.96K	0.02%	$11.18M
Empowered funds	43.69K	0.02%	$1.48M
Globeflex capital l p	4.51K	0.01%	$129.62K
Martingale asset management l p	21.57K	0.01%	$620.04K

Top Buyers

Holder	Shares	% Assets	Change
Forager capital management	1.09M	13.37%	102.42K
Tieton capital management	207.39K	3.31%	100.56K
Basswood capital management	1.02M	1.90%	76.93K
Blackrock	1.42M	0.00%	58.91K
Russell investments group	50.76K	0.00%	48.12K

Top Sellers

Holder	Shares	% Assets	Change
Wellington management group llp	405.13K	0.00%	-288.74K
Khrom capital management	96.49K	0.52%	-107.74K
Waterfall asset management	-	-	-22.00K
Charles schwab investment management	49.37K	0.00%	-19.32K
Emc capital management	6.10K	0.12%	-18.92K

New Positions

Holder	Shares	% Assets	Change	Value
Marshall wace, llp	12.73K	0.00%	12.73K	$365.80K
Alliancebernstein	8.40K	0.00%	8.40K	$241.42K
Hancock whitney	8.15K	0.01%	8.15K	$234.23K
Jane street group	7.37K	-	7.37K	$211.81K
Mirae asset global etfs	4.88K	0.00%	4.88K	$140.28K

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-2.00
Atwood & palmer	-200.00
Metropolitan life insurance co/ny	-396.00
Innealta capital	-666.00
Picton mahoney asset management	-800.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Mar 31, 2024	78	-4.88%	7,777,703	-2.28%	82	1.16%	27	-22.86%	33	10.00%
Dec 31, 2023	82	-2.38%	7,959,512	-0.41%	84	1.17%	35	-25.53%	30	20.00%
Sep 30, 2023	84	3.70%	7,992,466	1.31%	85	1.19%	47	9.30%	25	-7.41%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Tieton Small Cap Value	255.25K	2.51%	48.54K
Vanguard Total Stock Mkt Idx Inv	245.34K	2.41%	-
iShares Russell 2000 ETF	238.35K	2.35%	-925.00
DFA US Small Cap Value I	178.38K	1.76%	-
Vanguard Institutional Extnd Mkt Idx Tr	142.22K	1.40%	-
BlackRock Advantage Small Cap Core Instl	120.66K	1.19%	1.55K
Avantis US Small Cap Value ETF	112.92K	1.11%	88.00
DFA US Targeted Value I	100.94K	0.99%	-
DFA US Small Cap I	93.96K	0.92%	-
Fidelity Small Cap Index	83.63K	0.82%	-60.00

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jan 15, 2025	Forager Fund, L.P.	-	Sell	$554.77K
Jan 13, 2025	Forager Fund, L.P.	-	Sell	$701.43K
Jan 14, 2025	Forager Fund, L.P.	-	Sell	$462.29K
Jan 08, 2025	Forager Fund, L.P.	-	Sell	$247.79K
Jan 07, 2025	Forager Fund, L.P.	-	Sell	$100.17K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	1	5
2024 Q3	-	-
2024 Q2	15	-
2024 Q1	29	3
2023 Q4	2	-

RM Ownership FAQ

Who Owns Regional Management?

Regional Management shareholders are primarily institutional investors at 81.69%, followed by 8.25% insiders and 10.06% retail investors. The average institutional ownership in Regional Management's industry, Credit Services Stocks, is 49.88%, which Regional Management exceeds.

Who owns the most shares of Regional Management?

Regional Management’s largest shareholders are Blackrock (1.42M shares, 14.86%), Forager capital management (1.09M shares, 11.35%), and Basswood capital management (1.02M shares, 10.65%). Together, they hold 36.86% 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 13.37% of its assets in 1.09M Regional Management shares, valued at 31.21M$.

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 2.51% of its total shares outstanding invested in 255.25K Regional Management shares.

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