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. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.41% of its assets in Regional Management shares.

RM Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockRegional Management81.69%8.25%10.07%
SectorFinancial Services Stocks 49.66%13.98%36.36%
IndustryCredit Services Stocks49.87%8.04%42.08%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock1.42M14.86%$40.87M
Forager capital management1.09M11.35%$31.21M
Basswood capital management1.02M10.65%$29.28M
Dimensional fund advisors lp736.01K7.69%$21.15M
Vanguard group444.52K4.65%$12.78M
Wellington management group llp405.13K4.23%$11.64M
Lsv asset management388.96K4.06%$11.18M
Tieton capital management207.39K2.17%$5.96M
Renaissance201.54K2.11%$5.79M
Geode capital management185.53K1.94%$5.33M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Forager capital management1.09M13.37%$31.21M
Tieton capital management207.39K3.31%$5.96M
Basswood capital management1.02M1.90%$29.28M
Khrom capital management96.49K0.52%$2.77M
Emc capital management6.10K0.10%$175.00K
Bridgeway capital management96.94K0.07%$2.79M
Lsv asset management388.96K0.02%$11.18M
Empowered funds39.64K0.02%$1.14M
Globeflex capital l p4.51K0.01%$129.62K
Martingale asset management l p21.57K0.01%$620.04K

Top Buyers

HolderShares% AssetsChange
Forager capital management1.09M13.37%102.42K
Tieton capital management207.39K3.31%100.56K
Basswood capital management1.02M1.90%76.93K
Blackrock1.42M0.00%58.91K
Russell investments group50.76K0.00%48.12K

Top Sellers

HolderShares% AssetsChange
Wellington management group llp405.13K0.00%-288.74K
Khrom capital management96.49K0.52%-107.74K
Waterfall asset management---22.00K
Charles schwab investment management49.37K0.00%-19.32K
Citigroup24.26K0.00%-14.80K

New Positions

HolderShares% AssetsChangeValue
Marshall wace, llp12.73K0.00%12.73K$365.80K
Alliancebernstein8.40K0.00%8.40K$241.42K
Hancock whitney8.15K0.01%8.15K$234.23K
Jane street group7.37K-7.37K$211.81K
Mirae asset global etfs4.88K0.00%4.88K$140.28K

Sold Out

HolderChange
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


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 20249215.00%7,909,6281.14%811.23%5213.04%22-8.33%
Jun 30, 2024791.28%7,820,5270.55%811.19%4566.67%24-27.27%
Mar 31, 202478-4.88%7,777,703-2.28%821.16%27-22.86%3310.00%
Dec 31, 202382-2.38%7,959,512-0.41%841.17%35-25.53%3020.00%
Sep 30, 2023843.70%7,992,4661.31%851.19%479.30%25-7.41%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv245.34K2.41%-
iShares Russell 2000 ETF237.39K2.34%-490.00
Tieton Small Cap Value207.39K2.04%100.56K
DFA US Small Cap Value I182.22K1.79%-3.63K
Vanguard Institutional Extnd Mkt Idx Tr142.22K1.40%-
BlackRock Advantage Small Cap Core Instl119.10K1.17%-
Avantis US Small Cap Value ETF109.56K1.08%-
DFA US Targeted Value I102.50K1.01%-
DFA US Small Cap I93.96K0.93%-
Fidelity Small Cap Index83.69K0.82%1.29K

Recent Insider Transactions


DateNameRoleActivityValue
Dec 11, 2024BASSWOOD CAPITAL MANAGEMENT, L.L.C. Director-by-DeputizationSell$90.92K
Dec 11, 2024BASSWOOD CAPITAL MANAGEMENT, L.L.C. Director-by-DeputizationBuy$91.08K
Dec 04, 2024Beck Robert William President and CEOSell$208.07K
Dec 04, 2024Beck Robert William President and CEOSell$23.19K
Dec 05, 2024Beck Robert William President and CEOSell$126.85K

Insider Transactions Trends


DateBuySell
2024 Q415
2024 Q3--
2024 Q215-
2024 Q1293
2023 Q42-

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 49.87%, 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?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Regional Management shares, with 2.41% of its total shares outstanding invested in 245.34K Regional Management shares.

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