Regional Management Ownership | Who Owns Regional Management?

Overview Forecast RevenueFinancials Chart Transcripts

Regional Management Ownership Summary

Regional Management is owned by 81.27% institutional investors, 8.44% insiders, and 10.29% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 15.49% 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	81.27%	8.44%	10.29%
Sector	Financial Services Stocks	40.29%	14.61%	45.11%
Industry	Credit Services Stocks	39.92%	8.89%	51.19%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	1.50M	15.49%	$50.98M
Blackrock	1.42M	14.86%	$40.87M
Forager capital management	1.09M	11.22%	$36.91M
Basswood capital management	1.02M	10.52%	$34.62M
Dimensional fund advisors lp	733.57K	7.58%	$24.93M
Vanguard group	454.64K	4.70%	$15.45M
Lsv asset management	346.15K	3.57%	$11.76M
Wellington management group llp	303.51K	3.13%	$10.31M
Tieton capital management	255.25K	2.64%	$8.67M
Renaissance	228.94K	2.36%	$7.78M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Forager capital management	1.09M	15.45%	$36.91M
Tieton capital management	255.25K	3.49%	$8.67M
Basswood capital management	1.02M	2.02%	$34.62M
Pacific global investment management	7.43K	0.32%	$252.57K
Emc capital management	6.10K	0.12%	$207.00K
Bridgeway capital management	100.19K	0.08%	$3.40M
Globeflex capital l p	18.25K	0.05%	$620.07K
Gsa capital partners llp	11.26K	0.03%	$383.00K
Lsv asset management	346.15K	0.03%	$11.76M
Empowered funds	43.69K	0.02%	$1.48M

Top Buyers

Holder	Shares	% Assets	Change
Blackrock	1.42M	0.00%	58.91K
Tieton capital management	255.25K	3.49%	48.54K
Ubs group	45.30K	0.00%	39.05K
Proficio capital partners	24.47K	0.00%	24.47K
Renaissance	228.94K	0.01%	21.99K

Top Sellers

Holder	Shares	% Assets	Change
Khrom capital management	-	-	-65.94K
Wellington management group llp	303.51K	0.00%	-30.40K
Waterfall asset management	-	-	-22.00K
Emc capital management	6.10K	0.12%	-18.92K
Goldman sachs group	133.63K	0.00%	-13.39K

New Positions

Holder	Shares	% Assets	Change	Value
Proficio capital partners	24.47K	0.00%	24.47K	$24.47K
Susquehanna group, llp	8.42K	-	8.42K	$286.04K
State of tennessee, treasury department	5.38K	0.00%	5.38K	$182.68K
Simplex trading	694.00	-	694.00	$23.00K
Versant capital management	36.00	0.00%	36.00	$1.22K

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-2.00
Capital performance advisors llp	-42.00
Atwood & palmer	-200.00
Metropolitan life insurance co/ny	-396.00
Innealta capital	-666.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	81	-11.96%	7,869,114	-0.51%	81	1.22%	46	-11.54%	18	-18.18%
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%

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	2.50%	-
Vanguard US Total Market Shares ETF	245.34K	2.50%	-
iShares Russell 2000 ETF	242.50K	2.47%	-2.09K
DFA US Small Cap Value I	170.94K	1.74%	-5.10K
Vanguard Institutional Extnd Mkt Idx Tr	142.22K	1.45%	-
Avantis US Small Cap Value ETF	136.30K	1.39%	240.00
BlackRock Advantage Small Cap Core Instl	120.66K	1.23%	-
DFA US Targeted Value I	98.77K	1.00%	-
DFA US Small Cap I	87.36K	0.89%	-6.60K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Feb 14, 2025	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	Director-by-Deputization	Buy	$35.15K
Feb 05, 2025	Beck Robert William	President and CEO	Sell	$477.23K
Jan 13, 2025	Forager Fund, L.P.	-	Sell	$701.43K
Jan 15, 2025	Forager Fund, L.P.	-	Sell	$554.77K
Jan 14, 2025	Forager Fund, L.P.	-	Sell	$462.29K

Insider Transactions Trends

Date	Buy	Sell
2025 Q1	1	11
2024 Q4	1	5
2024 Q3	-	-
2024 Q2	15	-
2024 Q1	29	3

RM Ownership FAQ

Who Owns Regional Management?

Regional Management shareholders are primarily institutional investors at 81.27%, followed by 8.44% insiders and 10.29% retail investors. The average institutional ownership in Regional Management's industry, Credit Services Stocks, is 39.92%, which Regional Management exceeds.

Who owns the most shares of Regional Management?

Regional Management’s largest shareholders are Blackrock funding, inc. /de (1.5M shares, 15.49%), Blackrock (1.42M shares, 14.86%), and Forager capital management (1.09M shares, 11.22%). Together, they hold 41.57% 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 15.45% of its assets in 1.09M Regional Management shares, valued at 36.91M$.

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.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools