Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in RM held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 1.1M | $36.7M | -0.3% | 12.094% | 0.00% |
| 2 | Forager Capital Management, LLC | 1.0M | $32.9M | -6.1% | 10.847% | 16.36% |
| 3 | BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 821K | $27.3M | -4.2% | 8.733% | 1.32% |
| 4 | DIMENSIONAL FUND ADVISORS LP | 692K | $22.3M | +0.1% | 7.365% | 0.00% |
| 5 | EverSource Wealth Advisors, LLC | 101K | $19.7M | +314993.8% | 1.073% | 0.60% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 345K | $11.1M | — | 3.670% | 0.00% |
| 7 | AMERICAN CENTURY COMPANIES INC | 261K | $8.4M | +10.6% | 2.776% | 0.00% |
| 8 | RENAISSANCE TECHNOLOGIES LLC | 223K | $7.2M | -8.2% | 2.376% | 0.01% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 213K | $6.9M | +4.0% | 2.262% | 0.00% |
| 10 | STATE STREET CORP | 174K | $5.6M | -0.8% | 1.851% | 0.00% |
| 11 | GOLDMAN SACHS GROUP INC | 163K | $5.3M | +8.2% | 1.732% | 0.00% |
| 12 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 160K | $5.2M | -12.5% | 1.701% | 0.00% |
| 13 | WELLINGTON MANAGEMENT GROUP LLP | 160K | $5.1M | -26.9% | 1.698% | 0.00% |
| 14 | SEI INVESTMENTS CO | 157K | $5.1M | +117.9% | 1.672% | 0.00% |
| 15 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 117K | $3.8M | +4.8% | 1.247% | 0.08% |
| 16 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 108K | $3.5M | +2.5% | 1.154% | 0.00% |
| 17 | Hillsdale Investment Management Inc. | 98K | $3.1M | 0.0% | 1.038% | 0.09% |
| 18 | NORTHERN TRUST CORP | 93K | $3.0M | +1.0% | 0.986% | 0.00% |
| 19 | MORGAN STANLEY | 84K | $2.7M | +24.3% | 0.892% | 0.00% |
| 20 | Bank of New York Mellon Corp | 76K | $2.4M | -5.0% | 0.808% | 0.00% |
| 21 | JACOBS LEVY EQUITY MANAGEMENT, INC | 71K | $2.3M | +13.7% | 0.757% | 0.01% |
| 22 | AQR CAPITAL MANAGEMENT LLC | 64K | $2.1M | +57.7% | 0.677% | 0.00% |
| 23 | FMR LLC | 63K | $2.0M | +9.6% | 0.666% | 0.00% |
| 24 | Empowered Funds, LLC | 61K | $2.0M | +9.7% | 0.646% | 0.01% |
| 25 | VANGUARD FIDUCIARY TRUST CO | 56K | $1.8M | — | 0.596% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in RM — a direct measure of their conviction.
Filings activity in RM during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 110 | 1.8% | 73.06% | 7.02 pp | $255M | 8.8% |
| Q4 2025 | 112 | +2.8% | 80.08% | 0.33 pp | $280M | 0.4% |
| Q3 2025 | 109 | +9.0% | 80.41% | +19.02 pp | $281M | +31% |
| Q2 2025 | 100 | 4.8% | 61.39% | 2.71 pp | $215M | 4.2% |
| Q1 2025 | 105 | +11% | 64.10% | 8.81 pp | $224M | 12% |
| Q4 2024 | 95 | +5.6% | 72.91% | +5.75 pp | $255M | +8.6% |
| Q3 2024 | 90 | +11% | 67.16% | +7.16 pp | $235M | +12% |
| Q2 2024 | 81 | — | 60.00% | — | $210M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying RM stock.
Based on Q1 2026 13F filings, institutional ownership of Regional Management Corp. stands at 73.1%, held across 110 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of RM, with approximately 1,136,454 shares worth $0.04B as of Q1 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of RM, including RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for RM is 34 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
16 institutions opened new positions in RM during Q1 2026, while 18 fully exited. 20 added to existing positions and 72 trimmed.
RM institutional ownership fell by 7.02 percentage points quarter-over-quarter, with a net change of -2 holders.
The top 10 institutions account for 69.7% of all reported 13F value in RM, and the top 25 account for 89.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Regional Management Corp. (RM) Institutional Ownership