| 1.40% |
| 4 | DIMENSIONAL FUND ADVISORS LP | 691K | $28.5M | -0.2% | 7.500% | 0.01% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 336K | $13.8M | -2.7% | 3.644% | 0.00% |
| 6 | AMERICAN CENTURY COMPANIES INC | 289K | $11.9M | +10.8% | 3.140% | 0.01% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 225K | $9.3M | +5.9% | 2.445% | 0.00% |
| 8 | RENAISSANCE TECHNOLOGIES LLC | 186K | $7.6M | -16.9% | 2.015% | 0.01% |
| 9 | STATE STREET CORP | 173K | $7.1M | -0.4% | 1.881% | 0.00% |
| 10 | GOLDMAN SACHS GROUP INC | 157K | $6.4M | -3.8% | 1.700% | 0.00% |
| 11 | WELLINGTON MANAGEMENT GROUP LLP | 125K | $5.1M | -21.8% | 1.355% | 0.00% |
| 12 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 122K | $5.0M | -23.5% | 1.327% | 0.00% |
| 13 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 122K | $5.0M | +3.9% | 1.323% | 0.09% |
| 14 | Hillsdale Investment Management Inc. | 114K | $4.7M | +16.6% | 1.235% | 0.11% |
| 15 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 112K | $4.6M | +3.2% | 1.215% | 0.00% |
| 16 | MORGAN STANLEY | 110K | $4.5M | +30.7% | 1.190% | 0.00% |
| 17 | JACOBS LEVY EQUITY MANAGEMENT, INC | 106K | $4.4M | +48.7% | 1.148% | 0.02% |
| 18 | NORTHERN TRUST CORP | 90K | $3.7M | -2.9% | 0.977% | 0.00% |
| 19 | Bank of New York Mellon Corp | 77K | $3.2M | +1.2% | 0.834% | 0.00% |
| 20 | SEI INVESTMENTS CO | 75K | $3.1M | -52.4% | 0.812% | 0.00% |
| 21 | VANGUARD PORTFOLIO MANAGEMENT LLC | 71K | $2.9M | +35.6% | 0.776% | 0.00% |
| 22 | AQR CAPITAL MANAGEMENT LLC | 71K | $2.9M | +12.2% | 0.775% | 0.00% |
| 23 | FMR LLC | 66K | $2.7M | +4.9% | 0.713% | 0.00% |
| 24 | Empowered Funds, LLC | 65K | $2.7M | +7.6% | 0.709% | 0.01% |
| 25 | AMERIPRISE FINANCIAL INC | 57K | $2.3M | +23.1% | 0.616% | 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.
| 80.41% |
| 0.91 pp |
| $224M |
| 12% |
| Q4 2024 | 95 | +5.6% | 81.32% | +4.52 pp | $255M | +8.6% |
| Q3 2024 | 90 | — | 76.80% | — | $235M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
RM institutional ownership rose by 1.21 percentage points quarter-over-quarter, with a net change of +10 holders.
The top 10 institutions account for 67.6% of all reported 13F value in RM, and the top 25 account for 86.2%.
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