Regional Management Corp. - RM
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 6 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 1,139,435 | 44,153 | 0.0% | 0.0% | 1 | +4,088 | 0.36% | Q4 2025 | Feb 12, 2026 |
| Forager Capital Management, LLC | History | No change | 1,085,098 | 42,047 | 19.04% | 18.65% | 2 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | History | Reduced | 856,641 | 33,194 | 1.34% | 1.64% | 3 | -167,669 | -16.37% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 691,701 | 26,804 | 0.01% | 0.01% | 4 | -6,195 | -0.89% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 459,349 | 17,799 | 0.0% | 0.0% | 5 | +1,905 | 0.42% | Q4 2025 | Jan 29, 2026 |
| LSV ASSET MANAGEMENT | History | Added to | 338,832 | 13,130 | 0.03% | 0.03% | 6 | +24,232 | 7.7% | Q4 2025 | Feb 06, 2026 |
| Tieton Capital Management, LLC | History | Reduced | 304,698 | 11,807 | 4.04% | 4.13% | 7 | -955 | -0.31% | Q4 2025 | Feb 10, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 243,137 | 9,421 | 0.01% | 0.01% | 8 | +33,200 | 15.81% | Q4 2025 | Feb 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 235,800 | 9,137 | 0.0% | 0.0% | 9 | +24,059 | 11.36% | Q4 2025 | Feb 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 218,164 | 8,453 | 0.0% | 0.0% | 10 | +19,600 | 9.87% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 204,488 | 7,925 | 0.0% | 0.0% | 11 | -4,041 | -1.94% | Q4 2025 | Feb 09, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 182,666 | 7,078 | 0.0% | 0.0% | 12 | +32,075 | 21.3% | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | Added to | 175,407 | 6,797 | 0.0% | 0.0% | 13 | +843 | 0.48% | Q4 2025 | Feb 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 154,173 | 5,972 | 0.01% | 0.01% | 14 | -9,612 | -5.87% | Q4 2025 | Feb 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 150,464 | 5,830 | 0.0% | 0.0% | 15 | +15,788 | 11.72% | Q4 2025 | Mar 25, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 111,844 | 4,333 | 0.09% | 0.09% | 16 | +5,267 | 4.94% | Q4 2025 | Feb 17, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 105,821 | 4,100 | 0.0% | 0.0% | 17 | -1,361 | -1.27% | Q4 2025 | Feb 13, 2026 |
| Hillsdale Investment Management Inc. | History | Added to | 97,517 | 3,778 | 0.1% | 0.11% | 18 | +2,362 | 2.48% | Q4 2025 | Feb 10, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 91,721 | 3,554 | 0.0% | 0.0% | 19 | -5,170 | -5.34% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 79,851 | 3,094 | 0.0% | 0.0% | 20 | -18,887 | -19.13% | Q4 2025 | Feb 10, 2026 |
| SEI INVESTMENTS CO | History | New | 72,111 | 2,794 | 0.0% | — | 21 | +72,111 | New | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 67,387 | 2,611 | 0.0% | 0.0% | 22 | +5,551 | 8.98% | Q4 2025 | Feb 13, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 62,557 | 2,424 | 0.01% | — | 23 | +62,557 | New | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 57,101 | 2,212 | 0.0% | 0.0% | 24 | +10,658 | 22.95% | Q4 2025 | Feb 17, 2026 |
| Empowered Funds, LLC | History | Added to | 55,344 | 2,144 | 0.04% | 0.02% | 25 | +5,267 | 10.52% | Q4 2025 | Feb 18, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 44,124 | 1,709 | 0.0% | 0.0% | 26 | +24,239 | 121.9% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 41,320 | 1,601 | 0.0% | 0.0% | 27 | -15,356 | -27.09% | Q4 2025 | Jan 29, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 40,324 | 1,562 | 0.0% | 0.0% | 28 | +15,878 | 64.95% | Q4 2025 | Feb 17, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 37,638 | 1,458 | 0.0% | 0.0% | 29 | -2,328 | -5.82% | Q4 2025 | Feb 10, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 34,663 | 1,343 | 0.21% | 0.21% | 30 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 32,645 | 1,264 | 0.0% | 0.0% | 31 | -482 | -1.46% | Q4 2025 | Feb 17, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 29,279 | 1,134 | 0.03% | 0.03% | 32 | +2 | 0.01% | Q4 2025 | Feb 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 28,006 | 1,085 | 0.0% | 0.0% | 33 | +436 | 1.58% | Q4 2025 | Feb 13, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 27,837 | 1,078 | 0.0% | 0.0% | 34 | +7,668 | 38.02% | Q4 2025 | Feb 13, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 26,100 | 1,011 | 0.0% | — | 35 | +26,100 | New | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 25,080 | 971 | 0.0% | 0.0% | 36 | -1,924 | -7.12% | Q4 2025 | Feb 13, 2026 |
| Integrated Quantitative Investments LLC | History | Added to | 24,732 | 958 | 0.21% | 0.1% | 37 | +15,767 | 175.87% | Q4 2025 | Feb 12, 2026 |
| Nuveen, LLC | History | No change | 21,514 | 833 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Trexquant Investment LP | History | Reduced | 20,764 | 804 | 0.01% | 0.01% | 39 | -6,873 | -24.87% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 20,262 | 785 | 0.0% | 0.0% | 40 | +257 | 1.28% | Q4 2025 | Feb 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 19,600 | 759 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 18,124 | 702 | 0.0% | 0.0% | 42 | +1,591 | 9.62% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 16,991 | 658 | 0.0% | 0.0% | 43 | -237 | -1.38% | Q4 2025 | Feb 11, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 16,118 | 624 | 0.0% | 0.0% | 44 | -5,300 | -24.75% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 15,675 | 607 | 0.0% | 0.0% | 45 | +30 | 0.19% | Q4 2025 | Feb 19, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 15,652 | 606 | 0.0% | 0.0% | 46 | +4,538 | 40.83% | Q4 2025 | Feb 17, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 14,426 | 559 | 0.0% | 0.0% | 47 | +252 | 1.78% | Q4 2025 | Feb 12, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 14,163 | 548 | 0.0% | 0.0% | 48 | -803 | -5.37% | Q4 2025 | Feb 17, 2026 |
| Brandywine Global Investment Management, LLC | History | New | 13,600 | 527 | 0.0% | — | 49 | +13,600 | New | Q4 2025 | Feb 11, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 13,023 | 504 | 0.0% | 0.0% | 50 | -6,407 | -32.97% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 12,189 | 472 | 0.0% | 0.0% | 51 | +5,411 | 79.83% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 12,132 | 470 | 0.0% | 0.0% | 52 | -1,323 | -9.83% | Q4 2025 | Feb 13, 2026 |
| Legato Capital Management LLC | History | New | 11,746 | 455 | 0.04% | — | 53 | +11,746 | New | Q4 2025 | Feb 06, 2026 |
| WINTON GROUP Ltd | History | Reduced | 11,271 | 436 | 0.02% | 0.02% | 55 | -3,197 | -22.1% | Q4 2025 | Feb 11, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 11,165 | 436 | 0.0% | 0.0% | 54 | +208 | 1.9% | Q4 2025 | Feb 11, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 10,718 | 420 | 0.0% | 0.0% | 56 | +831 | 8.4% | Q4 2025 | Jan 15, 2026 |
| Engineers Gate Manager LP | History | Added to | 10,713 | 415 | 0.0% | 0.0% | 57 | +149 | 1.41% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 10,120 | 392 | 0.0% | 0.0% | 58 | +3,290 | 48.17% | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 9,900 | 383 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 9,668 | 374 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| EntryPoint Capital, LLC | History | Added to | 8,978 | 347 | 0.14% | 0.09% | 61 | +2,845 | 46.39% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 8,529 | 330 | 0.0% | 0.0% | 62 | +4,377 | 105.42% | Q4 2025 | Feb 11, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 7,827 | 303 | 0.0% | 0.0% | 63 | +639 | 8.89% | Q4 2025 | Feb 11, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 6,900 | 267 | 0.0% | — | 64 | +6,900 | New | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | New | 6,416 | 248 | 0.0% | — | 65 | +6,416 | New | Q4 2025 | Mar 20, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 6,293 | 243 | 0.0% | 0.0% | 66 | +49 | 0.78% | Q4 2025 | Jan 14, 2026 |
| Brevan Howard Capital Management LP | History | New | 5,985 | 231 | 0.0% | — | 67 | +5,985 | New | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 5,984 | 231 | 0.0% | 0.0% | 68 | +282 | 4.95% | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | No change | 5,462 | 211 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 4,910 | 190 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 4,208 | 163 | 0.0% | 0.0% | 71 | -8 | -0.19% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 3,876 | 150 | 0.0% | 0.0% | 72 | +350 | 9.93% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 3,468 | 134 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AlphaQuest LLC | History | New | 3,442 | 133 | 0.01% | — | 74 | +3,442 | New | Q4 2025 | Feb 09, 2026 |
| EMC Capital Management | History | Reduced | 3,221 | 125 | 0.06% | 0.07% | 75 | -569 | -15.01% | Q4 2025 | Mar 09, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 3,224 | 124 | 0.0% | 0.0% | 76 | +1,147 | 55.22% | Q4 2025 | Feb 10, 2026 |
| SG Americas Securities, LLC | History | New | 2,888 | 112 | 0.0% | — | 77 | +2,888 | New | Q4 2025 | Jan 09, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 2,704 | 104 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | New | 1,270 | 49 | 0.0% | — | 79 | +1,270 | New | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Reduced | 1,022 | 40 | 0.0% | 0.0% | 80 | -43 | -4.04% | Q4 2025 | Jan 26, 2026 |
| CITIGROUP INC | History | Added to | 940 | 36 | 0.0% | 0.0% | 81 | +57 | 6.46% | Q4 2025 | Feb 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 947 | 36 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Legal & General Group Plc | History | No change | 828 | 32 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| State of Alaska, Department of Revenue | History | New | 667 | 25 | 0.0% | — | 84 | +667 | New | Q4 2025 | Jan 23, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 563 | 22 | 0.0% | 0.0% | 85 | -10 | -1.75% | Q4 2025 | Jan 20, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 558 | 21 | 0.0% | 0.0% | 86 | -41 | -6.84% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 456 | 17 | 0.0% | 0.0% | 87 | -89 | -16.33% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 321 | 12 | 0.0% | 0.0% | 88 | -1 | -0.31% | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Added to | 285 | 11 | 0.0% | 0.0% | 89 | +18 | 6.74% | Q4 2025 | Feb 05, 2026 |
| Geneos Wealth Management Inc. | History | No change | 300 | 11 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 278 | 10 | 0.0% | 0.0% | 91 | -143 | -33.97% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 247 | 9 | 0.0% | — | 92 | +247 | New | Q4 2025 | Feb 17, 2026 |
| Kemnay Advisory Services Inc. | History | New | 227 | 8 | 0.0% | — | 93 | +227 | New | Q4 2025 | Feb 17, 2026 |
| Covestor Ltd | History | Reduced | 211 | 8 | 0.0% | 0.0% | 94 | -19 | -8.26% | Q4 2025 | Feb 06, 2026 |
| GAMMA Investing LLC | History | Added to | 119 | 4 | 0.0% | 0.0% | 95 | +26 | 27.96% | Q4 2025 | Jan 05, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 120 | 4 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GROUP ONE TRADING LLC | History | New | 100 | 3 | 0.0% | — | 97 | +100 | New | Q4 2025 | Feb 12, 2026 |
| Optiver Holding B.V. | History | No change | 84 | 3 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SIGNATUREFD, LLC | History | Added to | 67 | 2 | 0.0% | 0.0% | 99 | +24 | 55.81% | Q4 2025 | Jan 20, 2026 |
| IFP Advisors, Inc | History | Added to | 52 | 2 | 0.0% | 0.0% | 100 | +23 | 79.31% | Q4 2025 | Feb 06, 2026 |
| Arax Advisory Partners | History | Reduced | 30 | 1 | 0.0% | 0.0% | 101 | -413 | -93.23% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 50 | 1 | 0.0% | 0.0% | 104 | +5 | 11.11% | Q4 2025 | Jan 23, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 32 | 1 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Versant Capital Management, Inc | History | No change | 36 | 1 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -26,100 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Informed Momentum Co LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -25,261 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,145 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,609 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -7,435 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FRANKLIN RESOURCES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,378 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,154 | -100.0% | Q3 2025 | Nov 14, 2025 |
| State of Tennessee, Department of Treasury | History | Closed out | 0 | 0 | — | 0.0% | — | -5,016 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q3 2025 | Nov 18, 2025 |
| WEXFORD CAPITAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -825 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -37 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Torren Management, LLC | History | New | 22 | 0 | — | — | — | +22 | New | Q4 2025 | Jan 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 18 | 0 | — | — | — | +18 | New | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Feb 05, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 1 | 0 | — | — | — | -11 | -91.67% | Q4 2025 | Feb 03, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 10 | 0 | — | — | — | -2 | -16.67% | Q4 2025 | Feb 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Parkside Financial Bank & Trust | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| True Wealth Design, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Smartleaf Asset Management LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |