DaveManuel.com · Institutional Ownership · Who Owns It
REGIONS FINANCIAL CORP NEW (RF)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
1,123
Reporting holders
$22.0B
Reported value
85.2%
Of shares outstanding
0.3%
Calls
0.2%
Puts
+30
Holder change
Institutions report 725,631,949 shares against 851,929,506 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $2.5B | 81,326,428 | 0.04% | 8q | -1.1%-$26.9M |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.7B | 55,724,527 | 0.04% | 2q | -0.8%-$13.3M |
| STATE STREET CORP | $1.5B | 50,667,092 | 0.05% | 31q | +6.2%+$90.0M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.2B | 39,837,734 | 0.05% | 2q | -0.7%-$8.4M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $838.8M | 27,773,516 | 0.11% | 31q | +8.6%+$66.5M |
| GEODE CAPITAL MANAGEMENT, LLC | $725.9M | 24,125,742 | 0.04% | 31q | HELD |
| WELLINGTON MANAGEMENT GROUP LLP | $634.0M | 20,992,390 | 0.11% | 31q | -41.9%-$457.4M |
| Invesco Ltd. | $561.3M | 18,585,587 | 0.04% | 31q | +4.0%+$21.8M |
| FIRST TRUST ADVISORS LP | $560.1M | 18,544,746 | 0.33% | 31q | +38.8%+$156.6M |
| JPMORGAN CHASE & CO | $547.4M incl. $3.2M options CALL+PUT | 17,977,505 | 0.03% | 31q | HELD |
| VICTORY CAPITAL MANAGEMENT INC | $524.2M | 17,357,535 | 0.29% | 31q | +13.7%+$63.2M |
| MORGAN STANLEY | $506.4M | 16,769,504 | 0.03% | 35q | -12.3%-$70.8M |
| FEDERATED HERMES, INC. | $337.5M | 11,174,523 | 0.49% | 31q | +133822.9%+$337.2M |
| GOLDMAN SACHS GROUP INC | $318.5M incl. $8.2M options CALL+PUT | 10,275,638 | 0.03% | 31q | +13.6%+$38.1M |
| DIMENSIONAL FUND ADVISORS LP | $304.6M | 10,083,971 | 0.06% | 31q | +2.6%+$7.8M |
| NORGES BANK | $267.3M | 8,849,540 | 0.03% | 32q | -5.8%-$16.4M |
| LSV ASSET MANAGEMENT | $267.3M | 8,849,447 | 0.48% | 31q | -1.9%-$5.3M |
| NORTHERN TRUST CORP | $252.2M | 8,349,572 | 0.03% | 31q | -1.2%-$3.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $244.0M | 8,079,871 | 0.04% | 31q | HELD |
| BANK OF AMERICA CORP /DE/ | $219.1M | 7,253,906 | 0.01% | 31q | +108.9%+$114.2M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $217.6M | 7,192,487 | 0.07% | 16q | +1.0%+$2.1M |
| THORNBURG INVESTMENT MANAGEMENT INC | $203.7M | 6,746,453 | 1.95% | 26q | +3.5%+$7.0M |
| Allspring Global Investments Holdings, LLC | $190.8M | 6,195,185 | 0.29% | 19q | -1.2%-$2.4M |
| Bank of New York Mellon Corp | $188.9M | 6,254,737 | 0.03% | 31q | -5.4%-$10.8M |
| ROYAL BANK OF CANADA | $187.3M | 6,203,208 | 0.03% | 31q | +13.5%+$22.2M |
| Nykredit A/S | $172.8M | 5,721,704 | 0.66% | new | FIRST |
| Legal & General Group Plc | $163.7M | 5,419,013 | 0.03% | 31q | -5.7%-$9.9M |
| Assenagon Asset Management S.A. | $148.6M | 4,922,032 | 0.09% | 23q | +663.8%+$129.2M |
| VANGUARD FIDUCIARY TRUST CO | $144.7M | 4,792,493 | 0.03% | 2q | -1.8%-$2.6M |
| DEUTSCHE BANK AG\ | $143.7M | 4,759,842 | 0.04% | 34q | +2.4%+$3.4M |
| UBS Group AG | $132.7M incl. $5.7M options CALL+PUT | 4,204,309 | 0.02% | 31q | -20.3%-$33.8M |
| AMERICAN CENTURY COMPANIES INC | $131.6M | 4,358,609 | 0.06% | 27q | -1.7%-$2.3M |
| AMERIPRISE FINANCIAL INC | $122.5M | 4,053,256 | 0.02% | 31q | -0.7%-$870.4K |
| WELLS FARGO & COMPANY/MN | $116.4M | 3,854,415 | 0.02% | 31q | +42.4%+$34.7M |
| Amundi | $112.2M | 3,716,049 | 0.03% | 21q | -16.3%-$21.9M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $107.7M | 3,558,349 | 0.08% | 31q | +9.3%+$9.1M |
| CINCINNATI INSURANCE CO | $107.1M | 3,545,893 | 1.54% | 10q | HELD |
| Squarepoint Ops LLC | $102.6M | 3,396,866 | 0.11% | 23q | -17.2%-$21.3M |
| FMR LLC | $100.9M | 3,342,035 | 0.00% | 31q | HELD |
| Korea Investment CORP | $99.2M | 3,284,426 | 0.19% | 31q | +14.7%+$12.7M |
| RAYMOND JAMES FINANCIAL INC | $94.7M | 3,134,247 | 0.03% | 7q | +139.2%+$55.1M |
| HSBC HOLDINGS PLC | $92.9M incl. $14.2M options CALL+PUT | 2,603,040 | 0.04% | 31q | +33.3%+$23.2M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $89.3M | 2,957,131 | 0.38% | 2q | +8.6%+$7.1M |
| California Public Employees Retirement System | $81.8M | 2,706,976 | 0.05% | 31q | -21.2%-$22.0M |
| AQR CAPITAL MANAGEMENT LLC | $81.2M | 2,687,455 | 0.03% | 31q | -12.5%-$11.6M |
| BANK OF MONTREAL /CAN/ | $78.4M | 2,595,614 | 0.03% | 31q | -4.5%-$3.7M |
| PFA Pension, Forsikringsaktieselskab | $76.1M | 2,519,903 | 0.19% | new | NEW |
| LPL Financial LLC | $72.6M | 2,404,667 | 0.02% | 31q | +92.8%+$35.0M |
| Sumitomo Mitsui Trust Group, Inc. | $65.7M | 2,175,182 | 0.04% | 31q | -8.9%-$6.5M |
| Swiss Life Asset Management Ltd | $65.3M | 2,161,463 | 0.27% | 30q | -7.6%-$5.4M |
| ENVESTNET ASSET MANAGEMENT INC | $64.3M | 2,129,927 | 0.02% | 31q | +433.7%+$52.3M |
| Russell Investments Group, Ltd. | $63.6M | 2,107,015 | 0.06% | 31q | +8.5%+$5.0M |
| TWO SIGMA INVESTMENTS, LP | $62.4M | 2,065,972 | 0.05% | 11q | -31.6%-$28.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $62.3M | 2,062,901 | 0.03% | 31q | +5.8%+$3.4M |
| Nuveen, LLC | $62.3M | 2,062,528 | 0.01% | 6q | -3.1%-$2.0M |
| VANGUARD ASSET MANAGEMENT, Ltd | $61.7M | 2,044,518 | 0.04% | 2q | +10.4%+$5.8M |
| Vest Financial, LLC | $60.1M | 1,991,634 | 0.63% | 3q | +59.1%+$22.3M |
| Epoch Investment Partners, Inc. | $58.5M | 1,937,696 | 0.33% | 13q | -8.8%-$5.6M |
| National Pension Service | $58.4M | 1,933,952 | 0.04% | 31q | +0.6%+$369.0K |
| Vanguard Global Advisers, LLC | $56.1M | 1,858,171 | 0.03% | 2q | -3.1%-$1.8M |
| PZENA INVESTMENT MANAGEMENT LLC | $55.6M | 1,839,825 | 0.16% | 31q | HELD |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $55.4M | 1,833,878 | 0.04% | 31q | -2.9%-$1.7M |
| BARCLAYS PLC | $55.1M | 1,825,326 | 0.01% | 31q | -73.6%-$153.8M |
| RHUMBLINE ADVISERS | $52.9M | 1,752,851 | 0.04% | 31q | -3.5%-$1.9M |
| BNP PARIBAS FINANCIAL MARKETS | $52.9M | 1,750,494 | 0.02% | 31q | -22.6%-$15.4M |
| JONES FINANCIAL COMPANIES LLLP | $51.4M | 1,710,117 | 0.02% | 23q | +13.7%+$6.2M |
| SEI INVESTMENTS CO | $50.0M | 1,656,037 | 0.04% | 31q | -14.5%-$8.5M |
| REGIONS FINANCIAL CORP | $48.5M | 1,606,432 | 0.29% | 31q | -1.2%-$593.4K |
| MILLER HOWARD INVESTMENTS INC /NY | $48.4M | 1,601,010 | 1.28% | 3q | +0.7%+$346.5K |
| ACADIAN ASSET MANAGEMENT LLC | $47.6M | 1,576,010 | 0.06% | 2q | -19.2%-$11.3M |
| Prana Capital Management, LP | $45.4M | 1,504,131 | 1.38% | 3q | +20.1%+$7.6M |
| CITIGROUP INC | $44.2M | 1,464,843 | 0.01% | 31q | +22.9%+$8.2M |
| First Financial Bankshares Inc | $43.0M | 1,422,410 | 0.80% | 3q | +0.6%+$246.5K |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $41.6M | 1,375,969 | 0.78% | new | NEW |
| NORDEA INVESTMENT MANAGEMENT AB | $41.5M | 1,370,481 | 0.03% | 31q | +54.5%+$14.6M |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $41.1M | 1,359,360 | 0.19% | 31q | +59.3%+$15.3M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $38.4M | 1,271,689 | 0.00% | 31q | -5.6%-$2.3M |
| Walleye Capital LLC | $38.1M incl. $3.4M options CALL+PUT | 1,150,000 | 0.14% | 18q | +12400.0%+$37.8M |
| Eurizon Capital SGR S.p.A. | $38.0M | 1,256,772 | 0.10% | 3q | -15.0%-$6.7M |
| STIFEL FINANCIAL CORP | $37.2M | 1,230,847 | 0.03% | 31q | +42.0%+$11.0M |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $37.0M | 1,225,293 | 0.03% | 31q | -1.3%-$483.4K |
| Quantinno Capital Management LP | $36.3M | 1,203,116 | 0.04% | 20q | +17.2%+$5.3M |
| WORLDQUANT MILLENNIUM ADVISORS LLC | $34.9M | 1,155,583 | 0.12% | 6q | -17.6%-$7.5M |
| FRANKLIN RESOURCES INC | $32.8M | 1,087,167 | 0.01% | 31q | +46.1%+$10.4M |
| Tredje AP-fonden | $31.4M | 1,040,181 | 0.14% | 19q | +209.3%+$21.3M |
| Qube Research & Technologies Ltd | $30.2M | 999,679 | 0.03% | 7q | -71.8%-$77.0M |
| Arbejdsmarkedets Tillaegspension | $29.7M | 982,100 | 0.65% | 3q | -0.6%-$183.2K |
| PRINCIPAL FINANCIAL GROUP INC | $28.9M | 956,723 | 0.01% | 31q | -5.2%-$1.6M |
| Mirae Asset Global Investments Co., Ltd. | $27.7M | 918,142 | 0.04% | 31q | +16.1%+$3.8M |
| M&T Bank Corp | $27.3M incl. $26.4K options CALL | 901,706 | 0.08% | 31q | -1.8%-$499.9K |
| AE Wealth Management LLC | $26.9M | 889,195 | 0.13% | 31q | -15.4%-$4.9M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | $26.0M | 862,363 | 0.16% | 11q | -13.7%-$4.1M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | $25.2M | 835,596 | 0.55% | 20q | HELD |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $25.1M | 830,118 | 0.04% | 31q | -1.7%-$440.0K |
| Erste Asset Management GmbH | $24.8M | 819,866 | 0.19% | 9q | +48.6%+$8.1M |
| AVIVA PLC | $24.2M | 800,050 | 0.04% | 31q | +0.8%+$180.4K |
| PINEBRIDGE INVESTMENTS LLC | $23.7M | 784,646 | 0.20% | 3q | -8.4%-$2.2M |
| Swedbank AB | $23.6M | 780,672 | 0.02% | 21q | +1.2%+$274.6K |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | $23.3M | 770,661 | 0.08% | 31q | -0.7%-$153.4K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $22.7M | 751,675 | 0.02% | 31q | +35.6%+$6.0M |
Showing the largest 100 of 1,124 reported holders. The count of 1,123 above leaves out 1 position whose reported value failed our price check; it is listed here as filed.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-08-11 | 2026-08-11 | Directors or officers departed or appointed | filing |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 379 | $816.4M | 30,336,640 | 24 | 134 | 84 | 0.0% |
| Q2 2026 | 1,123 | $22.0B | 725,631,949 | 107 | 395 | 328 | 0.6% |
| Q1 2026 | 1,093 | $18.5B | 705,175,871 | 117 | 341 | 373 | 0.7% |
| Q4 2025 | 1,077 | $20.7B | 755,984,770 | 86 | 366 | 312 | 1.1% |
| Q3 2025 | 1,018 | $20.4B | 765,545,735 | 111 | 356 | 282 | 1.1% |
| Q2 2025 | 975 | $17.2B | 725,748,857 | 110 | 345 | 296 | 0.9% |
| Q1 2025 | 957 | $16.0B | 726,248,190 | 96 | 344 | 271 | 1.3% |
| Q4 2024 | 965 | $17.4B | 732,811,842 | 96 | 320 | 277 | 0.7% |
| Q3 2024 | 884 | $17.3B | 735,574,791 | 114 | 279 | 270 | 1.0% |
| Q2 2024 | 831 | $15.2B | 749,961,947 | 87 | 287 | 249 | 0.9% |
| Q1 2024 | 812 | $16.6B | 784,438,730 | 76 | 266 | 264 | 0.8% |
| Q4 2023 | 831 | $15.1B | 768,777,607 | 75 | 263 | 259 | 1.2% |
| Q3 2023 | 802 | $12.8B | 729,875,645 | 75 | 248 | 264 | 1.3% |
| Q2 2023 | 792 | $13.2B | 724,903,520 | 60 | 227 | 318 | 1.7% |
| Q1 2023 | 836 | $13.5B | 714,255,049 | 69 | 276 | 283 | 1.7% |
| Q4 2022 | 891 | $15.4B | 708,518,649 | 94 | 282 | 274 | 0.9% |
| Q3 2022 | 827 | $44.6B | 2,216,935,689 | 99 | 299 | 219 | 0.2% |
| Q2 2022 | 787 | $32.3B | 1,716,821,105 | 68 | 258 | 239 | 0.4% |
| Q1 2022 | 799 | $34.0B | 1,519,886,747 | 77 | 245 | 295 | 0.5% |
| Q4 2021 | 821 | $36.8B | 1,678,536,480 | 78 | 233 | 262 | 0.5% |
| Q3 2021 | 751 | $39.6B | 1,853,973,791 | 60 | 259 | 232 | 0.3% |
| Q2 2021 | 769 | $29.9B | 1,475,594,613 | 76 | 245 | 246 | 0.4% |
| Q1 2021 | 750 | $48.8B | 2,356,530,656 | 98 | 232 | 250 | 0.3% |
| Q4 2020 | 716 | $161.3B | 9,959,041,357 | 101 | 207 | 228 | 0.1% |
| Q3 2020 | 646 | $117.7B | 10,201,784,774 | 49 | 200 | 226 | 0.1% |
| Q2 2020 | 682 | $107.2B | 9,632,412,437 | 73 | 213 | 245 | 0.1% |
| Q1 2020 | 683 | $85.5B | 9,526,680,910 | 63 | 212 | 263 | 0.1% |
| Q4 2019 | 755 | $140.6B | 8,763,054,486 | 66 | 213 | 268 | 0.1% |
| Q3 2019 | 697 | $129.4B | 8,699,506,578 | 61 | 198 | 280 | 0.1% |
| Q2 2019 | 694 | $123.5B | 8,609,897,359 | 60 | 253 | 221 | 0.1% |
| Q1 2019 | 715 | $117.7B | 9,693,923,176 | 65 | 222 | 267 | 0.1% |
| Q4 2018 | 721 | $106.1B | 11,327,254,073 | 6 | 13 | 9 | 0.1% |