RF · Company research
Regions Financial Corp. (RF): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Hickory Point Bank & Trust | 2039144 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2369 | 71544 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Reyes Financial Architecture, Inc. | 2047201 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 230 | 6946 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| PFG Advisors | 1694435 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9337 | 281975 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Crews Bank & Trust | 2052279 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 350 | 10570 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Davis Capital Management | 1811806 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23 | 695 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Union Bancaire Privee, UBP SA | 1716607 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10473 | 238698 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Linden Thomas Advisory Services, LLC | 1965702 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 81201 | 2452270 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| FCG Investment Co | 2011697 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12880 | 388976 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| WELLINGTON MANAGEMENT GROUP LLP | 902219 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20921175 | 631819485 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NorthCrest Asset Manangement, LLC | 1893159 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20514 | 627318 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| CLARK FINANCIAL SERVICES GROUP INC /BD | 1001011 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12316 | 371943 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| RFG Advisory, LLC | 1633387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 38107 | 1150841 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Squarepoint Ops LLC | 1642575 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3396866 | 102585353 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Plancorp, LLC | 1599579 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8554 | 265773 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| VIKING FUND MANAGEMENT LLC | 1169069 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12000 | 362400 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 1165408 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 460500 | 13907100 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| RITHOLTZ WEALTH MANAGEMENT | 1698218 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 52405 | 1582618 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Capula Management Ltd | 1557017 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20600 | 622120 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Y.D. More Investments Ltd | 1870364 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3547 | 360 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Man Group plc | 1637460 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 386811 | 11681692 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Lombard Odier Asset Management (Switzerland) SA | 1535660 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28300 | 854660 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Centennial Wealth Advisory LLC | 1839421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23431 | 707656 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| S&T Bank/PA | 1010911 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 182 | 5496 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| LYNCH & ASSOCIATES/IN | 1108965 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15281 | 461486 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Drucker Wealth 3.0, LLC | 2031642 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35896 | 1084052 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Midwest Trust Co | 2077080 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 611732 | 18474306 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Planned Solutions, Inc. | 1831332 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9285 | 280407 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6559 | 198068 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Truvestments Capital LLC | 1750405 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1746 | 52715 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| PINEBRIDGE INVESTMENTS LLC | 2088548 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 784646 | 23696309 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| AMERIFLEX GROUP, INC. | 2057637 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2879 | 86946 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Westover Capital Advisors, LLC | 1483467 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11514 | 347723 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| FIRST CITIZENS BANK & TRUST CO | 1092203 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 744177 | 22474145 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Olistico Wealth, LLC | 1962695 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 726 | 21925 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| SHAYNE & JACOBS, LLC | 1484085 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13193 | 398429 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Curated Wealth Partners LLC | 1781284 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13969 | 432316 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Hilton Head Capital Partners, LLC | 2109913 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 500 | 15100 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Kentucky Trust Co | 2054100 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10128 | 305866 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Ares Financial Consulting, LLC | 2106717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 415 | 12533 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| DiNuzzo Private Wealth, Inc. | 1994563 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 117 | 3534 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Signal Advisors Wealth, LLC | 2010926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20486 | 618688 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| JFS WEALTH ADVISORS, LLC | 1568068 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 412 | 12500 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Fulton Bank, N.A. | 883782 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 59510 | 1797202 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Ceeto Capital Group, LLC | 1722439 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35500 | 1079 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| First Bank & Trust | 1692632 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12931 | 390516 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 2010186 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 105 | 3189 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Community Financial Services Group, LLC | 1537319 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21898 | 674458 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Narwhal Capital Management | 1461287 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14159 | 427602 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| JAMES INVESTMENT RESEARCH, INC. | 810384 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 137191 | 4143168 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Perigon Wealth Management, LLC | 1575239 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 105629 | 3189987 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| EVERPAR ADVISORS LLC | 2010410 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9038 | 272945 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Walleye Trading LLC | 1388391 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31000 | 936200 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Arista Wealth Management, LLC | 1964758 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19251 | 581380 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Vanguard National Trust Co | 1984256 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 862 | 26032 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Summit Wealth Partners, LLC | 2033312 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7500 | 226500 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Mill Capital Management, LLC | 1901166 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10880 | 328576 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| ROCKLAND TRUST CO | 84616 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 48313 | 1459053 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| TCW GROUP INC | 850401 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13790 | 416458 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Sunburst Financial Group, LLC | 1800158 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31342 | 946528 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Hennion & Walsh Asset Management, Inc. | 1861642 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36848 | 1112810 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Czech National Bank | 1908923 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 242905 | 7335731 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| CHELSEA COUNSEL CO | 1276755 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 170 | 5180 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| TRUSTMARK BANK TRUST DEPARTMENT | 861176 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10281 | 310486 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Castle Rock Wealth Management, LLC | 1727605 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 55889 | 1721368 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Archer Investment Corp | 1803804 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31998 | 966340 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Elevated Capital Advisors, LLC | 1802387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15324 | 462790 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| BEARING POINT CAPITAL, LLC | 2052916 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21755 | 657001 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| EP Wealth Advisors, LLC | 1540569 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 112611 | 3400863 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Bison Wealth, LLC | 1845251 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13585 | 414080 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| HARBOR INVESTMENT ADVISORY, LLC | 1468792 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 510 | 15402 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Callahan Advisors, LLC | 1395055 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31000 | 936200 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Arlington Trust Co LLC | 1997685 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 78 | 2356 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Rakuten Investment Management, Inc. | 2062680 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 139633 | 4226690 | — | — | — | Aug 18, 2026 | SEC_13F_DATASET |
| EVERGREEN CAPITAL MANAGEMENT LLC | 1260824 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11999 | 362614 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Jefferies Financial Group Inc. | 96223 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 92713 | 2799932 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| Stonebridge Financial Group, LLC | 2009367 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 173403 | 5236786 | — | — | — | Jul 6, 2026 | SEC_13F_DATASET |
| MJT & Associates Financial Advisory Group, Inc. | 2065777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 400 | 12080 | — | — | — | Jul 6, 2026 | SEC_13F_DATASET |
| AMALGAMATED BANK | 919192 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 147098 | 4442 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| United Community Bank | 2000314 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1138 | 34368 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| OneAscent Wealth Management LLC | 1844707 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15508 | 468326 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.