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Royce Micro-Cap Trust, Inc.

RMT
Exchange
NYSE
SEC CIK
0000912147

No open-market purchases or sales by Royce Micro-Cap Trust, Inc. insiders were filed in the last 90 days; 108 institutions reported holding it in 13F filings for Q2 2026, worth $305.6M in total; no superinvestor holds it.

13F holders, Q1 2023

Institutional positions in Royce Micro-Cap Trust, Inc. as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
87
+2 vs. Q4 2022
Shares held
12.6M
−167.7K (−1.3%) vs. Q4 2022
Total value
$110.5M
−$372.2K (−0.3%) vs. Q4 2022
New holders
9
32 more added
Sold out
7
28 more reduced

1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting RMT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2023: 87 institutions
Q1 2021: 104 institutionsQ2 2021: 99 institutionsQ3 2021: 95 institutionsQ4 2021: 98 institutionsQ1 2022: 89 institutionsQ2 2022: 90 institutionsQ3 2022: 89 institutionsQ4 2022: 86 institutionsQ1 2023: 87 institutionsQ2 2023: 85 institutionsQ3 2023: 83 institutionsQ4 2023: 88 institutionsQ1 2024: 89 institutionsQ2 2024: 90 institutionsQ3 2024: 99 institutionsQ4 2024: 96 institutionsQ1 2025: 94 institutionsQ2 2025: 98 institutionsQ3 2025: 94 institutionsQ4 2025: 99 institutionsQ1 2026: 107 institutionsQ2 2026: 108 institutions
Value heldQ1 2023: $110.5M
Q1 2021: $179.7MQ2 2021: $205.3MQ3 2021: $179.6MQ4 2021: $174.2MQ1 2022: $142.3MQ2 2022: $117.8MQ3 2022: $118.5MQ4 2022: $111.3MQ1 2023: $110.5MQ2 2023: $111.4MQ3 2023: $106.3MQ4 2023: $131.5MQ1 2024: $134.8MQ2 2024: $138.5MQ3 2024: $147.5MQ4 2024: $159.4MQ1 2025: $138.8MQ2 2025: $161.6MQ3 2025: $187.1MQ4 2025: $202.8MQ1 2026: $226.7MQ2 2026: $305.6M
Institutions holding RMT and their total value by quarter
QuarterHoldersValue
Q2 2026108$305.6M
Q1 2026107$226.7M
Q4 202599$202.8M
Q3 202594$187.1M
Q2 202598$161.6M
Q1 202594$138.8M
Q4 202496$159.4M
Q3 202499$147.5M
Q2 202490$138.5M
Q1 202489$134.8M
Q4 202388$131.5M
Q3 202383$106.3M
Q2 202385$111.4M
Q1 202387$110.5M
Q4 202286$111.3M
Q3 202289$118.5M
Q2 202290$117.8M
Q1 202289$142.3M
Q4 202198$174.2M
Q3 202195$179.6M
Q2 202199$205.3M
Q1 2021104$179.7M

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Royce Micro-Cap Trust, Inc.; share changes are against Q4 2022.

Institutions holding RMT in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Morgan Stanley1,926,679$16.9M0.00%−139,918−6.8%Reduced
Allspring Global Investments Holdings, LLC1,216,939$10.7M0.02%+77,945+6.8%Added
Advisors Asset Management, Inc.1,052,317$9.23M0.19%+62,804+6.3%Added
UBS Group AG901,216$7.90M0.00%−62,004−6.4%Reduced
Wells Fargo & Company789,423$6.92M0.00%+18,299+2.4%Added
1607 Capital Partners, LLC767,115$6.73M0.47%−123,465−13.9%Reduced
Bank of America Corp427,272$3.75M0.00%+32,193+8.1%Added
Punch & Associates Investment Management, Inc.417,142$3.66M0.24%+4,876+1.2%Added
Mraz, Amerine & Associates, Inc.404,814$3.55M0.87%+26,927+7.1%Added
Flagship Harbor Advisors, LLC380,584$3.34M0.31%+9,598+2.6%Added
Raymond James & Associates299,011$2.62M0.00%+19,828+7.1%Added
Fca Corp287,280$2.52M0.95%+2,278+0.8%Added
Family Firm, Inc.264,318$2.32M0.64%+7,801+3.0%Added
Bard Associates Inc240,176$2.11M0.87%+1,175+0.5%Added
Blue Bell Private Wealth Management, LLC195,760$1.72M0.51%−15,677−7.4%Reduced
Cetera Investment Advisers189,204$1.66M0.01%+32,442+20.7%Added
Atlas Wealth LLC178,046$1.56M0.31%−25,402−12.5%Reduced
LPL Financial LLC172,661$1.51M0.00%−3,462−2.0%Reduced
Advisor Group Holdings, Inc.172,225$1.51M0.00%+18,343+11.9%Added
1832 Asset Management L.P.162,825$1.43M0.00%−139,667−46.2%Reduced
Horizon Kinetics Asset Management LLC143,585$1.26M0.02%−30.0%Reduced
Royal Bank of Canada142,906$1.25M0.00%−13,627−8.7%Reduced
Commonwealth Equity Services, LLC125,406$1.10M0.00%+4,787+4.0%Added
Captrust Financial Advisors106,674$935.5K0.00%−17,398−14.0%Reduced
Moors & Cabot, Inc.99,136$869.4K0.06%+1,144+1.2%Added
Private Advisor Group, LLC86,604$759.5K0.01%+1,967+2.3%Added
DFPG Investments, LLC84,971$745.2K0.08%+6,331+8.1%Added
Brown Advisory Inc83,699$734.0K0.00%+4,980+6.3%Added
Shaker Financial Services, LLC78,929$692.2K0.30%+14,114+21.8%Added
NWF Advisory Services Inc.75,397$659.7K0.15%+75,397New
Twin Focus Capital Partners, LLC62,161$545.2K0.11%00.0%Unchanged
Roberts Glore & Co Inc57,813$507.0K0.17%00.0%Unchanged
Apollon Wealth Management, LLC52,819$463.2K0.03%−1,978−3.6%Reduced
Cambridge Investment Research Advisors, Inc.52,618$461.0K0.00%−2,045−3.7%Reduced
Cohen & Steers, Inc.50,884$446.0K0.00%−20,000−28.2%Reduced
Karpus Management, Inc.50,000$438.5K0.01%+6,500+14.9%Added
Envestnet Asset Management Inc47,544$417.0K0.00%+10,846+29.6%Added
WealthShield Partners, LLC43,526$381.7K0.06%−11,943−21.5%Reduced
D.A. Davidson & Co.42,863$375.9K0.00%+170+0.4%Added
Peapack Gladstone Financial Corp42,352$371.0K0.01%−4,031−8.7%Reduced
First Trust Advisors LP38,399$336.8K0.00%−10,445−21.4%Reduced
Kingsview Wealth Management, LLC36,995$324.4K0.01%−1,025−2.7%Reduced
Matisse Capital36,519$320.3K0.21%+36,519New
Insight Folios Inc33,702$295.6K0.13%+130.0%Added
Janney Montgomery Scott LLC32,441$285.0K0.00%00.0%Unchanged
Raymond James Financial Services Advisors, Inc.31,220$273.8K0.00%−2,106−6.3%Reduced
M&T Bank Corp30,996$271.8K0.00%00.0%Unchanged
Financial Advocates Investment Management28,857$253.1K0.02%+601+2.1%Added
Stifel Financial Corp26,055$228.5K0.00%−1,988−7.1%Reduced
GWM Advisors LLC26,227$209.9K0.00%−2,200−7.7%Reduced
Institute for Wealth Management, LLC.23,772$208.5K0.04%00.0%Unchanged
Raymond James Trust N.A.23,322$205.0K0.01%00.0%Unchanged
Northern Trust Corp20,600$180.7K0.00%00.0%Unchanged
JPMorgan Chase & Co19,396$170.0K0.00%+15,151+356.9%Added
Hunter Perkins Capital Management, LLC17,351$152.0K0.04%+17,351New
9258 Wealth Management, LLC16,168$141.8K0.03%+338+2.1%Added
Diversified Trust Co16,000$140.3K0.01%00.0%Unchanged
Davenport & Co LLC14,484$127.0K0.00%−1,481−9.3%Reduced
Bank of Montreal12,707$122.5K0.00%+12,707New
Kestra Advisory Services, LLC13,890$121.8K0.00%−811−5.5%Reduced
Stratos Wealth Partners, LTD.12,671$111.1K0.00%+32+0.3%Added
Soltis Investment Advisors LLC12,419$108.9K0.01%00.0%Unchanged
Landscape Capital Management, L.L.C.12,074$105.9K0.01%−4,282−26.2%Reduced
Heron Bay Capital Management11,781$103.3K0.04%−2,776−19.1%Reduced
First Financial Bank - Trust Division10,741$94.2K0.01%00.0%Unchanged
Walleye Capital LLC10,737$94.2K0.00%+10,737New
Nations Financial Group Inc,10,321$90.5K0.01%−100−1.0%Reduced
Carolinas Wealth Consulting LLC9,342$81.9K0.02%00.0%Unchanged
Elequin Capital LP3,701$32.5K0.02%−11,626−75.9%Reduced
Steward Partners Investment Advisory, LLC3,695$32.4K0.00%+54+1.5%Added
Sittner & Nelson, LLC3,555$31.2K0.02%+74+2.1%Added
Barrett & Company, Inc.3,250$28.5K0.02%00.0%Unchanged
New Hampshire Trust2,775$24.3K0.01%00.0%Unchanged
Advisory Services Network, LLC2,495$21.9K0.00%+23+0.9%Added
International Assets Investment Management, LLC2,355$20.7K0.00%+2,355New
Ancora Advisors, LLC2,275$20.0K0.00%00.0%Unchanged
Sandy Spring Bank2,096$18.4K0.00%00.0%Unchanged
Hanson & Doremus Investment Management1,890$17.0K0.00%−1,438−43.2%Reduced
North Star Investment Management Corp.1,176$10.3K0.00%00.0%Unchanged
Farther Finance Advisors, LLC1,140$10.0K0.00%−274−19.4%Reduced
WealthPLAN Partners, LLC1,121$9.83K0.00%+1,121New
Creative Financial Designs Inc171$1.50K0.00%+2+1.2%Added
Geneos Wealth Management Inc.82$7190.00%+1+1.2%Added
EverSource Wealth Advisors, LLC64$5610.00%00.0%Unchanged
Citigroup Inc1$90.00%00.0%Unchanged
FMR LLC1$90.00%+1New
EP Wealth Advisors, LLC3,840––+3,840New
Wealthcare Advisory Partners LLC0$00.00%−25,294−100.0%Sold out
Weiss Asset Management LP0$00.00%−19,715−100.0%Sold out
Koshinski Asset Management, Inc.0$00.00%−18,818−100.0%Sold out
Jane Street Group, LLC0$00.00%−15,489−100.0%Sold out
Money Concepts Capital Corp0$00.00%−6,362−100.0%Sold out
Global Retirement Partners, LLC0$00.00%−2,415−100.0%Sold out
IFP Advisors, Inc0$00.00%−103−100.0%Sold out
Resolute Financial, LLC––––Not filed