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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
Citigroup Inc1$90.00%00.0%Unchanged
FMR LLC1$90.00%+1New
EverSource Wealth Advisors, LLC64$5610.00%00.0%Unchanged
Geneos Wealth Management Inc.82$7190.00%+1+1.2%Added
Creative Financial Designs Inc171$1.50K0.00%+2+1.2%Added
WealthPLAN Partners, LLC1,121$9.83K0.00%+1,121New
Farther Finance Advisors, LLC1,140$10.0K0.00%−274−19.4%Reduced
North Star Investment Management Corp.1,176$10.3K0.00%00.0%Unchanged
Hanson & Doremus Investment Management1,890$17.0K0.00%−1,438−43.2%Reduced
Sandy Spring Bank2,096$18.4K0.00%00.0%Unchanged
Ancora Advisors, LLC2,275$20.0K0.00%00.0%Unchanged
International Assets Investment Management, LLC2,355$20.7K0.00%+2,355New
Advisory Services Network, LLC2,495$21.9K0.00%+23+0.9%Added
New Hampshire Trust2,775$24.3K0.01%00.0%Unchanged
Barrett & Company, Inc.3,250$28.5K0.02%00.0%Unchanged
Sittner & Nelson, LLC3,555$31.2K0.02%+74+2.1%Added
Steward Partners Investment Advisory, LLC3,695$32.4K0.00%+54+1.5%Added
Elequin Capital LP3,701$32.5K0.02%−11,626−75.9%Reduced
Carolinas Wealth Consulting LLC9,342$81.9K0.02%00.0%Unchanged
Nations Financial Group Inc,10,321$90.5K0.01%−100−1.0%Reduced
Walleye Capital LLC10,737$94.2K0.00%+10,737New
First Financial Bank - Trust Division10,741$94.2K0.01%00.0%Unchanged
Heron Bay Capital Management11,781$103.3K0.04%−2,776−19.1%Reduced
Landscape Capital Management, L.L.C.12,074$105.9K0.01%−4,282−26.2%Reduced
Soltis Investment Advisors LLC12,419$108.9K0.01%00.0%Unchanged
Stratos Wealth Partners, LTD.12,671$111.1K0.00%+32+0.3%Added
Kestra Advisory Services, LLC13,890$121.8K0.00%−811−5.5%Reduced
Bank of Montreal12,707$122.5K0.00%+12,707New
Davenport & Co LLC14,484$127.0K0.00%−1,481−9.3%Reduced
Diversified Trust Co16,000$140.3K0.01%00.0%Unchanged
9258 Wealth Management, LLC16,168$141.8K0.03%+338+2.1%Added
Hunter Perkins Capital Management, LLC17,351$152.0K0.04%+17,351New
JPMorgan Chase & Co19,396$170.0K0.00%+15,151+356.9%Added
Northern Trust Corp20,600$180.7K0.00%00.0%Unchanged
Raymond James Trust N.A.23,322$205.0K0.01%00.0%Unchanged
Institute for Wealth Management, LLC.23,772$208.5K0.04%00.0%Unchanged
GWM Advisors LLC26,227$209.9K0.00%−2,200−7.7%Reduced
Stifel Financial Corp26,055$228.5K0.00%−1,988−7.1%Reduced
Financial Advocates Investment Management28,857$253.1K0.02%+601+2.1%Added
M&T Bank Corp30,996$271.8K0.00%00.0%Unchanged
Raymond James Financial Services Advisors, Inc.31,220$273.8K0.00%−2,106−6.3%Reduced
Janney Montgomery Scott LLC32,441$285.0K0.00%00.0%Unchanged
Insight Folios Inc33,702$295.6K0.13%+130.0%Added
Matisse Capital36,519$320.3K0.21%+36,519New
Kingsview Wealth Management, LLC36,995$324.4K0.01%−1,025−2.7%Reduced
First Trust Advisors LP38,399$336.8K0.00%−10,445−21.4%Reduced
Peapack Gladstone Financial Corp42,352$371.0K0.01%−4,031−8.7%Reduced
D.A. Davidson & Co.42,863$375.9K0.00%+170+0.4%Added
WealthShield Partners, LLC43,526$381.7K0.06%−11,943−21.5%Reduced
Envestnet Asset Management Inc47,544$417.0K0.00%+10,846+29.6%Added
Karpus Management, Inc.50,000$438.5K0.01%+6,500+14.9%Added
Cohen & Steers, Inc.50,884$446.0K0.00%−20,000−28.2%Reduced
Cambridge Investment Research Advisors, Inc.52,618$461.0K0.00%−2,045−3.7%Reduced
Apollon Wealth Management, LLC52,819$463.2K0.03%−1,978−3.6%Reduced
Roberts Glore & Co Inc57,813$507.0K0.17%00.0%Unchanged
Twin Focus Capital Partners, LLC62,161$545.2K0.11%00.0%Unchanged
NWF Advisory Services Inc.75,397$659.7K0.15%+75,397New
Shaker Financial Services, LLC78,929$692.2K0.30%+14,114+21.8%Added
Brown Advisory Inc83,699$734.0K0.00%+4,980+6.3%Added
DFPG Investments, LLC84,971$745.2K0.08%+6,331+8.1%Added
Private Advisor Group, LLC86,604$759.5K0.01%+1,967+2.3%Added
Moors & Cabot, Inc.99,136$869.4K0.06%+1,144+1.2%Added
Captrust Financial Advisors106,674$935.5K0.00%−17,398−14.0%Reduced
Commonwealth Equity Services, LLC125,406$1.10M0.00%+4,787+4.0%Added
Royal Bank of Canada142,906$1.25M0.00%−13,627−8.7%Reduced
Horizon Kinetics Asset Management LLC143,585$1.26M0.02%−30.0%Reduced
1832 Asset Management L.P.162,825$1.43M0.00%−139,667−46.2%Reduced
Advisor Group Holdings, Inc.172,225$1.51M0.00%+18,343+11.9%Added
LPL Financial LLC172,661$1.51M0.00%−3,462−2.0%Reduced
Atlas Wealth LLC178,046$1.56M0.31%−25,402−12.5%Reduced
Cetera Investment Advisers189,204$1.66M0.01%+32,442+20.7%Added
Blue Bell Private Wealth Management, LLC195,760$1.72M0.51%−15,677−7.4%Reduced
Bard Associates Inc240,176$2.11M0.87%+1,175+0.5%Added
Family Firm, Inc.264,318$2.32M0.64%+7,801+3.0%Added
Fca Corp287,280$2.52M0.95%+2,278+0.8%Added
Raymond James & Associates299,011$2.62M0.00%+19,828+7.1%Added
Flagship Harbor Advisors, LLC380,584$3.34M0.31%+9,598+2.6%Added
Mraz, Amerine & Associates, Inc.404,814$3.55M0.87%+26,927+7.1%Added
Punch & Associates Investment Management, Inc.417,142$3.66M0.24%+4,876+1.2%Added
Bank of America Corp427,272$3.75M0.00%+32,193+8.1%Added
1607 Capital Partners, LLC767,115$6.73M0.47%−123,465−13.9%Reduced
Wells Fargo & Company789,423$6.92M0.00%+18,299+2.4%Added
UBS Group AG901,216$7.90M0.00%−62,004−6.4%Reduced
Advisors Asset Management, Inc.1,052,317$9.23M0.19%+62,804+6.3%Added
Allspring Global Investments Holdings, LLC1,216,939$10.7M0.02%+77,945+6.8%Added
Morgan Stanley1,926,679$16.9M0.00%−139,918−6.8%Reduced
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