Royce Micro-Cap Trust, Inc.
RMT- Exchange
- NYSE
- SEC CIK
- 0000912147
In the last 90 days, Royce Micro-Cap Trust, Inc. insiders filed 1 open-market purchase and 0 sales; 108 institutions reported holding it in 13F filings for Q2 2026, worth $305.6M in total; no superinvestor holds it.
13F holders, Q1 2026
Institutional positions in Royce Micro-Cap Trust, Inc. as of Mar 31, 2026. 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
- 107
- +10 vs. Q4 2025
- Shares held
- 20.0M
- +607.3K (+3.1%) vs. Q4 2025
- Total value
- $226.7M
- +$24.2M (+11.9%) vs. Q4 2025
- New holders
- 17
- 34 more added
- Sold out
- 7
- 30 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 108 | $305.6M |
| Q1 2026 | 107 | $226.7M |
| Q4 2025 | 99 | $202.8M |
| Q3 2025 | 94 | $187.1M |
| Q2 2025 | 98 | $161.6M |
| Q1 2025 | 94 | $138.8M |
| Q4 2024 | 96 | $159.4M |
| Q3 2024 | 99 | $147.5M |
| Q2 2024 | 90 | $138.5M |
| Q1 2024 | 89 | $134.8M |
| Q4 2023 | 88 | $131.5M |
| Q3 2023 | 83 | $106.3M |
| Q2 2023 | 85 | $111.4M |
| Q1 2023 | 87 | $110.5M |
| Q4 2022 | 86 | $111.3M |
| Q3 2022 | 89 | $118.5M |
| Q2 2022 | 90 | $117.8M |
| Q1 2022 | 89 | $142.3M |
| Q4 2021 | 98 | $174.2M |
| Q3 2021 | 95 | $179.6M |
| Q2 2021 | 99 | $205.3M |
| Q1 2021 | 104 | $179.7M |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Royce Micro-Cap Trust, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lodestone Wealth Management LLC | 173 | $1.96K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 100 | $1.13K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 61 | $690 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 16 | $181 | 0.00% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 6 | $68 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 4 | $45 | 0.00% | +4 | New |
| Ronald Blue Trust, Inc. | 0 | $2 | 0.00% | 0 | New |
| Diversify Advisory Services, LLC | 0 | $0 | 0.00% | −65,302−100.0% | Sold out |
| 1607 Capital Partners, LLC | 0 | $0 | 0.00% | −49,327−100.0% | Sold out |
| Sage Capital Management, LLC | 0 | $0 | 0.00% | −12,700−100.0% | Sold out |
| Heritage Wealth Management, Inc. | 0 | $0 | 0.00% | −12,345−100.0% | Sold out |
| MidFirst Bank | 0 | $0 | 0.00% | −669−100.0% | Sold out |
| Navalign, LLC | 0 | $0 | 0.00% | −557−100.0% | Sold out |
| Highline Wealth Partners LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Heritage Financial Services, LLC | – | – | – | – | Not filed |