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RMR Group Inc.

RMR
Exchange
Nasdaq
Industry
Services-Management Consulting Services
SEC CIK
0001644378

No open-market purchases or sales by RMR Group Inc. insiders were filed in the last 90 days; 165 institutions reported holding it in 13F filings for Q2 2026, worth $265.1M in total; no superinvestor holds it.

13F holders, Q2 2021

Institutional positions in RMR Group Inc. as of Jun 30, 2021. 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
177
−9 vs. Q1 2021
Shares held
12.1M
−144.5K (−1.2%) vs. Q1 2021
Total value
$466.1M
−$32.2M (−6.5%) vs. Q1 2021
New holders
14
36 more added
Sold out
23
55 more reduced

Compare with Q1 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting RMR 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 holdersQ2 2021: 177 institutions
Q1 2021: 186 institutionsQ2 2021: 177 institutionsQ3 2021: 181 institutionsQ4 2021: 190 institutionsQ1 2022: 185 institutionsQ2 2022: 186 institutionsQ3 2022: 175 institutionsQ4 2022: 185 institutionsQ1 2023: 194 institutionsQ2 2023: 171 institutionsQ3 2023: 181 institutionsQ4 2023: 192 institutionsQ1 2024: 184 institutionsQ2 2024: 181 institutionsQ3 2024: 175 institutionsQ4 2024: 168 institutionsQ1 2025: 179 institutionsQ2 2025: 179 institutionsQ3 2025: 177 institutionsQ4 2025: 170 institutionsQ1 2026: 169 institutionsQ2 2026: 165 institutions
Value heldQ2 2021: $466.1M
Q1 2021: $498.3MQ2 2021: $466.1MQ3 2021: $402.8MQ4 2021: $426.0MQ1 2022: $382.3MQ2 2022: $360.0MQ3 2022: $293.6MQ4 2022: $361.4MQ1 2023: $330.9MQ2 2023: $282.1MQ3 2023: $297.8MQ4 2023: $343.6MQ1 2024: $286.5MQ2 2024: $265.4MQ3 2024: $310.2MQ4 2024: $252.2MQ1 2025: $193.0MQ2 2025: $192.7MQ3 2025: $180.2MQ4 2025: $186.7MQ1 2026: $196.1MQ2 2026: $265.1M
Institutions holding RMR and their total value by quarter
QuarterHoldersValue
Q2 2026165$265.1M
Q1 2026169$196.1M
Q4 2025170$186.7M
Q3 2025177$180.2M
Q2 2025179$192.7M
Q1 2025179$193.0M
Q4 2024168$252.2M
Q3 2024175$310.2M
Q2 2024181$265.4M
Q1 2024184$286.5M
Q4 2023192$343.6M
Q3 2023181$297.8M
Q2 2023171$282.1M
Q1 2023194$330.9M
Q4 2022185$361.4M
Q3 2022175$293.6M
Q2 2022186$360.0M
Q1 2022185$382.3M
Q4 2021190$426.0M
Q3 2021181$402.8M
Q2 2021177$466.1M
Q1 2021186$498.3M

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding RMR Group Inc.; share changes are against Q1 2021.

Institutions holding RMR in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Macquarie Group Ltd625$24.0K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)566$22.0K0.00%−942−62.5%Reduced
US Bancorp344$13.0K0.00%−54−13.6%Reduced
Accel Wealth Management267$10.0K0.01%−18−6.3%Reduced
Signaturefd, LLC244$9.00K0.00%+85+53.5%Added
The PNC Financial Services Group, Inc.200$8.00K0.00%00.0%Unchanged
Cypress Capital, LLC153$6.00K0.01%00.0%Unchanged
Federation des caisses Desjardins du Quebec131$5.06K0.00%00.0%Unchanged
Captrust Financial Advisors120$5.00K0.00%−16−11.8%Reduced
Geneos Wealth Management Inc.130$5.00K0.00%−9−6.5%Reduced
Pacitti Group Inc.–$5.00K0.00%––
Patriot Financial Group Insurance Agency, LLC100$4.00K0.00%00.0%Unchanged
Advisory Services Network, LLC91$4.00K0.00%+91New
North Star Investment Management Corp.87$3.00K0.00%−21−19.4%Reduced
IFP Advisors, Inc62$3.00K0.00%00.0%Unchanged
Lindbrook Capital, LLC69$3.00K0.00%00.0%Unchanged
TSFG, LLC81$3.00K0.00%00.0%Unchanged
Private Capital Group, LLC63$2.00K0.00%00.0%Unchanged
Salem Investment Counselors Inc50$2.00K0.00%00.0%Unchanged
AdvisorNet Financial, Inc44$2.00K0.00%00.0%Unchanged
CWM, LLC57$2.00K0.00%00.0%Unchanged
Arkadios Wealth Advisors61$2.00K0.00%00.0%Unchanged
Eaton Vance Management56$2.00K0.00%+29+107.4%Added
American Portfolios Advisors39$1.51K0.00%00.0%Unchanged
Archer Investment Corp29$1.12K0.00%−7−19.4%Reduced
Brewin Dolphin Ltd28$1.08K0.00%00.0%Unchanged
Harbour Investments, Inc.36$1.00K0.00%−10−21.7%Reduced
Atlas Private Wealth Advisors17$1.00K0.00%−23−57.5%Reduced
Sound Income Strategies, LLC21$1.00K0.00%−5−19.2%Reduced
Cullen/Frost Bankers, Inc.13$1.00K0.00%00.0%Unchanged
Knott David M16$1.00K0.00%00.0%Unchanged
Clearstead Advisors, LLC29$1.00K0.00%00.0%Unchanged
Bessemer Group Inc30$1.00K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.23$1.00K0.00%00.0%Unchanged
First Horizon Advisors, Inc.48$1.00K0.00%00.0%Unchanged
Capital Analysts, LLC26$1.00K0.00%00.0%Unchanged
Parallel Advisors, LLC21$1.00K0.00%00.0%Unchanged
Larson Financial Group LLC31$1.00K0.00%00.0%Unchanged
Summit Wealth Group, LLC27$1.00K0.00%00.0%Unchanged
Enterprise Trust & Investment Co19$1.00K0.00%+19New
Wealth Quarterback LLC18$1.00K0.00%+18New
PhiloSmith Capital Corp4$00.00%−3,696−99.9%Reduced
Whittier Trust Co1$00.00%−33−97.1%Reduced
Steward Partners Investment Advisory, LLC11$00.00%−6−35.3%Reduced
First Manhattan Co8$00.00%00.0%Unchanged
Proequities, Inc.3$00.00%00.0%Unchanged
Valley National Advisers Inc1$00.00%00.0%Unchanged
HC Financial Advisors Inc9$00.00%00.0%Unchanged
Group One Trading, L.P.2$00.00%00.0%Unchanged
Enterprise Financial Services Corp5$00.00%00.0%Unchanged
Pittenger & Anderson Inc6$00.00%00.0%Unchanged
Highlander Capital Management, LLC4$00.00%00.0%Unchanged
Baystate Wealth Management LLC3$00.00%00.0%Unchanged
TCI Wealth Advisors, Inc.8$00.00%+7+700.0%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC6$00.00%+1+20.0%Added
Gemmer Asset Management LLC10$00.00%00.0%Unchanged
NEXT Financial Group, Inc12$00.00%00.0%Unchanged
Ironwood Financial, llc1$00.00%00.0%Unchanged
Eukles Asset Management6$00.00%00.0%Unchanged
AllSquare Wealth Management LLC2$00.00%00.0%Unchanged
Glassman Wealth Services10$00.00%00.0%Unchanged
Syverson Strege & Co6$00.00%00.0%Unchanged
McIlrath & Eck, LLC1$00.00%00.0%Unchanged
Aua Capital Management, LLC4$00.00%00.0%Unchanged
BDO Wealth Advisors, LLC9$00.00%00.0%Unchanged
Truvestments Capital LLC3$00.00%−3−50.0%Reduced
Graves-Light Private Wealth Management, Inc.8$00.00%00.0%Unchanged
Prestige Wealth Management Group LLC1$00.00%00.0%Unchanged
Joseph P. Lucia & Associates, LLC1$00.00%00.0%Unchanged
Wolff Wiese Magana LLC4$00.00%00.0%Unchanged
Sittner & Nelson, LLC1$00.00%00.0%Unchanged
SOA Wealth Advisors, LLC.4$00.00%00.0%Unchanged
Albion Financial Group4$00.00%+4New
Founders Capital Management2$00.00%+2New
Strategic Blueprint, LLC2$00.00%+2New
Addison Advisors LLC3$00.00%+3New
Paradigm, Strategies in Wealth Management, LLC2$00.00%+2New
V3 Capital Management, L.P.0$00.00%−186,159−100.0%Sold out
Kingsview Wealth Management, LLC0$00.00%−27,476−100.0%Sold out
HRT Financial LP0$00.00%−19,085−100.0%Sold out
Millennium Management LLC0$00.00%−17,923−100.0%Sold out
Mackay Shields LLC0$00.00%−16,100−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−13,177−100.0%Sold out
SMH Capital Advisors Inc0$00.00%−10,039−100.0%Sold out
Man Group plc0$00.00%−8,300−100.0%Sold out
Engineers Gate Manager LP0$00.00%−6,992−100.0%Sold out
Ergoteles LLC0$00.00%−6,800−100.0%Sold out
Sawgrass Asset Management LLC0$00.00%−5,055−100.0%Sold out
Envestnet Asset Management Inc0$00.00%−4,894−100.0%Sold out
Nisa Investment Advisors, LLC0$00.00%−2,000−100.0%Sold out
Meridian Wealth Partners, LLC0$00.00%−51−100.0%Sold out
International Assets Investment Management, LLC0$00.00%−56−100.0%Sold out
Assetmark, Inc0$00.00%−23−100.0%Sold out
Certified Advisory Corp0$00.00%−15−100.0%Sold out
RMR Wealth Builders0$00.00%−13−100.0%Sold out
Eudaimonia Partners, LLC0$00.00%−14−100.0%Sold out
Washington Trust Co0$00.00%−6−100.0%Sold out
Sonora Investment Management, LLC0$00.00%−5−100.0%Sold out
Wealthcare Advisory Partners LLC0$00.00%−6−100.0%Sold out
IAG Wealth Partners, LLC0$00.00%−3−100.0%Sold out