Skip to main content

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, Q3 2021

Institutional positions in RMR Group Inc. as of Sep 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
181
+6 vs. Q2 2021
Shares held
12.0M
−21.0K (−0.2%) vs. Q2 2021
Total value
$402.8M
−$63.3M (−13.6%) vs. Q2 2021
New holders
22
44 more added
Sold out
16
45 more reduced

2 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2021: 181 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 heldQ3 2021: $402.8M
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, Q3 2021

Shares, value and share of portfolio for each institution holding RMR Group Inc.; share changes are against Q2 2021.

Institutions holding RMR in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Eaton Vance Management56$00.00%00.0%Unchanged
Arkadios Wealth Advisors26$00.00%−35−57.4%Reduced
Cullen/Frost Bankers, Inc.13$00.00%00.0%Unchanged
Atlas Private Wealth Advisors12$00.00%−5−29.4%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
Pittenger & Anderson Inc6$00.00%00.0%Unchanged
Albion Financial Group4$00.00%00.0%Unchanged
Whittier Trust Co1$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.1$00.00%−7−87.5%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC1$00.00%−5−83.3%Reduced
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
Founders Capital Management2$00.00%00.0%Unchanged
Aua Capital Management, LLC4$00.00%00.0%Unchanged
BDO Wealth Advisors, LLC9$00.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC11$00.00%00.0%Unchanged
Truvestments Capital LLC3$00.00%00.0%Unchanged
Graves-Light Private Wealth Management, Inc.5$00.00%−3−37.5%Reduced
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
Addison Advisors LLC3$00.00%00.0%Unchanged
Sittner & Nelson, LLC1$00.00%00.0%Unchanged
SOA Wealth Advisors, LLC.4$00.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co1$00.00%+1New
Assetmark, Inc2$00.00%+2New
Philo Smith Capital Corp4$1330.00%+4New
Brewin Dolphin Ltd28$9370.00%00.0%Unchanged
AdvisorNet Financial, Inc44$1.00K0.00%00.0%Unchanged
Knott David M16$1.00K0.00%00.0%Unchanged
Harbour Investments, Inc.35$1.00K0.00%−1−2.8%Reduced
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
Parallel Advisors, LLC21$1.00K0.00%00.0%Unchanged
Sound Income Strategies, LLC18$1.00K0.00%−3−14.3%Reduced
Larson Financial Group LLC38$1.00K0.00%+7+22.6%Added
Enterprise Trust & Investment Co19$1.00K0.00%00.0%Unchanged
Wealth Quarterback LLC22$1.00K0.00%+4+22.2%Added
Archer Investment Corp31$1.04K0.00%+2+6.9%Added
American Portfolios Advisors39$1.30K0.00%00.0%Unchanged
Lindbrook Capital, LLC69$2.00K0.00%00.0%Unchanged
Salem Investment Counselors Inc50$2.00K0.00%00.0%Unchanged
Private Capital Group, LLC63$2.00K0.00%00.0%Unchanged
Capital Analysts, LLC48$2.00K0.00%+22+84.6%Added
Meridian Wealth Partners, LLC51$2.00K0.00%+51New
Patriot Financial Group Insurance Agency, LLC102$3.00K0.00%+2+2.0%Added
North Star Investment Management Corp.87$3.00K0.00%00.0%Unchanged
TSFG, LLC82$3.00K0.00%+1+1.2%Added
Rockefeller Capital Management L.P.95$3.00K0.00%+95New
Koshinski Asset Management, Inc.96$3.21K0.00%+96New
Signaturefd, LLC131$4.00K0.00%−113−46.3%Reduced
The PNC Financial Services Group, Inc.100$4.00K0.00%−100−50.0%Reduced
Captrust Financial Advisors130$4.00K0.00%+10+8.3%Added
Geneos Wealth Management Inc.134$4.00K0.00%+4+3.1%Added
Point72 Hong Kong Ltd132$4.00K0.00%+132New
Federation des caisses Desjardins du Quebec131$4.38K0.00%00.0%Unchanged
Pacitti Group Inc.135$5.00K0.00%––
IFP Advisors, Inc52$5.00K0.00%−10−16.1%Reduced
Manchester Capital Management LLC161$5.00K0.00%+161New
Thompson Siegel & Walmsley LLC142$7.00K0.00%−234,354−99.9%Reduced
Accel Wealth Management267$9.00K0.01%00.0%Unchanged
US Bancorp326$11.0K0.00%−18−5.2%Reduced
Quantbot Technologies LP600$20.0K0.00%+600New
Macquarie Group Ltd625$21.0K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc653$22.0K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)670$22.0K0.00%+104+18.4%Added
Great West Life Assurance Co703$24.0K0.00%−81−10.3%Reduced
Creative Financial Designs Inc950$32.0K0.01%+950New
Zurcher Kantonalbank (Zurich Cantonalbank)1,135$38.0K0.00%00.0%Unchanged
New York State Teachers Retirement System1,300$43.0K0.00%00.0%Unchanged
Teachers Retirement System of the State of Kentucky1,285$43.0K0.00%00.0%Unchanged
Public Employees Retirement Association of Colorado1,345$45.0K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.1,361$46.0K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.1,522$51.0K0.00%−3,250−68.1%Reduced
UBS Group AG2,026$68.0K0.00%+1,334+192.8%Added
STRS Ohio3,700$123.0K0.00%00.0%Unchanged
BNP Paribas Arbitrage, SA4,658$155.8K0.00%+2,279+95.8%Added
Metropolitan Life Insurance Co5,135$171.8K0.00%00.0%Unchanged
O'Shaughnessy Asset Management, LLC5,453$182.0K0.00%−2,069−27.5%Reduced
Legal & General Group Plc5,592$186.0K0.00%+3,082+122.8%Added
Citigroup Inc6,048$202.0K0.00%−614−9.2%Reduced
Voya Investment Management LLC6,309$211.0K0.00%00.0%Unchanged
Winton Group Ltd6,484$217.0K0.01%+1,234+23.5%Added
Walleye Capital LLC6,956$233.0K0.01%+6,956New
MetLife Investment Management7,008$234.4K0.00%00.0%Unchanged
Quadrature Capital Ltd7,124$238.0K0.01%−64−0.9%Reduced