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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 165 | $265.1M |
| Q1 2026 | 169 | $196.1M |
| Q4 2025 | 170 | $186.7M |
| Q3 2025 | 177 | $180.2M |
| Q2 2025 | 179 | $192.7M |
| Q1 2025 | 179 | $193.0M |
| Q4 2024 | 168 | $252.2M |
| Q3 2024 | 175 | $310.2M |
| Q2 2024 | 181 | $265.4M |
| Q1 2024 | 184 | $286.5M |
| Q4 2023 | 192 | $343.6M |
| Q3 2023 | 181 | $297.8M |
| Q2 2023 | 171 | $282.1M |
| Q1 2023 | 194 | $330.9M |
| Q4 2022 | 185 | $361.4M |
| Q3 2022 | 175 | $293.6M |
| Q2 2022 | 186 | $360.0M |
| Q1 2022 | 185 | $382.3M |
| Q4 2021 | 190 | $426.0M |
| Q3 2021 | 181 | $402.8M |
| Q2 2021 | 177 | $466.1M |
| Q1 2021 | 186 | $498.3M |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding RMR Group Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Barclays PLC | 7,133 | $238.0K | 0.00% | +4,675+190.2% | Added |
| Virginia Retirement Systems Et Al | 7,300 | $244.0K | 0.00% | −1,800−19.8% | Reduced |
| State Board of Administration of Florida Retirement System | 7,563 | $253.0K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 7,867 | $263.2K | 0.00% | +7,867 | New |
| Guggenheim Capital LLC | 8,017 | $268.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 8,353 | $279.0K | 0.00% | −198−2.3% | Reduced |
| Deutsche Bank AG | 9,027 | $302.0K | 0.00% | −281−3.0% | Reduced |
| SG Americas Securities, LLC | 9,142 | $306.0K | 0.00% | +9,142 | New |
| D. E. Shaw & Co., Inc. | 9,166 | $307.0K | 0.00% | +9,166 | New |
| Manufacturers Life Insurance Company, The | 9,275 | $310.0K | 0.00% | −779−7.7% | Reduced |
| Royal Bank of Canada | 10,390 | $347.0K | 0.00% | +1,112+12.0% | Added |
| Los Angeles Capital Management LLC | 10,519 | $352.0K | 0.00% | 00.0% | Unchanged |
| Unison Advisors LLC | 11,349 | $379.0K | 0.09% | +108+1.0% | Added |
| Zebra Capital Management LLC | 11,377 | $381.0K | 0.46% | −1,647−12.6% | Reduced |
| AQR Capital Management LLC | 11,774 | $394.0K | 0.00% | +11,774 | New |
| IndexIQ Advisors LLC | 13,002 | $435.0K | 0.01% | +3,089+31.2% | Added |
| Hancock Whitney Corp | 13,485 | $451.0K | 0.02% | +13,485 | New |
| Bank of Montreal | 14,191 | $486.0K | 0.00% | −293−2.0% | Reduced |
| American Century Companies Inc | 14,680 | $491.0K | 0.00% | −343−2.3% | Reduced |
| Zacks Investment Management | 16,400 | $549.0K | 0.01% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 16,623 | $556.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 16,785 | $561.0K | 0.00% | +16,785 | New |
| Cubist Systematic Strategies, LLC | 16,775 | $561.0K | 0.01% | +16,775 | New |
| SEI Investments Co | 17,069 | $571.0K | 0.00% | −2,686−13.6% | Reduced |
| Principal Financial Group Inc | 17,363 | $581.0K | 0.00% | +2,391+16.0% | Added |
| Globeflex Capital L P | 17,939 | $600.0K | 0.13% | 00.0% | Unchanged |
| Bank of America Corp | 18,208 | $609.0K | 0.00% | −2,335−11.4% | Reduced |
| New York State Common Retirement Fund | 18,752 | $627.0K | 0.00% | −3,627−16.2% | Reduced |
| JPMorgan Chase & Co | 19,731 | $659.0K | 0.00% | −25,272−56.2% | Reduced |
| Denali Advisors LLC | 20,239 | $677.0K | 0.28% | −5,500−21.4% | Reduced |
| California State Teachers Retirement System | 20,960 | $701.0K | 0.00% | −70−0.3% | Reduced |
| Nisa Investment Advisors, LLC | 22,000 | $736.0K | 0.00% | +22,000 | New |
| Credit Suisse AG | 22,032 | $737.0K | 0.00% | +865+4.1% | Added |
| First Trust Advisors LP | 22,170 | $742.0K | 0.00% | −17,135−43.6% | Reduced |
| Invesco Ltd. | 22,821 | $764.0K | 0.00% | +1,440+6.7% | Added |
| Third Avenue Management LLC | 23,000 | $770.0K | 0.10% | 00.0% | Unchanged |
| Pacific Ridge Capital Partners, LLC | 23,340 | $781.0K | 0.14% | +960+4.3% | Added |
| Boston Partners | 26,240 | $878.0K | 0.00% | −20,711−44.1% | Reduced |
| Ameriprise Financial Inc | 27,911 | $933.0K | 0.00% | +100.0% | Added |
| Robeco Institutional Asset Management B.V. | 28,115 | $941.0K | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 28,704 | $960.0K | 0.00% | +17,426+154.5% | Added |
| Two Sigma Advisers, LP | 29,600 | $990.0K | 0.00% | +18,900+176.6% | Added |
| Swiss National Bank | 33,892 | $1.13M | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 33,906 | $1.13M | 0.00% | +28,106+484.6% | Added |
| AXA S.A. | 34,504 | $1.15M | 0.00% | +7,000+25.5% | Added |
| Invenomic Capital Management LP | 34,538 | $1.16M | 0.41% | −38,348−52.6% | Reduced |
| Amundi | 38,775 | $1.30M | 0.00% | +38,775 | New |
| Acadian Asset Management LLC | 43,665 | $1.46M | 0.01% | −9,925−18.5% | Reduced |
| Goldman Sachs Group Inc | 51,056 | $1.71M | 0.00% | +22,496+78.8% | Added |
| Rhumbline Advisers | 52,343 | $1.75M | 0.00% | +10,685+25.6% | Added |
| Prudential Financial Inc | 56,318 | $1.88M | 0.00% | −18,023−24.2% | Reduced |
| Parametric Portfolio Associates LLC | 65,267 | $2.18M | 0.00% | +7,266+12.5% | Added |
| Wells Fargo & Company | 66,299 | $2.22M | 0.00% | −1,478−2.2% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 67,988 | $2.27M | 0.01% | +353+0.5% | Added |
| Morgan Stanley | 76,091 | $2.54M | 0.00% | +24,426+47.3% | Added |
| FMR LLC | 95,398 | $3.19M | 0.00% | +30,190+46.3% | Added |
| Bank of New York Mellon Corp | 104,754 | $3.50M | 0.00% | +2,910+2.9% | Added |
| Charles Schwab Investment Management Inc | 106,378 | $3.56M | 0.00% | +101+0.1% | Added |
| Engine Capital Management, LP | 138,828 | $4.64M | 1.27% | −126,096−47.6% | Reduced |
| Victory Capital Management Inc | 139,545 | $4.67M | 0.00% | +18,432+15.2% | Added |
| Quinn Opportunity Partners LLC | 146,389 | $4.90M | 0.31% | −4,000−2.7% | Reduced |
| Boothbay Fund Management, LLC | 161,975 | $5.42M | 0.22% | +9,599+6.3% | Added |
| Royce & Associates LP | 165,500 | $5.54M | 0.04% | 00.0% | Unchanged |
| Western Standard LLC | 177,279 | $5.93M | 3.41% | +6,110+3.6% | Added |
| Northern Trust Corp | 188,956 | $6.32M | 0.00% | +26,775+16.5% | Added |
| LDR Capital Management LLC | 248,099 | $8.30M | 4.70% | +248,099 | New |
| Dimensional Fund Advisors LP | 254,663 | $8.52M | 0.00% | −79,144−23.7% | Reduced |
| TCW Group Inc | 271,040 | $9.07M | 0.08% | +57,040+26.7% | Added |
| Nuveen Asset Management, LLC | 275,666 | $9.22M | 0.00% | +4,232+1.6% | Added |
| EdgePoint Investment Group Inc. | 275,853 | $9.23M | 0.07% | 00.0% | Unchanged |
| Lincluden Management Ltd | 290,000 | $9.70M | 0.97% | +290,000 | New |
| State Street Corp | 329,770 | $11.0M | 0.00% | +4,692+1.4% | Added |
| Geode Capital Management, LLC | 351,371 | $11.8M | 0.00% | −47,193−11.8% | Reduced |
| Citadel Advisors LLC | 391,354 | $13.1M | 0.01% | +165,110+73.0% | Added |
| Federated Hermes, Inc. | 458,481 | $15.3M | 0.03% | −46,213−9.2% | Reduced |
| Russell Investments Group, Ltd. | 482,067 | $16.1M | 0.03% | −175,023−26.6% | Reduced |
| Renaissance Technologies LLC | 583,016 | $19.5M | 0.03% | +44,500+8.3% | Added |
| Nantahala Capital Management, LLC | 626,751 | $21.0M | 1.24% | −34,233−5.2% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 729,545 | $24.4M | 0.08% | −11,140−1.5% | Reduced |
| BlackRock Inc. | 1,361,744 | $45.6M | 0.00% | −64,349−4.5% | Reduced |
| Vanguard Group Inc | 2,262,857 | $75.7M | 0.00% | +16,256+0.7% | Added |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −90,728−100.0% | Sold out |
| Hawk Ridge Capital Management LP | 0 | $0 | 0.00% | −65,354−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −44,210−100.0% | Sold out |
| Norges Bank | 0 | $0 | 0.00% | −28,017−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −18,000−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −9,241−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −7,550−100.0% | Sold out |
| Avestar Capital, LLC | 0 | $0 | 0.00% | −5,964−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −5,865−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −5,577−100.0% | Sold out |
| Cypress Capital, LLC | 0 | $0 | 0.00% | −153−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −91−100.0% | Sold out |
| Summit Wealth Group, LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Strategic Blueprint, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Paradigm, Strategies in Wealth Management, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |
| PhiloSmith Capital Corp | – | – | – | – | Not filed |