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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, Q4 2021

Institutional positions in RMR Group Inc. as of Dec 31, 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
190
+11 vs. Q3 2021
Shares held
12.3M
+252.8K (+2.1%) vs. Q3 2021
Total value
$426.0M
+$23.3M (+5.8%) vs. Q3 2021
New holders
33
39 more added
Sold out
22
53 more reduced

2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2021: 190 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 heldQ4 2021: $426.0M
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, Q4 2021

Shares, value and share of portfolio for each institution holding RMR Group Inc.; share changes are against Q3 2021.

Institutions holding RMR in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Rockefeller Capital Management L.P.6$00.00%−89−93.7%Reduced
Harbour Investments, Inc.7$00.00%−28−80.0%Reduced
Cullen/Frost Bankers, Inc.13$00.00%00.0%Unchanged
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
Assetmark, Inc2$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%00.0%Unchanged
Gemmer Asset Management LLC10$00.00%00.0%Unchanged
NEXT Financial Group, Inc11$00.00%−1−8.3%Reduced
Eukles Asset Management6$00.00%00.0%Unchanged
AllSquare Wealth Management LLC2$00.00%00.0%Unchanged
Syverson Strege & Co6$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%00.0%Unchanged
Prestige Wealth Management Group 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
National Bank of Canada1$00.00%+1New
Umb Bank N A3$00.00%+3New
Allworth Financial LP6$00.00%+6New
Outfitter Financial LLC5$00.00%+5New
Widmann Financial Services, Inc.15$00.00%+15New
Covestor Ltd2$00.00%+2New
KRS Capital Management, LLC5$00.00%+5New
Philo Smith Capital Corp4$1380.00%00.0%Unchanged
Denali Advisors LLC28$1.00K0.00%−20,211−99.9%Reduced
North Star Investment Management Corp.42$1.00K0.00%−45−51.7%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
Sound Income Strategies, LLC18$1.00K0.00%00.0%Unchanged
Larson Financial Group LLC38$1.00K0.00%00.0%Unchanged
Brewin Dolphin Ltd28$1.00K0.00%00.0%Unchanged
Glassman Wealth Services16$1.00K0.00%+6+60.0%Added
Blue Bell Private Wealth Management, LLC25$1.00K0.00%+25New
Ahrens Investment Partners LLC17$1.00K0.00%+17New
Knott David M Jr16$1.00K0.00%+16New
Archer Investment Corp31$1.07K0.00%00.0%Unchanged
Anchor Investment Management, LLC33$1.14K0.00%+33New
American Portfolios Advisors43$1.49K0.00%+4+10.3%Added
Salem Investment Counselors Inc50$2.00K0.00%00.0%Unchanged
Capital Analysts, LLC48$2.00K0.00%00.0%Unchanged
Private Capital Group, LLC63$2.00K0.00%00.0%Unchanged
Lindbrook Capital, LLC69$2.00K0.00%00.0%Unchanged
AdvisorNet Financial, Inc44$2.00K0.00%00.0%Unchanged
Eaton Vance Management56$2.00K0.00%00.0%Unchanged
Cambridge Trust Co50$2.00K0.00%+50New
CWM, LLC57$2.00K0.00%+57New
Comprehensive Financial Consultants Institutional, Inc.83$2.00K0.00%+83New
Patriot Financial Group Insurance Agency, LLC98$3.00K0.00%−4−3.9%Reduced
TSFG, LLC82$3.00K0.00%00.0%Unchanged
Parallel Advisors, LLC80$3.00K0.00%+59+281.0%Added
Koshinski Asset Management, Inc.95$3.29K0.00%−1−1.0%Reduced
Captrust Financial Advisors116$4.00K0.00%−14−10.8%Reduced
Geneos Wealth Management Inc.134$4.00K0.00%00.0%Unchanged
Norwood Financial Corp110$4.00K0.01%+110New
Federation des caisses Desjardins du Quebec131$4.54K0.00%00.0%Unchanged
Thompson Siegel & Walmsley LLC142$5.00K0.00%00.0%Unchanged
Manchester Capital Management LLC155$5.00K0.00%−6−3.7%Reduced
IFP Advisors, Inc52$5.00K0.00%00.0%Unchanged
Signaturefd, LLC131$5.00K0.00%00.0%Unchanged
Aquatic Capital Management LLC200$7.00K0.01%+200New
US Bancorp259$9.00K0.00%−67−20.6%Reduced
Accel Wealth Management260$9.00K0.00%−7−2.6%Reduced
Quadrant Capital Group LLC314$11.0K0.00%+314New
Tower Research Capital LLC (TRC)356$12.0K0.00%−314−46.9%Reduced
The PNC Financial Services Group, Inc.322$12.0K0.00%+222+222.0%Added
Quantbot Technologies LP400$13.0K0.00%−200−33.3%Reduced
Retirement Planning Co of New England, Inc.502$17.0K0.01%+502New
Creative Financial Designs Inc550$19.0K0.00%−400−42.1%Reduced
Macquarie Group Ltd625$22.0K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc653$23.0K0.00%00.0%Unchanged
Great West Life Assurance Co704$25.0K0.00%+1+0.1%Added
Lazard Asset Management LLC1,016$35.0K0.00%+1,016New
Advisor Group Holdings, Inc.1,199$40.0K0.00%−323−21.2%Reduced
New York State Teachers Retirement System1,300$45.0K0.00%00.0%Unchanged
Teachers Retirement System of the State of Kentucky1,285$45.0K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.1,361$47.0K0.00%00.0%Unchanged
Public Employees Retirement Association of Colorado1,345$47.0K0.00%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)2,931$102.0K0.00%+1,796+158.2%Added
STRS Ohio3,700$128.0K0.00%00.0%Unchanged
Metropolitan Life Insurance Co3,859$133.8K0.00%−1,276−24.8%Reduced
SG Americas Securities, LLC3,980$138.0K0.00%−5,162−56.5%Reduced
MetLife Investment Management4,706$163.2K0.00%−2,302−32.8%Reduced
Legal & General Group Plc5,592$194.0K0.00%00.0%Unchanged