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, Q1 2022
Institutional positions in RMR Group Inc. as of Mar 31, 2022. 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
- 185
- −3 vs. Q4 2021
- Shares held
- 12.4M
- +62.1K (+0.5%) vs. Q4 2021
- Total value
- $382.3M
- −$43.7M (−10.3%) vs. Q4 2021
- New holders
- 19
- 50 more added
- Sold out
- 22
- 52 more reduced
2 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding RMR Group Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Glassman Wealth Services | 10 | $0 | 0.00% | −6−37.5% | Reduced |
| Sound Income Strategies, LLC | 12 | $0 | 0.00% | −6−33.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 13 | $0 | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 9 | $0 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 6 | $0 | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 6 | $0 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| Global Retirement Partners, LLC | 2 | $0 | 0.00% | +2 | New |
| TCWP LLC | 25 | $0 | 0.00% | +25 | New |
| Philo Smith Capital Corp | 4 | $124 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 31 | $961 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 17 | $1.00K | 0.00% | −297−94.6% | Reduced |
| Parallel Advisors, LLC | 40 | $1.00K | 0.00% | −40−50.0% | Reduced |
| AdvisorNet Financial, Inc | 44 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 25 | $1.00K | 0.00% | −23−47.9% | Reduced |
| Lindbrook Capital, LLC | 31 | $1.00K | 0.00% | −38−55.1% | Reduced |
| Clearstead Advisors, LLC | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 39 | $1.00K | 0.00% | +1+2.6% | Added |
| Brewin Dolphin Ltd | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 28 | $1.00K | 0.00% | +28 | New |
| Zions Bancorporation, N.A. | 19 | $1.00K | 0.00% | +19 | New |
| Beacon Capital Management, LLC | 25 | $1.00K | 0.00% | +25 | New |
| Anchor Investment Management, LLC | 33 | $1.03K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 43 | $1.34K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 90 | $2.00K | 0.00% | −232−72.0% | Reduced |
| Salem Investment Counselors Inc | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 63 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 49 | $2.00K | 0.00% | +49 | New |
| TD Private Client Wealth LLC | 85 | $2.64K | 0.00% | +85 | New |
| Koshinski Asset Management, Inc. | 93 | $2.89K | 0.00% | −2−2.1% | Reduced |
| Manchester Capital Management LLC | 102 | $3.00K | 0.00% | −53−34.2% | Reduced |
| Norwood Financial Corp | 110 | $3.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 98 | $3.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 82 | $3.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 87 | $3.00K | 0.00% | +30+52.6% | Added |
| Federation des caisses Desjardins du Quebec | 121 | $3.76K | 0.00% | −10−7.6% | Reduced |
| Captrust Financial Advisors | 128 | $4.00K | 0.00% | +12+10.3% | Added |
| Signaturefd, LLC | 148 | $5.00K | 0.00% | +17+13.0% | Added |
| Tower Research Capital LLC (TRC) | 185 | $6.00K | 0.00% | −171−48.0% | Reduced |
| Creative Financial Designs Inc | 250 | $8.00K | 0.00% | −300−54.5% | Reduced |
| Accel Wealth Management | 257 | $8.00K | 0.00% | −3−1.2% | Reduced |
| US Bancorp | 337 | $10.0K | 0.00% | +78+30.1% | Added |
| Knott David M Jr | 414 | $12.0K | 0.00% | +398+2,487.5% | Added |
| Macquarie Group Ltd | 625 | $19.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 653 | $20.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 804 | $25.0K | 0.00% | −14,382−94.7% | Reduced |
| Great West Life Assurance Co | 771 | $26.0K | 0.00% | +67+9.5% | Added |
| IFP Advisors, Inc | 310 | $27.0K | 0.00% | +258+496.2% | Added |
| Lazard Asset Management LLC | 1,016 | $31.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,097 | $34.1K | 0.00% | −2,762−71.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 1,285 | $40.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 1,345 | $42.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,361 | $42.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,109 | $42.0K | 0.00% | −90−7.5% | Reduced |
| Amundi | 1,566 | $49.0K | 0.00% | +1,566 | New |
| Amalgamated Bank | 1,917 | $60.0K | 0.00% | +1,917 | New |
| Amalgamated Financial Corp. | 1,917 | $60.0K | 0.00% | +1,917 | New |
| Citigroup Inc | 2,878 | $90.0K | 0.00% | −4,596−61.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,931 | $91.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 3,700 | $115.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 5,592 | $174.0K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 6,599 | $205.0K | 0.00% | −3,203−32.7% | Reduced |
| Voya Investment Management LLC | 6,652 | $207.0K | 0.00% | +322+5.1% | Added |
| Stifel Financial Corp | 6,724 | $209.0K | 0.00% | +6,724 | New |
| Alliancebernstein L.P. | 7,097 | $221.0K | 0.00% | −600−7.8% | Reduced |
| Manufacturers Life Insurance Company, The | 7,359 | $228.9K | 0.00% | −1,705−18.8% | Reduced |
| MetLife Investment Management | 7,468 | $232.3K | 0.00% | +2,762+58.7% | Added |