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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, 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.

Institutional holdersQ1 2022: 185 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 heldQ1 2022: $382.3M
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, Q1 2022

Shares, value and share of portfolio for each institution holding RMR Group Inc.; share changes are against Q4 2021.

Institutions holding RMR in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Teachers Retirement System of the State of Kentucky1,285$40.0K0.00%00.0%Unchanged
Metropolitan Life Insurance Co1,097$34.1K0.00%−2,762−71.6%Reduced
Lazard Asset Management LLC1,016$31.0K0.00%00.0%Unchanged
IFP Advisors, Inc310$27.0K0.00%+258+496.2%Added
Great West Life Assurance Co771$26.0K0.00%+67+9.5%Added
UBS Group AG804$25.0K0.00%−14,382−94.7%Reduced
Farmers & Merchants Investments Inc653$20.0K0.00%00.0%Unchanged
Macquarie Group Ltd625$19.0K0.00%00.0%Unchanged
Knott David M Jr414$12.0K0.00%+398+2,487.5%Added
US Bancorp337$10.0K0.00%+78+30.1%Added
Creative Financial Designs Inc250$8.00K0.00%−300−54.5%Reduced
Accel Wealth Management257$8.00K0.00%−3−1.2%Reduced
Tower Research Capital LLC (TRC)185$6.00K0.00%−171−48.0%Reduced
Signaturefd, LLC148$5.00K0.00%+17+13.0%Added
Captrust Financial Advisors128$4.00K0.00%+12+10.3%Added
Federation des caisses Desjardins du Quebec121$3.76K0.00%−10−7.6%Reduced
Manchester Capital Management LLC102$3.00K0.00%−53−34.2%Reduced
Norwood Financial Corp110$3.00K0.00%00.0%Unchanged
Patriot Financial Group Insurance Agency, LLC98$3.00K0.00%00.0%Unchanged
TSFG, LLC82$3.00K0.00%00.0%Unchanged
CWM, LLC87$3.00K0.00%+30+52.6%Added
Koshinski Asset Management, Inc.93$2.89K0.00%−2−2.1%Reduced
TD Private Client Wealth LLC85$2.64K0.00%+85New
The PNC Financial Services Group, Inc.90$2.00K0.00%−232−72.0%Reduced
Salem Investment Counselors Inc50$2.00K0.00%00.0%Unchanged
Cambridge Trust Co50$2.00K0.00%00.0%Unchanged
Private Capital Group, LLC63$2.00K0.00%00.0%Unchanged
Tompkins Financial Corp49$2.00K0.00%+49New
American Portfolios Advisors43$1.34K0.00%00.0%Unchanged
Anchor Investment Management, LLC33$1.03K0.00%00.0%Unchanged
Quadrant Capital Group LLC17$1.00K0.00%−297−94.6%Reduced
Parallel Advisors, LLC40$1.00K0.00%−40−50.0%Reduced
AdvisorNet Financial, Inc44$1.00K0.00%00.0%Unchanged
Capital Analysts, LLC25$1.00K0.00%−23−47.9%Reduced
Lindbrook Capital, LLC31$1.00K0.00%−38−55.1%Reduced
Clearstead Advisors, LLC29$1.00K0.00%00.0%Unchanged
Bessemer Group Inc30$1.00K0.00%00.0%Unchanged
Denali Advisors LLC28$1.00K0.00%00.0%Unchanged
North Star Investment Management Corp.42$1.00K0.00%00.0%Unchanged
Blue Bell Private Wealth Management, LLC25$1.00K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.23$1.00K0.00%00.0%Unchanged
Ahrens Investment Partners LLC17$1.00K0.00%00.0%Unchanged
Larson Financial Group LLC39$1.00K0.00%+1+2.6%Added
Brewin Dolphin Ltd28$1.00K0.00%00.0%Unchanged
Prospera Financial Services Inc28$1.00K0.00%+28New
Zions Bancorporation, N.A.19$1.00K0.00%+19New
Beacon Capital Management, LLC25$1.00K0.00%+25New
Archer Investment Corp31$9610.00%00.0%Unchanged
Philo Smith Capital Corp4$1240.00%00.0%Unchanged
Glassman Wealth Services10$00.00%−6−37.5%Reduced
Sound Income Strategies, LLC12$00.00%−6−33.3%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
HC Financial Advisors Inc9$00.00%00.0%Unchanged
National Bank of Canada1$00.00%00.0%Unchanged
Group One Trading, L.P.2$00.00%00.0%Unchanged
Umb Bank N A3$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
Allworth Financial LP6$00.00%00.0%Unchanged
TCI Wealth Advisors, Inc.1$00.00%00.0%Unchanged
Gemmer Asset Management LLC10$00.00%00.0%Unchanged
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
Rockefeller Capital Management L.P.6$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
Covestor Ltd1$00.00%−1−50.0%Reduced
Global Retirement Partners, LLC2$00.00%+2New
TCWP LLC25$00.00%+25New
Bank of New Hampshire9––+9New
LDR Capital Management LLC0$00.00%−226,996−100.0%Sold out
Acadian Asset Management LLC0$00.00%−23,655−100.0%Sold out
IndexIQ Advisors LLC0$00.00%−12,213−100.0%Sold out
American Century Companies Inc0$00.00%−9,575−100.0%Sold out
Trexquant Investment LP0$00.00%−8,287−100.0%Sold out
O'Shaughnessy Asset Management, LLC0$00.00%−5,923−100.0%Sold out
SG Americas Securities, LLC0$00.00%−3,980−100.0%Sold out
New York State Teachers Retirement System0$00.00%−1,300−100.0%Sold out
Retirement Planning Co of New England, Inc.0$00.00%−502−100.0%Sold out
Quantbot Technologies LP0$00.00%−400−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−200−100.0%Sold out
Thompson Siegel & Walmsley LLC0$00.00%−142−100.0%Sold out
Geneos Wealth Management Inc.0$00.00%−134−100.0%Sold out
Eaton Vance Management0$00.00%−56−100.0%Sold out
Comprehensive Financial Consultants Institutional, Inc.0$00.00%−83−100.0%Sold out