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 2022
Institutional positions in RMR Group Inc. as of Sep 30, 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
- 175
- −8 vs. Q2 2022
- Shares held
- 12.4M
- −295.2K (−2.3%) vs. Q2 2022
- Total value
- $293.6M
- −$66.3M (−18.4%) vs. Q2 2022
- New holders
- 18
- 48 more added
- Sold out
- 26
- 47 more reduced
3 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: 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 2022
Shares, value and share of portfolio for each institution holding RMR Group Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Motco | 1 | $0 | 0.00% | −41−97.6% | Reduced |
| FourThought Financial, LLC | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 25 | $0 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 13 | $0 | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 7 | $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 |
| 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 |
| Northwestern Mutual Wealth Management Co | 5 | $0 | 0.00% | +3+150.0% | Added |
| Private Trust Co NA | 15 | $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 | 18 | $0 | 0.00% | +4+28.6% | Added |
| TCI Wealth Advisors, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 2 | $0 | 0.00% | −4−66.7% | Reduced |
| AllSquare Wealth Management LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 4 | $0 | 0.00% | −6−60.0% | Reduced |
| Quadrant Capital Group LLC | 8 | $0 | 0.00% | −4−33.3% | Reduced |
| Syverson Strege & Co | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 2 | $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 |
| Sound Income Strategies, LLC | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 3 | $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 |
| SOA Wealth Advisors, LLC. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 18 | $0 | 0.00% | +17+1,700.0% | Added |
| Axiom Investment Management LLC | 3 | $0 | 0.00% | +3 | New |
| Archer Investment Corp | 31 | $734 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 55 | $1.00K | 0.00% | −14−20.3% | Reduced |
| Lindbrook Capital, LLC | 46 | $1.00K | 0.00% | −42−47.7% | Reduced |
| The PNC Financial Services Group, Inc. | 80 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 49 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 34 | $1.00K | 0.00% | −8−19.0% | Reduced |
| Blue Bell Private Wealth Management, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 31 | $1.00K | 0.00% | −4−11.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 49 | $1.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 40 | $1.00K | 0.00% | +1+2.6% | Added |
| American Portfolios Advisors | 43 | $1.02K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 82 | $2.00K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 121 | $2.87K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 110 | $3.00K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 106 | $3.00K | 0.00% | +11+11.6% | Added |
| Gladius Capital Management LP | 206 | $5.00K | 0.00% | −9−4.2% | Reduced |
| UBS Group AG | 222 | $5.00K | 0.00% | −17−7.1% | Reduced |
| Signaturefd, LLC | 218 | $5.00K | 0.00% | +62+39.7% | Added |
| Parallel Advisors, LLC | 201 | $5.00K | 0.00% | +180+857.1% | Added |
| Aquatic Capital Management LLC | 300 | $7.00K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 276 | $7.00K | 0.00% | +39+16.5% | Added |
| Farmers & Merchants Investments Inc | 326 | $8.00K | 0.00% | −327−50.1% | Reduced |
| Accel Wealth Management | 301 | $8.00K | 0.00% | +44+17.1% | Added |
| Point72 Hong Kong Ltd | 327 | $8.00K | 0.00% | +327 | New |
| Wipfli Financial Advisors LLC, | 374 | $9.00K | 0.00% | +374 | New |
| Knott David M Jr | 414 | $10.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 505 | $11.0K | 0.00% | −139−21.6% | Reduced |
| Macquarie Group Ltd | 0 | $15.0K | 0.00% | −625−100.0% | Reduced |
| Advisor Group Holdings, Inc. | 733 | $17.0K | 0.00% | −309−29.7% | Reduced |
| Great West Life Assurance Co | 782 | $19.0K | 0.00% | +28+3.7% | Added |
| Metropolitan Life Insurance Co | 1,097 | $26.0K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 1,285 | $30.0K | 0.00% | +1,285 | New |
| New York State Teachers Retirement System | 1,300 | $31.0K | 0.00% | +1,300 | New |
| Public Employees Retirement Association of Colorado | 1,345 | $32.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,361 | $32.0K | 0.00% | 00.0% | Unchanged |
| Amundi | 1,471 | $35.0K | 0.00% | −135−8.4% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 1,515 | $35.0K | 0.01% | +1,515 | New |
| Lazard Asset Management LLC | 2,238 | $53.0K | 0.00% | −6−0.3% | Reduced |
| Amalgamated Bank | 2,262 | $54.0K | 0.00% | +23+1.0% | Added |
| Citigroup Inc | 2,867 | $68.0K | 0.00% | −311−9.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,931 | $69.0K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 3,300 | $78.0K | 0.01% | +3,300 | New |
| Tower Research Capital LLC (TRC) | 3,485 | $82.0K | 0.00% | +2,505+255.6% | Added |
| STRS Ohio | 3,700 | $87.0K | 0.00% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 3,967 | $94.0K | 0.01% | +3,967 | New |
| Royal Bank of Canada | 4,937 | $116.0K | 0.00% | −13,883−73.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,200 | $123.2K | 0.00% | +4,000+333.3% | Added |
| Legal & General Group Plc | 6,184 | $147.0K | 0.00% | +365+6.3% | Added |
| Deutsche Bank AG | 6,672 | $159.0K | 0.00% | −1,019−13.2% | Reduced |
| American International Group, Inc. | 7,266 | $172.0K | 0.00% | +103+1.4% | Added |
| MetLife Investment Management | 7,468 | $176.9K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 8,466 | $200.6K | 0.00% | 00.0% | Unchanged |
| Algert Global LLC | 8,773 | $208.0K | 0.01% | −8,914−50.4% | Reduced |
| Zebra Capital Management LLC | 9,018 | $214.0K | 0.81% | −845−8.6% | Reduced |
| Sawtooth Solutions, LLC | 9,166 | $217.0K | 0.03% | +9,166 | New |
| Panagora Asset Management Inc | 9,249 | $219.0K | 0.00% | +9,249 | New |
| Jump Financial, LLC | 9,600 | $227.0K | 0.01% | +9,600 | New |