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 |
|---|---|---|---|---|---|
| Great West Life Assurance Co | 782 | $19.0K | 0.00% | +28+3.7% | Added |
| Advisor Group Holdings, Inc. | 733 | $17.0K | 0.00% | −309−29.7% | Reduced |
| Macquarie Group Ltd | 0 | $15.0K | 0.00% | −625−100.0% | Reduced |
| Wells Fargo & Company | 505 | $11.0K | 0.00% | −139−21.6% | Reduced |
| Knott David M Jr | 414 | $10.0K | 0.00% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 374 | $9.00K | 0.00% | +374 | New |
| 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 |
| Aquatic Capital Management LLC | 300 | $7.00K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 276 | $7.00K | 0.00% | +39+16.5% | 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 |
| Norwood Financial Corp | 110 | $3.00K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 106 | $3.00K | 0.00% | +11+11.6% | Added |
| Federation des caisses Desjardins du Quebec | 121 | $2.87K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 82 | $2.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 43 | $1.02K | 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 |
| Archer Investment Corp | 31 | $734 | 0.00% | 00.0% | Unchanged |
| 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 |
| IFP Advisors, Inc | 279 | – | – | +21+8.1% | Added |
| Bank of New Hampshire | 9 | – | – | 00.0% | Unchanged |
| EdgePoint Investment Group Inc. | 0 | $0 | 0.00% | −275,853−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −97,579−100.0% | Sold out |
| Fuller & Thaler Asset Management, Inc. | 0 | $0 | 0.00% | −68,333−100.0% | Sold out |
| Wakefield Asset Management LLLP | 0 | $0 | 0.00% | −25,220−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −13,400−100.0% | Sold out |
| Hancock Whitney Corp | 0 | $0 | 0.00% | −11,332−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −10,842−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −10,549−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −9,987−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −8,237−100.0% | Sold out |
| State Board of Administration of Florida Retirement System | 0 | $0 | 0.00% | −7,563−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −7,300−100.0% | Sold out |
| ACG Wealth | 0 | $0 | 0.00% | −604−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −341−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −126−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −98−100.0% | Sold out |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| Zions Bancorporation, N.A. | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Anchor Investment Management, LLC | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Philo Smith Capital Corp | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Umb Bank N A | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Ahrens Investment Partners LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Aua Capital Management, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Addison Advisors LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |