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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 2022

Institutional positions in RMR Group Inc. as of Dec 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
+13 vs. Q3 2022
Shares held
12.8M
+397.7K (+3.2%) vs. Q3 2022
Total value
$361.4M
+$67.7M (+23.1%) vs. Q3 2022
New holders
30
52 more added
Sold out
17
46 more reduced

3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 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 heldQ4 2022: $361.4M
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 2022

Shares, value and share of portfolio for each institution holding RMR Group Inc.; share changes are against Q3 2022.

Institutions holding RMR in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Knott David M Jr16$00.00%−398−96.1%Reduced
Private Trust Co NA15$00.00%00.0%Unchanged
Highlander Capital Management, LLC4$00.00%00.0%Unchanged
Baystate Wealth Management LLC3$00.00%00.0%Unchanged
Eukles Asset Management2$00.00%00.0%Unchanged
Founders Capital Management2$00.00%00.0%Unchanged
Rockefeller Capital Management L.P.6$00.00%00.0%Unchanged
National Bank of Canada1$280.00%00.0%Unchanged
Whittier Trust Co1$280.00%00.0%Unchanged
Prestige Wealth Management Group LLC1$280.00%00.0%Unchanged
Live Oak Investment Partners–$280.00%–New
Group One Trading, L.P.2$570.00%00.0%Unchanged
Assetmark, Inc2$570.00%00.0%Unchanged
AllSquare Wealth Management LLC2$570.00%00.0%Unchanged
Global Retirement Partners, LLC2$570.00%00.0%Unchanged
ICA Group Wealth Management, LLC2$570.00%+2New
Truvestments Capital LLC3$850.00%00.0%Unchanged
Albion Financial Group4$1130.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co4$1130.00%−1−20.0%Reduced
Glassman Wealth Services4$1130.00%00.0%Unchanged
Wolff Wiese Magana LLC4$1130.00%00.0%Unchanged
SOA Wealth Advisors, LLC.4$1130.00%00.0%Unchanged
CoreCap Advisors, LLC4$1130.00%+4New
Steward Partners Investment Advisory, LLC5$1410.00%−6−54.5%Reduced
Pittenger & Anderson Inc6$1700.00%00.0%Unchanged
Belpointe Asset Management LLC6$1700.00%+6New
Syverson Strege & Co6$1830.00%00.0%Unchanged
Harbour Investments, Inc.7$1980.00%00.0%Unchanged
Boyd Watterson Asset Management LLC7$1980.00%+7New
First Manhattan Co8$2260.00%00.0%Unchanged
BDO Wealth Advisors, LLC9$2540.00%00.0%Unchanged
Colonial Trust Co9$2540.00%+9New
Signaturefd, LLC10$2830.00%−208−95.4%Reduced
Sound Income Strategies, LLC10$2830.00%−2−16.7%Reduced
Cullen/Frost Bankers, Inc.13$3670.00%00.0%Unchanged
Baker Avenue Asset Management, LP16$4520.00%+16New
Allworth Financial LP16$4640.00%−2−11.1%Reduced
Colonial Trust Advisors17$4800.00%+17New
GWM Advisors LLC87$5110.00%+87New
Beacon Capital Management, LLC23$6500.00%−2−8.0%Reduced
Cary Street Partner Investment Advisory LLC25$7060.00%+25New
Clearstead Advisors, LLC29$8190.00%00.0%Unchanged
AdvisorNet Financial, Inc31$8760.00%00.0%Unchanged
Archer Investment Corp31$8760.00%00.0%Unchanged
North Star Investment Management Corp.33$9320.00%−1−2.9%Reduced
Ellevest, Inc.34$9610.00%+34New
Ronald Blue Trust, Inc.52$1.00K0.00%−54−50.9%Reduced
Tompkins Financial Corp49$1.00K0.00%00.0%Unchanged
Cambridge Trust Co50$1.00K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.23$1.00K0.00%00.0%Unchanged
Capital Analysts, LLC26$1.00K0.00%00.0%Unchanged
Covestor Ltd18$1.00K0.00%00.0%Unchanged
Larson Financial Group LLC40$1.14K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC49$1.38K0.00%00.0%Unchanged
Salem Investment Counselors Inc50$1.42K0.00%00.0%Unchanged
Farther Finance Advisors, LLC65$1.84K0.00%+65New
TSFG, LLC82$2.00K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.80$2.26K0.00%00.0%Unchanged
Advisory Services Network, LLC91$2.57K0.00%+91New
Manchester Capital Management LLC97$2.74K0.00%+42+76.4%Added
Tower Research Capital LLC (TRC)119$3.00K0.00%−3,366−96.6%Reduced
CWM, LLC111$3.00K0.00%+81+270.0%Added
Norwood Financial Corp110$3.11K0.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec121$3.42K0.00%00.0%Unchanged
U.S. Capital Wealth Advisors, LLC129$3.65K0.00%+129New
TCI Wealth Advisors, Inc.165$4.66K0.00%+164+16,400.0%Added
Bessemer Group Inc180$5.00K0.00%+150+500.0%Added
Gladius Capital Management LP191$5.40K0.00%−15−7.3%Reduced
Lindbrook Capital, LLC271$7.66K0.00%+225+489.1%Added
Accel Wealth Management301$8.51K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc326$9.21K0.00%00.0%Unchanged
Wells Fargo & Company331$9.35K0.00%−174−34.5%Reduced
Quadrant Capital Group LLC444$12.5K0.00%+436+5,450.0%Added
US Bancorp478$13.5K0.00%+202+73.2%Added
Parallel Advisors, LLC479$13.5K0.00%+278+138.3%Added
Great West Life Assurance Co740$21.0K0.00%−42−5.4%Reduced
Advisor Group Holdings, Inc.795$22.2K0.00%+62+8.5%Added
Metropolitan Life Insurance Co1,097$31.0K0.00%00.0%Unchanged
New York State Teachers Retirement System1,300$37.0K0.00%00.0%Unchanged
Public Employees Retirement Association of Colorado1,345$38.0K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.1,361$39.9K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC1,456$41.0K0.06%−59−3.9%Reduced
Amundi1,563$44.1K0.00%+92+6.3%Added
Lazard Asset Management LLC2,238$63.0K0.00%00.0%Unchanged
Amalgamated Bank2,262$64.0K0.00%00.0%Unchanged
Quantbot Technologies LP2,698$76.2K0.01%+2,698New
STRS Ohio3,200$90.0K0.00%−500−13.5%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)3,343$94.4K0.00%+412+14.1%Added
Hillsdale Investment Management Inc.3,600$101.7K0.01%+300+9.1%Added
Aquatic Capital Management LLC3,800$107.0K0.01%+3,500+1,166.7%Added
SG Americas Securities, LLC4,395$124.0K0.00%+4,395New
Caldwell Sutter Capital, Inc.4,797$135.5K0.12%+4,797New
Citigroup Inc5,045$142.5K0.00%+2,178+76.0%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main5,200$146.9K0.00%00.0%Unchanged
State of Wyoming5,394$152.4K0.05%+5,394New
Legal & General Group Plc6,545$184.9K0.00%+361+5.8%Added
Deutsche Bank AG6,776$191.4K0.00%+104+1.6%Added
Two Sigma Investments, LP7,200$203.4K0.00%+7,200New
American International Group, Inc.7,240$204.5K0.00%−26−0.4%Reduced
Royal Bank of Canada7,360$208.0K0.00%+2,423+49.1%Added