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 2023
Institutional positions in RMR Group Inc. as of Mar 31, 2023. 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
- 194
- +10 vs. Q4 2022
- Shares held
- 12.9M
- +106.0K (+0.8%) vs. Q4 2022
- Total value
- $330.9M
- −$30.5M (−8.4%) vs. Q4 2022
- New holders
- 24
- 58 more added
- Sold out
- 14
- 46 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding RMR Group Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 15 | $0 | 0.00% | −37−71.2% | Reduced |
| Covestor Ltd | 17 | $0 | 0.00% | −1−5.6% | Reduced |
| Highlander Capital Management, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 2 | $0 | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 1 | $20 | 0.00% | +1 | New |
| National Bank of Canada | 1 | $26 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1 | $26 | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $26 | 0.00% | – | – |
| Fifth Third Bancorp | 1 | $26 | 0.00% | +1 | New |
| Prestige Wealth Management Group LLC | 1 | $27 | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 2 | $52 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 2 | $52 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 2 | $52 | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 2 | $52 | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 2 | $52 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 3 | $79 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 3 | $85 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 4 | $105 | 0.00% | −6−60.0% | Reduced |
| Albion Financial Group | 4 | $105 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 4 | $105 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 4 | $105 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 4 | $105 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 5 | $131 | 0.00% | −12−70.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 5 | $131 | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 6 | $157 | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 6 | $158 | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 6 | $170 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 7 | $184 | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 7 | $184 | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 8 | $209 | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 9 | $218 | 0.00% | +9 | New |
| Colonial Trust Co | 9 | $236 | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 9 | $236 | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 9 | $237 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 10 | $262 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 13 | $341 | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 13 | $341 | 0.00% | +13 | New |
| Private Trust Co NA | 15 | $394 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 16 | $420 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 16 | $432 | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 17 | $446 | 0.00% | +17 | New |
| Beacon Capital Management, LLC | 23 | $603 | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 25 | $656 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 28 | $735 | 0.00% | −5−15.2% | Reduced |
| Clearstead Advisors, LLC | 29 | $761 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 31 | $813 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 31 | $813 | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 30 | $1.00K | 0.00% | −150−83.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 21 | $1.00K | 0.00% | −5−19.2% | Reduced |
| Sunbelt Securities, Inc. | 41 | $1.05K | 0.00% | +41 | New |
| Larson Financial Group LLC | 41 | $1.07K | 0.00% | +1+2.5% | Added |
| International Assets Investment Management, LLC | 42 | $1.10K | 0.00% | +42 | New |
| Tompkins Financial Corp | 49 | $1.29K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 50 | $1.31K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 50 | $1.32K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 52 | $1.36K | 0.00% | −39−42.9% | Reduced |
| Farther Finance Advisors, LLC | 65 | $1.71K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 66 | $1.73K | 0.00% | +66 | New |
| GWM Advisors LLC | 69 | $1.81K | 0.00% | −18−20.7% | Reduced |
| First Horizon Advisors, Inc. | 75 | $1.97K | 0.00% | +75 | New |
| TSFG, LLC | 82 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 79 | $2.07K | 0.00% | −192−70.8% | Reduced |
| The PNC Financial Services Group, Inc. | 90 | $2.36K | 0.00% | +10+12.5% | Added |
| Norwood Financial Corp | 110 | $2.88K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 100 | $3.00K | 0.00% | +100 | New |
| Manchester Capital Management LLC | 133 | $3.49K | 0.00% | +36+37.1% | Added |
| IFP Advisors, Inc | 48 | $3.66K | 0.00% | −408−89.5% | Reduced |
| US Bancorp | 148 | $3.88K | 0.00% | −330−69.0% | Reduced |
| TCI Wealth Advisors, Inc. | 165 | $4.33K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 205 | $5.38K | 0.00% | +84+69.4% | Added |
| Gladius Capital Management LP | 244 | $6.40K | 0.00% | +53+27.7% | Added |
| Accel Wealth Management | 301 | $7.90K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 326 | $8.55K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 333 | $8.74K | 0.00% | +333 | New |
| Parallel Advisors, LLC | 336 | $8.82K | 0.00% | −143−29.9% | Reduced |
| Quadrant Capital Group LLC | 444 | $11.7K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 737 | $19.0K | 0.00% | −3−0.4% | Reduced |
| Metropolitan Life Insurance Co | 867 | $22.8K | 0.00% | −230−21.0% | Reduced |
| Advisor Group Holdings, Inc. | 976 | $25.6K | 0.00% | +181+22.8% | Added |
| Point72 Middle East FZE | 1,188 | $31.2K | 0.00% | +1,188 | New |
| Tower Research Capital LLC (TRC) | 1,226 | $32.0K | 0.00% | +1,107+930.3% | Added |
| New York State Teachers Retirement System | 1,300 | $34.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,325 | $34.0K | 0.00% | +1,325 | New |
| Public Employees Retirement Association of Colorado | 1,345 | $35.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,361 | $35.7K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,493 | $39.0K | 0.01% | +37+2.5% | Added |
| Amundi | 1,810 | $47.4K | 0.00% | +247+15.8% | Added |
| Amalgamated Bank | 1,929 | $51.0K | 0.00% | −333−14.7% | Reduced |
| CWM, LLC | 1,928 | $51.0K | 0.00% | +1,817+1,636.9% | Added |
| Aquatic Capital Management LLC | 2,200 | $58.0K | 0.00% | −1,600−42.1% | Reduced |
| Lazard Asset Management LLC | 2,238 | $58.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 3,087 | $81.0K | 0.00% | +2,756+832.6% | Added |
| STRS Ohio | 3,200 | $83.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,343 | $87.7K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 293,339 | $89.6K | 0.00% | +282,221+2,538.4% | Added |
| State of Wyoming | 4,057 | $106.5K | 0.03% | −1,337−24.8% | Reduced |
| Hillsdale Investment Management Inc. | 4,300 | $112.8K | 0.01% | +700+19.4% | Added |
| Quantbot Technologies LP | 4,618 | $121.2K | 0.01% | +1,920+71.2% | Added |
| Caldwell Sutter Capital, Inc. | 4,797 | $125.9K | 0.09% | 00.0% | Unchanged |