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Livermore
Livermore
ZHEN

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.

Institutional holdersQ1 2023: 194 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 2023: $330.9M
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 2023

Shares, value and share of portfolio for each institution holding RMR Group Inc.; share changes are against Q4 2022.

Institutions holding RMR in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
STRS Ohio3,200$83.0K0.00%00.0%Unchanged
Wells Fargo & Company3,087$81.0K0.00%+2,756+832.6%Added
Aquatic Capital Management LLC2,200$58.0K0.00%−1,600−42.1%Reduced
Lazard Asset Management LLC2,238$58.0K0.00%00.0%Unchanged
Amalgamated Bank1,929$51.0K0.00%−333−14.7%Reduced
CWM, LLC1,928$51.0K0.00%+1,817+1,636.9%Added
Amundi1,810$47.4K0.00%+247+15.8%Added
Householder Group Estate & Retirement Specialist, LLC1,493$39.0K0.01%+37+2.5%Added
Ameritas Investment Partners, Inc.1,361$35.7K0.00%00.0%Unchanged
Public Employees Retirement Association of Colorado1,345$35.0K0.00%00.0%Unchanged
New York State Teachers Retirement System1,300$34.0K0.00%00.0%Unchanged
Simplex Trading, LLC1,325$34.0K0.00%+1,325New
Tower Research Capital LLC (TRC)1,226$32.0K0.00%+1,107+930.3%Added
Point72 Middle East FZE1,188$31.2K0.00%+1,188New
Advisor Group Holdings, Inc.976$25.6K0.00%+181+22.8%Added
Metropolitan Life Insurance Co867$22.8K0.00%−230−21.0%Reduced
Great West Life Assurance Co737$19.0K0.00%−3−0.4%Reduced
Quadrant Capital Group LLC444$11.7K0.00%00.0%Unchanged
Parallel Advisors, LLC336$8.82K0.00%−143−29.9%Reduced
Barrow Hanley Mewhinney & Strauss LLC333$8.74K0.00%+333New
Farmers & Merchants Investments Inc326$8.55K0.00%00.0%Unchanged
Accel Wealth Management301$7.90K0.00%00.0%Unchanged
Gladius Capital Management LP244$6.40K0.00%+53+27.7%Added
Federation des caisses Desjardins du Quebec205$5.38K0.00%+84+69.4%Added
TCI Wealth Advisors, Inc.165$4.33K0.00%00.0%Unchanged
US Bancorp148$3.88K0.00%−330−69.0%Reduced
IFP Advisors, Inc48$3.66K0.00%−408−89.5%Reduced
Manchester Capital Management LLC133$3.49K0.00%+36+37.1%Added
Public Employees Retirement System of Ohio100$3.00K0.00%+100New
Norwood Financial Corp110$2.88K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.90$2.36K0.00%+10+12.5%Added
Lindbrook Capital, LLC79$2.07K0.00%−192−70.8%Reduced
TSFG, LLC82$2.00K0.00%00.0%Unchanged
First Horizon Advisors, Inc.75$1.97K0.00%+75New
GWM Advisors LLC69$1.81K0.00%−18−20.7%Reduced
Lee Financial Co66$1.73K0.00%+66New
Farther Finance Advisors, LLC65$1.71K0.00%00.0%Unchanged
Advisory Services Network, LLC52$1.36K0.00%−39−42.9%Reduced
Salem Investment Counselors Inc50$1.32K0.00%00.0%Unchanged
Cambridge Trust Co50$1.31K0.00%00.0%Unchanged
Tompkins Financial Corp49$1.29K0.00%00.0%Unchanged
International Assets Investment Management, LLC42$1.10K0.00%+42New
Larson Financial Group LLC41$1.07K0.00%+1+2.5%Added
Sunbelt Securities, Inc.41$1.05K0.00%+41New
Bessemer Group Inc30$1.00K0.00%−150−83.3%Reduced
Benjamin F. Edwards & Company, Inc.23$1.00K0.00%00.0%Unchanged
Capital Analysts, LLC21$1.00K0.00%−5−19.2%Reduced
AdvisorNet Financial, Inc31$8130.00%00.0%Unchanged
Archer Investment Corp31$8130.00%00.0%Unchanged
Clearstead Advisors, LLC29$7610.00%00.0%Unchanged
North Star Investment Management Corp.28$7350.00%−5−15.2%Reduced
Cary Street Partner Investment Advisory LLC25$6560.00%00.0%Unchanged
Beacon Capital Management, LLC23$6030.00%00.0%Unchanged
Ahrens Investment Partners LLC17$4460.00%+17New
Allworth Financial LP16$4320.00%00.0%Unchanged
Baker Avenue Asset Management, LP16$4200.00%00.0%Unchanged
Private Trust Co NA15$3940.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.13$3410.00%00.0%Unchanged
Private Ocean, LLC13$3410.00%+13New
Sound Income Strategies, LLC10$2620.00%00.0%Unchanged
BDO Wealth Advisors, LLC9$2370.00%00.0%Unchanged
Colonial Trust Co9$2360.00%00.0%Unchanged
Bank of New Hampshire9$2360.00%00.0%Unchanged
Ameritas Advisory Services, LLC9$2180.00%+9New
First Manhattan Co8$2090.00%00.0%Unchanged
Harbour Investments, Inc.7$1840.00%00.0%Unchanged
Boyd Watterson Asset Management LLC7$1840.00%00.0%Unchanged
Syverson Strege & Co6$1700.00%00.0%Unchanged
Pittenger & Anderson Inc6$1580.00%00.0%Unchanged
Belpointe Asset Management LLC6$1570.00%00.0%Unchanged
Colonial Trust Advisors5$1310.00%−12−70.6%Reduced
Steward Partners Investment Advisory, LLC5$1310.00%00.0%Unchanged
Signaturefd, LLC4$1050.00%−6−60.0%Reduced
Albion Financial Group4$1050.00%00.0%Unchanged
Glassman Wealth Services4$1050.00%00.0%Unchanged
Wolff Wiese Magana LLC4$1050.00%00.0%Unchanged
SOA Wealth Advisors, LLC.4$1050.00%00.0%Unchanged
Baystate Wealth Management LLC3$850.00%00.0%Unchanged
Truvestments Capital LLC3$790.00%00.0%Unchanged
Group One Trading, L.P.2$520.00%00.0%Unchanged
Assetmark, Inc2$520.00%00.0%Unchanged
AllSquare Wealth Management LLC2$520.00%00.0%Unchanged
ICA Group Wealth Management, LLC2$520.00%00.0%Unchanged
Eukles Asset Management2$520.00%00.0%Unchanged
Prestige Wealth Management Group LLC1$270.00%00.0%Unchanged
National Bank of Canada1$260.00%00.0%Unchanged
Whittier Trust Co1$260.00%00.0%Unchanged
Live Oak Investment Partners–$260.00%––
Fifth Third Bancorp1$260.00%+1New
WealthPLAN Partners, LLC1$200.00%+1New
Ronald Blue Trust, Inc.15$00.00%−37−71.2%Reduced
Covestor Ltd17$00.00%−1−5.6%Reduced
Highlander Capital Management, LLC4$00.00%00.0%Unchanged
Founders Capital Management2$00.00%00.0%Unchanged
TCW Group Inc0$00.00%−50,784−100.0%Sold out
Engineers Gate Manager LP0$00.00%−16,275−100.0%Sold out
Eqis Capital Management, Inc.0$00.00%−13,317−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−11,130−100.0%Sold out
Zebra Capital Management LLC0$00.00%−10,125−100.0%Sold out
XTX Topco Ltd0$00.00%−8,804−100.0%Sold out