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, Q2 2023
Institutional positions in RMR Group Inc. as of Jun 30, 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
- 171
- −21 vs. Q1 2023
- Shares held
- 12.2M
- −725.3K (−5.6%) vs. Q1 2023
- Total value
- $282.1M
- −$48.8M (−14.7%) vs. Q1 2023
- New holders
- 12
- 55 more added
- Sold out
- 33
- 43 more reduced
2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding RMR Group Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1 | $23 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1 | $23 | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $23 | 0.00% | – | – |
| Prestige Wealth Management Group LLC | 1 | $24 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 2 | $43 | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 2 | $46 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 2 | $46 | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 2 | $46 | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 2 | $46 | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 2 | $46 | 0.00% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 2 | $46 | 0.00% | +2 | New |
| Truvestments Capital LLC | 3 | $70 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 3 | $75 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 4 | $93 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 4 | $93 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 4 | $93 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 5 | $116 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 23 | $132 | 0.00% | +23 | New |
| Harbour Investments, Inc. | 6 | $139 | 0.00% | −1−14.3% | Reduced |
| Boyd Watterson Asset Management LLC | 7 | $162 | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 8 | $185 | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 9 | $209 | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 9 | $209 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 9 | $209 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 10 | $232 | 0.00% | −6−37.5% | Reduced |
| Sound Income Strategies, LLC | 10 | $232 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 11 | $265 | 0.00% | −5−31.3% | Reduced |
| Lindbrook Capital, LLC | 13 | $301 | 0.00% | −66−83.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 13 | $301 | 0.00% | +8+160.0% | Added |
| Northwestern Mutual Wealth Management Co | 13 | $301 | 0.00% | +13 | New |
| Private Trust Co NA | 15 | $348 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 18 | $417 | 0.00% | −10−35.7% | Reduced |
| Beacon Capital Management, LLC | 23 | $533 | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 25 | $579 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 29 | $672 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 31 | $718 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 35 | $811 | 0.00% | +4+12.9% | Added |
| Signaturefd, LLC | 37 | $857 | 0.00% | +33+825.0% | Added |
| Sunbelt Securities, Inc. | 41 | $947 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 41 | $961 | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 67 | $1.00K | 0.00% | −1,258−94.9% | Reduced |
| Bessemer Group Inc | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 49 | $1.14K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 50 | $1.16K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 65 | $1.51K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 69 | $1.60K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 75 | $1.74K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 82 | $2.00K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 110 | $2.55K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 205 | $4.75K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 233 | $5.00K | 0.00% | +133+133.0% | Added |
| Parallel Advisors, LLC | 247 | $5.72K | 0.00% | −89−26.5% | Reduced |
| EverSource Wealth Advisors, LLC | 259 | $6.00K | 0.00% | +259 | New |
| Farmers & Merchants Investments Inc | 326 | $7.55K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 333 | $7.72K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 367 | $8.50K | 0.00% | +219+148.0% | Added |
| Tower Research Capital LLC (TRC) | 403 | $9.34K | 0.00% | −823−67.1% | Reduced |
| Gladius Capital Management LP | 406 | $9.41K | 0.00% | +162+66.4% | Added |
| The PNC Financial Services Group, Inc. | 636 | $14.7K | 0.00% | +546+606.7% | Added |
| Great West Life Assurance Co | 715 | $16.0K | 0.00% | −22−3.0% | Reduced |
| Hillsdale Investment Management Inc. | 700 | $16.2K | 0.00% | −3,600−83.7% | Reduced |
| Amundi | 837 | $19.4K | 0.00% | −973−53.8% | Reduced |
| Metropolitan Life Insurance Co | 867 | $20.1K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 939 | $21.8K | 0.00% | −37−3.8% | Reduced |
| New York State Teachers Retirement System | 1,300 | $30.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,304 | $30.2K | 0.00% | +860+193.7% | Added |
| Public Employees Retirement Association of Colorado | 1,345 | $31.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,361 | $31.5K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 2,099 | $49.0K | 0.00% | +170+8.8% | Added |
| Lazard Asset Management LLC | 2,238 | $51.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 2,227 | $51.0K | 0.04% | +2,210+13,000.0% | Added |
| CWM, LLC | 2,632 | $61.0K | 0.00% | +704+36.5% | Added |
| STRS Ohio | 3,200 | $74.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,343 | $77.5K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 4,797 | $111.1K | 0.06% | 00.0% | Unchanged |
| Quantbot Technologies LP | 5,053 | $117.1K | 0.01% | +435+9.4% | Added |
| Royal Bank of Canada | 5,058 | $118.0K | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,200 | $120.5K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 6,510 | $150.8K | 0.00% | +3,423+110.9% | Added |
| State of Wyoming | 7,250 | $168.0K | 0.05% | +3,193+78.7% | Added |
| American International Group, Inc. | 7,413 | $171.8K | 0.00% | +26+0.4% | Added |
| MetLife Investment Management | 7,468 | $173.0K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 7,568 | $175.3K | 0.00% | −2,368−23.8% | Reduced |
| Alberta Investment Management Corp | 9,025 | $209.1K | 0.00% | 00.0% | Unchanged |
| Winton Group Ltd | 9,268 | $214.7K | 0.02% | +9,268 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 9,391 | $217.6K | 0.00% | −1,809−16.2% | Reduced |
| Summit Global Investments | 9,800 | $227.0K | 0.02% | +1,400+16.7% | Added |
| Legal & General Group Plc | 10,271 | $238.0K | 0.00% | +3,454+50.7% | Added |
| State of Wisconsin Investment Board | 10,334 | $239.4K | 0.00% | −3,132−23.3% | Reduced |
| Quadrature Capital Ltd | 10,424 | $241.6K | 0.01% | +10,424 | New |
| New York State Common Retirement Fund | 10,513 | $243.6K | 0.00% | −3,160−23.1% | Reduced |
| American Century Companies Inc | 11,080 | $256.7K | 0.00% | +11,080 | New |
| Citigroup Inc | 11,421 | $264.6K | 0.00% | +5,450+91.3% | Added |
| Globeflex Capital L P | 12,199 | $282.7K | 0.03% | −1,364−10.1% | Reduced |
| Susquehanna International Group, LLP | 13,010 | $301.4K | 0.00% | −2,690−17.1% | Reduced |
| Sawtooth Solutions, LLC | 13,476 | $312.2K | 0.01% | +2,546+23.3% | Added |
| Envestnet Asset Management Inc | 13,911 | $322.3K | 0.00% | −279,428−95.3% | Reduced |
| SEI Investments Co | 14,000 | $324.4K | 0.00% | +3,000+27.3% | Added |