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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, Q3 2023

Institutional positions in RMR Group Inc. as of Sep 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
181
+11 vs. Q2 2023
Shares held
12.1M
−39.1K (−0.3%) vs. Q2 2023
Total value
$297.8M
+$15.7M (+5.6%) vs. Q2 2023
New holders
28
53 more added
Sold out
17
39 more reduced

1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2023: 181 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 heldQ3 2023: $297.8M
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, Q3 2023

Shares, value and share of portfolio for each institution holding RMR Group Inc.; share changes are against Q2 2023.

Institutions holding RMR in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Ronald Blue Trust, Inc.15$00.00%00.0%Unchanged
Highlander Capital Management, LLC9$00.00%+9New
National Bank of Canada1$240.00%00.0%Unchanged
Prestige Wealth Management Group LLC1$250.00%00.0%Unchanged
Fifth Third Bancorp1$250.00%00.0%Unchanged
Live Oak Investment Partners–$250.00%––
Fortis Group Advisors, LLC1$250.00%+1New
Hibernia Wealth Partners, LLC1$250.00%+1New
Assetmark, Inc2$490.00%00.0%Unchanged
Founders Capital Management2$490.00%00.0%Unchanged
Dakota Community Bank & Trust NA2$490.00%00.0%Unchanged
AllSquare Wealth Management LLC2$490.00%00.0%Unchanged
Eukles Asset Management2$500.00%00.0%Unchanged
Truvestments Capital LLC3$740.00%00.0%Unchanged
Baystate Wealth Management LLC3$790.00%00.0%Unchanged
SOA Wealth Advisors, LLC.4$980.00%00.0%Unchanged
LGT Financial Advisors LLC4$980.00%+4New
Albion Financial Group4$990.00%00.0%Unchanged
Wolff Wiese Magana LLC4$990.00%00.0%Unchanged
Colonial Trust Advisors5$1230.00%00.0%Unchanged
Archer Investment Corp6$1470.00%−29−82.9%Reduced
Harbour Investments, Inc.6$1470.00%00.0%Unchanged
Creative Financial Designs Inc6$1470.00%+6New
Boyd Watterson Asset Management LLC7$1720.00%00.0%Unchanged
Bank of New Hampshire9$2210.00%00.0%Unchanged
Colonial Trust Co9$2210.00%00.0%Unchanged
HM Payson & Co9$2210.00%+9New
Sound Income Strategies, LLC10$2450.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co11$2700.00%−2−15.4%Reduced
Steward Partners Investment Advisory, LLC13$3190.00%00.0%Unchanged
Private Trust Co NA15$3680.00%00.0%Unchanged
North Star Investment Management Corp.18$4410.00%00.0%Unchanged
Massmutual Trust Co FSB20$4900.00%+20New
Beacon Capital Management, LLC23$5330.00%00.0%Unchanged
Cary Street Partner Investment Advisory LLC25$6130.00%00.0%Unchanged
Clearstead Advisors, LLC29$7120.00%00.0%Unchanged
AdvisorNet Financial, Inc31$7600.00%00.0%Unchanged
Bessemer Group Inc30$1.00K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.23$1.00K0.00%00.0%Unchanged
Capital Analysts, LLC21$1.00K0.00%+21New
Sunbelt Securities, Inc.41$1.00K0.00%00.0%Unchanged
Larson Financial Group LLC42$1.03K0.00%+1+2.4%Added
IFP Advisors, Inc48$1.18K0.00%00.0%Unchanged
Tompkins Financial Corp49$1.20K0.00%00.0%Unchanged
Salem Investment Counselors Inc50$1.23K0.00%00.0%Unchanged
Allworth Financial LP59$1.46K0.00%+48+436.4%Added
Lindbrook Capital, LLC63$1.54K0.00%+50+384.6%Added
Farther Finance Advisors, LLC65$1.59K0.00%00.0%Unchanged
First Horizon Advisors, Inc.75$1.84K0.00%00.0%Unchanged
TSFG, LLC82$2.00K0.00%00.0%Unchanged
GWM Advisors LLC104$2.55K0.00%+35+50.7%Added
Norwood Financial Corp110$2.70K0.00%00.0%Unchanged
Quadrant Capital Group LLC154$3.78K0.00%−1,150−88.2%Reduced
Federation des caisses Desjardins du Quebec205$5.03K0.00%00.0%Unchanged
Parallel Advisors, LLC251$6.16K0.00%+4+1.6%Added
EverSource Wealth Advisors, LLC259$6.35K0.00%00.0%Unchanged
Barrow Hanley Mewhinney & Strauss LLC333$8.16K0.00%00.0%Unchanged
Public Employees Retirement System of Ohio362$9.00K0.00%+129+55.4%Added
Gladius Capital Management LP370$9.07K0.00%−36−8.9%Reduced
The PNC Financial Services Group, Inc.636$15.6K0.00%00.0%Unchanged
Great West Life Assurance Co715$17.0K0.00%00.0%Unchanged
US Bancorp799$19.6K0.00%+432+117.7%Added
Amundi837$20.5K0.00%00.0%Unchanged
Metropolitan Life Insurance Co867$21.3K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.880$21.6K0.00%−59−6.3%Reduced
Vestcor Inc1,163$29.0K0.00%+1,163New
New York State Teachers Retirement System1,300$32.0K0.00%00.0%Unchanged
Public Employees Retirement Association of Colorado1,345$33.0K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.1,361$33.4K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC1,532$37.6K0.01%+1,532New
Tower Research Capital LLC (TRC)1,611$39.5K0.00%+1,208+299.8%Added
Amalgamated Bank2,099$51.0K0.00%00.0%Unchanged
Covestor Ltd2,228$54.0K0.04%+10.0%Added
Asset Management One Co.,Ltd.2,278$55.9K0.00%+2,278New
Lazard Asset Management LLC2,606$63.0K0.00%+368+16.4%Added
CWM, LLC2,674$66.0K0.00%+42+1.6%Added
Citigroup Inc2,973$72.9K0.00%−8,448−74.0%Reduced
STRS Ohio3,200$78.0K0.00%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)3,343$82.0K0.00%00.0%Unchanged
Wells Fargo & Company3,439$84.3K0.00%−3,071−47.2%Reduced
Quantbot Technologies LP4,131$101.3K0.01%−922−18.2%Reduced
Caldwell Sutter Capital, Inc.4,591$112.6K0.06%−206−4.3%Reduced
Qube Research & Technologies Ltd4,651$114.0K0.00%+4,651New
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main5,200$127.5K0.00%00.0%Unchanged
Royal Bank of Canada6,840$168.0K0.00%+1,782+35.2%Added
MetLife Investment Management7,468$183.1K0.00%00.0%Unchanged
Deutsche Bank AG7,501$183.9K0.00%−67−0.9%Reduced
American International Group, Inc.7,686$188.5K0.00%+273+3.7%Added
Guggenheim Capital LLC8,248$202.2K0.00%+8,248New
Walleye Capital LLC8,310$203.8K0.00%+8,310New
Nebula Research & Development LLC8,533$209.2K0.11%+8,533New
LPL Financial LLC8,941$219.2K0.00%+8,941New
UBS Asset Management Americas Inc9,268$227.3K0.00%−6,295−40.4%Reduced
Meixler Investment Management, Ltd.9,300$228.0K0.20%+9,300New
Nisa Investment Advisors, LLC9,510$233.2K0.00%−7,600−44.4%Reduced
Occudo Quantitative Strategies LP9,860$241.8K0.03%+9,860New
HSBC Holdings PLC10,327$253.3K0.00%+10,327New
Thrivent Financial for Lutherans10,431$256.0K0.00%+10,431New
Jump Financial, LLC10,442$256.0K0.01%+10,442New
New York State Common Retirement Fund10,517$257.9K0.00%+40.0%Added