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.
| 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, Q3 2023
Shares, value and share of portfolio for each institution holding RMR Group Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| State of Wyoming | 10,550 | $258.7K | 0.06% | +3,300+45.5% | Added |
| Man Group plc | – | $285.8K | 0.00% | – | – |
| Truist Financial Corp | 11,980 | $293.7K | 0.00% | −2,411−16.8% | Reduced |
| HRT Financial LP | 12,166 | $298.0K | 0.00% | −4,747−28.1% | Reduced |
| Ritholtz Wealth Management | 12,281 | $301.1K | 0.01% | −3,073−20.0% | Reduced |
| Alliancebernstein L.P. | 12,687 | $311.1K | 0.00% | −1,880−12.9% | Reduced |
| XTX Topco Ltd | 13,184 | $323.3K | 0.06% | +13,184 | New |
| Alps Advisors Inc | 13,760 | $337.4K | 0.00% | +13,760 | New |
| MBB Public Markets I LLC | 13,842 | $339.4K | 0.02% | +13,842 | New |
| Legal & General Group Plc | 14,103 | $345.8K | 0.00% | +3,832+37.3% | Added |
| JPMorgan Chase & Co | 14,436 | $354.0K | 0.00% | −19,736−57.8% | Reduced |
| Sawtooth Solutions, LLC | 15,162 | $371.8K | 0.01% | +1,686+12.5% | Added |
| Seizert Capital Partners, LLC | 15,512 | $380.4K | 0.02% | −1,901−10.9% | Reduced |
| Summit Global Investments | 15,897 | $390.0K | 0.03% | +6,097+62.2% | Added |
| Price T Rowe Associates Inc | 16,023 | $393.0K | 0.00% | +1,656+11.5% | Added |
| Putnam Investments LLC | 16,036 | $393.2K | 0.00% | −111−0.7% | Reduced |
| California State Teachers Retirement System | 17,184 | $421.4K | 0.00% | −1,665−8.8% | Reduced |
| Winton Group Ltd | 17,225 | $422.4K | 0.03% | +7,957+85.9% | Added |
| Trexquant Investment LP | 17,663 | $433.1K | 0.01% | +1,540+9.6% | Added |
| Quadrature Capital Ltd | 18,141 | $445.0K | 0.01% | +7,717+74.0% | Added |
| State of Tennessee, Treasury Department | 18,390 | $450.9K | 0.00% | 00.0% | Unchanged |
| Unison Advisors LLC | 20,112 | $493.1K | 0.06% | +341+1.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 20,352 | $499.0K | 0.00% | +20,352 | New |
| Robeco Institutional Asset Management B.V. | 21,041 | $515.9K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 21,531 | $527.9K | 0.00% | +7,620+54.8% | Added |
| Corsair Capital Management, L.P. | 23,977 | $587.9K | 0.20% | +4,992+26.3% | Added |
| BNP Paribas Arbitrage, SA | 23,986 | $588.1K | 0.00% | +4,302+21.9% | Added |
| Teacher Retirement System of Texas | 24,305 | $596.0K | 0.00% | −815−3.2% | Reduced |
| Voya Investment Management LLC | 24,509 | $601.0K | 0.00% | +209+0.9% | Added |
| Allspring Global Investments Holdings, LLC | 24,833 | $608.9K | 0.00% | −9,225−27.1% | Reduced |
| CWM Advisors, LLC | 24,864 | $609.7K | 0.08% | +24,864 | New |
| CastleKnight Management LP | 25,103 | $615.5K | 0.10% | 00.0% | Unchanged |
| Pacific Ridge Capital Partners, LLC | 28,315 | $694.3K | 0.16% | −130−0.5% | Reduced |
| American Century Companies Inc | 30,865 | $756.8K | 0.00% | +19,785+178.6% | Added |
| Cubist Systematic Strategies, LLC | 33,263 | $815.6K | 0.01% | +2,902+9.6% | Added |
| State Board of Administration of Florida Retirement System | 34,127 | $836.8K | 0.00% | −90−0.3% | Reduced |
| Swiss National Bank | 34,392 | $843.3K | 0.00% | +700+2.1% | Added |
| AXA S.A. | 35,178 | $862.6K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 35,440 | $869.0K | 0.00% | +5,002+16.4% | Added |
| Credit Suisse AG | 35,822 | $878.4K | 0.00% | +4,931+16.0% | Added |
| Barclays PLC | 37,150 | $910.9K | 0.00% | +268+0.7% | Added |
| Third Avenue Management LLC | 37,000 | $914.3K | 0.15% | 00.0% | Unchanged |
| Invesco Ltd. | 37,343 | $915.6K | 0.00% | +3,693+11.0% | Added |
| First Trust Advisors LP | 38,982 | $955.8K | 0.00% | −140.0% | Reduced |
| Linden Thomas Advisory Services, LLC | 47,512 | $1.16M | 0.26% | −77−0.2% | Reduced |
| FMR LLC | 47,612 | $1.17M | 0.00% | +70.0% | Added |
| Los Angeles Capital Management LLC | 47,861 | $1.17M | 0.00% | +28,994+153.7% | Added |
| Russell Investments Group, Ltd. | 50,282 | $1.23M | 0.00% | +11,980+31.3% | Added |
| Rhumbline Advisers | 55,325 | $1.36M | 0.00% | −26,914−32.7% | Reduced |
| Two Sigma Investments, LP | 59,947 | $1.47M | 0.00% | +20,119+50.5% | Added |
| Martingale Asset Management L P | 60,848 | $1.49M | 0.03% | +3,206+5.6% | Added |
| Jacobs Levy Equity Management, Inc | 62,958 | $1.54M | 0.01% | +4,182+7.1% | Added |
| Stifel Financial Corp | 63,360 | $1.55M | 0.00% | −371−0.6% | Reduced |
| Bank of New York Mellon Corp | 71,082 | $1.74M | 0.00% | −282−0.4% | Reduced |
| Two Sigma Advisers, LP | 80,300 | $1.97M | 0.01% | +15,800+24.5% | Added |
| Morgan Stanley | 80,398 | $1.97M | 0.00% | +9,992+14.2% | Added |
| Globeflex Capital L P | 84,068 | $2.06M | 0.24% | +71,869+589.1% | Added |
| O'Shaughnessy Asset Management, LLC | 87,575 | $2.15M | 0.03% | +10,263+13.3% | Added |
| Arrowstreet Capital, Limited Partnership | 97,279 | $2.38M | 0.00% | +97,279 | New |
| Goldman Sachs Group Inc | 102,624 | $2.52M | 0.00% | −38,828−27.4% | Reduced |
| Quinn Opportunity Partners LLC | 117,804 | $2.89M | 0.38% | −4,536−3.7% | Reduced |
| Citadel Advisors LLC | 123,625 | $3.03M | 0.00% | −91,602−42.6% | Reduced |
| Engine Capital Management, LP | 127,419 | $3.12M | 0.70% | 00.0% | Unchanged |
| Millennium Management LLC | 157,248 | $3.86M | 0.00% | −32,909−17.3% | Reduced |
| Northern Trust Corp | 158,888 | $3.90M | 0.00% | +7,335+4.8% | Added |
| Nuveen Asset Management, LLC | 195,831 | $4.80M | 0.00% | +63,253+47.7% | Added |
| Charles Schwab Investment Management Inc | 199,948 | $4.90M | 0.00% | +35,747+21.8% | Added |
| UBS Group AG | 213,898 | $5.24M | 0.00% | +5,346+2.6% | Added |
| Garner Asset Management Corp | 227,920 | $5.59M | 3.35% | +10,522+4.8% | Added |
| Lincluden Management Ltd | 290,000 | $7.11M | 0.86% | 00.0% | Unchanged |
| Wasatch Advisors Inc | 294,181 | $7.21M | 0.05% | +294,181 | New |
| Dimensional Fund Advisors LP | 334,956 | $8.21M | 0.00% | −4,500−1.3% | Reduced |
| State Street Corp | 346,840 | $8.50M | 0.00% | −11,516−3.2% | Reduced |
| Geode Capital Management, LLC | 375,195 | $9.20M | 0.00% | +38,706+11.5% | Added |
| Nantahala Capital Management, LLC | 432,033 | $10.6M | 1.34% | −267,297−38.2% | Reduced |
| Renaissance Technologies LLC | 438,014 | $10.7M | 0.02% | +11,400+2.7% | Added |
| Royce & Associates LP | 450,664 | $11.1M | 0.11% | +13,263+3.0% | Added |
| Federated Hermes, Inc. | 513,171 | $12.6M | 0.03% | −4,661−0.9% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 704,970 | $17.3M | 0.07% | −349,785−33.2% | Reduced |
| BlackRock Inc. | 1,883,798 | $46.2M | 0.00% | −28,831−1.5% | Reduced |
| Vanguard Group Inc | 2,275,399 | $55.8M | 0.00% | +14,559+0.6% | Added |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −41,490−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −21,632−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −13,010−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −10,334−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −9,391−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −9,025−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Farmers & Merchants Investments Inc | 0 | $0 | 0.00% | −326−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Safeguard Financial, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| BDO Wealth Advisors, LLC | – | – | – | – | Not filed |