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, Q4 2023
Institutional positions in RMR Group Inc. as of Dec 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
- 192
- +11 vs. Q3 2023
- Shares held
- 12.2M
- +59.5K (+0.5%) vs. Q3 2023
- Total value
- $343.6M
- +$45.8M (+15.4%) vs. Q3 2023
- New holders
- 27
- 51 more added
- Sold out
- 16
- 58 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding RMR Group Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 2,267,056 | $64.0M | 0.00% | −8,343−0.4% | Reduced |
| BlackRock Inc. | 1,871,539 | $52.8M | 0.00% | −12,259−0.7% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 585,620 | $16.5M | 0.06% | −119,350−16.9% | Reduced |
| Federated Hermes, Inc. | 499,427 | $14.1M | 0.04% | −13,744−2.7% | Reduced |
| Royce & Associates LP | 472,296 | $13.3M | 0.12% | +21,632+4.8% | Added |
| Renaissance Technologies LLC | 456,414 | $12.9M | 0.02% | +18,400+4.2% | Added |
| Nantahala Capital Management, LLC | 404,063 | $11.4M | 1.14% | −27,970−6.5% | Reduced |
| Geode Capital Management, LLC | 396,184 | $11.2M | 0.00% | +20,989+5.6% | Added |
| Wasatch Advisors Inc | 365,730 | $10.3M | 0.06% | +71,549+24.3% | Added |
| State Street Corp | 359,700 | $10.2M | 0.00% | +12,860+3.7% | Added |
| Dimensional Fund Advisors LP | 332,964 | $9.40M | 0.00% | −1,992−0.6% | Reduced |
| Lincluden Management Ltd | 290,000 | $8.19M | 0.99% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 239,218 | $6.75M | 0.00% | +39,270+19.6% | Added |
| UBS Group AG | 218,180 | $6.16M | 0.00% | +4,282+2.0% | Added |
| Nuveen Asset Management, LLC | 214,598 | $6.06M | 0.00% | +18,767+9.6% | Added |
| Garner Asset Management Corp | 217,814 | $5.56M | 2.83% | −10,106−4.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 167,128 | $4.72M | 0.00% | +69,849+71.8% | Added |
| Northern Trust Corp | 164,548 | $4.65M | 0.00% | +5,660+3.6% | Added |
| Bank of New York Mellon Corp | 139,115 | $3.93M | 0.00% | +68,033+95.7% | Added |
| Engine Capital Management, LP | 127,419 | $3.60M | 0.59% | 00.0% | Unchanged |
| Citadel Advisors LLC | 119,529 | $3.37M | 0.00% | −4,096−3.3% | Reduced |
| Quinn Opportunity Partners LLC | 117,804 | $3.33M | 0.38% | 00.0% | Unchanged |
| Globeflex Capital L P | 84,805 | $2.39M | 0.24% | +737+0.9% | Added |
| Jacobs Levy Equity Management, Inc | 80,418 | $2.27M | 0.01% | +17,460+27.7% | Added |
| Los Angeles Capital Management LLC | 79,506 | $2.24M | 0.01% | +31,645+66.1% | Added |
| Morgan Stanley | 79,217 | $2.24M | 0.00% | −1,181−1.5% | Reduced |
| Goldman Sachs Group Inc | 72,948 | $2.06M | 0.00% | −29,676−28.9% | Reduced |
| American Century Companies Inc | 70,499 | $1.99M | 0.00% | +39,634+128.4% | Added |
| O'Shaughnessy Asset Management, LLC | 69,774 | $1.97M | 0.03% | −17,801−20.3% | Reduced |
| Two Sigma Advisers, LP | 65,500 | $1.85M | 0.00% | −14,800−18.4% | Reduced |
| Stifel Financial Corp | 63,497 | $1.79M | 0.00% | +137+0.2% | Added |
| Martingale Asset Management L P | 61,199 | $1.73M | 0.04% | +351+0.6% | Added |
| Barclays PLC | 55,526 | $1.57M | 0.00% | +18,376+49.5% | Added |
| Rhumbline Advisers | 54,599 | $1.54M | 0.00% | −726−1.3% | Reduced |
| Russell Investments Group, Ltd. | 53,496 | $1.51M | 0.00% | +3,214+6.4% | Added |
| FMR LLC | 48,142 | $1.36M | 0.00% | +530+1.1% | Added |
| Linden Thomas Advisory Services, LLC | 46,383 | $1.31M | 0.24% | −1,129−2.4% | Reduced |
| Credit Suisse AG | 43,109 | $1.22M | 0.00% | +7,287+20.3% | Added |
| Islay Capital Management, LLC | 41,949 | $1.18M | 0.93% | +41,949 | New |
| First Trust Advisors LP | 40,262 | $1.14M | 0.00% | +1,280+3.3% | Added |
| Invesco Ltd. | 38,370 | $1.08M | 0.00% | +1,027+2.8% | Added |
| Pacific Ridge Capital Partners, LLC | 37,290 | $1.05M | 0.21% | +8,975+31.7% | Added |
| Third Avenue Management LLC | 37,000 | $1.04M | 0.17% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 36,728 | $1.04M | 0.00% | −23,219−38.7% | Reduced |
| JPMorgan Chase & Co | 35,111 | $991.2K | 0.00% | +20,675+143.2% | Added |
| State Board of Administration of Florida Retirement System | 34,127 | $963.4K | 0.00% | 00.0% | Unchanged |
| JT Stratford LLC | 32,335 | $912.8K | 0.21% | +32,335 | New |
| Swiss National Bank | 30,792 | $869.3K | 0.00% | −3,600−10.5% | Reduced |
| Man Group plc | 26,988 | $761.9K | 0.00% | – | – |
| Bank of America Corp | 25,809 | $728.6K | 0.00% | −9,631−27.2% | Reduced |
| CastleKnight Management LP | 25,103 | $708.7K | 0.11% | 00.0% | Unchanged |
| Voya Investment Management LLC | 24,290 | $685.7K | 0.00% | −219−0.9% | Reduced |
| Envestnet Asset Management Inc | 21,445 | $605.4K | 0.00% | −86−0.4% | Reduced |
| Robeco Institutional Asset Management B.V. | 21,134 | $596.6K | 0.00% | +93+0.4% | Added |
| Allspring Global Investments Holdings, LLC | 20,760 | $586.1K | 0.00% | −4,073−16.4% | Reduced |
| Unison Advisors LLC | 20,449 | $577.3K | 0.06% | +337+1.7% | Added |
| Price T Rowe Associates Inc | 19,616 | $554.0K | 0.00% | +3,593+22.4% | Added |
| Teacher Retirement System of Texas | 19,600 | $553.0K | 0.00% | −4,705−19.4% | Reduced |
| State of Tennessee, Treasury Department | 18,390 | $519.1K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 17,547 | $495.4K | 0.00% | +17,547 | New |
| Winton Group Ltd | 16,812 | $474.6K | 0.03% | −413−2.4% | Reduced |
| Corsair Capital Management, L.P. | 16,577 | $468.0K | 0.15% | −7,400−30.9% | Reduced |
| California State Teachers Retirement System | 16,494 | $465.6K | 0.00% | −690−4.0% | Reduced |
| Putnam Investments LLC | 15,638 | $441.5K | 0.00% | −398−2.5% | Reduced |
| Sawtooth Solutions, LLC | 15,396 | $434.6K | 0.01% | +234+1.5% | Added |
| Exchange Traded Concepts, LLC | 14,580 | $411.6K | 0.01% | +14,580 | New |
| Commons Capital, LLC | 14,300 | $403.7K | 0.64% | +14,300 | New |
| BNP Paribas Arbitrage, SA | 14,225 | $401.6K | 0.00% | −9,761−40.7% | Reduced |
| Legal & General Group Plc | 14,029 | $396.0K | 0.00% | −74−0.5% | Reduced |
| Susquehanna International Group, LLP | 13,658 | $385.6K | 0.00% | +13,658 | New |
| Alps Advisors Inc | 13,018 | $367.5K | 0.00% | −742−5.4% | Reduced |
| Alliancebernstein L.P. | 12,617 | $356.2K | 0.00% | −70−0.6% | Reduced |
| Ritholtz Wealth Management | 12,575 | $355.0K | 0.01% | +294+2.4% | Added |
| Nebula Research & Development LLC | 12,381 | $349.5K | 0.11% | +3,848+45.1% | Added |
| Seizert Capital Partners, LLC | 12,127 | $342.3K | 0.02% | −3,385−21.8% | Reduced |
| Truist Financial Corp | 11,609 | $327.7K | 0.00% | −371−3.1% | Reduced |
| Trexquant Investment LP | 11,302 | $319.1K | 0.01% | −6,361−36.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 11,252 | $317.6K | 0.00% | −9,100−44.7% | Reduced |
| HSBC Holdings PLC | 10,797 | $307.6K | 0.00% | +470+4.6% | Added |
| Summit Global Investments | 10,348 | $292.0K | 0.02% | −5,549−34.9% | Reduced |
| AQR Capital Management LLC | 10,039 | $283.4K | 0.00% | +10,039 | New |
| Thrivent Financial for Lutherans | 9,931 | $280.0K | 0.00% | −500−4.8% | Reduced |
| Quadrature Capital Ltd | 9,827 | $277.7K | 0.01% | −8,314−45.8% | Reduced |
| State of Wyoming | 9,549 | $269.6K | 0.05% | −1,001−9.5% | Reduced |
| LPL Financial LLC | 9,315 | $263.0K | 0.00% | +374+4.2% | Added |
| UBS Asset Management Americas Inc | 9,268 | $261.6K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 9,228 | $260.5K | 0.00% | −24,035−72.3% | Reduced |
| RBF Capital, LLC | 9,000 | $254.1K | 0.02% | +9,000 | New |
| New York State Common Retirement Fund | 8,918 | $251.8K | 0.00% | −1,599−15.2% | Reduced |
| Inspire Advisors, LLC | 8,889 | $250.9K | 0.04% | +8,889 | New |
| Royal Bank of Canada | 8,626 | $244.0K | 0.00% | +1,786+26.1% | Added |
| State of Wisconsin Investment Board | 8,580 | $242.2K | 0.00% | +8,580 | New |
| Guggenheim Capital LLC | 8,192 | $231.3K | 0.00% | −56−0.7% | Reduced |
| Panagora Asset Management Inc | 8,049 | $227.2K | 0.00% | +8,049 | New |
| American International Group, Inc. | 7,655 | $216.1K | 0.00% | −31−0.4% | Reduced |
| Deutsche Bank AG | 7,501 | $211.8K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 7,468 | $210.8K | 0.00% | 00.0% | Unchanged |
| Meixler Investment Management, Ltd. | 7,250 | $204.7K | 0.17% | −2,050−22.0% | Reduced |
| Nisa Investment Advisors, LLC | 5,600 | $158.1K | 0.00% | −3,910−41.1% | Reduced |
| SG Americas Securities, LLC | 5,479 | $155.0K | 0.00% | +5,479 | New |