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 |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 1 | $0 | 0.00% | −14−93.3% | Reduced |
| Fifth Third Bancorp | 1 | $28 | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $28 | 0.00% | – | – |
| Principal Securities, Inc. | 1 | $28 | 0.00% | +1 | New |
| Pineridge Advisors LLC | 1 | $28 | 0.00% | +1 | New |
| Prestige Wealth Management Group LLC | 1 | $29 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1 | $29 | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 2 | $56 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 2 | $56 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 2 | $56 | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 2 | $56 | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 2 | $56 | 0.00% | +1+100.0% | Added |
| Rothschild Investment LLC | 2 | $56 | 0.00% | +2 | New |
| Baystate Wealth Management LLC | 3 | $91 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 4 | $113 | 0.00% | −2−33.3% | Reduced |
| Albion Financial Group | 4 | $113 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 4 | $113 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 4 | $113 | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 4 | $113 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 5 | $141 | 0.00% | −8−61.5% | Reduced |
| Colonial Trust Advisors | 5 | $141 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 6 | $169 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 6 | $169 | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 7 | $198 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 8 | $212 | 0.00% | +8 | New |
| Allworth Financial LP | 8 | $226 | 0.00% | −51−86.4% | Reduced |
| Sound Income Strategies, LLC | 9 | $254 | 0.00% | −1−10.0% | Reduced |
| Bank of New Hampshire | 9 | $254 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 9 | $254 | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 9 | $254 | 0.00% | 00.0% | Unchanged |
| Northwest Financial Advisors | 10 | $271 | 0.00% | +10 | New |
| HM Payson & Co | 10 | $283 | 0.00% | +1+11.1% | Added |
| GAMMA Investing LLC | 11 | $287 | 0.00% | +11 | New |
| Private Trust Co NA | 15 | $423 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 18 | $508 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 23 | $564 | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 27 | $762 | 0.00% | +27 | New |
| GWM Advisors LLC | 28 | $790 | 0.00% | −76−73.1% | Reduced |
| Clearstead Advisors, LLC | 29 | $819 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 30 | $847 | 0.00% | +30 | New |
| Valued Wealth Advisors LLC | 35 | $859 | 0.00% | +35 | New |
| AdvisorNet Financial, Inc | 31 | $875 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 35 | $988 | 0.00% | +35 | New |
| Bessemer Group Inc | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 36 | $1.02K | 0.00% | −29−44.6% | Reduced |
| Frazier Financial Advisors, LLC | 38 | $1.07K | 0.00% | +38 | New |
| Sunbelt Securities, Inc. | 41 | $1.16K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 43 | $1.21K | 0.00% | +1+2.4% | Added |
| Sachetta, LLC | 43 | $1.22K | 0.00% | +43 | New |
| IFP Advisors, Inc | 46 | $1.30K | 0.00% | −2−4.2% | Reduced |
| Tompkins Financial Corp | 49 | $1.38K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 49 | $1.38K | 0.00% | +46+1,533.3% | Added |
| Salem Investment Counselors Inc | 50 | $1.42K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 82 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 75 | $2.12K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 100 | $2.82K | 0.00% | +100 | New |
| Norwood Financial Corp | 110 | $3.10K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 154 | $4.35K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 203 | $5.00K | 0.00% | +203 | New |
| Federation des caisses Desjardins du Quebec | 205 | $5.79K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 237 | $6.69K | 0.00% | +174+276.2% | Added |
| Parallel Advisors, LLC | 238 | $6.72K | 0.00% | −13−5.2% | Reduced |
| EverSource Wealth Advisors, LLC | 259 | $7.31K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 333 | $9.40K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 438 | $12.4K | 0.00% | −361−45.2% | Reduced |
| The PNC Financial Services Group, Inc. | 636 | $18.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 710 | $20.0K | 0.00% | −5−0.7% | Reduced |
| Metropolitan Life Insurance Co | 867 | $24.5K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 919 | $25.9K | 0.00% | +39+4.4% | Added |
| New York State Teachers Retirement System | 1,300 | $37.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 1,345 | $38.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,361 | $38.4K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,525 | $43.0K | 0.01% | −7−0.5% | Reduced |
| Asset Management One Co.,Ltd. | 1,680 | $47.9K | 0.00% | −598−26.3% | Reduced |
| Amundi | 1,696 | $47.9K | 0.00% | +859+102.6% | Added |
| Amalgamated Bank | 1,941 | $55.0K | 0.00% | −158−7.5% | Reduced |
| Meeder Asset Management Inc | 2,211 | $62.4K | 0.00% | +2,211 | New |
| Lazard Asset Management LLC | 2,626 | $74.0K | 0.00% | +20+0.8% | Added |
| CWM, LLC | 2,677 | $76.0K | 0.00% | +3+0.1% | Added |
| Covestor Ltd | 2,730 | $77.0K | 0.05% | +502+22.5% | Added |
| Tower Research Capital LLC (TRC) | 3,093 | $87.3K | 0.00% | +1,482+92.0% | Added |
| STRS Ohio | 3,200 | $90.0K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 3,231 | $91.0K | 0.00% | +2,068+177.8% | Added |
| Public Employees Retirement System of Ohio | 3,665 | $103.5K | 0.00% | +3,303+912.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,217 | $119.0K | 0.00% | +874+26.1% | Added |
| Qube Research & Technologies Ltd | 4,231 | $119.4K | 0.00% | −420−9.0% | Reduced |
| Wells Fargo & Company | 4,433 | $125.1K | 0.00% | +994+28.9% | Added |
| Caldwell Sutter Capital, Inc. | 4,591 | $129.6K | 0.07% | 00.0% | Unchanged |
| Quantbot Technologies LP | 4,900 | $138.3K | 0.01% | +769+18.6% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,200 | $146.8K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 5,296 | $149.5K | 0.00% | +2,323+78.1% | Added |
| SG Americas Securities, LLC | 5,479 | $155.0K | 0.00% | +5,479 | New |
| Nisa Investment Advisors, LLC | 5,600 | $158.1K | 0.00% | −3,910−41.1% | Reduced |
| Meixler Investment Management, Ltd. | 7,250 | $204.7K | 0.17% | −2,050−22.0% | Reduced |
| MetLife Investment Management | 7,468 | $210.8K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 7,501 | $211.8K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 7,655 | $216.1K | 0.00% | −31−0.4% | Reduced |
| Panagora Asset Management Inc | 8,049 | $227.2K | 0.00% | +8,049 | New |
| Guggenheim Capital LLC | 8,192 | $231.3K | 0.00% | −56−0.7% | Reduced |