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Livermore
Livermore
ZHEN

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.

Institutional holdersQ4 2023: 192 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 heldQ4 2023: $343.6M
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, Q4 2023

Shares, value and share of portfolio for each institution holding RMR Group Inc.; share changes are against Q3 2023.

Institutions holding RMR in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Citigroup Inc5,296$149.5K0.00%+2,323+78.1%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main5,200$146.8K0.00%00.0%Unchanged
Quantbot Technologies LP4,900$138.3K0.01%+769+18.6%Added
Caldwell Sutter Capital, Inc.4,591$129.6K0.07%00.0%Unchanged
Wells Fargo & Company4,433$125.1K0.00%+994+28.9%Added
Qube Research & Technologies Ltd4,231$119.4K0.00%−420−9.0%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)4,217$119.0K0.00%+874+26.1%Added
Public Employees Retirement System of Ohio3,665$103.5K0.00%+3,303+912.4%Added
Vestcor Inc3,231$91.0K0.00%+2,068+177.8%Added
STRS Ohio3,200$90.0K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)3,093$87.3K0.00%+1,482+92.0%Added
Covestor Ltd2,730$77.0K0.05%+502+22.5%Added
CWM, LLC2,677$76.0K0.00%+3+0.1%Added
Lazard Asset Management LLC2,626$74.0K0.00%+20+0.8%Added
Meeder Asset Management Inc2,211$62.4K0.00%+2,211New
Amalgamated Bank1,941$55.0K0.00%−158−7.5%Reduced
Amundi1,696$47.9K0.00%+859+102.6%Added
Asset Management One Co.,Ltd.1,680$47.9K0.00%−598−26.3%Reduced
Householder Group Estate & Retirement Specialist, LLC1,525$43.0K0.01%−7−0.5%Reduced
Ameritas Investment Partners, Inc.1,361$38.4K0.00%00.0%Unchanged
Public Employees Retirement Association of Colorado1,345$38.0K0.00%00.0%Unchanged
New York State Teachers Retirement System1,300$37.0K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.919$25.9K0.00%+39+4.4%Added
Metropolitan Life Insurance Co867$24.5K0.00%00.0%Unchanged
Great West Life Assurance Co710$20.0K0.00%−5−0.7%Reduced
The PNC Financial Services Group, Inc.636$18.0K0.00%00.0%Unchanged
US Bancorp438$12.4K0.00%−361−45.2%Reduced
Barrow Hanley Mewhinney & Strauss LLC333$9.40K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC259$7.31K0.00%00.0%Unchanged
Parallel Advisors, LLC238$6.72K0.00%−13−5.2%Reduced
Lindbrook Capital, LLC237$6.69K0.00%+174+276.2%Added
Federation des caisses Desjardins du Quebec205$5.79K0.00%00.0%Unchanged
Simplex Trading, LLC203$5.00K0.00%+203New
Quadrant Capital Group LLC154$4.35K0.00%00.0%Unchanged
Norwood Financial Corp110$3.10K0.00%00.0%Unchanged
Lee Financial Co100$2.82K0.00%+100New
First Horizon Advisors, Inc.75$2.12K0.00%00.0%Unchanged
TSFG, LLC82$2.00K0.00%00.0%Unchanged
Salem Investment Counselors Inc50$1.42K0.00%00.0%Unchanged
Tompkins Financial Corp49$1.38K0.00%00.0%Unchanged
Truvestments Capital LLC49$1.38K0.00%+46+1,533.3%Added
IFP Advisors, Inc46$1.30K0.00%−2−4.2%Reduced
Sachetta, LLC43$1.22K0.00%+43New
Larson Financial Group LLC43$1.21K0.00%+1+2.4%Added
Sunbelt Securities, Inc.41$1.16K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC38$1.07K0.00%+38New
Farther Finance Advisors, LLC36$1.02K0.00%−29−44.6%Reduced
Bessemer Group Inc30$1.00K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.23$1.00K0.00%00.0%Unchanged
Advisory Services Network, LLC35$9880.00%+35New
AdvisorNet Financial, Inc31$8750.00%00.0%Unchanged
Valued Wealth Advisors LLC35$8590.00%+35New
Huntington National Bank30$8470.00%+30New
Clearstead Advisors, LLC29$8190.00%00.0%Unchanged
GWM Advisors LLC28$7900.00%−76−73.1%Reduced
Main Street Group, LTD27$7620.00%+27New
Beacon Capital Management, LLC23$5640.00%00.0%Unchanged
North Star Investment Management Corp.18$5080.00%00.0%Unchanged
Private Trust Co NA15$4230.00%00.0%Unchanged
GAMMA Investing LLC11$2870.00%+11New
HM Payson & Co10$2830.00%+1+11.1%Added
Northwest Financial Advisors10$2710.00%+10New
Sound Income Strategies, LLC9$2540.00%−1−10.0%Reduced
Bank of New Hampshire9$2540.00%00.0%Unchanged
Colonial Trust Co9$2540.00%00.0%Unchanged
Highlander Capital Management, LLC9$2540.00%00.0%Unchanged
Allworth Financial LP8$2260.00%−51−86.4%Reduced
Global Retirement Partners, LLC8$2120.00%+8New
Boyd Watterson Asset Management LLC7$1980.00%00.0%Unchanged
Harbour Investments, Inc.6$1690.00%00.0%Unchanged
Creative Financial Designs Inc6$1690.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC5$1410.00%−8−61.5%Reduced
Colonial Trust Advisors5$1410.00%00.0%Unchanged
Archer Investment Corp4$1130.00%−2−33.3%Reduced
Albion Financial Group4$1130.00%00.0%Unchanged
Wolff Wiese Magana LLC4$1130.00%00.0%Unchanged
SOA Wealth Advisors, LLC.4$1130.00%00.0%Unchanged
LGT Financial Advisors LLC4$1130.00%00.0%Unchanged
Baystate Wealth Management LLC3$910.00%00.0%Unchanged
Eukles Asset Management2$560.00%00.0%Unchanged
Assetmark, Inc2$560.00%00.0%Unchanged
AllSquare Wealth Management LLC2$560.00%00.0%Unchanged
Founders Capital Management2$560.00%00.0%Unchanged
Fortis Group Advisors, LLC2$560.00%+1+100.0%Added
Rothschild Investment LLC2$560.00%+2New
Prestige Wealth Management Group LLC1$290.00%00.0%Unchanged
National Bank of Canada1$290.00%00.0%Unchanged
Fifth Third Bancorp1$280.00%00.0%Unchanged
Live Oak Investment Partners–$280.00%––
Principal Securities, Inc.1$280.00%+1New
Pineridge Advisors LLC1$280.00%+1New
Ronald Blue Trust, Inc.1$00.00%−14−93.3%Reduced
Millennium Management LLC0$00.00%−157,248−100.0%Sold out
AXA S.A.0$00.00%−35,178−100.0%Sold out
CWM Advisors, LLC0$00.00%−24,864−100.0%Sold out
MBB Public Markets I LLC0$00.00%−13,842−100.0%Sold out
XTX Topco Ltd0$00.00%−13,184−100.0%Sold out
HRT Financial LP0$00.00%−12,166−100.0%Sold out
Jump Financial, LLC0$00.00%−10,442−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−9,860−100.0%Sold out