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, Q1 2024
Institutional positions in RMR Group Inc. as of Mar 31, 2024. 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
- 184
- −4 vs. Q4 2023
- Shares held
- 11.9M
- −224.6K (−1.8%) vs. Q4 2023
- Total value
- $286.5M
- −$56.2M (−16.4%) vs. Q4 2023
- New holders
- 27
- 44 more added
- Sold out
- 31
- 53 more reduced
4 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding RMR Group Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fortis Group Advisors, LLC | 1 | $24 | 0.00% | −1−50.0% | Reduced |
| National Bank of Canada | 1 | $24 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1 | $24 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1 | $24 | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 1 | $24 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 2 | $48 | 0.00% | −2−50.0% | Reduced |
| Rothschild Investment LLC | 2 | $48 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 2 | $48 | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 2 | $48 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 2 | $48 | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 2 | $48 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 3 | $72 | 0.00% | −46−93.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3 | $72 | 0.00% | +3 | New |
| Newbridge Financial Services Group, Inc. | 3 | $72 | 0.00% | +3 | New |
| Albion Financial Group | 4 | $96 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 4 | $96 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 4 | $96 | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 4 | $96 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 4 | $96 | 0.00% | +4 | New |
| Sofos Investments, Inc. | 4 | $98 | 0.00% | +4 | New |
| Colonial Trust Advisors | 5 | $120 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 5 | $120 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 6 | $144 | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 7 | $168 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 7 | $168 | 0.00% | +7 | New |
| North Star Investment Management Corp. | 8 | $192 | 0.00% | −10−55.6% | Reduced |
| Allworth Financial LP | 8 | $192 | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 9 | $216 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 9 | $216 | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 9 | $216 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 9 | $216 | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 10 | $240 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 12 | $288 | 0.00% | +12 | New |
| Private Trust Co NA | 15 | $360 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 19 | $456 | 0.00% | −16−45.7% | Reduced |
| Beacon Capital Management, LLC | 23 | $552 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 26 | $624 | 0.00% | +20+333.3% | Added |
| Main Street Group, LTD | 27 | $640 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 27 | $648 | 0.00% | −1−3.6% | Reduced |
| Clearstead Advisors, LLC | 29 | $703 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 30 | $711 | 0.00% | −6−16.7% | Reduced |
| AdvisorNet Financial, Inc | 31 | $744 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 38 | $912 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 41 | $990 | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 44 | $1.05K | 0.00% | +1+2.3% | Added |
| IFP Advisors, Inc | 46 | $1.10K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 49 | $1.18K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 50 | $1.20K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 43 | $1.22K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 73 | $1.75K | 0.00% | +73 | New |
| First Horizon Advisors, Inc. | 75 | $1.80K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 82 | $2.00K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 96 | $2.30K | 0.00% | +96 | New |
| Norwood Financial Corp | 110 | $2.64K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 158 | $3.79K | 0.00% | +158 | New |
| Tower Research Capital LLC (TRC) | 198 | $4.75K | 0.00% | −2,895−93.6% | Reduced |
| nVerses Capital, LLC | 200 | $4.80K | 0.01% | +200 | New |
| Federation des caisses Desjardins du Quebec | 205 | $4.92K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 238 | $5.71K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 259 | $6.14K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 333 | $7.99K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 531 | $13.0K | 0.00% | −1,410−72.6% | Reduced |
| Meeder Asset Management Inc | 626 | $15.0K | 0.00% | −1,585−71.7% | Reduced |
| The PNC Financial Services Group, Inc. | 642 | $15.4K | 0.00% | +6+0.9% | Added |
| Great West Life Assurance Co | 707 | $17.0K | 0.00% | −3−0.4% | Reduced |
| US Bancorp | 755 | $18.1K | 0.00% | +317+72.4% | Added |
| Advisor Group Holdings, Inc. | 852 | $20.4K | 0.00% | −67−7.3% | Reduced |
| Metropolitan Life Insurance Co | 867 | $20.8K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 954 | $22.0K | 0.00% | +751+370.0% | Added |
| CIBC Private Wealth Group, LLC | 1,078 | $25.5K | 0.00% | +1,078 | New |
| Point72 (DIFC) Ltd | 1,082 | $26.0K | 0.00% | +1,082 | New |
| Gladius Capital Management LP | 1,182 | $28.4K | 0.03% | +1,182 | New |
| New York State Teachers Retirement System | 1,300 | $31.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 1,345 | $32.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,361 | $32.7K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,540 | $37.0K | 0.01% | +15+1.0% | Added |
| Amundi | 1,696 | $40.7K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 1,809 | $43.4K | 0.00% | −2,422−57.2% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 1,996 | $47.9K | 0.01% | +1,996 | New |
| Lazard Asset Management LLC | 2,558 | $61.0K | 0.00% | −68−2.6% | Reduced |
| CWM, LLC | 2,732 | $66.0K | 0.00% | +55+2.1% | Added |
| STRS Ohio | 3,000 | $72.0K | 0.00% | −200−6.3% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,200 | $76.8K | 0.00% | −2,000−38.5% | Reduced |
| Covestor Ltd | 3,940 | $94.0K | 0.06% | +1,210+44.3% | Added |
| Harbor Capital Advisors, Inc. | 4,006 | $96.0K | 0.01% | +4,006 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,217 | $101.2K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 4,287 | $102.9K | 0.05% | −304−6.6% | Reduced |
| Wells Fargo & Company | 5,054 | $121.3K | 0.00% | +621+14.0% | Added |
| Royal Bank of Canada | 5,152 | $123.0K | 0.00% | −3,474−40.3% | Reduced |
| Nisa Investment Advisors, LLC | 5,624 | $135.0K | 0.00% | +24+0.4% | Added |
| New York State Common Retirement Fund | 6,356 | $152.5K | 0.00% | −2,562−28.7% | Reduced |
| Public Employees Retirement System of Ohio | 6,445 | $154.7K | 0.00% | +2,780+75.9% | Added |
| Deutsche Bank AG | 6,980 | $167.5K | 0.00% | −521−6.9% | Reduced |
| Citigroup Inc | 7,259 | $174.2K | 0.00% | +1,963+37.1% | Added |
| MetLife Investment Management | 7,468 | $179.2K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 7,590 | $182.2K | 0.00% | −65−0.8% | Reduced |
| State of Wyoming | 7,604 | $182.5K | 0.03% | −1,945−20.4% | Reduced |
| Cubist Systematic Strategies, LLC | 8,315 | $199.6K | 0.00% | −913−9.9% | Reduced |