Skip to main content
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, 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.

Institutional holdersQ1 2024: 184 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 heldQ1 2024: $286.5M
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, Q1 2024

Shares, value and share of portfolio for each institution holding RMR Group Inc.; share changes are against Q4 2023.

Institutions holding RMR in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
STRS Ohio3,000$72.0K0.00%−200−6.3%Reduced
CWM, LLC2,732$66.0K0.00%+55+2.1%Added
Lazard Asset Management LLC2,558$61.0K0.00%−68−2.6%Reduced
Point72 Asia (Singapore) Pte. Ltd.1,996$47.9K0.01%+1,996New
Qube Research & Technologies Ltd1,809$43.4K0.00%−2,422−57.2%Reduced
Amundi1,696$40.7K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC1,540$37.0K0.01%+15+1.0%Added
Ameritas Investment Partners, Inc.1,361$32.7K0.00%00.0%Unchanged
Public Employees Retirement Association of Colorado1,345$32.0K0.00%00.0%Unchanged
New York State Teachers Retirement System1,300$31.0K0.00%00.0%Unchanged
Gladius Capital Management LP1,182$28.4K0.03%+1,182New
Point72 (DIFC) Ltd1,082$26.0K0.00%+1,082New
CIBC Private Wealth Group, LLC1,078$25.5K0.00%+1,078New
Simplex Trading, LLC954$22.0K0.00%+751+370.0%Added
Metropolitan Life Insurance Co867$20.8K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.852$20.4K0.00%−67−7.3%Reduced
US Bancorp755$18.1K0.00%+317+72.4%Added
Great West Life Assurance Co707$17.0K0.00%−3−0.4%Reduced
The PNC Financial Services Group, Inc.642$15.4K0.00%+6+0.9%Added
Meeder Asset Management Inc626$15.0K0.00%−1,585−71.7%Reduced
Amalgamated Bank531$13.0K0.00%−1,410−72.6%Reduced
Barrow Hanley Mewhinney & Strauss LLC333$7.99K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC259$6.14K0.00%00.0%Unchanged
Parallel Advisors, LLC238$5.71K0.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec205$4.92K0.00%00.0%Unchanged
nVerses Capital, LLC200$4.80K0.01%+200New
Tower Research Capital LLC (TRC)198$4.75K0.00%−2,895−93.6%Reduced
Comerica Bank158$3.79K0.00%+158New
Norwood Financial Corp110$2.64K0.00%00.0%Unchanged
Quarry LP96$2.30K0.00%+96New
TSFG, LLC82$2.00K0.00%00.0%Unchanged
First Horizon Advisors, Inc.75$1.80K0.00%00.0%Unchanged
Private Wealth Management Group, LLC73$1.75K0.00%+73New
Sachetta, LLC43$1.22K0.00%00.0%Unchanged
Salem Investment Counselors Inc50$1.20K0.00%00.0%Unchanged
Tompkins Financial Corp49$1.18K0.00%00.0%Unchanged
IFP Advisors, Inc46$1.10K0.00%00.0%Unchanged
Larson Financial Group LLC44$1.05K0.00%+1+2.3%Added
Bessemer Group Inc30$1.00K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.23$1.00K0.00%00.0%Unchanged
Sunbelt Securities, Inc.41$9900.00%00.0%Unchanged
Frazier Financial Advisors, LLC38$9120.00%00.0%Unchanged
AdvisorNet Financial, Inc31$7440.00%00.0%Unchanged
Farther Finance Advisors, LLC30$7110.00%−6−16.7%Reduced
Clearstead Advisors, LLC29$7030.00%00.0%Unchanged
GWM Advisors LLC27$6480.00%−1−3.6%Reduced
Main Street Group, LTD27$6400.00%00.0%Unchanged
Harbour Investments, Inc.26$6240.00%+20+333.3%Added
Beacon Capital Management, LLC23$5520.00%00.0%Unchanged
Valued Wealth Advisors LLC19$4560.00%−16−45.7%Reduced
Private Trust Co NA15$3600.00%00.0%Unchanged
Evermay Wealth Management LLC12$2880.00%+12New
HM Payson & Co10$2400.00%00.0%Unchanged
Highlander Capital Management, LLC9$2160.00%00.0%Unchanged
Sound Income Strategies, LLC9$2160.00%00.0%Unchanged
Bank of New Hampshire9$2160.00%00.0%Unchanged
Colonial Trust Co9$2160.00%00.0%Unchanged
North Star Investment Management Corp.8$1920.00%−10−55.6%Reduced
Allworth Financial LP8$1920.00%00.0%Unchanged
Boyd Watterson Asset Management LLC7$1680.00%00.0%Unchanged
CoreCap Advisors, LLC7$1680.00%+7New
Creative Financial Designs Inc6$1440.00%00.0%Unchanged
Colonial Trust Advisors5$1200.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC5$1200.00%00.0%Unchanged
Sofos Investments, Inc.4$980.00%+4New
Albion Financial Group4$960.00%00.0%Unchanged
Wolff Wiese Magana LLC4$960.00%00.0%Unchanged
SOA Wealth Advisors, LLC.4$960.00%00.0%Unchanged
LGT Financial Advisors LLC4$960.00%00.0%Unchanged
Sandy Spring Bank4$960.00%+4New
Truvestments Capital LLC3$720.00%−46−93.9%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC3$720.00%+3New
Newbridge Financial Services Group, Inc.3$720.00%+3New
Archer Investment Corp2$480.00%−2−50.0%Reduced
Rothschild Investment LLC2$480.00%00.0%Unchanged
Assetmark, Inc2$480.00%00.0%Unchanged
Eukles Asset Management2$480.00%00.0%Unchanged
AllSquare Wealth Management LLC2$480.00%00.0%Unchanged
Founders Capital Management2$480.00%00.0%Unchanged
Fortis Group Advisors, LLC1$240.00%−1−50.0%Reduced
National Bank of Canada1$240.00%00.0%Unchanged
Prestige Wealth Management Group LLC1$240.00%00.0%Unchanged
Fifth Third Bancorp1$240.00%00.0%Unchanged
Pineridge Advisors LLC1$240.00%00.0%Unchanged
Wasatch Advisors Inc0$00.00%−365,730−100.0%Sold out
Islay Capital Management, LLC0$00.00%−41,949−100.0%Sold out
Two Sigma Investments, LP0$00.00%−36,728−100.0%Sold out
JT Stratford LLC0$00.00%−32,335−100.0%Sold out
Winton Group Ltd0$00.00%−16,812−100.0%Sold out
Commons Capital, LLC0$00.00%−14,300−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−13,658−100.0%Sold out
Ritholtz Wealth Management0$00.00%−12,575−100.0%Sold out
Trexquant Investment LP0$00.00%−11,302−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−11,252−100.0%Sold out
HSBC Holdings PLC0$00.00%−10,797−100.0%Sold out
Quadrature Capital Ltd0$00.00%−9,827−100.0%Sold out
LPL Financial LLC0$00.00%−9,315−100.0%Sold out
Inspire Advisors, LLC0$00.00%−8,889−100.0%Sold out
State of Wisconsin Investment Board0$00.00%−8,580−100.0%Sold out
Guggenheim Capital LLC0$00.00%−8,192−100.0%Sold out