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, Q2 2024
Institutional positions in RMR Group Inc. as of Jun 30, 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
- 181
- +1 vs. Q1 2024
- Shares held
- 11.7M
- −142.6K (−1.2%) vs. Q1 2024
- Total value
- $265.4M
- −$19.9M (−7.0%) vs. Q1 2024
- New holders
- 21
- 63 more added
- Sold out
- 20
- 48 more reduced
4 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding RMR Group Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| National Bank of Canada | 1 | $22 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1 | $23 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1 | $23 | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 1 | $23 | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 1 | $23 | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $23 | 0.00% | – | New |
| AllSquare Wealth Management LLC | 2 | $45 | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 2 | $45 | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 2 | $46 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2 | $46 | 0.00% | +2 | New |
| Triad Wealth Partners, LLC | 3 | $68 | 0.00% | +3 | New |
| SOA Wealth Advisors, LLC. | 4 | $90 | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 4 | $90 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 4 | $91 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 4 | $91 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 5 | $113 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 5 | $113 | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 5 | $113 | 0.00% | +5 | New |
| Beacon Capital Management, LLC | 6 | $136 | 0.00% | −17−73.9% | Reduced |
| Sound Income Strategies, LLC | 6 | $136 | 0.00% | −3−33.3% | Reduced |
| Creative Financial Designs Inc | 6 | $136 | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 7 | $158 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 7 | $158 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 7 | $158 | 0.00% | +5+250.0% | Added |
| North Star Investment Management Corp. | 8 | $181 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 8 | $181 | 0.00% | +8 | New |
| HM Payson & Co | 10 | $226 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 13 | $298 | 0.00% | −18−58.1% | Reduced |
| Private Trust Co NA | 16 | $362 | 0.00% | +1+6.7% | Added |
| Colonial Trust Co | 19 | $429 | 0.00% | +10+111.1% | Added |
| Harbour Investments, Inc. | 26 | $588 | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 27 | $607 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 29 | $656 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 30 | $674 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 30 | $678 | 0.00% | +30 | New |
| Principal Securities, Inc. | 31 | $701 | 0.00% | +31 | New |
| Frazier Financial Advisors, LLC | 38 | $859 | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 41 | $927 | 0.00% | +41 | New |
| Sunbelt Securities, Inc. | 41 | $936 | 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 | $1.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 46 | $1.04K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 48 | $1.09K | 0.00% | +48 | New |
| Tompkins Financial Corp | 49 | $1.11K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 43 | $1.11K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 50 | $1.13K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 73 | $1.65K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 75 | $1.70K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 78 | $1.76K | 0.00% | −564−87.9% | Reduced |
| TSFG, LLC | 83 | $2.00K | 0.00% | +1+1.2% | Added |
| Allworth Financial LP | 87 | $2.21K | 0.00% | +79+987.5% | Added |
| Quarry LP | 105 | $2.37K | 0.00% | +9+9.4% | Added |
| Comerica Bank | 112 | $2.53K | 0.00% | −46−29.1% | Reduced |
| Cypress Capital, LLC | 200 | $4.52K | 0.00% | +200 | New |
| Federation des caisses Desjardins du Quebec | 205 | $4.63K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 238 | $5.38K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 259 | $6.72K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 300 | $6.78K | 0.00% | +300 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 304 | $6.87K | 0.00% | −29−8.7% | Reduced |
| US Bancorp | 502 | $11.3K | 0.00% | −253−33.5% | Reduced |
| Amalgamated Bank | 531 | $12.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 706 | $16.0K | 0.00% | −1−0.1% | Reduced |
| Advisor Group Holdings, Inc. | 759 | $17.2K | 0.00% | −93−10.9% | Reduced |
| nVerses Capital, LLC | 800 | $18.1K | 0.01% | +600+300.0% | Added |
| Point72 (DIFC) Ltd | 1,054 | $23.8K | 0.00% | −28−2.6% | Reduced |
| CIBC Private Wealth Group, LLC | 1,078 | $24.8K | 0.00% | 00.0% | Unchanged |
| Gladius Capital Management LP | 1,247 | $28.2K | 0.03% | +65+5.5% | Added |
| Public Employees Retirement Association of Colorado | 1,345 | $30.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,361 | $30.8K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 1,410 | $32.0K | 0.00% | +110+8.5% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 1,558 | $35.0K | 0.01% | +18+1.2% | Added |
| Amundi | 1,693 | $38.3K | 0.00% | −3−0.2% | Reduced |
| State of Wyoming | 1,797 | $40.6K | 0.01% | −5,807−76.4% | Reduced |
| Simplex Trading, LLC | 2,698 | $60.0K | 0.00% | +1,744+182.8% | Added |
| Meeder Asset Management Inc | 2,677 | $60.5K | 0.00% | +2,051+327.6% | Added |
| Quantbot Technologies LP | 2,738 | $61.9K | 0.00% | +2,738 | New |
| CWM, LLC | 2,768 | $63.0K | 0.00% | +36+1.3% | Added |
| STRS Ohio | 3,000 | $67.8K | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,200 | $72.3K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 4,287 | $96.9K | 0.05% | 00.0% | Unchanged |
| Covestor Ltd | 5,024 | $114.0K | 0.07% | +1,084+27.5% | Added |
| Deutsche Bank AG | 5,630 | $127.2K | 0.00% | −1,350−19.3% | Reduced |
| Royal Bank of Canada | 5,923 | $134.0K | 0.00% | +771+15.0% | Added |
| Public Employees Retirement System of Ohio | 6,077 | $137.3K | 0.00% | −368−5.7% | Reduced |
| New York State Common Retirement Fund | 6,360 | $143.7K | 0.00% | +4+0.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,595 | $149.0K | 0.00% | +2,378+56.4% | Added |
| BNP Paribas Arbitrage, SA | 6,806 | $153.8K | 0.00% | −17,558−72.1% | Reduced |
| Wells Fargo & Company | 6,883 | $155.6K | 0.00% | +1,829+36.2% | Added |
| Lazard Asset Management LLC | 6,978 | $157.0K | 0.00% | +4,420+172.8% | Added |
| Aquatic Capital Management LLC | 7,900 | $178.5K | 0.01% | +7,900 | New |
| Nisa Investment Advisors, LLC | 8,029 | $181.5K | 0.00% | +2,405+42.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 8,135 | $183.9K | 0.00% | +8,135 | New |
| Corebridge Financial, Inc. | 8,318 | $188.0K | 0.00% | +8,318 | New |
| MetLife Investment Management | 8,335 | $188.4K | 0.00% | +867+11.6% | Added |
| Citigroup Inc | 8,408 | $190.0K | 0.00% | +1,149+15.8% | Added |
| Aviva PLC | 8,852 | $200.1K | 0.00% | +8,852 | New |
| Cubist Systematic Strategies, LLC | 8,954 | $202.4K | 0.00% | +639+7.7% | Added |
| HRT Financial LP | 9,007 | $203.0K | 0.00% | −12,740−58.6% | Reduced |
| Summit Global Investments | 9,145 | $207.0K | 0.01% | +197+2.2% | Added |