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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.

Institutional holdersQ2 2024: 181 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 heldQ2 2024: $265.4M
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, Q2 2024

Shares, value and share of portfolio for each institution holding RMR Group Inc.; share changes are against Q1 2024.

Institutions holding RMR in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main3,200$72.3K0.00%00.0%Unchanged
STRS Ohio3,000$67.8K0.00%00.0%Unchanged
CWM, LLC2,768$63.0K0.00%+36+1.3%Added
Quantbot Technologies LP2,738$61.9K0.00%+2,738New
Meeder Asset Management Inc2,677$60.5K0.00%+2,051+327.6%Added
Simplex Trading, LLC2,698$60.0K0.00%+1,744+182.8%Added
State of Wyoming1,797$40.6K0.01%−5,807−76.4%Reduced
Amundi1,693$38.3K0.00%−3−0.2%Reduced
Householder Group Estate & Retirement Specialist, LLC1,558$35.0K0.01%+18+1.2%Added
New York State Teachers Retirement System1,410$32.0K0.00%+110+8.5%Added
Ameritas Investment Partners, Inc.1,361$30.8K0.00%00.0%Unchanged
Public Employees Retirement Association of Colorado1,345$30.0K0.00%00.0%Unchanged
Gladius Capital Management LP1,247$28.2K0.03%+65+5.5%Added
CIBC Private Wealth Group, LLC1,078$24.8K0.00%00.0%Unchanged
Point72 (DIFC) Ltd1,054$23.8K0.00%−28−2.6%Reduced
nVerses Capital, LLC800$18.1K0.01%+600+300.0%Added
Advisor Group Holdings, Inc.759$17.2K0.00%−93−10.9%Reduced
Great West Life Assurance Co706$16.0K0.00%−1−0.1%Reduced
Amalgamated Bank531$12.0K0.00%00.0%Unchanged
US Bancorp502$11.3K0.00%−253−33.5%Reduced
Barrow Hanley Mewhinney & Strauss LLC304$6.87K0.00%−29−8.7%Reduced
Northwestern Mutual Wealth Management Co300$6.78K0.00%+300New
EverSource Wealth Advisors, LLC259$6.72K0.00%00.0%Unchanged
Parallel Advisors, LLC238$5.38K0.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec205$4.63K0.00%00.0%Unchanged
Cypress Capital, LLC200$4.52K0.00%+200New
Comerica Bank112$2.53K0.00%−46−29.1%Reduced
Quarry LP105$2.37K0.00%+9+9.4%Added
Allworth Financial LP87$2.21K0.00%+79+987.5%Added
TSFG, LLC83$2.00K0.00%+1+1.2%Added
The PNC Financial Services Group, Inc.78$1.76K0.00%−564−87.9%Reduced
First Horizon Advisors, Inc.75$1.70K0.00%00.0%Unchanged
Private Wealth Management Group, LLC73$1.65K0.00%00.0%Unchanged
Salem Investment Counselors Inc50$1.13K0.00%00.0%Unchanged
Sachetta, LLC43$1.11K0.00%00.0%Unchanged
Tompkins Financial Corp49$1.11K0.00%00.0%Unchanged
Smartleaf Asset Management LLC48$1.09K0.00%+48New
IFP Advisors, Inc46$1.04K0.00%00.0%Unchanged
Larson Financial Group LLC44$1.00K0.00%00.0%Unchanged
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$9360.00%00.0%Unchanged
International Assets Investment Management, LLC41$9270.00%+41New
Frazier Financial Advisors, LLC38$8590.00%00.0%Unchanged
Principal Securities, Inc.31$7010.00%+31New
GAMMA Investing LLC30$6780.00%+30New
Farther Finance Advisors, LLC30$6740.00%00.0%Unchanged
Clearstead Advisors, LLC29$6560.00%00.0%Unchanged
Main Street Group, LTD27$6070.00%00.0%Unchanged
Harbour Investments, Inc.26$5880.00%00.0%Unchanged
Colonial Trust Co19$4290.00%+10+111.1%Added
Private Trust Co NA16$3620.00%+1+6.7%Added
AdvisorNet Financial, Inc13$2980.00%−18−58.1%Reduced
HM Payson & Co10$2260.00%00.0%Unchanged
North Star Investment Management Corp.8$1810.00%00.0%Unchanged
Global Retirement Partners, LLC8$1810.00%+8New
Boyd Watterson Asset Management LLC7$1580.00%00.0%Unchanged
CoreCap Advisors, LLC7$1580.00%00.0%Unchanged
Rothschild Investment LLC7$1580.00%+5+250.0%Added
Beacon Capital Management, LLC6$1360.00%−17−73.9%Reduced
Sound Income Strategies, LLC6$1360.00%−3−33.3%Reduced
Creative Financial Designs Inc6$1360.00%00.0%Unchanged
Colonial Trust Advisors5$1130.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC5$1130.00%00.0%Unchanged
Redwood Wealth Management Group, LLC5$1130.00%+5New
Albion Financial Group4$910.00%00.0%Unchanged
Wolff Wiese Magana LLC4$910.00%00.0%Unchanged
SOA Wealth Advisors, LLC.4$900.00%00.0%Unchanged
LGT Financial Advisors LLC4$900.00%00.0%Unchanged
Triad Wealth Partners, LLC3$680.00%+3New
Eukles Asset Management2$460.00%00.0%Unchanged
SRS Capital Advisors, Inc.2$460.00%+2New
AllSquare Wealth Management LLC2$450.00%00.0%Unchanged
Founders Capital Management2$450.00%00.0%Unchanged
Fifth Third Bancorp1$230.00%00.0%Unchanged
Prestige Wealth Management Group LLC1$230.00%00.0%Unchanged
Fortis Group Advisors, LLC1$230.00%00.0%Unchanged
Pineridge Advisors LLC1$230.00%00.0%Unchanged
Live Oak Investment Partners–$230.00%–New
National Bank of Canada1$220.00%00.0%Unchanged
Corsair Capital Management, L.P.23––−16,332−99.9%Reduced
Man Group plc0$00.00%−21,763−100.0%Sold out
Zacks Investment Management0$00.00%−17,875−100.0%Sold out
Envestnet Asset Management Inc0$00.00%−15,694−100.0%Sold out
Simplicity Wealth,LLC0$00.00%−14,881−100.0%Sold out
Ibex Investors LLC0$00.00%−10,000−100.0%Sold out
RBF Capital, LLC0$00.00%−9,000−100.0%Sold out
American International Group, Inc.0$00.00%−7,590−100.0%Sold out
Point72 Asia (Singapore) Pte. Ltd.0$00.00%−1,996−100.0%Sold out
Metropolitan Life Insurance Co0$00.00%−867−100.0%Sold out
GWM Advisors LLC0$00.00%−27−100.0%Sold out
Valued Wealth Advisors LLC0$00.00%−19−100.0%Sold out
Evermay Wealth Management LLC0$00.00%−12−100.0%Sold out
Bank of New Hampshire0$00.00%−9−100.0%Sold out
Sofos Investments, Inc.0$00.00%−4−100.0%Sold out
Sandy Spring Bank0$00.00%−4−100.0%Sold out
Nelson, Van Denburg & Campbell Wealth Management Group, LLC0$00.00%−3−100.0%Sold out
Truvestments Capital LLC0$00.00%−3−100.0%Sold out
Newbridge Financial Services Group, Inc.0$00.00%−3−100.0%Sold out
Assetmark, Inc0$00.00%−2−100.0%Sold out