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 2024
Institutional positions in RMR Group Inc. as of Dec 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
- 168
- −7 vs. Q3 2024
- Shares held
- 12.2M
- +4.81K (0.0%) vs. Q3 2024
- Total value
- $252.2M
- −$57.9M (−18.7%) vs. Q3 2024
- New holders
- 24
- 52 more added
- Sold out
- 31
- 45 more reduced
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding RMR Group Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Alliancebernstein L.P. | 14,997 | $309.5K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 15,202 | $313.8K | 0.00% | −1,350−8.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 15,670 | $323.4K | 0.00% | −1,947−11.1% | Reduced |
| Corsair Capital Management, L.P. | 16,241 | $335.2K | 0.07% | −5,000−23.5% | Reduced |
| Legal & General Group Plc | 16,395 | $338.4K | 0.00% | +1,132+7.4% | Added |
| Quinn Opportunity Partners LLC | 16,556 | $341.7K | 0.02% | −8,444−33.8% | Reduced |
| Sterling Capital Management LLC | 17,155 | $354.1K | 0.00% | +16,099+1,524.5% | Added |
| NewEdge Wealth, LLC | 18,585 | $383.6K | 0.01% | +18,585 | New |
| Aviance Capital Partners, LLC | 19,129 | $394.8K | 0.05% | +19,129 | New |
| CastleKnight Management LP | 20,103 | $414.9K | 0.05% | −5,000−19.9% | Reduced |
| Lazard Asset Management LLC | 21,125 | $436.0K | 0.00% | +6,578+45.2% | Added |
| AQR Capital Management LLC | 21,382 | $441.3K | 0.00% | −14,697−40.7% | Reduced |
| BayBridge Capital Group, LLC | 21,827 | $450.5K | 0.33% | +1,671+8.3% | Added |
| Unison Advisors LLC | 21,871 | $451.4K | 0.05% | +379+1.8% | Added |
| Pacific Ridge Capital Partners, LLC | 22,065 | $455.4K | 0.10% | 00.0% | Unchanged |
| UBS Group AG | 23,165 | $478.1K | 0.00% | +7,471+47.6% | Added |
| Bank of America Corp | 23,831 | $491.9K | 0.00% | +2,460+11.5% | Added |
| Engineers Gate Manager LP | 27,071 | $558.7K | 0.01% | +27,071 | New |
| Swiss National Bank | 28,125 | $580.5K | 0.00% | −2,667−8.7% | Reduced |
| Two Sigma Advisers, LP | 28,200 | $582.0K | 0.00% | −9,200−24.6% | Reduced |
| Two Sigma Investments, LP | 29,077 | $600.1K | 0.00% | −25,222−46.5% | Reduced |
| Janney Montgomery Scott LLC | 29,141 | $601.0K | 0.00% | −961−3.2% | Reduced |
| Segall Bryant & Hamill, LLC | 29,217 | $603.0K | 0.01% | +29,217 | New |
| State Board of Administration of Florida Retirement System | 31,701 | $654.3K | 0.00% | +8,937+39.3% | Added |
| American Century Companies Inc | 31,993 | $660.3K | 0.00% | +1,440+4.7% | Added |
| Russell Investments Group, Ltd. | 33,218 | $685.6K | 0.00% | −3,886−10.5% | Reduced |
| Harbor Capital Advisors, Inc. | 33,737 | $696.0K | 0.03% | +408+1.2% | Added |
| Third Avenue Management LLC | 37,000 | $763.7K | 0.15% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 38,171 | $787.9K | 0.00% | −144,340−79.1% | Reduced |
| Price T Rowe Associates Inc | 38,443 | $794.0K | 0.00% | +4,910+14.6% | Added |
| UBS Asset Management Americas Inc | 42,337 | $873.8K | 0.00% | +5,841+16.0% | Added |
| Allspring Global Investments Holdings, LLC | 45,341 | $935.8K | 0.00% | −16,500−26.7% | Reduced |
| Linden Thomas Advisory Services, LLC | 46,982 | $969.7K | 0.12% | −1,255−2.6% | Reduced |
| CWA Asset Management Group, LLC | 48,029 | $991.3K | 0.05% | +29,568+160.2% | Added |
| Globeflex Capital L P | 53,150 | $1.10M | 0.09% | +6,015+12.8% | Added |
| Rhumbline Advisers | 53,230 | $1.10M | 0.00% | +516+1.0% | Added |
| Barclays PLC | 53,742 | $1.11M | 0.00% | +3,068+6.1% | Added |
| Jacobs Levy Equity Management, Inc | 56,987 | $1.18M | 0.00% | +3,079+5.7% | Added |
| First Trust Advisors LP | 57,423 | $1.19M | 0.00% | −686−1.2% | Reduced |
| Los Angeles Capital Management LLC | 61,948 | $1.28M | 0.01% | −11,300−15.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 65,796 | $1.36M | 0.00% | −119,723−64.5% | Reduced |
| Stifel Financial Corp | 66,184 | $1.37M | 0.00% | +771+1.2% | Added |
| O'Shaughnessy Asset Management, LLC | 66,880 | $1.38M | 0.01% | −5,017−7.0% | Reduced |
| Martingale Asset Management L P | 68,911 | $1.42M | 0.03% | +662+1.0% | Added |
| Teacher Retirement System of Texas | 70,171 | $1.45M | 0.01% | −21,010−23.0% | Reduced |
| Ameriprise Financial Inc | 71,252 | $1.47M | 0.00% | +31,285+78.3% | Added |
| Baird Financial Group, Inc. | 74,475 | $1.54M | 0.00% | +12,763+20.7% | Added |
| Morgan Stanley | 84,338 | $1.74M | 0.00% | −4,687−5.3% | Reduced |
| Millennium Management LLC | 108,619 | $2.24M | 0.00% | +70,127+182.2% | Added |
| Bank of New York Mellon Corp | 116,097 | $2.40M | 0.00% | −22,772−16.4% | Reduced |
| Charles Schwab Investment Management Inc | 128,352 | $2.65M | 0.00% | +148+0.1% | Added |
| JPMorgan Chase & Co | 130,962 | $2.70M | 0.00% | +17,980+15.9% | Added |
| Goldman Sachs Group Inc | 134,848 | $2.78M | 0.00% | +17,597+15.0% | Added |
| Citadel Advisors LLC | 155,290 | $3.21M | 0.00% | −2,622−1.7% | Reduced |
| Northern Trust Corp | 168,664 | $3.48M | 0.00% | +14,177+9.2% | Added |
| Lincluden Management Ltd | 290,000 | $5.99M | 0.72% | 00.0% | Unchanged |
| Garner Asset Management Corp | 321,684 | $6.52M | 3.02% | +33,411+11.6% | Added |
| Dimensional Fund Advisors LP | 380,112 | $7.85M | 0.00% | +26,661+7.5% | Added |
| State Street Corp | 387,717 | $8.00M | 0.00% | +13,278+3.5% | Added |
| Geode Capital Management, LLC | 434,398 | $8.97M | 0.00% | +10,090+2.4% | Added |
| Royce & Associates LP | 437,442 | $9.03M | 0.08% | −44,000−9.1% | Reduced |
| Nantahala Capital Management, LLC | 450,792 | $9.30M | 0.65% | +111,306+32.8% | Added |
| Renaissance Technologies LLC | 487,214 | $10.1M | 0.01% | +22,300+4.8% | Added |
| Invesco Ltd. | 523,013 | $10.8M | 0.00% | −4,481−0.8% | Reduced |
| Federated Hermes, Inc. | 539,276 | $11.1M | 0.02% | +10,291+1.9% | Added |
| Hotchkis & Wiley Capital Management LLC | 883,480 | $18.2M | 0.06% | +58,200+7.1% | Added |
| BlackRock, Inc. | 1,843,567 | $38.1M | 0.00% | +2,260+0.1% | Added |
| Vanguard Group Inc | 2,281,530 | $47.1M | 0.00% | −2,056−0.1% | Reduced |
| Deerfield Management Company, L.P. (Series C) | 0 | $0 | 0.00% | −18,170−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −18,141−100.0% | Sold out |
| Kovack Advisors, Inc. | 0 | $0 | 0.00% | −15,769−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −12,322−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −12,051−100.0% | Sold out |
| Seizert Capital Partners, LLC | 0 | $0 | 0.00% | −10,658−100.0% | Sold out |
| Stoneridge Investment Partners LLC | 0 | $0 | 0.00% | −10,226−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −9,253−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −9,145−100.0% | Sold out |
| Fiduciary Financial Group, LLC | 0 | $0 | 0.00% | −8,619−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −3,200−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −3,177−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −1,041−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −651−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −259−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −126−100.0% | Sold out |
| Private Wealth Management Group, LLC | 0 | $0 | 0.00% | −73−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −64−100.0% | Sold out |
| Smartleaf Asset Management LLC | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Main Street Group, LTD | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Cornerstone Planning Group LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Northwest Financial Advisors | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Beacon Capital Management, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Sachetta, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Live Oak Investment Partners | 0 | $0 | 0.00% | – | Sold out |