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 2026
Institutional positions in RMR Group Inc. as of Mar 31, 2026. 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
- 169
- +3 vs. Q4 2025
- Shares held
- 12.7M
- +1.76M (+16.1%) vs. Q4 2025
- Total value
- $196.1M
- +$33.4M (+20.5%) vs. Q4 2025
- New holders
- 26
- 48 more added
- Sold out
- 23
- 38 more reduced
4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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 2026
Shares, value and share of portfolio for each institution holding RMR Group Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Eukles Asset Management | 1 | $15 | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 1 | $15 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1 | $16 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1 | $16 | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 2 | $31 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 2 | $31 | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 2 | $31 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 2 | $31 | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 2 | $37 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3 | $46 | 0.00% | −51−94.4% | Reduced |
| Sound Income Strategies, LLC | 4 | $62 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 4 | $62 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 4 | $62 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 4 | $62 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 4 | $62 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 4 | $64 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 5 | $77 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 5 | $77 | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 6 | $93 | 0.00% | −9−60.0% | Reduced |
| Boyd Watterson Asset Management LLC | 6 | $93 | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 6 | $93 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 8 | $124 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 8 | $124 | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 8 | $124 | 0.00% | +8 | New |
| Colonial Trust Co | 9 | $139 | 0.00% | 00.0% | Unchanged |
| Vision Retirement, LLC | 10 | $148 | 0.00% | +1+11.1% | Added |
| HM Payson & Co | 10 | $155 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 11 | $170 | 0.00% | +8+266.7% | Added |
| TD Waterhouse Canada Inc. | 11 | $170 | 0.00% | +11 | New |
| Sunbelt Securities, Inc. | 13 | $197 | 0.00% | +1+8.3% | Added |
| AdvisorNet Financial, Inc | 13 | $206 | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 16 | $248 | 0.00% | +16 | New |
| Advisors Asset Management, Inc. | 18 | $278 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 18 | $278 | 0.00% | +18 | New |
| True Wealth Design, LLC | 19 | $294 | 0.00% | −32−62.7% | Reduced |
| Salem Investment Counselors Inc | 25 | $390 | 0.00% | +25 | New |
| International Assets Investment Management, LLC | 30 | $465 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 35 | $541 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 35 | $542 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 40 | $619 | 0.00% | +40 | New |
| Rossby Financial, LCC | 42 | $651 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 46 | $714 | 0.00% | −343−88.2% | Reduced |
| Tompkins Financial Corp | 49 | $758 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 51 | $783 | 0.00% | +48+1,600.0% | Added |
| Larson Financial Group LLC | 53 | $818 | 0.00% | +2+3.9% | Added |
| IFP Advisors, Inc | 55 | $851 | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 75 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 67 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 71 | $1.10K | 0.00% | +18+34.0% | Added |
| Farther Finance Advisors, LLC | 93 | $1.44K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 94 | $1.45K | 0.00% | +52+123.8% | Added |
| Brown, Lisle/Cummings, Inc. | 106 | $1.64K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 113 | $1.75K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 113 | $1.75K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 115 | $1.78K | 0.00% | −41−26.3% | Reduced |
| Intentional Wealth Strategies, LLC | 119 | $1.84K | 0.00% | +119 | New |
| Optiver Holding B.V. | 162 | $2.51K | 0.00% | −104−39.1% | Reduced |
| Allworth Financial LP | 172 | $2.66K | 0.00% | +126+273.9% | Added |
| Atlantic Union Bankshares Corp | 200 | $3.09K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 314 | $4.86K | 0.00% | −2−0.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 426 | $6.59K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 455 | $7.04K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 536 | $8.29K | 0.00% | +536 | New |
| SBI Securities Co., Ltd. | 599 | $9.27K | 0.00% | −547−47.7% | Reduced |
| Covestor Ltd | 657 | $10.0K | 0.01% | +6+0.9% | Added |
| EverSource Wealth Advisors, LLC | 662 | $10.2K | 0.00% | −21−3.1% | Reduced |
| Versant Capital Management, Inc | 731 | $11.3K | 0.00% | +23+3.2% | Added |
| MAI Capital Management | 747 | $11.6K | 0.00% | +391+109.8% | Added |
| California State Teachers Retirement System | 839 | $13.0K | 0.00% | −114−12.0% | Reduced |
| GAMMA Investing LLC | 845 | $13.1K | 0.00% | +252+42.5% | Added |
| Nisa Investment Advisors, LLC | 891 | $13.8K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 1,030 | $15.9K | 0.00% | +575+126.4% | Added |
| The PNC Financial Services Group, Inc. | 1,140 | $17.6K | 0.00% | −583−33.8% | Reduced |
| Virtue Capital Management, LLC | 10,000 | $18.8K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,260 | $19.5K | 0.00% | −1−0.1% | Reduced |
| Simplex Trading, LLC | 1,275 | $19.7K | 0.00% | −417−24.6% | Reduced |
| Tower Research Capital LLC (TRC) | 1,315 | $20.3K | 0.00% | +579+78.7% | Added |
| Ameritas Investment Partners, Inc. | 1,361 | $21.1K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 1,402 | $21.7K | 0.00% | +300+27.2% | Added |
| New York State Teachers Retirement System | 1,410 | $22.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,459 | $22.6K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 1,660 | $25.7K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,823 | $28.0K | 0.00% | −357−16.4% | Reduced |
| State of Alaska, Department of Revenue | 2,758 | $42.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 2,852 | $44.1K | 0.00% | +1,393+95.5% | Added |
| STRS Ohio | 3,000 | $46.4K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,328 | $51.5K | 0.00% | −270−7.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 3,339 | $51.7K | 0.02% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 3,416 | $52.8K | 0.00% | −182−5.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 4,948 | $76.5K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 5,659 | $87.5K | 0.00% | −339−5.7% | Reduced |
| Wells Fargo & Company | 6,063 | $93.8K | 0.00% | −11,418−65.3% | Reduced |
| Vanguard Global Advisers, LLC | 6,306 | $97.6K | 0.00% | +6,306 | New |
| Aquatic Capital Management LLC | 6,524 | $100.9K | 0.00% | +152+2.4% | Added |
| JPMorgan Chase & Co | 7,217 | $111.4K | 0.00% | −39,221−84.5% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 7,391 | $114.3K | 0.00% | +170+2.4% | Added |
| Los Angeles Capital Management LLC | 7,871 | $121.8K | 0.00% | +7,871 | New |
| MetLife Investment Management | 8,290 | $128.2K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 8,837 | $136.7K | 0.02% | +8,837 | New |
| Jump Financial, LLC | 10,000 | $154.7K | 0.00% | +10,000 | New |