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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, 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.

Institutional holdersQ1 2026: 169 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 2026: $196.1M
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 2026

Shares, value and share of portfolio for each institution holding RMR Group Inc.; share changes are against Q4 2025.

Institutions holding RMR in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
California State Teachers Retirement System839$13.0K0.00%−114−12.0%Reduced
MAI Capital Management747$11.6K0.00%+391+109.8%Added
Versant Capital Management, Inc731$11.3K0.00%+23+3.2%Added
EverSource Wealth Advisors, LLC662$10.2K0.00%−21−3.1%Reduced
Covestor Ltd657$10.0K0.01%+6+0.9%Added
SBI Securities Co., Ltd.599$9.27K0.00%−547−47.7%Reduced
Fifth Third Bancorp536$8.29K0.00%+536New
Huntington National Bank455$7.04K0.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec426$6.59K0.00%00.0%Unchanged
Massmutual Trust Co FSB314$4.86K0.00%−2−0.6%Reduced
Atlantic Union Bankshares Corp200$3.09K0.00%00.0%Unchanged
Allworth Financial LP172$2.66K0.00%+126+273.9%Added
Optiver Holding B.V.162$2.51K0.00%−104−39.1%Reduced
Intentional Wealth Strategies, LLC119$1.84K0.00%+119New
Essential Partners LLC115$1.78K0.00%−41−26.3%Reduced
Private Wealth Management Group, LLC113$1.75K0.00%00.0%Unchanged
Parallel Advisors, LLC113$1.75K0.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.106$1.64K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.94$1.45K0.00%+52+123.8%Added
Farther Finance Advisors, LLC93$1.44K0.00%00.0%Unchanged
Rothschild Investment LLC71$1.10K0.00%+18+34.0%Added
TSFG, LLC75$1.00K0.00%00.0%Unchanged
Avion Wealth67$1.00K0.00%00.0%Unchanged
IFP Advisors, Inc55$8510.00%00.0%Unchanged
Larson Financial Group LLC53$8180.00%+2+3.9%Added
Jones Financial Companies LLLP51$7830.00%+48+1,600.0%Added
Tompkins Financial Corp49$7580.00%00.0%Unchanged
GWM Advisors LLC46$7140.00%−343−88.2%Reduced
Rossby Financial, LCC42$6510.00%00.0%Unchanged
Root Financial Partners, LLC40$6190.00%+40New
Parkside Financial Bank & Trust35$5420.00%00.0%Unchanged
Fortitude Family Office, LLC35$5410.00%00.0%Unchanged
International Assets Investment Management, LLC30$4650.00%00.0%Unchanged
Salem Investment Counselors Inc25$3900.00%+25New
True Wealth Design, LLC19$2940.00%−32−62.7%Reduced
Advisors Asset Management, Inc.18$2780.00%00.0%Unchanged
Advisory Services Network, LLC18$2780.00%+18New
Ares Financial Consulting, LLC16$2480.00%+16New
AdvisorNet Financial, Inc13$2060.00%00.0%Unchanged
Sunbelt Securities, Inc.13$1970.00%+1+8.3%Added
Harbour Investments, Inc.11$1700.00%+8+266.7%Added
TD Waterhouse Canada Inc.11$1700.00%+11New
HM Payson & Co10$1550.00%00.0%Unchanged
Vision Retirement, LLC10$1480.00%+1+11.1%Added
Colonial Trust Co9$1390.00%00.0%Unchanged
North Star Investment Management Corp.8$1240.00%00.0%Unchanged
Golden State Wealth Management, LLC8$1240.00%00.0%Unchanged
Gleason Group, Inc.8$1240.00%+8New
Pension & Wealth Management Advisors, Inc.6$930.00%−9−60.0%Reduced
Boyd Watterson Asset Management LLC6$930.00%00.0%Unchanged
Rockefeller Capital Management L.P.6$930.00%00.0%Unchanged
Private Trust Co NA5$770.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC5$770.00%00.0%Unchanged
Whittier Trust Co4$640.00%00.0%Unchanged
Sound Income Strategies, LLC4$620.00%00.0%Unchanged
Albion Financial Group4$620.00%00.0%Unchanged
Assetmark, Inc4$620.00%00.0%Unchanged
Wolff Wiese Magana LLC4$620.00%00.0%Unchanged
CoreCap Advisors, LLC4$620.00%00.0%Unchanged
US Bancorp3$460.00%−51−94.4%Reduced
Strategic Wealth Partners, Ltd.2$370.00%00.0%Unchanged
Vision Financial Markets LLC2$310.00%00.0%Unchanged
Colonial Trust Advisors2$310.00%00.0%Unchanged
Founders Capital Management2$310.00%00.0%Unchanged
Glen Eagle Advisors, LLC2$310.00%00.0%Unchanged
Prestige Wealth Management Group LLC1$160.00%00.0%Unchanged
SJS Investment Consulting Inc.1$160.00%00.0%Unchanged
Eukles Asset Management1$150.00%00.0%Unchanged
Fortis Group Advisors, LLC1$150.00%00.0%Unchanged
Commons Capital, LLC0$00.00%−69,311−100.0%Sold out
Millennium Management LLC0$00.00%−58,556−100.0%Sold out
Ameriprise Financial Inc0$00.00%−57,298−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−30,206−100.0%Sold out
Squarepoint Ops LLC0$00.00%−29,931−100.0%Sold out
Jacobs Levy Equity Management, Inc0$00.00%−27,410−100.0%Sold out
Jane Street Group, LLC0$00.00%−24,109−100.0%Sold out
Exchange Traded Concepts, LLC0$00.00%−16,574−100.0%Sold out
Verition Fund Management LLC0$00.00%−15,300−100.0%Sold out
SEI Investments Co0$00.00%−13,444−100.0%Sold out
XTX Topco Ltd0$00.00%−13,341−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−12,231−100.0%Sold out
Public Employees Retirement System of Ohio0$00.00%−3,787−100.0%Sold out
Quest Partners LLC0$00.00%−3,084−100.0%Sold out
Amalgamated Bank0$00.00%−488−100.0%Sold out
Bare Financial Services, Inc0$00.00%−32−100.0%Sold out
WPG Advisers, LLC0$00.00%−25−100.0%Sold out
McMillan Office, Inc.0$00.00%−24−100.0%Sold out
Transamerica Financial Advisors, Inc.0$00.00%−22−100.0%Sold out
Eq Wealth Advisors, LLC0$00.00%−20−100.0%Sold out
South State Corp.0$00.00%−17−100.0%Sold out
Flagship Harbor Advisors, LLC0$00.00%−3−100.0%Sold out
Dunhill Financial, LLC0$00.00%−1−100.0%Sold out
Vanguard Group Inc––––Not filed
CIBC Private Wealth Group, LLC––––Not filed
Comerica Bank––––Not filed
Global Retirement Partners, LLC––––Not filed