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 2026
Institutional positions in RMR Group Inc. as of Jun 30, 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
- 165
- −1 vs. Q1 2026
- Shares held
- 12.9M
- +249.1K (+2.0%) vs. Q1 2026
- Total value
- $265.1M
- +$69.2M (+35.4%) vs. Q1 2026
- New holders
- 20
- 60 more added
- Sold out
- 21
- 33 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding RMR Group Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Point Nemo Capital, LLC | 1 | $11 | 0.00% | +1 | New |
| Eukles Asset Management | 1 | $21 | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 1 | $21 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 1 | $21 | 0.00% | +1 | New |
| Colonial Trust Advisors | 2 | $41 | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 2 | $41 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 2 | $41 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 2 | $41 | 0.00% | +2 | New |
| Vision Financial Markets LLC | 2 | $42 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2 | $42 | 0.00% | +1+100.0% | Added |
| Strategic Wealth Partners, Ltd. | 2 | $49 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3 | $62 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 4 | $82 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 4 | $82 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 4 | $83 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 4 | $83 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 5 | $103 | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 6 | $123 | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 6 | $123 | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 6 | $123 | 0.00% | 00.0% | Unchanged |
| Compass Financial Management LLC | 8 | $160 | 0.00% | +8 | New |
| North Star Investment Management Corp. | 8 | $164 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 8 | $164 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 9 | $185 | 0.00% | 00.0% | Unchanged |
| Vision Retirement, LLC | 10 | $200 | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 10 | $206 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 11 | $226 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 11 | $226 | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 11 | $226 | 0.00% | +11 | New |
| IFG Advisory, LLC | 12 | $246 | 0.00% | +12 | New |
| AdvisorNet Financial, Inc | 14 | $280 | 0.00% | +1+7.7% | Added |
| Clearstead Advisors, LLC | 15 | $309 | 0.00% | +15 | New |
| True Wealth Design, LLC | 19 | $391 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 25 | $517 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 35 | $719 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 35 | $719 | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 35 | $719 | 0.00% | +5+16.7% | Added |
| Optiver Holding B.V. | 42 | $862 | 0.00% | −120−74.1% | Reduced |
| Quarry LP | 46 | $944 | 0.00% | +46 | New |
| Avion Wealth | 67 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 49 | $1.01K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 54 | $1.11K | 0.00% | +1+1.9% | Added |
| Global Retirement Partners, LLC | 57 | $1.17K | 0.00% | +57 | New |
| IFP Advisors, Inc | 60 | $1.23K | 0.00% | +5+9.1% | Added |
| Picton Mahoney Asset Management | 80 | $1.64K | 0.00% | +80 | New |
| Parallel Advisors, LLC | 88 | $1.81K | 0.00% | −25−22.1% | Reduced |
| TSFG, LLC | 76 | $2.00K | 0.00% | +1+1.3% | Added |
| Fifth Third Bancorp | 100 | $2.05K | 0.00% | −436−81.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 105 | $2.16K | 0.00% | +100+2,000.0% | Added |
| Brown, Lisle/Cummings, Inc. | 106 | $2.18K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 113 | $2.32K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 115 | $2.36K | 0.00% | −547−82.6% | Reduced |
| Farther Finance Advisors, LLC | 116 | $2.40K | 0.00% | +23+24.7% | Added |
| Rothschild Investment LLC | 134 | $2.75K | 0.00% | +63+88.7% | Added |
| Jones Financial Companies LLLP | 136 | $2.85K | 0.00% | +85+166.7% | Added |
| Simplex Trading, LLC | 140 | $2.87K | 0.00% | −1,135−89.0% | Reduced |
| Montgomery Financial Services LLC | 151 | $3.10K | 0.00% | +151 | New |
| Essential Partners LLC | 177 | $3.63K | 0.00% | +62+53.9% | Added |
| Atlantic Union Bankshares Corp | 200 | $4.11K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 218 | $4.48K | 0.00% | −621−74.0% | Reduced |
| Massmutual Trust Co FSB | 312 | $6.41K | 0.00% | −2−0.6% | Reduced |
| Allworth Financial LP | 406 | $8.34K | 0.00% | +234+136.0% | Added |
| Federation des caisses Desjardins du Quebec | 426 | $8.75K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 455 | $9.34K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 471 | $9.67K | 0.00% | −128−21.4% | Reduced |
| Covestor Ltd | 720 | $15.0K | 0.01% | +63+9.6% | Added |
| Versant Capital Management, Inc | 731 | $15.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 891 | $18.3K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 910 | $18.7K | 0.00% | +65+7.7% | Added |
| SRS Capital Advisors, Inc. | 947 | $19.4K | 0.00% | +853+907.4% | Added |
| UBS Asset Management Americas Inc | 1,030 | $21.1K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,056 | $21.7K | 0.00% | −84−7.4% | Reduced |
| Signaturefd, LLC | 1,099 | $22.6K | 0.00% | +1,099 | New |
| Pinnacle Wealth Planning Services, Inc. | 1,260 | $25.9K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,361 | $27.9K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 1,410 | $29.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,459 | $30.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,015 | $41.4K | 0.00% | +700+53.2% | Added |
| BNP Paribas Arbitrage, SA | 2,186 | $44.9K | 0.00% | −1,230−36.0% | Reduced |
| Royal Bank of Canada | 2,184 | $45.0K | 0.00% | +361+19.8% | Added |
| State of Alaska, Department of Revenue | 2,758 | $56.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 3,000 | $61.6K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 3,036 | $62.3K | 0.02% | −303−9.1% | Reduced |
| Triumph Capital Management | 3,052 | $62.7K | 0.01% | +1,650+117.7% | Added |
| Advisor Group Holdings, Inc. | 4,609 | $94.8K | 0.00% | +1,281+38.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 4,948 | $101.6K | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 6,306 | $129.5K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 6,560 | $134.7K | 0.00% | +4,900+295.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 7,279 | $149.4K | 0.00% | −112−1.5% | Reduced |
| JPMorgan Chase & Co | 7,718 | $160.1K | 0.00% | +501+6.9% | Added |
| MetLife Investment Management | 9,879 | $202.8K | 0.00% | +1,589+19.2% | Added |
| Robeco Institutional Asset Management B.V. | 9,939 | $204.0K | 0.00% | −2,704−21.4% | Reduced |
| First Trust Advisors LP | 10,172 | $208.8K | 0.00% | −3,239−24.2% | Reduced |
| Citigroup Inc | 10,211 | $209.6K | 0.00% | +7,359+258.0% | Added |
| Cresset Asset Management, LLC | 10,233 | $210.1K | 0.00% | +10,233 | New |
| Quinn Opportunity Partners LLC | 10,263 | $210.7K | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 10,285 | $211.1K | 0.00% | +10,285 | New |
| Empowered Funds, LLC | 10,354 | $212.6K | 0.00% | +10,354 | New |
| State of Wyoming | 11,540 | $236.9K | 0.02% | +2,703+30.6% | Added |
| KLP Kapitalforvaltning AS | 11,600 | $238.1K | 0.00% | 00.0% | Unchanged |