Skip to main content

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.

Institutional holdersQ2 2026: 165 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 2026: $265.1M
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, Q2 2026

Shares, value and share of portfolio for each institution holding RMR Group Inc.; share changes are against Q1 2026.

Institutions holding RMR in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Sterling Capital Management LLC12,497$256.6K0.00%+1,396+12.6%Added
Prudential Financial Inc13,254$272.1K0.00%+220+1.7%Added
Harbor Capital Advisors, Inc.14,372$295.0K0.02%−173−1.2%Reduced
Deutsche Bank AG14,477$297.2K0.00%−15,558−51.8%Reduced
Alliancebernstein L.P.23,797$368.1K0.00%−1,113−4.5%Reduced
FMR LLC19,231$394.8K0.00%−16−0.1%Reduced
Kestra Private Wealth Services, LLC19,238$395.0K0.00%+19,238New
Numerai GP LLC20,098$412.6K0.03%−10,303−33.9%Reduced
Wells Fargo & Company20,178$414.2K0.00%+14,115+232.8%Added
Rhumbline Advisers20,512$421.1K0.00%+163+0.8%Added
Verdad Advisers, LP22,496$461.8K0.44%+22,496New
Creative Planning23,951$491.7K0.00%+6,838+40.0%Added
UBS Group AG25,242$518.2K0.00%+4,121+19.5%Added
Two Sigma Investments, LP25,366$520.8K0.00%−42,825−62.8%Reduced
Susquehanna Portfolio Strategies, LLC25,758$528.8K0.01%+15,680+155.6%Added
Janney Montgomery Scott LLC28,183$579.0K0.00%+123+0.4%Added
Martingale Asset Management L P28,821$591.7K0.01%−2,500−8.0%Reduced
New Age Alpha Advisors, LLC29,780$611.4K0.03%00.0%Unchanged
American Century Companies Inc30,954$635.5K0.00%−17,393−36.0%Reduced
CWM Advisors, LLC32,849$674.4K0.03%−549−1.6%Reduced
Invesco Ltd.33,363$684.9K0.00%+1,560+4.9%Added
Pavaki Capital Management LLC35,500$728.8K0.42%00.0%Unchanged
AlphaCore Capital LLC35,735$733.6K0.01%−43,541−54.9%Reduced
Prelude Capital Management, LLC36,046$740.0K0.05%−11,658−24.4%Reduced
Barclays PLC38,050$781.2K0.00%−1,093−2.8%Reduced
Globeflex Capital L P41,500$852.0K0.11%00.0%Unchanged
Principal Financial Group Inc44,263$908.7K0.00%+3,123+7.6%Added
Nuveen, LLC50,022$1.03M0.00%+16,836+50.7%Added
Russell Investments Group, Ltd.55,548$1.14M0.00%+6,142+12.4%Added
Trexquant Investment LP58,651$1.20M0.01%+23,258+65.7%Added
Ritholtz Wealth Management59,414$1.22M0.02%+37,112+166.4%Added
Corsair Capital Management, L.P.60,000$1.23M0.16%+60,000New
Price T Rowe Associates Inc64,253$1.32M0.00%+8,917+16.1%Added
GWM Advisors LLC64,355$1.32M0.00%+64,309+139,802.2%Added
Tudor Investment Corp Et Al64,511$1.32M0.01%+64,511New
Norges Bank69,800$1.43M0.00%+69,800New
Linden Thomas Advisory Services, LLC77,364$1.59M0.13%+29,594+62.0%Added
Bank of New York Mellon Corp79,453$1.63M0.00%+1,491+1.9%Added
AQR Capital Management LLC84,656$1.74M0.00%+35,518+72.3%Added
Quantinno Capital Management LP87,083$1.79M0.00%+20,254+30.3%Added
Aviance Capital Partners, LLC89,340$1.83M0.19%−794−0.9%Reduced
Stifel Financial Corp95,395$1.96M0.00%−8,036−7.8%Reduced
CWA Asset Management Group, LLC98,576$2.02M0.06%+10,060+11.4%Added
Jefferies Financial Group Inc.102,511$2.10M0.02%−8,500−7.7%Reduced
Truvestments Capital LLC104,815$2.15M0.32%+7,115+7.3%Added
Vanguard Fiduciary Trust Co106,967$2.20M0.00%+5,204+5.1%Added
Charles Schwab Investment Management Inc136,039$2.79M0.00%+1,865+1.4%Added
Goldman Sachs Group Inc186,768$3.83M0.00%+39,826+27.1%Added
Northern Trust Corp188,393$3.87M0.00%+10,426+5.9%Added
O'Shaughnessy Asset Management, LLC193,846$3.98M0.02%+17,250+9.8%Added
Lincluden Management Ltd290,000$5.95M0.58%00.0%Unchanged
Dimensional Fund Advisors LP310,912$6.38M0.00%+8,163+2.7%Added
Garner Asset Management Corp332,472$6.81M2.21%−25,279−7.1%Reduced
Hotchkis & Wiley Capital Management LLC390,120$8.01M0.02%+51,820+15.3%Added
State Street Corp406,118$8.34M0.00%+5,051+1.3%Added
Renaissance Technologies LLC418,714$8.60M0.01%−21,100−4.8%Reduced
Geode Capital Management, LLC480,913$9.87M0.00%+12,832+2.7%Added
Federated Hermes, Inc.535,817$11.0M0.02%+8,513+1.6%Added
Vanguard Capital Management LLC693,823$14.2M0.00%+21,745+3.2%Added
Morgan Stanley762,493$15.7M0.00%−174,527−18.6%Reduced
Bank of America Corp859,675$17.6M0.00%−81,577−8.7%Reduced
Flat Footed LLC861,507$17.7M3.06%+58,768+7.3%Added
Vanguard Portfolio Management LLC875,317$18.0M0.00%+12,954+1.5%Added
Nantahala Capital Management, LLC1,147,902$23.6M1.42%00.0%Unchanged
BlackRock, Inc.1,483,326$30.5M0.00%+132,621+9.8%Added
Marshall Wace, LLP0$00.00%−100,058−100.0%Sold out
Citadel Advisors LLC0$00.00%−49,885−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−25,126−100.0%Sold out
Odyssean, LLC0$00.00%−19,457−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−15,091−100.0%Sold out
Engineers Gate Manager LP0$00.00%−14,630−100.0%Sold out
Jump Financial, LLC0$00.00%−10,000−100.0%Sold out
Los Angeles Capital Management LLC0$00.00%−7,871−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−6,524−100.0%Sold out
Virtue Capital Management, LLC0$00.00%−10,000−100.0%Sold out
MAI Capital Management0$00.00%−747−100.0%Sold out
Intentional Wealth Strategies, LLC0$00.00%−119−100.0%Sold out
Rossby Financial, LCC0$00.00%−42−100.0%Sold out
Root Financial Partners, LLC0$00.00%−40−100.0%Sold out
Advisors Asset Management, Inc.0$00.00%−18−100.0%Sold out
Advisory Services Network, LLC0$00.00%−18−100.0%Sold out
Ares Financial Consulting, LLC0$00.00%−16−100.0%Sold out
Gleason Group, Inc.0$00.00%−8−100.0%Sold out
Whittier Trust Co0$00.00%−4−100.0%Sold out
Sound Income Strategies, LLC0$00.00%−4−100.0%Sold out
Prestige Wealth Management Group LLC0$00.00%−1−100.0%Sold out
DGS Capital Management, LLC––––Not filed
CWM, LLC––––Not filed
Sunbelt Securities, Inc.––––Not filed