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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, 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
SBI Securities Co., Ltd.471$9.67K0.00%−128−21.4%Reduced
Huntington National Bank455$9.34K0.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec426$8.75K0.00%00.0%Unchanged
Allworth Financial LP406$8.34K0.00%+234+136.0%Added
Massmutual Trust Co FSB312$6.41K0.00%−2−0.6%Reduced
California State Teachers Retirement System218$4.48K0.00%−621−74.0%Reduced
Atlantic Union Bankshares Corp200$4.11K0.00%00.0%Unchanged
Essential Partners LLC177$3.63K0.00%+62+53.9%Added
Montgomery Financial Services LLC151$3.10K0.00%+151New
Simplex Trading, LLC140$2.87K0.00%−1,135−89.0%Reduced
Jones Financial Companies LLLP136$2.85K0.00%+85+166.7%Added
Rothschild Investment LLC134$2.75K0.00%+63+88.7%Added
Farther Finance Advisors, LLC116$2.40K0.00%+23+24.7%Added
EverSource Wealth Advisors, LLC115$2.36K0.00%−547−82.6%Reduced
Private Wealth Management Group, LLC113$2.32K0.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.106$2.18K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC105$2.16K0.00%+100+2,000.0%Added
Fifth Third Bancorp100$2.05K0.00%−436−81.3%Reduced
TSFG, LLC76$2.00K0.00%+1+1.3%Added
Parallel Advisors, LLC88$1.81K0.00%−25−22.1%Reduced
Picton Mahoney Asset Management80$1.64K0.00%+80New
IFP Advisors, Inc60$1.23K0.00%+5+9.1%Added
Global Retirement Partners, LLC57$1.17K0.00%+57New
Larson Financial Group LLC54$1.11K0.00%+1+1.9%Added
Tompkins Financial Corp49$1.01K0.00%00.0%Unchanged
Avion Wealth67$1.00K0.00%00.0%Unchanged
Quarry LP46$9440.00%+46New
Optiver Holding B.V.42$8620.00%−120−74.1%Reduced
Parkside Financial Bank & Trust35$7190.00%00.0%Unchanged
Fortitude Family Office, LLC35$7190.00%00.0%Unchanged
International Assets Investment Management, LLC35$7190.00%+5+16.7%Added
Salem Investment Counselors Inc25$5170.00%00.0%Unchanged
True Wealth Design, LLC19$3910.00%00.0%Unchanged
Clearstead Advisors, LLC15$3090.00%+15New
AdvisorNet Financial, Inc14$2800.00%+1+7.7%Added
IFG Advisory, LLC12$2460.00%+12New
Harbour Investments, Inc.11$2260.00%00.0%Unchanged
TD Waterhouse Canada Inc.11$2260.00%00.0%Unchanged
Ameritas Advisory Services, LLC11$2260.00%+11New
HM Payson & Co10$2060.00%00.0%Unchanged
Vision Retirement, LLC10$2000.00%00.0%Unchanged
Colonial Trust Co9$1850.00%00.0%Unchanged
North Star Investment Management Corp.8$1640.00%00.0%Unchanged
Golden State Wealth Management, LLC8$1640.00%00.0%Unchanged
Compass Financial Management LLC8$1600.00%+8New
Boyd Watterson Asset Management LLC6$1230.00%00.0%Unchanged
Rockefeller Capital Management L.P.6$1230.00%00.0%Unchanged
Pension & Wealth Management Advisors, Inc.6$1230.00%00.0%Unchanged
Private Trust Co NA5$1030.00%00.0%Unchanged
Albion Financial Group4$830.00%00.0%Unchanged
Wolff Wiese Magana LLC4$830.00%00.0%Unchanged
Assetmark, Inc4$820.00%00.0%Unchanged
CoreCap Advisors, LLC4$820.00%00.0%Unchanged
US Bancorp3$620.00%00.0%Unchanged
Strategic Wealth Partners, Ltd.2$490.00%00.0%Unchanged
Vision Financial Markets LLC2$420.00%00.0%Unchanged
SJS Investment Consulting Inc.2$420.00%+1+100.0%Added
Colonial Trust Advisors2$410.00%00.0%Unchanged
Founders Capital Management2$410.00%00.0%Unchanged
Glen Eagle Advisors, LLC2$410.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd2$410.00%+2New
Eukles Asset Management1$210.00%00.0%Unchanged
Fortis Group Advisors, LLC1$210.00%00.0%Unchanged
JPL Wealth Management, LLC1$210.00%+1New
Point Nemo Capital, LLC1$110.00%+1New
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