RMR GROUP INC (RMR)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
157
Reporting holders
$286.9M
Reported value
0.8%
Held as options
-3
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Nantahala Capital Management, LLC | $47.1M | 2,295,804 | 0.78% | 23q | +100.0%+$23.6M |
| BlackRock, Inc. | $30.5M | 1,483,326 | 0.00% | 8q | +9.8%+$2.7M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $18.0M | 875,317 | 0.00% | 2q | +1.5%+$265.9K |
| Flat Footed LLC | $17.7M | 861,507 | 1.35% | 6q | +7.3%+$1.2M |
| BANK OF AMERICA CORP /DE/ | $17.6M | 859,675 | 0.00% | 31q | -8.7%-$1.7M |
| MORGAN STANLEY | $15.7M | 762,493 | 0.00% | 35q | -18.6%-$3.6M |
| VANGUARD CAPITAL MANAGEMENT LLC | $14.2M | 693,823 | 0.00% | 2q | +3.2%+$446.4K |
| FEDERATED HERMES, INC. | $11.0M | 535,817 | 0.02% | 28q | +1.6%+$174.8K |
| GEODE CAPITAL MANAGEMENT, LLC | $9.9M | 480,913 | 0.00% | 31q | +2.7%+$263.5K |
| RENAISSANCE TECHNOLOGIES LLC | $8.6M | 418,714 | 0.01% | 31q | -4.8%-$433.2K |
| STATE STREET CORP | $8.3M | 406,118 | 0.00% | 31q | +1.3%+$103.7K |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $8.0M | 390,120 | 0.02% | 26q | +15.3%+$1.1M |
| Garner Asset Management Corp | $6.8M | 332,472 | 2.21% | 19q | -7.1%-$517.8K |
| DIMENSIONAL FUND ADVISORS LP | $6.4M | 310,912 | 0.00% | 31q | +2.7%+$167.6K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $4.0M | 193,846 | 0.02% | 15q | +9.8%+$354.1K |
| NORTHERN TRUST CORP | $3.9M | 188,393 | 0.00% | 31q | +5.9%+$214.0K |
| GOLDMAN SACHS GROUP INC | $3.8M | 186,768 | 0.00% | 31q | +27.1%+$817.6K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $2.8M | 136,039 | 0.00% | 31q | +1.4%+$38.3K |
| Sixth Street Partners Management Company, L.P. | $2.8M | 136,039 | 0.00% | new | NEW |
| RITHOLTZ WEALTH MANAGEMENT | $2.4M | 118,828 | 0.02% | 4q | +432.8%+$2.0M |
| VANGUARD FIDUCIARY TRUST CO | $2.2M | 106,967 | 0.00% | 2q | +5.1%+$106.8K |
| Truvestments Capital LLC | $2.2M | 104,815 | 0.32% | 8q | +7.3%+$146.1K |
| Jefferies Financial Group Inc. | $2.1M | 102,511 | 0.01% | 3q | -7.7%-$174.5K |
| CWA Asset Management Group, LLC | $2.0M | 98,576 | 0.06% | 9q | +11.4%+$206.5K |
| STIFEL FINANCIAL CORP | $2.0M | 95,395 | 0.00% | 18q | -7.8%-$165.0K |
| Aviance Capital Partners, LLC | $1.8M | 89,340 | 0.19% | 7q | -0.9%-$16.3K |
| Quantinno Capital Management LP | $1.8M | 87,083 | 0.00% | 5q | +30.3%+$415.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.7M | options only | 0.00% | 2q | OPTIONS |
| AQR CAPITAL MANAGEMENT LLC | $1.7M | 84,656 | 0.00% | 11q | +72.3%+$729.2K |
| Bank of New York Mellon Corp | $1.6M | 79,453 | 0.00% | 31q | +1.9%+$30.6K |
| Linden Thomas Advisory Services, LLC | $1.6M | 77,364 | 0.13% | 15q | +62.0%+$607.6K |
| NORGES BANK | $1.4M | 69,800 | 0.00% | new | NEW |
| TUDOR INVESTMENT CORP ET AL | $1.3M | 64,511 | 0.00% | new | NEW |
| NewEdge Advisors, LLC | $1.3M | 64,355 | 0.00% | new | NEW |
| CORSAIR CAPITAL MANAGEMENT, L.P. | $1.2M | 60,000 | 0.15% | new | NEW |
| Trexquant Investment LP | $1.2M | 58,651 | 0.01% | 2q | +65.7%+$477.5K |
| Russell Investments Group, Ltd. | $1.1M | 55,548 | 0.00% | 31q | +12.4%+$126.1K |
| Nuveen, LLC | $1.0M | 50,022 | 0.00% | 6q | +50.7%+$345.6K |
| PRINCIPAL FINANCIAL GROUP INC | $908.7K | 44,263 | 0.00% | 2q | +7.6%+$64.1K |
| GLOBEFLEX CAPITAL L P | $852.0K | 41,500 | 0.11% | 31q | HELD |
| BARCLAYS PLC | $781.2K | 38,050 | 0.00% | 30q | -2.8%-$22.4K |
| PRELUDE CAPITAL MANAGEMENT, LLC | $740.0K | 36,046 | 0.05% | 3q | -24.4%-$239.3K |
| AlphaCore Capital LLC | $733.6K | 35,735 | 0.01% | 2q | -54.9%-$893.9K |
| Pavaki Capital Management LLC | $728.8K | 35,500 | 0.25% | 3q | HELD |
| Invesco Ltd. | $684.9K | 33,363 | 0.00% | 31q | +4.9%+$32.0K |
| Inspire Investing, LLC | $674.4K | 32,849 | 0.03% | 4q | -1.6%-$11.3K |
| AMERICAN CENTURY COMPANIES INC | $635.5K | 30,954 | 0.00% | 13q | -36.0%-$357.1K |
| New Age Alpha Advisors, LLC | $611.4K | 29,780 | 0.03% | 2q | HELD |
| MARTINGALE ASSET MANAGEMENT L P | $591.7K | 28,821 | 0.01% | 19q | -8.0%-$51.3K |
| Susquehanna Portfolio Strategies, LLC | $528.8K | 25,758 | 0.01% | 2q | +155.6%+$321.9K |
| TWO SIGMA INVESTMENTS, LP | $520.8K | 25,366 | 0.00% | 9q | -62.8%-$879.2K |
| UBS Group AG | $518.2K | 25,242 | 0.00% | 31q | +19.5%+$84.6K |
| Creative Planning | $491.7K | 23,951 | 0.00% | 4q | +40.0%+$140.4K |
| Verdad Advisers, LP | $461.8K | 22,496 | 0.44% | new | NEW |
| CITADEL ADVISORS LLC | $429.1K | options only | 0.00% | 31q | OPTIONS |
| MERCER GLOBAL ADVISORS INC /ADV | $422.3K | 20,570 | 0.00% | new | NEW |
| RHUMBLINE ADVISERS | $421.1K | 20,512 | 0.00% | 31q | +0.8%+$3.3K |
| WELLS FARGO & COMPANY/MN | $414.2K | 20,178 | 0.00% | 31q | +66.4%+$165.3K |
| Numerai GP LLC | $412.6K | 20,098 | 0.03% | 6q | -33.9%-$211.5K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $395.0K | 19,238 | 0.00% | new | NEW |
| FMR LLC | $394.8K | 19,231 | 0.00% | 31q | HELD |
| ALLIANCEBERNSTEIN L.P. | $368.1K | 23,797 | 0.00% | 31q | -4.5%-$17.2K |
| DEUTSCHE BANK AG\ | $297.2K | 14,477 | 0.00% | 34q | -51.8%-$319.4K |
| PRUDENTIAL FINANCIAL INC | $272.1K | 13,254 | 0.00% | 2q | +1.7%+$4.5K |
| Sterling Capital Management LLC | $256.6K | 12,497 | 0.00% | 9q | +12.6%+$28.7K |
| KLP KAPITALFORVALTNING AS | $238.1K | 11,600 | 0.00% | 7q | HELD |
| State of Wyoming | $236.9K | 11,540 | 0.02% | 2q | +30.6%+$55.5K |
| Empowered Funds, LLC | $212.6K | 10,354 | 0.00% | new | NEW |
| Quinn Opportunity Partners LLC | $210.7K | 10,263 | 0.01% | 2q | HELD |
| Cresset Asset Management, LLC | $210.1K | 10,233 | 0.00% | new | NEW |
| CITIGROUP INC | $209.6K | 10,211 | 0.00% | 31q | +258.0%+$151.1K |
| FIRST TRUST ADVISORS LP | $208.8K | 10,172 | 0.00% | 24q | -24.2%-$66.5K |
| Robeco Institutional Asset Management B.V. | $204.0K | 9,939 | 0.00% | 28q | -21.4%-$55.5K |
| MetLife Investment Management, LLC | $202.8K | 9,879 | 0.00% | 32q | +19.2%+$32.6K |
| JPMORGAN CHASE & CO | $160.1K | 7,718 | 0.00% | 31q | +6.9%+$10.4K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $149.4K | 7,279 | 0.00% | 9q | -1.5%-$2.3K |
| NEW YORK STATE COMMON RETIREMENT FUND | $134.7K | 6,560 | 0.00% | 31q | +295.2%+$100.6K |
| Vanguard Global Advisers, LLC | $129.5K | 6,306 | 0.00% | 2q | HELD |
| Police & Firemen's Retirement System of New Jersey | $101.6K | 4,948 | 0.00% | 7q | HELD |
| OSAIC HOLDINGS, INC. | $94.8K | 4,609 | 0.00% | 26q | +38.5%+$26.4K |
| Triumph Capital Management | $62.7K | 3,052 | 0.01% | 3q | +117.7%+$33.9K |
| CALDWELL SUTTER CAPITAL, INC. | $62.3K | 3,036 | 0.02% | 15q | -9.1%-$6.2K |
| STRS OHIO | $61.6K | 3,000 | 0.00% | 23q | HELD |
| SIMPLEX TRADING, LLC | $58.3K | 140 | 0.00% | 4q | -89.0%-$472.7K |
| ROYAL BANK OF CANADA | $45.0K | 2,184 | 0.00% | 31q | +20.5%+$7.7K |
| BNP PARIBAS FINANCIAL MARKETS | $44.9K | 2,186 | 0.00% | 31q | -36.0%-$25.3K |
| Tower Research Capital LLC (TRC) | $41.4K | 2,015 | 0.00% | 26q | +53.2%+$14.4K |
| Legal & General Group Plc | $30.0K | 1,459 | 0.00% | 31q | HELD |
| Ameritas Investment Partners, Inc. | $27.9K | 1,361 | 0.00% | 31q | HELD |
| Pinnacle Wealth Planning Services, Inc. | $25.9K | 1,260 | 0.00% | 3q | HELD |
| SIGNATUREFD, LLC | $22.6K | 1,099 | 0.00% | new | NEW |
| PNC Financial Services Group, Inc. | $21.7K | 1,056 | 0.00% | 31q | -7.4%-$1.7K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $21.1K | 1,030 | 0.00% | 3q | HELD |
| Arax Advisory Partners | $19.4K | 947 | 0.00% | 5q | +907.4%+$17.5K |
| GAMMA Investing LLC | $18.7K | 910 | 0.00% | 9q | +7.7%+$1.3K |
| NISA INVESTMENT ADVISORS, LLC | $18.3K | 891 | 0.00% | 5q | HELD |
| Versant Capital Management, Inc | $15.0K | 731 | 0.00% | 8q | HELD |
| SBI Securities Co., Ltd. | $9.7K | 471 | 0.00% | 7q | -21.4%-$2.6K |
| HUNTINGTON NATIONAL BANK | $9.3K | 455 | 0.00% | 5q | HELD |
| Integrated Wealth Concepts LLC | $9.3K | 451 | 0.00% | new | NEW |
Showing the largest 100 of 166 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 157 | $286.9M | 13,872,110 | 20 | 57 | 32 | 0.8% |
| Q1 2026 | 160 | $191.4M | 12,301,756 | 21 | 43 | 38 | 0.7% |
| Q4 2025 | 160 | $182.5M | 12,179,190 | 18 | 33 | 55 | 0.7% |
| Q3 2025 | 165 | $174.9M | 11,056,588 | 18 | 51 | 37 | 0.6% |
| Q2 2025 | 164 | $185.1M | 11,297,287 | 20 | 50 | 42 | 0.2% |
| Q1 2025 | 166 | $185.3M | 11,114,435 | 35 | 43 | 43 | 0.1% |
| Q4 2024 | 150 | $235.4M | 11,393,749 | 14 | 42 | 38 | 0.1% |
| Q3 2024 | 155 | $291.8M | 11,489,102 | 15 | 45 | 37 | 0.1% |
| Q2 2024 | 159 | $254.0M | 11,215,330 | 18 | 48 | 38 | 0.2% |
| Q1 2024 | 162 | $259.4M | 10,777,996 | 23 | 34 | 43 | 0.2% |
| Q4 2023 | 172 | $331.1M | 11,709,973 | 17 | 45 | 47 | 0.3% |
| Q3 2023 | 160 | $270.9M | 10,994,410 | 24 | 46 | 34 | 0.5% |
| Q2 2023 | 149 | $256.2M | 11,006,154 | 13 | 44 | 38 | 0.4% |
| Q1 2023 | 160 | $288.9M | 10,977,427 | 24 | 45 | 35 | 0.3% |
| Q4 2022 | 140 | $289.8M | 10,257,707 | 49 | 36 | 27 | 0.0% |
| Q3 2022 | 140 | $294.6M | 12,432,693 | 16 | 43 | 43 | 0.0% |
| Q2 2022 | 149 | $361.1M | 12,729,113 | 16 | 43 | 42 | 0.0% |
| Q1 2022 | 150 | $384.0M | 12,408,207 | 15 | 48 | 47 | 0.0% |
| Q4 2021 | 152 | $426.7M | 12,311,264 | 19 | 35 | 50 | 0.0% |
| Q3 2021 | 142 | $402.8M | 12,039,868 | 18 | 41 | 40 | 0.0% |
| Q2 2021 | 141 | $467.1M | 12,088,665 | 9 | 35 | 51 | 0.0% |
| Q1 2021 | 155 | $498.3M | 12,205,581 | 18 | 46 | 43 | 0.0% |
| Q4 2020 | 151 | $484.3M | 12,540,076 | 18 | 36 | 53 | 0.0% |
| Q3 2020 | 143 | $339.0M | 12,337,608 | 15 | 41 | 55 | 0.0% |
| Q2 2020 | 140 | $373.1M | 12,663,506 | 20 | 44 | 44 | 0.0% |
| Q1 2020 | 138 | $333.0M | 12,298,276 | 14 | 50 | 46 | 0.0% |
| Q4 2019 | 177 | $595.6M | 13,048,753 | 30 | 51 | 49 | 0.0% |
| Q3 2019 | 169 | $596.9M | 13,124,637 | 19 | 76 | 41 | 0.0% |
| Q2 2019 | 195 | $706.9M | 15,070,805 | 46 | 69 | 39 | 0.0% |
| Q1 2019 | 178 | $352.9M | 5,774,954 | 21 | 49 | 55 | 0.0% |
| Q4 2018 | 169 | $322.3M | 6,070,138 | 6 | 2 | 6 | 0.0% |