Who owns The RMR Group (RMR)
Which tracked institutional funds hold RMR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See RMR company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on RMR is one-sided between 2026-Q1 and 2026-Q2: 40 added or opened and 5 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
RMR’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes RMR more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in RMR divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 155 tracked filers holding RMR, 78 increased or opened the position and 64 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in RMR between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 4
- NORGES BANK$1M
- TUDOR INVESTMENT CORP ET AL$1M
- NewEdge Advisors, LLC$1M
- CORSAIR CAPITAL MANAGEMENT, L.P.$1M
Full exits 3
- LINCLUDEN MANAGEMENT LTD$4M
- MARSHALL WACE, LLP$2M
- CITADEL ADVISORS LLC$772K
Largest adds
- BlackRock, Inc.$10M
- Nantahala Capital Management, LLC$6M
- Flat Footed LLC$5M
- VANGUARD PORTFOLIO MANAGEMENT LLC$5M
- VANGUARD CAPITAL MANAGEMENT LLC$4M
- BANK OF AMERICA CORP /DE/$3M
Largest trims
- TWO SIGMA INVESTMENTS, LP$534K
- AlphaCore Capital LLC$493K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 1,483,326 | $30M | 11.8% | 2026-Q2 |
| Nantahala Capital Management, LLC | 1,147,902 | $24M | 9.1% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 875,317 | $18M | 7.0% | 2026-Q2 |
| Flat Footed LLC added | 861,507 | $18M | 6.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 859,675 | $18M | 6.8% | 2026-Q2 |
| MORGAN STANLEY trimmed | 762,493 | $16M | 6.1% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 693,823 | $14M | 5.5% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 535,817 | $11M | 4.3% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 480,913 | $10M | 3.8% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 418,714 | $9M | 3.3% | 2026-Q2 |
| STATE STREET CORP added | 406,118 | $8M | 3.2% | 2026-Q2 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added | 390,120 | $8M | 3.1% | 2026-Q2 |
| Garner Asset Management Corp trimmed | 332,472 | $7M | 2.6% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 310,912 | $6M | 2.5% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 193,846 | $4M | 1.5% | 2026-Q2 |
| NORTHERN TRUST CORP added | 188,393 | $4M | 1.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 186,768 | $4M | 1.5% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 136,039 | $3M | 1.1% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 106,967 | $2M | 0.9% | 2026-Q2 |
| Truvestments Capital LLC added | 104,815 | $2M | 0.8% | 2026-Q2 |
| Jefferies Financial Group Inc. trimmed | 102,511 | $2M | 0.8% | 2026-Q2 |
| CWA Asset Management Group, LLC added | 98,576 | $2M | 0.8% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 95,395 | $2M | 0.8% | 2026-Q2 |
| Aviance Capital Partners, LLC trimmed | 89,340 | $2M | 0.7% | 2026-Q2 |
| Quantinno Capital Management LP added | 87,083 | $2M | 0.7% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 84,656 | $2M | 0.7% | 2026-Q2 |
| Bank of New York Mellon Corp added | 79,453 | $2M | 0.6% | 2026-Q2 |
| Linden Thomas Advisory Services, LLC added | 77,364 | $2M | 0.6% | 2026-Q2 |
| NORGES BANK new | 69,800 | $1M | 0.6% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 64,511 | $1M | 0.5% | 2026-Q2 |
| NewEdge Advisors, LLC added | 64,355 | $1M | 0.5% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 64,253 | $1M | 0.5% | 2026-Q2 |
| CORSAIR CAPITAL MANAGEMENT, L.P. added | 60,000 | $1M | 0.5% | 2026-Q2 |
| RITHOLTZ WEALTH MANAGEMENT added | 59,414 | $1M | 0.5% | 2026-Q2 |
| Trexquant Investment LP added | 58,651 | $1M | 0.5% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 55,548 | $1M | 0.4% | 2026-Q2 |
| Nuveen, LLC added | 50,022 | $1M | 0.4% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 44,263 | $909K | 0.4% | 2026-Q2 |
| GLOBEFLEX CAPITAL L P | 41,500 | $852K | 0.3% | 2026-Q2 |
| BARCLAYS PLC trimmed | 38,050 | $781K | 0.3% | 2026-Q2 |
| PRELUDE CAPITAL MANAGEMENT, LLC trimmed | 36,046 | $740K | 0.3% | 2026-Q2 |
| AlphaCore Capital LLC trimmed | 35,735 | $734K | 0.3% | 2026-Q2 |
| Pavaki Capital Management LLC | 35,500 | $729K | 0.3% | 2026-Q2 |
| Invesco Ltd. added | 33,363 | $685K | 0.3% | 2026-Q2 |
| Inspire Investing, LLC trimmed | 32,849 | $674K | 0.3% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 30,954 | $635K | 0.2% | 2026-Q2 |
| New Age Alpha Advisors, LLC | 29,780 | $611K | 0.2% | 2026-Q2 |
| MARTINGALE ASSET MANAGEMENT L P trimmed | 28,821 | $592K | 0.2% | 2026-Q2 |
| Susquehanna Portfolio Strategies, LLC added | 25,758 | $529K | 0.2% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 25,366 | $521K | 0.2% | 2026-Q2 |
| UBS Group AG added | 25,242 | $518K | 0.2% | 2026-Q2 |
| Creative Planning added | 23,951 | $492K | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 23,797 | $368K | 0.1% | 2026-Q2 |
| Verdad Advisers, LP new | 22,496 | $462K | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 20,512 | $421K | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 20,178 | $414K | 0.2% | 2026-Q2 |
| Numerai GP LLC trimmed | 20,098 | $413K | 0.2% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC new | 19,238 | $395K | 0.2% | 2026-Q2 |
| FMR LLC trimmed | 19,231 | $395K | 0.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 14,477 | $297K | 0.1% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 13,254 | $272K | 0.1% | 2026-Q2 |
| Sterling Capital Management LLC added | 12,497 | $257K | 0.1% | 2026-Q2 |
| KLP KAPITALFORVALTNING AS | 11,600 | $238K | 0.1% | 2026-Q2 |
| State of Wyoming added | 11,540 | $237K | 0.1% | 2026-Q2 |
| Empowered Funds, LLC new | 10,354 | $213K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV new | 10,285 | $211K | 0.1% | 2026-Q2 |
| Quinn Opportunity Partners LLC | 10,263 | $211K | 0.1% | 2026-Q2 |
| Cresset Asset Management, LLC new | 10,233 | $210K | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 10,211 | $210K | 0.1% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 10,172 | $209K | 0.1% | 2026-Q2 |
| Robeco Institutional Asset Management B.V. trimmed | 9,939 | $204K | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 9,879 | $203K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 7,718 | $160K | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 7,279 | $149K | 0.1% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 6,560 | $135K | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC | 6,306 | $129K | 0.1% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey | 4,948 | $102K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 4,609 | $95K | 0.0% | 2026-Q2 |
| Triumph Capital Management added | 3,052 | $63K | 0.0% | 2026-Q2 |
| CALDWELL SUTTER CAPITAL, INC. trimmed | 3,036 | $62K | 0.0% | 2026-Q2 |
| STRS OHIO | 3,000 | $62K | 0.0% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 2,186 | $45K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 2,184 | $45K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 2,015 | $41K | 0.0% | 2026-Q2 |
| Legal & General Group Plc | 1,459 | $30K | 0.0% | 2026-Q2 |
| Ameritas Investment Partners, Inc. | 1,361 | $28K | 0.0% | 2026-Q2 |
| Pinnacle Wealth Planning Services, Inc. | 1,260 | $26K | 0.0% | 2026-Q2 |
| SIGNATUREFD, LLC added | 1,099 | $23K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 1,056 | $22K | 0.0% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1,030 | $21K | 0.0% | 2026-Q2 |
| Arax Advisory Partners added | 947 | $19K | 0.0% | 2026-Q2 |
| GAMMA Investing LLC added | 910 | $19K | 0.0% | 2026-Q2 |
| NISA INVESTMENT ADVISORS, LLC | 891 | $18K | 0.0% | 2026-Q2 |
| Versant Capital Management, Inc | 731 | $15K | 0.0% | 2026-Q2 |
| SBI Securities Co., Ltd. trimmed | 471 | $10K | 0.0% | 2026-Q2 |
| HUNTINGTON NATIONAL BANK | 455 | $9K | 0.0% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec | 426 | $9K | 0.0% | 2026-Q2 |
| Allworth Financial LP added | 406 | $8K | 0.0% | 2026-Q2 |
| MassMutual Private Wealth & Trust, FSB trimmed | 312 | $6K | 0.0% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 218 | $4K | 0.0% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.