Who owns RMR (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-Q1 13F filings. 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
23 tracked funds added or opened RMR while 11 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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, VANGUARD GROUP 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 2025-Q4 and 2026-Q1, across 166 tracked filers holding RMR, 75 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 2025-Q4 and 2026-Q1 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 7
- VANGUARD PORTFOLIO MANAGEMENT LLC$13M
- VANGUARD CAPITAL MANAGEMENT LLC$10M
- VANGUARD FIDUCIARY TRUST CO$2M
- MARSHALL WACE, LLP$2M
- AlphaCore Capital LLC$1M
- PRINCIPAL FINANCIAL GROUP INC$636K
Full exits 4
- VANGUARD GROUP INC$24M
- COMMONS CAPITAL, LLC$1M
- MILLENNIUM MANAGEMENT LLC$872K
- AMERIPRISE FINANCIAL INC$854K
Largest adds
- BANK OF AMERICA CORP /DE/$7M
- Truvestments Capital LLC$2M
- Jefferies Financial Group Inc.$1M
- MORGAN STANLEY$835K
- Garner Asset Management Corp$745K
- Flat Footed LLC$737K
Largest trims
- HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$6M
- Nuveen, LLC$714K
- MARTINGALE ASSET MANAGEMENT L P$615K
- JPMORGAN CHASE & CO$580K
- FEDERATED HERMES, INC.$434K
- BARCLAYS PLC$288K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 1,350,705 | $21M | 9.0% | 2026-Q1 |
| Nantahala Capital Management, LLC | 1,147,902 | $18M | 7.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 941,252 | $15M | 6.3% | 2026-Q1 |
| MORGAN STANLEY added | 937,020 | $14M | 6.2% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 862,363 | $13M | 5.7% | 2026-Q1 |
| Flat Footed LLC added | 802,739 | $12M | 5.3% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 672,078 | $10M | 4.5% | 2026-Q1 |
| FEDERATED HERMES, INC. trimmed | 527,304 | $8M | 3.5% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 468,081 | $7M | 3.1% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 439,814 | $7M | 2.9% | 2026-Q1 |
| STATE STREET CORP added | 401,067 | $6M | 2.7% | 2026-Q1 |
| Garner Asset Management Corp added | 357,751 | $6M | 2.4% | 2026-Q1 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed | 338,300 | $5M | 2.2% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 302,749 | $5M | 2.0% | 2026-Q1 |
| LINCLUDEN MANAGEMENT LTD | 290,000 | $4M | 1.9% | 2026-Q1 |
| NORTHERN TRUST CORP added | 177,967 | $3M | 1.2% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 176,596 | $3M | 1.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 146,942 | $2M | 1.0% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 134,174 | $2M | 0.9% | 2026-Q1 |
| Jefferies Financial Group Inc. added | 111,011 | $2M | 0.7% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 103,431 | $2M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 101,763 | $2M | 0.7% | 2026-Q1 |
| MARSHALL WACE, LLP added | 98,965 | $2M | 0.7% | 2026-Q1 |
| Truvestments Capital LLC added | 97,700 | $2M | 0.6% | 2026-Q1 |
| Aviance Capital Partners, LLC added | 90,134 | $1M | 0.6% | 2026-Q1 |
| CWA Asset Management Group, LLC added | 88,516 | $1M | 0.6% | 2026-Q1 |
| AlphaCore Capital LLC new | 79,276 | $1M | 0.5% | 2026-Q1 |
| Bank of New York Mellon Corp added | 77,962 | $1M | 0.5% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 68,191 | $1M | 0.5% | 2026-Q1 |
| Quantinno Capital Management LP added | 66,829 | $1M | 0.4% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 55,336 | $857K | 0.4% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 49,885 | $772K | 0.3% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 49,406 | $764K | 0.3% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 48,347 | $748K | 0.3% | 2026-Q1 |
| Linden Thomas Advisory Services, LLC added | 47,770 | $739K | 0.3% | 2026-Q1 |
| PRELUDE CAPITAL MANAGEMENT, LLC added | 47,704 | $738K | 0.3% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 47,566 | $736K | 0.3% | 2026-Q1 |
| GLOBEFLEX CAPITAL L P | 41,500 | $642K | 0.3% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 41,140 | $636K | 0.3% | 2026-Q1 |
| BARCLAYS PLC trimmed | 39,143 | $606K | 0.3% | 2026-Q1 |
| Trexquant Investment LP trimmed | 35,393 | $548K | 0.2% | 2026-Q1 |
| Inspire Investing, LLC added | 33,398 | $517K | 0.2% | 2026-Q1 |
| Nuveen, LLC trimmed | 33,186 | $513K | 0.2% | 2026-Q1 |
| Invesco Ltd. trimmed | 31,803 | $492K | 0.2% | 2026-Q1 |
| MARTINGALE ASSET MANAGEMENT L P trimmed | 31,321 | $485K | 0.2% | 2026-Q1 |
| Numerai GP LLC trimmed | 30,401 | $470K | 0.2% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 30,035 | $465K | 0.2% | 2026-Q1 |
| New Age Alpha Advisors, LLC new | 29,780 | $461K | 0.2% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 28,060 | $434K | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 25,126 | $389K | 0.2% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 24,910 | $371K | 0.2% | 2026-Q1 |
| RITHOLTZ WEALTH MANAGEMENT added | 22,302 | $345K | 0.1% | 2026-Q1 |
| UBS Group AG trimmed | 21,121 | $327K | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 20,349 | $315K | 0.1% | 2026-Q1 |
| Odyssean, LLC new | 19,457 | $301K | 0.1% | 2026-Q1 |
| FMR LLC trimmed | 19,247 | $298K | 0.1% | 2026-Q1 |
| Creative Planning added | 17,113 | $265K | 0.1% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 15,091 | $233K | 0.1% | 2026-Q1 |
| Engineers Gate Manager LP trimmed | 14,630 | $226K | 0.1% | 2026-Q1 |
| HARBOR CAPITAL ADVISORS, INC. added | 14,545 | $225K | 0.1% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 13,411 | $207K | 0.1% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC new | 13,034 | $202K | 0.1% | 2026-Q1 |
| Robeco Institutional Asset Management B.V. | 12,643 | $196K | 0.1% | 2026-Q1 |
| DGS Capital Management, LLC new | 11,878 | $184K | 0.1% | 2026-Q1 |
| KLP KAPITALFORVALTNING AS | 11,600 | $179K | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 1,601,036 | $24M | 10.3% | 2025-Q4 stale |
| ROYCE & ASSOCIATES LP trimmed | 101,715 | $2M | 0.7% | 2025-Q1 stale |
| COMMONS CAPITAL, LLC added | 69,311 | $1M | 0.4% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP added | 63,800 | $1M | 0.4% | 2025-Q3 stale |
| MILLENNIUM MANAGEMENT LLC trimmed | 58,556 | $872K | 0.4% | 2025-Q4 stale |
| AMERIPRISE FINANCIAL INC trimmed | 57,298 | $854K | 0.4% | 2025-Q4 stale |
| GSA CAPITAL PARTNERS LLP added | 50,901 | $801K | 0.3% | 2025-Q3 stale |
| HRT FINANCIAL LP added | 41,044 | $671K | 0.3% | 2025-Q2 stale |
| TEACHER RETIREMENT SYSTEM OF TEXAS trimmed | 38,165 | $635K | 0.3% | 2025-Q1 stale |
| THIRD AVENUE MANAGEMENT LLC | 37,000 | $616K | 0.3% | 2025-Q1 stale |
| Cubist Systematic Strategies, LLC added | 32,841 | $517K | 0.2% | 2025-Q3 stale |
| Qube Research & Technologies Ltd trimmed | 32,671 | $514K | 0.2% | 2025-Q3 stale |
| Schonfeld Strategic Advisors LLC added | 30,206 | $450K | 0.2% | 2025-Q4 stale |
| OCCUDO QUANTITATIVE STRATEGIES LP added | 26,749 | $447K | 0.2% | 2025-Q1 stale |
| Squarepoint Ops LLC added | 29,931 | $446K | 0.2% | 2025-Q4 stale |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 27,410 | $408K | 0.2% | 2025-Q4 stale |
| NewEdge Wealth, LLC added | 22,824 | $380K | 0.2% | 2025-Q1 stale |
| Unison Advisors LLC added | 23,626 | $372K | 0.2% | 2025-Q3 stale |
| Pacific Ridge Capital Partners, LLC trimmed | 21,896 | $365K | 0.2% | 2025-Q1 stale |
| JANE STREET GROUP, LLC trimmed | 24,109 | $359K | 0.2% | 2025-Q4 stale |
| SEGALL BRYANT & HAMILL, LLC | 16,526 | $270K | 0.1% | 2025-Q2 stale |
| Brevan Howard Capital Management LP new | 16,101 | $263K | 0.1% | 2025-Q2 stale |
| LAZARD ASSET MANAGEMENT LLC trimmed | 15,710 | $247K | 0.1% | 2025-Q3 stale |
| EXCHANGE TRADED CONCEPTS, LLC trimmed | 16,574 | $247K | 0.1% | 2025-Q4 stale |
| STATE OF WISCONSIN INVESTMENT BOARD added | 14,900 | $244K | 0.1% | 2025-Q2 stale |
| Verition Fund Management LLC trimmed | 15,300 | $228K | 0.1% | 2025-Q4 stale |
| TUDOR INVESTMENT CORP ET AL | 13,997 | $220K | 0.1% | 2025-Q4 stale |
| PharVision Advisers, LLC new | 13,047 | $205K | 0.1% | 2025-Q3 stale |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM trimmed | 12,191 | $203K | 0.1% | 2025-Q1 stale |
| SEI INVESTMENTS CO added | 13,444 | $200K | 0.1% | 2025-Q4 stale |
| XTX Topco Ltd trimmed | 13,341 | $199K | 0.1% | 2025-Q4 stale |
| Magnetar Financial LLC trimmed | 11,840 | $197K | 0.1% | 2025-Q1 stale |
| INTECH INVESTMENT MANAGEMENT LLC new | 11,485 | $191K | 0.1% | 2025-Q1 stale |
| D. E. Shaw & Co., Inc. trimmed | 12,231 | $182K | 0.1% | 2025-Q4 stale |
| FRANKLIN RESOURCES INC added | 10,714 | $178K | 0.1% | 2025-Q1 stale |
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.