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Institutional Ownership · SEC Form 13F

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.

155
Institutional holders
13M
Shares held (tracked funds)
83.9%
Of shares outstanding

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.

FundSharesReported value% of valueQuarter
BlackRock, Inc. added1,483,326$30M11.8%2026-Q2
Nantahala Capital Management, LLC1,147,902$24M9.1%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC added875,317$18M7.0%2026-Q2
Flat Footed LLC added861,507$18M6.9%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed859,675$18M6.8%2026-Q2
MORGAN STANLEY trimmed762,493$16M6.1%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC added693,823$14M5.5%2026-Q2
FEDERATED HERMES, INC. added535,817$11M4.3%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added480,913$10M3.8%2026-Q2
RENAISSANCE TECHNOLOGIES LLC trimmed418,714$9M3.3%2026-Q2
STATE STREET CORP added406,118$8M3.2%2026-Q2
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added390,120$8M3.1%2026-Q2
Garner Asset Management Corp trimmed332,472$7M2.6%2026-Q2
DIMENSIONAL FUND ADVISORS LP added310,912$6M2.5%2026-Q2
O'SHAUGHNESSY ASSET MANAGEMENT, LLC added193,846$4M1.5%2026-Q2
NORTHERN TRUST CORP added188,393$4M1.5%2026-Q2
GOLDMAN SACHS GROUP INC added186,768$4M1.5%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added136,039$3M1.1%2026-Q2
VANGUARD FIDUCIARY TRUST CO added106,967$2M0.9%2026-Q2
Truvestments Capital LLC added104,815$2M0.8%2026-Q2
Jefferies Financial Group Inc. trimmed102,511$2M0.8%2026-Q2
CWA Asset Management Group, LLC added98,576$2M0.8%2026-Q2
STIFEL FINANCIAL CORP trimmed95,395$2M0.8%2026-Q2
Aviance Capital Partners, LLC trimmed89,340$2M0.7%2026-Q2
Quantinno Capital Management LP added87,083$2M0.7%2026-Q2
AQR CAPITAL MANAGEMENT LLC added84,656$2M0.7%2026-Q2
Bank of New York Mellon Corp added79,453$2M0.6%2026-Q2
Linden Thomas Advisory Services, LLC added77,364$2M0.6%2026-Q2
NORGES BANK new69,800$1M0.6%2026-Q2
TUDOR INVESTMENT CORP ET AL added64,511$1M0.5%2026-Q2
NewEdge Advisors, LLC added64,355$1M0.5%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ added64,253$1M0.5%2026-Q2
CORSAIR CAPITAL MANAGEMENT, L.P. added60,000$1M0.5%2026-Q2
RITHOLTZ WEALTH MANAGEMENT added59,414$1M0.5%2026-Q2
Trexquant Investment LP added58,651$1M0.5%2026-Q2
Russell Investments Group, Ltd. added55,548$1M0.4%2026-Q2
Nuveen, LLC added50,022$1M0.4%2026-Q2
PRINCIPAL FINANCIAL GROUP INC added44,263$909K0.4%2026-Q2
GLOBEFLEX CAPITAL L P41,500$852K0.3%2026-Q2
BARCLAYS PLC trimmed38,050$781K0.3%2026-Q2
PRELUDE CAPITAL MANAGEMENT, LLC trimmed36,046$740K0.3%2026-Q2
AlphaCore Capital LLC trimmed35,735$734K0.3%2026-Q2
Pavaki Capital Management LLC35,500$729K0.3%2026-Q2
Invesco Ltd. added33,363$685K0.3%2026-Q2
Inspire Investing, LLC trimmed32,849$674K0.3%2026-Q2
AMERICAN CENTURY COMPANIES INC trimmed30,954$635K0.2%2026-Q2
New Age Alpha Advisors, LLC29,780$611K0.2%2026-Q2
MARTINGALE ASSET MANAGEMENT L P trimmed28,821$592K0.2%2026-Q2
Susquehanna Portfolio Strategies, LLC added25,758$529K0.2%2026-Q2
TWO SIGMA INVESTMENTS, LP trimmed25,366$521K0.2%2026-Q2
UBS Group AG added25,242$518K0.2%2026-Q2
Creative Planning added23,951$492K0.2%2026-Q2
ALLIANCEBERNSTEIN L.P. trimmed23,797$368K0.1%2026-Q2
Verdad Advisers, LP new22,496$462K0.2%2026-Q2
RHUMBLINE ADVISERS added20,512$421K0.2%2026-Q2
WELLS FARGO & COMPANY/MN added20,178$414K0.2%2026-Q2
Numerai GP LLC trimmed20,098$413K0.2%2026-Q2
KESTRA PRIVATE WEALTH SERVICES, LLC new19,238$395K0.2%2026-Q2
FMR LLC trimmed19,231$395K0.2%2026-Q2
DEUTSCHE BANK AG\ trimmed14,477$297K0.1%2026-Q2
PRUDENTIAL FINANCIAL INC added13,254$272K0.1%2026-Q2
Sterling Capital Management LLC added12,497$257K0.1%2026-Q2
KLP KAPITALFORVALTNING AS11,600$238K0.1%2026-Q2
State of Wyoming added11,540$237K0.1%2026-Q2
Empowered Funds, LLC new10,354$213K0.1%2026-Q2
MERCER GLOBAL ADVISORS INC /ADV new10,285$211K0.1%2026-Q2
Quinn Opportunity Partners LLC10,263$211K0.1%2026-Q2
Cresset Asset Management, LLC new10,233$210K0.1%2026-Q2
CITIGROUP INC added10,211$210K0.1%2026-Q2
FIRST TRUST ADVISORS LP trimmed10,172$209K0.1%2026-Q2
Robeco Institutional Asset Management B.V. trimmed9,939$204K0.1%2026-Q2
MetLife Investment Management, LLC added9,879$203K0.1%2026-Q2
JPMORGAN CHASE & CO added7,718$160K0.1%2026-Q2
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed7,279$149K0.1%2026-Q2
NEW YORK STATE COMMON RETIREMENT FUND added6,560$135K0.1%2026-Q2
Vanguard Global Advisers, LLC6,306$129K0.1%2026-Q2
Police & Firemen's Retirement System of New Jersey4,948$102K0.0%2026-Q2
OSAIC HOLDINGS, INC. added4,609$95K0.0%2026-Q2
Triumph Capital Management added3,052$63K0.0%2026-Q2
CALDWELL SUTTER CAPITAL, INC. trimmed3,036$62K0.0%2026-Q2
STRS OHIO3,000$62K0.0%2026-Q2
BNP PARIBAS FINANCIAL MARKETS trimmed2,186$45K0.0%2026-Q2
ROYAL BANK OF CANADA added2,184$45K0.0%2026-Q2
Tower Research Capital LLC (TRC) added2,015$41K0.0%2026-Q2
Legal & General Group Plc1,459$30K0.0%2026-Q2
Ameritas Investment Partners, Inc.1,361$28K0.0%2026-Q2
Pinnacle Wealth Planning Services, Inc.1,260$26K0.0%2026-Q2
SIGNATUREFD, LLC added1,099$23K0.0%2026-Q2
PNC Financial Services Group, Inc. trimmed1,056$22K0.0%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,030$21K0.0%2026-Q2
Arax Advisory Partners added947$19K0.0%2026-Q2
GAMMA Investing LLC added910$19K0.0%2026-Q2
NISA INVESTMENT ADVISORS, LLC891$18K0.0%2026-Q2
Versant Capital Management, Inc731$15K0.0%2026-Q2
SBI Securities Co., Ltd. trimmed471$10K0.0%2026-Q2
HUNTINGTON NATIONAL BANK455$9K0.0%2026-Q2
Federation des caisses Desjardins du Quebec426$9K0.0%2026-Q2
Allworth Financial LP added406$8K0.0%2026-Q2
MassMutual Private Wealth & Trust, FSB trimmed312$6K0.0%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed218$4K0.0%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.

HoldersTotal shares

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.

Learn how to read institutional ownership