Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

RMR GROUP INC.

CIK 0001644378RMR· quarter ending 2026-06-30

Shares outstanding

32,080,226

as of 2026-07-31 · 10-Q cover page, filed 2026-08-05

Held by 13F filers

14,068,119

87.5% of Common Class A

Holders

165

-4 vs 2026-03-31 · 20 new, 24 exited

Value

$288.7M

shares +10.9% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-05, as of 2026-07-31)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common Class A	RMR · NASDAQ	16,080,226	14,068,119	87.5%	165	74967R106
Common Class B	not listed	1,000,000	—	—
Common Class B2	not listed	15,000,000	—	—

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine

Count	CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
	74967R106	CL A	165	14,068,119	16,080,226	87.5%	$288.7M	2 call / 2 put	13DG	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings.

Top holders (165 of 165 · 74967R106)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	Nantahala Capital Management, LLC	2,295,804	14.28%	$47.1M	+1,147,902 (+100.0%)
2	BlackRock, Inc.	1,483,326	9.22%	$30.5M	+132,621 (+9.8%)
3	VANGUARD PORTFOLIO MANAGEMENT LLC	875,317	5.44%	$18.0M	+12,954 (+1.5%)
4	Flat Footed LLC	861,507	5.36%	$17.7M	+58,768 (+7.3%)
5	BANK OF AMERICA CORP /DE/	859,675	5.35%	$17.6M	-81,577 (-8.7%)
6	MORGAN STANLEY	762,493	4.74%	$15.7M	-174,527 (-18.6%)
7	VANGUARD CAPITAL MANAGEMENT LLC	693,823	4.31%	$14.2M	+21,745 (+3.2%)
8	FEDERATED HERMES, INC.	535,817	3.33%	$11.0M	+8,513 (+1.6%)
9	GEODE CAPITAL MANAGEMENT, LLC	480,913	2.99%	$9.9M	+12,832 (+2.7%)
10	RENAISSANCE TECHNOLOGIES LLC	418,714	2.60%	$8.6M	-21,100 (-4.8%)
11	STATE STREET CORP	406,118	2.53%	$8.3M	+5,051 (+1.3%)
12	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	390,120	2.43%	$8.0M	+51,820 (+15.3%)
13	Garner Asset Management Corp	332,472	2.07%	$6.8M	-25,279 (-7.1%)
14	DIMENSIONAL FUND ADVISORS LP	310,912	1.93%	$6.4M	+8,163 (+2.7%)
15	MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd	290,000	1.80%	$6.0M	—
16	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	193,846	1.21%	$4.0M	+17,250 (+9.8%)
17	NORTHERN TRUST CORP	188,393	1.17%	$3.9M	+10,426 (+5.9%)
18	GOLDMAN SACHS GROUP INC	186,768	1.16%	$3.8M	+39,826 (+27.1%)
19	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	136,039	0.85%	$2.8M	+1,865 (+1.4%)
20	VANGUARD FIDUCIARY TRUST CO	106,967	0.67%	$2.2M	+5,204 (+5.1%)
21	Truvestments Capital LLC	104,815	0.65%	$2.2M	+7,115 (+7.3%)
22	Jefferies Financial Group Inc.	102,511	0.64%	$2.1M	-8,500 (-7.7%)
23	CWA Asset Management Group, LLC	98,576	0.61%	$2.0M	+10,060 (+11.4%)
24	STIFEL FINANCIAL CORP	95,395	0.59%	$2.0M	-8,036 (-7.8%)
25	Aviance Capital Partners, LLC	89,340	0.56%	$1.8M	-794 (-0.9%)
26	Quantinno Capital Management LP	87,083	0.54%	$1.8M	+20,254 (+30.3%)
27	AQR CAPITAL MANAGEMENT LLC	84,656	0.53%	$1.7M	+35,518 (+72.3%)
28	Bank of New York Mellon Corp	79,453	0.49%	$1.6M	+1,491 (+1.9%)
29	Linden Thomas Advisory Services, LLC	77,364	0.48%	$1.6M	+29,594 (+62.0%)
30	NORGES BANK	69,800	0.43%	$1.4M	NEW
31	TUDOR INVESTMENT CORP ET AL	64,511	0.40%	$1.3M	NEW
32	NewEdge Advisors, LLC	64,355	0.40%	$1.3M	+64,309 (+139802.2%)
33	PRICE T ROWE ASSOCIATES INC /MD/	64,253	0.40%	$1.3M	+8,917 (+16.1%)
34	CORSAIR CAPITAL MANAGEMENT, L.P.	60,000	0.37%	$1.2M	NEW
35	RITHOLTZ WEALTH MANAGEMENT	59,414	0.37%	$1.2M	+37,112 (+166.4%)
36	Trexquant Investment LP	58,651	0.36%	$1.2M	+23,258 (+65.7%)
37	Russell Investments Group, Ltd.	55,548	0.35%	$1.1M	+6,142 (+12.4%)
38	Nuveen, LLC	50,022	0.31%	$1.0M	+16,836 (+50.7%)
39	PRINCIPAL FINANCIAL GROUP INC	44,263	0.28%	$909K	+3,123 (+7.6%)
40	GLOBEFLEX CAPITAL L P	41,500	0.26%	$852K	—
41	BARCLAYS PLC	38,050	0.24%	$781K	-1,093 (-2.8%)
42	PRELUDE CAPITAL MANAGEMENT, LLC	36,046	0.22%	$740K	-11,658 (-24.4%)
43	AlphaCore Capital LLC	35,735	0.22%	$734K	-43,541 (-54.9%)
44	Pavaki Capital Management LLC	35,500	0.22%	$729K	—
45	Invesco Ltd.	33,363	0.21%	$685K	+1,560 (+4.9%)
46	Inspire Investing, LLC	32,849	0.20%	$674K	-549 (-1.6%)
47	AMERICAN CENTURY COMPANIES INC	30,954	0.19%	$635K	-17,393 (-36.0%)
48	New Age Alpha Advisors, LLC	29,780	0.19%	$611K	—
49	MARTINGALE ASSET MANAGEMENT L P	28,821	0.18%	$592K	-2,500 (-8.0%)
50	Janney Montgomery Scott LLC	28,183	0.18%	$579K	+123 (+0.4%)
51	Susquehanna Portfolio Strategies, LLC	25,758	0.16%	$529K	+15,680 (+155.6%)
52	TWO SIGMA INVESTMENTS, LP	25,366	0.16%	$521K	-42,825 (-62.8%)
53	UBS Group AG	25,242	0.16%	$518K	+4,121 (+19.5%)
54	Creative Planning	23,951	0.15%	$492K	+6,838 (+40.0%)
55	ALLIANCEBERNSTEIN L.P.	23,797	0.15%	$368K	-1,113 (-4.5%)
56	Verdad Advisers, LP	22,496	0.14%	$462K	NEW
57	RHUMBLINE ADVISERS	20,512	0.13%	$421K	+163 (+0.8%)
58	WELLS FARGO & COMPANY/MN	20,178	0.13%	$414K	+14,115 (+232.8%)
59	Numerai GP LLC	20,098	0.12%	$413K	-10,303 (-33.9%)
60	KESTRA PRIVATE WEALTH SERVICES, LLC	19,238	0.12%	$395K	NEW
61	FMR LLC	19,231	0.12%	$395K	-16 (-0.1%)
62	DEUTSCHE BANK AG\	14,477	0.09%	$297K	-15,558 (-51.8%)
63	HARBOR CAPITAL ADVISORS, INC.	14,372	0.09%	$295K	-173 (-1.2%)
64	PRUDENTIAL FINANCIAL INC	13,254	0.08%	$272K	+220 (+1.7%)
65	Sterling Capital Management LLC	12,497	0.08%	$257K	+1,396 (+12.6%)
66	KLP KAPITALFORVALTNING AS	11,600	0.07%	$238K	—
67	State of Wyoming	11,540	0.07%	$237K	+2,703 (+30.6%)
68	Empowered Funds, LLC	10,354	0.06%	$213K	NEW
69	MERCER GLOBAL ADVISORS INC /ADV	10,285	0.06%	$211K	NEW
70	Quinn Opportunity Partners LLC	10,263	0.06%	$211K	—
71	Cresset Asset Management, LLC	10,233	0.06%	$210K	NEW
72	CITIGROUP INC	10,211	0.06%	$210K	+7,359 (+258.0%)
73	FIRST TRUST ADVISORS LP	10,172	0.06%	$209K	-3,239 (-24.2%)
74	Robeco Institutional Asset Management B.V.	9,939	0.06%	$204K	-2,704 (-21.4%)
75	MetLife Investment Management, LLC	9,879	0.06%	$203K	+1,589 (+19.2%)
76	JPMORGAN CHASE & CO	7,718	0.05%	$160K	+501 (+6.9%)
77	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	7,279	0.05%	$149K	-112 (-1.5%)
78	NEW YORK STATE COMMON RETIREMENT FUND	6,560	0.04%	$135K	+4,900 (+295.2%)
79	Vanguard Global Advisers, LLC	6,306	0.04%	$129K	—
80	Police & Firemen's Retirement System of New Jersey	4,948	0.03%	$102K	—
81	OSAIC HOLDINGS, INC.	4,609	0.03%	$95K	+1,281 (+38.5%)
82	Triumph Capital Management	3,052	0.02%	$63K	+1,650 (+117.7%)
83	CALDWELL SUTTER CAPITAL, INC.	3,036	0.02%	$62K	-303 (-9.1%)
84	STRS OHIO	3,000	0.02%	$62K	—
85	State of Alaska, Department of Revenue	2,758	0.02%	$56K	—
86	BNP PARIBAS FINANCIAL MARKETS	2,186	0.01%	$45K	-1,230 (-36.0%)
87	ROYAL BANK OF CANADA	2,184	0.01%	$45K	+361 (+19.8%)
88	Tower Research Capital LLC (TRC)	2,015	0.01%	$41K	+700 (+53.2%)
89	Legal & General Group Plc	1,459	0.01%	$30K	—
90	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	1,410	0.01%	$29K	—
91	Ameritas Investment Partners, Inc.	1,361	0.01%	$28K	—
92	Pinnacle Wealth Planning Services, Inc.	1,260	0.01%	$26K	—
93	SIGNATUREFD, LLC	1,099	0.01%	$23K	NEW
94	PNC Financial Services Group, Inc.	1,056	0.01%	$22K	-84 (-7.4%)
95	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	1,030	0.01%	$21K	—
96	Arax Advisory Partners	947	0.01%	$19K	+853 (+907.4%)
97	GAMMA Investing LLC	910	0.01%	$19K	+65 (+7.7%)
98	NISA INVESTMENT ADVISORS, LLC	891	0.01%	$18K	—
99	Versant Capital Management, Inc	731	0.00%	$15K	—
100	Covestor Ltd	720	0.00%	$15K	+63 (+9.6%)
101	SBI Securities Co., Ltd.	471	0.00%	$10K	-128 (-21.4%)
102	HUNTINGTON NATIONAL BANK	455	0.00%	$9K	—
103	Federation des caisses Desjardins du Quebec	426	0.00%	$9K	—
104	Allworth Financial LP	406	0.00%	$8K	+234 (+136.0%)
105	MassMutual Private Wealth & Trust, FSB	312	0.00%	$6K	-2 (-0.6%)
106	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	218	0.00%	$4K	-621 (-74.0%)
107	Atlantic Union Bankshares Corp	200	0.00%	$4K	—
108	Essential Partners LLC	177	0.00%	$4K	+62 (+53.9%)
109	Montgomery Financial Services LLC	151	0.00%	$3K	NEW
110	SIMPLEX TRADING, LLC	140	0.00%	$3K	-1,135 (-89.0%)
111	JONES FINANCIAL COMPANIES LLLP	136	0.00%	$3K	+85 (+166.7%)
112	ROTHSCHILD INVESTMENT LLC	134	0.00%	$3K	+63 (+88.7%)
113	Farther Finance Advisors, LLC	116	0.00%	$2K	+23 (+24.7%)
114	EverSource Wealth Advisors, LLC	115	0.00%	$2K	-547 (-82.6%)
115	Private Wealth Management Group, LLC	113	0.00%	$2K	—
116	BROWN, LISLE/CUMMINGS, INC.	106	0.00%	$2K	—
117	Steward Partners Investment Advisory, LLC	105	0.00%	$2K	+100 (+2000.0%)
118	FIFTH THIRD BANCORP	100	0.00%	$2K	-436 (-81.3%)
119	Parallel Advisors, LLC	88	0.00%	$2K	-25 (-22.1%)
120	PICTON MAHONEY ASSET MANAGEMENT	80	0.00%	$2K	NEW
121	TSFG, LLC	76	0.00%	$2K	+1 (+1.3%)
122	Avion Wealth	67	0.00%	$1K	—
123	IFP Advisors, Inc	60	0.00%	$1K	+5 (+9.1%)
124	Global Retirement Partners, LLC	57	0.00%	$1K	NEW
125	Larson Financial Group LLC	54	0.00%	$1K	+1 (+1.9%)
126	TOMPKINS FINANCIAL CORP	49	0.00%	$1K	—
127	Quarry LP	46	0.00%	$944	NEW
128	Optiver Holding B.V.	42	0.00%	$862	-120 (-74.1%)
129	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	35	0.00%	$719	+5 (+16.7%)
130	Fortitude Family Office, LLC	35	0.00%	$719	—
131	Parkside Financial Bank & Trust	35	0.00%	$719	—
132	SALEM INVESTMENT COUNSELORS INC	25	0.00%	$517	—
133	True Wealth Design, LLC	19	0.00%	$391	—
134	Clearstead Advisors, LLC	15	0.00%	$309	NEW
135	AdvisorNet Financial, Inc	14	0.00%	$280	+1 (+7.7%)
136	IFG Advisory, LLC	12	0.00%	$246	NEW
137	TD Waterhouse Canada Inc.	11	0.00%	$226	—
138	HARBOUR INVESTMENTS, INC.	11	0.00%	$226	—
139	Ameritas Advisory Services, LLC	11	0.00%	$226	NEW
140	HM PAYSON & CO	10	0.00%	$206	—
141	Vision Retirement, LLC	10	0.00%	$200	—
142	Colonial Trust Co / SC	9	0.00%	$185	—
143	Golden State Wealth Management, LLC	8	0.00%	$164	—
144	North Star Investment Management Corp.	8	0.00%	$164	—
145	COMPASS FINANCIAL MANAGEMENT LLC	8	0.00%	$160	NEW
146	PENSION & WEALTH MANAGEMENT ADVISORS, INC.	6	0.00%	$123	—
147	Rockefeller Capital Management L.P.	6	0.00%	$123	—
148	BOYD WATTERSON ASSET MANAGEMENT LLC/OH	6	0.00%	$123	—
149	PRIVATE TRUST CO NA	5	0.00%	$103	—
150	CoreCap Advisors, LLC	4	0.00%	$82	—
151	WOLFF WIESE MAGANA LLC	4	0.00%	$83	—
152	ASSETMARK, INC	4	0.00%	$82	—
153	ALBION FINANCIAL GROUP /UT	4	0.00%	$83	—
154	US BANCORP \DE\	3	0.00%	$62	—
155	VISION FINANCIAL MARKETS LLC	2	0.00%	$42	—
156	SJS Investment Consulting Inc.	2	0.00%	$42	+1 (+100.0%)
157	Caitong International Asset Management Co., Ltd	2	0.00%	$41	NEW
158	Glen Eagle Advisors, LLC	2	0.00%	$41	—
159	Founders Capital Management	2	0.00%	$41	—
160	Colonial Trust Advisors	2	0.00%	$41	—
161	Strategic Wealth Partners, Ltd.	2	0.00%	$49	—
162	Point Nemo Capital, LLC	1	0.00%	$11	NEW
163	JPL Wealth Management, LLC	1	0.00%	$21	NEW
164	Fortis Group Advisors, LLC	1	0.00%	$21	—
165	Eukles Asset Management	1	0.00%	$21	—

Exited since 2026-03-31 (24 filers; largest 24 shown)

MARSHALL WACE, LLP	−100,058
CITADEL ADVISORS LLC	−49,885
SUSQUEHANNA INTERNATIONAL GROUP, LLP	−25,126
Odyssean, LLC	−19,457
Connor, Clark & Lunn Investment Management Ltd.	−15,091
Engineers Gate Manager LP	−14,630
DGS Capital Management, LLC	−11,878
Virtue Capital Management, LLC	−10,000
Jump Financial, LLC	−10,000
LOS ANGELES CAPITAL MANAGEMENT LLC	−7,871
Aquatic Capital Management LLC	−6,524
CWM, LLC	−5,659
MAI Capital Management	−747
Intentional Wealth Strategies, LLC	−119
Rossby Financial, LCC	−42
Root Financial Partners, LLC	−40
Advisors Asset Management, Inc.	−18
Advisory Services Network, LLC	−18
Ares Financial Consulting, LLC	−16
Sunbelt Securities, Inc.	−13
Gleason Group, Inc.	−8
Sound Income Strategies, LLC	−4
WHITTIER TRUST CO	−4
Prestige Wealth Management Group LLC	−1

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting person	Form	Filed	Event	Shares	% of class
BANK OF AMERICA CORP /DE/	SCHEDULE 13G	2026-05-14	2026-03-31	942,707	5.9%
Vanguard Portfolio Management	SCHEDULE 13G	2026-04-29	2026-03-31	868,407	5.4%
FF Hybrid, LP	SCHEDULE 13G	2026-04-08	2026-04-01	828,839	5.2%
Flat Footed LLC	SCHEDULE 13G	2026-04-08	2026-04-01	828,839	5.2%
Marc Andersen	SCHEDULE 13G	2026-04-08	2026-04-01	828,839	5.2%
The Vanguard Group	SCHEDULE 13G/A	2026-03-27	2026-03-13	0	0%
Daniel Mack	SCHEDULE 13G/A	2025-08-14	2025-06-30	1,147,902	7.2299%
Nantahala Capital Management, LLC	SCHEDULE 13G/A	2025-08-14	2025-06-30	1,147,902	7.2299%
Wilmot B. Harkey	SCHEDULE 13G/A	2025-08-14	2025-06-30	1,147,902	7.2299%
Hotchkis and Wiley Capital Management, LLC	SCHEDULE 13G/A	2025-05-14	2025-03-31	676,440	4.27%
BlackRock, Inc.	SCHEDULE 13G/A	2025-04-24	2025-03-31	1,159,076	7.3%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.