RMR GROUP INC RMR
CL A · Common Stock · CUSIP 74967R106
- SectorIndustrials
- IndustryServices-Management Consulting Services
- HeadquartersNewton, MA
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($39.4k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $20.52. Options: 3 managers hold calls ($618.0k notional), 3 hold puts ($1.6m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 175 |
| Q4 2022 | 185 |
| Q1 2023 | 195 |
| Q2 2023 | 172 |
| Q3 2023 | 182 |
| Q4 2023 | 193 |
| Q1 2024 | 185 |
| Q2 2024 | 182 |
| Q3 2024 | 176 |
| Q4 2024 | 169 |
| Q1 2025 | 180 |
| Q2 2025 | 181 |
| Q3 2025 | 177 |
| Q4 2025 | 170 |
| Q1 2026 | 169 |
| Q2 2026 | 164 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 73 | 64 |
| Q4 2024 | 64 | 77 |
| Q1 2025 | 83 | 69 |
| Q2 2025 | 79 | 70 |
| Q3 2025 | 78 | 60 |
| Q4 2025 | 54 | 88 |
| Q1 2026 | 69 | 61 |
| Q2 2026 | 78 | 54 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $1.0m | $236.7k | 0.23 |
| Q4 2025 | $917.8k | $269.7k | 0.29 |
| Q1 2026 | $366.6k | $905.0k | 2.47 |
| Q2 2026 | $618.0k | $1.6m | 2.60 |
Biggest buyers
| Nantahala Capital Management, LLC | Added | +1.1m |
| BlackRock, Inc. | Added | +132.6k |
| TUDOR INVESTMENT CORP ET AL | New | +64.5k |
| NewEdge Advisors, LLC | Added | +64.3k |
| CORSAIR CAPITAL MANAGEMENT, L.P. | New | +60.0k |
| Flat Footed LLC | Added | +58.8k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | Added | +51.8k |
| GOLDMAN SACHS GROUP INC | Added | +39.8k |
| RITHOLTZ WEALTH MANAGEMENT | Added | +37.1k |
| AQR CAPITAL MANAGEMENT LLC | Added | +35.5k |
Biggest sellers
| MORGAN STANLEY | Reduced | -174.5k |
| MARSHALL WACE, LLP | Sold out | -100.1k |
| BANK OF AMERICA CORP /DE/ | Reduced | -81.6k |
| CITADEL ADVISORS LLC | Sold out | -49.9k |
| AlphaCore Capital LLC | Reduced | -43.5k |
| TWO SIGMA INVESTMENTS, LP | Reduced | -42.8k |
| Garner Asset Management Corp | Reduced | -25.3k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Sold out | -25.1k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -21.1k |
| Odyssean, LLC | Sold out | -19.5k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $400.3k19.5k shares |
| CITADEL ADVISORS LLC | Reduced | $213.5k10.4k shares |
| SIMPLEX TRADING, LLC | Reduced | $4.1k200 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.3m65.2k shares |
| CITADEL ADVISORS LLC | Reduced | $215.6k10.5k shares |
| SIMPLEX TRADING, LLC | Added | $51.3k2.5k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution filed 2025-04-24 | 7.3% |
| Nantahala Capital Management, LLC 13G · institution filed 2025-08-14 | 7.2% |
| BANK OF AMERICA CORP /DE/ 13G · institution new · filed 2026-05-14 | 5.9% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.4% |
| Flat Footed LLC 13G · passive investor new · filed 2026-04-08 | 5.2% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
None reported since 1 Apr 2026.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| Nantahala Capital Management, LLC 1.43% of their portfolio | 2.3m $47.1m | Added +1.1m |
| BlackRock, Inc. 0.00% of their portfolio | 1.5m $30.5m | Added +132.6k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 875.3k $18.0m | Added +13.0k |
| Flat Footed LLC 3.06% of their portfolio | 861.5k $17.7m | Added +58.8k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 859.7k $17.6m | Reduced -81.6k |
| MORGAN STANLEY 0.00% of their portfolio | 762.5k $15.7m | Reduced -174.5k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 693.8k $14.2m | Added +21.7k |
| FEDERATED HERMES, INC. 0.02% of their portfolio | 535.8k $11.0m | Added +8.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 480.9k $9.9m | Added +12.8k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 418.7k $8.6m | Reduced -21.1k |
| STATE STREET CORP 0.00% of their portfolio | 406.1k $8.3m | Added +5.1k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 390.1k $8.0m | Added +51.8k |
| Garner Asset Management Corp 2.21% of their portfolio | 332.5k $6.8m | Reduced -25.3k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 310.9k $6.4m | Added +8.2k |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 0.58% of their portfolio | 290.0k $6.0m | Unchanged |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.02% of their portfolio | 193.8k $4.0m | Added +17.2k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 188.4k $3.9m | Added +10.4k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 186.8k $3.8m | Added +39.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 136.0k $2.8m | Added +1.9k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 107.0k $2.2m | Added +5.2k |
| Truvestments Capital LLC 0.32% of their portfolio | 104.8k $2.2m | Added +7.1k |
| Jefferies Financial Group Inc. 0.02% of their portfolio | 102.5k $2.1m | Reduced -8.5k |
| CWA Asset Management Group, LLC 0.06% of their portfolio | 98.6k $2.0m | Added +10.1k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 95.4k $2.0m | Reduced -8.0k |
| Aviance Capital Partners, LLC 0.19% of their portfolio | 89.3k $1.8m | Reduced -794 |
| Quantinno Capital Management LP 0.00% of their portfolio | 87.1k $1.8m | Added +20.3k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 84.7k $1.7m | Added +35.5k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 79.5k $1.6m | Added +1.5k |
| Linden Thomas Advisory Services, LLC 0.13% of their portfolio | 77.4k $1.6m | Added +29.6k |
| NORGES BANK 0.00% of their portfolio | 69.8k $1.4m | Not comparable |
| TUDOR INVESTMENT CORP ET AL 0.01% of their portfolio | 64.5k $1.3m | New |
| NewEdge Advisors, LLC 0.00% of their portfolio | 64.4k $1.3m | Added +64.3k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 64.3k $1.3m | Added +8.9k |
| CORSAIR CAPITAL MANAGEMENT, L.P. 0.16% of their portfolio | 60.0k $1.2m | New |
| RITHOLTZ WEALTH MANAGEMENT 0.02% of their portfolio | 59.4k $1.2m | Added +37.1k |
| Trexquant Investment LP 0.01% of their portfolio | 58.7k $1.2m | Added +23.3k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 55.5k $1.1m | Added +6.1k |
| Nuveen, LLC 0.00% of their portfolio | 50.0k $1.0m | Added +16.8k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 44.3k $908.7k | Added +3.1k |
| GLOBEFLEX CAPITAL L P 0.11% of their portfolio | 41.5k $852.0k | Unchanged |
| BARCLAYS PLC 0.00% of their portfolio | 38.0k $781.2k | Reduced -1.1k |
| PRELUDE CAPITAL MANAGEMENT, LLC 0.05% of their portfolio | 36.0k $740.0k | Reduced -11.7k |
| AlphaCore Capital LLC 0.01% of their portfolio | 35.7k $733.6k | Reduced -43.5k |
| Pavaki Capital Management LLC 0.42% of their portfolio | 35.5k $728.8k | Unchanged |
| Invesco Ltd. 0.00% of their portfolio | 33.4k $684.9k | Added +1.6k |
| Inspire Investing, LLC 0.03% of their portfolio | 32.8k $674.4k | Reduced -549 |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 31.0k $635.5k | Reduced -17.4k |
| New Age Alpha Advisors, LLC 0.03% of their portfolio | 29.8k $611.4k | Unchanged |
| MARTINGALE ASSET MANAGEMENT L P 0.01% of their portfolio | 28.8k $591.7k | Reduced -2.5k |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 28.2k $579.0k | Added +123 |
| Susquehanna Portfolio Strategies, LLC 0.01% of their portfolio | 25.8k $528.8k | Added +15.7k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 25.4k $520.8k | Reduced -42.8k |
| UBS Group AG 0.00% of their portfolio | 25.2k $518.2k | Added +4.1k |
| Creative Planning 0.00% of their portfolio | 24.0k $491.7k | Added +6.8k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 23.8k $368.1k | Reduced -1.1k |
| Verdad Advisers, LP 0.44% of their portfolio | 22.5k $461.8k | New |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 20.5k $421.1k | Added +163 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 20.2k $414.2k | Added +14.1k |
| Numerai GP LLC 0.03% of their portfolio | 20.1k $412.6k | Reduced -10.3k |
| KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio | 19.2k $395.0k | New |
| FMR LLC 0.00% of their portfolio | 19.2k $394.8k | Reduced -16 |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 14.5k $297.2k | Reduced -15.6k |
| HARBOR CAPITAL ADVISORS, INC. 0.02% of their portfolio | 14.4k $295.0k | Reduced -173 |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 13.3k $272.1k | Added +220 |
| Sterling Capital Management LLC 0.00% of their portfolio | 12.5k $256.6k | Added +1.4k |
| KLP KAPITALFORVALTNING AS 0.00% of their portfolio | 11.6k $238.1k | Unchanged |
| State of Wyoming 0.02% of their portfolio | 11.5k $236.9k | Added +2.7k |
| Empowered Funds, LLC 0.00% of their portfolio | 10.4k $212.6k | New |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 10.3k $211.1k | New |
| Quinn Opportunity Partners LLC 0.01% of their portfolio | 10.3k $210.7k | Unchanged |
| Cresset Asset Management, LLC 0.00% of their portfolio | 10.2k $210.1k | New |
| CITIGROUP INC 0.00% of their portfolio | 10.2k $209.6k | Added +7.4k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 10.2k $208.8k | Reduced -3.2k |
| Robeco Institutional Asset Management B.V. 0.00% of their portfolio | 9.9k $204.0k | Reduced -2.7k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 9.9k $202.8k | Added +1.6k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 7.7k $160.1k | Added +501 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 7.3k $149.4k | Reduced -112 |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 6.6k $134.7k | Added +4.9k |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 6.3k $129.5k | Unchanged |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 4.9k $101.6k | Unchanged |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 4.6k $94.8k | Added +1.3k |
| Triumph Capital Management 0.01% of their portfolio | 3.1k $62.7k | Added +1.6k |
| CALDWELL SUTTER CAPITAL, INC. 0.02% of their portfolio | 3.0k $62.3k | Reduced -303 |
| STRS OHIO 0.00% of their portfolio | 3.0k $61.6k | Unchanged |
| State of Alaska, Department of Revenue 0.00% of their portfolio | 2.8k $56.0k | Unchanged |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 2.2k $44.9k | Reduced -1.2k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 2.2k $45.0k | Added +361 |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 2.0k $41.4k | Added +700 |
| Legal & General Group Plc 0.00% of their portfolio | 1.5k $30.0k | Unchanged |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 1.4k $29.0k | Unchanged |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 1.4k $27.9k | Unchanged |
| Pinnacle Wealth Planning Services, Inc. 0.00% of their portfolio | 1.3k $25.9k | Unchanged |
| SIGNATUREFD, LLC 0.00% of their portfolio | 1.1k $22.6k | New |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 1.1k $21.7k | Reduced -84 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 1.0k $21.1k | Unchanged |
| Arax Advisory Partners 0.00% of their portfolio | 947 $19.4k | Added +853 |
| GAMMA Investing LLC 0.00% of their portfolio | 910 $18.7k | Added +65 |
| NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio | 891 $18.3k | Unchanged |
| Versant Capital Management, Inc 0.00% of their portfolio | 731 $15.0k | Unchanged |
| Covestor Ltd 0.01% of their portfolio | 720 $15.0k | Added +63 |