Vault-13

RMR GROUP INC RMR

CL A · Common Stock · CUSIP 74967R106

164 institutional holders -5 vs Q1 2026
14,066,51114.1m shares reported held*
$288.7mreported value*
17 new 61 added 33 reduced 21 sold out net bought ≈ $27.4m (+1.3m shares)

* 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

0100200Q3 22: 175Q4 22: 185Q1 23: 195Q2 23: 172Q3 23: 182Q4 23: 193Q1 24: 185Q2 24: 182Q3 24: 176Q4 24: 169Q1 25: 180Q2 25: 181Q3 25: 177Q4 25: 170Q1 26: 169Q2 26: 164164Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022175
Q4 2022185
Q1 2023195
Q2 2023172
Q3 2023182
Q4 2023193
Q1 2024185
Q2 2024182
Q3 2024176
Q4 2024169
Q1 2025180
Q2 2025181
Q3 2025177
Q4 2025170
Q1 2026169
Q2 2026164

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 73 bought or addedQ3 24: 64 cut or sold outQ4 24: 64 bought or addedQ4 24: 77 cut or sold outQ4 24Q1 25: 83 bought or addedQ1 25: 69 cut or sold outQ2 25: 79 bought or addedQ2 25: 70 cut or sold outQ2 25Q3 25: 78 bought or addedQ3 25: 60 cut or sold outQ4 25: 54 bought or addedQ4 25: 88 cut or sold outQ4 25Q1 26: 69 bought or addedQ1 26: 61 cut or sold outQ2 26: 78 bought or addedQ2 26: 54 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20247364
Q4 20246477
Q1 20258369
Q2 20257970
Q3 20257860
Q4 20255488
Q1 20266961
Q2 20267854

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$500k$1m$1.5m$2mQ3 25 calls: $1.0mQ3 25 puts: $236.7kQ3 25P/C 0.23Q4 25 calls: $917.8kQ4 25 puts: $269.7kQ4 25P/C 0.29Q1 26 calls: $366.6kQ1 26 puts: $905.0kQ1 26P/C 2.47Q2 26 calls: $618.0kQ2 26 puts: $1.6mQ2 26P/C 2.60
Numbers
QuarterCallsPutsP/C
Q3 2025$1.0m$236.7k0.23
Q4 2025$917.8k$269.7k0.29
Q1 2026$366.6k$905.0k2.47
Q2 2026$618.0k$1.6m2.60

Biggest buyers

Nantahala Capital Management, LLC Added +1,147,902+1.1m
BlackRock, Inc. Added +132,621+132.6k
TUDOR INVESTMENT CORP ET AL New +64,511+64.5k
NewEdge Advisors, LLC Added +64,309+64.3k
CORSAIR CAPITAL MANAGEMENT, L.P. New +60,000+60.0k
Flat Footed LLC Added +58,768+58.8k
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC Added +51,820+51.8k
GOLDMAN SACHS GROUP INC Added +39,826+39.8k
RITHOLTZ WEALTH MANAGEMENT Added +37,112+37.1k
AQR CAPITAL MANAGEMENT LLC Added +35,518+35.5k

Biggest sellers

MORGAN STANLEY Reduced -174,527-174.5k
MARSHALL WACE, LLP Sold out -100,058-100.1k
BANK OF AMERICA CORP /DE/ Reduced -81,577-81.6k
CITADEL ADVISORS LLC Sold out -49,885-49.9k
AlphaCore Capital LLC Reduced -43,541-43.5k
TWO SIGMA INVESTMENTS, LP Reduced -42,825-42.8k
Garner Asset Management Corp Reduced -25,279-25.3k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -25,126-25.1k
RENAISSANCE TECHNOLOGIES LLC Reduced -21,100-21.1k
Odyssean, LLC Sold out -19,457-19.5k

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.

HolderStakeChangeShares Last filed
BlackRock, Inc. 13G · institution filed 2025-04-24 7.3% 1.2m≈ $23.8m 2025-04-24
Nantahala Capital Management, LLC 13G · institution filed 2025-08-14 7.2% 1.1m≈ $23.6m 2025-08-14
BANK OF AMERICA CORP /DE/ 13G · institution new · filed 2026-05-14 5.9% new 942.7k≈ $19.4m 2026-05-14
VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 5.4% new 868.4k≈ $17.8m 2026-04-29
Flat Footed LLC 13G · passive investor new · filed 2026-04-08 5.2% new 828.8k≈ $17.0m 2026-04-08

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

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Nantahala Capital Management, LLC 1.43% of their portfolio NEW CANAAN, CT 2,295,8042.3m $47.1m $47.1m 1.43% Added +1.1m +1,147,902
2 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,483,3261.5m $30.5m $30.5m 0.00% Added +132.6k +132,621
3 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 875,317875.3k $18.0m $18.0m 0.00% Added +13.0k +12,954
4 Flat Footed LLC 3.06% of their portfolio WILSON, WY 861,507861.5k $17.7m $17.7m 3.06% Added +58.8k +58,768
5 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 859,675859.7k $17.6m $17.6m 0.00% Reduced -81.6k -81,577
6 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 762,493762.5k $15.7m $15.7m 0.00% Reduced -174.5k -174,527
7 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 693,823693.8k $14.2m $14.2m 0.00% Added +21.7k +21,745
8 FEDERATED HERMES, INC. 0.02% of their portfolio PITTSBURGH, PA 535,817535.8k $11.0m $11.0m 0.02% Added +8.5k +8,513
9 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 480,913480.9k $9.9m $9.9m 0.00% Added +12.8k +12,832
10 RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio NEW YORK, NY 418,714418.7k $8.6m $8.6m 0.01% Reduced -21.1k -21,100
11 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 406,118406.1k $8.3m $8.3m 0.00% Added +5.1k +5,051
12 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.02% of their portfolio Los Angeles, CA 390,120390.1k $8.0m $8.0m 0.02% Added +51.8k +51,820
13 Garner Asset Management Corp 2.21% of their portfolio PLANO, TX 332,472332.5k $6.8m $6.8m 2.21% Reduced -25.3k -25,279
14 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 310,912310.9k $6.4m $6.4m 0.00% Added +8.2k +8,163
15 MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 0.58% of their portfolio MISSISSAUGA, A6 290,000290.0k $6.0m $6.0m 0.58% Unchanged
16 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.02% of their portfolio Stamford, CT 193,846193.8k $4.0m $4.0m 0.02% Added +17.2k +17,250
17 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 188,393188.4k $3.9m $3.9m 0.00% Added +10.4k +10,426
18 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 186,768186.8k $3.8m $3.8m 0.00% Added +39.8k +39,826
19 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 136,039136.0k $2.8m $2.8m 0.00% Added +1.9k +1,865
20 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 106,967107.0k $2.2m $2.2m 0.00% Added +5.2k +5,204
21 Truvestments Capital LLC 0.32% of their portfolio SARASOTA, FL 104,815104.8k $2.2m $2.2m 0.32% Added +7.1k +7,115
22 Jefferies Financial Group Inc. 0.02% of their portfolio NEW YORK, NY 102,511102.5k $2.1m $2.1m 0.02% Reduced -8.5k -8,500
23 CWA Asset Management Group, LLC 0.06% of their portfolio NAPLES, FL 98,57698.6k $2.0m $2.0m 0.06% Added +10.1k +10,060
24 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 95,39595.4k $2.0m $2.0m 0.00% Reduced -8.0k -8,036
25 Aviance Capital Partners, LLC 0.19% of their portfolio NAPLES, FL 89,34089.3k $1.8m $1.8m 0.19% Reduced -794 -794
26 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 87,08387.1k $1.8m $1.8m 0.00% Added +20.3k +20,254
27 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 84,65684.7k $1.7m $1.7m 0.00% Added +35.5k +35,518
28 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 79,45379.5k $1.6m $1.6m 0.00% Added +1.5k +1,491
29 Linden Thomas Advisory Services, LLC 0.13% of their portfolio Charlotte, NC 77,36477.4k $1.6m $1.6m 0.13% Added +29.6k +29,594
30 NORGES BANK 0.00% of their portfolio OSLO, Q8 69,80069.8k $1.4m $1.4m 0.00% Not comparable
31 TUDOR INVESTMENT CORP ET AL 0.01% of their portfolio STAMFORD, CT 64,51164.5k $1.3m $1.3m 0.01% New
32 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 64,35564.4k $1.3m $1.3m 0.00% Added +64.3k +64,309
33 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 64,25364.3k $1.3m $1.3m 0.00% Added +8.9k +8,917
34 CORSAIR CAPITAL MANAGEMENT, L.P. 0.16% of their portfolio NEW YORK, NY 60,00060.0k $1.2m $1.2m 0.16% New
35 RITHOLTZ WEALTH MANAGEMENT 0.02% of their portfolio NEW YORK, NY 59,41459.4k $1.2m $1.2m 0.02% Added +37.1k +37,112
36 Trexquant Investment LP 0.01% of their portfolio STAMFORD, CT 58,65158.7k $1.2m $1.2m 0.01% Added +23.3k +23,258
37 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 55,54855.5k $1.1m $1.1m 0.00% Added +6.1k +6,142
38 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 50,02250.0k $1.0m $1.0m 0.00% Added +16.8k +16,836
39 PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio DES MOINES, IA 44,26344.3k $908.7k $908.7k 0.00% Added +3.1k +3,123
40 GLOBEFLEX CAPITAL L P 0.11% of their portfolio SAN DIEGO, CA 41,50041.5k $852.0k $852.0k 0.11% Unchanged
41 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 38,05038.0k $781.2k $781.2k 0.00% Reduced -1.1k -1,093
42 PRELUDE CAPITAL MANAGEMENT, LLC 0.05% of their portfolio NEW YORK, NY 36,04636.0k $740.0k $740.0k 0.05% Reduced -11.7k -11,658
43 AlphaCore Capital LLC 0.01% of their portfolio LA JOLLA, CA 35,73535.7k $733.6k $733.6k 0.01% Reduced -43.5k -43,541
44 Pavaki Capital Management LLC 0.42% of their portfolio PUEBLO, CO 35,50035.5k $728.8k $728.8k 0.42% Unchanged
45 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 33,36333.4k $684.9k $684.9k 0.00% Added +1.6k +1,560
46 Inspire Investing, LLC 0.03% of their portfolio MERIDIAN, ID 32,84932.8k $674.4k $674.4k 0.03% Reduced -549 -549
47 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 30,95431.0k $635.5k $635.5k 0.00% Reduced -17.4k -17,393
48 New Age Alpha Advisors, LLC 0.03% of their portfolio RYE, NY 29,78029.8k $611.4k $611.4k 0.03% Unchanged
49 MARTINGALE ASSET MANAGEMENT L P 0.01% of their portfolio BOSTON, MA 28,82128.8k $591.7k $591.7k 0.01% Reduced -2.5k -2,500
50 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 28,18328.2k $579.0k $579.0k 0.00% Added +123 +123
51 Susquehanna Portfolio Strategies, LLC 0.01% of their portfolio Bala Cynwyd, PA 25,75825.8k $528.8k $528.8k 0.01% Added +15.7k +15,680
52 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 25,36625.4k $520.8k $520.8k 0.00% Reduced -42.8k -42,825
53 UBS Group AG 0.00% of their portfolio ZURICH, V8 25,24225.2k $518.2k $518.2k 0.00% Added +4.1k +4,121
54 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 23,95124.0k $491.7k $491.7k 0.00% Added +6.8k +6,838
55 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 23,79723.8k $368.1k $368.1k 0.00% Reduced -1.1k -1,113
56 Verdad Advisers, LP 0.44% of their portfolio BOSTON, MA 22,49622.5k $461.8k $461.8k 0.44% New
57 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 20,51220.5k $421.1k $421.1k 0.00% Added +163 +163
58 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 20,17820.2k $414.2k $414.2k 0.00% Added +14.1k +14,115
59 Numerai GP LLC 0.03% of their portfolio SAN FRANCISCO, CA 20,09820.1k $412.6k $412.6k 0.03% Reduced -10.3k -10,303
60 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 19,23819.2k $395.0k $395.0k 0.00% New
61 FMR LLC 0.00% of their portfolio BOSTON, MA 19,23119.2k $394.8k $394.8k 0.00% Reduced -16 -16
62 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 14,47714.5k $297.2k $297.2k 0.00% Reduced -15.6k -15,558
63 HARBOR CAPITAL ADVISORS, INC. 0.02% of their portfolio CHICAGO, IL 14,37214.4k $295.0k $295.0k 0.02% Reduced -173 -173
64 PRUDENTIAL FINANCIAL INC 0.00% of their portfolio NEWARK, NJ 13,25413.3k $272.1k $272.1k 0.00% Added +220 +220
65 Sterling Capital Management LLC 0.00% of their portfolio CHARLOTTE, NC 12,49712.5k $256.6k $256.6k 0.00% Added +1.4k +1,396
66 KLP KAPITALFORVALTNING AS 0.00% of their portfolio OSLO, Q8 11,60011.6k $238.1k $238.1k 0.00% Unchanged
67 State of Wyoming 0.02% of their portfolio CHEYENNE, WY 11,54011.5k $236.9k $236.9k 0.02% Added +2.7k +2,703
68 Empowered Funds, LLC 0.00% of their portfolio NEWTOWN SQUARE, PA 10,35410.4k $212.6k $212.6k 0.00% New
69 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 10,28510.3k $211.1k $211.1k 0.00% New
70 Quinn Opportunity Partners LLC 0.01% of their portfolio CHARLOTTESVILLE, VA 10,26310.3k $210.7k $210.7k 0.01% Unchanged
71 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 10,23310.2k $210.1k $210.1k 0.00% New
72 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 10,21110.2k $209.6k $209.6k 0.00% Added +7.4k +7,359
73 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 10,17210.2k $208.8k $208.8k 0.00% Reduced -3.2k -3,239
74 Robeco Institutional Asset Management B.V. 0.00% of their portfolio ROTTERDAM, P7 9,9399.9k $204.0k $204.0k 0.00% Reduced -2.7k -2,704
75 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 9,8799.9k $202.8k $202.8k 0.00% Added +1.6k +1,589
76 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 7,7187.7k $160.1k $160.1k 0.00% Added +501 +501
77 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 7,2797.3k $149.4k $149.4k 0.00% Reduced -112 -112
78 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 6,5606.6k $134.7k $134.7k 0.00% Added +4.9k +4,900
79 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 6,3066.3k $129.5k $129.5k 0.00% Unchanged
80 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 4,9484.9k $101.6k $101.6k 0.00% Unchanged
81 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 4,6094.6k $94.8k $94.8k 0.00% Added +1.3k +1,281
82 Triumph Capital Management 0.01% of their portfolio DENVER, CO 3,0523.1k $62.7k $62.7k 0.01% Added +1.6k +1,650
83 CALDWELL SUTTER CAPITAL, INC. 0.02% of their portfolio SAUSALITO, CA 3,0363.0k $62.3k $62.3k 0.02% Reduced -303 -303
84 STRS OHIO 0.00% of their portfolio COLUMBUS, OH 3,0003.0k $61.6k $61.6k 0.00% Unchanged
85 State of Alaska, Department of Revenue 0.00% of their portfolio JUNEAU, AK 2,7582.8k $56.0k $56.0k 0.00% Unchanged
86 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 2,1862.2k $44.9k $44.9k 0.00% Reduced -1.2k -1,230
87 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 2,1842.2k $45.0k $45.0k 0.00% Added +361 +361
88 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 2,0152.0k $41.4k $41.4k 0.00% Added +700 +700
89 Legal & General Group Plc 0.00% of their portfolio London, X0 1,4591.5k $30.0k $30.0k 0.00% Unchanged
90 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio ALBANY, NY 1,4101.4k $29.0k $29.0k 0.00% Unchanged
91 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 1,3611.4k $27.9k $27.9k 0.00% Unchanged
92 Pinnacle Wealth Planning Services, Inc. 0.00% of their portfolio MANSFIELD, OH 1,2601.3k $25.9k $25.9k 0.00% Unchanged
93 SIGNATUREFD, LLC 0.00% of their portfolio ATLANTA, GA 1,0991.1k $22.6k $22.6k 0.00% New
94 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 1,0561.1k $21.7k $21.7k 0.00% Reduced -84 -84
95 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 1,0301.0k $21.1k $21.1k 0.00% Unchanged
96 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 947947 $19.4k $19.4k 0.00% Added +853 +853
97 GAMMA Investing LLC 0.00% of their portfolio FOSTER CITY, CA 910910 $18.7k $18.7k 0.00% Added +65 +65
98 NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio ST. LOUIS, MO 891891 $18.3k $18.3k 0.00% Unchanged
99 Versant Capital Management, Inc 0.00% of their portfolio PHOENIX, AZ 731731 $15.0k $15.0k 0.00% Unchanged
100 Covestor Ltd 0.01% of their portfolio LONDON, X0 720720 $15.0k $15.0k 0.01% Added +63 +63