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 ($17.4k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $15.46. Options: 3 managers hold calls ($366.6k notional), 3 hold puts ($905.0k).
Trends to Q1 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 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 82 | 67 |
| 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 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $241.6k | $166.8k | 0.69 |
| Q3 2025 | $1.0m | $236.7k | 0.23 |
| Q4 2025 | $917.8k | $269.7k | 0.29 |
| Q1 2026 | $366.6k | $905.0k | 2.47 |
Biggest buyers
| BANK OF AMERICA CORP /DE/ | Added | +406.9k |
| MARSHALL WACE, LLP | New | +100.1k |
| Truvestments Capital LLC | Added | +97.7k |
| AlphaCore Capital LLC | New | +79.3k |
| Jefferies Financial Group Inc. | Added | +66.0k |
| PRINCIPAL FINANCIAL GROUP INC | New | +41.1k |
| Garner Asset Management Corp | Added | +36.0k |
| Trexquant Investment LP | New | +35.4k |
| CITADEL ADVISORS LLC | Added | +33.1k |
| New Age Alpha Advisors, LLC | New | +29.8k |
Biggest sellers
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | Reduced | -405.2k |
| BlackRock, Inc. | Reduced | -70.5k |
| COMMONS CAPITAL, LLC | Sold out | -69.3k |
| MILLENNIUM MANAGEMENT LLC | Sold out | -58.6k |
| AMERIPRISE FINANCIAL INC | Sold out | -57.3k |
| FEDERATED HERMES, INC. | Reduced | -49.3k |
| Nuveen, LLC | Reduced | -49.2k |
| MARTINGALE ASSET MANAGEMENT L P | Reduced | -42.5k |
| JPMORGAN CHASE & CO | Reduced | -39.2k |
| Schonfeld Strategic Advisors LLC | Sold out | -30.2k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $328.0k21.2k shares |
| SIMPLEX TRADING, LLC | Reduced | $34.0k2.2k shares |
| GROUP ONE TRADING LLC | Reduced | $4.6k300 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $591.0k38.2k shares |
| CITADEL ADVISORS LLC | Added | $303.2k19.6k shares |
| SIMPLEX TRADING, LLC | Reduced | $10.8k700 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 in Q1 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 in Q1 2026.
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 1.4m $20.9m | Reduced -70.5k |
| Nantahala Capital Management, LLC 1.11% of their portfolio | 1.1m $17.8m | Unchanged |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 941.3k $14.6m | Added +406.9k |
| MORGAN STANLEY 0.00% of their portfolio | 937.0k $14.5m | Added +20.2k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 862.4k $13.3m | First filing |
| Flat Footed LLC 4.13% of their portfolio | 802.7k $12.4m | Added +18.8k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 672.1k $10.4m | First filing |
| FEDERATED HERMES, INC. 0.01% of their portfolio | 527.3k $8.2m | Reduced -49.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 468.1k $7.2m | Added +10.0k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 439.8k $6.8m | Reduced -10.7k |
| STATE STREET CORP 0.00% of their portfolio | 401.1k $6.2m | Added +9.9k |
| Garner Asset Management Corp 2.17% of their portfolio | 357.8k $5.5m | Added +36.0k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 338.3k $5.2m | Reduced -405.2k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 302.7k $4.7m | Reduced -10.1k |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 0.48% of their portfolio | 290.0k $4.5m | Unchanged |
| NORTHERN TRUST CORP 0.00% of their portfolio | 178.0k $2.8m | Added +6.2k |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.01% of their portfolio | 176.6k $2.7m | Reduced -11.4k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 146.9k $2.3m | Added +20.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 134.2k $2.1m | Reduced -3.5k |
| Jefferies Financial Group Inc. 0.02% of their portfolio | 111.0k $1.7m | Added +66.0k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 103.4k $1.6m | Added +10.4k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 101.8k $1.6m | First filing |
| MARSHALL WACE, LLP 0.00% of their portfolio | 100.1k $1.5m | New |
| Truvestments Capital LLC 0.27% of their portfolio | 97.7k $1.5m | Added +97.7k |
| Aviance Capital Partners, LLC 0.16% of their portfolio | 90.1k $1.4m | Added +26.5k |
| CWA Asset Management Group, LLC 0.05% of their portfolio | 88.5k $1.4m | Added +17.2k |
| AlphaCore Capital LLC 0.03% of their portfolio | 79.3k $1.2m | New |
| Bank of New York Mellon Corp 0.00% of their portfolio | 78.0k $1.2m | Added +3.8k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 68.2k $1.1m | Reduced -16.4k |
| Quantinno Capital Management LP 0.00% of their portfolio | 66.8k $1.0m | Added +9.3k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 55.3k $857.0k | Added +3.6k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 49.9k $771.7k | Added +33.1k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 49.4k $764.3k | Added +218 |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 49.1k $760.2k | Added +3.7k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 48.3k $747.9k | Added +18.0k |
| Linden Thomas Advisory Services, LLC 0.07% of their portfolio | 47.8k $739.0k | Added +1.6k |
| PRELUDE CAPITAL MANAGEMENT, LLC 0.06% of their portfolio | 47.7k $738.0k | Added +24.5k |
| GLOBEFLEX CAPITAL L P 0.10% of their portfolio | 41.5k $642.0k | Unchanged |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 41.1k $636.4k | New |
| BARCLAYS PLC 0.00% of their portfolio | 39.1k $605.5k | Reduced -20.8k |
| Pavaki Capital Management LLC 0.39% of their portfolio | 35.5k $549.2k | Unchanged |
| Trexquant Investment LP 0.00% of their portfolio | 35.4k $547.5k | New |
| Inspire Investing, LLC 0.03% of their portfolio | 33.4k $516.7k | Added +2.0k |
| Nuveen, LLC 0.00% of their portfolio | 33.2k $513.4k | Reduced -49.2k |
| Invesco Ltd. 0.00% of their portfolio | 31.8k $492.0k | Reduced -927 |
| MARTINGALE ASSET MANAGEMENT L P 0.01% of their portfolio | 31.3k $484.5k | Reduced -42.5k |
| Numerai GP LLC 0.05% of their portfolio | 30.4k $470.3k | Reduced -9.4k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 30.0k $464.6k | Added +16.5k |
| New Age Alpha Advisors, LLC 0.02% of their portfolio | 29.8k $460.7k | New |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 28.1k $434.0k | Added +2.5k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 25.1k $388.7k | New |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 24.9k $371.2k | Added +1.7k |
| RITHOLTZ WEALTH MANAGEMENT 0.01% of their portfolio | 22.3k $345.0k | Added +11.8k |
| UBS Group AG 0.00% of their portfolio | 21.1k $326.7k | Reduced -9.2k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 20.3k $314.8k | Reduced -13.4k |
| Odyssean, LLC 0.11% of their portfolio | 19.5k $301.0k | New |
| FMR LLC 0.00% of their portfolio | 19.2k $297.8k | Reduced -1.0k |
| Creative Planning 0.00% of their portfolio | 17.1k $264.7k | Added +268 |
| Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio | 15.1k $233.5k | Reduced -16.5k |
| Engineers Gate Manager LP 0.00% of their portfolio | 14.6k $226.3k | Reduced -980 |
| HARBOR CAPITAL ADVISORS, INC. 0.02% of their portfolio | 14.5k $225.0k | Added +1.2k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 13.4k $207.5k | Added +2.1k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 13.0k $201.6k | New |
| Robeco Institutional Asset Management B.V. 0.00% of their portfolio | 12.6k $195.6k | Unchanged |
| DGS Capital Management, LLC 0.03% of their portfolio | 11.9k $183.8k | New |
| KLP KAPITALFORVALTNING AS 0.00% of their portfolio | 11.6k $179.5k | Unchanged |
| Sterling Capital Management LLC 0.00% of their portfolio | 11.1k $171.7k | Reduced -6.5k |
| Quinn Opportunity Partners LLC 0.01% of their portfolio | 10.3k $158.8k | New |
| Susquehanna Portfolio Strategies, LLC 0.00% of their portfolio | 10.1k $155.9k | New |
| Virtue Capital Management, LLC 0.00% of their portfolio | 10.0k $18.8k | Unchanged |
| Jump Financial, LLC 0.00% of their portfolio | 10.0k $154.7k | New |
| State of Wyoming 0.02% of their portfolio | 8.8k $136.7k | New |
| MetLife Investment Management, LLC 0.00% of their portfolio | 8.3k $128.2k | Unchanged |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 7.9k $121.8k | New |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 7.4k $114.3k | Added +170 |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 7.2k $111.4k | Reduced -39.2k |
| Aquatic Capital Management LLC 0.00% of their portfolio | 6.5k $100.9k | Added +152 |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 6.3k $97.6k | First filing |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 6.1k $93.8k | Reduced -11.4k |
| CWM, LLC 0.00% of their portfolio | 5.7k $87.5k | Reduced -339 |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 4.9k $76.5k | Unchanged |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 3.4k $52.8k | Reduced -182 |
| CALDWELL SUTTER CAPITAL, INC. 0.02% of their portfolio | 3.3k $51.7k | Unchanged |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 3.3k $51.5k | Reduced -270 |
| STRS OHIO 0.00% of their portfolio | 3.0k $46.4k | Unchanged |
| CITIGROUP INC 0.00% of their portfolio | 2.9k $44.1k | Added +1.4k |
| State of Alaska, Department of Revenue 0.00% of their portfolio | 2.8k $42.0k | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 1.8k $28.0k | Reduced -357 |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 1.7k $25.7k | Unchanged |
| Legal & General Group Plc 0.00% of their portfolio | 1.5k $22.6k | Unchanged |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 1.4k $22.0k | Unchanged |
| Triumph Capital Management 0.00% of their portfolio | 1.4k $21.7k | Added +300 |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 1.4k $21.1k | Unchanged |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 1.3k $20.3k | Added +579 |
| SIMPLEX TRADING, LLC 0.00% of their portfolio | 1.3k $19.7k | Reduced -417 |
| Pinnacle Wealth Planning Services, Inc. 0.00% of their portfolio | 1.3k $19.5k | Reduced -1 |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 1.1k $17.6k | Reduced -583 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 1.0k $15.9k | Added +575 |
| NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio | 891 $13.8k | Unchanged |
| GAMMA Investing LLC 0.00% of their portfolio | 845 $13.1k | Added +252 |