Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in RMR held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 1.4M | $20.9M | -5.0% | 4.238% | 0.00% |
| 2 | Nantahala Capital Management, LLC | 1.1M | $17.8M | 0.0% | 3.602% | 0.91% |
| 3 | BANK OF AMERICA CORP /DE/ | 941K | $14.6M | +76.1% | 2.953% | 0.00% |
| 4 | MORGAN STANLEY | 937K | $14.5M | +2.2% | 2.940% | 0.00% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 862K | $13.3M | β | 2.706% | 0.00% |
| 6 | Flat Footed LLC | 803K | $12.4M | +2.4% | 2.519% | 4.20% |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 672K | $10.4M | β | 2.109% | 0.00% |
| 8 | FEDERATED HERMES, INC. | 527K | $8.2M | -8.6% | 1.655% | 0.01% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 468K | $7.2M | +2.2% | 1.469% | 0.00% |
| 10 | RENAISSANCE TECHNOLOGIES LLC | 440K | $6.8M | -2.4% | 1.380% | 0.01% |
| 11 | STATE STREET CORP | 401K | $6.2M | +2.5% | 1.259% | 0.00% |
| 12 | Garner Asset Management Corp | 358K | $5.5M | +11.2% | 1.123% | 2.17% |
| 13 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 338K | $5.2M | -54.5% | 1.061% | 0.02% |
| 14 | DIMENSIONAL FUND ADVISORS LP | 303K | $4.7M | -3.2% | 0.950% | 0.00% |
| 15 | NORTHERN TRUST CORP | 178K | $2.8M | +3.6% | 0.558% | 0.00% |
| 16 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 177K | $2.7M | -6.0% | 0.554% | 0.01% |
| 17 | GOLDMAN SACHS GROUP INC | 147K | $2.3M | +16.4% | 0.461% | 0.00% |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 134K | $2.1M | -2.5% | 0.421% | 0.00% |
| 19 | Jefferies Financial Group Inc. | 111K | $1.7M | +146.6% | 0.348% | 0.01% |
| 20 | STIFEL FINANCIAL CORP | 103K | $1.6M | +11.2% | 0.325% | 0.00% |
| 21 | VANGUARD FIDUCIARY TRUST CO | 102K | $1.6M | β | 0.319% | 0.00% |
| 22 | MARSHALL WACE, LLP | 100K | $1.5M | β | 0.314% | 0.00% |
| 23 | Truvestments Capital LLC | 98K | $1.5M | +3256566.7% | 0.307% | 0.27% |
| 24 | CITADEL ADVISORS LLC | 91K | $1.4M | β | 0.284% | 0.00% |
| 25 | Aviance Capital Partners, LLC | 90K | $1.4M | +41.7% | 0.283% | 0.16% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in RMR β a direct measure of their conviction.
Filings activity in RMR during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new RMR position in Q1 2026
Institutions that fully closed their RMR position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 163 | +0.0% | 27.99% | +1.56 pp | $191M | +5.9% |
| Q4 2025 | 163 | 5.2% | 26.43% | +0.93 pp | $180M | +3.6% |
| Q3 2025 | 172 | 1.7% | 25.50% | 1.52 pp | $174M | 5.6% |
| Q2 2025 | 175 | 1.1% | 27.02% | +0.34 pp | $184M | +1.3% |
| Q1 2025 | 177 | +6.0% | 26.68% | 7.19 pp | $182M | 21% |
| Q4 2024 | 167 | 4.0% | 33.87% | 7.73 pp | $231M | 19% |
| Q3 2024 | 174 | 5.4% | 41.60% | +3.17 pp | $283M | +8.2% |
| Q2 2024 | 184 | β | 38.43% | β | $262M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying RMR stock.
Based on Q1 2026 13F filings, institutional ownership of The RMR Group Inc. stands at 28.0%, held across 163 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of RMR, with approximately 1,350,705 shares worth $0.02B as of Q1 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of RMR, including RENAISSANCE TECHNOLOGIES LLC, CITADEL ADVISORS LLC.
Our composite Smart Money Score for RMR is 65 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
30 institutions opened new positions in RMR during Q1 2026, while 30 fully exited. 102 added to existing positions and 27 trimmed.
RMR institutional ownership rose by 1.56 percentage points quarter-over-quarter, with a net change of +0 holders.
The top 10 institutions account for 66.1% of all reported 13F value in RMR, and the top 25 account for 88.3%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
The RMR Group Inc. (RMR) Institutional Ownership