Ranked by reported Q2 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. | 1.5M | $30.5M | +9.8% | 4.654% | 0.00% |
| 2 | Nantahala Capital Management, LLC | 1.1M | $23.6M | 0.0% | 3.602% | 0.39% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 875K | $18.0M | +1.5% | 2.747% | 0.00% |
| 4 | Flat Footed LLC | 862K | $17.7M | +7.3% | 2.703% | 1.35% |
| 5 | BANK OF AMERICA CORP /DE/ | 860K | $17.6M | -8.7% | 2.697% | 0.00% |
| 6 | MORGAN STANLEY | 762K | $15.7M | -18.6% | 2.392% | 0.00% |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 694K | $14.2M | +3.2% | 2.177% | 0.00% |
| 8 | FEDERATED HERMES, INC. | 536K | $11.0M | +1.6% | 1.681% | 0.02% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 481K | $9.9M | +2.7% | 1.509% | 0.00% |
| 10 | RENAISSANCE TECHNOLOGIES LLC | 419K | $8.6M | -4.8% | 1.314% | 0.01% |
| 11 | STATE STREET CORP | 406K | $8.3M | +1.3% | 1.274% | 0.00% |
| 12 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 390K | $8.0M | +15.3% | 1.224% | 0.02% |
| 13 | Garner Asset Management Corp | 332K | $6.8M | -7.1% | 1.043% | 2.21% |
| 14 | DIMENSIONAL FUND ADVISORS LP | 311K | $6.4M | +2.7% | 0.976% | 0.00% |
| 15 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 194K | $4.0M | +9.8% | 0.608% | 0.02% |
| 16 | NORTHERN TRUST CORP | 188K | $3.9M | +5.9% | 0.591% | 0.00% |
| 17 | GOLDMAN SACHS GROUP INC | 187K | $3.8M | +27.1% | 0.586% | 0.00% |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 136K | $2.8M | +1.4% | 0.427% | 0.00% |
| 19 | VANGUARD FIDUCIARY TRUST CO | 107K | $2.2M | +5.1% | 0.336% | 0.00% |
| 20 | Truvestments Capital LLC | 105K | $2.2M | +7.3% | 0.329% | 0.32% |
| 21 | Jefferies Financial Group Inc. | 103K | $2.1M | -7.7% | 0.322% | 0.01% |
| 22 | CWA Asset Management Group, LLC | 99K | $2.0M | +11.4% | 0.309% | 0.06% |
| 23 | STIFEL FINANCIAL CORP | 95K | $2.0M | -7.8% | 0.299% | 0.00% |
| 24 | Aviance Capital Partners, LLC | 89K | $1.8M | -0.9% | 0.280% | 0.19% |
| 25 | Quantinno Capital Management LP | 87K | $1.8M | +30.3% | 0.273% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in RMR — a direct measure of their conviction.
Filings activity in RMR during Q2 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 167 | 0.6% | 40.87% | +0.92 pp | $259M | +36% |
| Q1 2026 | 168 | +2.4% | 39.95% | +0.66 pp | $191M | +5.5% |
| Q4 2025 | 164 | 4.7% | 39.29% | +3.24 pp | $181M | +4.1% |
| Q3 2025 | 172 | 1.7% | 36.05% | 0.96 pp | $174M | 5.6% |
| Q2 2025 | 175 | 1.1% | 37.01% | +1.07 pp | $184M | +1.3% |
| Q1 2025 | 177 | +6.0% | 35.94% | 1.97 pp | $182M | 21% |
| Q4 2024 | 167 | 4.0% | 37.91% | +0.06 pp | $231M | 19% |
| Q3 2024 | 174 | — | 37.85% | — | $283M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying RMR stock.
Based on Q2 2026 13F filings, institutional ownership of The RMR Group Inc. stands at 40.9%, held across 167 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of RMR, with approximately 1,483,326 shares worth $0.03B as of Q2 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of RMR, including RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for RMR is 50 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
16 institutions opened new positions in RMR during Q2 2026, while 18 fully exited. 131 added to existing positions and 13 trimmed.
RMR institutional ownership rose by 0.92 percentage points quarter-over-quarter, with a net change of -1 holders.
The top 10 institutions account for 64.3% of all reported 13F value in RMR, and the top 25 account for 86.8%.
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