RMR GROUP INC. — Institutional Ownership
Which tracked institutions hold RMR, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
26
Funds holding
$100515694
Total value held
Buying
17 added/new · 5 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $30452684 | 1483326 | +132621 | +9.82% |
| 2 | Bank Of America Corp /De/ | $17649128 | 859675 | -81577 | -8.67% |
| 3 | Morgan Stanley | $15654020 | 762493 | -174527 | -18.63% |
| 4 | Federated Hermes, Inc. | $11000323 | 535817 | +535817 | NEW BUY |
| 5 | State Street Corp | $8337603 | 406118 | +5051 | +1.26% |
| 6 | Northern Trust Corp | $3867708 | 188393 | +10426 | +5.86% |
| 7 | Goldman Sachs Group Inc | $3834347 | 186768 | +39826 | +27.10% |
| 8 | Jefferies Financial Group Inc. | $2104551 | 102511 | +102511 | NEW BUY |
| 9 | Stifel Financial Corp | $1958466 | 95395 | +95395 | NEW BUY |
| 10 | Bank Of New York Mellon Corp | $1631167 | 79453 | +1491 | +1.91% |
| 11 | Principal Financial Group Inc | $908719 | 44263 | +3123 | +7.59% |
| 12 | Barclays Plc | $781166 | 38050 | -1093 | -2.79% |
| 13 | Invesco Ltd. | $684942 | 33363 | +33363 | NEW BUY |
| 14 | Ubs Group Ag | $518218 | 25242 | +25242 | NEW BUY |
| 15 | Wells Fargo & Company/Mn | $414238 | 20178 | +14115 | +232.81% |
| 16 | Prudential Financial Inc | $272105 | 13254 | +220 | +1.69% |
| 17 | Citigroup Inc | $209631 | 10211 | +8752 | +599.86% |
| 18 | Jpmorgan Chase & Co | $160071 | 7718 | +501 | +6.94% |
| 19 | Royal Bank Of Canada | $45000 | 2184 | +361 | +19.80% |
| 20 | Pnc Financial Services Group, Inc. | $21680 | 1056 | -84 | -7.37% |
| 21 | Atlantic Union Bankshares Corp | $4106 | 200 | — | Held |
| 22 | Norwood Financial Corp | $2640 | 110 | — | Held |
| 23 | Fifth Third Bancorp | $2053 | 100 | -436 | -81.34% |
| 24 | Tompkins Financial Corp | $1006 | 49 | — | Held |
| 25 | Us Bancorp \De\ | $62 | 3 | — | Held |
| 26 | Amalgamated Financial Corp. | $60 | 1917 | +1917 | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.