NEWTON, MA
RMR GROUP INC.RMR— Latest position per institution from SEC 13F filings
15
Institutional holders
13.99M
Total shares held
279.87M
Estimated value
699.43K
Avg. position size
BLACKROCK FINANCE, INC.
CIK 1364742
Shares
1.77M
Value
40.07M
Filed
Jun 30, 2024
VANGUARD GROUP INC
CIK 102909
Shares
1.60M
Value
23.86M
Filed
Dec 31, 2025
BLACKROCK, INC.
CIK 2012383
Shares
1.48M
Value
30.45M
Filed
Jun 30, 2026
NANTAHALA CAPITAL MANAGEMENT, LLC
CIK 1472322
Shares
1.15M
Value
23.57M
Filed
Jun 30, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC
CIK 2100121
Shares
875.32K
Value
17.97M
Filed
Jun 30, 2026
FLAT FOOTED LLC
CIK 1799456
Shares
861.51K
Value
17.69M
Filed
Jun 30, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
859.67K
Value
17.65M
Filed
Jun 30, 2026
MORGAN STANLEY
CIK 895421
Shares
762.49K
Value
15.65M
Filed
Jun 30, 2026
VANGUARD CAPITAL MANAGEMENT LLC
CIK 2100119
Shares
693.82K
Value
14.24M
Filed
Jun 30, 2026
FEDERATED HERMES, INC.
CIK 1056288
Shares
535.82K
Value
11M
Filed
Jun 30, 2026
GEODE CAPITAL MANAGEMENT, LLC
CIK 1214717
Shares
480.91K
Value
9.87M
Filed
Jun 30, 2026
RENAISSANCE TECHNOLOGIES LLC
CIK 1037389
Shares
418.71K
Value
8.60M
Filed
Jun 30, 2026
STATE STREET CORP
CIK 93751
Shares
406.12K
Value
8.34M
Filed
Jun 30, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC
CIK 1164833
Shares
390.12K
Value
8.01M
Filed
Jun 30, 2026
WASATCH ADVISORS LP
CIK 814133
Shares
365.73K
Value
10.32M
Filed
Dec 31, 2023
GARNER ASSET MANAGEMENT CORP
CIK 1714093
Shares
332.47K
Value
6.81M
Filed
Jun 30, 2026
DIMENSIONAL FUND ADVISORS LP
CIK 354204
Shares
310.91K
Value
6.38M
Filed
Jun 30, 2026
MORGUARD LINCLUDEN GLOBAL INVESTMENTS LTD
CIK 1058231
Shares
290K
Value
5.95K
Filed
Jun 30, 2026
ASSENAGON ASSET MANAGEMENT S.A.
CIK 1546007
Shares
205.75K
Value
5.40M
Filed
Mar 31, 2023
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
CIK 1423442
Shares
193.85K
Value
3.98M
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | BLACKROCK FINANCE, INC. | 1364742 | 1.77M | 40.07M | Jun 30, 2024 |
| 2 | VANGUARD GROUP INC | 102909 | 1.60M | 23.86M | Dec 31, 2025 |
| 3 | BLACKROCK, INC. | 2012383 | 1.48M | 30.45M | Jun 30, 2026 |
| 4 | NANTAHALA CAPITAL MANAGEMENT, LLC | 1472322 | 1.15M | 23.57M | Jun 30, 2026 |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2100121 | 875.32K | 17.97M | Jun 30, 2026 |
| 6 | FLAT FOOTED LLC | 1799456 | 861.51K | 17.69M | Jun 30, 2026 |
| 7 | BANK OF AMERICA CORP /DE/ | 70858 | 859.67K | 17.65M | Jun 30, 2026 |
| 8 | MORGAN STANLEY | 895421 | 762.49K | 15.65M | Jun 30, 2026 |
| 9 | VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | 693.82K | 14.24M | Jun 30, 2026 |
| 10 | FEDERATED HERMES, INC. | 1056288 | 535.82K | 11M | Jun 30, 2026 |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 1214717 | 480.91K | 9.87M | Jun 30, 2026 |
| 12 | RENAISSANCE TECHNOLOGIES LLC | 1037389 | 418.71K | 8.60M | Jun 30, 2026 |
| 13 | STATE STREET CORP | 93751 | 406.12K | 8.34M | Jun 30, 2026 |
| 14 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 1164833 | 390.12K | 8.01M | Jun 30, 2026 |
| 15 | WASATCH ADVISORS LP | 814133 | 365.73K | 10.32M | Dec 31, 2023 |
| 16 | GARNER ASSET MANAGEMENT CORP | 1714093 | 332.47K | 6.81M | Jun 30, 2026 |
| 17 | DIMENSIONAL FUND ADVISORS LP | 354204 | 310.91K | 6.38M | Jun 30, 2026 |
| 18 | MORGUARD LINCLUDEN GLOBAL INVESTMENTS LTD | 1058231 | 290K | 5.95K | Jun 30, 2026 |
| 19 | ASSENAGON ASSET MANAGEMENT S.A. | 1546007 | 205.75K | 5.40M | Mar 31, 2023 |
| 20 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1423442 | 193.85K | 3.98M | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.