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Livermore
Livermore
ZHEN

RMR Group Inc.

RMR
Exchange
Nasdaq
Industry
Services-Management Consulting Services
SEC CIK
0001644378

No open-market purchases or sales by RMR Group Inc. insiders were filed in the last 90 days; 165 institutions reported holding it in 13F filings for Q2 2026, worth $265.1M in total; no superinvestor holds it.

13F holders, Q3 2024

Institutional positions in RMR Group Inc. as of Sep 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
175
−4 vs. Q2 2024
Shares held
12.2M
+2.25M (+22.6%) vs. Q2 2024
Total value
$310.2M
+$84.9M (+37.7%) vs. Q2 2024
New holders
19
58 more added
Sold out
23
40 more reduced

2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2024: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting RMR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2024: 175 institutions
Q1 2021: 186 institutionsQ2 2021: 177 institutionsQ3 2021: 181 institutionsQ4 2021: 190 institutionsQ1 2022: 185 institutionsQ2 2022: 186 institutionsQ3 2022: 175 institutionsQ4 2022: 185 institutionsQ1 2023: 194 institutionsQ2 2023: 171 institutionsQ3 2023: 181 institutionsQ4 2023: 192 institutionsQ1 2024: 184 institutionsQ2 2024: 181 institutionsQ3 2024: 175 institutionsQ4 2024: 168 institutionsQ1 2025: 179 institutionsQ2 2025: 179 institutionsQ3 2025: 177 institutionsQ4 2025: 170 institutionsQ1 2026: 169 institutionsQ2 2026: 165 institutions
Value heldQ3 2024: $310.2M
Q1 2021: $498.3MQ2 2021: $466.1MQ3 2021: $402.8MQ4 2021: $426.0MQ1 2022: $382.3MQ2 2022: $360.0MQ3 2022: $293.6MQ4 2022: $361.4MQ1 2023: $330.9MQ2 2023: $282.1MQ3 2023: $297.8MQ4 2023: $343.6MQ1 2024: $286.5MQ2 2024: $265.4MQ3 2024: $310.2MQ4 2024: $252.2MQ1 2025: $193.0MQ2 2025: $192.7MQ3 2025: $180.2MQ4 2025: $186.7MQ1 2026: $196.1MQ2 2026: $265.1M
Institutions holding RMR and their total value by quarter
QuarterHoldersValue
Q2 2026165$265.1M
Q1 2026169$196.1M
Q4 2025170$186.7M
Q3 2025177$180.2M
Q2 2025179$192.7M
Q1 2025179$193.0M
Q4 2024168$252.2M
Q3 2024175$310.2M
Q2 2024181$265.4M
Q1 2024184$286.5M
Q4 2023192$343.6M
Q3 2023181$297.8M
Q2 2023171$282.1M
Q1 2023194$330.9M
Q4 2022185$361.4M
Q3 2022175$293.6M
Q2 2022186$360.0M
Q1 2022185$382.3M
Q4 2021190$426.0M
Q3 2021181$402.8M
Q2 2021177$466.1M
Q1 2021186$498.3M

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding RMR Group Inc.; share changes are against Q2 2024.

Institutions holding RMR in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Public Employees Retirement Association of Colorado1,345$34.0K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)1,175$29.8K0.00%−12,684−91.5%Reduced
CIBC Private Wealth Group, LLC1,078$27.4K0.00%00.0%Unchanged
Sterling Capital Management LLC1,056$26.8K0.00%+1,056New
Advisor Group Holdings, Inc.725$18.4K0.00%−34−4.5%Reduced
Great West Life Assurance Co713$18.0K0.00%+7+1.0%Added
Quarry LP651$16.5K0.01%+546+520.0%Added
Amalgamated Bank531$13.0K0.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec389$9.87K0.00%+184+89.8%Added
Simplex Trading, LLC358$9.00K0.00%−2,340−86.7%Reduced
Barrow Hanley Mewhinney & Strauss LLC304$7.72K0.00%00.0%Unchanged
nVerses Capital, LLC300$7.61K0.00%−500−62.5%Reduced
US Bancorp298$7.56K0.00%−204−40.6%Reduced
GWM Advisors LLC294$7.46K0.00%+294New
EverSource Wealth Advisors, LLC259$6.57K0.00%00.0%Unchanged
Parallel Advisors, LLC238$6.04K0.00%00.0%Unchanged
Signaturefd, LLC218$5.53K0.00%+218New
Brown Brothers Harriman & Co136$3.45K0.00%+136New
Nisa Investment Advisors, LLC126$3.20K0.00%−7,903−98.4%Reduced
Comerica Bank112$2.84K0.00%00.0%Unchanged
Allworth Financial LP88$2.23K0.00%+1+1.1%Added
GAMMA Investing LLC83$2.11K0.00%+53+176.7%Added
Farther Finance Advisors, LLC79$2.00K0.00%+49+163.3%Added
TSFG, LLC83$2.00K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.78$1.98K0.00%00.0%Unchanged
First Horizon Advisors, Inc.75$1.90K0.00%00.0%Unchanged
Private Wealth Management Group, LLC73$1.85K0.00%00.0%Unchanged
Massmutual Trust Co FSB64$1.62K0.00%+64New
Tompkins Financial Corp49$1.24K0.00%00.0%Unchanged
Smartleaf Asset Management LLC48$1.19K0.00%00.0%Unchanged
IFP Advisors, Inc46$1.17K0.00%00.0%Unchanged
Larson Financial Group LLC45$1.15K0.00%+1+2.3%Added
Bessemer Group Inc30$1.00K0.00%00.0%Unchanged
Principal Securities, Inc.31$7870.00%00.0%Unchanged
Clearstead Advisors, LLC29$7370.00%00.0%Unchanged
Main Street Group, LTD27$6850.00%00.0%Unchanged
Salem Investment Counselors Inc25$6390.00%−25−50.0%Reduced
Colonial Trust Co19$4820.00%00.0%Unchanged
Lindbrook Capital, LLC18$4570.00%+18New
Rothschild Investment LLC17$4310.00%+10+142.9%Added
Private Trust Co NA16$4060.00%00.0%Unchanged
Cornerstone Planning Group LLC13$3140.00%+13New
AdvisorNet Financial, Inc11$2900.00%−2−15.4%Reduced
Sunbelt Securities, Inc.11$2870.00%−30−73.2%Reduced
Northwest Financial Advisors10$2570.00%+10New
Northwestern Mutual Wealth Management Co10$2540.00%−290−96.7%Reduced
HM Payson & Co10$2540.00%00.0%Unchanged
Creative Financial Designs Inc9$2280.00%+3+50.0%Added
Global Retirement Partners, LLC8$2070.00%00.0%Unchanged
North Star Investment Management Corp.8$2030.00%00.0%Unchanged
Boyd Watterson Asset Management LLC7$1780.00%00.0%Unchanged
Harbour Investments, Inc.6$1520.00%−20−76.9%Reduced
Sound Income Strategies, LLC6$1520.00%00.0%Unchanged
Beacon Capital Management, LLC6$1520.00%00.0%Unchanged
Capital Performance Advisors LLP6$1520.00%+6New
Steward Partners Investment Advisory, LLC5$1270.00%00.0%Unchanged
CoreCap Advisors, LLC4$1020.00%−3−42.9%Reduced
Albion Financial Group4$1020.00%00.0%Unchanged
Wolff Wiese Magana LLC4$1020.00%00.0%Unchanged
SOA Wealth Advisors, LLC.4$1020.00%00.0%Unchanged
Colonial Trust Advisors3$760.00%−2−40.0%Reduced
Truvestments Capital LLC3$760.00%+3New
Sachetta, LLC2$510.00%−41−95.3%Reduced
SRS Capital Advisors, Inc.2$510.00%00.0%Unchanged
AllSquare Wealth Management LLC2$510.00%00.0%Unchanged
Founders Capital Management2$510.00%00.0%Unchanged
Versant Capital Management, Inc2$510.00%+2New
Glen Eagle Advisors, LLC2$510.00%+2New
Eukles Asset Management2$500.00%00.0%Unchanged
Dunhill Financial, LLC1$290.00%+1New
Prestige Wealth Management Group LLC1$260.00%00.0%Unchanged
Fortis Group Advisors, LLC1$250.00%00.0%Unchanged
Live Oak Investment Partners–$250.00%––
Pineridge Advisors LLC1$250.00%00.0%Unchanged
National Bank of Canada1$250.00%00.0%Unchanged
Engine Capital Management, LP0$00.00%−110,979−100.0%Sold out
State of Tennessee, Treasury Department0$00.00%−20,120−100.0%Sold out
Voya Investment Management LLC0$00.00%−18,764−100.0%Sold out
Alps Advisors Inc0$00.00%−14,709−100.0%Sold out
Truist Financial Corp0$00.00%−14,611−100.0%Sold out
Panagora Asset Management Inc0$00.00%−14,542−100.0%Sold out
Magnetar Financial LLC0$00.00%−12,911−100.0%Sold out
Nebula Research & Development LLC0$00.00%−12,702−100.0%Sold out
Squarepoint Ops LLC0$00.00%−12,032−100.0%Sold out
HRT Financial LP0$00.00%−9,007−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−8,954−100.0%Sold out
Aviva PLC0$00.00%−8,852−100.0%Sold out
Quantbot Technologies LP0$00.00%−2,738−100.0%Sold out
State of Wyoming0$00.00%−1,797−100.0%Sold out
Amundi0$00.00%−1,693−100.0%Sold out
Gladius Capital Management LP0$00.00%−1,247−100.0%Sold out
Point72 (DIFC) Ltd0$00.00%−1,054−100.0%Sold out
Cypress Capital, LLC0$00.00%−200−100.0%Sold out
Frazier Financial Advisors, LLC0$00.00%−38−100.0%Sold out
Redwood Wealth Management Group, LLC0$00.00%−5−100.0%Sold out
LGT Financial Advisors LLC0$00.00%−4−100.0%Sold out
Triad Wealth Partners, LLC0$00.00%−3−100.0%Sold out
Fifth Third Bancorp0$00.00%−1−100.0%Sold out
BlackRock Inc.––––Not filed
Benjamin F. Edwards & Company, Inc.––––Not filed