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, Q4 2024
Institutional positions in RMR Group Inc. as of Dec 31, 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
- 168
- −7 vs. Q3 2024
- Shares held
- 12.2M
- +4.81K (0.0%) vs. Q3 2024
- Total value
- $252.2M
- −$57.9M (−18.7%) vs. Q3 2024
- New holders
- 24
- 52 more added
- Sold out
- 31
- 45 more reduced
Compare with Q3 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 165 | $265.1M |
| Q1 2026 | 169 | $196.1M |
| Q4 2025 | 170 | $186.7M |
| Q3 2025 | 177 | $180.2M |
| Q2 2025 | 179 | $192.7M |
| Q1 2025 | 179 | $193.0M |
| Q4 2024 | 168 | $252.2M |
| Q3 2024 | 175 | $310.2M |
| Q2 2024 | 181 | $265.4M |
| Q1 2024 | 184 | $286.5M |
| Q4 2023 | 192 | $343.6M |
| Q3 2023 | 181 | $297.8M |
| Q2 2023 | 171 | $282.1M |
| Q1 2023 | 194 | $330.9M |
| Q4 2022 | 185 | $361.4M |
| Q3 2022 | 175 | $293.6M |
| Q2 2022 | 186 | $360.0M |
| Q1 2022 | 185 | $382.3M |
| Q4 2021 | 190 | $426.0M |
| Q3 2021 | 181 | $402.8M |
| Q2 2021 | 177 | $466.1M |
| Q1 2021 | 186 | $498.3M |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding RMR Group Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Prestige Wealth Management Group LLC | 1 | $21 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1 | $21 | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 1 | $21 | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 1 | $21 | 0.00% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 1 | $21 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $23 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 2 | $41 | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 2 | $41 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 2 | $41 | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 2 | $42 | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 2 | $42 | 0.00% | +2 | New |
| Colonial Trust Advisors | 3 | $62 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 3 | $62 | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 3 | $62 | 0.00% | +3 | New |
| Capital A Wealth Management, LLC | 3 | $62 | 0.00% | +3 | New |
| Albion Financial Group | 4 | $83 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 4 | $83 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 4 | $83 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 4 | $83 | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 4 | $83 | 0.00% | +4 | New |
| Steward Partners Investment Advisory, LLC | 5 | $103 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 6 | $124 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 6 | $124 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 6 | $124 | 0.00% | +6 | New |
| Boyd Watterson Asset Management LLC | 7 | $144 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 8 | $165 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 8 | $165 | 0.00% | +8 | New |
| Global Retirement Partners, LLC | 8 | $168 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 9 | $186 | 0.00% | −10−52.6% | Reduced |
| Creative Financial Designs Inc | 9 | $186 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 10 | $206 | 0.00% | −73−88.0% | Reduced |
| HM Payson & Co | 10 | $207 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 11 | $237 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 12 | $240 | 0.00% | +1+9.1% | Added |
| Rothschild Investment LLC | 12 | $248 | 0.00% | −5−29.4% | Reduced |
| Private Trust Co NA | 16 | $330 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 25 | $520 | 0.00% | 00.0% | Unchanged |
| Studio Investment Management LLC | 26 | $537 | 0.00% | +26 | New |
| Clearstead Advisors, LLC | 29 | $599 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 30 | $619 | 0.00% | −49−62.0% | Reduced |
| UMA Financial Services, Inc. | 38 | $785 | 0.00% | +38 | New |
| Larson Financial Group LLC | 46 | $953 | 0.00% | +1+2.2% | Added |
| Allworth Financial LP | 50 | $964 | 0.00% | −38−43.2% | Reduced |
| Bessemer Group Inc | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 49 | $1.01K | 0.00% | 00.0% | Unchanged |
| R Squared Ltd | 50 | $1.03K | 0.00% | +50 | New |
| IFP Advisors, Inc | 41 | $1.05K | 0.00% | −5−10.9% | Reduced |
| Transce3nd, LLC | 53 | $1.09K | 0.00% | +53 | New |
| WPG Advisers, LLC | 61 | $1.26K | 0.00% | +61 | New |
| First Horizon Advisors, Inc. | 75 | $1.55K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 83 | $2.00K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 106 | $2.19K | 0.00% | +106 | New |
| Versant Capital Management, Inc | 110 | $2.27K | 0.00% | +108+5,400.0% | Added |
| Brown Brothers Harriman & Co | 136 | $2.81K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 137 | $2.83K | 0.00% | −161−54.0% | Reduced |
| Covestor Ltd | 144 | $3.00K | 0.00% | −3,901−96.4% | Reduced |
| Parallel Advisors, LLC | 238 | $4.91K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 304 | $6.28K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 304 | $6.28K | 0.00% | +192+171.4% | Added |
| GWM Advisors LLC | 359 | $7.41K | 0.00% | +65+22.1% | Added |
| Federation des caisses Desjardins du Quebec | 389 | $8.03K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 423 | $8.73K | 0.00% | +423 | New |
| MAI Capital Management | 467 | $9.64K | 0.00% | +467 | New |
| Amalgamated Bank | 531 | $11.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 624 | $12.9K | 0.00% | +406+186.2% | Added |
| Great West Life Assurance Co | 716 | $15.0K | 0.00% | +3+0.4% | Added |
| The PNC Financial Services Group, Inc. | 727 | $15.0K | 0.00% | +649+832.1% | Added |
| Advisor Group Holdings, Inc. | 738 | $15.2K | 0.00% | +13+1.8% | Added |
| Tower Research Capital LLC (TRC) | 956 | $19.7K | 0.00% | −219−18.6% | Reduced |
| CIBC Private Wealth Group, LLC | 1,078 | $20.9K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 1,040 | $21.5K | 0.00% | −7,840−88.3% | Reduced |
| Public Employees Retirement Association of Colorado | 1,345 | $28.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,361 | $28.1K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 1,410 | $29.0K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,557 | $32.0K | 0.02% | −10−0.6% | Reduced |
| Creative Planning | 1,576 | $32.5K | 0.00% | +1,576 | New |
| CWM, LLC | 1,979 | $41.0K | 0.00% | −531−21.2% | Reduced |
| Simplex Trading, LLC | 2,329 | $48.0K | 0.00% | +1,971+550.6% | Added |
| STRS Ohio | 3,000 | $61.9K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 3,043 | $62.8K | 0.00% | +3,043 | New |
| Police & Firemen's Retirement System of New Jersey | 3,122 | $64.4K | 0.00% | +3,122 | New |
| Royal Bank of Canada | 3,730 | $77.0K | 0.00% | −1,741−31.8% | Reduced |
| Caldwell Sutter Capital, Inc. | 4,287 | $88.5K | 0.04% | 00.0% | Unchanged |
| FMR LLC | 4,464 | $92.1K | 0.00% | −37,275−89.3% | Reduced |
| Public Employees Retirement System of Ohio | 6,258 | $129.2K | 0.00% | +181+3.0% | Added |
| New York State Common Retirement Fund | 6,360 | $131.3K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 6,832 | $141.0K | 0.00% | +908+15.3% | Added |
| BNP Paribas Arbitrage, SA | 7,608 | $157.0K | 0.00% | −4,492−37.1% | Reduced |
| Corebridge Financial, Inc. | 7,687 | $158.7K | 0.00% | −580−7.0% | Reduced |
| Aquatic Capital Management LLC | 8,100 | $167.2K | 0.00% | +5,800+252.2% | Added |
| MetLife Investment Management | 8,295 | $171.2K | 0.00% | −40−0.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,644 | $178.4K | 0.00% | +2,049+31.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 8,872 | $183.1K | 0.00% | +380+4.5% | Added |
| Wells Fargo & Company | 9,205 | $190.0K | 0.00% | +2,010+27.9% | Added |
| Franklin Resources Inc | 9,827 | $202.8K | 0.00% | −15,011−60.4% | Reduced |
| Susquehanna International Group, LLP | 10,487 | $216.5K | 0.00% | +10,487 | New |
| Thrivent Financial for Lutherans | 10,825 | $223.0K | 0.00% | −14,185−56.7% | Reduced |
| Deutsche Bank AG | 13,515 | $278.9K | 0.00% | +7,885+140.1% | Added |
| KLP Kapitalforvaltning AS | 14,400 | $297.2K | 0.00% | +14,400 | New |
| California State Teachers Retirement System | 14,684 | $303.1K | 0.00% | −166−1.1% | Reduced |