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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.

Institutional holdersQ4 2024: 168 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 heldQ4 2024: $252.2M
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, Q4 2024

Shares, value and share of portfolio for each institution holding RMR Group Inc.; share changes are against Q3 2024.

Institutions holding RMR in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Advisor Group Holdings, Inc.738$15.2K0.00%+13+1.8%Added
The PNC Financial Services Group, Inc.727$15.0K0.00%+649+832.1%Added
Great West Life Assurance Co716$15.0K0.00%+3+0.4%Added
Signaturefd, LLC624$12.9K0.00%+406+186.2%Added
Amalgamated Bank531$11.0K0.00%00.0%Unchanged
MAI Capital Management467$9.64K0.00%+467New
SBI Securities Co., Ltd.423$8.73K0.00%+423New
Federation des caisses Desjardins du Quebec389$8.03K0.00%00.0%Unchanged
GWM Advisors LLC359$7.41K0.00%+65+22.1%Added
Barrow Hanley Mewhinney & Strauss LLC304$6.28K0.00%00.0%Unchanged
Comerica Bank304$6.28K0.00%+192+171.4%Added
Parallel Advisors, LLC238$4.91K0.00%00.0%Unchanged
Covestor Ltd144$3.00K0.00%−3,901−96.4%Reduced
US Bancorp137$2.83K0.00%−161−54.0%Reduced
Brown Brothers Harriman & Co136$2.81K0.00%00.0%Unchanged
Versant Capital Management, Inc110$2.27K0.00%+108+5,400.0%Added
Brown, Lisle/Cummings, Inc.106$2.19K0.00%+106New
TSFG, LLC83$2.00K0.00%00.0%Unchanged
First Horizon Advisors, Inc.75$1.55K0.00%00.0%Unchanged
WPG Advisers, LLC61$1.26K0.00%+61New
Transce3nd, LLC53$1.09K0.00%+53New
IFP Advisors, Inc41$1.05K0.00%−5−10.9%Reduced
R Squared Ltd50$1.03K0.00%+50New
Tompkins Financial Corp49$1.01K0.00%00.0%Unchanged
Bessemer Group Inc30$1.00K0.00%00.0%Unchanged
Allworth Financial LP50$9640.00%−38−43.2%Reduced
Larson Financial Group LLC46$9530.00%+1+2.2%Added
UMA Financial Services, Inc.38$7850.00%+38New
Farther Finance Advisors, LLC30$6190.00%−49−62.0%Reduced
Clearstead Advisors, LLC29$5990.00%00.0%Unchanged
Studio Investment Management LLC26$5370.00%+26New
Salem Investment Counselors Inc25$5200.00%00.0%Unchanged
Private Trust Co NA16$3300.00%00.0%Unchanged
Rothschild Investment LLC12$2480.00%−5−29.4%Reduced
AdvisorNet Financial, Inc12$2400.00%+1+9.1%Added
Sunbelt Securities, Inc.11$2370.00%00.0%Unchanged
HM Payson & Co10$2070.00%00.0%Unchanged
GAMMA Investing LLC10$2060.00%−73−88.0%Reduced
Colonial Trust Co9$1860.00%−10−52.6%Reduced
Creative Financial Designs Inc9$1860.00%00.0%Unchanged
Global Retirement Partners, LLC8$1680.00%00.0%Unchanged
North Star Investment Management Corp.8$1650.00%00.0%Unchanged
Golden State Wealth Management, LLC8$1650.00%+8New
Boyd Watterson Asset Management LLC7$1440.00%00.0%Unchanged
Harbour Investments, Inc.6$1240.00%00.0%Unchanged
Sound Income Strategies, LLC6$1240.00%00.0%Unchanged
Central Trust Co6$1240.00%+6New
Steward Partners Investment Advisory, LLC5$1030.00%00.0%Unchanged
Albion Financial Group4$830.00%00.0%Unchanged
Wolff Wiese Magana LLC4$830.00%00.0%Unchanged
SOA Wealth Advisors, LLC.4$830.00%00.0%Unchanged
CoreCap Advisors, LLC4$830.00%00.0%Unchanged
YANKCOM Partnership4$830.00%+4New
Colonial Trust Advisors3$620.00%00.0%Unchanged
Truvestments Capital LLC3$620.00%00.0%Unchanged
Kentucky Trust Co3$620.00%+3New
Capital A Wealth Management, LLC3$620.00%+3New
Eukles Asset Management2$420.00%00.0%Unchanged
Vision Financial Markets LLC2$420.00%+2New
AllSquare Wealth Management LLC2$410.00%00.0%Unchanged
Founders Capital Management2$410.00%00.0%Unchanged
Glen Eagle Advisors, LLC2$410.00%00.0%Unchanged
Dunhill Financial, LLC1$230.00%00.0%Unchanged
Prestige Wealth Management Group LLC1$210.00%00.0%Unchanged
National Bank of Canada1$210.00%00.0%Unchanged
Fortis Group Advisors, LLC1$210.00%00.0%Unchanged
Pineridge Advisors LLC1$210.00%00.0%Unchanged
Lee Danner & Bass Inc1$210.00%+1New
Deerfield Management Company, L.P. (Series C)0$00.00%−18,170−100.0%Sold out
Jane Street Group, LLC0$00.00%−18,141−100.0%Sold out
Kovack Advisors, Inc.0$00.00%−15,769−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−12,322−100.0%Sold out
Exchange Traded Concepts, LLC0$00.00%−12,051−100.0%Sold out
Seizert Capital Partners, LLC0$00.00%−10,658−100.0%Sold out
Stoneridge Investment Partners LLC0$00.00%−10,226−100.0%Sold out
SEI Investments Co0$00.00%−9,253−100.0%Sold out
Summit Global Investments0$00.00%−9,145−100.0%Sold out
Fiduciary Financial Group, LLC0$00.00%−8,619−100.0%Sold out
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main0$00.00%−3,200−100.0%Sold out
Meeder Asset Management Inc0$00.00%−3,177−100.0%Sold out
International Assets Investment Management, LLC0$00.00%−1,041−100.0%Sold out
Quarry LP0$00.00%−651−100.0%Sold out
nVerses Capital, LLC0$00.00%−300−100.0%Sold out
EverSource Wealth Advisors, LLC0$00.00%−259−100.0%Sold out
Nisa Investment Advisors, LLC0$00.00%−126−100.0%Sold out
Private Wealth Management Group, LLC0$00.00%−73−100.0%Sold out
Massmutual Trust Co FSB0$00.00%−64−100.0%Sold out
Smartleaf Asset Management LLC0$00.00%−48−100.0%Sold out
Principal Securities, Inc.0$00.00%−31−100.0%Sold out
Main Street Group, LTD0$00.00%−27−100.0%Sold out
Lindbrook Capital, LLC0$00.00%−18−100.0%Sold out
Cornerstone Planning Group LLC0$00.00%−13−100.0%Sold out
Northwest Financial Advisors0$00.00%−10−100.0%Sold out
Northwestern Mutual Wealth Management Co0$00.00%−10−100.0%Sold out
Capital Performance Advisors LLP0$00.00%−6−100.0%Sold out
Beacon Capital Management, LLC0$00.00%−6−100.0%Sold out
SRS Capital Advisors, Inc.0$00.00%−2−100.0%Sold out
Sachetta, LLC0$00.00%−2−100.0%Sold out
Live Oak Investment Partners0$00.00%–Sold out