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, Q1 2025
Institutional positions in RMR Group Inc. as of Mar 31, 2025. 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
- 179
- +14 vs. Q4 2024
- Shares held
- 11.6M
- −597.3K (−4.9%) vs. Q4 2024
- Total value
- $193.0M
- −$58.4M (−23.2%) vs. Q4 2024
- New holders
- 36
- 50 more added
- Sold out
- 22
- 48 more reduced
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding RMR Group Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Eukles Asset Management | 1 | $17 | 0.00% | −1−50.0% | Reduced |
| National Bank of Canada | 1 | $17 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1 | $17 | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 1 | $17 | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 1 | $17 | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 1 | $17 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $19 | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 2 | $33 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 2 | $33 | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 2 | $33 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 2 | $33 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 3 | $50 | 0.00% | −6−66.7% | Reduced |
| Colonial Trust Advisors | 3 | $50 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 3 | $50 | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 3 | $50 | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 3 | $50 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 4 | $67 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 4 | $67 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 4 | $67 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 4 | $67 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 4 | $67 | 0.00% | +4 | New |
| Assetmark, Inc | 4 | $67 | 0.00% | +4 | New |
| Steward Partners Investment Advisory, LLC | 5 | $83 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 6 | $100 | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 7 | $117 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 8 | $133 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 8 | $133 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 9 | $150 | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 10 | $167 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 10 | $167 | 0.00% | +10 | New |
| Sunbelt Securities, Inc. | 12 | $195 | 0.00% | +1+9.1% | Added |
| AdvisorNet Financial, Inc | 12 | $199 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 15 | $250 | 0.00% | −1−6.3% | Reduced |
| Allworth Financial LP | 17 | $252 | 0.00% | −33−66.0% | Reduced |
| Eq Wealth Advisors, LLC | 20 | $335 | 0.00% | +20 | New |
| Advisors Asset Management, Inc. | 22 | $366 | 0.00% | +22 | New |
| WPG Advisers, LLC | 25 | $416 | 0.00% | −36−59.0% | Reduced |
| Salem Investment Counselors Inc | 25 | $419 | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 31 | $516 | 0.00% | −22−41.5% | Reduced |
| Farther Finance Advisors, LLC | 40 | $663 | 0.00% | +10+33.3% | Added |
| Rothschild Investment LLC | 47 | $783 | 0.00% | +35+291.7% | Added |
| Larson Financial Group LLC | 47 | $788 | 0.00% | +1+2.2% | Added |
| Tompkins Financial Corp | 49 | $816 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 41 | $849 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 61 | $903 | 0.00% | +61 | New |
| Massmutual Trust Co FSB | 57 | $949 | 0.00% | +57 | New |
| Great West Life Assurance Co | 68 | $1.00K | 0.00% | −648−90.5% | Reduced |
| TSFG, LLC | 83 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 70 | $1.17K | 0.00% | +70 | New |
| Private Wealth Management Group, LLC | 77 | $1.28K | 0.00% | +77 | New |
| Brown, Lisle/Cummings, Inc. | 106 | $1.76K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 113 | $1.88K | 0.00% | −125−52.5% | Reduced |
| The PNC Financial Services Group, Inc. | 126 | $2.10K | 0.00% | −601−82.7% | Reduced |
| GAMMA Investing LLC | 126 | $2.10K | 0.00% | +116+1,160.0% | Added |
| First Horizon Advisors, Inc. | 150 | $2.50K | 0.00% | +75+100.0% | Added |
| Comerica Bank | 177 | $2.95K | 0.00% | −127−41.8% | Reduced |
| EverSource Wealth Advisors, LLC | 230 | $3.83K | 0.00% | +230 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 304 | $5.06K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 389 | $6.48K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 467 | $7.78K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 513 | $8.54K | 0.00% | +403+366.4% | Added |
| SBI Securities Co., Ltd. | 537 | $8.94K | 0.00% | +114+27.0% | Added |
| Amalgamated Bank | 531 | $9.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 568 | $9.46K | 0.00% | −388−40.6% | Reduced |
| Covestor Ltd | 626 | $10.0K | 0.01% | +482+334.7% | Added |
| Rise Advisors, LLC | 683 | $11.4K | 0.01% | +683 | New |
| CIBC Private Wealth Group, LLC | 900 | $13.5K | 0.00% | −178−16.5% | Reduced |
| Point72 (DIFC) Ltd | 1,082 | $18.0K | 0.00% | +1,082 | New |
| California State Teachers Retirement System | 1,120 | $18.6K | 0.00% | −13,564−92.4% | Reduced |
| Ameritas Investment Partners, Inc. | 1,361 | $22.7K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 1,410 | $23.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,483 | $24.7K | 0.00% | +1,124+313.1% | Added |
| CWM, LLC | 2,064 | $34.0K | 0.00% | +85+4.3% | Added |
| Coldstream Capital Management Inc | 2,066 | $34.4K | 0.00% | +2,066 | New |
| Simplex Trading, LLC | 2,275 | $37.0K | 0.00% | −54−2.3% | Reduced |
| Royal Bank of Canada | 2,373 | $40.0K | 0.00% | −1,357−36.4% | Reduced |
| Quest Partners LLC | 2,406 | $40.1K | 0.00% | +1,366+131.3% | Added |
| Advisor Group Holdings, Inc. | 2,478 | $41.3K | 0.00% | +1,740+235.8% | Added |
| FMR LLC | 2,976 | $49.6K | 0.00% | −1,488−33.3% | Reduced |
| STRS Ohio | 3,000 | $50.0K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 3,122 | $52.0K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 3,728 | $62.1K | 0.00% | −29,490−88.8% | Reduced |
| Legal & General Group Plc | 4,010 | $66.8K | 0.00% | −12,385−75.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 4,287 | $71.4K | 0.03% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 4,529 | $75.4K | 0.02% | +4,529 | New |
| New York State Common Retirement Fund | 6,360 | $105.9K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 7,258 | $120.8K | 0.00% | +1,000+16.0% | Added |
| Corebridge Financial, Inc. | 7,574 | $126.1K | 0.00% | −113−1.5% | Reduced |
| MetLife Investment Management | 8,290 | $138.0K | 0.00% | −5−0.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 9,262 | $154.2K | 0.00% | +390+4.4% | Added |
| CastleKnight Management LP | 10,000 | $166.5K | 0.02% | −10,103−50.3% | Reduced |
| Franklin Resources Inc | 10,714 | $178.4K | 0.00% | +887+9.0% | Added |
| Thrivent Financial for Lutherans | 10,825 | $180.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 10,953 | $182.4K | 0.00% | +1,748+19.0% | Added |
| Citigroup Inc | 11,374 | $189.4K | 0.00% | −3,828−25.2% | Reduced |
| Intech Investment Management LLC | 11,485 | $191.2K | 0.00% | +11,485 | New |
| KLP Kapitalforvaltning AS | 11,600 | $193.1K | 0.00% | −2,800−19.4% | Reduced |
| Magnetar Financial LLC | 11,840 | $197.1K | 0.00% | +11,840 | New |
| Aquatic Capital Management LLC | 12,135 | $202.0K | 0.01% | +4,035+49.8% | Added |