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 |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 2,478 | $41.3K | 0.00% | +1,740+235.8% | Added |
| Quest Partners LLC | 2,406 | $40.1K | 0.00% | +1,366+131.3% | Added |
| Royal Bank of Canada | 2,373 | $40.0K | 0.00% | −1,357−36.4% | Reduced |
| Simplex Trading, LLC | 2,275 | $37.0K | 0.00% | −54−2.3% | Reduced |
| Coldstream Capital Management Inc | 2,066 | $34.4K | 0.00% | +2,066 | New |
| CWM, LLC | 2,064 | $34.0K | 0.00% | +85+4.3% | Added |
| GWM Advisors LLC | 1,483 | $24.7K | 0.00% | +1,124+313.1% | Added |
| New York State Teachers Retirement System | 1,410 | $23.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,361 | $22.7K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 1,120 | $18.6K | 0.00% | −13,564−92.4% | Reduced |
| Point72 (DIFC) Ltd | 1,082 | $18.0K | 0.00% | +1,082 | New |
| CIBC Private Wealth Group, LLC | 900 | $13.5K | 0.00% | −178−16.5% | Reduced |
| Rise Advisors, LLC | 683 | $11.4K | 0.01% | +683 | New |
| Covestor Ltd | 626 | $10.0K | 0.01% | +482+334.7% | Added |
| Tower Research Capital LLC (TRC) | 568 | $9.46K | 0.00% | −388−40.6% | Reduced |
| Amalgamated Bank | 531 | $9.00K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 537 | $8.94K | 0.00% | +114+27.0% | Added |
| Versant Capital Management, Inc | 513 | $8.54K | 0.00% | +403+366.4% | Added |
| MAI Capital Management | 467 | $7.78K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 389 | $6.48K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 304 | $5.06K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 230 | $3.83K | 0.00% | +230 | New |
| Comerica Bank | 177 | $2.95K | 0.00% | −127−41.8% | Reduced |
| First Horizon Advisors, Inc. | 150 | $2.50K | 0.00% | +75+100.0% | Added |
| GAMMA Investing LLC | 126 | $2.10K | 0.00% | +116+1,160.0% | Added |
| The PNC Financial Services Group, Inc. | 126 | $2.10K | 0.00% | −601−82.7% | Reduced |
| Parallel Advisors, LLC | 113 | $1.88K | 0.00% | −125−52.5% | Reduced |
| Brown, Lisle/Cummings, Inc. | 106 | $1.76K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 77 | $1.28K | 0.00% | +77 | New |
| True Wealth Design, LLC | 70 | $1.17K | 0.00% | +70 | 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 |
| Massmutual Trust Co FSB | 57 | $949 | 0.00% | +57 | New |
| Rossby Financial, LCC | 61 | $903 | 0.00% | +61 | New |
| IFP Advisors, Inc | 41 | $849 | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 49 | $816 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 47 | $788 | 0.00% | +1+2.2% | Added |
| Rothschild Investment LLC | 47 | $783 | 0.00% | +35+291.7% | Added |
| Farther Finance Advisors, LLC | 40 | $663 | 0.00% | +10+33.3% | Added |
| Transce3nd, LLC | 31 | $516 | 0.00% | −22−41.5% | Reduced |
| Salem Investment Counselors Inc | 25 | $419 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 25 | $416 | 0.00% | −36−59.0% | Reduced |
| Advisors Asset Management, Inc. | 22 | $366 | 0.00% | +22 | New |
| Eq Wealth Advisors, LLC | 20 | $335 | 0.00% | +20 | New |
| Allworth Financial LP | 17 | $252 | 0.00% | −33−66.0% | Reduced |
| Private Trust Co NA | 15 | $250 | 0.00% | −1−6.3% | Reduced |
| AdvisorNet Financial, Inc | 12 | $199 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 12 | $195 | 0.00% | +1+9.1% | Added |
| HM Payson & Co | 10 | $167 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 10 | $167 | 0.00% | +10 | New |
| Colonial Trust Co | 9 | $150 | 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 |
| Boyd Watterson Asset Management LLC | 7 | $117 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 6 | $100 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 5 | $83 | 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 |
| 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 |
| 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 |
| Dunhill Financial, LLC | 1 | $19 | 0.00% | 00.0% | Unchanged |
| 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 |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −74,475−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −65,796−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −45,341−100.0% | Sold out |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −42,337−100.0% | Sold out |
| Swiss National Bank | 0 | $0 | 0.00% | −28,125−100.0% | Sold out |
| BayBridge Capital Group, LLC | 0 | $0 | 0.00% | −21,827−100.0% | Sold out |
| Corsair Capital Management, L.P. | 0 | $0 | 0.00% | −16,241−100.0% | Sold out |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0 | $0 | 0.00% | −8,644−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −6,832−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −1,576−100.0% | Sold out |
| Public Employees Retirement Association of Colorado | 0 | $0 | 0.00% | −1,345−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −624−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −137−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −136−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| UMA Financial Services, Inc. | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Studio Investment Management LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Central Trust Co | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| YANKCOM Partnership | 0 | $0 | 0.00% | −4−100.0% | Sold out |