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, Q2 2025
Institutional positions in RMR Group Inc. as of Jun 30, 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
- 0 vs. Q1 2025
- Shares held
- 11.8M
- +196.6K (+1.7%) vs. Q1 2025
- Total value
- $192.7M
- −$251.5K (−0.1%) vs. Q1 2025
- New holders
- 23
- 58 more added
- Sold out
- 23
- 47 more reduced
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding RMR Group Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bessemer Group Inc | 30 | $0 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1 | $16 | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 1 | $16 | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 1 | $16 | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 1 | $16 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1 | $17 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 2 | $33 | 0.00% | −1−33.3% | Reduced |
| 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 |
| Clearstead Advisors, LLC | 2 | $33 | 0.00% | +2 | New |
| Strategic Wealth Partners, Ltd. | 2 | $39 | 0.00% | +2 | New |
| Creative Financial Designs Inc | 3 | $49 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 3 | $49 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 3 | $50 | 0.00% | +3 | New |
| Sound Income Strategies, LLC | 4 | $65 | 0.00% | −2−33.3% | Reduced |
| Assetmark, Inc | 4 | $65 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 4 | $65 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 4 | $65 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 4 | $66 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 4 | $66 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 5 | $82 | 0.00% | −10−66.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 5 | $82 | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 7 | $114 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 8 | $131 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 8 | $131 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 8 | $133 | 0.00% | +8 | New |
| Colonial Trust Co | 9 | $147 | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 10 | $164 | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 11 | $180 | 0.00% | +11 | New |
| AdvisorNet Financial, Inc | 12 | $201 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 11 | $237 | 0.00% | −1−8.3% | Reduced |
| Eq Wealth Advisors, LLC | 20 | $329 | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 21 | $343 | 0.00% | −1−4.5% | Reduced |
| Allworth Financial LP | 24 | $396 | 0.00% | +7+41.2% | Added |
| WPG Advisers, LLC | 25 | $409 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 25 | $412 | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 31 | $507 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 35 | $572 | 0.00% | +35 | New |
| Parkside Financial Bank & Trust | 35 | $573 | 0.00% | +35 | New |
| Rossby Financial, LCC | 42 | $687 | 0.00% | −19−31.1% | Reduced |
| Larson Financial Group LLC | 49 | $797 | 0.00% | +2+4.3% | Added |
| Tompkins Financial Corp | 49 | $801 | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 79 | $1.00K | 0.00% | +11+16.2% | Added |
| TSFG, LLC | 84 | $1.00K | 0.00% | +1+1.2% | Added |
| Avion Wealth | 101 | $1.00K | 0.00% | +101 | New |
| American National Bank | 66 | $1.08K | 0.00% | +66 | New |
| Essential Partners LLC | 71 | $1.16K | 0.00% | +71 | New |
| Rothschild Investment LLC | 77 | $1.26K | 0.00% | +30+63.8% | Added |
| True Wealth Design, LLC | 93 | $1.52K | 0.00% | +23+32.9% | Added |
| Versant Capital Management, Inc | 95 | $1.55K | 0.00% | −418−81.5% | Reduced |
| SRS Capital Advisors, Inc. | 97 | $1.59K | 0.00% | +97 | New |
| Brown, Lisle/Cummings, Inc. | 106 | $1.73K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 113 | $1.85K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 113 | $1.85K | 0.00% | +36+46.8% | Added |
| Covestor Ltd | 155 | $2.00K | 0.00% | −471−75.2% | Reduced |
| Skopos Labs, Inc. | 126 | $2.06K | 0.00% | +126 | New |
| First Horizon Advisors, Inc. | 150 | $2.45K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 159 | $2.60K | 0.00% | +159 | New |
| Farther Finance Advisors, LLC | 193 | $3.16K | 0.00% | +153+382.5% | Added |
| New York State Common Retirement Fund | 260 | $4.25K | 0.00% | −6,100−95.9% | Reduced |
| Raymond James Financial Inc | 274 | $4.47K | 0.00% | +274 | New |
| Red Tortoise LLC | 294 | $4.81K | 0.00% | +294 | New |
| Massmutual Trust Co FSB | 296 | $4.84K | 0.00% | +239+419.3% | Added |
| Huntington National Bank | 310 | $5.07K | 0.00% | +310 | New |
| Federation des caisses Desjardins du Quebec | 389 | $6.36K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 259 | $6.36K | 0.00% | +218+531.7% | Added |
| GWM Advisors LLC | 405 | $6.63K | 0.00% | −1,078−72.7% | Reduced |
| GAMMA Investing LLC | 441 | $7.21K | 0.00% | +315+250.0% | Added |
| MAI Capital Management | 482 | $7.88K | 0.00% | +15+3.2% | Added |
| Amalgamated Bank | 531 | $9.00K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 589 | $9.63K | 0.00% | +285+93.8% | Added |
| Rise Advisors, LLC | 683 | $11.2K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 742 | $12.1K | 0.00% | +205+38.2% | Added |
| Comerica Bank | 749 | $12.2K | 0.00% | +572+323.2% | Added |
| CIBC Private Wealth Group, LLC | 900 | $14.7K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 1,024 | $16.7K | 0.00% | −1,382−57.4% | Reduced |
| California State Teachers Retirement System | 1,120 | $18.3K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,231 | $20.1K | 0.00% | +1,001+435.2% | Added |
| Ameritas Investment Partners, Inc. | 1,361 | $22.3K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 1,410 | $23.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,459 | $23.9K | 0.00% | −2,551−63.6% | Reduced |
| BNP Paribas Arbitrage, SA | 1,536 | $25.1K | 0.00% | −12,287−88.9% | Reduced |
| The PNC Financial Services Group, Inc. | 1,773 | $29.0K | 0.00% | +1,647+1,307.1% | Added |
| Advisor Group Holdings, Inc. | 2,479 | $40.8K | 0.00% | +10.0% | Added |
| STRS Ohio | 3,000 | $49.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,081 | $50.4K | 0.00% | +2,513+442.4% | Added |
| Police & Firemen's Retirement System of New Jersey | 3,122 | $51.0K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 3,535 | $57.8K | 0.00% | −193−5.2% | Reduced |
| Caldwell Sutter Capital, Inc. | 4,250 | $69.5K | 0.03% | −37−0.9% | Reduced |
| Simplex Trading, LLC | 4,582 | $74.0K | 0.00% | +2,307+101.4% | Added |
| Quantbot Technologies LP | 4,934 | $80.7K | 0.00% | −8,345−62.8% | Reduced |
| Citigroup Inc | 6,171 | $100.9K | 0.00% | −5,203−45.7% | Reduced |
| CWM, LLC | 6,522 | $107.0K | 0.00% | +4,458+216.0% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 6,866 | $112.3K | 0.02% | +2,337+51.6% | Added |
| Public Employees Retirement System of Ohio | 7,258 | $118.7K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 8,290 | $135.5K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 8,497 | $138.9K | 0.00% | −765−8.3% | Reduced |
| Royal Bank of Canada | 9,607 | $156.0K | 0.00% | +7,234+304.8% | Added |