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Livermore
Livermore
ZHEN

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.

Institutional holdersQ2 2025: 179 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 heldQ2 2025: $192.7M
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, Q2 2025

Shares, value and share of portfolio for each institution holding RMR Group Inc.; share changes are against Q1 2025.

Institutions holding RMR in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
California State Teachers Retirement System1,120$18.3K0.00%00.0%Unchanged
Quest Partners LLC1,024$16.7K0.00%−1,382−57.4%Reduced
CIBC Private Wealth Group, LLC900$14.7K0.00%00.0%Unchanged
Comerica Bank749$12.2K0.00%+572+323.2%Added
SBI Securities Co., Ltd.742$12.1K0.00%+205+38.2%Added
Rise Advisors, LLC683$11.2K0.00%00.0%Unchanged
Barrow Hanley Mewhinney & Strauss LLC589$9.63K0.00%+285+93.8%Added
Amalgamated Bank531$9.00K0.00%00.0%Unchanged
MAI Capital Management482$7.88K0.00%+15+3.2%Added
GAMMA Investing LLC441$7.21K0.00%+315+250.0%Added
GWM Advisors LLC405$6.63K0.00%−1,078−72.7%Reduced
Federation des caisses Desjardins du Quebec389$6.36K0.00%00.0%Unchanged
IFP Advisors, Inc259$6.36K0.00%+218+531.7%Added
Huntington National Bank310$5.07K0.00%+310New
Massmutual Trust Co FSB296$4.84K0.00%+239+419.3%Added
Red Tortoise LLC294$4.81K0.00%+294New
Raymond James Financial Inc274$4.47K0.00%+274New
New York State Common Retirement Fund260$4.25K0.00%−6,100−95.9%Reduced
Farther Finance Advisors, LLC193$3.16K0.00%+153+382.5%Added
Nisa Investment Advisors, LLC159$2.60K0.00%+159New
First Horizon Advisors, Inc.150$2.45K0.00%00.0%Unchanged
Skopos Labs, Inc.126$2.06K0.00%+126New
Covestor Ltd155$2.00K0.00%−471−75.2%Reduced
Parallel Advisors, LLC113$1.85K0.00%00.0%Unchanged
Private Wealth Management Group, LLC113$1.85K0.00%+36+46.8%Added
Brown, Lisle/Cummings, Inc.106$1.73K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.97$1.59K0.00%+97New
Versant Capital Management, Inc95$1.55K0.00%−418−81.5%Reduced
True Wealth Design, LLC93$1.52K0.00%+23+32.9%Added
Rothschild Investment LLC77$1.26K0.00%+30+63.8%Added
Essential Partners LLC71$1.16K0.00%+71New
American National Bank66$1.08K0.00%+66New
Great West Life Assurance Co79$1.00K0.00%+11+16.2%Added
TSFG, LLC84$1.00K0.00%+1+1.2%Added
Avion Wealth101$1.00K0.00%+101New
Tompkins Financial Corp49$8010.00%00.0%Unchanged
Larson Financial Group LLC49$7970.00%+2+4.3%Added
Rossby Financial, LCC42$6870.00%−19−31.1%Reduced
Parkside Financial Bank & Trust35$5730.00%+35New
Fortitude Family Office, LLC35$5720.00%+35New
Transce3nd, LLC31$5070.00%00.0%Unchanged
Salem Investment Counselors Inc25$4120.00%00.0%Unchanged
WPG Advisers, LLC25$4090.00%00.0%Unchanged
Allworth Financial LP24$3960.00%+7+41.2%Added
Advisors Asset Management, Inc.21$3430.00%−1−4.5%Reduced
Eq Wealth Advisors, LLC20$3290.00%00.0%Unchanged
Sunbelt Securities, Inc.11$2370.00%−1−8.3%Reduced
AdvisorNet Financial, Inc12$2010.00%00.0%Unchanged
Ameritas Advisory Services, LLC11$1800.00%+11New
HM Payson & Co10$1640.00%00.0%Unchanged
Colonial Trust Co9$1470.00%00.0%Unchanged
Global Retirement Partners, LLC8$1330.00%+8New
North Star Investment Management Corp.8$1310.00%00.0%Unchanged
Golden State Wealth Management, LLC8$1310.00%00.0%Unchanged
Boyd Watterson Asset Management LLC7$1140.00%00.0%Unchanged
Private Trust Co NA5$820.00%−10−66.7%Reduced
Steward Partners Investment Advisory, LLC5$820.00%00.0%Unchanged
Albion Financial Group4$660.00%00.0%Unchanged
Wolff Wiese Magana LLC4$660.00%00.0%Unchanged
Sound Income Strategies, LLC4$650.00%−2−33.3%Reduced
Assetmark, Inc4$650.00%00.0%Unchanged
SOA Wealth Advisors, LLC.4$650.00%00.0%Unchanged
CoreCap Advisors, LLC4$650.00%00.0%Unchanged
Jones Financial Companies LLLP3$500.00%+3New
Creative Financial Designs Inc3$490.00%00.0%Unchanged
Truvestments Capital LLC3$490.00%00.0%Unchanged
Strategic Wealth Partners, Ltd.2$390.00%+2New
Colonial Trust Advisors2$330.00%−1−33.3%Reduced
Vision Financial Markets LLC2$330.00%00.0%Unchanged
AllSquare Wealth Management LLC2$330.00%00.0%Unchanged
Founders Capital Management2$330.00%00.0%Unchanged
Glen Eagle Advisors, LLC2$330.00%00.0%Unchanged
Clearstead Advisors, LLC2$330.00%+2New
Prestige Wealth Management Group LLC1$170.00%00.0%Unchanged
National Bank of Canada1$160.00%00.0%Unchanged
Eukles Asset Management1$160.00%00.0%Unchanged
Fortis Group Advisors, LLC1$160.00%00.0%Unchanged
Pineridge Advisors LLC1$160.00%00.0%Unchanged
Bessemer Group Inc30$00.00%00.0%Unchanged
Royce & Associates LP0$00.00%−101,715−100.0%Sold out
Teacher Retirement System of Texas0$00.00%−38,165−100.0%Sold out
Third Avenue Management LLC0$00.00%−37,000−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−26,749−100.0%Sold out
Los Angeles Capital Management LLC0$00.00%−25,138−100.0%Sold out
NewEdge Wealth, LLC0$00.00%−22,824−100.0%Sold out
Pacific Ridge Capital Partners, LLC0$00.00%−21,896−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−14,406−100.0%Sold out
Jump Financial, LLC0$00.00%−13,962−100.0%Sold out
Oxford Asset Management LLP0$00.00%−13,346−100.0%Sold out
State Board of Administration of Florida Retirement System0$00.00%−12,191−100.0%Sold out
Magnetar Financial LLC0$00.00%−11,840−100.0%Sold out
Intech Investment Management LLC0$00.00%−11,485−100.0%Sold out
Franklin Resources Inc0$00.00%−10,714−100.0%Sold out
Corebridge Financial, Inc.0$00.00%−7,574−100.0%Sold out
Coldstream Capital Management Inc0$00.00%−2,066−100.0%Sold out
Point72 (DIFC) Ltd0$00.00%−1,082−100.0%Sold out
Quadrant Capital Group LLC0$00.00%−10−100.0%Sold out
Northwestern Mutual Wealth Management Co0$00.00%−4−100.0%Sold out
Kentucky Trust Co0$00.00%−3−100.0%Sold out
Capital A Wealth Management, LLC0$00.00%−3−100.0%Sold out