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, Q3 2025
Institutional positions in RMR Group Inc. as of Sep 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
- 177
- −1 vs. Q2 2025
- Shares held
- 11.5M
- −320.3K (−2.7%) vs. Q2 2025
- Total value
- $180.2M
- −$12.5M (−6.5%) vs. Q2 2025
- New holders
- 18
- 60 more added
- Sold out
- 19
- 41 more reduced
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding RMR Group Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Prestige Wealth Management Group LLC | 1 | $16 | 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 |
| Colonial Trust Advisors | 2 | $31 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 2 | $31 | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 2 | $31 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 2 | $31 | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 2 | $32 | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 2 | $37 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 3 | $47 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 3 | $48 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 4 | $59 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 4 | $63 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 4 | $63 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 4 | $63 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 4 | $63 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 5 | $79 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 5 | $79 | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 6 | $94 | 0.00% | −1−14.3% | Reduced |
| North Star Investment Management Corp. | 8 | $126 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 8 | $126 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 8 | $126 | 0.00% | +8 | New |
| Global Retirement Partners, LLC | 8 | $128 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 9 | $142 | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 10 | $158 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 11 | $173 | 0.00% | −84−88.4% | Reduced |
| Sunbelt Securities, Inc. | 12 | $192 | 0.00% | +1+9.1% | Added |
| AdvisorNet Financial, Inc | 13 | $199 | 0.00% | +1+8.3% | Added |
| Advisors Asset Management, Inc. | 18 | $283 | 0.00% | −3−14.3% | Reduced |
| WPG Advisers, LLC | 25 | $393 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 25 | $396 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 30 | $472 | 0.00% | +30 | New |
| Parkside Financial Bank & Trust | 35 | $551 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 35 | $551 | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 35 | $551 | 0.00% | +35 | New |
| Rossby Financial, LCC | 42 | $655 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 42 | $661 | 0.00% | +42 | New |
| Tompkins Financial Corp | 49 | $771 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 50 | $787 | 0.00% | +1+2.0% | Added |
| Allworth Financial LP | 54 | $853 | 0.00% | +30+125.0% | Added |
| Great West Life Assurance Co | 80 | $1.00K | 0.00% | +1+1.3% | Added |
| Avion Wealth | 101 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 84 | $1.00K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 65 | $1.02K | 0.00% | +65 | New |
| IFP Advisors, Inc | 71 | $1.12K | 0.00% | −188−72.6% | Reduced |
| Bare Financial Services, Inc | 76 | $1.20K | 0.00% | +76 | New |
| Rothschild Investment LLC | 77 | $1.21K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 106 | $1.67K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 113 | $1.78K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 113 | $1.78K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 117 | $1.84K | 0.00% | +115+5,750.0% | Added |
| Nisa Investment Advisors, LLC | 159 | $2.50K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 186 | $2.93K | 0.00% | +93+100.0% | Added |
| Farther Finance Advisors, LLC | 193 | $3.04K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 200 | $3.15K | 0.00% | +200 | New |
| Optiver Holding B.V. | 266 | $4.18K | 0.00% | +266 | New |
| GWM Advisors LLC | 301 | $4.73K | 0.00% | −104−25.7% | Reduced |
| Massmutual Trust Co FSB | 310 | $4.88K | 0.00% | +14+4.7% | Added |
| Federation des caisses Desjardins du Quebec | 426 | $6.70K | 0.00% | +37+9.5% | Added |
| MAI Capital Management | 482 | $7.58K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 531 | $8.00K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 554 | $8.71K | 0.00% | +113+25.6% | Added |
| Covestor Ltd | 636 | $10.0K | 0.01% | +481+310.3% | Added |
| Tower Research Capital LLC (TRC) | 678 | $10.7K | 0.00% | −2,403−78.0% | Reduced |
| Rise Advisors, LLC | 683 | $10.7K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 690 | $10.9K | 0.00% | +380+122.6% | Added |
| SBI Securities Co., Ltd. | 742 | $11.7K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 748 | $11.8K | 0.00% | −1−0.1% | Reduced |
| CIBC Private Wealth Group, LLC | 900 | $14.2K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 915 | $14.4K | 0.00% | +844+1,188.7% | Added |
| Point72 (DIFC) Ltd | 923 | $14.5K | 0.00% | +923 | New |
| Quantbot Technologies LP | 1,090 | $17.1K | 0.00% | −3,844−77.9% | Reduced |
| California State Teachers Retirement System | 1,121 | $17.6K | 0.00% | +1+0.1% | Added |
| SRS Capital Advisors, Inc. | 1,188 | $18.7K | 0.00% | +1,091+1,124.7% | Added |
| EverSource Wealth Advisors, LLC | 1,248 | $19.6K | 0.00% | +17+1.4% | Added |
| Ameritas Investment Partners, Inc. | 1,361 | $21.4K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 1,410 | $22.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,459 | $22.9K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 1,546 | $24.3K | 0.00% | −5,320−77.5% | Reduced |
| New York State Common Retirement Fund | 1,660 | $26.1K | 0.00% | +1,400+538.5% | Added |
| Simplex Trading, LLC | 1,798 | $28.0K | 0.00% | −2,784−60.8% | Reduced |
| Citigroup Inc | 1,842 | $29.0K | 0.00% | −4,329−70.2% | Reduced |
| The PNC Financial Services Group, Inc. | 1,864 | $29.3K | 0.00% | +91+5.1% | Added |
| Royal Bank of Canada | 2,240 | $35.0K | 0.00% | −7,367−76.7% | Reduced |
| Quarry LP | 2,267 | $35.7K | 0.01% | +2,267 | New |
| Virtue Capital Management, LLC | 10,000 | $42.9K | 0.01% | +10,000 | New |
| STRS Ohio | 3,000 | $47.2K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 3,393 | $53.4K | 0.00% | +1,857+120.9% | Added |
| Advisor Group Holdings, Inc. | 3,513 | $58.2K | 0.00% | +1,034+41.7% | Added |
| Caldwell Sutter Capital, Inc. | 3,745 | $58.9K | 0.03% | −505−11.9% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 5,113 | $80.4K | 0.00% | +1,991+63.8% | Added |
| Flat Footed LLC | 6,834 | $107.5K | 0.02% | −52,629−88.5% | Reduced |
| CWM, LLC | 6,896 | $108.0K | 0.00% | +374+5.7% | Added |
| Public Employees Retirement System of Ohio | 7,258 | $114.2K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 7,307 | $114.9K | 0.00% | −1,190−14.0% | Reduced |
| MetLife Investment Management | 8,290 | $130.4K | 0.00% | 00.0% | Unchanged |
| CastleKnight Management LP | 10,000 | $157.3K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 10,034 | $157.8K | 0.01% | +9,010+879.9% | Added |