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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, 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.

Institutional holdersQ3 2025: 177 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 heldQ3 2025: $180.2M
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, Q3 2025

Shares, value and share of portfolio for each institution holding RMR Group Inc.; share changes are against Q2 2025.

Institutions holding RMR in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
EverSource Wealth Advisors, LLC1,248$19.6K0.00%+17+1.4%Added
SRS Capital Advisors, Inc.1,188$18.7K0.00%+1,091+1,124.7%Added
California State Teachers Retirement System1,121$17.6K0.00%+1+0.1%Added
Quantbot Technologies LP1,090$17.1K0.00%−3,844−77.9%Reduced
Point72 (DIFC) Ltd923$14.5K0.00%+923New
Essential Partners LLC915$14.4K0.00%+844+1,188.7%Added
CIBC Private Wealth Group, LLC900$14.2K0.00%00.0%Unchanged
Comerica Bank748$11.8K0.00%−1−0.1%Reduced
SBI Securities Co., Ltd.742$11.7K0.00%00.0%Unchanged
Huntington National Bank690$10.9K0.00%+380+122.6%Added
Rise Advisors, LLC683$10.7K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)678$10.7K0.00%−2,403−78.0%Reduced
Covestor Ltd636$10.0K0.01%+481+310.3%Added
GAMMA Investing LLC554$8.71K0.00%+113+25.6%Added
Amalgamated Bank531$8.00K0.00%00.0%Unchanged
MAI Capital Management482$7.58K0.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec426$6.70K0.00%+37+9.5%Added
Massmutual Trust Co FSB310$4.88K0.00%+14+4.7%Added
GWM Advisors LLC301$4.73K0.00%−104−25.7%Reduced
Optiver Holding B.V.266$4.18K0.00%+266New
Atlantic Union Bankshares Corp200$3.15K0.00%+200New
Farther Finance Advisors, LLC193$3.04K0.00%00.0%Unchanged
True Wealth Design, LLC186$2.93K0.00%+93+100.0%Added
Nisa Investment Advisors, LLC159$2.50K0.00%00.0%Unchanged
Clearstead Advisors, LLC117$1.84K0.00%+115+5,750.0%Added
Private Wealth Management Group, LLC113$1.78K0.00%00.0%Unchanged
Parallel Advisors, LLC113$1.78K0.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.106$1.67K0.00%00.0%Unchanged
Rothschild Investment LLC77$1.21K0.00%00.0%Unchanged
Bare Financial Services, Inc76$1.20K0.00%+76New
IFP Advisors, Inc71$1.12K0.00%−188−72.6%Reduced
UMA Financial Services, Inc.65$1.02K0.00%+65New
Great West Life Assurance Co80$1.00K0.00%+1+1.3%Added
Avion Wealth101$1.00K0.00%00.0%Unchanged
TSFG, LLC84$1.00K0.00%00.0%Unchanged
Allworth Financial LP54$8530.00%+30+125.0%Added
Larson Financial Group LLC50$7870.00%+1+2.0%Added
Tompkins Financial Corp49$7710.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.42$6610.00%+42New
Rossby Financial, LCC42$6550.00%00.0%Unchanged
Parkside Financial Bank & Trust35$5510.00%00.0%Unchanged
Fortitude Family Office, LLC35$5510.00%00.0%Unchanged
Rockefeller Capital Management L.P.35$5510.00%+35New
Advisory Services Network, LLC30$4720.00%+30New
Salem Investment Counselors Inc25$3960.00%00.0%Unchanged
WPG Advisers, LLC25$3930.00%00.0%Unchanged
Advisors Asset Management, Inc.18$2830.00%−3−14.3%Reduced
AdvisorNet Financial, Inc13$1990.00%+1+8.3%Added
Sunbelt Securities, Inc.12$1920.00%+1+9.1%Added
Versant Capital Management, Inc11$1730.00%−84−88.4%Reduced
HM Payson & Co10$1580.00%00.0%Unchanged
Colonial Trust Co9$1420.00%00.0%Unchanged
Global Retirement Partners, LLC8$1280.00%00.0%Unchanged
North Star Investment Management Corp.8$1260.00%00.0%Unchanged
Golden State Wealth Management, LLC8$1260.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC8$1260.00%+8New
Boyd Watterson Asset Management LLC6$940.00%−1−14.3%Reduced
Private Trust Co NA5$790.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC5$790.00%00.0%Unchanged
Albion Financial Group4$630.00%00.0%Unchanged
Wolff Wiese Magana LLC4$630.00%00.0%Unchanged
Assetmark, Inc4$630.00%00.0%Unchanged
CoreCap Advisors, LLC4$630.00%00.0%Unchanged
Sound Income Strategies, LLC4$590.00%00.0%Unchanged
Jones Financial Companies LLLP3$480.00%00.0%Unchanged
Truvestments Capital LLC3$470.00%00.0%Unchanged
Strategic Wealth Partners, Ltd.2$370.00%00.0%Unchanged
Vision Financial Markets LLC2$320.00%00.0%Unchanged
Colonial Trust Advisors2$310.00%00.0%Unchanged
AllSquare Wealth Management LLC2$310.00%00.0%Unchanged
Founders Capital Management2$310.00%00.0%Unchanged
Glen Eagle Advisors, LLC2$310.00%00.0%Unchanged
Prestige Wealth Management Group LLC1$160.00%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
HRT Financial LP0$00.00%−41,044−100.0%Sold out
XTX Topco Ltd0$00.00%−32,994−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−25,362−100.0%Sold out
Squarepoint Ops LLC0$00.00%−18,698−100.0%Sold out
Segall Bryant & Hamill, LLC0$00.00%−16,526−100.0%Sold out
Brevan Howard Capital Management LP0$00.00%−16,101−100.0%Sold out
State of Wisconsin Investment Board0$00.00%−14,900−100.0%Sold out
Thrivent Financial for Lutherans0$00.00%−10,825−100.0%Sold out
Barrow Hanley Mewhinney & Strauss LLC0$00.00%−589−100.0%Sold out
Red Tortoise LLC0$00.00%−294−100.0%Sold out
Raymond James Financial Inc0$00.00%−274−100.0%Sold out
Skopos Labs, Inc.0$00.00%−126−100.0%Sold out
American National Bank0$00.00%−66−100.0%Sold out
Transce3nd, LLC0$00.00%−31−100.0%Sold out
Eq Wealth Advisors, LLC0$00.00%−20−100.0%Sold out
Ameritas Advisory Services, LLC0$00.00%−11−100.0%Sold out
SOA Wealth Advisors, LLC.0$00.00%−4−100.0%Sold out
Creative Financial Designs Inc0$00.00%−3−100.0%Sold out
Bessemer Group Inc0$00.00%−30−100.0%Sold out
First Horizon Advisors, Inc.––––Not filed