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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, Q4 2025

Institutional positions in RMR Group Inc. as of Dec 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
170
−2 vs. Q3 2025
Shares held
12.5M
+1.11M (+9.7%) vs. Q3 2025
Total value
$186.7M
+$6.98M (+3.9%) vs. Q3 2025
New holders
22
36 more added
Sold out
24
64 more reduced

5 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2025: 170 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 heldQ4 2025: $186.7M
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, Q4 2025

Shares, value and share of portfolio for each institution holding RMR Group Inc.; share changes are against Q3 2025.

Institutions holding RMR in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Avion Wealth67$00.00%−34−33.7%Reduced
Dunhill Financial, LLC1$80.00%+1New
Eukles Asset Management1$150.00%00.0%Unchanged
Prestige Wealth Management Group LLC1$150.00%00.0%Unchanged
Fortis Group Advisors, LLC1$150.00%00.0%Unchanged
SJS Investment Consulting Inc.1$150.00%+1New
Global Retirement Partners, LLC2$300.00%−6−75.0%Reduced
Vision Financial Markets LLC2$300.00%00.0%Unchanged
Colonial Trust Advisors2$300.00%00.0%Unchanged
Founders Capital Management2$300.00%00.0%Unchanged
Glen Eagle Advisors, LLC2$300.00%00.0%Unchanged
Strategic Wealth Partners, Ltd.2$350.00%00.0%Unchanged
Jones Financial Companies LLLP3$450.00%00.0%Unchanged
Truvestments Capital LLC3$450.00%00.0%Unchanged
Harbour Investments, Inc.3$450.00%+3New
Flagship Harbor Advisors, LLC3$450.00%+3New
Albion Financial Group4$600.00%00.0%Unchanged
Assetmark, Inc4$600.00%00.0%Unchanged
Wolff Wiese Magana LLC4$600.00%00.0%Unchanged
CoreCap Advisors, LLC4$600.00%00.0%Unchanged
Whittier Trust Co4$630.00%+4New
Sound Income Strategies, LLC4$660.00%00.0%Unchanged
Private Trust Co NA5$750.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC5$750.00%00.0%Unchanged
Rockefeller Capital Management L.P.6$890.00%−29−82.9%Reduced
Boyd Watterson Asset Management LLC6$890.00%00.0%Unchanged
North Star Investment Management Corp.8$1190.00%00.0%Unchanged
Golden State Wealth Management, LLC8$1190.00%00.0%Unchanged
Colonial Trust Co9$1340.00%00.0%Unchanged
Vision Retirement, LLC9$1390.00%+9New
HM Payson & Co10$1490.00%00.0%Unchanged
Sunbelt Securities, Inc.12$1860.00%00.0%Unchanged
AdvisorNet Financial, Inc13$1930.00%00.0%Unchanged
Pension & Wealth Management Advisors, Inc.15$2240.00%+15New
South State Corp.17$2530.00%+17New
Advisors Asset Management, Inc.18$2680.00%00.0%Unchanged
Eq Wealth Advisors, LLC20$3010.00%+20New
Transamerica Financial Advisors, Inc.22$3280.00%−20−47.6%Reduced
McMillan Office, Inc.24$3580.00%+24New
WPG Advisers, LLC25$3730.00%00.0%Unchanged
International Assets Investment Management, LLC30$4470.00%+30New
Bare Financial Services, Inc32$4770.00%−44−57.9%Reduced
Parkside Financial Bank & Trust35$5220.00%00.0%Unchanged
Fortitude Family Office, LLC35$5220.00%00.0%Unchanged
SRS Capital Advisors, Inc.42$6260.00%−1,146−96.5%Reduced
Rossby Financial, LCC42$6260.00%00.0%Unchanged
Allworth Financial LP46$6890.00%−8−14.8%Reduced
Tompkins Financial Corp49$7300.00%00.0%Unchanged
True Wealth Design, LLC51$7600.00%−135−72.6%Reduced
Larson Financial Group LLC51$7670.00%+1+2.0%Added
Rothschild Investment LLC53$7900.00%−24−31.2%Reduced
US Bancorp54$8050.00%+54New
IFP Advisors, Inc55$8200.00%−16−22.5%Reduced
TSFG, LLC75$1.00K0.00%−9−10.7%Reduced
Farther Finance Advisors, LLC93$1.39K0.00%−100−51.8%Reduced
Brown, Lisle/Cummings, Inc.106$1.58K0.00%00.0%Unchanged
Private Wealth Management Group, LLC113$1.68K0.00%00.0%Unchanged
Parallel Advisors, LLC113$1.68K0.00%00.0%Unchanged
Essential Partners LLC156$2.32K0.00%−759−83.0%Reduced
Atlantic Union Bankshares Corp200$2.98K0.00%00.0%Unchanged
Optiver Holding B.V.266$3.96K0.00%00.0%Unchanged
Massmutual Trust Co FSB316$4.71K0.00%+6+1.9%Added
MAI Capital Management356$5.30K0.00%−126−26.1%Reduced
GWM Advisors LLC389$5.80K0.00%+88+29.2%Added
Federation des caisses Desjardins du Quebec426$6.35K0.00%00.0%Unchanged
Huntington National Bank455$6.78K0.00%−235−34.1%Reduced
UBS Asset Management Americas Inc455$6.78K0.00%+455New
Amalgamated Bank488$7.00K0.00%−43−8.1%Reduced
Comerica Bank536$7.99K0.00%−212−28.3%Reduced
GAMMA Investing LLC593$8.84K0.00%+39+7.0%Added
Covestor Ltd651$9.00K0.00%+15+2.4%Added
EverSource Wealth Advisors, LLC683$10.2K0.00%−565−45.3%Reduced
Versant Capital Management, Inc708$10.5K0.00%+697+6,336.4%Added
Tower Research Capital LLC (TRC)736$11.0K0.00%+58+8.6%Added
Nisa Investment Advisors, LLC891$13.3K0.00%+732+460.4%Added
CIBC Private Wealth Group, LLC900$13.4K0.00%00.0%Unchanged
California State Teachers Retirement System953$14.2K0.00%−168−15.0%Reduced
Triumph Capital Management1,102$16.4K0.00%+1,102New
SBI Securities Co., Ltd.1,146$17.1K0.00%+404+54.4%Added
Pinnacle Wealth Planning Services, Inc.1,261$18.8K0.00%+1,261New
Ameritas Investment Partners, Inc.1,361$20.3K0.00%00.0%Unchanged
New York State Teachers Retirement System1,410$21.0K0.00%00.0%Unchanged
Citigroup Inc1,459$21.7K0.00%−383−20.8%Reduced
Legal & General Group Plc1,459$21.7K0.00%00.0%Unchanged
New York State Common Retirement Fund1,660$24.7K0.00%00.0%Unchanged
Simplex Trading, LLC1,692$25.2K0.00%−106−5.9%Reduced
The PNC Financial Services Group, Inc.1,723$25.7K0.00%−141−7.6%Reduced
Royal Bank of Canada2,180$32.0K0.00%−60−2.7%Reduced
Virtue Capital Management, LLC10,000$34.8K0.01%00.0%Unchanged
State of Alaska, Department of Revenue2,758$41.0K0.00%+2,758New
STRS Ohio3,000$44.7K0.00%00.0%Unchanged
Quest Partners LLC3,084$46.0K0.00%−6,950−69.3%Reduced
Caldwell Sutter Capital, Inc.3,339$49.8K0.02%−406−10.8%Reduced
BNP Paribas Arbitrage, SA3,598$53.6K0.00%+205+6.0%Added
Advisor Group Holdings, Inc.3,598$53.8K0.00%+85+2.4%Added
Public Employees Retirement System of Ohio3,787$56.4K0.00%−3,471−47.8%Reduced
Police & Firemen's Retirement System of New Jersey4,948$73.7K0.00%−165−3.2%Reduced
CWM, LLC5,998$89.0K0.00%−898−13.0%Reduced
Aquatic Capital Management LLC6,372$94.9K0.00%−11,856−65.0%Reduced
Mirae Asset Global ETFs Holdings Ltd.7,221$107.6K0.00%−86−1.2%Reduced