RMR GROUP INC. - Class A common stock, $0.001 par value per share (RMR) Institutional Ownership

13F Institutional Holders and Ownership History from Q4 2015 to Q4 2025

Type / Class
Equity / Class A common stock, $0.001 par value per share
Symbol
RMR on Nasdaq
Shares outstanding
15,877,149
Price per share
$14.90
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
11,454,017
Total reported value
$180,182,457
% of total 13F portfolios
0%
Share change
-332,750
Value change
-$5,342,475
Number of holders
174
Price from insider filings
$14.90
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of RMR GROUP INC. - Class A common stock, $0.001 par value per share (RMR) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
VANGUARD GROUP INC 10% -17% $26,318,772 -$5,113,510 1,609,701 -16% The Vanguard Group 30 Jun 2025
BlackRock, Inc. 7.3% $17,131,143 1,159,076 BlackRock, Inc. 31 Mar 2025
Nantahala Capital Management, LLC 7.2% $18,768,198 1,147,902 Nantahala Capital Management, LLC 30 Jun 2025
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 4.3% $9,997,783 676,440 Hotchkis and Wiley Capital Management, LLC 31 Mar 2025

As of 30 Sep 2025, 174 institutional investors reported holding 11,454,017 shares of RMR GROUP INC. - Class A common stock, $0.001 par value per share (RMR). This represents 72% of the company’s total 15,877,149 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of RMR GROUP INC. - Class A common stock, $0.001 par value per share (RMR) together control 62% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
VANGUARD GROUP INC 10% 1,616,140 +0.4% 0% $25,421,882
BlackRock, Inc. 9.5% 1,502,277 -3.4% 0% $23,630,822
Nantahala Capital Management, LLC 7.2% 1,147,902 0% 1.1% $18,056,498
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 4.6% 738,215 +0.15% 0.04% $11,612,122
FEDERATED HERMES, INC. 3.2% 514,321 +0.59% 0.01% $8,090,269
RENAISSANCE TECHNOLOGIES LLC 3.1% 486,714 -16% 0.01% $7,656,011
GEODE CAPITAL MANAGEMENT, LLC 2.9% 458,540 -0.4% 0% $7,214,010
STATE STREET CORP 2.4% 382,461 -4.5% 0% $6,016,112
Garner Asset Management Corp 2.4% 379,961 +3.5% 2.4% $5,984,702
MORGAN STANLEY 2.4% 376,587 +25% 0% $5,923,728
DIMENSIONAL FUND ADVISORS LP 2.3% 366,145 -5.2% 0% $5,759,002
LINCLUDEN MANAGEMENT LTD 1.8% 290,000 0% 0.51% $4,562,000
Nuveen, LLC 1.4% 222,012 +82% 0% $3,492,249
GOLDMAN SACHS GROUP INC 1% 159,159 +5.8% 0% $2,503,573
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.99% 156,497 +122% 0.01% $2,461,698
NORTHERN TRUST CORP 0.9% 143,430 +13% 0% $2,256,154
Bank of New York Mellon Corp 0.81% 128,984 +2.7% 0% $2,028,917
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.79% 125,541 -3.5% 0% $1,974,760
Numerai GP LLC 0.72% 114,398 -32% 0.25% $1,799,481
TWO SIGMA INVESTMENTS, LP 0.69% 109,164 +25% 0% $1,717,150
STIFEL FINANCIAL CORP 0.57% 90,431 -3.7% 0% $1,422,485
AMERIPRISE FINANCIAL INC 0.48% 76,615 -36% 0% $1,205,149
AQR CAPITAL MANAGEMENT LLC 0.42% 66,039 +76% 0% $1,038,787
MARTINGALE ASSET MANAGEMENT L P 0.41% 65,261 +5.6% 0.03% $1,026,556
Aviance Capital Partners, LLC 0.41% 64,942 -4.5% 0.12% $1,021,542

Institutional Holders of RMR GROUP INC. - Class A common stock, $0.001 par value per share (RMR) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 219,334 $3,268,368 -$124,135 $14.90 21
2025 Q3 11,454,017 $180,182,457 -$5,342,475 $15.73 174
2025 Q2 11,785,060 $192,692,744 +$3,296,712 $16.35 176
2025 Q1 11,588,754 $192,951,383 -$12,085,830 $16.65 178
2024 Q4 12,225,801 $252,218,507 -$800,623 $20.64 167
2024 Q3 12,219,951 $310,118,021 +$10,230,717 $25.38 173
2024 Q2 11,741,847 $265,368,598 -$2,968,835 $22.60 178
2024 Q1 11,936,075 $286,516,615 -$8,344,815 $24.00 182
2023 Q4 12,191,697 $343,586,242 +$2,751,805 $28.23 190
2023 Q3 12,143,800 $297,773,701 -$616,782 $24.52 176
2023 Q2 12,171,156 $282,050,686 -$11,217,635 $23.17 165
2023 Q1 12,599,980 $330,614,234 -$4,996,644 $26.24 183
2022 Q4 12,808,822 $361,850,127 +$12,945,578 $28.25 172
2022 Q3 12,393,839 $293,602,342 -$9,797,969 $23.69 127
2022 Q2 12,688,760 $359,913,629 +$10,660,110 $28.35 133
2022 Q1 12,353,652 $382,280,586 +$358,504 $31.10 137
2021 Q4 12,292,200 $426,019,771 +$1,006,715 $34.68 142
2021 Q3 12,039,201 $402,724,150 +$5,592,802 $33.45 133
2021 Q2 12,060,658 $466,039,902 -$6,425,846 $38.64 133
2021 Q1 12,205,060 $498,227,474 -$11,981,695 $40.81 145
2020 Q4 12,539,636 $484,278,285 +$8,555,465 $38.62 144
2020 Q3 12,350,557 $339,303,387 -$7,622,005 $27.47 131
2020 Q2 12,655,622 $372,899,749 +$11,815,256 $29.47 135
2020 Q1 12,288,305 $332,680,970 -$19,255,386 $26.97 130
2019 Q4 12,714,285 $580,187,757 -$17,835,508 $45.64 168
2019 Q3 13,122,552 $596,843,577 -$85,523,423 $45.48 160
2019 Q2 14,984,118 $702,803,709 +$437,037,817 $46.98 174
2019 Q1 5,655,411 $344,882,717 -$12,930,653 $60.98 164
2018 Q4 5,884,967 $312,469,479 -$12,857,952 $53.08 156
2018 Q3 5,989,266 $555,519,386 +$18,380,043 $92.80 188
2018 Q2 5,856,789 $458,959,276 +$27,514,778 $78.45 173
2018 Q1 5,529,900 $386,824,410 +$18,479 $69.95 171
2017 Q4 5,622,430 $333,447,606 +$19,301,598 $59.30 159
2017 Q3 5,269,526 $270,567,263 +$16,989,829 $51.35 136
2017 Q2 4,941,444 $240,412,025 +$6,212,178 $48.65 138
2017 Q1 4,801,099 $237,653,419 +$35,407,126 $49.50 136
2016 Q4 4,571,326 $180,580,038 +$10,115,138 $39.50 120
2016 Q3 3,860,973 $146,488,803 +$6,385,119 $37.94 127
2016 Q2 3,737,836 $115,615,720 -$3,174,184 $30.97 128
2016 Q1 3,855,437 $96,358,424 +$6,760,986 $25.00 119
2015 Q4 3,923,798 $56,515,462 +$54,737,462 $14.41 148