Vault-13

RMR GROUP INC RMR

CL A · Common Stock · CUSIP 74967R106

181 institutional holders +1 vs Q1 2025
11,788,14611.8m shares reported held*
$192.7mreported value*
21 new 58 added 47 reduced 23 sold out net bought ≈ $3.4m (+206.2k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($112.5k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $16.35. Options: 3 managers hold calls ($241.6k notional), 2 hold puts ($166.8k).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 175Q4 22: 185Q1 23: 195Q2 23: 172Q3 23: 182Q4 23: 193Q1 24: 185Q2 24: 182Q3 24: 176Q4 24: 169Q1 25: 180Q2 25: 181181Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022175
Q4 2022185
Q1 2023195
Q2 2023172
Q3 2023182
Q4 2023193
Q1 2024185
Q2 2024182
Q3 2024176
Q4 2024169
Q1 2025180
Q2 2025181

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 23: 81 bought or addedQ3 23: 58 cut or sold outQ4 23: 72 bought or addedQ4 23: 74 cut or sold outQ4 23Q1 24: 71 bought or addedQ1 24: 83 cut or sold outQ2 24: 82 bought or addedQ2 24: 67 cut or sold outQ2 24Q3 24: 73 bought or addedQ3 24: 64 cut or sold outQ4 24: 64 bought or addedQ4 24: 77 cut or sold outQ4 24Q1 25: 83 bought or addedQ1 25: 69 cut or sold outQ2 25: 79 bought or addedQ2 25: 70 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20238158
Q4 20237274
Q1 20247183
Q2 20248267
Q3 20247364
Q4 20246477
Q1 20258369
Q2 20257970

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$100k$200k$300kQ3 24 calls: $93.4kQ3 24 puts: $144.4kQ3 24P/C 1.55Q4 24 calls: $74.2kQ4 24 puts: $232.7kQ4 24P/C 3.13Q1 25 calls: $75.6kQ1 25 puts: $287.1kQ1 25P/C 3.80Q2 25 calls: $241.6kQ2 25 puts: $166.8kQ2 25P/C 0.69
Numbers
QuarterCallsPutsP/C
Q3 2024$93.4k$144.4k1.55
Q4 2024$74.2k$232.7k3.13
Q1 2025$75.6k$287.1k3.80
Q2 2025$241.6k$166.8k0.69

Biggest buyers

Nantahala Capital Management, LLC Added +411,700+411.7k
MORGAN STANLEY Added +128,933+128.9k
Numerai GP LLC Added +101,363+101.4k
UBS Group AG Added +82,333+82.3k
BANK OF AMERICA CORP /DE/ Added +76,991+77.0k
Nuveen, LLC Added +74,963+75.0k
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC Added +60,650+60.6k
COMMONS CAPITAL, LLC Added +50,059+50.1k
Quantinno Capital Management LP New +37,567+37.6k
TUDOR INVESTMENT CORP ET AL New +31,830+31.8k

Biggest sellers

VANGUARD GROUP INC Reduced -312,751-312.8k
ROYCE & ASSOCIATES LP Sold out -101,715-101.7k
BlackRock, Inc. Reduced -62,321-62.3k
CITADEL ADVISORS LLC Reduced -60,485-60.5k
Garner Asset Management Corp Reduced -50,899-50.9k
NORTHERN TRUST CORP Reduced -45,894-45.9k
O'SHAUGHNESSY ASSET MANAGEMENT, LLC Reduced -42,724-42.7k
TEACHER RETIREMENT SYSTEM OF TEXAS Sold out -38,165-38.2k
THIRD AVENUE MANAGEMENT LLC Sold out -37,000-37.0k
Cubist Systematic Strategies, LLC Reduced -34,358-34.4k

Biggest calls

CITADEL ADVISORS LLC Added $207.6k12.7k shares
SIMPLEX TRADING, LLC Unchanged $34.0k2.1k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

CITADEL ADVISORS LLC Reduced $166.8k10.2k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
BlackRock, Inc. 13G · institution filed 2025-04-24 7.3% 1.2m≈ $23.8m 2025-04-24
Nantahala Capital Management, LLC 13G · institution filed 2025-08-14 7.2% 1.1m≈ $23.6m 2025-08-14
BANK OF AMERICA CORP /DE/ 13G · institution new · filed 2026-05-14 5.9% new 942.7k≈ $19.4m 2026-05-14
VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 5.4% new 868.4k≈ $17.8m 2026-04-29
Flat Footed LLC 13G · passive investor new · filed 2026-04-08 5.2% new 828.8k≈ $17.0m 2026-04-08

Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)

Insider purchases and sales in Q2 2025

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported in Q2 2025.

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 1,609,7011.6m $26.3m $26.3m 0.00% Reduced -312.8k -312,751
2 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,554,5851.6m $25.4m $25.4m 0.00% Reduced -62.3k -62,321
3 Nantahala Capital Management, LLC 1.33% of their portfolio NEW CANAAN, CT 1,147,9021.1m $18.8m $18.8m 1.33% Added +411.7k +411,700
4 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.04% of their portfolio Los Angeles, CA 737,090737.1k $12.1m $12.1m 0.04% Added +60.6k +60,650
5 RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio NEW YORK, NY 579,914579.9k $9.5m $9.5m 0.01% Reduced -32.2k -32,200
6 FEDERATED HERMES, INC. 0.02% of their portfolio PITTSBURGH, PA 511,316511.3k $8.4m $8.4m 0.02% Reduced -27.8k -27,784
7 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 460,402460.4k $7.5m $7.5m 0.00% Added +16.2k +16,239
8 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 400,448400.4k $6.5m $6.5m 0.00% Added +29.3k +29,338
9 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 386,274386.3k $6.3m $6.3m 0.00% Reduced -9 -9
10 Garner Asset Management Corp 2.78% of their portfolio PLANO, TX 367,100367.1k $6.0m $6.0m 2.78% Reduced -50.9k -50,899
11 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 301,710301.7k $4.9m $4.9m 0.00% Added +128.9k +128,933
12 MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 0.52% of their portfolio MISSISSAUGA, A6 290,000290.0k $4.7m $4.7m 0.52% Unchanged
13 Numerai GP LLC 0.39% of their portfolio SAN FRANCISCO, CA 167,450167.4k $2.7m $2.7m 0.39% Added +101.4k +101,363
14 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 150,372150.4k $2.5m $2.5m 0.00% Reduced -7.5k -7,549
15 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 143,788143.8k $2.4m $2.4m 0.00% Reduced -4.4k -4,443
16 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 130,151130.2k $2.1m $2.1m 0.00% Added +11.4k +11,435
17 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 126,893126.9k $2.1m $2.1m 0.00% Reduced -45.9k -45,894
18 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 125,580125.6k $2.1m $2.1m 0.00% Added +15.2k +15,216
19 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 122,232122.2k $2.0m $2.0m 0.00% Added +75.0k +74,963
20 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 118,858118.9k $1.9m $1.9m 0.00% Added +18.4k +18,405
21 UBS Group AG 0.00% of their portfolio ZURICH, V8 116,799116.8k $1.9m $1.9m 0.00% Added +82.3k +82,333
22 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 94,66394.7k $1.5m $1.5m 0.00% Added +77.0k +76,991
23 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 93,89293.9k $1.5m $1.5m 0.00% Added +5.6k +5,645
24 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 87,12787.1k $1.4m $1.4m 0.00% Added +28.0k +28,039
25 JACOBS LEVY EQUITY MANAGEMENT, INC 0.01% of their portfolio FLORHAM PARK, NJ 80,30580.3k $1.3m $1.3m 0.01% Reduced -7.4k -7,361
26 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 75,35875.4k $1.2m $1.2m 0.00% Reduced -60.5k -60,485
27 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.01% of their portfolio Stamford, CT 70,51570.5k $1.2m $1.2m 0.01% Reduced -42.7k -42,724
28 Trexquant Investment LP 0.01% of their portfolio STAMFORD, CT 69,22469.2k $1.1m $1.1m 0.01% Added +12.4k +12,378
29 Aviance Capital Partners, LLC 0.15% of their portfolio NAPLES, FL 68,02668.0k $1.1m $1.1m 0.15% Added +13.0k +12,993
30 COMMONS CAPITAL, LLC 0.78% of their portfolio NEEDHAM, MA 62,56462.6k $1.0m $1.0m 0.78% Added +50.1k +50,059
31 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 61,80961.8k $1.0m $1.0m 0.00% Added +1.6k +1,641
32 MARTINGALE ASSET MANAGEMENT L P 0.02% of their portfolio BOSTON, MA 61,78361.8k $1.0m $1.0m 0.02% Reduced -10.1k -10,112
33 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 61,57461.6k $1.0m $1.0m 0.00% Added +4.6k +4,596
34 Flat Footed LLC 0.26% of their portfolio WILSON, WY 59,46359.5k $972.2k $972.2k 0.26% Added +5.2k +5,231
35 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 56,76956.8k $928.2k $928.2k 0.00% Reduced -2.6k -2,584
36 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 55,41355.4k $906.0k $906.0k 0.00% Added +10.0k +9,984
37 GLOBEFLEX CAPITAL L P 0.07% of their portfolio SAN DIEGO, CA 53,15053.1k $869.0k $869.0k 0.07% Unchanged
38 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 53,10153.1k $868.2k $868.2k 0.00% Reduced -120 -120
39 CWA Asset Management Group, LLC 0.04% of their portfolio NAPLES, FL 53,05553.1k $867.5k $867.5k 0.04% Reduced -15.5k -15,480
40 TWO SIGMA ADVISERS, LP 0.00% of their portfolio NEW YORK, NY 51,40051.4k $840.4k $840.4k 0.00% Added +21.2k +21,200
41 Linden Thomas Advisory Services, LLC 0.09% of their portfolio Charlotte, NC 47,26147.3k $772.7k $772.7k 0.09% Reduced -777 -777
42 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 43,57443.6k $713.0k $713.0k 0.00% Reduced -218 -218
43 HARBOR CAPITAL ADVISORS, INC. 0.03% of their portfolio CHICAGO, IL 43,31743.3k $708.0k $708.0k 0.03% Reduced -640 -640
44 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 41,04441.0k $671.0k $671.0k 0.00% Added +3.6k +3,568
45 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 38,66638.7k $632.2k $632.2k 0.00% Reduced -1.9k -1,851
46 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 37,56737.6k $614.2k $614.2k 0.00% New
47 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 37,51237.5k $613.3k $613.3k 0.00% Added +12.6k +12,550
48 XTX Topco Ltd 0.02% of their portfolio LONDON, X0 32,99433.0k $539.5k $539.5k 0.02% Added +15.7k +15,738
49 TUDOR INVESTMENT CORP ET AL 0.00% of their portfolio STAMFORD, CT 31,83031.8k $520.4k $520.4k 0.00% New
50 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 30,23630.2k $494.4k $494.4k 0.00% Reduced -27.8k -27,837
51 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 29,29929.3k $479.0k $479.0k 0.00% Added +48 +48
52 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 28,64428.6k $468.3k $468.3k 0.00% Added +213 +213
53 Engineers Gate Manager LP 0.01% of their portfolio NEW YORK, NY 27,80527.8k $454.6k $454.6k 0.01% Reduced -11.5k -11,454
54 LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 26,18626.2k $428.0k $428.0k 0.00% Added +263 +263
55 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 25,36225.4k $414.7k $414.7k 0.00% Reduced -3.9k -3,924
56 Unison Advisors LLC 0.04% of their portfolio PROVIDENCE, RI 23,01723.0k $376.3k $376.3k 0.04% Added +649 +649
57 Aquatic Capital Management LLC 0.01% of their portfolio CHICAGO, IL 21,16121.2k $346.0k $346.0k 0.01% Added +9.0k +9,026
58 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 19,69719.7k $322.0k $322.0k 0.00% Added +5.6k +5,600
59 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 19,21419.2k $312.0k $312.0k 0.00% Added +16.8k +16,841
60 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 18,69818.7k $305.7k $305.7k 0.00% Reduced -20.3k -20,331
61 Sterling Capital Management LLC 0.00% of their portfolio CHARLOTTE, NC 17,09617.1k $279.5k $279.5k 0.00% Added +170 +170
62 SEGALL BRYANT & HAMILL, LLC 0.00% of their portfolio CHICAGO, IL 16,52616.5k $270.2k $270.2k 0.00% Unchanged
63 Brevan Howard Capital Management LP 0.00% of their portfolio ST. HELIER, Y9 16,10116.1k $263.3k $263.3k 0.00% New
64 Verition Fund Management LLC 0.00% of their portfolio GREENWICH, CT 15,31615.3k $250.4k $250.4k 0.00% Added +800 +800
65 FMR LLC 0.00% of their portfolio BOSTON, MA 15,02115.0k $245.6k $245.6k 0.00% Added +12.0k +12,045
66 STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio MADISON, WI 14,90014.9k $243.6k $243.6k 0.00% New
67 EXCHANGE TRADED CONCEPTS, LLC 0.00% of their portfolio Oklahoma City, OK 14,76514.8k $241.4k $241.4k 0.00% Reduced -116 -116
68 Schonfeld Strategic Advisors LLC 0.00% of their portfolio NEW YORK, NY 14,35014.3k $234.6k $234.6k 0.00% Added +1.9k +1,850
69 Quinn Opportunity Partners LLC 0.02% of their portfolio CHARLOTTESVILLE, VA 14,31414.3k $234.0k $234.0k 0.02% Unchanged
70 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 13,58213.6k $222.1k $222.1k 0.00% Unchanged
71 Robeco Institutional Asset Management B.V. 0.00% of their portfolio ROTTERDAM, P7 12,64312.6k $206.7k $206.7k 0.00% Reduced -2.6k -2,596
72 KLP KAPITALFORVALTNING AS 0.00% of their portfolio OSLO, Q8 11,60011.6k $189.7k $189.7k 0.00% Unchanged
73 Cubist Systematic Strategies, LLC 0.00% of their portfolio STAMFORD, CT 11,48211.5k $187.7k $187.7k 0.00% Reduced -34.4k -34,358
74 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 10,95611.0k $179.1k $179.1k 0.00% New
75 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 10,82510.8k $177.0k $177.0k 0.00% Unchanged
76 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 10,77210.8k $176.1k $176.1k 0.00% New
77 Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio VANCOUVER, A1 10,32110.3k $168.7k $168.7k 0.00% Reduced -3.8k -3,844
78 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 10,06310.1k $164.5k $164.5k 0.00% Reduced -890 -890
79 Vanguard Personalized Indexing Management, LLC 0.00% of their portfolio OAKLAND, CA 10,04010.0k $164.2k $164.2k 0.00% New
80 CastleKnight Management LP 0.01% of their portfolio New York, NY 10,00010.0k $163.5k $163.5k 0.01% Unchanged
81 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 8,4978.5k $138.9k $138.9k 0.00% Reduced -765 -765
82 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 8,2908.3k $135.5k $135.5k 0.00% Unchanged
83 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio COLUMBUS, OH 7,2587.3k $118.7k $118.7k 0.00% Unchanged
84 Point72 Asia (Singapore) Pte. Ltd. 0.02% of their portfolio SINGAPORE, U0 6,8666.9k $112.3k $112.3k 0.02% Added +2.3k +2,337
85 CWM, LLC 0.00% of their portfolio OMAHA, NE 6,5226.5k $107.0k $107.0k 0.00% Added +4.5k +4,458
86 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 6,1716.2k $100.9k $100.9k 0.00% Reduced -5.2k -5,203
87 Quantbot Technologies LP 0.00% of their portfolio NEW YORK, NY 4,9344.9k $80.7k $80.7k 0.00% Reduced -8.3k -8,345
88 SIMPLEX TRADING, LLC 0.00% of their portfolio CHICAGO, IL 4,5824.6k $74.0k $74.0k 0.00% Added +2.3k +2,307
89 CALDWELL SUTTER CAPITAL, INC. 0.03% of their portfolio SAUSALITO, CA 4,2504.2k $69.5k $69.5k 0.03% Reduced -37 -37
90 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 3,5353.5k $57.8k $57.8k 0.00% Reduced -193 -193
91 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 3,1223.1k $51.0k $51.0k 0.00% Unchanged
92 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 3,0813.1k $50.4k $50.4k 0.00% Added +2.5k +2,513
93 STRS OHIO 0.00% of their portfolio COLUMBUS, OH 3,0003.0k $49.0k $49.0k 0.00% Unchanged
94 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 2,4792.5k $40.8k $40.8k 0.00% Added +1 +1
95 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 1,7731.8k $29.0k $29.0k 0.00% Added +1.6k +1,647
96 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 1,5361.5k $25.1k $25.1k 0.00% Reduced -12.3k -12,287
97 Legal & General Group Plc 0.00% of their portfolio London, X0 1,4591.5k $23.9k $23.9k 0.00% Reduced -2.6k -2,551
98 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio ALBANY, NY 1,4101.4k $23.0k $23.0k 0.00% Unchanged
99 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 1,3611.4k $22.3k $22.3k 0.00% Unchanged
100 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 1,2311.2k $20.1k $20.1k 0.00% Added +1.0k +1,001