RMR · Rmr Group Inc. · Shareholders & Ownership

$15.67 -0.26 (-1.63%) Play latest call Q3 2026 earnings call transcript

Russell 2000 member Rebalance outlook locked

Market Cap

$504.78M

32.08M

Volume · Nov 6 181.75K Avg daily vol (3M) 117.7K

Every disclosed holder of RMR in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns RMR

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	161	12,859,683	40.09%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	1	1,200,502	3.74%	Yes
Remaining	—	18,020,041	56.17%	Rest
Registered funds (N-PORT, not summed)	150	4,477,180	13.96%	No

Shares outstanding: 32,080,226, the issuer's latest cover-page count restated onto today's split basis.

Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of RMR

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	Tremont Realty Capital LLC Insider CIK 1716421 · Dec 11, 2025 10% Owner, issuer-wide, not summed	4,577,835	14.27%	+1,837,260	Dec 11, 2025	10% Owner, issuer-wide, not summed
2	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,483,326	4.62%	+132,621	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	465,826	1.45%	+61,766	Jun 30, 2026	iShares Trust, not summed
2.2	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	159,727	0.50%	+21,144	Jun 30, 2026	iShares Trust, not summed
2.3	BlackRock Advantage Small Cap Core Fund Fund S000039982 · Registered fund · Aug 31, 2026 BlackRock Funds, not summed	133,406	0.42%	-6,892	Aug 31, 2026	BlackRock Funds, not summed
2.4	iShares US Small Cap Value Factor ETF Fund S000069740 · Registered fund · Jun 30, 2026 iShares Trust, not summed	42,769	0.13%	—	Jun 30, 2026	iShares Trust, not summed
2.5	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	31,804	0.10%	+5,654	Jun 30, 2026	Quantitative Master Series LLC, not summed
3	Adam D. Portnoy 13G CIK 1613450 · Unknown · Dec 31, 2023 Rule 13d-1(d), exempt investor, unconfirmed, last confirmed Dec 31, 2023	1,200,502	3.74%	—	Dec 31, 2023	Rule 13d-1(d), exempt investor, unconfirmed, last confirmed Dec 31, 2023
4	Nantahala Capital Management, LLC 13F CIK 1472322 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,147,902	3.58%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
5	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	875,317	2.73%	+12,954	Jun 30, 2026	carried, not yet filed for the newest quarter
6	Flat Footed LLC 13F CIK 1799456 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	861,507	2.69%	+58,768	Jun 30, 2026	carried, not yet filed for the newest quarter
7	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	859,675	2.68%	-81,577	Jun 30, 2026	carried, not yet filed for the newest quarter
8	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	762,493	2.38%	-174,527	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	118	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
9	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	693,823	2.16%	+21,745	Jun 30, 2026	carried, not yet filed for the newest quarter
10	VANGUARD REAL ESTATE INDEX FUND Fund S000002924 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	594,530	1.85%	-1,972	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
11	FEDERATED HERMES, INC. 13F CIK 1056288 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	535,817	1.67%	+8,513	Jun 30, 2026	carried, not yet filed for the newest quarter
12	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	494,549	1.54%	+21,200	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	480,913	1.50%	+12,832	Jun 30, 2026	carried, not yet filed for the newest quarter
14	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	418,714	1.31%	-21,100	Jun 30, 2026	carried, not yet filed for the newest quarter
15	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	406,118	1.27%	+5,051	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF Fund S000039795 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	40,530	0.13%	—	Jun 30, 2026	SPDR SERIES TRUST, not summed
15.2	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	5,707	0.02%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
15.3	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	374	0.00%	0	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
16	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 13F CIK 1164833 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	390,120	1.22%	+51,820	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Hotchkis and Wiley Small Cap Value Fund Fund S000006215 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	161,000	0.50%	+41,900	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
17	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Sep 30, 2026	331,411	1.03%	+20,499	Sep 30, 2026
17.1	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	51,520	0.16%	+206	Jul 31, 2026	Dimensional ETF Trust, not summed
17.2	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	48,028	0.15%	-5,546	Jul 31, 2026	Dimensional ETF Trust, not summed
17.3	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	42,997	0.13%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
17.4	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	34,088	0.11%	+3,400	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
17.5	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	31,720	0.10%	+2,326	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
18	LINCLUDEN MANAGEMENT LTD 13F CIK 1058231 · Unknown · Sep 30, 2026	290,000	0.90%	0	Sep 30, 2026
19	PORTNOY ADAM D. Insider CIK 1273871 · Sep 17, 2026 Director, issuer-wide, not summed	273,126	0.85%	-10,140	Sep 17, 2026	Director, issuer-wide, not summed
20	Garner Asset Management Corp 13F CIK 1714093 · Unknown · Sep 30, 2026	264,533	0.82%	-67,939	Sep 30, 2026
21	Federated Hermes MDT Small Cap Core Fund Fund S000012972 · Registered fund · Jul 31, 2026 Federated Hermes MDT Series, not summed	260,859	0.81%	-10,655	Jul 31, 2026	Federated Hermes MDT Series, not summed
22	O'SHAUGHNESSY ASSET MANAGEMENT, LLC 13F CIK 1423442 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	193,846	0.60%	+17,250	Jun 30, 2026	carried, not yet filed for the newest quarter
23	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	188,393	0.59%	+10,426	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	8,159	0.03%	+97	Jun 30, 2026	Northern Funds, not summed
23.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	81	0.00%	0	Jun 30, 2026	Northern Funds, not summed
24	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	186,768	0.58%	+39,826	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	13,240	0.04%	+524	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
24.2	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	8,074	0.03%	-4,512	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
24.3	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	6,186	0.02%	0	Jul 31, 2026	Goldman Sachs Trust, not summed
25	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	184,131	0.57%	-649	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
26	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	136,039	0.42%	+1,865	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	76,922	0.24%	-615	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
26.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	38,487	0.12%	+4,426	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
26.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	11,800	0.04%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
26.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	9,000	0.03%	0	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
27	American Beacon Small Cap Value Fund Fund S000001818 · Registered fund · Jul 31, 2026 AMERICAN BEACON FUNDS, not summed	115,345	0.36%	0	Jul 31, 2026	AMERICAN BEACON FUNDS, not summed
28	CWA Asset Management Group, LLC 13F CIK 1667134 · Registered investment adviser · Sep 30, 2026	112,805	0.35%	+14,229	Sep 30, 2026
29	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	106,967	0.33%	+5,204	Jun 30, 2026	carried, not yet filed for the newest quarter
30	Truvestments Capital LLC 13F CIK 1750405 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	104,815	0.33%	+7,115	Jun 30, 2026	carried, not yet filed for the newest quarter
31	VANGUARD REAL ESTATE II INDEX FUND Fund S000059086 · Registered fund · Jul 31, 2026 VANGUARD FIXED INCOME SECURITIES FUNDS, not summed	104,323	0.33%	-500	Jul 31, 2026	VANGUARD FIXED INCOME SECURITIES FUNDS, not summed
32	STIFEL FINANCIAL CORP 13F CIK 720672 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	95,395	0.30%	-8,036	Jun 30, 2026	carried, not yet filed for the newest quarter
33	Federated Hermes MDT Small Cap Growth Fund Fund S000012973 · Registered fund · Jul 31, 2026 Federated Hermes MDT Series, not summed	94,246	0.29%	-39,215	Jul 31, 2026	Federated Hermes MDT Series, not summed
34	Aviance Capital Partners, LLC 13F CIK 1542383 · Registered investment adviser · Sep 30, 2026	92,128	0.29%	+2,788	Sep 30, 2026
35	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · Aug 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	90,377	0.28%	+9,412	Aug 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
36	Quantinno Capital Management LP 13F CIK 1759654 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	87,083	0.27%	+20,254	Jun 30, 2026	carried, not yet filed for the newest quarter
37	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Sep 30, 2026	84,967	0.26%	+5,514	Sep 30, 2026
38	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	84,656	0.26%	+35,518	Jun 30, 2026	carried, not yet filed for the newest quarter
39	CLARK JENNIFER B Insider CIK 1241563 · Sep 16, 2025 Director, issuer-wide, not summed	77,493	0.24%	-5,494	Sep 16, 2025	Director, issuer-wide, not summed
40	Linden Thomas Advisory Services, LLC 13F CIK 1965702 · Registered investment adviser · Sep 30, 2026	76,908	0.24%	-456	Sep 30, 2026
41	Jordan Matthew P. Insider CIK 1657779 · Sep 17, 2026 Director, issuer-wide, not summed	75,990	0.24%	-6,664	Sep 17, 2026	Director, issuer-wide, not summed
42	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	69,800	0.22%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
43	TUDOR INVESTMENT CORP ET AL 13F CIK 923093 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	64,511	0.20%	+64,511	Jun 30, 2026	carried, not yet filed for the newest quarter
44	NewEdge Advisors, LLC 13F CIK 1633516 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	64,355	0.20%	+64,309	Jun 30, 2026	carried, not yet filed for the newest quarter
45	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	64,253	0.20%	+8,917	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	T. Rowe Price Total Equity Market Index Fund Fund S000002091 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	14,300	0.04%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
45.2	T. Rowe Price Small-Cap Index Fund Fund S000051327 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	2,384	0.01%	+442	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
46	CORSAIR CAPITAL MANAGEMENT, L.P. 13F CIK 1276470 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	60,000	0.19%	+60,000	Jun 30, 2026	carried, not yet filed for the newest quarter
47	Trexquant Investment LP 13F CIK 1633445 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	58,651	0.18%	+23,258	Jun 30, 2026	carried, not yet filed for the newest quarter
48	VANGUARD EXPLORER FUND Fund S000002578 · Registered fund · Jul 31, 2026 VANGUARD EXPLORER FUND, not summed	56,973	0.18%	0	Jul 31, 2026	VANGUARD EXPLORER FUND, not summed
49	Russell Investments Group, Ltd. 13F CIK 1692234 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	55,548	0.17%	+6,142	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	U.S. Small Cap Equity Fund Fund S000006864 · Registered fund · Jun 30, 2026 RUSSELL INVESTMENT FUNDS, not summed	4,299	0.01%	0	Jun 30, 2026	RUSSELL INVESTMENT FUNDS, not summed
50	Pavaki Capital Management LLC 13F CIK 2143027 · Registered investment adviser · Sep 30, 2026	55,500	0.17%	+20,000	Sep 30, 2026

14 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 258 holders

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Key facts CIK 1644378 CUSIP 74967R106 13F (30d) 88 filings 63 filers Visit website Investor relations