RMR GROUP INC. (RMR) — Institutional Holders, Q2 2026 (page 2)
166 institutional investment managers reported a RMR position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $265.1M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 101 to 166. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
RMR 13F holders ranked 101–166 of 166
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | SBI Securities , Ltd.#101 · 471 sh | 471 | $9.7K | — | -21.4% |
| 102 | HUNTINGTON NATIONAL BANK#102 · 455 sh | 455 | $9.3K | 0.00% | 0.0% |
| 103 | Integrated Wealth Concepts#103 · 451 sh | 451 | $9.3K | 0.00% | New |
| 104 | Federation des caisses Desjardins du Quebec#104 · 426 sh | 426 | $8.7K | 0.00% | 0.0% |
| 105 | Allworth Financial#105 · 406 sh | 406 | $8.3K | 0.00% | +136.0% |
| 106 | MassMutual Private Wealth & , FSB#106 · 312 sh | 312 | $6.4K | — | -0.6% |
| 107 | Union Bankshares#107 · 200 sh | 200 | $4.1K | <0.01% | 0.0% |
| 108 | Essential Partners#108 · 177 sh | 177 | $3.6K | — | +53.9% |
| 109 | Montgomery Financial Services#109 · 151 sh | 151 | $3.1K | <0.01% | — |
| 110 | SIMPLEX TRADING#110 · 140 sh | 140 | $2.9K | 0.00% | -89.0% |
| 111 | JONES FINANCIAL COMPANIES LLLP#111 · 136 sh | 136 | $2.8K | 0.00% | +166.7% |
| 112 | ROTHSCHILD INVESTMENT#112 · 134 sh | 134 | $2.8K | <0.01% | +88.7% |
| 113 | Farther Finance Advisors#113 · 116 sh | 116 | $2.4K | — | +24.7% |
| 114 | EverSource Wealth Advisors#114 · 115 sh | 115 | $2.4K | <0.01% | -96.6% |
| 115 | Private Wealth Management Group#115 · 113 sh | 113 | $2.3K | — | 0.0% |
| 116 | BROWN, LISLE/CUMMINGS#116 · 106 sh | 106 | $2.2K | — | 0.0% |
| 117 | Steward Partners Investment Advisory#117 · 105 sh | 105 | $2.2K | 0.00% | +2000.0% |
| 118 | FIFTH THIRD BANCORP#118 · 100 sh | 100 | $2.1K | 0.00% | -81.3% |
| 119 | TSFG#119 · 76 sh | 76 | $2.0K | — | +1.3% |
| 120 | Parallel Advisors#120 · 88 sh | 88 | $1.8K | 0.00% | -22.1% |
| 121 | PICTON MAHONEY ASSET MANAGEMENT#121 · 80 sh | 80 | $1.6K | 0.00% | New |
| 122 | Parkside Financial Bank#122 · 70 sh | 70 | $1.4K | — | +100.0% |
| 123 | IFP Advisors#123 · 60 sh | 60 | $1.2K | — | +9.1% |
| 124 | Global Retirement Partners#124 · 57 sh | 57 | $1.2K | 0.00% | — |
| 125 | Larson Financial Group#125 · 54 sh | 54 | $1.1K | 0.00% | +1.9% |
| 126 | TOMPKINS FINANCIAL#126 · 49 sh | 49 | $1.0K | — | 0.0% |
| 127 | Avion Wealth#127 · 67 sh | 67 | $1.0K | <0.01% | 0.0% |
| 128 | Quarry#128 · 46 sh | 46 | $944.00 | <0.01% | New |
| 129 | Optiver Holding B.V.#129 · 42 sh | 42 | $862.00 | 0.00% | -74.1% |
| 130 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#130 · 35 sh | 35 | $719.00 | 0.00% | +16.7% |
| 131 | Fortitude Family Office#131 · 35 sh | 35 | $719.00 | — | 0.0% |
| 132 | SALEM INVESTMENT COUNSELORS#132 · 25 sh | 25 | $517.00 | — | 0.0% |
| 133 | True Wealth Design#133 · 19 sh | 19 | $391.00 | — | 0.0% |
| 134 | Clearstead Advisors#134 · 15 sh | 15 | $309.00 | 0.00% | New |
| 135 | AdvisorNet Financial#135 · 14 sh | 14 | $280.00 | — | +7.7% |
| 136 | IFG Advisory#136 · 12 sh | 12 | $246.00 | 0.00% | New |
| 137 | Ameritas Advisory Services#137 · 11 sh | 11 | $226.00 | 0.00% | New |
| 138 | TD Waterhouse Canada#138 · 11 sh | 11 | $226.00 | — | 0.0% |
| 139 | HARBOUR INVESTMENTS#139 · 11 sh | 11 | $226.00 | 0.00% | 0.0% |
| 140 | HM PAYSON#140 · 10 sh | 10 | $206.00 | 0.00% | 0.0% |
| 141 | Vision Retirement#141 · 10 sh | 10 | $200.00 | 0.00% | 0.0% |
| 142 | Colonial / SC#142 · 9 sh | 9 | $185.00 | 0.00% | 0.0% |
| 143 | North Star Investment Management#143 · 8 sh | 8 | $164.00 | — | 0.0% |
| 144 | Golden State Wealth Management#144 · 8 sh | 8 | $164.00 | 0.00% | 0.0% |
| 145 | COMPASS FINANCIAL MANAGEMENT#145 · 8 sh | 8 | $160.00 | 0.00% | — |
| 146 | BOYD WATTERSON ASSET MANAGEMENT#146 · 6 sh | 6 | $123.00 | 0.00% | 0.0% |
| 147 | Rockefeller Capital Management L.P.#147 · 6 sh | 6 | $123.00 | 0.00% | 0.0% |
| 148 | PENSION & WEALTH MANAGEMENT ADVISORS#148 · 6 sh | 6 | $123.00 | — | 0.0% |
| 149 | PRIVATE NA#149 · 5 sh | 5 | $103.00 | — | 0.0% |
| 150 | ALBION FINANCIAL GROUP#150 · 4 sh | 4 | $83.00 | — | 0.0% |
| 151 | WOLFF WIESE MAGANA#151 · 4 sh | 4 | $83.00 | — | 0.0% |
| 152 | ASSETMARK#152 · 4 sh | 4 | $82.00 | — | 0.0% |
| 153 | CoreCap Advisors#153 · 4 sh | 4 | $82.00 | — | 0.0% |
| 154 | US BANCORP \DE\#154 · 3 sh | 3 | $62.00 | 0.00% | 0.0% |
| 155 | Strategic Wealth Partners, Ltd.#155 · 2 sh | 2 | $49.00 | 0.00% | 0.0% |
| 156 | VISION FINANCIAL MARKETS#156 · 2 sh | 2 | $42.00 | — | 0.0% |
| 157 | SJS Investment Consulting#157 · 2 sh | 2 | $42.00 | — | +100.0% |
| 158 | Colonial Advisors#158 · 2 sh | 2 | $41.00 | 0.00% | 0.0% |
| 159 | Founders Capital Management#159 · 2 sh | 2 | $41.00 | — | 0.0% |
| 160 | Caitong International Asset Management , Ltd#160 · 2 sh | 2 | $41.00 | 0.00% | New |
| 161 | Glen Eagle Advisors#161 · 2 sh | 2 | $41.00 | 0.00% | 0.0% |
| 162 | Eukles Asset Management#162 · 1 sh | 1 | $21.00 | 0.00% | 0.0% |
| 163 | Fortis Group Advisors#163 · 1 sh | 1 | $21.00 | 0.00% | 0.0% |
| 164 | JPL Wealth Management#164 · 1 sh | 1 | $21.00 | 0.00% | New |
| 165 | Point Nemo Capital#165 · 1 sh | 1 | $11.00 | 0.00% | New |
| 166 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#166 · 218 sh | 218 | — | — | -74.0% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.