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Price T Rowe Group Inc

TROW
Exchange
Nasdaq
Industry
Investment Advice
SEC CIK
0001113169

In the last 90 days, Price T Rowe Group Inc insiders filed 0 open-market purchases and 1 sale; 1,171 institutions reported holding it in 13F filings for Q2 2026, worth $21.6B in total; Markel Group is the only superinvestor holding it.

13F holders, Q4 2023

Institutional positions in Price T Rowe Group Inc as of Dec 31, 2023. 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
1,058
+55 vs. Q3 2023
Shares held
165.0M
−3.66M (−2.2%) vs. Q3 2023
Total value
$17.7B
+$68.1M (+0.4%) vs. Q3 2023
New holders
134
301 more added
Sold out
79
490 more reduced

14 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting TROW 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 2023: 1,058 institutions
Q1 2021: 1,039 institutionsQ2 2021: 1,079 institutionsQ3 2021: 1,121 institutionsQ4 2021: 1,150 institutionsQ1 2022: 1,104 institutionsQ2 2022: 1,046 institutionsQ3 2022: 1,004 institutionsQ4 2022: 1,024 institutionsQ1 2023: 1,013 institutionsQ2 2023: 1,019 institutionsQ3 2023: 1,017 institutionsQ4 2023: 1,058 institutionsQ1 2024: 1,055 institutionsQ2 2024: 1,070 institutionsQ3 2024: 1,055 institutionsQ4 2024: 1,128 institutionsQ1 2025: 1,087 institutionsQ2 2025: 1,077 institutionsQ3 2025: 1,081 institutionsQ4 2025: 1,128 institutionsQ1 2026: 1,094 institutionsQ2 2026: 1,171 institutions
Value heldQ4 2023: $17.7B
Q1 2021: $27.5BQ2 2021: $32.5BQ3 2021: $32.2BQ4 2021: $32.0BQ1 2022: $24.7BQ2 2022: $19.2BQ3 2022: $18.1BQ4 2022: $19.1BQ1 2023: $19.8BQ2 2023: $19.3BQ3 2023: $17.7BQ4 2023: $17.7BQ1 2024: $20.0BQ2 2024: $18.8BQ3 2024: $18.0BQ4 2024: $19.4BQ1 2025: $15.8BQ2 2025: $17.0BQ3 2025: $17.7BQ4 2025: $18.8BQ1 2026: $16.8BQ2 2026: $21.6B
Institutions holding TROW and their total value by quarter
QuarterHoldersValue
Q2 20261,171$21.6B
Q1 20261,094$16.8B
Q4 20251,128$18.8B
Q3 20251,081$17.7B
Q2 20251,077$17.0B
Q1 20251,087$15.8B
Q4 20241,128$19.4B
Q3 20241,055$18.0B
Q2 20241,070$18.8B
Q1 20241,055$20.0B
Q4 20231,058$17.7B
Q3 20231,017$17.7B
Q2 20231,019$19.3B
Q1 20231,013$19.8B
Q4 20221,024$19.1B
Q3 20221,004$18.1B
Q2 20221,046$19.2B
Q1 20221,104$24.7B
Q4 20211,150$32.0B
Q3 20211,121$32.2B
Q2 20211,079$32.5B
Q1 20211,039$27.5B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Price T Rowe Group Inc; share changes are against Q3 2023.

Institutions holding TROW in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$50.00%0New
Criterion Capital Advisors, LLC0$200.00%0New
Trust Co4$4310.00%00.0%Unchanged
Arlington Trust Co LLC6$6460.00%00.0%Unchanged
West Paces Advisors Inc.9$9690.00%00.0%Unchanged
Coston, McIsaac & Partners17$1.00K0.00%−58−77.3%Reduced
Financial Management Professionals, Inc.11$1.00K0.00%−20−64.5%Reduced
Transamerica Financial Advisors, Inc.1$1.00K0.00%−7−87.5%Reduced
Avion Wealth10$1.00K0.00%−2−16.7%Reduced
Glass Jacobson Investment Advisors llc10$1.08K0.00%−325−97.0%Reduced
Canada Pension Plan Investment Board10$1.08K0.00%+10New
Sanctuary Wealth Management, L.L.C.11$1.19K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC11$1.19K0.00%00.0%Unchanged
Aspire Private Capital, LLC12$1.29K0.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.13$1.40K0.00%00.0%Unchanged
Tennessee Valley Asset Management Partners15$1.59K0.00%+15New
Cape Investment Advisory, Inc.16$1.72K0.00%+16New
SRS Capital Advisors, Inc.16$1.72K0.00%−8−33.3%Reduced
Dunhill Financial, LLC16$1.75K0.00%+16New
Northwest Capital Management Inc17$1.83K0.00%−57−77.0%Reduced
Acima Private Wealth, LLC17$1.83K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC17$1.83K0.00%+17New
Long Island Wealth Management, Inc.15$2.00K0.00%+15New
DiNuzzo Private Wealth, Inc.19$2.05K0.00%+19New
AdvisorNet Financial, Inc20$2.15K0.00%−44−68.8%Reduced
Winch Advisory Services, LLC22$2.33K0.00%+1+4.8%Added
Caitlin John, LLC22$2.33K0.00%+22New
SJS Investment Consulting Inc.23$2.48K0.00%00.0%Unchanged
Globeflex Capital L P30$3.23K0.00%+30New
Abound Wealth Management30$3.25K0.00%−4−11.8%Reduced
Tfo-TDC, LLC31$3.34K0.00%−2−6.1%Reduced
HM Payson & Co33$3.55K0.00%00.0%Unchanged
Valued Wealth Advisors LLC34$3.57K0.00%+34New
McIlrath & Eck, LLC34$3.66K0.00%+34New
Tucker Asset Management LLC35$3.80K0.00%00.0%Unchanged
Smartleaf Asset Management LLC35$3.81K0.00%+35New
Raffa Wealth Management, LLC37$3.98K0.00%00.0%Unchanged
Pineridge Advisors LLC37$3.98K0.00%+37New
Cherry Tree Wealth Management, LLC38$4.04K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC38$4.09K0.00%00.0%Unchanged
Motco40$4.31K0.00%00.0%Unchanged
Red Tortoise LLC40$4.31K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC42$4.52K0.00%−54−56.3%Reduced
Versant Capital Management, Inc43$4.63K0.00%+9+26.5%Added
Mark Sheptoff Financial Planning, LLC48$5.17K0.00%00.0%Unchanged
Zions Bancorporation, N.A.51$5.49K0.00%−96−65.3%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC53$5.71K0.00%−934−94.6%Reduced
Scarborough Advisors, LLC54$5.82K0.00%+54New
Gradient Investments LLC59$6.35K0.00%−526−89.9%Reduced
Leonteq Securities AG59$6.35K0.00%−440−88.2%Reduced
Venturi Wealth Management, LLC63$6.79K0.00%−22−25.9%Reduced
Harvest Fund Management Co., Ltd65$7.00K0.00%−126−66.0%Reduced
Highline Wealth Partners LLC65$7.00K0.00%+65New
Fairfield Financial Advisors, LTD68$7.27K0.00%−80−54.1%Reduced
Bell Investment Advisors, Inc68$7.32K0.00%−1−1.4%Reduced
Costello Asset Management, INC70$7.54K0.01%−150−68.2%Reduced
Planning Capital Management Corp70$7.54K0.01%+70New
First Pacific Financial75$8.08K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC75$8.08K0.00%00.0%Unchanged
Turtle Creek Wealth Advisors, LLC82$8.83K0.00%+82New
JFS Wealth Advisors, LLC84$9.05K0.00%−8−8.7%Reduced
Northwest Financial Advisors89$9.55K0.01%+89New
Viking Fund Management LLC90$9.69K0.00%00.0%Unchanged
Core Alternative Capital91$9.84K0.00%−14−13.3%Reduced
Atticus Wealth Management, LLC94$10.1K0.00%00.0%Unchanged
Rakuten Securities, Inc.98$10.6K0.01%+98New
Lee Financial Co100$10.8K0.00%−49−32.9%Reduced
JNBA Financial Advisors100$10.8K0.00%00.0%Unchanged
Eukles Asset Management100$10.8K0.01%00.0%Unchanged
Mascoma Wealth Management LLC100$10.8K0.00%00.0%Unchanged
Guardian Wealth Management, Inc.100$10.8K0.01%00.0%Unchanged
Private Wealth Management Group, LLC101$10.9K0.01%+101New
Clear Street Markets LLC101$11.0K0.00%+101New
Pathway Financial Advisers, LLC106$11.4K0.00%−549−83.8%Reduced
Farmers & Merchants Trust Co of Chambersburg PA112$12.0K0.01%00.0%Unchanged
BKM Wealth Management, LLC115$12.4K0.01%+115New
Sound Income Strategies, LLC117$12.6K0.00%−81−40.9%Reduced
West Tower Group, LLC123$13.2K0.03%+123New
Westside Investment Management, Inc.130$14.0K0.00%00.0%Unchanged
Aspect Partners, LLC131$14.1K0.01%+131New
Capital Advisors, Ltd. LLC136$15.0K0.00%−25−15.5%Reduced
Thompson Siegel & Walmsley LLC140$15.0K0.00%00.0%Unchanged
Glassman Wealth Services148$15.9K0.00%−195−56.9%Reduced
Jones Financial Companies LLLP149$16.1K0.00%+149New
Towarzystwo Funduszy Inwestycyjnych Pzu SA150$16.2K0.01%+150New
Barrett & Company, Inc.150$16.2K0.01%00.0%Unchanged
Hexagon Capital Partners LLC157$16.9K0.00%−768−83.0%Reduced
FinTrust Capital Advisors, LLC159$17.1K0.00%00.0%Unchanged
Montag A & Associates Inc165$17.8K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC171$18.4K0.00%+78+83.9%Added
Larson Financial Group LLC186$20.1K0.00%−132−41.5%Reduced
Baystate Wealth Management LLC189$20.4K0.00%+2+1.1%Added
Salomon & Ludwin, LLC199$20.9K0.00%00.0%Unchanged
Federated Hermes, Inc.194$20.9K0.00%−1,464−88.3%Reduced
Quarry LP197$21.2K0.01%−175−47.0%Reduced
Monetary Management Group Inc200$21.5K0.01%00.0%Unchanged
Financial Freedom, LLC200$21.5K0.01%00.0%Unchanged
Union Savings Bank200$21.5K0.01%00.0%Unchanged
Advantage Trust Co205$22.1K0.02%+205New
Ofi Invest Asset Management249$24.3K0.00%00.0%Unchanged