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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,171 | $21.6B |
| Q1 2026 | 1,094 | $16.8B |
| Q4 2025 | 1,128 | $18.8B |
| Q3 2025 | 1,081 | $17.7B |
| Q2 2025 | 1,077 | $17.0B |
| Q1 2025 | 1,087 | $15.8B |
| Q4 2024 | 1,128 | $19.4B |
| Q3 2024 | 1,055 | $18.0B |
| Q2 2024 | 1,070 | $18.8B |
| Q1 2024 | 1,055 | $20.0B |
| Q4 2023 | 1,058 | $17.7B |
| Q3 2023 | 1,017 | $17.7B |
| Q2 2023 | 1,019 | $19.3B |
| Q1 2023 | 1,013 | $19.8B |
| Q4 2022 | 1,024 | $19.1B |
| Q3 2022 | 1,004 | $18.1B |
| Q2 2022 | 1,046 | $19.2B |
| Q1 2022 | 1,104 | $24.7B |
| Q4 2021 | 1,150 | $32.0B |
| Q3 2021 | 1,121 | $32.2B |
| Q2 2021 | 1,079 | $32.5B |
| Q1 2021 | 1,039 | $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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Desjardins Global Asset Management Inc. | 1,825 | $196.5K | 0.02% | +350+23.7% | Added |
| Sachetta, LLC | 1,842 | $198.4K | 0.09% | +1,842 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 1,869 | $201.3K | 0.05% | +1,869 | New |
| FourThought Financial Partners, LLC | 1,871 | $201.4K | 0.03% | −70−3.6% | Reduced |
| First Commonwealth Financial Corp | 1,873 | $201.7K | 0.06% | −78−4.0% | Reduced |
| Whitener Capital Management, Inc. | 1,880 | $202.5K | 0.07% | +1,880 | New |
| WCM Investment Management, LLC | 1,859 | $202.7K | 0.00% | +1,859 | New |
| Triangle Securities Wealth Management | 1,889 | $203.4K | 0.06% | −255−11.9% | Reduced |
| Essex Financial Services, Inc. | 1,890 | $203.5K | 0.02% | +1,890 | New |
| Woodstock Corp | 1,895 | $204.1K | 0.02% | −550−22.5% | Reduced |
| Lane & Associates LLC | 1,904 | $205.0K | 0.15% | −960−33.5% | Reduced |
| Ostrum Asset Management | 1,910 | $205.7K | 0.02% | −3,162−62.3% | Reduced |
| Weil Company, Inc. | 1,918 | $206.5K | 0.09% | +1,918 | New |
| Bridgefront Capital, LLC | 1,924 | $207.2K | 0.16% | +1,924 | New |
| Paulson Wealth Management Inc. | 1,933 | $208.2K | 0.07% | +1,933 | New |
| Personal Cfo Solutions, LLC | 1,935 | $208.5K | 0.04% | +28+1.5% | Added |
| Joel Isaacson & Co., LLC | 1,936 | $208.5K | 0.01% | 00.0% | Unchanged |
| Syon Capital LLC | 1,938 | $208.7K | 0.02% | −186−8.8% | Reduced |
| DGS Capital Management, LLC | 1,964 | $211.5K | 0.08% | −882−31.0% | Reduced |
| HB Wealth Management, LLC | 1,970 | $212.2K | 0.00% | −3,535−64.2% | Reduced |
| Equitable Holdings, Inc. | 1,978 | $213.0K | 0.00% | +1,978 | New |
| Patton Albertson Miller Group, LLC | 1,984 | $213.7K | 0.04% | −350−15.0% | Reduced |
| Essex Savings Bank | 1,996 | $214.9K | 0.06% | −2,549−56.1% | Reduced |
| Copperwynd Financial, LLC | 2,004 | $215.8K | 0.09% | +2,004 | New |
| Ballentine Partners, LLC | 2,005 | $215.9K | 0.00% | −46,463−95.9% | Reduced |
| Main Street Group, LTD | 2,020 | $217.5K | 0.08% | +2,020 | New |
| FineMark National Bank & Trust | 2,049 | $220.7K | 0.01% | +105+5.4% | Added |
| Sittner & Nelson, LLC | 2,053 | $221.1K | 0.12% | +410+25.0% | Added |
| Summit Financial, LLC | 2,059 | $221.7K | 0.01% | −1,841−47.2% | Reduced |
| Prostatis Group LLC | 2,105 | $226.7K | 0.09% | −6−0.3% | Reduced |
| Peapack Gladstone Financial Corp | 2,120 | $228.0K | 0.00% | −23−1.1% | Reduced |
| Camden Capital, LLC | 2,121 | $228.4K | 0.02% | +2,121 | New |
| Cornerstone Wealth Management, LLC | 2,122 | $228.5K | 0.02% | −180−7.8% | Reduced |
| Thoroughbred Financial Services, LLC | 2,126 | $229.0K | 0.02% | −2,576−54.8% | Reduced |
| Revisor Wealth Management LLC | 2,129 | $229.2K | 0.26% | −833−28.1% | Reduced |
| Corton Capital Inc. | 2,156 | $232.2K | 0.07% | +2,156 | New |
| PGGM Investments | 2,164 | $233.0K | 0.00% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 2,165 | $233.1K | 0.07% | −868−28.6% | Reduced |
| Affinity Investment Advisors, LLC | 2,174 | $234.1K | 0.16% | +2,174 | New |
| Arden Trust Co | 2,186 | $235.4K | 0.03% | −2,065−48.6% | Reduced |
| Benjamin Edwards Inc | 2,187 | $236.0K | 0.05% | −4−0.2% | Reduced |
| Versor Investments LP | 2,202 | $237.1K | 0.05% | −6,098−73.5% | Reduced |
| Phoenix Wealth Advisors | 2,199 | $237.3K | 0.17% | +2+0.1% | Added |
| CAPROCK Group, Inc. | 2,251 | $242.5K | 0.02% | +101+4.7% | Added |
| Fukoku Mutual Life Insurance Co | 2,258 | $243.2K | 0.02% | 00.0% | Unchanged |
| Point72 Europe (London) LLP | 2,261 | $243.5K | 0.03% | +2,261 | New |
| Imprint Wealth LLC | 2,263 | $243.7K | 0.20% | +295+15.0% | Added |
| Bridges Investment Management Inc | 2,266 | $244.0K | 0.01% | −1,780−44.0% | Reduced |
| Cidel Asset Management Inc | 2,269 | $244.3K | 0.01% | +2,269 | New |
| Invictus Private Wealth, LLC | 2,292 | $246.8K | 0.02% | −32−1.4% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 2,300 | $247.7K | 0.20% | 00.0% | Unchanged |
| Cooper Financial Group | 2,303 | $248.0K | 0.05% | −111−4.6% | Reduced |
| Belpointe Asset Management LLC | 2,304 | $248.2K | 0.02% | +367+18.9% | Added |
| Deseret Mutual Benefit Administrators | 2,308 | $248.5K | 0.14% | −658−22.2% | Reduced |
| Blossom Wealth Management | 2,314 | $249.2K | 0.67% | +25+1.1% | Added |
| Avidian Wealth Solutions, LLC | 2,316 | $249.4K | 0.02% | +2+0.1% | Added |
| Pallas Capital Advisors LLC | 2,325 | $250.4K | 0.01% | −145−5.9% | Reduced |
| Liberty Capital Management, Inc. | 2,329 | $250.8K | 0.07% | 00.0% | Unchanged |
| Scientech Research LLC | 2,331 | $251.0K | 0.25% | +2,331 | New |
| Soltis Investment Advisors LLC | 2,334 | $251.4K | 0.03% | −2−0.1% | Reduced |
| Oppenheimer Asset Management Inc. | 2,340 | $252.0K | 0.00% | −807−25.6% | Reduced |
| Cigna Investments Inc | 2,359 | $254.0K | 0.05% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 2,364 | $254.6K | 0.10% | +864+57.6% | Added |
| Avantax Advisory Services, Inc. | 2,365 | $254.7K | 0.00% | −978−29.3% | Reduced |
| Jacobi Capital Management LLC | 2,380 | $256.3K | 0.03% | +189+8.6% | Added |
| Radnor Capital Management, LLC | 2,390 | $257.0K | 0.05% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 2,389 | $257.3K | 0.01% | −7−0.3% | Reduced |
| Mirabella Financial Services LLP | 2,404 | $258.9K | 0.04% | +2,404 | New |
| Lincoln Capital LLC | 2,406 | $259.1K | 0.06% | 00.0% | Unchanged |
| Presilium Private Wealth, LLC | 2,412 | $259.7K | 0.07% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 2,467 | $265.6K | 0.01% | +2,467 | New |
| GW Henssler & Associates Ltd | 2,468 | $265.8K | 0.02% | −181−6.8% | Reduced |
| Financial Management Network Inc | 2,509 | $266.3K | 0.08% | +62+2.5% | Added |
| Oak Hill Wealth Advisors, LLC | 2,496 | $268.8K | 0.09% | 00.0% | Unchanged |
| TL Private Wealth | 2,500 | $269.2K | 0.14% | 00.0% | Unchanged |
| Insight Folios Inc | 2,503 | $269.6K | 0.12% | +35+1.4% | Added |
| Sheets Smith Wealth Management | 2,507 | $270.0K | 0.04% | −518−17.1% | Reduced |
| Baker Tilly Wealth Management, LLC | 2,513 | $270.6K | 0.04% | −269−9.7% | Reduced |
| MTM Investment Management, LLC | 2,526 | $272.1K | 0.12% | −200−7.3% | Reduced |
| Meeder Advisory Services, Inc. | 2,531 | $272.6K | 0.03% | −510−16.8% | Reduced |
| Columbia Asset Management | 2,545 | $274.0K | 0.06% | +2,545 | New |
| Etesian Wealth Advisors, Inc. | 2,534 | $276.2K | 0.17% | −28−1.1% | Reduced |
| ICA Group Wealth Management, LLC | 2,572 | $277.0K | 0.06% | +617+31.6% | Added |
| Cypress Asset Management Inc | 2,575 | $277.3K | 0.08% | −100−3.7% | Reduced |
| National Philanthropic Trust | 2,583 | $278.2K | 0.01% | +2,583 | New |
| Valeo Financial Advisors, LLC | 2,587 | $278.6K | 0.01% | +2,587 | New |
| Wealth Management Associates, Inc. | 2,590 | $278.9K | 0.15% | +2,590 | New |
| Sandy Spring Bank | 2,595 | $279.5K | 0.01% | −180−6.5% | Reduced |
| USA Financial Portformulas Corp | 2,604 | $280.4K | 0.05% | +2,604 | New |
| Trust Asset Management LLC | 2,607 | $280.7K | 0.03% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 2,624 | $282.0K | 0.09% | +280+11.9% | Added |
| ICW Investment Advisors LLC | 2,648 | $285.1K | 0.14% | +261+10.9% | Added |
| TFG Advisers LLC | 2,649 | $285.2K | 0.12% | −93−3.4% | Reduced |
| Benin Management CORP | 2,660 | $286.5K | 0.10% | +2,660 | New |
| Spire Wealth Management | 2,618 | $286.6K | 0.01% | −39−1.5% | Reduced |
| Darwin Advisors, LLC | 2,676 | $288.2K | 0.08% | −137−4.9% | Reduced |
| Hollencrest Capital Management | 2,698 | $290.5K | 0.03% | 00.0% | Unchanged |
| Guinness Asset Management LTD | 2,724 | $293.3K | 0.01% | +97+3.7% | Added |
| TCI Wealth Advisors, Inc. | 2,727 | $293.7K | 0.03% | −15−0.5% | Reduced |
| Arrow Financial Corp | 2,739 | $295.0K | 0.03% | −239−8.0% | Reduced |