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 |
|---|---|---|---|---|---|
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 680 | $73.7K | 0.00% | −1,097−61.7% | Reduced |
| Roble, Belko & Company, Inc | 660 | $71.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 649 | $69.9K | 0.01% | −534−45.1% | Reduced |
| First Horizon Advisors, Inc. | 643 | $69.3K | 0.00% | −13−2.0% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 618 | $66.6K | 0.01% | +618 | New |
| Ci Investments Inc. | 616 | $66.0K | 0.00% | −5,445−89.8% | Reduced |
| Keener Financial Planning LLC | 600 | $65.0K | 0.05% | +600 | New |
| Security National Bank | 600 | $64.6K | 0.01% | +600 | New |
| Raleigh Capital Management Inc. | 590 | $63.5K | 0.03% | +49+9.1% | Added |
| Rakuten Investment Management, Inc. | 553 | $60.3K | 0.00% | +553 | New |
| Clean Yield Group | 551 | $59.3K | 0.02% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 550 | $59.2K | 0.03% | 00.0% | Unchanged |
| Tobam | 509 | $55.0K | 0.00% | +487+2,213.6% | Added |
| Atlantic Trust, LLC | 508 | $54.7K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 506 | $54.5K | 0.01% | −396−43.9% | Reduced |
| Ronald Blue Trust, Inc. | 521 | $54.0K | 0.00% | −514−49.7% | Reduced |
| Sawyer & Company, Inc | 500 | $54.0K | 0.02% | 00.0% | Unchanged |
| Alta Advisers Ltd | 500 | $53.8K | 0.03% | 00.0% | Unchanged |
| Principal Securities, Inc. | 489 | $52.7K | 0.00% | +489 | New |
| Washington Trust Co | 465 | $50.1K | 0.00% | −340−42.2% | Reduced |
| Smithfield Trust Co | 425 | $46.0K | 0.00% | −645−60.3% | Reduced |
| PSI Advisors, LLC | 421 | $45.3K | 0.02% | 00.0% | Unchanged |
| ORG Partners LLC | 400 | $43.2K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 400 | $43.1K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 400 | $43.1K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 395 | $43.0K | 0.01% | +50+14.5% | Added |
| Adirondack Trust Co | 375 | $42.5K | 0.02% | 00.0% | Unchanged |
| NBC Securities, Inc. | 396 | $42.0K | 0.00% | +20+5.3% | Added |
| Proequities, Inc. | 383 | $41.2K | 0.00% | −270−41.3% | Reduced |
| Silvant Capital Management LLC | 381 | $41.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 7,085 | $41.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 372 | $40.1K | 0.01% | −58−13.5% | Reduced |
| Signature Resources Capital Management, LLC | 366 | $39.4K | 0.04% | +366 | New |
| TD Waterhouse Canada Inc. | 337 | $39.3K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 360 | $38.8K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 360 | $38.8K | 0.01% | +360 | New |
| TFC Financial Management | 350 | $37.7K | 0.01% | −10−2.8% | Reduced |
| Bangor Savings Bank | 350 | $37.7K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 343 | $36.9K | 0.00% | +23+7.2% | Added |
| Rosenberg Matthew Hamilton | 338 | $36.4K | 0.01% | −15−4.2% | Reduced |
| Plato Investment Management Ltd | 335 | $36.1K | 0.04% | +335 | New |
| Addison Advisors LLC | 333 | $35.9K | 0.01% | −25−7.0% | Reduced |
| Heritage Wealth Advisors | 322 | $34.7K | 0.00% | +3+0.9% | Added |
| Quent Capital, LLC | 319 | $34.4K | 0.00% | −41−11.4% | Reduced |
| Fortitude Family Office, LLC | 307 | $33.1K | 0.02% | +307 | New |
| Park Place Capital Corp | 300 | $32.3K | 0.01% | +284+1,775.0% | Added |
| Asset Dedication, LLC | 293 | $32.0K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 297 | $32.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 294 | $31.7K | 0.02% | +52+21.5% | Added |
| Webster Bank, N. A. | 291 | $31.3K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 289 | $31.1K | 0.01% | +289 | New |
| GW&K Investment Management, LLC | 292 | $31.0K | 0.00% | +9+3.2% | Added |
| Beacon Capital Management, LLC | 255 | $26.7K | 0.01% | −83−24.6% | Reduced |
| Piscataqua Savings Bank | 241 | $26.0K | 0.02% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 250 | $25.1K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 233 | $25.1K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 233 | $25.1K | 0.00% | +106+83.5% | Added |
| Kozak & Associates, Inc. | 228 | $24.3K | 0.01% | −331−59.2% | Reduced |
| Ofi Invest Asset Management | 249 | $24.3K | 0.00% | 00.0% | Unchanged |
| Advantage Trust Co | 205 | $22.1K | 0.02% | +205 | New |
| Monetary Management Group Inc | 200 | $21.5K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 200 | $21.5K | 0.01% | 00.0% | Unchanged |
| Union Savings Bank | 200 | $21.5K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 197 | $21.2K | 0.01% | −175−47.0% | Reduced |
| Federated Hermes, Inc. | 194 | $20.9K | 0.00% | −1,464−88.3% | Reduced |
| Salomon & Ludwin, LLC | 199 | $20.9K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 189 | $20.4K | 0.00% | +2+1.1% | Added |
| Larson Financial Group LLC | 186 | $20.1K | 0.00% | −132−41.5% | Reduced |
| EverSource Wealth Advisors, LLC | 171 | $18.4K | 0.00% | +78+83.9% | Added |
| Montag A & Associates Inc | 165 | $17.8K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 159 | $17.1K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 157 | $16.9K | 0.00% | −768−83.0% | Reduced |
| Barrett & Company, Inc. | 150 | $16.2K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 150 | $16.2K | 0.01% | +150 | New |
| Jones Financial Companies LLLP | 149 | $16.1K | 0.00% | +149 | New |
| Glassman Wealth Services | 148 | $15.9K | 0.00% | −195−56.9% | Reduced |
| Capital Advisors, Ltd. LLC | 136 | $15.0K | 0.00% | −25−15.5% | Reduced |
| Thompson Siegel & Walmsley LLC | 140 | $15.0K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 131 | $14.1K | 0.01% | +131 | New |
| Westside Investment Management, Inc. | 130 | $14.0K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 123 | $13.2K | 0.03% | +123 | New |
| Sound Income Strategies, LLC | 117 | $12.6K | 0.00% | −81−40.9% | Reduced |
| BKM Wealth Management, LLC | 115 | $12.4K | 0.01% | +115 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 112 | $12.0K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 106 | $11.4K | 0.00% | −549−83.8% | Reduced |
| Clear Street Markets LLC | 101 | $11.0K | 0.00% | +101 | New |
| Private Wealth Management Group, LLC | 101 | $10.9K | 0.01% | +101 | New |
| Guardian Wealth Management, Inc. | 100 | $10.8K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 100 | $10.8K | 0.00% | −49−32.9% | Reduced |
| JNBA Financial Advisors | 100 | $10.8K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 100 | $10.8K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 100 | $10.8K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 98 | $10.6K | 0.01% | +98 | New |
| Atticus Wealth Management, LLC | 94 | $10.1K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 91 | $9.84K | 0.00% | −14−13.3% | Reduced |
| Viking Fund Management LLC | 90 | $9.69K | 0.00% | 00.0% | Unchanged |
| Northwest Financial Advisors | 89 | $9.55K | 0.01% | +89 | New |
| JFS Wealth Advisors, LLC | 84 | $9.05K | 0.00% | −8−8.7% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 82 | $8.83K | 0.00% | +82 | New |
| First Pacific Financial | 75 | $8.08K | 0.00% | 00.0% | Unchanged |