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 |
|---|---|---|---|---|---|
| Plante Moran Financial Advisors, LLC | 75 | $8.08K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 70 | $7.54K | 0.01% | +70 | New |
| Costello Asset Management, INC | 70 | $7.54K | 0.01% | −150−68.2% | Reduced |
| Bell Investment Advisors, Inc | 68 | $7.32K | 0.00% | −1−1.4% | Reduced |
| Fairfield Financial Advisors, LTD | 68 | $7.27K | 0.00% | −80−54.1% | Reduced |
| Harvest Fund Management Co., Ltd | 65 | $7.00K | 0.00% | −126−66.0% | Reduced |
| Highline Wealth Partners LLC | 65 | $7.00K | 0.00% | +65 | New |
| Venturi Wealth Management, LLC | 63 | $6.79K | 0.00% | −22−25.9% | Reduced |
| Gradient Investments LLC | 59 | $6.35K | 0.00% | −526−89.9% | Reduced |
| Leonteq Securities AG | 59 | $6.35K | 0.00% | −440−88.2% | Reduced |
| Scarborough Advisors, LLC | 54 | $5.82K | 0.00% | +54 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 53 | $5.71K | 0.00% | −934−94.6% | Reduced |
| Zions Bancorporation, N.A. | 51 | $5.49K | 0.00% | −96−65.3% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 48 | $5.17K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 43 | $4.63K | 0.00% | +9+26.5% | Added |
| Prestige Wealth Management Group LLC | 42 | $4.52K | 0.00% | −54−56.3% | Reduced |
| Motco | 40 | $4.31K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 40 | $4.31K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 38 | $4.09K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 38 | $4.04K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 37 | $3.98K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 37 | $3.98K | 0.00% | +37 | New |
| Smartleaf Asset Management LLC | 35 | $3.81K | 0.00% | +35 | New |
| Tucker Asset Management LLC | 35 | $3.80K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 34 | $3.66K | 0.00% | +34 | New |
| Valued Wealth Advisors LLC | 34 | $3.57K | 0.00% | +34 | New |
| HM Payson & Co | 33 | $3.55K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 31 | $3.34K | 0.00% | −2−6.1% | Reduced |
| Abound Wealth Management | 30 | $3.25K | 0.00% | −4−11.8% | Reduced |
| Globeflex Capital L P | 30 | $3.23K | 0.00% | +30 | New |
| SJS Investment Consulting Inc. | 23 | $2.48K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 22 | $2.33K | 0.00% | +22 | New |
| Winch Advisory Services, LLC | 22 | $2.33K | 0.00% | +1+4.8% | Added |
| AdvisorNet Financial, Inc | 20 | $2.15K | 0.00% | −44−68.8% | Reduced |
| DiNuzzo Private Wealth, Inc. | 19 | $2.05K | 0.00% | +19 | New |
| Long Island Wealth Management, Inc. | 15 | $2.00K | 0.00% | +15 | New |
| Northwest Capital Management Inc | 17 | $1.83K | 0.00% | −57−77.0% | Reduced |
| Acima Private Wealth, LLC | 17 | $1.83K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 17 | $1.83K | 0.00% | +17 | New |
| Dunhill Financial, LLC | 16 | $1.75K | 0.00% | +16 | New |
| SRS Capital Advisors, Inc. | 16 | $1.72K | 0.00% | −8−33.3% | Reduced |
| Cape Investment Advisory, Inc. | 16 | $1.72K | 0.00% | +16 | New |
| Tennessee Valley Asset Management Partners | 15 | $1.59K | 0.00% | +15 | New |
| DHJJ Financial Advisors, Ltd. | 13 | $1.40K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 12 | $1.29K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 11 | $1.19K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 11 | $1.19K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 10 | $1.08K | 0.00% | −325−97.0% | Reduced |
| Canada Pension Plan Investment Board | 10 | $1.08K | 0.00% | +10 | New |
| Coston, McIsaac & Partners | 17 | $1.00K | 0.00% | −58−77.3% | Reduced |
| Financial Management Professionals, Inc. | 11 | $1.00K | 0.00% | −20−64.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 1 | $1.00K | 0.00% | −7−87.5% | Reduced |
| Avion Wealth | 10 | $1.00K | 0.00% | −2−16.7% | Reduced |
| West Paces Advisors Inc. | 9 | $969 | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 6 | $646 | 0.00% | 00.0% | Unchanged |
| Trust Co | 4 | $431 | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 0 | $20 | 0.00% | 0 | New |
| Dogwood Wealth Management LLC | 0 | $5 | 0.00% | 0 | New |
| SRB Corp | 0 | $0 | 0.00% | −963,433−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −98,200−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −25,163−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −23,125−100.0% | Sold out |
| Wills Financial Group, Inc. | 0 | $0 | 0.00% | −18,983−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −18,627−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −15,995−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −13,849−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −11,446−100.0% | Sold out |
| SFG Wealth Management, LLC. | 0 | $0 | 0.00% | −11,149−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −11,131−100.0% | Sold out |
| Consolidated Capital Management, LLC | 0 | $0 | 0.00% | −11,038−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −8,453−100.0% | Sold out |
| Strategic Investment Solutions, Inc. | 0 | $0 | 0.00% | −6,300−100.0% | Sold out |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −5,408−100.0% | Sold out |
| Lion Street Advisors, LLC | 0 | $0 | 0.00% | −5,154−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −4,986−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −4,858−100.0% | Sold out |
| San Luis Wealth Advisors LLC | 0 | $0 | 0.00% | −4,664−100.0% | Sold out |
| Rossmore Private Capital | 0 | $0 | 0.00% | −3,880−100.0% | Sold out |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | −3,824−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −3,558−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −3,327−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −3,296−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −3,212−100.0% | Sold out |
| Fund Management at Engine No. 1 LLC | 0 | $0 | 0.00% | −3,209−100.0% | Sold out |
| New Republic Capital, LLC | 0 | $0 | 0.00% | −3,179−100.0% | Sold out |
| Ground Swell Capital, LLC | 0 | $0 | 0.00% | −3,139−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −3,041−100.0% | Sold out |
| Fluent Financial, LLC | 0 | $0 | 0.00% | −2,721−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −2,582−100.0% | Sold out |
| Smith Shellnut Wilson LLC | 0 | $0 | 0.00% | −2,492−100.0% | Sold out |
| Graypoint LLC | 0 | $0 | 0.00% | −2,448−100.0% | Sold out |
| Balentine LLC | 0 | $0 | 0.00% | −2,447−100.0% | Sold out |
| Lifeworks Advisors, LLC | 0 | $0 | 0.00% | −2,435−100.0% | Sold out |
| Hoxton Planning & Management, LLC | 0 | $0 | 0.00% | −2,307−100.0% | Sold out |
| Checchi Capital Advisers, LLC | 0 | $0 | 0.00% | −2,272−100.0% | Sold out |
| Wedmont Private Capital | 0 | $0 | 0.00% | −2,288−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −2,187−100.0% | Sold out |
| Clarius Group, LLC | 0 | $0 | 0.00% | −2,125−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −2,220−100.0% | Sold out |
| Strategy Asset Managers LLC | 0 | $0 | 0.00% | −2,050−100.0% | Sold out |