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 |
|---|---|---|---|---|---|
| Retirement Planning Co of New England, Inc. | 3,538 | $381.0K | 0.17% | +194+5.8% | Added |
| GPS Wealth Strategies Group, LLC | 3,528 | $380.0K | 0.07% | +10.0% | Added |
| Gladstone Institutional Advisory LLC | 3,522 | $379.3K | 0.02% | −922−20.7% | Reduced |
| Cullinan Associates Inc | 3,504 | $377.3K | 0.02% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 3,496 | $376.5K | 0.21% | +3,496 | New |
| Kingsview Wealth Management, LLC | 3,471 | $373.8K | 0.01% | −3,903−52.9% | Reduced |
| Dakota Wealth Management | 3,447 | $371.2K | 0.01% | −1,054−23.4% | Reduced |
| Coldstream Capital Management Inc | 3,438 | $370.2K | 0.01% | +40+1.2% | Added |
| Walleye Capital LLC | 3,418 | $368.1K | 0.01% | −11,670−77.3% | Reduced |
| Financial Counselors Inc | 3,416 | $367.9K | 0.01% | −2,208−39.3% | Reduced |
| Custom Index Systems, LLC | 3,384 | $364.4K | 0.23% | +3,384 | New |
| Main Street Financial Solutions, LLC | 3,371 | $363.0K | 0.05% | −9−0.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 3,412 | $362.7K | 0.09% | +3,412 | New |
| BHK Investment Advisors, LLC | 3,365 | $362.4K | 0.21% | −1,854−35.5% | Reduced |
| Signaturefd, LLC | 3,326 | $358.2K | 0.01% | −702−17.4% | Reduced |
| Integrated Wealth Concepts LLC | 3,325 | $358.1K | 0.01% | +278+9.1% | Added |
| Capstone Triton Financial Group, LLC | 3,313 | $356.8K | 0.26% | +144+4.5% | Added |
| Excalibur Management Corp | 3,255 | $350.5K | 0.16% | +22+0.7% | Added |
| Clear Harbor Asset Management, LLC | 3,240 | $348.9K | 0.03% | +100+3.2% | Added |
| Profund Advisors LLC | 3,227 | $347.5K | 0.01% | +680+26.7% | Added |
| Leavell Investment Management, Inc. | 3,192 | $344.0K | 0.02% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 3,192 | $343.7K | 0.05% | +64+2.0% | Added |
| NEOS Investment Management LLC | 3,163 | $340.6K | 0.03% | +923+41.2% | Added |
| RMB Capital Management, LLC | 3,152 | $339.5K | 0.01% | −11−0.3% | Reduced |
| Saratoga Research & Investment Management | 3,148 | $339.0K | 0.02% | −2,123−40.3% | Reduced |
| F/M Investments LLC | 3,146 | $338.8K | 0.19% | +571+22.2% | Added |
| Nicolet Bankshares Inc | 3,143 | $338.5K | 0.09% | −235−7.0% | Reduced |
| J.W. Cole Advisors, Inc. | 3,133 | $337.4K | 0.02% | +3,133 | New |
| Stevens Capital Management LP | 3,133 | $337.0K | 0.08% | +3,133 | New |
| Horizon Investments, LLC | 3,127 | $336.7K | 0.01% | −4,730−60.2% | Reduced |
| Partnership Wealth Management, LLC | 3,080 | $334.0K | 0.25% | +3,080 | New |
| Wimmer Associates 1, LLC | 3,100 | $333.8K | 0.19% | +15+0.5% | Added |
| Joule Financial, LLC | 3,046 | $328.1K | 0.15% | −19−0.6% | Reduced |
| Moors & Cabot, Inc. | 3,029 | $326.2K | 0.02% | −1,338−30.6% | Reduced |
| Financial Advocates Investment Management | 3,011 | $324.3K | 0.02% | +87+3.0% | Added |
| Emerald Advisers, LLC | 3,009 | $324.0K | 0.01% | −52−1.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 3,000 | $324.0K | 0.22% | −833−21.7% | Reduced |
| LaFleur & Godfrey LLC | 2,985 | $321.5K | 0.05% | −475−13.7% | Reduced |
| SlateStone Wealth, LLC | 2,985 | $321.0K | 0.04% | −80−2.6% | Reduced |
| Clifford Swan Investment Counsel LLC | 2,973 | $320.2K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 2,967 | $319.5K | 0.04% | 00.0% | Unchanged |
| National Asset Management, Inc. | 2,961 | $318.8K | 0.01% | −997−25.2% | Reduced |
| Tortoise Investment Management, LLC | 2,944 | $317.0K | 0.04% | +125+4.4% | Added |
| Sawtooth Solutions, LLC | 2,937 | $316.3K | 0.01% | −454−13.4% | Reduced |
| Bleakley Financial Group, LLC | 2,937 | $316.3K | 0.01% | −454−13.4% | Reduced |
| Summit Trail Advisors, LLC | 2,929 | $315.4K | 0.01% | −670−18.6% | Reduced |
| Central Trust Co | 2,928 | $315.3K | 0.01% | −45−1.5% | Reduced |
| Burford Brothers, Inc. | 2,904 | $312.7K | 0.22% | +2,904 | New |
| Citizens Financial Group Inc | 2,896 | $311.9K | 0.01% | +2,896 | New |
| Wendell David Associates Inc | 2,890 | $311.0K | 0.03% | +2,890 | New |
| Boston Private Wealth LLC | 2,878 | $309.9K | 0.01% | −14−0.5% | Reduced |
| LVW Advisors, LLC | 2,870 | $309.1K | 0.06% | +2,870 | New |
| HBK Sorce Advisory LLC | 2,867 | $308.7K | 0.01% | −282−9.0% | Reduced |
| Greenleaf Trust | 2,867 | $308.7K | 0.00% | −2,512−46.7% | Reduced |
| Elevatus Welath Management | 2,858 | $307.8K | 0.14% | +2,858 | New |
| Regal Investment Advisors LLC | 2,829 | $304.7K | 0.02% | −1,970−41.1% | Reduced |
| Encompass Wealth Advisors, LLC | 2,800 | $301.6K | 0.09% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 2,797 | $301.3K | 0.08% | −293−9.5% | Reduced |
| Arrow Financial Corp | 2,739 | $295.0K | 0.03% | −239−8.0% | Reduced |
| TCI Wealth Advisors, Inc. | 2,727 | $293.7K | 0.03% | −15−0.5% | Reduced |
| Guinness Asset Management LTD | 2,724 | $293.3K | 0.01% | +97+3.7% | Added |
| Hollencrest Capital Management | 2,698 | $290.5K | 0.03% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 2,676 | $288.2K | 0.08% | −137−4.9% | Reduced |
| Spire Wealth Management | 2,618 | $286.6K | 0.01% | −39−1.5% | Reduced |
| Benin Management CORP | 2,660 | $286.5K | 0.10% | +2,660 | New |
| TFG Advisers LLC | 2,649 | $285.2K | 0.12% | −93−3.4% | Reduced |
| ICW Investment Advisors LLC | 2,648 | $285.1K | 0.14% | +261+10.9% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 2,624 | $282.0K | 0.09% | +280+11.9% | Added |
| Trust Asset Management LLC | 2,607 | $280.7K | 0.03% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 2,604 | $280.4K | 0.05% | +2,604 | New |
| Sandy Spring Bank | 2,595 | $279.5K | 0.01% | −180−6.5% | Reduced |
| Wealth Management Associates, Inc. | 2,590 | $278.9K | 0.15% | +2,590 | New |
| Valeo Financial Advisors, LLC | 2,587 | $278.6K | 0.01% | +2,587 | New |
| National Philanthropic Trust | 2,583 | $278.2K | 0.01% | +2,583 | New |
| Cypress Asset Management Inc | 2,575 | $277.3K | 0.08% | −100−3.7% | Reduced |
| ICA Group Wealth Management, LLC | 2,572 | $277.0K | 0.06% | +617+31.6% | Added |
| Etesian Wealth Advisors, Inc. | 2,534 | $276.2K | 0.17% | −28−1.1% | Reduced |
| Columbia Asset Management | 2,545 | $274.0K | 0.06% | +2,545 | New |
| Meeder Advisory Services, Inc. | 2,531 | $272.6K | 0.03% | −510−16.8% | Reduced |
| MTM Investment Management, LLC | 2,526 | $272.1K | 0.12% | −200−7.3% | Reduced |
| Baker Tilly Wealth Management, LLC | 2,513 | $270.6K | 0.04% | −269−9.7% | Reduced |
| Sheets Smith Wealth Management | 2,507 | $270.0K | 0.04% | −518−17.1% | Reduced |
| Insight Folios Inc | 2,503 | $269.6K | 0.12% | +35+1.4% | Added |
| TL Private Wealth | 2,500 | $269.2K | 0.14% | 00.0% | Unchanged |
| Oak Hill Wealth Advisors, LLC | 2,496 | $268.8K | 0.09% | 00.0% | Unchanged |
| Financial Management Network Inc | 2,509 | $266.3K | 0.08% | +62+2.5% | Added |
| GW Henssler & Associates Ltd | 2,468 | $265.8K | 0.02% | −181−6.8% | Reduced |
| Merit Financial Group, LLC | 2,467 | $265.6K | 0.01% | +2,467 | New |
| Presilium Private Wealth, LLC | 2,412 | $259.7K | 0.07% | 00.0% | Unchanged |
| Lincoln Capital LLC | 2,406 | $259.1K | 0.06% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 2,404 | $258.9K | 0.04% | +2,404 | New |
| Miracle Mile Advisors, LLC | 2,389 | $257.3K | 0.01% | −7−0.3% | Reduced |
| Radnor Capital Management, LLC | 2,390 | $257.0K | 0.05% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 2,380 | $256.3K | 0.03% | +189+8.6% | Added |
| Avantax Advisory Services, Inc. | 2,365 | $254.7K | 0.00% | −978−29.3% | Reduced |
| L2 Asset Management, LLC | 2,364 | $254.6K | 0.10% | +864+57.6% | Added |
| Cigna Investments Inc | 2,359 | $254.0K | 0.05% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 2,340 | $252.0K | 0.00% | −807−25.6% | Reduced |
| Soltis Investment Advisors LLC | 2,334 | $251.4K | 0.03% | −2−0.1% | Reduced |
| Scientech Research LLC | 2,331 | $251.0K | 0.25% | +2,331 | New |