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 |
|---|---|---|---|---|---|
| Liberty Capital Management, Inc. | 2,329 | $250.8K | 0.07% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 2,325 | $250.4K | 0.01% | −145−5.9% | Reduced |
| Avidian Wealth Solutions, LLC | 2,316 | $249.4K | 0.02% | +2+0.1% | Added |
| Blossom Wealth Management | 2,314 | $249.2K | 0.67% | +25+1.1% | Added |
| Deseret Mutual Benefit Administrators | 2,308 | $248.5K | 0.14% | −658−22.2% | Reduced |
| Belpointe Asset Management LLC | 2,304 | $248.2K | 0.02% | +367+18.9% | Added |
| Cooper Financial Group | 2,303 | $248.0K | 0.05% | −111−4.6% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 2,300 | $247.7K | 0.20% | 00.0% | Unchanged |
| Invictus Private Wealth, LLC | 2,292 | $246.8K | 0.02% | −32−1.4% | Reduced |
| Cidel Asset Management Inc | 2,269 | $244.3K | 0.01% | +2,269 | New |
| Bridges Investment Management Inc | 2,266 | $244.0K | 0.01% | −1,780−44.0% | Reduced |
| Imprint Wealth LLC | 2,263 | $243.7K | 0.20% | +295+15.0% | Added |
| Point72 Europe (London) LLP | 2,261 | $243.5K | 0.03% | +2,261 | New |
| Fukoku Mutual Life Insurance Co | 2,258 | $243.2K | 0.02% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 2,251 | $242.5K | 0.02% | +101+4.7% | Added |
| Phoenix Wealth Advisors | 2,199 | $237.3K | 0.17% | +2+0.1% | Added |
| Versor Investments LP | 2,202 | $237.1K | 0.05% | −6,098−73.5% | Reduced |
| Benjamin Edwards Inc | 2,187 | $236.0K | 0.05% | −4−0.2% | Reduced |
| Arden Trust Co | 2,186 | $235.4K | 0.03% | −2,065−48.6% | Reduced |
| Affinity Investment Advisors, LLC | 2,174 | $234.1K | 0.16% | +2,174 | New |
| Roberts Glore & Co Inc | 2,165 | $233.1K | 0.07% | −868−28.6% | Reduced |
| PGGM Investments | 2,164 | $233.0K | 0.00% | 00.0% | Unchanged |
| Corton Capital Inc. | 2,156 | $232.2K | 0.07% | +2,156 | New |
| Revisor Wealth Management LLC | 2,129 | $229.2K | 0.26% | −833−28.1% | Reduced |
| Thoroughbred Financial Services, LLC | 2,126 | $229.0K | 0.02% | −2,576−54.8% | Reduced |
| Cornerstone Wealth Management, LLC | 2,122 | $228.5K | 0.02% | −180−7.8% | Reduced |
| Camden Capital, LLC | 2,121 | $228.4K | 0.02% | +2,121 | New |
| Peapack Gladstone Financial Corp | 2,120 | $228.0K | 0.00% | −23−1.1% | Reduced |
| Prostatis Group LLC | 2,105 | $226.7K | 0.09% | −6−0.3% | Reduced |
| Summit Financial, LLC | 2,059 | $221.7K | 0.01% | −1,841−47.2% | Reduced |
| Sittner & Nelson, LLC | 2,053 | $221.1K | 0.12% | +410+25.0% | Added |
| FineMark National Bank & Trust | 2,049 | $220.7K | 0.01% | +105+5.4% | Added |
| Main Street Group, LTD | 2,020 | $217.5K | 0.08% | +2,020 | New |
| Ballentine Partners, LLC | 2,005 | $215.9K | 0.00% | −46,463−95.9% | Reduced |
| Copperwynd Financial, LLC | 2,004 | $215.8K | 0.09% | +2,004 | New |
| Essex Savings Bank | 1,996 | $214.9K | 0.06% | −2,549−56.1% | Reduced |
| Patton Albertson Miller Group, LLC | 1,984 | $213.7K | 0.04% | −350−15.0% | Reduced |
| Equitable Holdings, Inc. | 1,978 | $213.0K | 0.00% | +1,978 | New |
| HB Wealth Management, LLC | 1,970 | $212.2K | 0.00% | −3,535−64.2% | Reduced |
| DGS Capital Management, LLC | 1,964 | $211.5K | 0.08% | −882−31.0% | Reduced |
| Syon Capital LLC | 1,938 | $208.7K | 0.02% | −186−8.8% | Reduced |
| Joel Isaacson & Co., LLC | 1,936 | $208.5K | 0.01% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 1,935 | $208.5K | 0.04% | +28+1.5% | Added |
| Paulson Wealth Management Inc. | 1,933 | $208.2K | 0.07% | +1,933 | New |
| Bridgefront Capital, LLC | 1,924 | $207.2K | 0.16% | +1,924 | New |
| Weil Company, Inc. | 1,918 | $206.5K | 0.09% | +1,918 | New |
| Ostrum Asset Management | 1,910 | $205.7K | 0.02% | −3,162−62.3% | Reduced |
| Lane & Associates LLC | 1,904 | $205.0K | 0.15% | −960−33.5% | Reduced |
| Woodstock Corp | 1,895 | $204.1K | 0.02% | −550−22.5% | Reduced |
| Essex Financial Services, Inc. | 1,890 | $203.5K | 0.02% | +1,890 | New |
| Triangle Securities Wealth Management | 1,889 | $203.4K | 0.06% | −255−11.9% | Reduced |
| WCM Investment Management, LLC | 1,859 | $202.7K | 0.00% | +1,859 | New |
| Whitener Capital Management, Inc. | 1,880 | $202.5K | 0.07% | +1,880 | New |
| First Commonwealth Financial Corp | 1,873 | $201.7K | 0.06% | −78−4.0% | Reduced |
| FourThought Financial Partners, LLC | 1,871 | $201.4K | 0.03% | −70−3.6% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 1,869 | $201.3K | 0.05% | +1,869 | New |
| Sachetta, LLC | 1,842 | $198.4K | 0.09% | +1,842 | New |
| Desjardins Global Asset Management Inc. | 1,825 | $196.5K | 0.02% | +350+23.7% | Added |
| Quadrant Capital Group LLC | 1,819 | $195.9K | 0.02% | −236−11.5% | Reduced |
| Acadian Asset Management LLC | 1,795 | $193.0K | 0.00% | −3,578−66.6% | Reduced |
| Harbour Investments, Inc. | 1,735 | $186.8K | 0.01% | −262−13.1% | Reduced |
| Sunbelt Securities, Inc. | 1,644 | $177.1K | 0.02% | +54+3.4% | Added |
| Perkins Coie Trust Co | 1,644 | $177.0K | 0.04% | −5−0.3% | Reduced |
| Colonial Trust Co | 1,520 | $163.7K | 0.03% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 1,500 | $161.5K | 0.13% | +1,500 | New |
| Perritt Capital Management Inc | 1,483 | $159.7K | 0.09% | 00.0% | Unchanged |
| Key Financial Inc | 1,474 | $158.7K | 0.04% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,465 | $157.8K | 0.01% | −184−11.2% | Reduced |
| EntryPoint Capital, LLC | 1,388 | $149.5K | 0.14% | +1,388 | New |
| GAMMA Investing LLC | 1,282 | $139.0K | 0.04% | +1,282 | New |
| JJJ Advisors Inc. | 1,288 | $138.7K | 0.03% | +423+48.9% | Added |
| State of Wyoming | 1,268 | $136.6K | 0.03% | +850+203.3% | Added |
| Farther Finance Advisors, LLC | 1,254 | $135.1K | 0.01% | +159+14.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,227 | $132.1K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,206 | $130.0K | 0.09% | +308+34.3% | Added |
| Kapitalo Investimentos Ltda | 1,179 | $127.0K | 0.03% | +175+17.4% | Added |
| Massmutual Trust Co FSB | 1,150 | $123.8K | 0.00% | −6,318−84.6% | Reduced |
| Geneos Wealth Management Inc. | 1,108 | $119.3K | 0.01% | −44−3.8% | Reduced |
| North Star Investment Management Corp. | 1,102 | $118.7K | 0.01% | −8−0.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,089 | $117.3K | 0.00% | +12+1.1% | Added |
| Duncker Streett & Co Inc | 1,050 | $113.1K | 0.02% | −125−10.6% | Reduced |
| Evermay Wealth Management LLC | 1,028 | $110.7K | 0.02% | +3+0.3% | Added |
| Central Bank & Trust Co | 1,028 | $110.7K | 0.02% | −20−1.9% | Reduced |
| Planned Solutions, Inc. | 1,025 | $110.4K | 0.05% | +1,025 | New |
| Penserra Capital Management LLC | 1,035 | $110.0K | 0.00% | −222−17.7% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 1,020 | $109.8K | 0.05% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,010 | $108.8K | 0.01% | −45−4.3% | Reduced |
| Thompson Investment Management, Inc. | 1,000 | $107.7K | 0.02% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 990 | $106.6K | 0.06% | +990 | New |
| Westpac Banking Corp | 888 | $95.6K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 880 | $94.8K | 0.03% | −35−3.8% | Reduced |
| VisionPoint Advisory Group, LLC | 870 | $93.7K | 0.03% | +40+4.8% | Added |
| CNB Bank | 852 | $91.8K | 0.05% | 00.0% | Unchanged |
| Concord Wealth Partners | 836 | $90.0K | 0.02% | −440−34.5% | Reduced |
| Headlands Technologies LLC | 815 | $87.8K | 0.03% | −1,203−59.6% | Reduced |
| Western Pacific Wealth Management, LP | 745 | $80.2K | 0.06% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 734 | $79.0K | 0.01% | −37−4.8% | Reduced |
| DT Investment Partners, LLC | 700 | $78.2K | 0.01% | +700 | New |
| Evolution Advisers, Inc. | 698 | $75.0K | 0.05% | −122−14.9% | Reduced |
| Abich Financial Wealth Management LLC | 694 | $74.7K | 0.07% | +694 | New |