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, Q1 2024
Institutional positions in Price T Rowe Group Inc as of Mar 31, 2024. 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
- 1,055
- +2 vs. Q4 2023
- Shares held
- 164.5M
- −459.3K (−0.3%) vs. Q4 2023
- Total value
- $20.0B
- +$2.29B (+12.9%) vs. Q4 2023
- New holders
- 106
- 418 more added
- Sold out
- 104
- 372 more reduced
5 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Price T Rowe Group Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| WestEnd Advisors, LLC | 1 | $122 | 0.00% | +1 | New |
| Concord Wealth Partners | 3 | $344 | 0.00% | −833−99.6% | Reduced |
| Trust Co | 4 | $488 | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 6 | $732 | 0.00% | −64−91.4% | Reduced |
| Sofos Investments, Inc. | 6 | $776 | 0.00% | +6 | New |
| Frank, Rimerman Advisors LLC | 8 | $975 | 0.00% | +8 | New |
| West Paces Advisors Inc. | 9 | $1.10K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 10 | $1.22K | 0.00% | −24−70.6% | Reduced |
| Glass Jacobson Investment Advisors llc | 10 | $1.22K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 11 | $1.34K | 0.00% | −48−81.4% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 11 | $1.34K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 11 | $1.34K | 0.00% | +11 | New |
| Aspire Private Capital, LLC | 12 | $1.46K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 13 | $1.58K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 13 | $1.58K | 0.00% | +13 | New |
| RFP Financial Group LLC | 13 | $1.58K | 0.00% | +13 | New |
| SRS Capital Advisors, Inc. | 16 | $1.95K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 18 | $2.00K | 0.00% | −1,017−98.3% | Reduced |
| Financial Management Professionals, Inc. | 16 | $2.00K | 0.00% | +5+45.5% | Added |
| Avion Wealth | 15 | $2.00K | 0.00% | +5+50.0% | Added |
| Coston, McIsaac & Partners | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 16 | $2.00K | 0.00% | +16 | New |
| Northwest Capital Management Inc | 17 | $2.07K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 17 | $2.07K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 18 | $2.25K | 0.00% | +2+12.5% | Added |
| DiNuzzo Private Wealth, Inc. | 20 | $2.44K | 0.00% | +1+5.3% | Added |
| Core Alternative Capital | 21 | $2.56K | 0.00% | −70−76.9% | Reduced |
| Caitlin John, LLC | 21 | $2.56K | 0.00% | −1−4.5% | Reduced |
| Winch Advisory Services, LLC | 22 | $2.66K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 23 | $2.81K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 24 | $2.93K | 0.00% | +4+20.0% | Added |
| Tfo-TDC, LLC | 28 | $3.41K | 0.00% | −3−9.7% | Reduced |
| Globeflex Capital L P | 30 | $3.66K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 31 | $3.78K | 0.00% | −28−47.5% | Reduced |
| HM Payson & Co | 33 | $4.02K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 35 | $4.30K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 37 | $4.51K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 38 | $4.57K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 38 | $4.63K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 39 | $4.75K | 0.00% | +39 | New |
| Motco | 40 | $4.88K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 40 | $4.88K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 40 | $4.91K | 0.00% | +10+33.3% | Added |
| Prestige Wealth Management Group LLC | 42 | $5.12K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 43 | $5.24K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 45 | $5.49K | 0.00% | −545−92.4% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 48 | $5.85K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 50 | $6.10K | 0.00% | −48−49.0% | Reduced |
| Scarborough Advisors, LLC | 54 | $6.58K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 55 | $6.71K | 0.00% | +4+7.8% | Added |
| Continuum Advisory, LLC | 68 | $7.57K | 0.00% | +68 | New |
| Highline Wealth Partners LLC | 65 | $7.97K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 65 | $8.00K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 70 | $8.53K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 75 | $9.14K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 75 | $9.14K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 77 | $9.39K | 0.00% | −7−8.3% | Reduced |
| Ruedi Wealth Management, Inc. | 87 | $10.6K | 0.00% | +87 | New |
| Meeder Asset Management Inc | 89 | $10.9K | 0.00% | +89 | New |
| Viking Fund Management LLC | 90 | $11.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 92 | $11.2K | 0.01% | −215−70.0% | Reduced |
| Guardian Wealth Management, Inc. | 92 | $11.2K | 0.01% | −8−8.0% | Reduced |
| Venturi Wealth Management, LLC | 93 | $11.3K | 0.00% | +30+47.6% | Added |
| Atticus Wealth Management, LLC | 94 | $11.5K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 97 | $11.9K | 0.00% | −89−47.8% | Reduced |
| JNBA Financial Advisors | 100 | $12.2K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 100 | $12.2K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 100 | $12.2K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 106 | $12.9K | 0.01% | +5+5.0% | Added |
| Bruce G. Allen Investments, LLC | 107 | $13.0K | 0.01% | +90+529.4% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 112 | $14.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 117 | $14.3K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 121 | $14.8K | 0.01% | +110+1,000.0% | Added |
| Aspect Partners, LLC | 131 | $16.0K | 0.01% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 135 | $16.5K | 0.01% | +135 | New |
| Bell Investment Advisors, Inc | 137 | $16.7K | 0.00% | +69+101.5% | Added |
| Capital Advisors, Ltd. LLC | 141 | $17.0K | 0.00% | +5+3.7% | Added |
| Smartleaf Asset Management LLC | 144 | $17.4K | 0.00% | +109+311.4% | Added |
| Barrett & Company, Inc. | 150 | $18.3K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 150 | $18.3K | 0.01% | 00.0% | Unchanged |
| Norwood Financial Corp | 150 | $18.3K | 0.03% | +150 | New |
| Hilltop National Bank | 150 | $18.3K | 0.01% | +150 | New |
| Riverview Trust Co | 151 | $18.4K | 0.01% | +151 | New |
| FinTrust Capital Advisors, LLC | 159 | $19.4K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 163 | $19.9K | 0.00% | +129+379.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 180 | $20.1K | 0.00% | −500−73.5% | Reduced |
| Montag A & Associates Inc | 165 | $20.1K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 169 | $20.6K | 0.01% | +169 | New |
| Federated Hermes, Inc. | 175 | $21.3K | 0.00% | −19−9.8% | Reduced |
| CoreCap Advisors, LLC | 177 | $21.5K | 0.00% | +177 | New |
| Ronald Blue Trust, Inc. | 184 | $22.5K | 0.00% | −337−64.7% | Reduced |
| Hexagon Capital Partners LLC | 186 | $22.7K | 0.01% | +29+18.5% | Added |
| Monetary Management Group Inc | 200 | $24.4K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 200 | $24.4K | 0.01% | 00.0% | Unchanged |
| Union Savings Bank | 200 | $24.4K | 0.01% | 00.0% | Unchanged |
| Advantage Trust Co | 205 | $25.0K | 0.02% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 230 | $26.7K | 0.01% | +2+0.9% | Added |
| Private Ocean, LLC | 233 | $28.4K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 250 | $29.6K | 0.01% | 00.0% | Unchanged |