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 |
|---|---|---|---|---|---|
| Salomon & Ludwin, LLC | 246 | $30.0K | 0.00% | +47+23.6% | Added |
| Piscataqua Savings Bank | 248 | $30.2K | 0.03% | +7+2.9% | Added |
| Addison Advisors LLC | 250 | $30.5K | 0.01% | −83−24.9% | Reduced |
| VisionPoint Advisory Group, LLC | 257 | $31.3K | 0.01% | −613−70.5% | Reduced |
| Beacon Capital Management, LLC | 258 | $31.4K | 0.01% | +3+1.2% | Added |
| Caldwell Sutter Capital, Inc. | 261 | $31.8K | 0.02% | −33−11.2% | Reduced |
| First United Bank Trust | 264 | $32.2K | 0.01% | −25−8.7% | Reduced |
| Cambridge Trust Co | 266 | $32.4K | 0.00% | −134−33.5% | Reduced |
| Webster Bank, N. A. | 291 | $35.5K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 293 | $36.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 295 | $36.0K | 0.00% | +3+1.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 297 | $36.2K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 331 | $36.3K | 0.00% | +160+93.6% | Added |
| Rosenberg Matthew Hamilton | 311 | $37.4K | 0.01% | −27−8.0% | Reduced |
| Proequities, Inc. | 308 | $37.6K | 0.00% | −75−19.6% | Reduced |
| FRG Family Wealth Advisors LLC | 350 | $38.4K | 0.01% | +350 | New |
| Park Place Capital Corp | 316 | $38.5K | 0.01% | +16+5.3% | Added |
| Carolinas Wealth Consulting LLC | 318 | $38.8K | 0.01% | −6,767−95.5% | Reduced |
| Signature Resources Capital Management, LLC | 366 | $39.4K | 0.04% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 326 | $39.7K | 0.00% | +4+1.2% | Added |
| TD Private Client Wealth LLC | 342 | $41.7K | 0.00% | −1−0.3% | Reduced |
| Quent Capital, LLC | 347 | $42.4K | 0.00% | +28+8.8% | Added |
| Bangor Savings Bank | 350 | $42.7K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 350 | $42.7K | 0.01% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 360 | $43.9K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 360 | $43.9K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 373 | $45.5K | 0.01% | +1+0.3% | Added |
| Adirondack Trust Co | 375 | $45.7K | 0.02% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 381 | $46.5K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 396 | $48.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 400 | $48.8K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 421 | $51.3K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 425 | $53.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 434 | $55.7K | 0.00% | +97+28.8% | Added |
| Washington Trust Co | 465 | $56.7K | 0.00% | 00.0% | Unchanged |
| Tobam | 466 | $57.0K | 0.01% | −43−8.4% | Reduced |
| Sawyer & Company, Inc | 500 | $61.0K | 0.02% | 00.0% | Unchanged |
| Alta Advisers Ltd | 500 | $61.0K | 0.03% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 508 | $61.9K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 527 | $64.3K | 0.00% | −116−18.0% | Reduced |
| Indiana Trust & Investment Management CO | 550 | $67.1K | 0.03% | 00.0% | Unchanged |
| Clean Yield Group | 551 | $67.2K | 0.03% | 00.0% | Unchanged |
| Security National Bank | 600 | $73.2K | 0.01% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 600 | $74.0K | 0.05% | 00.0% | Unchanged |
| Covestor Ltd | 636 | $77.0K | 0.05% | −570−47.3% | Reduced |
| Western Pacific Wealth Management, LP | 648 | $79.0K | 0.06% | −97−13.0% | Reduced |
| Parkside Financial Bank & Trust | 653 | $79.6K | 0.01% | +4+0.6% | Added |
| Roble, Belko & Company, Inc | 660 | $80.0K | 0.01% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 705 | $84.8K | 0.06% | +705 | New |
| DT Investment Partners, LLC | 700 | $85.3K | 0.01% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 706 | $87.0K | 0.05% | +8+1.1% | Added |
| Studio Investment Management LLC | 809 | $98.6K | 0.02% | −15,963−95.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 827 | $100.9K | 0.00% | +774+1,460.4% | Added |
| Bank of New Hampshire | 860 | $104.9K | 0.03% | −20−2.3% | Reduced |
| North Star Investment Management Corp. | 862 | $105.1K | 0.01% | −240−21.8% | Reduced |
| State of Wyoming | 890 | $108.5K | 0.02% | −378−29.8% | Reduced |
| CNB Bank | 910 | $110.9K | 0.05% | +58+6.8% | Added |
| Central Bank & Trust Co | 925 | $112.8K | 0.02% | −103−10.0% | Reduced |
| Ci Investments Inc. | 987 | $120.0K | 0.00% | +371+60.2% | Added |
| Thompson Investment Management, Inc. | 1,000 | $121.9K | 0.02% | 00.0% | Unchanged |
| Westpac Banking Corp | 1,000 | $121.9K | 0.01% | +112+12.6% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 1,022 | $124.6K | 0.04% | +2+0.2% | Added |
| Evermay Wealth Management LLC | 1,025 | $125.0K | 0.02% | −3−0.3% | Reduced |
| Abich Financial Wealth Management LLC | 1,027 | $125.2K | 0.10% | +333+48.0% | Added |
| Duncker Streett & Co Inc | 1,050 | $128.0K | 0.03% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,052 | $128.3K | 0.01% | +42+4.2% | Added |
| Icon Wealth Advisors, LLC | 1,059 | $129.1K | 0.01% | +1,059 | New |
| Geneos Wealth Management Inc. | 1,083 | $132.0K | 0.01% | −25−2.3% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,227 | $149.6K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,236 | $150.7K | 0.00% | +86+7.5% | Added |
| Harbour Investments, Inc. | 1,247 | $152.0K | 0.01% | −488−28.1% | Reduced |
| Jones Financial Companies LLLP | 1,295 | $157.9K | 0.00% | +1,146+769.1% | Added |
| Emerald Advisers, LLC | 1,322 | $161.2K | 0.01% | −1,687−56.1% | Reduced |
| Clearstead Advisors, LLC | 1,432 | $161.3K | 0.01% | −33−2.3% | Reduced |
| Qube Research & Technologies Ltd | 1,379 | $168.1K | 0.00% | −882,777−99.8% | Reduced |
| Creative Financial Designs Inc | 1,387 | $169.1K | 0.02% | +1,154+495.3% | Added |
| Perritt Capital Management Inc | 1,453 | $177.2K | 0.10% | −30−2.0% | Reduced |
| Key Financial Inc | 1,474 | $179.7K | 0.05% | 00.0% | Unchanged |
| Colonial Trust Co | 1,520 | $185.3K | 0.03% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,570 | $191.4K | 0.02% | −249−13.7% | Reduced |
| Sunbelt Securities, Inc. | 1,590 | $193.8K | 0.02% | −54−3.3% | Reduced |
| Sachetta, LLC | 1,842 | $198.4K | 0.09% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 1,644 | $200.4K | 0.05% | 00.0% | Unchanged |
| Adviser Investments LLC | 1,657 | $202.0K | 0.00% | +1,657 | New |
| Clarius Group, LLC | 1,658 | $202.1K | 0.01% | +1,658 | New |
| Ballentine Partners, LLC | 1,658 | $202.1K | 0.00% | −347−17.3% | Reduced |
| Ellis Investment Partners, LLC | 1,660 | $202.4K | 0.04% | +1,660 | New |
| BSW Wealth Partners | 1,662 | $202.6K | 0.03% | +1,662 | New |
| Hoxton Planning & Management, LLC | 1,672 | $203.8K | 0.10% | +1,672 | New |
| Matisse Capital | 1,690 | $206.0K | 0.10% | +1,690 | New |
| Symphony Financial, Ltd. Co. | 1,693 | $206.4K | 0.05% | −5,480−76.4% | Reduced |
| Welch & Forbes LLC | 1,695 | $206.7K | 0.00% | +1,695 | New |
| Wrapmanager Inc | 1,696 | $206.8K | 0.06% | +1,696 | New |
| Stewart & Patten Co LLC | 1,700 | $207.3K | 0.03% | +1,700 | New |
| Baker Ellis Asset Management LLC | 1,700 | $207.3K | 0.03% | +1,700 | New |
| Sonora Investment Management Group, LLC | 1,704 | $207.8K | 0.02% | +1,704 | New |
| Buckingham Strategic Partners | 1,714 | $209.1K | 0.01% | +1,714 | New |
| Smith Shellnut Wilson LLC | 1,719 | $209.6K | 0.11% | +1,719 | New |
| First Commonwealth Financial Corp | 1,726 | $210.4K | 0.06% | −147−7.8% | Reduced |
| Quest Partners LLC | 1,730 | $210.9K | 0.04% | −6,883−79.9% | Reduced |