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 |
|---|---|---|---|---|---|
| Horan Securities, Inc. | 1,731 | $211.1K | 0.10% | +1,731 | New |
| FourThought Financial Partners, LLC | 1,737 | $211.7K | 0.02% | −134−7.2% | Reduced |
| United Advisor Group, LLC | 1,739 | $212.0K | 0.08% | +1,739 | New |
| First Affirmative Financial Network | 1,749 | $213.3K | 0.16% | +1,749 | New |
| Essex Savings Bank | 1,996 | $214.9K | 0.06% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 1,765 | $215.1K | 0.02% | +1,765 | New |
| Loudon Investment Management, LLC | 1,770 | $215.8K | 0.12% | −17,734−90.9% | Reduced |
| Independent Solutions Wealth Management, LLC | 1,772 | $216.0K | 0.05% | +1,772 | New |
| SC&H Financial Advisors, Inc. | 1,779 | $216.9K | 0.06% | +1,779 | New |
| Keystone Financial Services | 1,779 | $216.9K | 0.09% | +1,779 | New |
| Ambassador Advisors, LLC | 1,780 | $217.1K | 0.04% | +1,780 | New |
| Abel Hall, LLC | 1,783 | $217.4K | 0.16% | +1,783 | New |
| GAMMA Investing LLC | 1,791 | $218.4K | 0.04% | +509+39.7% | Added |
| Mitchell McLeod Pugh & Williams Inc | 1,793 | $218.6K | 0.05% | +1,793 | New |
| Somerville Kurt F | 1,800 | $219.5K | 0.04% | +1,800 | New |
| Principal Securities, Inc. | 1,815 | $221.3K | 0.01% | +1,326+271.2% | Added |
| Central Valley Advisors, LLC | 1,833 | $223.5K | 0.12% | +1,833 | New |
| Copperwynd Financial, LLC | 1,837 | $224.0K | 0.08% | −167−8.3% | Reduced |
| FineMark National Bank & Trust | 1,839 | $224.2K | 0.01% | −210−10.2% | Reduced |
| Pittenger & Anderson Inc | 1,853 | $225.9K | 0.01% | −6,206−77.0% | Reduced |
| Conning Inc. | 1,855 | $226.2K | 0.01% | +1,855 | New |
| Bridges Investment Management Inc | 1,866 | $227.5K | 0.01% | −400−17.7% | Reduced |
| HB Wealth Management, LLC | 1,875 | $228.7K | 0.00% | −95−4.8% | Reduced |
| Lewis Asset Management, LLC | 1,876 | $228.8K | 0.19% | +1,876 | New |
| Woodstock Corp | 1,895 | $231.0K | 0.02% | 00.0% | Unchanged |
| IAM Advisory, LLC | 1,895 | $231.1K | 0.06% | +1,895 | New |
| Modera Wealth Management, LLC | 1,903 | $232.0K | 0.00% | +1,903 | New |
| Patton Albertson Miller Group, LLC | 1,909 | $232.7K | 0.03% | −75−3.8% | Reduced |
| Ostrum Asset Management | 1,910 | $232.9K | 0.02% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 2,030 | $234.1K | 0.11% | −560−21.6% | Reduced |
| Bill Few Associates, Inc. | 1,922 | $234.3K | 0.10% | +1,922 | New |
| Joel Isaacson & Co., LLC | 1,936 | $236.0K | 0.01% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 1,937 | $236.2K | 0.02% | +47+2.5% | Added |
| Weil Company, Inc. | 1,938 | $236.3K | 0.09% | +20+1.0% | Added |
| Mountain Pacific Investment Advisers Inc | 1,950 | $237.7K | 0.01% | +1,950 | New |
| Moors & Cabot, Inc. | 1,956 | $238.5K | 0.01% | −1,073−35.4% | Reduced |
| Ameritas Advisory Services, LLC | 2,137 | $239.0K | 0.01% | +2,137 | New |
| Prelude Capital Management, LLC | 1,973 | $240.5K | 0.02% | +1,973 | New |
| WCM Investment Management, LLC | 1,988 | $242.4K | 0.00% | +129+6.9% | Added |
| Main Street Group, LTD | 2,020 | $243.0K | 0.11% | 00.0% | Unchanged |
| Lane & Associates LLC | 2,012 | $245.4K | 0.15% | +108+5.7% | Added |
| Summit Financial, LLC | 2,016 | $245.8K | 0.01% | −43−2.1% | Reduced |
| Paulson Wealth Management Inc. | 2,028 | $247.3K | 0.07% | +95+4.9% | Added |
| Symmetry Partners, LLC | 2,037 | $248.0K | 0.02% | +2,037 | New |
| Checchi Capital Advisers, LLC | 2,041 | $248.9K | 0.02% | +2,041 | New |
| Syon Capital LLC | 2,047 | $249.6K | 0.02% | +109+5.6% | Added |
| Invictus Private Wealth, LLC | 2,076 | $253.1K | 0.02% | −216−9.4% | Reduced |
| Baker Tilly Wealth Management, LLC | 2,084 | $254.1K | 0.05% | −429−17.1% | Reduced |
| Cornerstone Wealth Group, LLC | 2,086 | $254.3K | 0.02% | +2,086 | New |
| Oversea-Chinese Banking CORP Ltd | 2,092 | $255.1K | 0.01% | +2,092 | New |
| LCNB Corp | 2,110 | $257.3K | 0.09% | −3,979−65.3% | Reduced |
| Cornerstone Wealth Management, LLC | 2,123 | $258.8K | 0.02% | +10.0% | Added |
| Radnor Capital Management, LLC | 2,135 | $260.0K | 0.04% | −255−10.7% | Reduced |
| Peapack Gladstone Financial Corp | 2,133 | $260.0K | 0.00% | +13+0.6% | Added |
| Phoenix Wealth Advisors | 2,138 | $260.7K | 0.16% | −61−2.8% | Reduced |
| Wendell David Associates Inc | 2,140 | $261.0K | 0.03% | −750−26.0% | Reduced |
| Strategy Asset Managers LLC | 2,143 | $261.3K | 0.06% | +2,143 | New |
| Sittner & Nelson, LLC | 2,153 | $262.5K | 0.13% | +100+4.9% | Added |
| Archer Investment Corp | 2,157 | $263.0K | 0.08% | +2,157 | New |
| Roberts Glore & Co Inc | 2,165 | $264.0K | 0.08% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 2,174 | $265.1K | 0.19% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 2,225 | $271.3K | 0.01% | −653−22.7% | Reduced |
| West Coast Financial LLC | 2,230 | $271.9K | 0.03% | +2,230 | New |
| Benjamin Edwards Inc | 2,230 | $272.0K | 0.05% | +43+2.0% | Added |
| Columbia Asset Management | 2,545 | $274.0K | 0.06% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 2,258 | $275.3K | 0.02% | 00.0% | Unchanged |
| Imprint Wealth LLC | 2,289 | $275.4K | 0.07% | +26+1.1% | Added |
| CAPROCK Group, Inc. | 2,269 | $276.7K | 0.02% | +18+0.8% | Added |
| ISAM Funds (UK) Ltd | 2,294 | $279.7K | 0.16% | −5,209−69.4% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 2,300 | $280.4K | 0.24% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 2,320 | $282.9K | 0.09% | +440+23.4% | Added |
| Avantax Advisory Services, Inc. | 2,326 | $283.6K | 0.00% | −39−1.6% | Reduced |
| Liberty Capital Management, Inc. | 2,329 | $284.0K | 0.07% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 2,338 | $285.1K | 0.02% | +22+0.9% | Added |
| Belpointe Asset Management LLC | 2,342 | $285.6K | 0.02% | +38+1.6% | Added |
| Foster & Motley Inc | 2,344 | $286.0K | 0.02% | +2,344 | New |
| Cooper Financial Group | 2,353 | $286.9K | 0.05% | +50+2.2% | Added |
| Cigna Investments Inc | 2,359 | $287.0K | 0.05% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 2,355 | $287.2K | 0.03% | +21+0.9% | Added |
| Blossom Wealth Management | 2,359 | $287.6K | 0.69% | +45+1.9% | Added |
| Cidel Asset Management Inc | 2,373 | $289.3K | 0.02% | +104+4.6% | Added |
| MTM Investment Management, LLC | 2,377 | $289.7K | 0.12% | −149−5.9% | Reduced |
| Portman Square Capital LLP | 2,377 | $289.8K | 0.07% | −10,336−81.3% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 2,383 | $290.5K | 0.01% | +2,383 | New |
| Darwin Advisors, LLC | 2,386 | $290.9K | 0.08% | −290−10.8% | Reduced |
| Miracle Mile Advisors, LLC | 2,389 | $291.3K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 2,389 | $291.4K | 0.09% | −235−9.0% | Reduced |
| Financial Management Network Inc | 2,510 | $291.8K | 0.07% | +10.0% | Added |
| Equitable Holdings, Inc. | 2,398 | $292.4K | 0.00% | +420+21.2% | Added |
| Lincoln Capital LLC | 2,406 | $293.3K | 0.07% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 2,408 | $293.6K | 0.01% | −1,297−35.0% | Reduced |
| Presilium Private Wealth, LLC | 2,412 | $294.1K | 0.08% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 2,421 | $295.2K | 0.01% | −3,765−60.9% | Reduced |
| Valeo Financial Advisors, LLC | 2,659 | $295.3K | 0.01% | +72+2.8% | Added |
| Meeder Advisory Services, Inc. | 2,426 | $295.8K | 0.03% | −105−4.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,428 | $296.0K | 0.13% | +2,428 | New |
| Jacobi Capital Management LLC | 2,429 | $296.1K | 0.03% | +49+2.1% | Added |
| Jump Financial, LLC | 2,436 | $297.0K | 0.01% | −26,529−91.6% | Reduced |
| TL Private Wealth | 2,500 | $299.1K | 0.15% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 2,476 | $301.9K | 0.05% | +541+28.0% | Added |