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 |
|---|---|---|---|---|---|
| Insight Folios Inc | 2,487 | $303.2K | 0.12% | −16−0.6% | Reduced |
| GW Henssler & Associates Ltd | 2,501 | $304.9K | 0.02% | +33+1.3% | Added |
| Cypress Asset Management Inc | 2,509 | $305.9K | 0.08% | −66−2.6% | Reduced |
| Etesian Wealth Advisors, Inc. | 2,526 | $308.0K | 0.18% | −8−0.3% | Reduced |
| Sheets Smith Wealth Management | 2,552 | $311.2K | 0.03% | +45+1.8% | Added |
| Deseret Mutual Benefit Administrators | 2,554 | $311.4K | 0.16% | +246+10.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 2,558 | $311.9K | 0.00% | −31,023−92.4% | Reduced |
| JJJ Advisors Inc. | 2,560 | $312.1K | 0.07% | +1,272+98.8% | Added |
| Arrow Financial Corp | 2,569 | $313.2K | 0.03% | −170−6.2% | Reduced |
| Camden Capital, LLC | 2,576 | $314.1K | 0.03% | +455+21.5% | Added |
| Sandy Spring Bank | 2,595 | $316.4K | 0.01% | 00.0% | Unchanged |
| Trust Asset Management LLC | 2,607 | $317.8K | 0.03% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 2,607 | $317.8K | 0.01% | +282+12.1% | Added |
| Becker Capital Management Inc | 2,617 | $319.1K | 0.01% | +2,617 | New |
| Oppenheimer Asset Management Inc. | 2,674 | $326.0K | 0.00% | +334+14.3% | Added |
| Hollencrest Capital Management | 2,698 | $328.9K | 0.02% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 2,700 | $329.2K | 0.09% | +2,700 | New |
| TCI Wealth Advisors, Inc. | 2,711 | $330.5K | 0.03% | −16−0.6% | Reduced |
| TFG Advisers LLC | 2,712 | $330.6K | 0.13% | +63+2.4% | Added |
| Guinness Asset Management LTD | 2,744 | $334.5K | 0.01% | +20+0.7% | Added |
| Prudential PLC | 2,747 | $334.9K | 0.00% | −7,846−74.1% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 2,751 | $335.4K | 0.19% | −9,645−77.8% | Reduced |
| Simplicity Wealth,LLC | 2,755 | $335.9K | 0.01% | +2,755 | New |
| Bleakley Financial Group, LLC | 2,776 | $338.5K | 0.01% | −161−5.5% | Reduced |
| Fiduciary Trust Co | 2,785 | $339.5K | 0.01% | +2,785 | New |
| Encompass Wealth Advisors, LLC | 2,800 | $341.4K | 0.09% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 2,804 | $341.9K | 0.06% | +200+7.7% | Added |
| Greenleaf Trust | 2,816 | $343.3K | 0.00% | −51−1.8% | Reduced |
| Tortoise Investment Management, LLC | 2,819 | $343.7K | 0.04% | −125−4.2% | Reduced |
| Marino, Stram & Associates LLC | 2,830 | $345.1K | 0.08% | +33+1.2% | Added |
| Hazlett, Burt & Watson, Inc. | 2,851 | $346.0K | 0.21% | −149−5.0% | Reduced |
| Elevatus Welath Management | 2,871 | $350.0K | 0.14% | +13+0.5% | Added |
| ICW Investment Advisors LLC | 2,895 | $353.0K | 0.16% | +247+9.3% | Added |
| Sequoia Financial Advisors, LLC | 2,901 | $353.7K | 0.00% | −744−20.4% | Reduced |
| Citizens Financial Group Inc | 2,918 | $355.8K | 0.01% | +22+0.8% | Added |
| Graves-Light Private Wealth Management, Inc. | 2,967 | $361.7K | 0.04% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 2,973 | $362.5K | 0.01% | 00.0% | Unchanged |
| Arden Trust Co | 2,977 | $363.0K | 0.05% | +791+36.2% | Added |
| Spire Wealth Management | 2,980 | $363.3K | 0.01% | +362+13.8% | Added |
| LaFleur & Godfrey LLC | 2,985 | $363.9K | 0.05% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 2,992 | $364.8K | 0.02% | −19−0.6% | Reduced |
| Central Trust Co | 3,034 | $369.9K | 0.01% | +106+3.6% | Added |
| Summit Trail Advisors, LLC | 3,062 | $373.3K | 0.01% | +133+4.5% | Added |
| Integrated Advisors Network LLC | 3,063 | $373.5K | 0.02% | −2,696−46.8% | Reduced |
| L2 Asset Management, LLC | 3,081 | $375.6K | 0.12% | +717+30.3% | Added |
| DGS Capital Management, LLC | 3,082 | $375.8K | 0.11% | +1,118+56.9% | Added |
| Joule Financial, LLC | 3,094 | $377.3K | 0.16% | +48+1.6% | Added |
| Cullinan Associates Inc | 3,104 | $378.4K | 0.02% | −400−11.4% | Reduced |
| HBK Sorce Advisory LLC | 3,123 | $380.8K | 0.01% | +256+8.9% | Added |
| Horizon Investments, LLC | 3,124 | $380.9K | 0.01% | −3−0.1% | Reduced |
| Nicolet Bankshares Inc | 3,133 | $382.0K | 0.09% | −10−0.3% | Reduced |
| Tower Research Capital LLC (TRC) | 3,162 | $385.5K | 0.01% | −27,275−89.6% | Reduced |
| Nilsine Partners, LLC | 3,171 | $386.6K | 0.05% | −21−0.7% | Reduced |
| Private Wealth Partners, LLC | 3,200 | $390.1K | 0.03% | −5,900−64.8% | Reduced |
| Balentine LLC | 3,201 | $390.3K | 0.01% | +3,201 | New |
| Merit Financial Group, LLC | 3,506 | $390.9K | 0.01% | +1,039+42.1% | Added |
| Evoke Wealth, LLC | 3,232 | $394.1K | 0.01% | +3,232 | New |
| Allen Wealth Management, LLC | 3,239 | $394.9K | 0.35% | −600−15.6% | Reduced |
| Clear Harbor Asset Management, LLC | 3,240 | $395.0K | 0.03% | 00.0% | Unchanged |
| Excalibur Management Corp | 3,255 | $396.9K | 0.17% | 00.0% | Unchanged |
| Financial Counselors Inc | 3,266 | $398.2K | 0.01% | −150−4.4% | Reduced |
| Integrated Wealth Concepts LLC | 3,267 | $398.3K | 0.01% | −58−1.7% | Reduced |
| Court Place Advisors, LLC | 3,291 | $401.3K | 0.13% | −500−13.2% | Reduced |
| Leavell Investment Management, Inc. | 3,298 | $402.0K | 0.02% | +106+3.3% | Added |
| Wimmer Associates 1, LLC | 3,320 | $404.8K | 0.21% | +220+7.1% | Added |
| Profund Advisors LLC | 3,333 | $406.4K | 0.02% | +106+3.3% | Added |
| Pearl River Capital, LLC | 3,402 | $414.8K | 0.07% | −13,229−79.5% | Reduced |
| National Asset Management, Inc. | 3,958 | $415.1K | 0.01% | +997+33.7% | Added |
| Main Street Financial Solutions, LLC | 3,415 | $416.4K | 0.04% | +44+1.3% | Added |
| Signaturefd, LLC | 3,418 | $416.7K | 0.01% | +92+2.8% | Added |
| Farmers National Bank | 3,421 | $417.1K | 0.12% | −859−20.1% | Reduced |
| RMB Capital Management, LLC | 3,431 | $418.3K | 0.01% | +279+8.9% | Added |
| Kingsview Wealth Management, LLC | 3,433 | $418.6K | 0.01% | −38−1.1% | Reduced |
| Norden Group LLC | 3,443 | $419.8K | 0.09% | +3,443 | New |
| Aurora Investment Counsel | 3,458 | $421.6K | 0.24% | −140−3.9% | Reduced |
| Commerzbank Aktiengesellschaft | 3,472 | $424.0K | 0.01% | +3,472 | New |
| IFP Advisors, Inc | 3,522 | $429.5K | 0.02% | −505−12.5% | Reduced |
| Coldstream Capital Management Inc | 3,541 | $431.7K | 0.01% | +103+3.0% | Added |
| Morningstar Investment Management LLC | 3,548 | $433.0K | 0.05% | 00.0% | Unchanged |
| Private Capital Advisors, Inc. | 3,558 | $434.0K | 0.05% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 3,567 | $434.9K | 0.00% | −5−0.1% | Reduced |
| West Financial Advisors, LLC | 3,587 | $437.3K | 0.09% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 3,627 | $439.6K | 0.00% | +2,538+233.1% | Added |
| Farther Finance Advisors, LLC | 3,655 | $439.7K | 0.03% | +2,401+191.5% | Added |
| Prairie Sky Financial Group LLC | 3,609 | $440.0K | 0.26% | 00.0% | Unchanged |
| Dakota Wealth Management | 3,631 | $442.7K | 0.01% | +184+5.3% | Added |
| Gillespie Robinson & Grimm Inc | 3,675 | $448.1K | 0.04% | −625−14.5% | Reduced |
| Aft, Forsyth & Company, Inc. | 3,688 | $449.7K | 0.26% | −2,660−41.9% | Reduced |
| Retirement Planning Co of New England, Inc. | 3,716 | $453.1K | 0.25% | +178+5.0% | Added |
| Global X Japan Co., Ltd. | 3,767 | $459.3K | 0.10% | +271+7.8% | Added |
| Northcape Wealth Management, LLC | 3,785 | $461.5K | 0.17% | 00.0% | Unchanged |
| Prostatis Group LLC | 3,785 | $461.5K | 0.17% | +1,680+79.8% | Added |
| DoubleLine ETF Adviser LP | 3,810 | $464.5K | 0.12% | +52+1.4% | Added |
| Rathbone Brothers plc | 3,820 | $465.7K | 0.00% | 00.0% | Unchanged |
| Burford Brothers, Inc. | 3,851 | $469.5K | 0.31% | +947+32.6% | Added |
| Gen-Wealth Partners Inc | 3,874 | $472.3K | 0.23% | +3,874 | New |
| Wetherby Asset Management Inc | 3,879 | $472.9K | 0.02% | −63−1.6% | Reduced |
| Wealth Group, Ltd. | 3,879 | $473.0K | 0.36% | +3,879 | New |
| Tudor Investment Corp Et Al | 3,896 | $475.0K | 0.01% | −51,528−93.0% | Reduced |
| Ieq Capital, LLC | 3,903 | $475.8K | 0.01% | +231+6.3% | Added |