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 |
|---|---|---|---|---|---|
| Harvest Fund Management Co., Ltd | 65 | $8.00K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 65 | $7.97K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 68 | $7.57K | 0.00% | +68 | New |
| Zions Bancorporation, N.A. | 55 | $6.71K | 0.00% | +4+7.8% | Added |
| Scarborough Advisors, LLC | 54 | $6.58K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 50 | $6.10K | 0.00% | −48−49.0% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 48 | $5.85K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 45 | $5.49K | 0.00% | −545−92.4% | Reduced |
| Versant Capital Management, Inc | 43 | $5.24K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 42 | $5.12K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 40 | $4.91K | 0.00% | +10+33.3% | Added |
| Motco | 40 | $4.88K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 40 | $4.88K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 39 | $4.75K | 0.00% | +39 | New |
| Sugarloaf Wealth Management, LLC | 38 | $4.63K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 38 | $4.57K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 37 | $4.51K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 35 | $4.30K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 33 | $4.02K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 31 | $3.78K | 0.00% | −28−47.5% | Reduced |
| Globeflex Capital L P | 30 | $3.66K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 28 | $3.41K | 0.00% | −3−9.7% | Reduced |
| AdvisorNet Financial, Inc | 24 | $2.93K | 0.00% | +4+20.0% | Added |
| SJS Investment Consulting Inc. | 23 | $2.81K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 22 | $2.66K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 21 | $2.56K | 0.00% | −70−76.9% | Reduced |
| Caitlin John, LLC | 21 | $2.56K | 0.00% | −1−4.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 20 | $2.44K | 0.00% | +1+5.3% | Added |
| Dunhill Financial, LLC | 18 | $2.25K | 0.00% | +2+12.5% | Added |
| Northwest Capital Management Inc | 17 | $2.07K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 17 | $2.07K | 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 |
| SRS Capital Advisors, Inc. | 16 | $1.95K | 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 |
| Aspire Private Capital, LLC | 12 | $1.46K | 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 |
| 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 |
| West Paces Advisors Inc. | 9 | $1.10K | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 8 | $975 | 0.00% | +8 | New |
| Sofos Investments, Inc. | 6 | $776 | 0.00% | +6 | New |
| Planning Capital Management Corp | 6 | $732 | 0.00% | −64−91.4% | Reduced |
| Trust Co | 4 | $488 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 3 | $344 | 0.00% | −833−99.6% | Reduced |
| WestEnd Advisors, LLC | 1 | $122 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −183,991−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −170,773−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −122,115−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −104,000−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −98,604−100.0% | Sold out |
| Power Corp of Canada | 0 | $0 | 0.00% | −75,514−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −74,600−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −65,100−100.0% | Sold out |
| CSM Advisors, LLC | 0 | $0 | 0.00% | −60,982−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −59,252−100.0% | Sold out |
| Richard C. Young & CO., LTD. | 0 | $0 | 0.00% | −55,854−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −54,836−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −49,786−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −44,272−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −44,082−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −38,277−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −32,551−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −27,708−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −22,066−100.0% | Sold out |
| Hennessy Advisors Inc | 0 | $0 | 0.00% | −22,400−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −20,855−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −18,277−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −17,957−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −17,601−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −17,474−100.0% | Sold out |
| Virginia Wealth Management Group, Inc. | 0 | $0 | 0.00% | −17,429−100.0% | Sold out |
| Cynosure Management, LLC | 0 | $0 | 0.00% | −17,071−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −15,198−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −14,624−100.0% | Sold out |
| JGP Wealth Management, LLC | 0 | $0 | 0.00% | −13,658−100.0% | Sold out |
| Hartline Investment Corp | 0 | $0 | 0.00% | −13,025−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −12,871−100.0% | Sold out |
| Moody Aldrich Partners LLC | 0 | $0 | 0.00% | −11,901−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −11,017−100.0% | Sold out |
| Garda Capital Partners LP | 0 | $0 | 0.00% | −10,436−100.0% | Sold out |
| Chase Investment Counsel Corp | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −9,831−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −8,500−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −8,353−100.0% | Sold out |
| Mission Wealth Management, LP | 0 | $0 | 0.00% | −8,012−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −7,490−100.0% | Sold out |
| Crawford Fund Management, LLC | 0 | $0 | 0.00% | −7,200−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −6,566−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −6,539−100.0% | Sold out |