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 |
|---|---|---|---|---|---|
| Daymark Wealth Partners, LLC | 8,953 | $1.09M | 0.06% | −1,951−17.9% | Reduced |
| Davenport & Co LLC | 8,897 | $1.08M | 0.01% | +930+11.7% | Added |
| Simmons Bank | 8,870 | $1.08M | 0.08% | +2,242+33.8% | Added |
| Bourne Lent Asset Management Inc | 8,867 | $1.08M | 0.44% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 8,634 | $1.05M | 0.14% | +28+0.3% | Added |
| Pine Haven Investment Counsel, Inc | 8,514 | $1.04M | 0.91% | −50−0.6% | Reduced |
| iA Global Asset Management Inc. | 8,476 | $1.03M | 0.02% | +2,981+54.2% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 8,454 | $1.03M | 0.03% | −481−5.4% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 8,388 | $1.02M | 0.94% | −70−0.8% | Reduced |
| Sawgrass Asset Management LLC | 8,368 | $1.02M | 0.11% | +2,023+31.9% | Added |
| Vinva Investment Management Ltd | 8,359 | $1.02M | 0.06% | +8,359 | New |
| Tilia Fiduciary Partners, Inc. | 8,328 | $1.02M | 0.82% | +76+0.9% | Added |
| Ashton Thomas Private Wealth, LLC | 8,268 | $1.01M | 0.06% | +8,268 | New |
| Change Path, LLC | 8,229 | $1.00M | 0.04% | +4,065+97.6% | Added |
| Lincoln National Corp | 8,208 | $1.00M | 0.02% | −708−7.9% | Reduced |
| Empirical Finance, LLC | 8,176 | $996.8K | 0.06% | +274+3.5% | Added |
| Umb Bank N A | 8,165 | $995.5K | 0.02% | −398−4.6% | Reduced |
| Beacon Pointe Advisors, LLC | 8,105 | $988.2K | 0.01% | −583−6.7% | Reduced |
| APG Asset Management N.V. | 8,742 | $986.9K | 0.00% | +600+7.4% | Added |
| Delta Financial Advisors LLC | 8,067 | $983.6K | 0.39% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 8,020 | $977.7K | 0.01% | −169−2.1% | Reduced |
| Confluence Wealth Services, Inc. | 7,990 | $974.1K | 0.09% | +2,136+36.5% | Added |
| Rodgers Brothers Inc. | 7,978 | $972.7K | 0.13% | +440+5.8% | Added |
| Norinchukin Bank, The | 7,941 | $968.2K | 0.03% | −107−1.3% | Reduced |
| Sepio Capital, LP | 7,916 | $965.1K | 0.08% | −250−3.1% | Reduced |
| Quantinno Capital Management LP | 7,879 | $961.0K | 0.02% | +2,981+60.9% | Added |
| Natixis | 7,805 | $951.6K | 0.01% | +7,805 | New |
| Clark Capital Management Group, Inc. | 7,712 | $940.2K | 0.01% | −10.0% | Reduced |
| Benin Management CORP | 7,648 | $932.4K | 0.29% | +4,988+187.5% | Added |
| Legacy Financial Advisors, Inc. | 7,622 | $929.2K | 0.17% | +342+4.7% | Added |
| Tufton Capital Management | 7,617 | $928.7K | 0.18% | +336+4.6% | Added |
| Whittier Trust Co of Nevada Inc | 7,592 | $925.6K | 0.03% | −1,401−15.6% | Reduced |
| J.W. Cole Advisors, Inc. | 7,613 | $923.6K | 0.05% | +4,480+143.0% | Added |
| Cove Private Wealth, LLC | 7,575 | $923.5K | 0.79% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 7,531 | $918.6K | 0.01% | +121+1.6% | Added |
| Raymond James Trust N.A. | 7,415 | $904.0K | 0.02% | −1,038−12.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 7,389 | $900.9K | 0.06% | −572−7.2% | Reduced |
| Panagora Asset Management Inc | 7,367 | $898.2K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 7,318 | $892.0K | 0.03% | +1,058+16.9% | Added |
| Argent Advisors, Inc. | 7,247 | $883.6K | 0.35% | +938+14.9% | Added |
| SlateStone Wealth, LLC | 7,235 | $882.0K | 0.09% | +4,250+142.4% | Added |
| Moller Financial Services | 7,200 | $877.8K | 0.24% | 00.0% | Unchanged |
| West Oak Capital, LLC | 7,185 | $876.0K | 0.37% | +60+0.8% | Added |
| Claro Advisors LLC | 7,165 | $873.5K | 0.15% | +2,029+39.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,104 | $866.1K | 0.02% | +30+0.4% | Added |
| Nexus Investment Management ULC | 7,100 | $865.6K | 0.08% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 6,954 | $847.8K | 0.10% | +65+0.9% | Added |
| Parallel Advisors, LLC | 6,909 | $842.3K | 0.02% | +933+15.6% | Added |
| Coastline Trust Co | 6,775 | $826.0K | 0.10% | −560−7.6% | Reduced |
| Elevated Capital Advisors, LLC | 6,701 | $817.0K | 0.23% | +624+10.3% | Added |
| Regions Financial Corp | 6,640 | $809.5K | 0.01% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 6,585 | $802.8K | 0.06% | +6,585 | New |
| Investors Research Corp | 6,542 | $797.6K | 0.19% | +775+13.4% | Added |
| Prime Capital Investment Advisors, LLC | 6,525 | $795.5K | 0.01% | −3,908−37.5% | Reduced |
| RSM US Wealth Management LLC | 6,474 | $789.3K | 0.02% | −203−3.0% | Reduced |
| Toroso Investments, LLC | 6,303 | $768.1K | 0.01% | +1,110+21.4% | Added |
| Verition Fund Management LLC | 6,179 | $753.3K | 0.01% | −365−5.6% | Reduced |
| Provident Investment Management, Inc. | 6,152 | $750.1K | 0.07% | +792+14.8% | Added |
| Ironvine Capital Partners, LLC | 6,100 | $743.7K | 0.08% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 6,100 | $743.7K | 0.48% | +144+2.4% | Added |
| Neville Rodie & Shaw Inc | 6,075 | $741.0K | 0.06% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 6,072 | $740.3K | 0.00% | −133,526−95.7% | Reduced |
| Verity Asset Management, Inc. | 6,026 | $734.7K | 0.41% | +283+4.9% | Added |
| Rakuten Investment Management, Inc. | 6,017 | $733.6K | 0.01% | +5,464+988.1% | Added |
| MCF Advisors LLC | 5,953 | $725.8K | 0.06% | +92+1.6% | Added |
| Everence Capital Management Inc | 5,830 | $711.0K | 0.05% | 00.0% | Unchanged |
| Logan Capital Management Inc | 5,732 | $698.8K | 0.03% | +420+7.9% | Added |
| OmniStar Financial Group, Inc. | 5,713 | $696.6K | 0.64% | +5,713 | New |
| Paloma Partners Management Co | 5,703 | $695.3K | 0.10% | +5,703 | New |
| Alberta Investment Management Corp | 5,700 | $694.9K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 5,665 | $690.7K | 0.08% | −195−3.3% | Reduced |
| Stephens Inc | 5,658 | $689.9K | 0.01% | −329−5.5% | Reduced |
| BHK Investment Advisors, LLC | 5,656 | $689.6K | 0.27% | +2,291+68.1% | Added |
| Cipher Capital LP | 5,620 | $685.2K | 0.32% | −7,301−56.5% | Reduced |
| Colony Group, LLC | 5,622 | $685.0K | 0.01% | −560−9.1% | Reduced |
| Strategic Advisors LLC | 5,600 | $682.8K | 0.13% | 00.0% | Unchanged |
| Donoghue Forlines LLC | 5,585 | $680.9K | 0.19% | +5,585 | New |
| Seven Eight Capital, LP | 5,571 | $679.2K | 0.07% | +5,571 | New |
| Global Retirement Partners, LLC | 5,528 | $674.0K | 0.03% | +124+2.3% | Added |
| Tokio Marine Asset Management Co Ltd | 5,487 | $669.0K | 0.03% | +607+12.4% | Added |
| Great Valley Advisor Group, Inc. | 5,485 | $668.5K | 0.02% | +951+21.0% | Added |
| HighPoint Advisor Group LLC | 5,912 | $666.0K | 0.05% | −132−2.2% | Reduced |
| Ameritas Investment Partners, Inc. | 5,422 | $661.0K | 0.02% | −167−3.0% | Reduced |
| Epoch Investment Partners, Inc. | 5,398 | $658.1K | 0.00% | −670−11.0% | Reduced |
| Allworth Financial LP | 5,384 | $656.5K | 0.00% | −39−0.7% | Reduced |
| Prospera Financial Services Inc | 5,370 | $654.8K | 0.02% | −4,233−44.1% | Reduced |
| Curbstone Financial Management Corp | 5,370 | $654.7K | 0.14% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 5,326 | $649.4K | 0.11% | −19−0.4% | Reduced |
| Capital Investment Advisory Services, LLC | 5,298 | $645.9K | 0.07% | +17+0.3% | Added |
| Vident Advisory, LLC | 5,220 | $636.5K | 0.01% | +1,213+30.3% | Added |
| Midwest Financial Group LLC | 5,217 | $636.0K | 0.43% | +10.0% | Added |
| Saratoga Research & Investment Management | 5,208 | $635.0K | 0.03% | +2,060+65.4% | Added |
| City Holding Co | 5,192 | $633.0K | 0.09% | −41−0.8% | Reduced |
| Accel Wealth Management | 5,162 | $629.4K | 0.27% | −659−11.3% | Reduced |
| Apollon Wealth Management, LLC | 5,137 | $626.3K | 0.02% | +1,598+45.2% | Added |
| Walleye Capital LLC | 5,129 | $625.3K | 0.01% | +1,711+50.1% | Added |
| Baldwin Investment Management, LLC | 5,102 | $622.0K | 0.08% | −51−1.0% | Reduced |
| Roberts Capital Advisors, LLC | 5,084 | $619.8K | 0.59% | +5,084 | New |
| Glenview Trust Co | 5,077 | $619.0K | 0.01% | +480+10.4% | Added |
| Capstone Triton Financial Group, LLC | 5,073 | $618.5K | 0.44% | +1,760+53.1% | Added |