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 |
|---|---|---|---|---|---|
| QRG Capital Management, Inc. | 5,059 | $616.8K | 0.01% | +376+8.0% | Added |
| Brown Brothers Harriman & Co | 5,057 | $616.5K | 0.00% | +731+16.9% | Added |
| Aigen Investment Management, LP | 5,053 | $616.1K | 0.13% | −2,505−33.1% | Reduced |
| Vaughan David Investments LLC | 5,021 | $612.0K | 0.02% | −471−8.6% | Reduced |
| NEOS Investment Management LLC | 4,990 | $608.4K | 0.04% | +1,827+57.8% | Added |
| River Wealth Advisors LLC | 4,976 | $606.6K | 0.09% | +22+0.4% | Added |
| NVWM, LLC | 4,963 | $605.1K | 0.17% | +1,022+25.9% | Added |
| Portside Wealth Group, LLC | 4,922 | $600.1K | 0.11% | +62+1.3% | Added |
| Whittier Trust Co | 4,895 | $596.8K | 0.01% | 00.0% | Unchanged |
| Mendel Capital Management LLC | 4,885 | $595.6K | 0.39% | +20+0.4% | Added |
| Veriti Management LLC | 4,861 | $592.7K | 0.04% | +576+13.4% | Added |
| Wealthcare Advisory Partners LLC | 4,819 | $587.5K | 0.02% | +4,819 | New |
| Warther Private Wealth, LLC | 4,750 | $579.1K | 0.26% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 4,728 | $576.4K | 0.23% | −986−17.3% | Reduced |
| Venture Visionary Partners LLC | 4,710 | $574.2K | 0.03% | +50+1.1% | Added |
| DMG Group, LLC | 4,703 | $573.4K | 0.50% | +325+7.4% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 4,662 | $568.4K | 0.06% | −445−8.7% | Reduced |
| AlphaCore Capital LLC | 4,613 | $562.4K | 0.15% | +108+2.4% | Added |
| Wynn Capital, LLC | 4,602 | $561.1K | 0.43% | −130−2.7% | Reduced |
| Twelve Points Wealth Management LLC | 4,576 | $557.9K | 0.20% | +167+3.8% | Added |
| ICA Group Wealth Management, LLC | 4,574 | $557.6K | 0.11% | +2,002+77.8% | Added |
| Sit Investment Associates Inc | 4,500 | $549.0K | 0.01% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 4,494 | $547.9K | 0.06% | −415−8.5% | Reduced |
| Center For Asset Management LLC | 4,462 | $544.0K | 0.45% | +19+0.4% | Added |
| Stratos Wealth Advisors, LLC | 4,445 | $542.0K | 0.03% | −82−1.8% | Reduced |
| Evergreen Capital Management LLC | 4,428 | $539.9K | 0.02% | +4,428 | New |
| Wealth Alliance Advisory Group, LLC | 4,414 | $538.2K | 0.12% | +36+0.8% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 4,394 | $535.7K | 0.00% | −5−0.1% | Reduced |
| Tiaa Trust, National Association | 4,391 | $535.4K | 0.00% | −253−5.4% | Reduced |
| Vestcor Inc | 4,376 | $534.0K | 0.02% | −38−0.9% | Reduced |
| Longfellow Investment Management Co LLC | 4,352 | $530.6K | 0.12% | +34+0.8% | Added |
| LVW Advisors, LLC | 4,338 | $528.9K | 0.09% | +1,468+51.1% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 4,326 | $527.4K | 0.03% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 4,325 | $527.3K | 0.06% | −250−5.5% | Reduced |
| Private Trust Co NA | 4,307 | $525.1K | 0.06% | +185+4.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 4,277 | $521.5K | 0.07% | +865+25.4% | Added |
| US Asset Management LLC | 4,242 | $517.0K | 0.47% | −42−1.0% | Reduced |
| Resources Investment Advisors, LLC. | 4,237 | $516.5K | 0.01% | −1,096−20.6% | Reduced |
| Trust Co of Toledo NA | 4,232 | $516.0K | 0.08% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 4,205 | $512.7K | 0.01% | −238−5.4% | Reduced |
| V-Square Quantitative Management LLC | 4,142 | $505.0K | 0.08% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 4,116 | $501.8K | 0.03% | +28+0.7% | Added |
| Heritage Trust Co | 4,108 | $500.8K | 0.07% | 00.0% | Unchanged |
| WBH Advisory Inc | 4,073 | $496.6K | 0.05% | −211−4.9% | Reduced |
| Plimoth Trust Co LLC | 4,056 | $494.5K | 0.13% | −190−4.5% | Reduced |
| Krane Funds Advisors LLC | 4,147 | $493.0K | 0.02% | −582−12.3% | Reduced |
| Visionary Horizons, LLC | 4,260 | $490.7K | 0.38% | −180−4.1% | Reduced |
| Ferguson Wellman Capital Management, Inc | 4,024 | $490.6K | 0.01% | +5+0.1% | Added |
| Fortune Financial Advisors, LLC | 4,021 | $490.3K | 0.31% | +12+0.3% | Added |
| Siemens Fonds Invest GmbH | 4,019 | $490.0K | 0.04% | −112−2.7% | Reduced |
| Assenagon Asset Management S.A. | 3,999 | $487.6K | 0.00% | −28,020−87.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 3,967 | $483.7K | 0.08% | +439+12.4% | Added |
| Revisor Wealth Management LLC | 4,166 | $477.9K | 0.22% | +2,037+95.7% | Added |
| Bryn Mawr Trust Co | 3,918 | $477.7K | 0.02% | +3,918 | New |
| Ieq Capital, LLC | 3,903 | $475.8K | 0.01% | +231+6.3% | Added |
| Tudor Investment Corp Et Al | 3,896 | $475.0K | 0.01% | −51,528−93.0% | Reduced |
| Wealth Group, Ltd. | 3,879 | $473.0K | 0.36% | +3,879 | New |
| Wetherby Asset Management Inc | 3,879 | $472.9K | 0.02% | −63−1.6% | Reduced |
| Gen-Wealth Partners Inc | 3,874 | $472.3K | 0.23% | +3,874 | New |
| Burford Brothers, Inc. | 3,851 | $469.5K | 0.31% | +947+32.6% | Added |
| Rathbone Brothers plc | 3,820 | $465.7K | 0.00% | 00.0% | Unchanged |
| DoubleLine ETF Adviser LP | 3,810 | $464.5K | 0.12% | +52+1.4% | 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 |
| Global X Japan Co., Ltd. | 3,767 | $459.3K | 0.10% | +271+7.8% | Added |
| Retirement Planning Co of New England, Inc. | 3,716 | $453.1K | 0.25% | +178+5.0% | Added |
| Aft, Forsyth & Company, Inc. | 3,688 | $449.7K | 0.26% | −2,660−41.9% | Reduced |
| Gillespie Robinson & Grimm Inc | 3,675 | $448.1K | 0.04% | −625−14.5% | Reduced |
| Dakota Wealth Management | 3,631 | $442.7K | 0.01% | +184+5.3% | Added |
| Prairie Sky Financial Group LLC | 3,609 | $440.0K | 0.26% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 3,655 | $439.7K | 0.03% | +2,401+191.5% | Added |
| Federation des caisses Desjardins du Quebec | 3,627 | $439.6K | 0.00% | +2,538+233.1% | Added |
| West Financial Advisors, LLC | 3,587 | $437.3K | 0.09% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 3,567 | $434.9K | 0.00% | −5−0.1% | Reduced |
| Private Capital Advisors, Inc. | 3,558 | $434.0K | 0.05% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 3,548 | $433.0K | 0.05% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 3,541 | $431.7K | 0.01% | +103+3.0% | Added |
| IFP Advisors, Inc | 3,522 | $429.5K | 0.02% | −505−12.5% | Reduced |
| Commerzbank Aktiengesellschaft | 3,472 | $424.0K | 0.01% | +3,472 | New |
| Aurora Investment Counsel | 3,458 | $421.6K | 0.24% | −140−3.9% | Reduced |
| Norden Group LLC | 3,443 | $419.8K | 0.09% | +3,443 | New |
| Kingsview Wealth Management, LLC | 3,433 | $418.6K | 0.01% | −38−1.1% | Reduced |
| RMB Capital Management, LLC | 3,431 | $418.3K | 0.01% | +279+8.9% | Added |
| Farmers National Bank | 3,421 | $417.1K | 0.12% | −859−20.1% | Reduced |
| Signaturefd, LLC | 3,418 | $416.7K | 0.01% | +92+2.8% | Added |
| Main Street Financial Solutions, LLC | 3,415 | $416.4K | 0.04% | +44+1.3% | Added |
| National Asset Management, Inc. | 3,958 | $415.1K | 0.01% | +997+33.7% | Added |
| Pearl River Capital, LLC | 3,402 | $414.8K | 0.07% | −13,229−79.5% | Reduced |
| Profund Advisors LLC | 3,333 | $406.4K | 0.02% | +106+3.3% | Added |
| Wimmer Associates 1, LLC | 3,320 | $404.8K | 0.21% | +220+7.1% | Added |
| Leavell Investment Management, Inc. | 3,298 | $402.0K | 0.02% | +106+3.3% | Added |
| Court Place Advisors, LLC | 3,291 | $401.3K | 0.13% | −500−13.2% | Reduced |
| Integrated Wealth Concepts LLC | 3,267 | $398.3K | 0.01% | −58−1.7% | Reduced |
| Financial Counselors Inc | 3,266 | $398.2K | 0.01% | −150−4.4% | Reduced |
| Excalibur Management Corp | 3,255 | $396.9K | 0.17% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 3,240 | $395.0K | 0.03% | 00.0% | Unchanged |
| Allen Wealth Management, LLC | 3,239 | $394.9K | 0.35% | −600−15.6% | Reduced |
| Evoke Wealth, LLC | 3,232 | $394.1K | 0.01% | +3,232 | New |
| Merit Financial Group, LLC | 3,506 | $390.9K | 0.01% | +1,039+42.1% | Added |
| Balentine LLC | 3,201 | $390.3K | 0.01% | +3,201 | New |