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 |
|---|---|---|---|---|---|
| Private Wealth Partners, LLC | 3,200 | $390.1K | 0.03% | −5,900−64.8% | Reduced |
| Nilsine Partners, LLC | 3,171 | $386.6K | 0.05% | −21−0.7% | Reduced |
| Tower Research Capital LLC (TRC) | 3,162 | $385.5K | 0.01% | −27,275−89.6% | Reduced |
| Nicolet Bankshares Inc | 3,133 | $382.0K | 0.09% | −10−0.3% | Reduced |
| Horizon Investments, LLC | 3,124 | $380.9K | 0.01% | −3−0.1% | Reduced |
| HBK Sorce Advisory LLC | 3,123 | $380.8K | 0.01% | +256+8.9% | Added |
| Cullinan Associates Inc | 3,104 | $378.4K | 0.02% | −400−11.4% | Reduced |
| Joule Financial, LLC | 3,094 | $377.3K | 0.16% | +48+1.6% | Added |
| DGS Capital Management, LLC | 3,082 | $375.8K | 0.11% | +1,118+56.9% | Added |
| L2 Asset Management, LLC | 3,081 | $375.6K | 0.12% | +717+30.3% | Added |
| Integrated Advisors Network LLC | 3,063 | $373.5K | 0.02% | −2,696−46.8% | Reduced |
| Summit Trail Advisors, LLC | 3,062 | $373.3K | 0.01% | +133+4.5% | Added |
| Central Trust Co | 3,034 | $369.9K | 0.01% | +106+3.6% | Added |
| Financial Advocates Investment Management | 2,992 | $364.8K | 0.02% | −19−0.6% | Reduced |
| LaFleur & Godfrey LLC | 2,985 | $363.9K | 0.05% | 00.0% | Unchanged |
| Spire Wealth Management | 2,980 | $363.3K | 0.01% | +362+13.8% | Added |
| Arden Trust Co | 2,977 | $363.0K | 0.05% | +791+36.2% | Added |
| Clifford Swan Investment Counsel LLC | 2,973 | $362.5K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 2,967 | $361.7K | 0.04% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 2,918 | $355.8K | 0.01% | +22+0.8% | Added |
| Sequoia Financial Advisors, LLC | 2,901 | $353.7K | 0.00% | −744−20.4% | Reduced |
| ICW Investment Advisors LLC | 2,895 | $353.0K | 0.16% | +247+9.3% | Added |
| Elevatus Welath Management | 2,871 | $350.0K | 0.14% | +13+0.5% | Added |
| Hazlett, Burt & Watson, Inc. | 2,851 | $346.0K | 0.21% | −149−5.0% | Reduced |
| Marino, Stram & Associates LLC | 2,830 | $345.1K | 0.08% | +33+1.2% | Added |
| Tortoise Investment Management, LLC | 2,819 | $343.7K | 0.04% | −125−4.2% | Reduced |
| Greenleaf Trust | 2,816 | $343.3K | 0.00% | −51−1.8% | Reduced |
| USA Financial Portformulas Corp | 2,804 | $341.9K | 0.06% | +200+7.7% | Added |
| Encompass Wealth Advisors, LLC | 2,800 | $341.4K | 0.09% | 00.0% | Unchanged |
| Fiduciary Trust Co | 2,785 | $339.5K | 0.01% | +2,785 | New |
| Bleakley Financial Group, LLC | 2,776 | $338.5K | 0.01% | −161−5.5% | Reduced |
| Simplicity Wealth,LLC | 2,755 | $335.9K | 0.01% | +2,755 | New |
| Bank Pictet & Cie (Asia) Ltd | 2,751 | $335.4K | 0.19% | −9,645−77.8% | Reduced |
| Prudential PLC | 2,747 | $334.9K | 0.00% | −7,846−74.1% | Reduced |
| Guinness Asset Management LTD | 2,744 | $334.5K | 0.01% | +20+0.7% | Added |
| TFG Advisers LLC | 2,712 | $330.6K | 0.13% | +63+2.4% | Added |
| TCI Wealth Advisors, Inc. | 2,711 | $330.5K | 0.03% | −16−0.6% | Reduced |
| Catalyst Funds Management Pty Ltd | 2,700 | $329.2K | 0.09% | +2,700 | New |
| Hollencrest Capital Management | 2,698 | $328.9K | 0.02% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 2,674 | $326.0K | 0.00% | +334+14.3% | Added |
| Becker Capital Management Inc | 2,617 | $319.1K | 0.01% | +2,617 | New |
| 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 |
| Sandy Spring Bank | 2,595 | $316.4K | 0.01% | 00.0% | Unchanged |
| Camden Capital, LLC | 2,576 | $314.1K | 0.03% | +455+21.5% | Added |
| Arrow Financial Corp | 2,569 | $313.2K | 0.03% | −170−6.2% | Reduced |
| JJJ Advisors Inc. | 2,560 | $312.1K | 0.07% | +1,272+98.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 2,558 | $311.9K | 0.00% | −31,023−92.4% | Reduced |
| Deseret Mutual Benefit Administrators | 2,554 | $311.4K | 0.16% | +246+10.7% | Added |
| Sheets Smith Wealth Management | 2,552 | $311.2K | 0.03% | +45+1.8% | Added |
| Etesian Wealth Advisors, Inc. | 2,526 | $308.0K | 0.18% | −8−0.3% | Reduced |
| Cypress Asset Management Inc | 2,509 | $305.9K | 0.08% | −66−2.6% | Reduced |
| GW Henssler & Associates Ltd | 2,501 | $304.9K | 0.02% | +33+1.3% | Added |
| Insight Folios Inc | 2,487 | $303.2K | 0.12% | −16−0.6% | Reduced |
| Personal Cfo Solutions, LLC | 2,476 | $301.9K | 0.05% | +541+28.0% | Added |
| TL Private Wealth | 2,500 | $299.1K | 0.15% | 00.0% | Unchanged |
| Jump Financial, LLC | 2,436 | $297.0K | 0.01% | −26,529−91.6% | Reduced |
| Jacobi Capital Management LLC | 2,429 | $296.1K | 0.03% | +49+2.1% | Added |
| Newbridge Financial Services Group, Inc. | 2,428 | $296.0K | 0.13% | +2,428 | New |
| Meeder Advisory Services, Inc. | 2,426 | $295.8K | 0.03% | −105−4.1% | Reduced |
| Valeo Financial Advisors, LLC | 2,659 | $295.3K | 0.01% | +72+2.8% | Added |
| Capstone Investment Advisors, LLC | 2,421 | $295.2K | 0.01% | −3,765−60.9% | Reduced |
| Presilium Private Wealth, LLC | 2,412 | $294.1K | 0.08% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 2,408 | $293.6K | 0.01% | −1,297−35.0% | Reduced |
| Lincoln Capital LLC | 2,406 | $293.3K | 0.07% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 2,398 | $292.4K | 0.00% | +420+21.2% | Added |
| Financial Management Network Inc | 2,510 | $291.8K | 0.07% | +10.0% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 2,389 | $291.4K | 0.09% | −235−9.0% | Reduced |
| Miracle Mile Advisors, LLC | 2,389 | $291.3K | 0.01% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 2,386 | $290.9K | 0.08% | −290−10.8% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 2,383 | $290.5K | 0.01% | +2,383 | New |
| Portman Square Capital LLP | 2,377 | $289.8K | 0.07% | −10,336−81.3% | Reduced |
| MTM Investment Management, LLC | 2,377 | $289.7K | 0.12% | −149−5.9% | Reduced |
| Cidel Asset Management Inc | 2,373 | $289.3K | 0.02% | +104+4.6% | Added |
| Blossom Wealth Management | 2,359 | $287.6K | 0.69% | +45+1.9% | Added |
| Soltis Investment Advisors LLC | 2,355 | $287.2K | 0.03% | +21+0.9% | Added |
| Cigna Investments Inc | 2,359 | $287.0K | 0.05% | 00.0% | Unchanged |
| Cooper Financial Group | 2,353 | $286.9K | 0.05% | +50+2.2% | Added |
| Foster & Motley Inc | 2,344 | $286.0K | 0.02% | +2,344 | New |
| Belpointe Asset Management LLC | 2,342 | $285.6K | 0.02% | +38+1.6% | Added |
| Avidian Wealth Solutions, LLC | 2,338 | $285.1K | 0.02% | +22+0.9% | Added |
| Liberty Capital Management, Inc. | 2,329 | $284.0K | 0.07% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 2,326 | $283.6K | 0.00% | −39−1.6% | Reduced |
| Whitener Capital Management, Inc. | 2,320 | $282.9K | 0.09% | +440+23.4% | Added |
| Barnes Pettey Financial Advisors, LLC | 2,300 | $280.4K | 0.24% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 2,294 | $279.7K | 0.16% | −5,209−69.4% | Reduced |
| CAPROCK Group, Inc. | 2,269 | $276.7K | 0.02% | +18+0.8% | Added |
| Imprint Wealth LLC | 2,289 | $275.4K | 0.07% | +26+1.1% | Added |
| Fukoku Mutual Life Insurance Co | 2,258 | $275.3K | 0.02% | 00.0% | Unchanged |
| Columbia Asset Management | 2,545 | $274.0K | 0.06% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 2,230 | $272.0K | 0.05% | +43+2.0% | Added |
| West Coast Financial LLC | 2,230 | $271.9K | 0.03% | +2,230 | New |
| Boston Private Wealth LLC | 2,225 | $271.3K | 0.01% | −653−22.7% | Reduced |
| Affinity Investment Advisors, LLC | 2,174 | $265.1K | 0.19% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 2,165 | $264.0K | 0.08% | 00.0% | Unchanged |
| Archer Investment Corp | 2,157 | $263.0K | 0.08% | +2,157 | New |
| Sittner & Nelson, LLC | 2,153 | $262.5K | 0.13% | +100+4.9% | Added |
| Strategy Asset Managers LLC | 2,143 | $261.3K | 0.06% | +2,143 | New |
| Wendell David Associates Inc | 2,140 | $261.0K | 0.03% | −750−26.0% | Reduced |
| Phoenix Wealth Advisors | 2,138 | $260.7K | 0.16% | −61−2.8% | Reduced |