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 |
|---|---|---|---|---|---|
| Radnor Capital Management, LLC | 2,135 | $260.0K | 0.04% | −255−10.7% | Reduced |
| Peapack Gladstone Financial Corp | 2,133 | $260.0K | 0.00% | +13+0.6% | Added |
| Cornerstone Wealth Management, LLC | 2,123 | $258.8K | 0.02% | +10.0% | Added |
| LCNB Corp | 2,110 | $257.3K | 0.09% | −3,979−65.3% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 2,092 | $255.1K | 0.01% | +2,092 | New |
| Cornerstone Wealth Group, LLC | 2,086 | $254.3K | 0.02% | +2,086 | New |
| Baker Tilly Wealth Management, LLC | 2,084 | $254.1K | 0.05% | −429−17.1% | Reduced |
| Invictus Private Wealth, LLC | 2,076 | $253.1K | 0.02% | −216−9.4% | Reduced |
| Syon Capital LLC | 2,047 | $249.6K | 0.02% | +109+5.6% | Added |
| Checchi Capital Advisers, LLC | 2,041 | $248.9K | 0.02% | +2,041 | New |
| Symmetry Partners, LLC | 2,037 | $248.0K | 0.02% | +2,037 | New |
| Paulson Wealth Management Inc. | 2,028 | $247.3K | 0.07% | +95+4.9% | Added |
| Summit Financial, LLC | 2,016 | $245.8K | 0.01% | −43−2.1% | Reduced |
| Lane & Associates LLC | 2,012 | $245.4K | 0.15% | +108+5.7% | Added |
| Main Street Group, LTD | 2,020 | $243.0K | 0.11% | 00.0% | Unchanged |
| WCM Investment Management, LLC | 1,988 | $242.4K | 0.00% | +129+6.9% | Added |
| Prelude Capital Management, LLC | 1,973 | $240.5K | 0.02% | +1,973 | New |
| Ameritas Advisory Services, LLC | 2,137 | $239.0K | 0.01% | +2,137 | New |
| Moors & Cabot, Inc. | 1,956 | $238.5K | 0.01% | −1,073−35.4% | Reduced |
| Mountain Pacific Investment Advisers Inc | 1,950 | $237.7K | 0.01% | +1,950 | New |
| Weil Company, Inc. | 1,938 | $236.3K | 0.09% | +20+1.0% | Added |
| Essex Financial Services, Inc. | 1,937 | $236.2K | 0.02% | +47+2.5% | Added |
| Joel Isaacson & Co., LLC | 1,936 | $236.0K | 0.01% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 1,922 | $234.3K | 0.10% | +1,922 | New |
| Wealth Management Associates, Inc. | 2,030 | $234.1K | 0.11% | −560−21.6% | Reduced |
| Ostrum Asset Management | 1,910 | $232.9K | 0.02% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 1,909 | $232.7K | 0.03% | −75−3.8% | Reduced |
| Modera Wealth Management, LLC | 1,903 | $232.0K | 0.00% | +1,903 | New |
| IAM Advisory, LLC | 1,895 | $231.1K | 0.06% | +1,895 | New |
| Woodstock Corp | 1,895 | $231.0K | 0.02% | 00.0% | Unchanged |
| Lewis Asset Management, LLC | 1,876 | $228.8K | 0.19% | +1,876 | New |
| HB Wealth Management, LLC | 1,875 | $228.7K | 0.00% | −95−4.8% | Reduced |
| Bridges Investment Management Inc | 1,866 | $227.5K | 0.01% | −400−17.7% | Reduced |
| Conning Inc. | 1,855 | $226.2K | 0.01% | +1,855 | New |
| Pittenger & Anderson Inc | 1,853 | $225.9K | 0.01% | −6,206−77.0% | Reduced |
| FineMark National Bank & Trust | 1,839 | $224.2K | 0.01% | −210−10.2% | Reduced |
| Copperwynd Financial, LLC | 1,837 | $224.0K | 0.08% | −167−8.3% | Reduced |
| Central Valley Advisors, LLC | 1,833 | $223.5K | 0.12% | +1,833 | New |
| Principal Securities, Inc. | 1,815 | $221.3K | 0.01% | +1,326+271.2% | Added |
| Somerville Kurt F | 1,800 | $219.5K | 0.04% | +1,800 | New |
| Mitchell McLeod Pugh & Williams Inc | 1,793 | $218.6K | 0.05% | +1,793 | New |
| GAMMA Investing LLC | 1,791 | $218.4K | 0.04% | +509+39.7% | Added |
| Abel Hall, LLC | 1,783 | $217.4K | 0.16% | +1,783 | New |
| Ambassador Advisors, LLC | 1,780 | $217.1K | 0.04% | +1,780 | New |
| Keystone Financial Services | 1,779 | $216.9K | 0.09% | +1,779 | New |
| SC&H Financial Advisors, Inc. | 1,779 | $216.9K | 0.06% | +1,779 | New |
| Independent Solutions Wealth Management, LLC | 1,772 | $216.0K | 0.05% | +1,772 | New |
| Loudon Investment Management, LLC | 1,770 | $215.8K | 0.12% | −17,734−90.9% | Reduced |
| Vista Wealth Management Group, LLC | 1,765 | $215.1K | 0.02% | +1,765 | New |
| Essex Savings Bank | 1,996 | $214.9K | 0.06% | 00.0% | Unchanged |
| First Affirmative Financial Network | 1,749 | $213.3K | 0.16% | +1,749 | New |
| United Advisor Group, LLC | 1,739 | $212.0K | 0.08% | +1,739 | New |
| FourThought Financial Partners, LLC | 1,737 | $211.7K | 0.02% | −134−7.2% | Reduced |
| Horan Securities, Inc. | 1,731 | $211.1K | 0.10% | +1,731 | New |
| Quest Partners LLC | 1,730 | $210.9K | 0.04% | −6,883−79.9% | Reduced |
| First Commonwealth Financial Corp | 1,726 | $210.4K | 0.06% | −147−7.8% | Reduced |
| Smith Shellnut Wilson LLC | 1,719 | $209.6K | 0.11% | +1,719 | New |
| Buckingham Strategic Partners | 1,714 | $209.1K | 0.01% | +1,714 | New |
| Sonora Investment Management Group, LLC | 1,704 | $207.8K | 0.02% | +1,704 | New |
| Stewart & Patten Co LLC | 1,700 | $207.3K | 0.03% | +1,700 | New |
| Baker Ellis Asset Management LLC | 1,700 | $207.3K | 0.03% | +1,700 | New |
| Wrapmanager Inc | 1,696 | $206.8K | 0.06% | +1,696 | New |
| Welch & Forbes LLC | 1,695 | $206.7K | 0.00% | +1,695 | New |
| Symphony Financial, Ltd. Co. | 1,693 | $206.4K | 0.05% | −5,480−76.4% | Reduced |
| Matisse Capital | 1,690 | $206.0K | 0.10% | +1,690 | New |
| Hoxton Planning & Management, LLC | 1,672 | $203.8K | 0.10% | +1,672 | New |
| BSW Wealth Partners | 1,662 | $202.6K | 0.03% | +1,662 | New |
| Ellis Investment Partners, LLC | 1,660 | $202.4K | 0.04% | +1,660 | New |
| Ballentine Partners, LLC | 1,658 | $202.1K | 0.00% | −347−17.3% | Reduced |
| Clarius Group, LLC | 1,658 | $202.1K | 0.01% | +1,658 | New |
| Adviser Investments LLC | 1,657 | $202.0K | 0.00% | +1,657 | New |
| Perkins Coie Trust Co | 1,644 | $200.4K | 0.05% | 00.0% | Unchanged |
| Sachetta, LLC | 1,842 | $198.4K | 0.09% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,590 | $193.8K | 0.02% | −54−3.3% | Reduced |
| Quadrant Capital Group LLC | 1,570 | $191.4K | 0.02% | −249−13.7% | Reduced |
| Colonial Trust Co | 1,520 | $185.3K | 0.03% | 00.0% | Unchanged |
| Key Financial Inc | 1,474 | $179.7K | 0.05% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 1,453 | $177.2K | 0.10% | −30−2.0% | Reduced |
| Creative Financial Designs Inc | 1,387 | $169.1K | 0.02% | +1,154+495.3% | Added |
| Qube Research & Technologies Ltd | 1,379 | $168.1K | 0.00% | −882,777−99.8% | Reduced |
| Clearstead Advisors, LLC | 1,432 | $161.3K | 0.01% | −33−2.3% | Reduced |
| Emerald Advisers, LLC | 1,322 | $161.2K | 0.01% | −1,687−56.1% | Reduced |
| Jones Financial Companies LLLP | 1,295 | $157.9K | 0.00% | +1,146+769.1% | Added |
| Harbour Investments, Inc. | 1,247 | $152.0K | 0.01% | −488−28.1% | Reduced |
| Massmutual Trust Co FSB | 1,236 | $150.7K | 0.00% | +86+7.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,227 | $149.6K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,083 | $132.0K | 0.01% | −25−2.3% | Reduced |
| Icon Wealth Advisors, LLC | 1,059 | $129.1K | 0.01% | +1,059 | New |
| Lindbrook Capital, LLC | 1,052 | $128.3K | 0.01% | +42+4.2% | Added |
| Duncker Streett & Co Inc | 1,050 | $128.0K | 0.03% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 1,027 | $125.2K | 0.10% | +333+48.0% | Added |
| Evermay Wealth Management LLC | 1,025 | $125.0K | 0.02% | −3−0.3% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 1,022 | $124.6K | 0.04% | +2+0.2% | Added |
| Thompson Investment Management, Inc. | 1,000 | $121.9K | 0.02% | 00.0% | Unchanged |
| Westpac Banking Corp | 1,000 | $121.9K | 0.01% | +112+12.6% | Added |
| Ci Investments Inc. | 987 | $120.0K | 0.00% | +371+60.2% | Added |
| Central Bank & Trust Co | 925 | $112.8K | 0.02% | −103−10.0% | Reduced |
| CNB Bank | 910 | $110.9K | 0.05% | +58+6.8% | Added |
| State of Wyoming | 890 | $108.5K | 0.02% | −378−29.8% | Reduced |
| North Star Investment Management Corp. | 862 | $105.1K | 0.01% | −240−21.8% | Reduced |