Price T Rowe Group Inc

TROW

Exchange: Nasdaq
Industry: Investment Advice
SEC CIK: 0001113169

SEC filings (opens in a new tab)

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, Q2 2024

Institutional positions in Price T Rowe Group Inc as of Jun 30, 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: 1,070; +28 vs. Q1 2024
Shares held: 162.8M; −1.09M (−0.7%) vs. Q1 2024
Total value: $18.8B; −$1.19B (−6.0%) vs. Q1 2024
New holders: 92; 425 more added
Sold out: 64; 370 more reduced

13 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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.

Institutional holdersQ2 2024: 1,070 institutions

Value heldQ2 2024: $18.8B

Institutions holding TROW and their total value by quarter
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, Q2 2024

Shares, value and share of portfolio for each institution holding Price T Rowe Group Inc; share changes are against Q1 2024.

Institutions holding TROW in Q2 2024
Institution	Shares	Value	% of portfolio	Change in shares	Action
Dogwood Wealth Management LLC	0	$3	0.00%	0	Unchanged
Y.D. More Investments Ltd	119	$37	0.00%	+119	New
Quest Partners LLC	1	$115	0.00%	−1,729−99.9%	Reduced
Cornerstone Planning Group LLC	3	$310	0.00%	+3	New
Concord Wealth Partners	3	$326	0.00%	00.0%	Unchanged
Trust Co	4	$461	0.00%	00.0%	Unchanged
WestEnd Advisors, LLC	4	$461	0.00%	+3+300.0%	Added
Financial Network Wealth Advisors LLC	5	$577	0.00%	+5	New
Planning Capital Management Corp	6	$692	0.00%	00.0%	Unchanged
Unique Wealth Strategies, LLC	8	$975	0.00%	+8	New
Coston, McIsaac & Partners	17	$1.00K	0.00%	00.0%	Unchanged
AdvisorNet Financial, Inc	9	$1.04K	0.00%	−15−62.5%	Reduced
West Paces Advisors Inc.	9	$1.04K	0.00%	00.0%	Unchanged
Fairway Wealth LLC	9	$1.04K	0.00%	+9	New
Pacific Capital Wealth Advisors, Inc	10	$1.15K	0.00%	+10	New
Glass Jacobson Investment Advisors llc	10	$1.15K	0.00%	00.0%	Unchanged
RFP Financial Group LLC	11	$1.27K	0.00%	−2−15.4%	Reduced
Aspire Private Capital, LLC	12	$1.38K	0.00%	00.0%	Unchanged
DHJJ Financial Advisors, Ltd.	13	$1.50K	0.00%	00.0%	Unchanged
WR Wealth Planners, LLC	16	$1.84K	0.00%	+5+45.5%	Added
Northwest Capital Management Inc	17	$1.96K	0.00%	00.0%	Unchanged
Acima Private Wealth, LLC	17	$1.96K	0.00%	00.0%	Unchanged
Penserra Capital Management LLC	18	$2.00K	0.00%	00.0%	Unchanged
Rakuten Securities, Inc.	18	$2.08K	0.00%	−32−64.0%	Reduced
Valued Wealth Advisors LLC	18	$2.08K	0.00%	+8+80.0%	Added
Dunhill Financial, LLC	19	$2.18K	0.00%	+1+5.6%	Added
Core Alternative Capital	21	$2.42K	0.00%	00.0%	Unchanged
Caitlin John, LLC	21	$2.44K	0.00%	00.0%	Unchanged
Gradient Investments LLC	22	$2.54K	0.00%	−9−29.0%	Reduced
Winch Advisory Services, LLC	22	$2.54K	0.00%	00.0%	Unchanged
SJS Investment Consulting Inc.	23	$2.65K	0.00%	00.0%	Unchanged
DiNuzzo Private Wealth, Inc.	23	$2.65K	0.00%	+3+15.0%	Added
Financial Management Professionals, Inc.	27	$3.00K	0.00%	+11+68.8%	Added
Avion Wealth	32	$3.00K	0.00%	+17+113.3%	Added
Triad Wealth Partners, LLC	29	$3.34K	0.00%	+29	New
HM Payson & Co	33	$3.81K	0.00%	00.0%	Unchanged
Larson Financial Group LLC	36	$4.12K	0.00%	−61−62.9%	Reduced
Raffa Wealth Management, LLC	37	$4.27K	0.00%	00.0%	Unchanged
Institutional & Family Asset Management, LLC	37	$4.27K	0.00%	+37	New
Cherry Tree Wealth Management, LLC	38	$4.33K	0.00%	00.0%	Unchanged
Sugarloaf Wealth Management, LLC	38	$4.38K	0.00%	00.0%	Unchanged
Ancora Advisors, LLC	39	$4.50K	0.00%	00.0%	Unchanged
Motco	40	$4.61K	0.00%	00.0%	Unchanged
Red Tortoise LLC	40	$4.61K	0.00%	00.0%	Unchanged
Prestige Wealth Management Group LLC	42	$4.84K	0.00%	00.0%	Unchanged
Abound Wealth Management	46	$5.34K	0.00%	+6+15.0%	Added
Mark Sheptoff Financial Planning, LLC	48	$5.54K	0.00%	00.0%	Unchanged
Stone House Investment Management, LLC	48	$5.54K	0.00%	+48	New
Tucker Asset Management LLC	49	$5.68K	0.00%	+14+40.0%	Added
Raleigh Capital Management Inc.	50	$5.77K	0.00%	+5+11.1%	Added
Scarborough Advisors, LLC	54	$6.23K	0.00%	00.0%	Unchanged
Fairfield Financial Advisors, LTD	58	$6.74K	0.00%	+58	New
Continuum Advisory, LLC	68	$7.84K	0.00%	00.0%	Unchanged
Highline Wealth Partners LLC	69	$7.93K	0.00%	+4+6.2%	Added
Costello Asset Management, INC	70	$8.07K	0.01%	00.0%	Unchanged
Opal Wealth Advisors, LLC	70	$8.07K	0.00%	+70	New
First Pacific Financial	75	$8.65K	0.00%	00.0%	Unchanged
JFS Wealth Advisors, LLC	76	$8.76K	0.00%	−1−1.3%	Reduced
JNBA Financial Advisors	77	$8.88K	0.00%	−23−23.0%	Reduced
Zions Bancorporation, N.A.	77	$8.88K	0.00%	+22+40.0%	Added
Ruedi Wealth Management, Inc.	87	$10.0K	0.00%	00.0%	Unchanged
Webster Bank, N. A.	91	$10.5K	0.00%	−200−68.7%	Reduced
Fortitude Family Office, LLC	92	$10.6K	0.01%	00.0%	Unchanged
Guardian Wealth Management, Inc.	93	$10.7K	0.01%	+1+1.1%	Added
Atticus Wealth Management, LLC	94	$10.8K	0.00%	00.0%	Unchanged
Globeflex Capital L P	96	$11.1K	0.00%	+66+220.0%	Added
Baldwin Brothers Inc	100	$11.5K	0.00%	−300−75.0%	Reduced
Eukles Asset Management	100	$11.5K	0.00%	00.0%	Unchanged
Mascoma Wealth Management LLC	100	$11.5K	0.00%	00.0%	Unchanged
Bruce G. Allen Investments, LLC	107	$12.3K	0.01%	00.0%	Unchanged
Farmers & Merchants Trust Co of Chambersburg PA	112	$13.0K	0.01%	00.0%	Unchanged
Sound Income Strategies, LLC	117	$13.5K	0.00%	00.0%	Unchanged
Iron Horse Wealth Management, LLC	121	$14.0K	0.01%	00.0%	Unchanged
Bell Investment Advisors, Inc	131	$15.1K	0.00%	−6−4.4%	Reduced
Aspect Partners, LLC	131	$15.1K	0.01%	00.0%	Unchanged
Goodman Advisory Group, LLC	135	$15.6K	0.00%	+135	New
Caldwell Sutter Capital, Inc.	136	$15.7K	0.01%	−125−47.9%	Reduced
Federated Hermes, Inc.	136	$15.7K	0.00%	−39−22.3%	Reduced
Capital Advisors, Ltd. LLC	145	$17.0K	0.00%	+4+2.8%	Added
Barrett & Company, Inc.	150	$17.3K	0.01%	00.0%	Unchanged
Hilltop National Bank	150	$17.3K	0.01%	00.0%	Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA	150	$17.3K	0.01%	00.0%	Unchanged
Accordant Advisory Group Inc	150	$17.3K	0.02%	+150	New
Ransom Advisory, Ltd	150	$17.3K	0.01%	+150	New
Private Wealth Management Group, LLC	160	$18.4K	0.01%	+54+50.9%	Added
McIlrath & Eck, LLC	163	$18.8K	0.00%	00.0%	Unchanged
Montag A & Associates Inc	165	$19.0K	0.00%	00.0%	Unchanged
Rise Advisors, LLC	171	$19.7K	0.01%	+2+1.2%	Added
CoreCap Advisors, LLC	175	$20.2K	0.00%	−2−1.1%	Reduced
Loring Wolcott & Coolidge Fiduciary Advisors LLP	180	$21.7K	0.00%	00.0%	Unchanged
FinTrust Capital Advisors, LLC	189	$21.8K	0.00%	+30+18.9%	Added
Salomon & Ludwin, LLC	190	$21.9K	0.00%	−56−22.8%	Reduced
Hexagon Capital Partners LLC	190	$21.9K	0.00%	+4+2.2%	Added
VisionPoint Advisory Group, LLC	196	$22.6K	0.01%	−61−23.7%	Reduced
Monetary Management Group Inc	200	$23.1K	0.01%	00.0%	Unchanged
Financial Freedom, LLC	200	$23.1K	0.01%	00.0%	Unchanged
Union Savings Bank	200	$23.1K	0.01%	00.0%	Unchanged
Advantage Trust Co	205	$23.6K	0.02%	00.0%	Unchanged
Bank & Trust Co	206	$23.8K	0.02%	+206	New
Private Ocean, LLC	233	$26.9K	0.00%	00.0%	Unchanged