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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bridgewater Associates, LP | 1,776 | $204.8K | 0.00% | −1,791−50.2% | Reduced |
| SC&H Financial Advisors, Inc. | 1,779 | $205.1K | 0.05% | 00.0% | Unchanged |
| First Affirmative Financial Network | 1,782 | $205.5K | 0.14% | +33+1.9% | Added |
| Mitchell McLeod Pugh & Williams Inc | 1,793 | $206.8K | 0.05% | 00.0% | Unchanged |
| Keystone Financial Services | 1,793 | $206.8K | 0.09% | +14+0.8% | Added |
| Somerville Kurt F | 1,800 | $207.6K | 0.03% | 00.0% | Unchanged |
| Oak Hill Wealth Advisors, LLC | 1,800 | $207.6K | 0.06% | +1,800 | New |
| Sonora Investment Management Group, LLC | 1,704 | $207.8K | 0.02% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 1,820 | $209.9K | 0.01% | −19−1.0% | Reduced |
| Modera Wealth Management, LLC | 1,848 | $213.1K | 0.00% | −55−2.9% | Reduced |
| Invictus Private Wealth, LLC | 1,849 | $213.2K | 0.02% | −227−10.9% | Reduced |
| Dearborn Partners LLC | 1,851 | $213.4K | 0.01% | −37,178−95.3% | Reduced |
| Woodstock Corp | 1,855 | $213.9K | 0.02% | −40−2.1% | Reduced |
| Conning Inc. | 1,855 | $213.9K | 0.01% | 00.0% | Unchanged |
| Copperwynd Financial, LLC | 1,873 | $213.9K | 0.07% | +36+2.0% | Added |
| Edgestream Partners, L.P. | 1,866 | $215.2K | 0.01% | −9,790−84.0% | Reduced |
| PrairieView Partners, LLC | 1,885 | $217.0K | 0.02% | +1,885 | New |
| IAM Advisory, LLC | 1,885 | $217.4K | 0.06% | −10−0.5% | Reduced |
| Lane & Associates LLC | 1,911 | $220.3K | 0.13% | −101−5.0% | Reduced |
| Joel Isaacson & Co., LLC | 1,936 | $223.2K | 0.01% | 00.0% | Unchanged |
| Lewis Asset Management, LLC | 1,946 | $224.4K | 0.17% | +70+3.7% | Added |
| Blueshift Asset Management, LLC | 1,946 | $224.4K | 0.08% | +1,946 | New |
| Mountain Pacific Investment Advisers Inc | 1,950 | $224.9K | 0.02% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 2,146 | $225.0K | 0.02% | +209+10.8% | Added |
| Moors & Cabot, Inc. | 1,956 | $225.5K | 0.01% | 00.0% | Unchanged |
| Weil Company, Inc. | 1,958 | $225.8K | 0.08% | +20+1.0% | Added |
| United Advisor Group, LLC | 1,969 | $227.0K | 0.07% | +230+13.2% | Added |
| Fifth Third Wealth Advisors LLC | 1,976 | $227.9K | 0.02% | +1,976 | New |
| Main Street Group, LTD | 2,020 | $230.0K | 0.10% | 00.0% | Unchanged |
| GenTrust, LLC | 2,000 | $230.6K | 0.01% | −87,156−97.8% | Reduced |
| Boothbay Fund Management, LLC | 2,002 | $230.9K | 0.01% | +2,002 | New |
| Strategy Asset Managers LLC | 2,074 | $232.4K | 0.05% | −69−3.2% | Reduced |
| Paulson Wealth Management Inc. | 2,028 | $233.8K | 0.07% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 2,030 | $234.1K | 0.11% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 2,037 | $235.0K | 0.01% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 2,081 | $240.0K | 0.02% | +40+2.0% | Added |
| Annapolis Financial Services, LLC | 2,085 | $240.4K | 0.08% | +2,085 | New |
| Syon Capital LLC | 2,103 | $242.5K | 0.02% | +56+2.7% | Added |
| LCNB Corp | 2,110 | $243.3K | 0.09% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 2,118 | $244.3K | 0.01% | +2,118 | New |
| Cornerstone Wealth Management, LLC | 2,124 | $244.9K | 0.02% | +10.0% | Added |
| Peapack Gladstone Financial Corp | 2,133 | $246.0K | 0.00% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 2,135 | $246.0K | 0.08% | 00.0% | Unchanged |
| Peoples Bank | 2,135 | $246.2K | 0.13% | +2,135 | New |
| Wendell David Associates Inc | 2,140 | $247.0K | 0.03% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 2,153 | $248.3K | 0.12% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 2,155 | $248.5K | 0.02% | +69+3.3% | Added |
| Ameritas Advisory Services, LLC | 2,156 | $248.6K | 0.01% | +19+0.9% | Added |
| Archer Investment Corp | 2,157 | $248.7K | 0.07% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 2,157 | $248.8K | 0.00% | +2,157 | New |
| Roberts Glore & Co Inc | 2,165 | $249.6K | 0.08% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 2,205 | $254.3K | 0.13% | +67+3.1% | Added |
| West Coast Financial LLC | 2,230 | $257.1K | 0.03% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 2,231 | $257.3K | 0.00% | −167−7.0% | Reduced |
| Soltis Investment Advisors LLC | 2,246 | $258.9K | 0.03% | −109−4.6% | Reduced |
| Essex Savings Bank | 2,247 | $259.1K | 0.07% | +251+12.6% | Added |
| Fukoku Mutual Life Insurance Co | 2,258 | $260.4K | 0.02% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 2,277 | $262.7K | 0.00% | +402+21.4% | Added |
| Buckingham Strategic Partners | 2,284 | $263.5K | 0.01% | +570+33.3% | Added |
| Boston Private Wealth LLC | 2,293 | $264.4K | 0.01% | +68+3.1% | Added |
| Barnes Pettey Financial Advisors, LLC | 2,300 | $265.2K | 0.23% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 2,320 | $267.6K | 0.08% | 00.0% | Unchanged |
| Cigna Investments Inc | 2,319 | $268.0K | 0.05% | −40−1.7% | Reduced |
| Jackson Creek Investment Advisors LLC | 2,327 | $268.0K | 0.10% | +2,327 | New |
| Cooper Financial Group | 2,325 | $268.0K | 0.04% | −28−1.2% | Reduced |
| Liberty Capital Management, Inc. | 2,329 | $268.6K | 0.06% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 2,273 | $268.6K | 0.01% | +2,273 | New |
| Bill Few Associates, Inc. | 2,341 | $269.9K | 0.10% | +419+21.8% | Added |
| Cidel Asset Management Inc | 2,373 | $273.6K | 0.02% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 2,377 | $274.1K | 0.00% | +51+2.2% | Added |
| Blossom Wealth Management | 2,388 | $275.3K | 0.60% | +29+1.2% | Added |
| Miracle Mile Advisors, LLC | 2,389 | $275.5K | 0.01% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 2,390 | $275.6K | 0.01% | +52+2.2% | Added |
| Revisor Wealth Management LLC | 2,392 | $275.8K | 0.19% | −1,774−42.6% | Reduced |
| Lincoln Capital LLC | 2,406 | $277.4K | 0.06% | 00.0% | Unchanged |
| Presilium Private Wealth, LLC | 2,412 | $278.1K | 0.07% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,429 | $280.0K | 0.10% | +10.0% | Added |
| GW Henssler & Associates Ltd | 2,438 | $281.1K | 0.02% | −63−2.5% | Reduced |
| MTM Investment Management, LLC | 2,453 | $282.8K | 0.12% | +76+3.2% | Added |
| USA Financial Portformulas Corp | 2,457 | $283.3K | 0.05% | −347−12.4% | Reduced |
| National Asset Management, Inc. | 2,477 | $285.6K | 0.01% | −1,481−37.4% | Reduced |
| Financial Management Network Inc | 2,511 | $288.2K | 0.07% | +10.0% | Added |
| Cypress Asset Management Inc | 2,509 | $289.3K | 0.07% | 00.0% | Unchanged |
| Arrow Financial Corp | 2,514 | $289.9K | 0.03% | −55−2.1% | Reduced |
| Insight Folios Inc | 2,522 | $290.9K | 0.12% | +35+1.4% | Added |
| Etesian Wealth Advisors, Inc. | 2,526 | $291.3K | 0.16% | 00.0% | Unchanged |
| Guinness Asset Management LTD | 2,532 | $292.0K | 0.01% | −212−7.7% | Reduced |
| Personal Cfo Solutions, LLC | 2,538 | $292.7K | 0.04% | +62+2.5% | Added |
| Meeder Asset Management Inc | 2,558 | $295.0K | 0.02% | +2,469+2,774.2% | Added |
| Nwam LLC | 2,563 | $295.5K | 0.09% | +2,563 | New |
| Jacobi Capital Management LLC | 2,565 | $295.7K | 0.03% | +136+5.6% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,583 | $297.8K | 0.00% | +1,356+110.5% | Added |
| Integrated Advisors Network LLC | 2,584 | $298.0K | 0.02% | −479−15.6% | Reduced |
| Darwin Advisors, LLC | 2,603 | $300.2K | 0.15% | +217+9.1% | Added |
| Camden Capital, LLC | 2,607 | $300.6K | 0.02% | +31+1.2% | Added |
| Trust Asset Management LLC | 2,607 | $300.6K | 0.03% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 2,609 | $300.8K | 0.23% | +435+20.0% | Added |
| TL Private Wealth | 2,500 | $301.9K | 0.14% | 00.0% | Unchanged |
| Becker Capital Management Inc | 2,620 | $302.1K | 0.01% | +3+0.1% | Added |
| We Are One Seven, LLC | 2,627 | $303.0K | 0.01% | +2,627 | New |