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 |
|---|---|---|---|---|---|
| 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 |
| Globeflex Capital L P | 96 | $11.1K | 0.00% | +66+220.0% | Added |
| Atticus Wealth Management, LLC | 94 | $10.8K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 93 | $10.7K | 0.01% | +1+1.1% | Added |
| Fortitude Family Office, LLC | 92 | $10.6K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 91 | $10.5K | 0.00% | −200−68.7% | Reduced |
| Ruedi Wealth Management, Inc. | 87 | $10.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| JFS Wealth Advisors, LLC | 76 | $8.76K | 0.00% | −1−1.3% | Reduced |
| First Pacific Financial | 75 | $8.65K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 70 | $8.07K | 0.01% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 70 | $8.07K | 0.00% | +70 | New |
| Highline Wealth Partners LLC | 69 | $7.93K | 0.00% | +4+6.2% | Added |
| Continuum Advisory, LLC | 68 | $7.84K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 58 | $6.74K | 0.00% | +58 | New |
| Scarborough Advisors, LLC | 54 | $6.23K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 50 | $5.77K | 0.00% | +5+11.1% | Added |
| Tucker Asset Management LLC | 49 | $5.68K | 0.00% | +14+40.0% | 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 |
| Abound Wealth Management | 46 | $5.34K | 0.00% | +6+15.0% | Added |
| Prestige Wealth Management Group LLC | 42 | $4.84K | 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 |
| Ancora Advisors, LLC | 39 | $4.50K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 38 | $4.38K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 38 | $4.33K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 37 | $4.27K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 37 | $4.27K | 0.00% | +37 | New |
| Larson Financial Group LLC | 36 | $4.12K | 0.00% | −61−62.9% | Reduced |
| HM Payson & Co | 33 | $3.81K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 29 | $3.34K | 0.00% | +29 | New |
| Financial Management Professionals, Inc. | 27 | $3.00K | 0.00% | +11+68.8% | Added |
| Avion Wealth | 32 | $3.00K | 0.00% | +17+113.3% | Added |
| 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 |
| Winch Advisory Services, LLC | 22 | $2.54K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 22 | $2.54K | 0.00% | −9−29.0% | Reduced |
| Caitlin John, LLC | 21 | $2.44K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 21 | $2.42K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 19 | $2.18K | 0.00% | +1+5.6% | Added |
| 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 |
| Penserra Capital Management LLC | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 17 | $1.96K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 17 | $1.96K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 16 | $1.84K | 0.00% | +5+45.5% | Added |
| DHJJ Financial Advisors, Ltd. | 13 | $1.50K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 12 | $1.38K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 11 | $1.27K | 0.00% | −2−15.4% | Reduced |
| Glass Jacobson Investment Advisors llc | 10 | $1.15K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 10 | $1.15K | 0.00% | +10 | New |
| 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 |
| Coston, McIsaac & Partners | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 8 | $975 | 0.00% | +8 | New |
| Planning Capital Management Corp | 6 | $692 | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 5 | $577 | 0.00% | +5 | New |
| Trust Co | 4 | $461 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 4 | $461 | 0.00% | +3+300.0% | Added |
| Concord Wealth Partners | 3 | $326 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 3 | $310 | 0.00% | +3 | New |
| Quest Partners LLC | 1 | $115 | 0.00% | −1,729−99.9% | Reduced |
| Y.D. More Investments Ltd | 119 | $37 | 0.00% | +119 | New |
| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −155,248−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −151,198−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −60,173−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −51,560−100.0% | Sold out |
| Parcion Private Wealth LLC | 0 | $0 | 0.00% | −36,133−100.0% | Sold out |
| Prosperity Consulting Group, LLC | 0 | $0 | 0.00% | −29,169−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −19,941−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −17,353−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −17,247−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −16,782−100.0% | Sold out |
| Alliance Wealth Advisors, LLC | 0 | $0 | 0.00% | −16,746−100.0% | Sold out |
| Cascade Investment Advisors, Inc. | 0 | $0 | 0.00% | −10,298−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −9,029−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −8,208−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −6,585−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −5,703−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −5,571−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −5,053−100.0% | Sold out |
| Portside Wealth Group, LLC | 0 | $0 | 0.00% | −4,922−100.0% | Sold out |
| Norden Group LLC | 0 | $0 | 0.00% | −3,443−100.0% | Sold out |
| RMB Capital Management, LLC | 0 | $0 | 0.00% | −3,431−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −3,402−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −3,232−100.0% | Sold out |
| Balentine LLC | 0 | $0 | 0.00% | −3,201−100.0% | Sold out |
| L2 Asset Management, LLC | 0 | $0 | 0.00% | −3,081−100.0% | Sold out |
| Financial Advocates Investment Management | 0 | $0 | 0.00% | −2,992−100.0% | Sold out |
| ICW Investment Advisors LLC | 0 | $0 | 0.00% | −2,895−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −2,674−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −2,436−100.0% | Sold out |