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 |
|---|---|---|---|---|---|
| Cidel Asset Management Inc | 2,373 | $273.6K | 0.02% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 2,341 | $269.9K | 0.10% | +419+21.8% | Added |
| Focus Financial Network, Inc. | 2,273 | $268.6K | 0.01% | +2,273 | New |
| Liberty Capital Management, Inc. | 2,329 | $268.6K | 0.06% | 00.0% | Unchanged |
| Cooper Financial Group | 2,325 | $268.0K | 0.04% | −28−1.2% | Reduced |
| 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 |
| Whitener Capital Management, Inc. | 2,320 | $267.6K | 0.08% | 00.0% | Unchanged |
| Barnes Pettey Financial Advisors, LLC | 2,300 | $265.2K | 0.23% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 2,293 | $264.4K | 0.01% | +68+3.1% | Added |
| Buckingham Strategic Partners | 2,284 | $263.5K | 0.01% | +570+33.3% | Added |
| HB Wealth Management, LLC | 2,277 | $262.7K | 0.00% | +402+21.4% | Added |
| Fukoku Mutual Life Insurance Co | 2,258 | $260.4K | 0.02% | 00.0% | Unchanged |
| Essex Savings Bank | 2,247 | $259.1K | 0.07% | +251+12.6% | Added |
| Soltis Investment Advisors LLC | 2,246 | $258.9K | 0.03% | −109−4.6% | Reduced |
| Equitable Holdings, Inc. | 2,231 | $257.3K | 0.00% | −167−7.0% | Reduced |
| West Coast Financial LLC | 2,230 | $257.1K | 0.03% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 2,205 | $254.3K | 0.13% | +67+3.1% | Added |
| Roberts Glore & Co Inc | 2,165 | $249.6K | 0.08% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 2,157 | $248.8K | 0.00% | +2,157 | New |
| Archer Investment Corp | 2,157 | $248.7K | 0.07% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 2,156 | $248.6K | 0.01% | +19+0.9% | Added |
| Cornerstone Wealth Group, LLC | 2,155 | $248.5K | 0.02% | +69+3.3% | Added |
| Sittner & Nelson, LLC | 2,153 | $248.3K | 0.12% | 00.0% | Unchanged |
| Wendell David Associates Inc | 2,140 | $247.0K | 0.03% | 00.0% | Unchanged |
| Peoples Bank | 2,135 | $246.2K | 0.13% | +2,135 | New |
| 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 |
| Cornerstone Wealth Management, LLC | 2,124 | $244.9K | 0.02% | +10.0% | Added |
| Waldron Private Wealth LLC | 2,118 | $244.3K | 0.01% | +2,118 | New |
| LCNB Corp | 2,110 | $243.3K | 0.09% | 00.0% | Unchanged |
| Syon Capital LLC | 2,103 | $242.5K | 0.02% | +56+2.7% | Added |
| Annapolis Financial Services, LLC | 2,085 | $240.4K | 0.08% | +2,085 | New |
| Checchi Capital Advisers, LLC | 2,081 | $240.0K | 0.02% | +40+2.0% | Added |
| Symmetry Partners, LLC | 2,037 | $235.0K | 0.01% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 2,030 | $234.1K | 0.11% | 00.0% | Unchanged |
| Paulson Wealth Management Inc. | 2,028 | $233.8K | 0.07% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 2,074 | $232.4K | 0.05% | −69−3.2% | Reduced |
| Boothbay Fund Management, LLC | 2,002 | $230.9K | 0.01% | +2,002 | New |
| GenTrust, LLC | 2,000 | $230.6K | 0.01% | −87,156−97.8% | Reduced |
| Main Street Group, LTD | 2,020 | $230.0K | 0.10% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 1,976 | $227.9K | 0.02% | +1,976 | New |
| United Advisor Group, LLC | 1,969 | $227.0K | 0.07% | +230+13.2% | Added |
| Weil Company, Inc. | 1,958 | $225.8K | 0.08% | +20+1.0% | Added |
| Moors & Cabot, Inc. | 1,956 | $225.5K | 0.01% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 2,146 | $225.0K | 0.02% | +209+10.8% | Added |
| Mountain Pacific Investment Advisers Inc | 1,950 | $224.9K | 0.02% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 1,946 | $224.4K | 0.08% | +1,946 | New |
| Lewis Asset Management, LLC | 1,946 | $224.4K | 0.17% | +70+3.7% | Added |
| Joel Isaacson & Co., LLC | 1,936 | $223.2K | 0.01% | 00.0% | Unchanged |
| Lane & Associates LLC | 1,911 | $220.3K | 0.13% | −101−5.0% | Reduced |
| IAM Advisory, LLC | 1,885 | $217.4K | 0.06% | −10−0.5% | Reduced |
| PrairieView Partners, LLC | 1,885 | $217.0K | 0.02% | +1,885 | New |
| Edgestream Partners, L.P. | 1,866 | $215.2K | 0.01% | −9,790−84.0% | Reduced |
| Copperwynd Financial, LLC | 1,873 | $213.9K | 0.07% | +36+2.0% | Added |
| Woodstock Corp | 1,855 | $213.9K | 0.02% | −40−2.1% | Reduced |
| Conning Inc. | 1,855 | $213.9K | 0.01% | 00.0% | Unchanged |
| Dearborn Partners LLC | 1,851 | $213.4K | 0.01% | −37,178−95.3% | Reduced |
| Invictus Private Wealth, LLC | 1,849 | $213.2K | 0.02% | −227−10.9% | Reduced |
| Modera Wealth Management, LLC | 1,848 | $213.1K | 0.00% | −55−2.9% | Reduced |
| FineMark National Bank & Trust | 1,820 | $209.9K | 0.01% | −19−1.0% | Reduced |
| Sonora Investment Management Group, LLC | 1,704 | $207.8K | 0.02% | 00.0% | Unchanged |
| 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 |
| Keystone Financial Services | 1,793 | $206.8K | 0.09% | +14+0.8% | Added |
| Mitchell McLeod Pugh & Williams Inc | 1,793 | $206.8K | 0.05% | 00.0% | Unchanged |
| First Affirmative Financial Network | 1,782 | $205.5K | 0.14% | +33+1.9% | Added |
| SC&H Financial Advisors, Inc. | 1,779 | $205.1K | 0.05% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 1,776 | $204.8K | 0.00% | −1,791−50.2% | Reduced |
| Evermay Wealth Management LLC | 1,775 | $204.7K | 0.03% | +750+73.2% | Added |
| Icon Wealth Advisors, LLC | 1,792 | $204.7K | 0.02% | +733+69.2% | Added |
| Ostrum Asset Management | 1,772 | $204.3K | 0.02% | −138−7.2% | Reduced |
| Loudon Investment Management, LLC | 1,770 | $204.1K | 0.12% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 1,767 | $203.7K | 0.01% | +2+0.1% | Added |
| First Commonwealth Financial Corp | 1,743 | $201.0K | 0.05% | +17+1.0% | Added |
| Sachetta, LLC | 1,746 | $196.8K | 0.09% | −96−5.2% | Reduced |
| Harvest Fund Management Co., Ltd | 1,703 | $196.0K | 0.01% | +1,638+2,520.0% | Added |
| Principal Securities, Inc. | 1,658 | $191.2K | 0.01% | −157−8.7% | Reduced |
| Quadrant Capital Group LLC | 1,658 | $191.2K | 0.01% | +88+5.6% | Added |
| Perkins Coie Trust Co | 1,644 | $189.6K | 0.04% | 00.0% | Unchanged |
| Covestor Ltd | 1,621 | $187.0K | 0.12% | +985+154.9% | Added |
| Sunbelt Securities, Inc. | 1,594 | $183.8K | 0.02% | +4+0.3% | Added |
| Pittenger & Anderson Inc | 1,586 | $182.9K | 0.01% | −267−14.4% | Reduced |
| Colonial Trust Co | 1,530 | $176.4K | 0.03% | +10+0.7% | Added |
| Key Financial Inc | 1,474 | $170.0K | 0.04% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 1,458 | $168.1K | 0.09% | +5+0.3% | Added |
| Proequities, Inc. | 1,398 | $161.2K | 0.01% | +1,090+353.9% | Added |
| Massmutual Trust Co FSB | 1,328 | $153.1K | 0.00% | +92+7.4% | Added |
| Spire Wealth Management | 1,268 | $146.2K | 0.01% | −1,712−57.4% | Reduced |
| Abich Financial Wealth Management LLC | 1,198 | $138.1K | 0.09% | +171+16.7% | Added |
| Geneos Wealth Management Inc. | 1,137 | $131.1K | 0.01% | +54+5.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 1,108 | $127.8K | 0.04% | +86+8.4% | Added |
| State of Wyoming | 1,093 | $126.0K | 0.02% | +203+22.8% | Added |
| Harbour Investments, Inc. | 1,086 | $125.2K | 0.00% | −161−12.9% | Reduced |
| Lindbrook Capital, LLC | 1,061 | $122.3K | 0.01% | +9+0.9% | Added |
| Duncker Streett & Co Inc | 1,050 | $121.1K | 0.02% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,030 | $118.8K | 0.03% | +170+19.8% | Added |
| Westpac Banking Corp | 1,000 | $115.3K | 0.01% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 1,000 | $115.3K | 0.02% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 976 | $112.6K | 0.07% | −3,598−78.7% | Reduced |