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, Q3 2024

Institutional positions in Price T Rowe Group Inc as of Sep 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: 1,055; +1 vs. Q2 2024
Shares held: 166.6M; +23.8M (+16.7%) vs. Q2 2024
Total value: $18.0B; +$1.56B (+9.5%) vs. Q2 2024
New holders: 94; 402 more added
Sold out: 93; 389 more reduced

16 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2024: 1,055 institutions

Value heldQ3 2024: $18.0B

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, Q3 2024

Shares, value and share of portfolio for each institution holding Price T Rowe Group Inc; share changes are against Q2 2024.

Institutions holding TROW in Q3 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	125	$37	0.00%	+6+5.0%	Added
West Branch Capital LLC	1	$109	0.00%	+1	New
Concord Wealth Partners	2	$218	0.00%	−1−33.3%	Reduced
AdvisorNet Financial, Inc	4	$436	0.00%	−5−55.6%	Reduced
WestEnd Advisors, LLC	4	$436	0.00%	00.0%	Unchanged
Trust Co	4	$436	0.00%	00.0%	Unchanged
Reston Wealth Management LLC	4	$436	0.00%	+4	New
Oakworth Capital, Inc.	5	$545	0.00%	+5	New
Cornerstone Planning Group LLC	6	$674	0.00%	+3+100.0%	Added
Claris Advisors, LLC	8	$871	0.00%	+8	New
West Paces Advisors Inc.	9	$980	0.00%	00.0%	Unchanged
Penserra Capital Management LLC	18	$1.00K	0.00%	00.0%	Unchanged
Coston, McIsaac & Partners	17	$1.00K	0.00%	00.0%	Unchanged
Glass Jacobson Investment Advisors llc	10	$1.09K	0.00%	00.0%	Unchanged
Aspire Private Capital, LLC	12	$1.31K	0.00%	00.0%	Unchanged
Peterson Financial Group, Inc.	13	$1.41K	0.01%	+13	New
DHJJ Financial Advisors, Ltd.	13	$1.42K	0.00%	00.0%	Unchanged
Northwest Capital Management Inc	17	$1.85K	0.00%	00.0%	Unchanged
Acima Private Wealth, LLC	17	$1.85K	0.00%	00.0%	Unchanged
WR Wealth Planners, LLC	18	$1.96K	0.00%	+2+12.5%	Added
Cape Investment Advisory, Inc.	18	$1.96K	0.00%	+18	New
Avion Wealth	20	$2.00K	0.00%	−12−37.5%	Reduced
Voisard Asset Management Group, Inc.	19	$2.07K	0.00%	+19	New
Dunhill Financial, LLC	19	$2.10K	0.00%	00.0%	Unchanged
Core Alternative Capital	21	$2.29K	0.00%	00.0%	Unchanged
Grove Bank & Trust	21	$2.29K	0.00%	+21	New
Winch Advisory Services, LLC	22	$2.43K	0.00%	00.0%	Unchanged
Caitlin John, LLC	21	$2.54K	0.00%	00.0%	Unchanged
Bogart Wealth, LLC	24	$2.61K	0.00%	−32,381−99.9%	Reduced
SJS Investment Consulting Inc.	24	$2.62K	0.00%	+1+4.3%	Added
DiNuzzo Private Wealth, Inc.	24	$2.62K	0.00%	+1+4.3%	Added
Valued Wealth Advisors LLC	26	$2.83K	0.00%	+8+44.4%	Added
Abound Wealth Management	27	$2.95K	0.00%	−19−41.3%	Reduced
Jaffetilchin Investment Partners, LLC	33	$3.61K	0.00%	+33	New
McIlrath & Eck, LLC	34	$3.70K	0.00%	−129−79.1%	Reduced
Raleigh Capital Management Inc.	35	$3.81K	0.00%	−15−30.0%	Reduced
Altshuler Shaham Ltd	36	$3.92K	0.00%	+36	New
Raffa Wealth Management, LLC	37	$4.03K	0.00%	00.0%	Unchanged
Cherry Tree Wealth Management, LLC	38	$4.08K	0.00%	00.0%	Unchanged
Sugarloaf Wealth Management, LLC	38	$4.14K	0.00%	00.0%	Unchanged
Ancora Advisors, LLC	39	$4.25K	0.00%	00.0%	Unchanged
Bruce G. Allen Investments, LLC	40	$4.36K	0.00%	−67−62.6%	Reduced
Motco	40	$4.36K	0.00%	00.0%	Unchanged
Red Tortoise LLC	40	$4.36K	0.00%	00.0%	Unchanged
Goodman Advisory Group, LLC	41	$4.47K	0.00%	−94−69.6%	Reduced
Prestige Wealth Management Group LLC	42	$4.58K	0.00%	00.0%	Unchanged
Sound Income Strategies, LLC	44	$4.79K	0.00%	−73−62.4%	Reduced
Mark Sheptoff Financial Planning, LLC	48	$5.23K	0.00%	00.0%	Unchanged
Stone House Investment Management, LLC	48	$5.23K	0.00%	00.0%	Unchanged
Tucker Asset Management LLC	49	$5.37K	0.00%	00.0%	Unchanged
Zions Bancorporation, N.A.	55	$5.99K	0.00%	−22−28.6%	Reduced
Simplex Trading, LLC	58	$6.00K	0.00%	−34,278−99.8%	Reduced
Fairfield Financial Advisors, LTD	59	$6.40K	0.00%	+1+1.7%	Added
Legacy Investment Solutions, LLC	55	$6.52K	0.00%	+55	New
Legacy Wealth Managment, LLC	55	$6.52K	0.00%	+55	New
Harvest Fund Management Co., Ltd	63	$7.00K	0.00%	−1,640−96.3%	Reduced
Kennebec Savings Bank	67	$7.30K	0.01%	+67	New
Costello Asset Management, INC	70	$7.63K	0.01%	00.0%	Unchanged
Highline Wealth Partners LLC	71	$7.75K	0.00%	+2+2.9%	Added
First Pacific Financial	75	$8.17K	0.00%	00.0%	Unchanged
JNBA Financial Advisors	77	$8.39K	0.00%	00.0%	Unchanged
Ruedi Wealth Management, Inc.	87	$9.48K	0.00%	00.0%	Unchanged
Hallmark Capital Management Inc	89	$9.69K	0.00%	−21,463−99.6%	Reduced
Atticus Wealth Management, LLC	90	$9.80K	0.00%	−4−4.3%	Reduced
Webster Bank, N. A.	91	$9.91K	0.00%	00.0%	Unchanged
Northwest Financial Advisors	92	$9.98K	0.01%	+92	New
Harbor Capital Advisors, Inc.	96	$10.0K	0.00%	+96	New
Fortitude Family Office, LLC	92	$10.0K	0.00%	00.0%	Unchanged
Guardian Wealth Management, Inc.	94	$10.2K	0.01%	+1+1.1%	Added
Continuum Advisory, LLC	87	$10.4K	0.00%	+19+27.9%	Added
Globeflex Capital L P	96	$10.5K	0.00%	00.0%	Unchanged
Baldwin Brothers Inc	100	$10.9K	0.00%	00.0%	Unchanged
Eukles Asset Management	100	$10.9K	0.00%	00.0%	Unchanged
Mascoma Wealth Management LLC	100	$10.9K	0.00%	00.0%	Unchanged
Chilton Capital Management LLC	110	$12.0K	0.00%	+110	New
Farmers & Merchants Trust Co of Chambersburg PA	112	$12.0K	0.00%	00.0%	Unchanged
Caldwell Sutter Capital, Inc.	118	$12.9K	0.01%	−18−13.2%	Reduced
Bell Investment Advisors, Inc	132	$14.4K	0.00%	+1+0.8%	Added
Private Wealth Management Group, LLC	134	$14.6K	0.01%	−26−16.3%	Reduced
Aspect Partners, LLC	135	$14.7K	0.01%	+4+3.1%	Added
Future Financial Wealth Managment LLC	135	$14.7K	0.01%	+135	New
Capital Advisors, Ltd. LLC	136	$15.0K	0.00%	−9−6.2%	Reduced
Addison Advisors LLC	138	$15.0K	0.00%	−371−72.9%	Reduced
Accordant Advisory Group Inc	150	$16.3K	0.01%	00.0%	Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA	150	$16.3K	0.01%	00.0%	Unchanged
Atlantic Private Wealth, LLC	150	$16.3K	0.01%	+150	New
Barrett & Company, Inc.	150	$16.3K	0.01%	00.0%	Unchanged
Ransom Advisory, Ltd	150	$16.3K	0.01%	00.0%	Unchanged
Oarsman Capital, Inc.	150	$16.3K	0.00%	+150	New
Versant Capital Management, Inc	154	$16.8K	0.00%	−173−52.9%	Reduced
Hilltop National Bank	155	$16.9K	0.01%	+5+3.3%	Added
Montag A & Associates Inc	165	$18.0K	0.00%	00.0%	Unchanged
Rise Advisors, LLC	172	$18.8K	0.01%	+1+0.6%	Added
Operose Advisors LLC	180	$19.6K	0.01%	+180	New
Loring Wolcott & Coolidge Fiduciary Advisors LLP	180	$20.2K	0.00%	00.0%	Unchanged
Asset Dedication, LLC	186	$20.3K	0.00%	−107−36.5%	Reduced
First United Bank Trust	187	$20.4K	0.01%	−77−29.2%	Reduced
FinTrust Capital Advisors, LLC	189	$20.6K	0.00%	00.0%	Unchanged
Ashton Thomas Securities, LLC	191	$20.8K	0.00%	+191	New