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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Pittenger & Anderson Inc | 1,586 | $172.8K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,597 | $173.9K | 0.01% | +1,300+437.7% | Added |
| Perkins Coie Trust Co | 1,644 | $179.1K | 0.04% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,732 | $188.7K | 0.00% | +74+4.5% | Added |
| Ostrum Asset Management | 1,794 | $195.4K | 0.02% | +22+1.2% | Added |
| Kovitz Investment Group Partners, LLC | 4,027 | $200.1K | 0.00% | +4,027 | New |
| Dearborn Partners LLC | 1,851 | $201.6K | 0.01% | 00.0% | Unchanged |
| Conning Inc. | 1,855 | $202.1K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 1,859 | $202.5K | 0.03% | +1,859 | New |
| Roberts Glore & Co Inc | 1,875 | $204.2K | 0.06% | −290−13.4% | Reduced |
| Keystone Financial Services | 1,885 | $205.4K | 0.08% | +92+5.1% | Added |
| IAM Advisory, LLC | 1,907 | $207.7K | 0.05% | +22+1.2% | Added |
| Main Street Group, LTD | 1,920 | $209.1K | 0.08% | −100−5.0% | Reduced |
| Joel Isaacson & Co., LLC | 1,936 | $210.9K | 0.01% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 1,948 | $212.2K | 0.00% | +1,948 | New |
| Mountain Pacific Investment Advisers Inc | 1,950 | $212.4K | 0.01% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 1,956 | $213.1K | 0.01% | 00.0% | Unchanged |
| SC&H Financial Advisors, Inc. | 1,959 | $213.4K | 0.05% | +180+10.1% | Added |
| Syon Capital LLC | 1,963 | $213.8K | 0.02% | −140−6.7% | Reduced |
| Icon Wealth Advisors, LLC | 1,976 | $215.2K | 0.02% | +184+10.3% | Added |
| Weil Company, Inc. | 1,981 | $215.7K | 0.07% | +23+1.2% | Added |
| GenTrust, LLC | 2,000 | $217.9K | 0.01% | 00.0% | Unchanged |
| Paulson Wealth Management Inc. | 2,028 | $220.9K | 0.06% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 2,051 | $223.5K | 0.01% | −67−3.2% | Reduced |
| First Affirmative Financial Network | 2,065 | $224.9K | 0.12% | +283+15.9% | Added |
| Inceptionr LLC | 2,065 | $224.9K | 0.05% | +2,065 | New |
| Citizens Financial Group Inc | 2,067 | $225.2K | 0.00% | −850−29.1% | Reduced |
| Equitable Holdings, Inc. | 2,067 | $225.2K | 0.00% | −164−7.4% | Reduced |
| Chicago Partners Investment Group LLC | 2,064 | $226.1K | 0.01% | +2,064 | New |
| Annapolis Financial Services, LLC | 2,085 | $227.1K | 0.07% | 00.0% | Unchanged |
| Range Financial Group LLC | 2,088 | $227.4K | 0.31% | −994−32.3% | Reduced |
| Peapack Gladstone Financial Corp | 2,120 | $231.0K | 0.00% | −13−0.6% | Reduced |
| Phoenix Wealth Advisors | 2,141 | $233.2K | 0.11% | −64−2.9% | Reduced |
| Archer Investment Corp | 2,157 | $235.0K | 0.06% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 2,146 | $235.0K | 0.00% | +2,146 | New |
| Sachetta, LLC | 2,163 | $235.6K | 0.09% | +417+23.9% | Added |
| Strategy Asset Managers LLC | 2,169 | $236.2K | 0.05% | +95+4.6% | Added |
| Etesian Wealth Advisors, Inc. | 2,169 | $236.3K | 0.11% | −357−14.1% | Reduced |
| Soltis Investment Advisors LLC | 2,171 | $236.5K | 0.02% | −75−3.3% | Reduced |
| Checchi Capital Advisers, LLC | 2,178 | $237.3K | 0.02% | +97+4.7% | Added |
| United Advisor Group, LLC | 2,179 | $237.4K | 0.05% | +210+10.7% | Added |
| LCNB Corp | 2,195 | $239.1K | 0.08% | +85+4.0% | Added |
| Ameritas Advisory Services, LLC | 2,200 | $239.6K | 0.01% | +44+2.0% | Added |
| National Asset Management, Inc. | 2,247 | $241.6K | 0.01% | −230−9.3% | Reduced |
| Hoxton Planning & Management, LLC | 2,229 | $242.8K | 0.09% | +2,229 | New |
| West Coast Financial LLC | 2,230 | $242.9K | 0.03% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 2,258 | $246.0K | 0.02% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 2,258 | $246.0K | 0.03% | +2,258 | New |
| Cigna Investments Inc | 2,261 | $247.0K | 0.04% | −58−2.5% | Reduced |
| Guinness Asset Management LTD | 2,273 | $247.6K | 0.00% | −259−10.2% | Reduced |
| LMR Partners LLP | 2,288 | $249.2K | 0.01% | +2,288 | New |
| Walleye Capital LLC | 2,297 | $250.2K | 0.00% | +1,525+197.5% | Added |
| Cornerstone Wealth Management, LLC | 2,298 | $250.3K | 0.02% | +174+8.2% | Added |
| Barnes Pettey Financial Advisors, LLC | 2,300 | $250.5K | 0.20% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 2,305 | $251.1K | 0.09% | −36−1.5% | Reduced |
| Nicolet Bankshares Inc | 2,313 | $252.0K | 0.06% | −655−22.1% | Reduced |
| Liberty Capital Management, Inc. | 2,329 | $253.7K | 0.06% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 2,334 | $254.3K | 0.07% | −566−19.5% | Reduced |
| Code Waechter LLC | 2,342 | $255.0K | 0.24% | +2,342 | New |
| FineMark National Bank & Trust | 2,346 | $255.5K | 0.01% | +526+28.9% | Added |
| Gillespie Robinson & Grimm Inc | 2,350 | $256.0K | 0.02% | −925−28.2% | Reduced |
| USA Financial Portformulas Corp | 2,359 | $257.0K | 0.04% | −98−4.0% | Reduced |
| Miracle Mile Advisors, LLC | 2,389 | $260.2K | 0.01% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 2,395 | $260.9K | 0.00% | +118+5.2% | Added |
| Avidian Wealth Solutions, LLC | 2,406 | $262.1K | 0.01% | +16+0.7% | Added |
| Lincoln Capital LLC | 2,406 | $262.1K | 0.06% | 00.0% | Unchanged |
| Revisor Wealth Management LLC | 2,406 | $262.1K | 0.16% | +14+0.6% | Added |
| Presilium Private Wealth, LLC | 2,412 | $262.7K | 0.06% | 00.0% | Unchanged |
| Stevens Capital Management LP | 2,430 | $265.0K | 0.04% | +2,430 | New |
| Wealth Alliance Advisory Group, LLC | 2,437 | $265.5K | 0.06% | −1,878−43.5% | Reduced |
| GW Henssler & Associates Ltd | 2,438 | $265.6K | 0.02% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 2,444 | $266.2K | 0.07% | −159−6.1% | Reduced |
| TL Private Wealth | 2,500 | $266.6K | 0.12% | 00.0% | Unchanged |
| Arrow Financial Corp | 2,448 | $266.7K | 0.02% | −66−2.6% | Reduced |
| Sheets Smith Wealth Management | 2,449 | $266.7K | 0.03% | −181−6.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,472 | $269.3K | 0.09% | +43+1.8% | Added |
| Cidel Asset Management Inc | 2,502 | $272.5K | 0.02% | +129+5.4% | Added |
| Saratoga Research & Investment Management | 2,506 | $273.0K | 0.01% | −2,689−51.8% | Reduced |
| Pensionmark Financial Group, LLC | 2,508 | $273.2K | 0.01% | +2,508 | New |
| Cypress Asset Management Inc | 2,509 | $273.3K | 0.07% | 00.0% | Unchanged |
| Blossom Wealth Management | 2,513 | $273.7K | 0.55% | +125+5.2% | Added |
| MTM Investment Management, LLC | 2,528 | $274.2K | 0.11% | +75+3.1% | Added |
| MBB Public Markets I LLC | 2,520 | $274.5K | 0.02% | −13,279−84.0% | Reduced |
| Jump Financial, LLC | 2,548 | $277.6K | 0.01% | +2,548 | New |
| Nwam LLC | 2,552 | $278.0K | 0.02% | −11−0.4% | Reduced |
| TFG Advisers LLC | 2,437 | $281.0K | 0.10% | −414−14.5% | Reduced |
| LaFleur & Godfrey LLC | 2,580 | $281.0K | 0.04% | −405−13.6% | Reduced |
| MQS Management LLC | 2,594 | $282.6K | 0.16% | +2,594 | New |
| Trust Asset Management LLC | 2,607 | $284.0K | 0.02% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 2,609 | $284.2K | 0.20% | 00.0% | Unchanged |
| Insight Folios Inc | 2,612 | $284.6K | 0.10% | +90+3.6% | Added |
| Ballentine Partners, LLC | 2,619 | $285.3K | 0.00% | +2,619 | New |
| Becker Capital Management Inc | 2,623 | $285.8K | 0.01% | +3+0.1% | Added |
| Sunbelt Securities, Inc. | 2,628 | $286.3K | 0.03% | +1,034+64.9% | Added |
| Personal Cfo Solutions, LLC | 2,683 | $292.2K | 0.04% | +145+5.7% | Added |
| State of Wyoming | 2,685 | $292.5K | 0.04% | +1,592+145.7% | Added |
| Deseret Mutual Benefit Administrators | 2,696 | $293.7K | 0.15% | −55−2.0% | Reduced |
| Hardy Reed LLC | 2,696 | $293.7K | 0.03% | 00.0% | Unchanged |
| Hollencrest Capital Management | 2,698 | $293.9K | 0.01% | −375−12.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 2,714 | $296.0K | 0.03% | −13,340−83.1% | Reduced |