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 |
|---|---|---|---|---|---|
| Summit Financial, LLC | 4,299 | $468.3K | 0.02% | +1,304+43.5% | Added |
| Foster & Motley Inc | 4,328 | $471.0K | 0.03% | −789−15.4% | Reduced |
| Paloma Partners Management Co | 4,340 | $472.8K | 0.03% | +4,340 | New |
| Trust Co of Toledo NA | 4,359 | $474.8K | 0.06% | +150+3.6% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 4,376 | $476.7K | 0.03% | +50+1.2% | Added |
| Vestcor Inc | 4,376 | $477.0K | 0.02% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 4,384 | $477.5K | 0.12% | +26+0.6% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 3,700 | $477.8K | 0.00% | −258−6.5% | Reduced |
| Avantax Advisory Services, Inc. | 4,414 | $480.8K | 0.00% | +2,037+85.7% | Added |
| Blueshift Asset Management, LLC | 4,429 | $482.5K | 0.12% | +2,483+127.6% | Added |
| Quest Partners LLC | 4,430 | $482.6K | 0.04% | +4,429+442,900.0% | Added |
| US Asset Management LLC | 4,097 | $485.0K | 0.43% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 4,487 | $488.8K | 0.02% | −1,133−20.2% | Reduced |
| Stephens Inc | 4,495 | $489.6K | 0.01% | −623−12.2% | Reduced |
| NVWM, LLC | 4,496 | $489.7K | 0.12% | +95+2.2% | Added |
| AlphaCore Capital LLC | 4,509 | $491.2K | 0.11% | −13−0.3% | Reduced |
| Venture Visionary Partners LLC | 4,510 | $491.3K | 0.02% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 4,575 | $498.4K | 0.28% | +4,575 | New |
| Siemens Fonds Invest GmbH | 4,591 | $500.1K | 0.04% | +572+14.2% | Added |
| Cypress Capital Group | 4,620 | $503.3K | 0.06% | +690+17.6% | Added |
| Gen-Wealth Partners Inc | 4,512 | $504.5K | 0.22% | +390+9.5% | Added |
| Greenleaf Trust | 4,638 | $505.2K | 0.00% | −596−11.4% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 4,655 | $507.1K | 0.05% | −46−1.0% | Reduced |
| Accel Wealth Management | 4,682 | $510.1K | 0.19% | −332−6.6% | Reduced |
| Center For Asset Management LLC | 4,719 | $514.1K | 0.31% | +143+3.1% | Added |
| River Wealth Advisors LLC | 4,720 | $514.1K | 0.07% | −256−5.1% | Reduced |
| Whittier Trust Co | 4,722 | $514.4K | 0.01% | −78−1.6% | Reduced |
| Capital Management Associates, Inc | 4,728 | $515.0K | 0.21% | +4,728 | New |
| ISAM Funds (UK) Ltd | 4,729 | $515.1K | 0.29% | +4,729 | New |
| Aigen Investment Management, LP | 4,741 | $516.4K | 0.10% | +4,741 | New |
| Warther Private Wealth, LLC | 4,750 | $517.4K | 0.18% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 4,764 | $518.9K | 0.02% | +1,128+31.0% | Added |
| Global Retirement Partners, LLC | 4,811 | $524.0K | 0.02% | −432−8.2% | Reduced |
| Jones Financial Companies LLLP | 4,814 | $527.1K | 0.00% | +1,557+47.8% | Added |
| TownSquare Capital, LLC | 4,839 | $527.2K | 0.01% | +299+6.6% | Added |
| Veriti Management LLC | 4,864 | $529.8K | 0.03% | −1,358−21.8% | Reduced |
| Resources Investment Advisors, LLC. | 4,887 | $532.3K | 0.01% | −112−2.2% | Reduced |
| Coldstream Capital Management Inc | 4,962 | $543.0K | 0.01% | +1,413+39.8% | Added |
| BHK Investment Advisors, LLC | 5,028 | $547.8K | 0.20% | −134−2.6% | Reduced |
| Apriem Advisors | 5,031 | $548.1K | 0.06% | −1,336−21.0% | Reduced |
| Brown Brothers Harriman & Co | 5,073 | $552.6K | 0.00% | +32+0.6% | Added |
| Capital Investment Advisory Services, LLC | 5,078 | $553.1K | 0.05% | +216+4.4% | Added |
| Roberts Capital Advisors, LLC | 5,084 | $553.8K | 0.47% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 5,102 | $555.8K | 0.07% | 00.0% | Unchanged |
| Mendel Capital Management LLC | 5,164 | $562.5K | 0.35% | +219+4.4% | Added |
| Regions Financial Corp | 5,171 | $563.3K | 0.00% | +4+0.1% | Added |
| Great Valley Advisor Group, Inc. | 5,167 | $563.3K | 0.01% | −308−5.6% | Reduced |
| XTX Topco Ltd | 5,199 | $566.3K | 0.04% | −2,819−35.2% | Reduced |
| Raymond James Trust N.A. | 5,219 | $568.5K | 0.01% | −221−4.1% | Reduced |
| Prospera Financial Services Inc | 5,233 | $570.1K | 0.01% | −35−0.7% | Reduced |
| Midwest Financial Group LLC | 5,255 | $572.0K | 0.34% | −228−4.2% | Reduced |
| Fox Run Management, L.L.C. | 5,268 | $573.8K | 0.13% | −1,608−23.4% | Reduced |
| Wynn Capital, LLC | 5,282 | $575.4K | 0.38% | +460+9.5% | Added |
| Landscape Capital Management, L.L.C. | 5,327 | $580.3K | 0.06% | +5,327 | New |
| Wealthcare Advisory Partners LLC | 5,375 | $585.5K | 0.02% | +454+9.2% | Added |
| Caldwell Trust Co | 5,416 | $590.0K | 0.06% | −157−2.8% | Reduced |
| Twelve Points Wealth Management LLC | 5,452 | $593.8K | 0.19% | +494+10.0% | Added |
| GPS Wealth Strategies Group, LLC | 5,498 | $598.9K | 0.08% | +693+14.4% | Added |
| Private Wealth Partners, LLC | 5,525 | $601.8K | 0.05% | +2,225+67.4% | Added |
| Logan Capital Management Inc | 5,531 | $602.5K | 0.02% | −192−3.4% | Reduced |
| Mayflower Financial Advisors, LLC | 5,532 | $602.6K | 0.09% | +20.0% | Added |
| Whittier Trust Co of Nevada Inc | 5,546 | $604.1K | 0.02% | −16−0.3% | Reduced |
| Altus Wealth Group LLC | 5,578 | $607.6K | 0.26% | +1,296+30.3% | Added |
| Epoch Investment Partners, Inc. | 5,594 | $609.4K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 5,610 | $611.1K | 0.03% | +5,610 | New |
| DMG Group, LLC | 5,667 | $617.3K | 0.50% | +379+7.2% | Added |
| HighPoint Advisor Group LLC | 5,547 | $621.7K | 0.04% | −530−8.7% | Reduced |
| Impact Partnership Wealth, LLC | 5,809 | $632.8K | 0.14% | −2,939−33.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 5,814 | $633.3K | 0.03% | +327+6.0% | Added |
| Nicholson Wealth Management Group, LLC | 5,826 | $634.6K | 0.52% | +5,826 | New |
| Everence Capital Management Inc | 5,830 | $635.0K | 0.04% | 00.0% | Unchanged |
| Capstone Triton Financial Group, LLC | 5,846 | $636.8K | 0.41% | +25+0.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 5,895 | $642.1K | 0.04% | +1,133+23.8% | Added |
| Capstone Investment Advisors, LLC | 5,904 | $643.1K | 0.01% | +3,103+110.8% | Added |
| Gateway Investment Advisers LLC | 5,981 | $651.5K | 0.01% | −24−0.4% | Reduced |
| Parallel Advisors, LLC | 6,021 | $655.9K | 0.02% | −626−9.4% | Reduced |
| Neville Rodie & Shaw Inc | 6,075 | $662.0K | 0.05% | 00.0% | Unchanged |
| Ironvine Capital Partners, LLC | 6,100 | $664.5K | 0.07% | 00.0% | Unchanged |
| Atria Investments LLC | 6,103 | $664.8K | 0.01% | +400+7.0% | Added |
| Apollon Wealth Management, LLC | 6,104 | $664.9K | 0.02% | −2,218−26.7% | Reduced |
| TAP Consulting, LLC | 6,107 | $665.3K | 0.13% | −16,539−73.0% | Reduced |
| Tudor Financial Inc. | 6,130 | $667.7K | 0.41% | +6,130 | New |
| MCF Advisors LLC | 6,133 | $668.1K | 0.05% | +44+0.7% | Added |
| Federation des caisses Desjardins du Quebec | 6,160 | $670.9K | 0.00% | +1,933+45.7% | Added |
| Schonfeld Strategic Advisors LLC | 6,183 | $673.5K | 0.01% | −924−13.0% | Reduced |
| Brevan Howard Capital Management LP | 6,216 | $677.1K | 0.03% | −112−1.8% | Reduced |
| Guardian Wealth Advisors, LLC | 6,294 | $685.6K | 0.42% | +270+4.5% | Added |
| V-Square Quantitative Management LLC | 6,316 | $688.0K | 0.10% | +2,005+46.5% | Added |
| Ameritas Investment Partners, Inc. | 6,426 | $699.9K | 0.02% | +589+10.1% | Added |
| Centiva Capital, LP | 6,444 | $701.9K | 0.03% | +2,133+49.5% | Added |
| Allworth Financial LP | 6,492 | $707.2K | 0.00% | −277−4.1% | Reduced |
| Sound Financial Strategies Group, LLC | 6,511 | $709.2K | 0.57% | +165+2.6% | Added |
| RFG Advisory, LLC | 6,522 | $710.4K | 0.02% | −474−6.8% | Reduced |
| Toroso Investments, LLC | 6,541 | $712.5K | 0.01% | +513+8.5% | Added |
| Investors Research Corp | 6,542 | $712.6K | 0.16% | 00.0% | Unchanged |
| Coastline Trust Co | 6,590 | $717.8K | 0.08% | −185−2.7% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 6,591 | $718.0K | 0.05% | −611−8.5% | Reduced |
| Provident Investment Management, Inc. | 6,782 | $738.8K | 0.07% | +550+8.8% | Added |
| Ontario Teachers Pension Plan Board | 6,789 | $739.5K | 0.01% | +2,332+52.3% | Added |
| Quantitative Investment Management, LLC | 6,798 | $740.0K | 0.07% | +6,798 | New |