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 |
|---|---|---|---|---|---|
| Parkside Financial Bank & Trust | 530 | $57.7K | 0.01% | −265−33.3% | Reduced |
| First Horizon Advisors, Inc. | 521 | $56.8K | 0.00% | −11−2.1% | Reduced |
| Abich Financial Wealth Management LLC | 520 | $56.6K | 0.13% | −678−56.6% | Reduced |
| Atlantic Trust, LLC | 508 | $55.3K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 503 | $54.9K | 0.01% | −1−0.2% | Reduced |
| JFS Wealth Advisors, LLC | 502 | $54.7K | 0.00% | +426+560.5% | Added |
| Alta Advisers Ltd | 500 | $54.5K | 0.02% | 00.0% | Unchanged |
| Eastern Bank | 500 | $54.5K | 0.00% | +500 | New |
| Sawyer & Company, Inc | 500 | $54.0K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 470 | $51.2K | 0.00% | +218+86.5% | Added |
| Washington Trust Co | 465 | $50.7K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 459 | $50.0K | 0.00% | +459 | New |
| Smithfield Trust Co | 425 | $47.0K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 429 | $46.7K | 0.01% | +429 | New |
| Beach Investment Counsel Inc | 400 | $44.0K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 404 | $44.0K | 0.01% | +404 | New |
| EverSource Wealth Advisors, LLC | 402 | $43.8K | 0.00% | −28−6.5% | Reduced |
| ORG Partners LLC | 400 | $43.6K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 399 | $43.5K | 0.01% | +399 | New |
| Silvant Capital Management LLC | 381 | $41.5K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 375 | $40.8K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 371 | $40.5K | 0.00% | −8−2.1% | Reduced |
| Signature Resources Capital Management, LLC | 366 | $39.9K | 0.04% | 00.0% | Unchanged |
| Riverview Trust Co | 365 | $39.8K | 0.03% | +8+2.2% | Added |
| Bangor Savings Bank | 350 | $38.1K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 348 | $37.9K | 0.00% | +312+866.7% | Added |
| NBC Securities, Inc. | 346 | $37.0K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 336 | $36.6K | 0.01% | +336 | New |
| TD Private Client Wealth LLC | 335 | $36.5K | 0.00% | −18−5.1% | Reduced |
| Heritage Wealth Advisors | 333 | $36.3K | 0.00% | +4+1.2% | Added |
| Quarry LP | 322 | $35.1K | 0.01% | −426−57.0% | Reduced |
| Venturi Wealth Management, LLC | 319 | $34.8K | 0.00% | −159−33.3% | Reduced |
| Carolinas Wealth Consulting LLC | 318 | $34.6K | 0.01% | −5−1.5% | Reduced |
| Park Place Capital Corp | 316 | $34.4K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 305 | $33.0K | 0.00% | −2−0.7% | Reduced |
| Hexagon Capital Partners LLC | 294 | $32.0K | 0.01% | +104+54.7% | Added |
| TD Waterhouse Canada Inc. | 297 | $31.8K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 284 | $30.9K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 280 | $30.5K | 0.00% | −290−50.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 275 | $30.0K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 270 | $29.4K | 0.01% | −20−6.9% | Reduced |
| Beacon Capital Management, LLC | 261 | $28.4K | 0.00% | +2+0.8% | Added |
| Pacifica Partners Inc. | 250 | $27.2K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 236 | $26.3K | 0.01% | +3+1.3% | Added |
| Piscataqua Savings Bank | 241 | $26.3K | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 231 | $25.2K | 0.00% | +41+21.6% | Added |
| Iron Horse Wealth Management, LLC | 231 | $25.2K | 0.01% | +110+90.9% | Added |
| Bank & Trust Co | 206 | $22.4K | 0.02% | 00.0% | Unchanged |
| Advantage Trust Co | 205 | $22.3K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 204 | $22.2K | 0.00% | −122−37.4% | Reduced |
| Monetary Management Group Inc | 200 | $21.8K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 200 | $21.8K | 0.01% | 00.0% | Unchanged |
| Union Savings Bank | 200 | $21.8K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 193 | $21.0K | 0.00% | +18+10.3% | Added |
| Ashton Thomas Securities, LLC | 191 | $20.8K | 0.00% | +191 | New |
| FinTrust Capital Advisors, LLC | 189 | $20.6K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 187 | $20.4K | 0.01% | −77−29.2% | Reduced |
| Asset Dedication, LLC | 186 | $20.3K | 0.00% | −107−36.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 180 | $20.2K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 180 | $19.6K | 0.01% | +180 | New |
| Rise Advisors, LLC | 172 | $18.8K | 0.01% | +1+0.6% | Added |
| Montag A & Associates Inc | 165 | $18.0K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 155 | $16.9K | 0.01% | +5+3.3% | Added |
| Versant Capital Management, Inc | 154 | $16.8K | 0.00% | −173−52.9% | Reduced |
| 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 |
| 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 |
| Addison Advisors LLC | 138 | $15.0K | 0.00% | −371−72.9% | Reduced |
| Capital Advisors, Ltd. LLC | 136 | $15.0K | 0.00% | −9−6.2% | Reduced |
| Future Financial Wealth Managment LLC | 135 | $14.7K | 0.01% | +135 | New |
| Aspect Partners, LLC | 135 | $14.7K | 0.01% | +4+3.1% | Added |
| Private Wealth Management Group, LLC | 134 | $14.6K | 0.01% | −26−16.3% | Reduced |
| Bell Investment Advisors, Inc | 132 | $14.4K | 0.00% | +1+0.8% | Added |
| Caldwell Sutter Capital, Inc. | 118 | $12.9K | 0.01% | −18−13.2% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 112 | $12.0K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 110 | $12.0K | 0.00% | +110 | New |
| 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 |
| Globeflex Capital L P | 96 | $10.5K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 87 | $10.4K | 0.00% | +19+27.9% | Added |
| Guardian Wealth Management, Inc. | 94 | $10.2K | 0.01% | +1+1.1% | Added |
| Fortitude Family Office, LLC | 92 | $10.0K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 96 | $10.0K | 0.00% | +96 | New |
| Northwest Financial Advisors | 92 | $9.98K | 0.01% | +92 | New |
| Webster Bank, N. A. | 91 | $9.91K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 90 | $9.80K | 0.00% | −4−4.3% | Reduced |
| Hallmark Capital Management Inc | 89 | $9.69K | 0.00% | −21,463−99.6% | Reduced |
| Ruedi Wealth Management, Inc. | 87 | $9.48K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 77 | $8.39K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 75 | $8.17K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 71 | $7.75K | 0.00% | +2+2.9% | Added |
| Costello Asset Management, INC | 70 | $7.63K | 0.01% | 00.0% | Unchanged |
| Kennebec Savings Bank | 67 | $7.30K | 0.01% | +67 | New |
| Harvest Fund Management Co., Ltd | 63 | $7.00K | 0.00% | −1,640−96.3% | Reduced |
| Legacy Investment Solutions, LLC | 55 | $6.52K | 0.00% | +55 | New |
| Legacy Wealth Managment, LLC | 55 | $6.52K | 0.00% | +55 | New |