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 |
|---|---|---|---|---|---|
| Ironwood Investment Counsel, LLC | 15,085 | $1.64M | 0.27% | −278−1.8% | Reduced |
| WCM Investment Management, LLC | 14,972 | $1.64M | 0.00% | +11,577+341.0% | Added |
| Plato Investment Management Ltd | 14,872 | $1.62M | 0.13% | +223+1.5% | Added |
| Malaga Cove Capital, LLC | 14,797 | $1.61M | 0.65% | −147−1.0% | Reduced |
| Security National Bank of Sioux City Iowa | 14,789 | $1.61M | 0.98% | +45+0.3% | Added |
| BKD Wealth Advisors, LLC | 14,753 | $1.61M | 0.04% | +173+1.2% | Added |
| JT Stratford LLC | 14,696 | $1.60M | 0.27% | +172+1.2% | Added |
| Argent Trust Co | 14,672 | $1.60M | 0.07% | −473−3.1% | Reduced |
| Poehling Capital Management, LLC | 14,649 | $1.60M | 0.41% | +854+6.2% | Added |
| Security National Bank of So Dak | 14,557 | $1.59M | 0.88% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 14,537 | $1.58M | 0.47% | +14,537 | New |
| Aviva PLC | 14,527 | $1.58M | 0.00% | +872+6.4% | Added |
| Mizuho Securities USA LLC | 14,434 | $1.57M | 0.03% | −2,779−16.1% | Reduced |
| Gries Financial LLC | 14,364 | $1.56M | 0.29% | −3,648−20.3% | Reduced |
| STRS Ohio | 14,220 | $1.55M | 0.01% | +2,298+19.3% | Added |
| Hartford Investment Management Co | 13,991 | $1.52M | 0.05% | −331−2.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 13,929 | $1.51M | 0.03% | +8,512+157.1% | Added |
| McKinley Carter Wealth Services, Inc. | 13,792 | $1.50M | 0.09% | +966+7.5% | Added |
| Johnson Investment Counsel Inc | 13,772 | $1.50M | 0.01% | +2,747+24.9% | Added |
| Matrix Trust Co | 13,748 | $1.50M | 0.28% | −197−1.4% | Reduced |
| Sigma Planning Corp | 13,676 | $1.49M | 0.05% | +1,140+9.1% | Added |
| Lowe Brockenbrough & Co Inc | 13,578 | $1.48M | 0.09% | −735−5.1% | Reduced |
| Trajan Wealth LLC | 13,461 | $1.47M | 0.09% | +1,667+14.1% | Added |
| Cullen Investment Group, Ltd. | 13,326 | $1.45M | 0.22% | +2,930+28.2% | Added |
| OV Management LLC | 13,170 | $1.43M | 0.95% | +1,100+9.1% | Added |
| Stratos Wealth Partners, LTD. | 13,103 | $1.43M | 0.02% | −552−4.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 12,986 | $1.41M | 0.07% | +427+3.4% | Added |
| Metis Global Partners, LLC | 12,805 | $1.39M | 0.04% | +338+2.7% | Added |
| Greenwood Capital Associates LLC | 12,762 | $1.39M | 0.18% | +349+2.8% | Added |
| Rakuten Investment Management, Inc. | 12,626 | $1.38M | 0.01% | +3,114+32.7% | Added |
| Colony Family Offices, LLC | 12,686 | $1.38M | 0.43% | +56+0.4% | Added |
| Maryland State Retirement & Pension System | 12,531 | $1.37M | 0.03% | −4,309−25.6% | Reduced |
| Kesler, Norman & Wride, LLC | 12,528 | $1.36M | 0.27% | −1,915−13.3% | Reduced |
| Louisiana State Employees Retirement System | 12,500 | $1.36M | 0.03% | −100−0.8% | Reduced |
| Mercer Global Advisors Inc | 12,564 | $1.35M | 0.00% | +2,601+26.1% | Added |
| Valley National Advisers Inc | 12,297 | $1.34M | 0.24% | −18,096−59.5% | Reduced |
| Securian Asset Management, Inc | 12,291 | $1.34M | 0.04% | −532−4.1% | Reduced |
| Premier Path Wealth Partners, LLC | 12,289 | $1.34M | 0.21% | +625+5.4% | Added |
| Strategic Investment Advisors | 12,268 | $1.34M | 0.15% | +491+4.2% | Added |
| Allspring Global Investments Holdings, LLC | 12,225 | $1.33M | 0.00% | −2,831−18.8% | Reduced |
| Tudor Investment Corp Et Al | 12,219 | $1.33M | 0.01% | +6,254+104.8% | Added |
| Wealthspire Advisors, LLC | 12,161 | $1.32M | 0.01% | +252+2.1% | Added |
| iA Global Asset Management Inc. | 12,105 | $1.32M | 0.02% | +4,240+53.9% | Added |
| Private Advisor Group, LLC | 12,060 | $1.31M | 0.01% | +1,134+10.4% | Added |
| Lindsell Train LtdSuperinvestorLindsell Train | 12,000 | $1.31M | 0.03% | 00.0% | Unchanged |
| Groesbeck Investment Management Corp | 11,995 | $1.31M | 1.92% | −1,125−8.6% | Reduced |
| Atria Wealth Solutions, Inc. | 11,967 | $1.30M | 0.01% | −940−7.3% | Reduced |
| Trust Co of Vermont | 11,947 | $1.30M | 0.07% | −387−3.1% | Reduced |
| F/M Investments LLC | 12,003 | $1.30M | 0.04% | −1,211−9.2% | Reduced |
| Crossmark Global Holdings, Inc. | 11,905 | $1.30M | 0.02% | −47−0.4% | Reduced |
| Aviance Capital Partners, LLC | 11,743 | $1.28M | 0.17% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 11,738 | $1.28M | 0.02% | −6,240−34.7% | Reduced |
| Mogy Joel R Investment Counsel Inc | 11,700 | $1.27M | 0.08% | 00.0% | Unchanged |
| Donoghue Forlines LLC | 11,684 | $1.27M | 0.36% | +6,417+121.8% | Added |
| Portman Square Capital LLP | 11,656 | $1.27M | 0.42% | +8,107+228.4% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 11,566 | $1.26M | 0.54% | −153−1.3% | Reduced |
| Hedeker Wealth, LLC | 11,541 | $1.26M | 0.33% | −9−0.1% | Reduced |
| Synovus Financial Corp | 11,476 | $1.25M | 0.01% | +1,559+15.7% | Added |
| GWM Advisors LLC | 11,452 | $1.25M | 0.01% | −3,912−25.5% | Reduced |
| Bryn Mawr Trust Co | 11,404 | $1.24M | 0.02% | +7,486+191.1% | Added |
| ARGA Investment Management, LP | 11,331 | $1.23M | 0.04% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 11,325 | $1.23M | 0.04% | −162−1.4% | Reduced |
| Vontobel Holding Ltd. | 11,214 | $1.22M | 0.00% | +1,559+16.1% | Added |
| United Asset Strategies, Inc. | 11,103 | $1.21M | 0.11% | +1,027+10.2% | Added |
| Nomura Holdings Inc | 11,056 | $1.20M | 0.01% | −3,591−24.5% | Reduced |
| OmniStar Financial Group, Inc. | 10,959 | $1.20M | 0.90% | +5,246+91.8% | Added |
| Prudential PLC | 10,908 | $1.19M | 0.01% | +8,161+297.1% | Added |
| Bennett Selby Investments LP | 10,890 | $1.19M | 0.50% | −324−2.9% | Reduced |
| New Mexico Educational Retirement Board | 10,887 | $1.19M | 0.04% | −400−3.5% | Reduced |
| RSM US Wealth Management LLC | 11,069 | $1.19M | 0.02% | +565+5.4% | Added |
| M&G Plc | 10,735 | $1.17M | 0.01% | −860−7.4% | Reduced |
| Hills Bank & Trust Co | 10,713 | $1.17M | 0.09% | −284−2.6% | Reduced |
| Global Financial Private Client, LLC | 10,691 | $1.16M | 0.45% | −40.0% | Reduced |
| Capitolis Liquid Global Markets LLC | 10,600 | $1.15M | 0.01% | −400−3.6% | Reduced |
| Partnership Wealth Management, LLC | 10,457 | $1.14M | 0.80% | −2,089−16.7% | Reduced |
| Commerzbank Aktiengesellschaft | 10,416 | $1.14M | 0.03% | +6,885+195.0% | Added |
| Verity Asset Management, Inc. | 10,367 | $1.13M | 0.43% | +4,294+70.7% | Added |
| Symphony Financial, Ltd. Co. | 10,395 | $1.13M | 0.19% | +1,631+18.6% | Added |
| Two Sigma Advisers, LP | 10,300 | $1.12M | 0.00% | +10,300 | New |
| MAI Capital Management | 10,215 | $1.11M | 0.01% | −158−1.5% | Reduced |
| Zurich Insurance Group Ltd | 10,200 | $1.11M | 0.01% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 10,134 | $1.10M | 0.01% | −323−3.1% | Reduced |
| Delta Financial Advisors LLC | 10,132 | $1.10M | 0.40% | +2,065+25.6% | Added |
| Carderock Capital Management Inc | 10,100 | $1.10M | 0.26% | 00.0% | Unchanged |
| South State Corp. | 10,064 | $1.10M | 0.08% | +990+10.9% | Added |
| Carnegie Lake Advisors LLC | 10,035 | $1.09M | 0.43% | +10,035 | New |
| Clearstead Advisors, LLC | 10,014 | $1.09M | 0.02% | −416−4.0% | Reduced |
| Douglass Winthrop Advisors, LLC | 10,000 | $1.09M | 0.02% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 9,993 | $1.09M | 0.01% | +2,008+25.1% | Added |
| Lido Advisors, LLC | 9,935 | $1.08M | 0.01% | −4,586−31.6% | Reduced |
| Beacon Investment Advisors LLC | 9,925 | $1.08M | 0.51% | +57+0.6% | Added |
| Confluence Wealth Services, Inc. | 9,768 | $1.06M | 0.08% | −1,359−12.2% | Reduced |
| Union Heritage Capital, LLC | 9,731 | $1.06M | 0.39% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 9,715 | $1.06M | 0.38% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 9,689 | $1.06M | 0.02% | −525−5.1% | Reduced |
| Rothschild Investment LLC | 9,641 | $1.05M | 0.07% | −120−1.2% | Reduced |
| Swedbank AB | 9,630 | $1.05M | 0.00% | −134−1.4% | Reduced |
| Eagle Ridge Investment Management | 9,626 | $1.05M | 0.09% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 9,573 | $1.04M | 0.03% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 9,427 | $1.03M | 0.09% | −474−4.8% | Reduced |