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 |
|---|---|---|---|---|---|
| Benin Management CORP | 9,379 | $1.02M | 0.29% | +1,731+22.6% | Added |
| BancorpSouth Bank | 9,260 | $1.01M | 0.07% | −186−2.0% | Reduced |
| Norinchukin Bank, The | 9,256 | $1.01M | 0.02% | +1,317+16.6% | Added |
| SG Americas Securities, LLC | 9,248 | $1.01M | 0.00% | −17,554−65.5% | Reduced |
| Meeder Asset Management Inc | 9,227 | $1.01M | 0.07% | +6,669+260.7% | Added |
| Physicians Financial Services, Inc. | 9,216 | $1.00M | 0.31% | −205−2.2% | Reduced |
| Thrivent Financial for Lutherans | 9,149 | $997.0K | 0.00% | −276−2.9% | Reduced |
| Principle Wealth Partners LLC | 9,137 | $995.3K | 0.07% | 00.0% | Unchanged |
| Bourne Lent Asset Management Inc | 9,067 | $987.7K | 0.37% | +100+1.1% | Added |
| Columbia Asset Management | 9,054 | $986.0K | 0.17% | +230+2.6% | Added |
| Creative Financial Designs Inc | 9,050 | $985.8K | 0.08% | +2,749+43.6% | Added |
| EP Wealth Advisors, LLC | 8,969 | $977.0K | 0.01% | +5,332+146.6% | Added |
| Tufton Capital Management | 8,807 | $959.3K | 0.18% | +1,165+15.2% | Added |
| Ieq Capital, LLC | 8,801 | $958.7K | 0.01% | +4,268+94.2% | Added |
| TCM Advisors, LLC | – | $947.7K | 0.78% | – | – |
| Simmons Bank | 8,672 | $944.6K | 0.07% | +260+3.1% | Added |
| NEOS Investment Management LLC | 8,606 | $937.5K | 0.03% | +1,624+23.3% | Added |
| Pine Haven Investment Counsel, Inc | 8,602 | $937.0K | 0.76% | +63+0.7% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 8,442 | $919.5K | 0.25% | +992+13.3% | Added |
| Argent Advisors, Inc. | 8,415 | $916.6K | 0.34% | +350+4.3% | Added |
| Sterling Capital Management LLC | 8,364 | $911.1K | 0.01% | +8,364 | New |
| Elevated Capital Advisors, LLC | 8,264 | $900.2K | 0.24% | +584+7.6% | Added |
| PEAK6 Investments LLC | 8,213 | $894.6K | 0.04% | +8,213 | New |
| D. E. Shaw & Co., Inc. | 8,146 | $887.3K | 0.00% | −1,403−14.7% | Reduced |
| Sepio Capital, LP | 8,093 | $881.6K | 0.07% | +89+1.1% | Added |
| Bellecapital International Ltd. | 8,083 | $880.5K | 0.17% | +4,837+149.0% | Added |
| Sawgrass Asset Management LLC | 8,068 | $878.8K | 0.09% | −276−3.3% | Reduced |
| Claro Advisors LLC | 7,964 | $867.5K | 0.11% | +942+13.4% | Added |
| Weaver C. Barksdale & Associates, Inc. | 7,959 | $867.0K | 0.78% | −301−3.6% | Reduced |
| Stansberry Asset Management, LLC | 7,936 | $864.5K | 0.11% | −56−0.7% | Reduced |
| Wedbush Securities Inc | 7,843 | $854.0K | 0.03% | +132+1.7% | Added |
| Paradigm Asset Management Co LLC | 7,800 | $849.7K | 0.22% | 00.0% | Unchanged |
| Empirical Finance, LLC | 7,780 | $847.5K | 0.05% | +159+2.1% | Added |
| Davenport & Co LLC | 7,760 | $845.3K | 0.00% | −807−9.4% | Reduced |
| Clark Capital Management Group, Inc. | 7,734 | $842.5K | 0.01% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 7,659 | $834.1K | 0.01% | +295+4.0% | Added |
| Daymark Wealth Partners, LLC | 7,633 | $831.5K | 0.04% | −258−3.3% | Reduced |
| Tilia Fiduciary Partners, Inc. | 7,591 | $826.9K | 0.57% | −820−9.7% | Reduced |
| Cove Private Wealth, LLC | 7,575 | $825.1K | 0.64% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 7,552 | $822.6K | 0.03% | −1,594−17.4% | Reduced |
| Vident Advisory, LLC | 7,444 | $811.2K | 0.02% | +661+9.7% | Added |
| SlateStone Wealth, LLC | 7,435 | $810.0K | 0.07% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 7,383 | $804.2K | 0.02% | +2,400+48.2% | Added |
| Legacy Financial Advisors, Inc. | 7,353 | $800.9K | 0.13% | −261−3.4% | Reduced |
| Umb Bank N A | 7,343 | $799.9K | 0.01% | −36−0.5% | Reduced |
| QRG Capital Management, Inc. | 7,304 | $795.7K | 0.01% | +2,105+40.5% | Added |
| Ashton Thomas Private Wealth, LLC | 7,286 | $793.6K | 0.04% | −322−4.2% | Reduced |
| Moller Financial Services | 7,200 | $784.3K | 0.20% | 00.0% | Unchanged |
| West Oak Capital, LLC | 7,185 | $782.7K | 0.15% | 00.0% | Unchanged |
| Crestline Management, LP | 7,090 | $772.3K | 0.04% | +7,090 | New |
| Hartline Investment Corp | 7,070 | $770.1K | 0.10% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 7,055 | $768.5K | 0.02% | −51−0.7% | Reduced |
| Napatree Capital LLC | 7,000 | $762.5K | 0.53% | +7,000 | New |
| Verition Fund Management LLC | 6,842 | $745.3K | 0.01% | +2,159+46.1% | Added |
| Quantitative Investment Management, LLC | 6,798 | $740.0K | 0.07% | +6,798 | New |
| Ontario Teachers Pension Plan Board | 6,789 | $739.5K | 0.01% | +2,332+52.3% | Added |
| Provident Investment Management, Inc. | 6,782 | $738.8K | 0.07% | +550+8.8% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 6,591 | $718.0K | 0.05% | −611−8.5% | Reduced |
| Coastline Trust Co | 6,590 | $717.8K | 0.08% | −185−2.7% | Reduced |
| Investors Research Corp | 6,542 | $712.6K | 0.16% | 00.0% | Unchanged |
| Toroso Investments, LLC | 6,541 | $712.5K | 0.01% | +513+8.5% | Added |
| RFG Advisory, LLC | 6,522 | $710.4K | 0.02% | −474−6.8% | Reduced |
| Sound Financial Strategies Group, LLC | 6,511 | $709.2K | 0.57% | +165+2.6% | Added |
| Allworth Financial LP | 6,492 | $707.2K | 0.00% | −277−4.1% | Reduced |
| Centiva Capital, LP | 6,444 | $701.9K | 0.03% | +2,133+49.5% | Added |
| Ameritas Investment Partners, Inc. | 6,426 | $699.9K | 0.02% | +589+10.1% | Added |
| V-Square Quantitative Management LLC | 6,316 | $688.0K | 0.10% | +2,005+46.5% | Added |
| Guardian Wealth Advisors, LLC | 6,294 | $685.6K | 0.42% | +270+4.5% | Added |
| Brevan Howard Capital Management LP | 6,216 | $677.1K | 0.03% | −112−1.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 6,183 | $673.5K | 0.01% | −924−13.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 6,160 | $670.9K | 0.00% | +1,933+45.7% | Added |
| MCF Advisors LLC | 6,133 | $668.1K | 0.05% | +44+0.7% | Added |
| Tudor Financial Inc. | 6,130 | $667.7K | 0.41% | +6,130 | New |
| TAP Consulting, LLC | 6,107 | $665.3K | 0.13% | −16,539−73.0% | Reduced |
| Apollon Wealth Management, LLC | 6,104 | $664.9K | 0.02% | −2,218−26.7% | Reduced |
| Atria Investments LLC | 6,103 | $664.8K | 0.01% | +400+7.0% | Added |
| Ironvine Capital Partners, LLC | 6,100 | $664.5K | 0.07% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 6,075 | $662.0K | 0.05% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 6,021 | $655.9K | 0.02% | −626−9.4% | Reduced |
| Gateway Investment Advisers LLC | 5,981 | $651.5K | 0.01% | −24−0.4% | Reduced |
| Capstone Investment Advisors, LLC | 5,904 | $643.1K | 0.01% | +3,103+110.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 5,895 | $642.1K | 0.04% | +1,133+23.8% | Added |
| Capstone Triton Financial Group, LLC | 5,846 | $636.8K | 0.41% | +25+0.4% | Added |
| Everence Capital Management Inc | 5,830 | $635.0K | 0.04% | 00.0% | Unchanged |
| Nicholson Wealth Management Group, LLC | 5,826 | $634.6K | 0.52% | +5,826 | New |
| Tokio Marine Asset Management Co Ltd | 5,814 | $633.3K | 0.03% | +327+6.0% | Added |
| Impact Partnership Wealth, LLC | 5,809 | $632.8K | 0.14% | −2,939−33.6% | Reduced |
| HighPoint Advisor Group LLC | 5,547 | $621.7K | 0.04% | −530−8.7% | Reduced |
| DMG Group, LLC | 5,667 | $617.3K | 0.50% | +379+7.2% | Added |
| Kestra Investment Management, LLC | 5,610 | $611.1K | 0.03% | +5,610 | New |
| Epoch Investment Partners, Inc. | 5,594 | $609.4K | 0.00% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 5,578 | $607.6K | 0.26% | +1,296+30.3% | Added |
| Whittier Trust Co of Nevada Inc | 5,546 | $604.1K | 0.02% | −16−0.3% | Reduced |
| Mayflower Financial Advisors, LLC | 5,532 | $602.6K | 0.09% | +20.0% | Added |
| Logan Capital Management Inc | 5,531 | $602.5K | 0.02% | −192−3.4% | Reduced |
| Private Wealth Partners, LLC | 5,525 | $601.8K | 0.05% | +2,225+67.4% | Added |
| GPS Wealth Strategies Group, LLC | 5,498 | $598.9K | 0.08% | +693+14.4% | Added |
| Twelve Points Wealth Management LLC | 5,452 | $593.8K | 0.19% | +494+10.0% | Added |
| Caldwell Trust Co | 5,416 | $590.0K | 0.06% | −157−2.8% | Reduced |
| Wealthcare Advisory Partners LLC | 5,375 | $585.5K | 0.02% | +454+9.2% | Added |