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 |
|---|---|---|---|---|---|
| Landscape Capital Management, L.L.C. | 5,327 | $580.3K | 0.06% | +5,327 | New |
| Wynn Capital, LLC | 5,282 | $575.4K | 0.38% | +460+9.5% | Added |
| Fox Run Management, L.L.C. | 5,268 | $573.8K | 0.13% | −1,608−23.4% | Reduced |
| Midwest Financial Group LLC | 5,255 | $572.0K | 0.34% | −228−4.2% | Reduced |
| Prospera Financial Services Inc | 5,233 | $570.1K | 0.01% | −35−0.7% | Reduced |
| Raymond James Trust N.A. | 5,219 | $568.5K | 0.01% | −221−4.1% | Reduced |
| XTX Topco Ltd | 5,199 | $566.3K | 0.04% | −2,819−35.2% | Reduced |
| Great Valley Advisor Group, Inc. | 5,167 | $563.3K | 0.01% | −308−5.6% | Reduced |
| Regions Financial Corp | 5,171 | $563.3K | 0.00% | +4+0.1% | Added |
| Mendel Capital Management LLC | 5,164 | $562.5K | 0.35% | +219+4.4% | Added |
| Baldwin Investment Management, LLC | 5,102 | $555.8K | 0.07% | 00.0% | Unchanged |
| Roberts Capital Advisors, LLC | 5,084 | $553.8K | 0.47% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 5,078 | $553.1K | 0.05% | +216+4.4% | Added |
| Brown Brothers Harriman & Co | 5,073 | $552.6K | 0.00% | +32+0.6% | Added |
| Apriem Advisors | 5,031 | $548.1K | 0.06% | −1,336−21.0% | Reduced |
| BHK Investment Advisors, LLC | 5,028 | $547.8K | 0.20% | −134−2.6% | Reduced |
| Coldstream Capital Management Inc | 4,962 | $543.0K | 0.01% | +1,413+39.8% | Added |
| Resources Investment Advisors, LLC. | 4,887 | $532.3K | 0.01% | −112−2.2% | Reduced |
| Veriti Management LLC | 4,864 | $529.8K | 0.03% | −1,358−21.8% | Reduced |
| TownSquare Capital, LLC | 4,839 | $527.2K | 0.01% | +299+6.6% | Added |
| Jones Financial Companies LLLP | 4,814 | $527.1K | 0.00% | +1,557+47.8% | Added |
| Global Retirement Partners, LLC | 4,811 | $524.0K | 0.02% | −432−8.2% | Reduced |
| Farther Finance Advisors, LLC | 4,764 | $518.9K | 0.02% | +1,128+31.0% | Added |
| Warther Private Wealth, LLC | 4,750 | $517.4K | 0.18% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 4,741 | $516.4K | 0.10% | +4,741 | New |
| ISAM Funds (UK) Ltd | 4,729 | $515.1K | 0.29% | +4,729 | New |
| Capital Management Associates, Inc | 4,728 | $515.0K | 0.21% | +4,728 | New |
| Whittier Trust Co | 4,722 | $514.4K | 0.01% | −78−1.6% | Reduced |
| River Wealth Advisors LLC | 4,720 | $514.1K | 0.07% | −256−5.1% | Reduced |
| Center For Asset Management LLC | 4,719 | $514.1K | 0.31% | +143+3.1% | Added |
| Accel Wealth Management | 4,682 | $510.1K | 0.19% | −332−6.6% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 4,655 | $507.1K | 0.05% | −46−1.0% | Reduced |
| Greenleaf Trust | 4,638 | $505.2K | 0.00% | −596−11.4% | Reduced |
| Gen-Wealth Partners Inc | 4,512 | $504.5K | 0.22% | +390+9.5% | Added |
| Cypress Capital Group | 4,620 | $503.3K | 0.06% | +690+17.6% | Added |
| Siemens Fonds Invest GmbH | 4,591 | $500.1K | 0.04% | +572+14.2% | Added |
| EntryPoint Capital, LLC | 4,575 | $498.4K | 0.28% | +4,575 | New |
| Venture Visionary Partners LLC | 4,510 | $491.3K | 0.02% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 4,509 | $491.2K | 0.11% | −13−0.3% | Reduced |
| NVWM, LLC | 4,496 | $489.7K | 0.12% | +95+2.2% | Added |
| Stephens Inc | 4,495 | $489.6K | 0.01% | −623−12.2% | Reduced |
| J.W. Cole Advisors, Inc. | 4,487 | $488.8K | 0.02% | −1,133−20.2% | Reduced |
| US Asset Management LLC | 4,097 | $485.0K | 0.43% | 00.0% | Unchanged |
| Quest Partners LLC | 4,430 | $482.6K | 0.04% | +4,429+442,900.0% | Added |
| Blueshift Asset Management, LLC | 4,429 | $482.5K | 0.12% | +2,483+127.6% | Added |
| Avantax Advisory Services, Inc. | 4,414 | $480.8K | 0.00% | +2,037+85.7% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 3,700 | $477.8K | 0.00% | −258−6.5% | Reduced |
| Longfellow Investment Management Co LLC | 4,384 | $477.5K | 0.12% | +26+0.6% | Added |
| Vestcor Inc | 4,376 | $477.0K | 0.02% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 4,376 | $476.7K | 0.03% | +50+1.2% | Added |
| Trust Co of Toledo NA | 4,359 | $474.8K | 0.06% | +150+3.6% | Added |
| Paloma Partners Management Co | 4,340 | $472.8K | 0.03% | +4,340 | New |
| Foster & Motley Inc | 4,328 | $471.0K | 0.03% | −789−15.4% | Reduced |
| Summit Financial, LLC | 4,299 | $468.3K | 0.02% | +1,304+43.5% | Added |
| Tower Research Capital LLC (TRC) | 4,257 | $463.7K | 0.01% | −9,950−70.0% | Reduced |
| Tiaa Trust, National Association | 4,235 | $461.3K | 0.00% | −92−2.1% | Reduced |
| Glenview Trust Co | 4,226 | $460.3K | 0.01% | +59+1.4% | Added |
| Visionary Horizons, LLC | 4,225 | $460.2K | 0.31% | −35−0.8% | Reduced |
| Kestra Private Wealth Services, LLC | 4,212 | $458.8K | 0.01% | −107−2.5% | Reduced |
| Wakefield Asset Management LLLP | 4,138 | $450.8K | 0.15% | +51+1.2% | Added |
| Argent Financial Group, Inc. | 4,108 | $447.5K | 0.05% | +4,108 | New |
| Curbstone Financial Management Corp | 4,100 | $446.6K | 0.10% | −1,600−28.1% | Reduced |
| Nexus Investment Management ULC | 4,100 | $446.6K | 0.04% | 00.0% | Unchanged |
| Martingale Asset Management L P | 4,096 | $446.2K | 0.01% | +4,096 | New |
| Petrus Trust Company, LTA | 4,086 | $445.1K | 0.04% | +4,086 | New |
| Pallas Capital Advisors LLC | 3,964 | $444.0K | 0.02% | +380+10.6% | Added |
| Dorsey & Whitney Trust CO LLC | 4,073 | $443.7K | 0.02% | −177−4.2% | Reduced |
| Ferguson Wellman Capital Management, Inc | 4,024 | $438.3K | 0.01% | −61−1.5% | Reduced |
| Aft, Forsyth & Company, Inc. | 4,021 | $438.1K | 0.22% | −199−4.7% | Reduced |
| Vaughan David Investments LLC | 4,020 | $438.0K | 0.01% | −350−8.0% | Reduced |
| Summit Trail Advisors, LLC | 4,013 | $437.2K | 0.01% | −12−0.3% | Reduced |
| Numerai GP LLC | 3,998 | $435.5K | 0.12% | +3,998 | New |
| Thoroughbred Financial Services, LLC | 3,981 | $433.0K | 0.03% | −72−1.8% | Reduced |
| Penobscot Investment Management Company, Inc. | 3,969 | $432.3K | 0.04% | −375−8.6% | Reduced |
| Retirement Planning Co of New England, Inc. | 3,919 | $426.9K | 0.21% | +247+6.7% | Added |
| Krane Funds Advisors LLC | 3,890 | $423.7K | 0.02% | −51−1.3% | Reduced |
| Plimoth Trust Co LLC | 3,846 | $418.9K | 0.11% | −120−3.0% | Reduced |
| Bard Financial Services, Inc. | 3,825 | $416.7K | 0.05% | −250−6.1% | Reduced |
| Brophy Wealth Management, LLC | 3,823 | $416.4K | 0.15% | +3,823 | New |
| Bleakley Financial Group, LLC | 3,821 | $416.2K | 0.01% | +854+28.8% | Added |
| Private Trust Co NA | 3,819 | $416.0K | 0.04% | +952+33.2% | Added |
| Wealth Group, Ltd. | 3,811 | $415.0K | 0.28% | +4+0.1% | Added |
| Morse Asset Management, Inc | 3,803 | $414.3K | 0.09% | −11,635−75.4% | Reduced |
| WBH Advisory Inc | 3,803 | $414.3K | 0.04% | −19−0.5% | Reduced |
| Northcape Wealth Management, LLC | 3,785 | $412.3K | 0.14% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 3,705 | $403.6K | 0.00% | −209−5.3% | Reduced |
| LGT Group Foundation | 3,750 | $402.5K | 0.01% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 3,689 | $401.8K | 0.05% | −101−2.7% | Reduced |
| Main Street Financial Solutions, LLC | 3,676 | $400.4K | 0.04% | +124+3.5% | Added |
| Profund Advisors LLC | 3,675 | $400.3K | 0.02% | +428+13.2% | Added |
| Concurrent Investment Advisors, LLC | 3,673 | $400.1K | 0.01% | −444−10.8% | Reduced |
| IFP Advisors, Inc | 3,673 | $400.0K | 0.01% | +228+6.6% | Added |
| Integrated Wealth Concepts LLC | 3,662 | $398.9K | 0.00% | +438+13.6% | Added |
| Rathbone Brothers plc | 3,620 | $394.3K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 3,607 | $393.0K | 0.02% | +824+29.6% | Added |
| Sequoia Financial Advisors, LLC | 3,589 | $391.0K | 0.00% | −299−7.7% | Reduced |
| West Financial Advisors, LLC | 3,587 | $390.7K | 0.08% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 3,574 | $389.3K | 0.17% | +1,421+66.0% | Added |
| Dakota Wealth Management | 3,570 | $388.9K | 0.01% | −22−0.6% | Reduced |
| Stratos Wealth Advisors, LLC | 3,563 | $388.2K | 0.02% | −128−3.5% | Reduced |