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 |
|---|---|---|---|---|---|
| Triumph Capital Management | 3,543 | $385.9K | 0.14% | +3,543 | New |
| Wimmer Associates 1, LLC | 3,540 | $385.6K | 0.19% | +170+5.0% | Added |
| Bartlett & Co. Wealth Management LLC | 3,524 | $383.9K | 0.01% | −940−21.1% | Reduced |
| Camden Capital, LLC | 3,507 | $382.0K | 0.04% | +900+34.5% | Added |
| City Holding Co | 3,495 | $380.7K | 0.05% | −1,775−33.7% | Reduced |
| Signaturefd, LLC | 3,493 | $380.4K | 0.01% | −333−8.7% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,476 | $378.6K | 0.00% | +893+34.6% | Added |
| Aurora Investment Counsel | 3,459 | $376.8K | 0.20% | +10.0% | Added |
| FIL Ltd | 3,458 | $376.7K | 0.00% | +3,458 | New |
| Prairie Sky Financial Group LLC | 3,450 | $375.8K | 0.21% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 3,445 | $375.3K | 0.02% | −383−10.0% | Reduced |
| DoubleLine ETF Adviser LP | 3,433 | $374.0K | 0.09% | −265−7.2% | Reduced |
| Excalibur Management Corp | 3,426 | $373.2K | 0.14% | +93+2.8% | Added |
| Radnor Capital Management, LLC | 3,395 | $370.0K | 0.05% | +1,260+59.0% | Added |
| LVW Advisors, LLC | 3,394 | $369.7K | 0.05% | −2,396−41.4% | Reduced |
| Kingsview Wealth Management, LLC | 3,373 | $367.4K | 0.01% | −294−8.0% | Reduced |
| Boothbay Fund Management, LLC | 3,371 | $367.2K | 0.01% | +1,369+68.4% | Added |
| Strategic Advisors LLC | 3,350 | $364.9K | 0.07% | 00.0% | Unchanged |
| Financial Counselors Inc | 3,333 | $363.1K | 0.01% | +67+2.1% | Added |
| Cullinan Associates Inc | 3,104 | $354.0K | 0.02% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 3,244 | $353.4K | 0.01% | +3,244 | New |
| Clear Harbor Asset Management, LLC | 3,240 | $352.9K | 0.03% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 3,234 | $352.3K | 0.00% | −2−0.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 3,190 | $347.5K | 0.00% | −787−19.8% | Reduced |
| Nilsine Partners, LLC | 3,139 | $341.9K | 0.04% | −81−2.5% | Reduced |
| Prostatis Group LLC | 3,093 | $336.9K | 0.11% | −380−10.9% | Reduced |
| Court Place Advisors, LLC | 3,093 | $336.9K | 0.10% | +10.0% | Added |
| Sit Investment Associates Inc | 3,050 | $332.0K | 0.01% | −1,450−32.2% | Reduced |
| Horizon Investments, LLC | 3,019 | $328.9K | 0.01% | −131−4.2% | Reduced |
| Jacobi Capital Management LLC | 3,001 | $326.9K | 0.02% | +436+17.0% | Added |
| Essex Savings Bank | 2,996 | $326.4K | 0.08% | +749+33.3% | Added |
| Fiduciary Trust Co | 2,983 | $324.9K | 0.00% | −401−11.8% | Reduced |
| Joule Financial, LLC | 2,980 | $324.6K | 0.12% | −365−10.9% | Reduced |
| Clifford Swan Investment Counsel LLC | 2,973 | $323.8K | 0.01% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 2,972 | $323.8K | 0.01% | −627−17.4% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 2,967 | $323.2K | 0.04% | 00.0% | Unchanged |
| Allen Wealth Management, LLC | 2,957 | $322.1K | 0.22% | −162−5.2% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 2,947 | $321.0K | 0.09% | +140+5.0% | Added |
| Meeder Advisory Services, Inc. | 2,942 | $320.5K | 0.02% | −164−5.3% | Reduced |
| PFG Investments, LLC | 2,941 | $320.4K | 0.02% | −15−0.5% | Reduced |
| Leavell Investment Management, Inc. | 2,899 | $315.8K | 0.02% | +10.0% | Added |
| Valeo Financial Advisors, LLC | 2,894 | $315.2K | 0.01% | +7+0.2% | Added |
| Morningstar Investment Management LLC | 2,856 | $313.0K | 0.03% | +11+0.4% | Added |
| HBK Sorce Advisory LLC | 2,845 | $309.9K | 0.01% | −26−0.9% | Reduced |
| TCI Wealth Advisors, Inc. | 2,834 | $308.7K | 0.03% | +121+4.5% | Added |
| Tortoise Investment Management, LLC | 2,819 | $307.1K | 0.03% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 2,800 | $305.0K | 0.08% | 00.0% | Unchanged |
| Central Trust Co | 2,790 | $303.9K | 0.01% | −19−0.7% | Reduced |
| Archford Capital Strategies, LLC | 2,766 | $303.4K | 0.05% | −266−8.8% | Reduced |
| Marino, Stram & Associates LLC | 2,779 | $302.7K | 0.07% | −53−1.9% | Reduced |
| Hazlett, Burt & Watson, Inc. | 2,753 | $302.0K | 0.14% | −99−3.5% | Reduced |
| Ronald Blue Trust, Inc. | 2,615 | $301.5K | 0.00% | +1,965+302.3% | Added |
| Oversea-Chinese Banking CORP Ltd | 2,742 | $298.7K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,726 | $296.9K | 0.03% | −331−10.8% | Reduced |
| Dynamic Technology Lab Private Ltd | 2,714 | $296.0K | 0.03% | −13,340−83.1% | Reduced |
| Hollencrest Capital Management | 2,698 | $293.9K | 0.01% | −375−12.2% | Reduced |
| Hardy Reed LLC | 2,696 | $293.7K | 0.03% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 2,696 | $293.7K | 0.15% | −55−2.0% | Reduced |
| State of Wyoming | 2,685 | $292.5K | 0.04% | +1,592+145.7% | Added |
| Personal Cfo Solutions, LLC | 2,683 | $292.2K | 0.04% | +145+5.7% | Added |
| Sunbelt Securities, Inc. | 2,628 | $286.3K | 0.03% | +1,034+64.9% | Added |
| Becker Capital Management Inc | 2,623 | $285.8K | 0.01% | +3+0.1% | Added |
| Ballentine Partners, LLC | 2,619 | $285.3K | 0.00% | +2,619 | New |
| Insight Folios Inc | 2,612 | $284.6K | 0.10% | +90+3.6% | Added |
| Affinity Investment Advisors, LLC | 2,609 | $284.2K | 0.20% | 00.0% | Unchanged |
| Trust Asset Management LLC | 2,607 | $284.0K | 0.02% | 00.0% | Unchanged |
| MQS Management LLC | 2,594 | $282.6K | 0.16% | +2,594 | New |
| LaFleur & Godfrey LLC | 2,580 | $281.0K | 0.04% | −405−13.6% | Reduced |
| TFG Advisers LLC | 2,437 | $281.0K | 0.10% | −414−14.5% | Reduced |
| Nwam LLC | 2,552 | $278.0K | 0.02% | −11−0.4% | Reduced |
| Jump Financial, LLC | 2,548 | $277.6K | 0.01% | +2,548 | New |
| MBB Public Markets I LLC | 2,520 | $274.5K | 0.02% | −13,279−84.0% | Reduced |
| MTM Investment Management, LLC | 2,528 | $274.2K | 0.11% | +75+3.1% | Added |
| Blossom Wealth Management | 2,513 | $273.7K | 0.55% | +125+5.2% | Added |
| Cypress Asset Management Inc | 2,509 | $273.3K | 0.07% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 2,508 | $273.2K | 0.01% | +2,508 | New |
| Saratoga Research & Investment Management | 2,506 | $273.0K | 0.01% | −2,689−51.8% | Reduced |
| Cidel Asset Management Inc | 2,502 | $272.5K | 0.02% | +129+5.4% | Added |
| Newbridge Financial Services Group, Inc. | 2,472 | $269.3K | 0.09% | +43+1.8% | Added |
| Sheets Smith Wealth Management | 2,449 | $266.7K | 0.03% | −181−6.9% | Reduced |
| Arrow Financial Corp | 2,448 | $266.7K | 0.02% | −66−2.6% | Reduced |
| TL Private Wealth | 2,500 | $266.6K | 0.12% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 2,444 | $266.2K | 0.07% | −159−6.1% | Reduced |
| GW Henssler & Associates Ltd | 2,438 | $265.6K | 0.02% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 2,437 | $265.5K | 0.06% | −1,878−43.5% | Reduced |
| Stevens Capital Management LP | 2,430 | $265.0K | 0.04% | +2,430 | New |
| Presilium Private Wealth, LLC | 2,412 | $262.7K | 0.06% | 00.0% | Unchanged |
| Lincoln Capital LLC | 2,406 | $262.1K | 0.06% | 00.0% | Unchanged |
| Revisor Wealth Management LLC | 2,406 | $262.1K | 0.16% | +14+0.6% | Added |
| Avidian Wealth Solutions, LLC | 2,406 | $262.1K | 0.01% | +16+0.7% | Added |
| HB Wealth Management, LLC | 2,395 | $260.9K | 0.00% | +118+5.2% | Added |
| Miracle Mile Advisors, LLC | 2,389 | $260.2K | 0.01% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 2,359 | $257.0K | 0.04% | −98−4.0% | Reduced |
| Gillespie Robinson & Grimm Inc | 2,350 | $256.0K | 0.02% | −925−28.2% | Reduced |
| FineMark National Bank & Trust | 2,346 | $255.5K | 0.01% | +526+28.9% | Added |
| Code Waechter LLC | 2,342 | $255.0K | 0.24% | +2,342 | New |
| DGS Capital Management, LLC | 2,334 | $254.3K | 0.07% | −566−19.5% | Reduced |
| Liberty Capital Management, Inc. | 2,329 | $253.7K | 0.06% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 2,313 | $252.0K | 0.06% | −655−22.1% | Reduced |
| Bill Few Associates, Inc. | 2,305 | $251.1K | 0.09% | −36−1.5% | Reduced |