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 |
|---|---|---|---|---|---|
| Barnes Pettey Financial Advisors, LLC | 2,300 | $250.5K | 0.20% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 2,298 | $250.3K | 0.02% | +174+8.2% | Added |
| Walleye Capital LLC | 2,297 | $250.2K | 0.00% | +1,525+197.5% | Added |
| LMR Partners LLP | 2,288 | $249.2K | 0.01% | +2,288 | New |
| Guinness Asset Management LTD | 2,273 | $247.6K | 0.00% | −259−10.2% | Reduced |
| Cigna Investments Inc | 2,261 | $247.0K | 0.04% | −58−2.5% | Reduced |
| Fukoku Mutual Life Insurance Co | 2,258 | $246.0K | 0.02% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 2,258 | $246.0K | 0.03% | +2,258 | New |
| West Coast Financial LLC | 2,230 | $242.9K | 0.03% | 00.0% | Unchanged |
| Hoxton Planning & Management, LLC | 2,229 | $242.8K | 0.09% | +2,229 | New |
| National Asset Management, Inc. | 2,247 | $241.6K | 0.01% | −230−9.3% | Reduced |
| Ameritas Advisory Services, LLC | 2,200 | $239.6K | 0.01% | +44+2.0% | Added |
| LCNB Corp | 2,195 | $239.1K | 0.08% | +85+4.0% | Added |
| United Advisor Group, LLC | 2,179 | $237.4K | 0.05% | +210+10.7% | Added |
| Checchi Capital Advisers, LLC | 2,178 | $237.3K | 0.02% | +97+4.7% | Added |
| Soltis Investment Advisors LLC | 2,171 | $236.5K | 0.02% | −75−3.3% | Reduced |
| Etesian Wealth Advisors, Inc. | 2,169 | $236.3K | 0.11% | −357−14.1% | Reduced |
| Strategy Asset Managers LLC | 2,169 | $236.2K | 0.05% | +95+4.6% | Added |
| Sachetta, LLC | 2,163 | $235.6K | 0.09% | +417+23.9% | Added |
| Morningstar Investment Services LLC | 2,146 | $235.0K | 0.00% | +2,146 | New |
| Archer Investment Corp | 2,157 | $235.0K | 0.06% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 2,141 | $233.2K | 0.11% | −64−2.9% | Reduced |
| Peapack Gladstone Financial Corp | 2,120 | $231.0K | 0.00% | −13−0.6% | Reduced |
| Range Financial Group LLC | 2,088 | $227.4K | 0.31% | −994−32.3% | Reduced |
| Annapolis Financial Services, LLC | 2,085 | $227.1K | 0.07% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 2,064 | $226.1K | 0.01% | +2,064 | New |
| Citizens Financial Group Inc | 2,067 | $225.2K | 0.00% | −850−29.1% | Reduced |
| Equitable Holdings, Inc. | 2,067 | $225.2K | 0.00% | −164−7.4% | Reduced |
| Inceptionr LLC | 2,065 | $224.9K | 0.05% | +2,065 | New |
| First Affirmative Financial Network | 2,065 | $224.9K | 0.12% | +283+15.9% | Added |
| Waldron Private Wealth LLC | 2,051 | $223.5K | 0.01% | −67−3.2% | Reduced |
| Paulson Wealth Management Inc. | 2,028 | $220.9K | 0.06% | 00.0% | Unchanged |
| GenTrust, LLC | 2,000 | $217.9K | 0.01% | 00.0% | Unchanged |
| Weil Company, Inc. | 1,981 | $215.7K | 0.07% | +23+1.2% | Added |
| Icon Wealth Advisors, LLC | 1,976 | $215.2K | 0.02% | +184+10.3% | Added |
| Syon Capital LLC | 1,963 | $213.8K | 0.02% | −140−6.7% | Reduced |
| SC&H Financial Advisors, Inc. | 1,959 | $213.4K | 0.05% | +180+10.1% | Added |
| Moors & Cabot, Inc. | 1,956 | $213.1K | 0.01% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 1,950 | $212.4K | 0.01% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 1,948 | $212.2K | 0.00% | +1,948 | New |
| Joel Isaacson & Co., LLC | 1,936 | $210.9K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 1,920 | $209.1K | 0.08% | −100−5.0% | Reduced |
| IAM Advisory, LLC | 1,907 | $207.7K | 0.05% | +22+1.2% | Added |
| Keystone Financial Services | 1,885 | $205.4K | 0.08% | +92+5.1% | Added |
| Roberts Glore & Co Inc | 1,875 | $204.2K | 0.06% | −290−13.4% | Reduced |
| Dark Forest Capital Management LP | 1,859 | $202.5K | 0.03% | +1,859 | New |
| Conning Inc. | 1,855 | $202.1K | 0.01% | 00.0% | Unchanged |
| Dearborn Partners LLC | 1,851 | $201.6K | 0.01% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 4,027 | $200.1K | 0.00% | +4,027 | New |
| Ostrum Asset Management | 1,794 | $195.4K | 0.02% | +22+1.2% | Added |
| Principal Securities, Inc. | 1,732 | $188.7K | 0.00% | +74+4.5% | Added |
| Perkins Coie Trust Co | 1,644 | $179.1K | 0.04% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,597 | $173.9K | 0.01% | +1,300+437.7% | Added |
| Pittenger & Anderson Inc | 1,586 | $172.8K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 1,566 | $170.0K | 0.11% | −55−3.4% | Reduced |
| Western Pacific Wealth Management, LP | 1,535 | $167.2K | 0.11% | +900+141.7% | Added |
| Colonial Trust Co | 1,533 | $167.0K | 0.03% | +3+0.2% | Added |
| Perritt Capital Management Inc | 1,492 | $162.5K | 0.08% | +34+2.3% | Added |
| Key Financial Inc | 1,474 | $160.6K | 0.04% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 1,450 | $157.9K | 0.03% | +1,450 | New |
| Quadrant Capital Group LLC | 1,444 | $157.3K | 0.01% | −214−12.9% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 1,400 | $152.5K | 0.01% | +1,400 | New |
| Evermay Wealth Management LLC | 1,340 | $146.0K | 0.02% | −435−24.5% | Reduced |
| Proequities, Inc. | 1,273 | $138.7K | 0.01% | −125−8.9% | Reduced |
| Massmutual Trust Co FSB | 1,229 | $133.9K | 0.00% | −99−7.5% | Reduced |
| Spire Wealth Management | 1,186 | $129.2K | 0.00% | −82−6.5% | Reduced |
| Geneos Wealth Management Inc. | 1,152 | $125.5K | 0.00% | +15+1.3% | Added |
| Independence Bank of Kentucky | 1,050 | $114.4K | 0.02% | +1,050 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 1,027 | $111.9K | 0.03% | −81−7.3% | Reduced |
| Lindbrook Capital, LLC | 1,015 | $110.6K | 0.01% | −46−4.3% | Reduced |
| Westpac Banking Corp | 1,000 | $108.9K | 0.01% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 1,000 | $108.9K | 0.02% | 00.0% | Unchanged |
| Bank of New Hampshire | 985 | $107.3K | 0.03% | −45−4.4% | Reduced |
| Harbour Investments, Inc. | 976 | $106.3K | 0.00% | −110−10.1% | Reduced |
| Exchange Traded Concepts, LLC | 966 | $105.2K | 0.00% | +966 | New |
| Sentry Investment Management LLC | 962 | $105.0K | 0.04% | +962 | New |
| Duncker Streett & Co Inc | 950 | $103.5K | 0.02% | −100−9.5% | Reduced |
| Acropolis Investment Management, LLC | 935 | $101.8K | 0.01% | +935 | New |
| CNB Bank | 910 | $99.1K | 0.05% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 872 | $95.5K | 0.01% | +624+251.6% | Added |
| Federated Hermes, Inc. | 828 | $90.2K | 0.00% | +692+508.8% | Added |
| Ci Investments Inc. | 825 | $90.0K | 0.00% | +164+24.8% | Added |
| Studio Investment Management LLC | 779 | $84.9K | 0.02% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 756 | $82.4K | 0.00% | +756 | New |
| DT Investment Partners, LLC | 743 | $80.9K | 0.01% | +43+6.1% | Added |
| Evolution Advisers, Inc. | 721 | $78.0K | 0.04% | +9+1.3% | Added |
| Planned Solutions, Inc. | 710 | $77.3K | 0.03% | +710 | New |
| Gilliland Jeter Wealth Management LLC | 707 | $77.0K | 0.02% | +707 | New |
| Coppell Advisory Solutions LLC | 671 | $73.5K | 0.01% | +671 | New |
| Roble, Belko & Company, Inc | 660 | $72.0K | 0.01% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 625 | $67.0K | 0.04% | +4+0.6% | Added |
| Viking Fund Management LLC | 600 | $65.4K | 0.01% | 00.0% | Unchanged |
| Security National Bank | 600 | $65.4K | 0.01% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 600 | $65.0K | 0.04% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 595 | $65.0K | 0.00% | +48+8.8% | Added |
| Aster Capital Management (DIFC) Ltd | 589 | $64.2K | 0.01% | +589 | New |
| Indiana Trust & Investment Management CO | 567 | $61.8K | 0.02% | +17+3.1% | Added |
| CVA Family Office, LLC | 553 | $60.2K | 0.01% | +91+19.7% | Added |
| Clean Yield Group | 551 | $60.0K | 0.02% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 547 | $59.6K | 0.00% | 00.0% | Unchanged |