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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, Q4 2024

Institutional positions in Price T Rowe Group Inc as of Dec 31, 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
1,128
+92 vs. Q3 2024
Shares held
171.9M
+5.92M (+3.6%) vs. Q3 2024
Total value
$19.4B
+$1.48B (+8.2%) vs. Q3 2024
New holders
169
397 more added
Sold out
77
397 more reduced

19 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2024: 1,128 institutions
Q1 2021: 1,039 institutionsQ2 2021: 1,079 institutionsQ3 2021: 1,121 institutionsQ4 2021: 1,150 institutionsQ1 2022: 1,104 institutionsQ2 2022: 1,046 institutionsQ3 2022: 1,004 institutionsQ4 2022: 1,024 institutionsQ1 2023: 1,013 institutionsQ2 2023: 1,019 institutionsQ3 2023: 1,017 institutionsQ4 2023: 1,058 institutionsQ1 2024: 1,055 institutionsQ2 2024: 1,070 institutionsQ3 2024: 1,055 institutionsQ4 2024: 1,128 institutionsQ1 2025: 1,087 institutionsQ2 2025: 1,077 institutionsQ3 2025: 1,081 institutionsQ4 2025: 1,128 institutionsQ1 2026: 1,094 institutionsQ2 2026: 1,171 institutions
Value heldQ4 2024: $19.4B
Q1 2021: $27.5BQ2 2021: $32.5BQ3 2021: $32.2BQ4 2021: $32.0BQ1 2022: $24.7BQ2 2022: $19.2BQ3 2022: $18.1BQ4 2022: $19.1BQ1 2023: $19.8BQ2 2023: $19.3BQ3 2023: $17.7BQ4 2023: $17.7BQ1 2024: $20.0BQ2 2024: $18.8BQ3 2024: $18.0BQ4 2024: $19.4BQ1 2025: $15.8BQ2 2025: $17.0BQ3 2025: $17.7BQ4 2025: $18.8BQ1 2026: $16.8BQ2 2026: $21.6B
Institutions holding TROW and their total value by quarter
QuarterHoldersValue
Q2 20261,171$21.6B
Q1 20261,094$16.8B
Q4 20251,128$18.8B
Q3 20251,081$17.7B
Q2 20251,077$17.0B
Q1 20251,087$15.8B
Q4 20241,128$19.4B
Q3 20241,055$18.0B
Q2 20241,070$18.8B
Q1 20241,055$20.0B
Q4 20231,058$17.7B
Q3 20231,017$17.7B
Q2 20231,019$19.3B
Q1 20231,013$19.8B
Q4 20221,024$19.1B
Q3 20221,004$18.1B
Q2 20221,046$19.2B
Q1 20221,104$24.7B
Q4 20211,150$32.0B
Q3 20211,121$32.2B
Q2 20211,079$32.5B
Q1 20211,039$27.5B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Price T Rowe Group Inc; share changes are against Q3 2024.

Institutions holding TROW in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Y.D. More Investments Ltd280$870.00%+155+124.0%Added
West Branch Capital LLC1$1140.00%00.0%Unchanged
Concord Wealth Partners2$2260.00%00.0%Unchanged
WealthTrak Capital Management LLC2$2270.00%+2New
Trust Co4$4520.00%00.0%Unchanged
New Millennium Group LLC4$4520.00%+4New
Parkworth Wealth Management, Inc.4$4520.00%+4New
Oakworth Capital, Inc.5$5650.00%00.0%Unchanged
WestEnd Advisors, LLC5$5650.00%+1+25.0%Added
Principia Wealth Advisory, LLC5$5650.00%+5New
Cornerstone Planning Group LLC6$6820.00%00.0%Unchanged
HHM Wealth Advisors, LLC7$7920.00%+7New
Capital A Wealth Management, LLC7$7920.00%+7New
Coston, McIsaac & Partners17$1.00K0.00%00.0%Unchanged
Lazard Asset Management LLC15$1.00K0.00%+15New
Financial Connections Group, Inc.15$1.00K0.00%+15New
West Paces Advisors Inc.9$1.02K0.00%00.0%Unchanged
Old Second National Bank of Aurora9$1.02K0.00%+9New
Crowley Wealth Management, Inc.9$1.02K0.00%+9New
WPG Advisers, LLC9$1.02K0.00%+9New
Glass Jacobson Investment Advisors llc10$1.13K0.00%00.0%Unchanged
BOK Financial Private Wealth, Inc.10$1.13K0.00%+10New
DHJJ Financial Advisors, Ltd.13$1.47K0.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC14$1.58K0.00%+14New
Clark Wealth Partners16$1.81K0.00%+16New
Northwest Capital Management Inc17$1.92K0.00%00.0%Unchanged
Acima Private Wealth, LLC17$1.92K0.00%00.0%Unchanged
Avion Wealth20$2.00K0.00%00.0%Unchanged
SJS Investment Consulting Inc.18$2.04K0.00%−6−25.0%Reduced
WR Wealth Planners, LLC18$2.04K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.19$2.15K0.00%+1+5.6%Added
Core Alternative Capital21$2.38K0.00%00.0%Unchanged
Caitlin John, LLC22$2.44K0.00%+1+4.8%Added
Winch Advisory Services, LLC23$2.55K0.00%+1+4.5%Added
Bogart Wealth, LLC24$2.71K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.24$2.71K0.00%00.0%Unchanged
Leonteq Securities AG26$2.94K0.00%+26New
Quest 10 Wealth Builders, Inc.26$2.94K0.00%+26New
Abound Wealth Management27$3.06K0.00%00.0%Unchanged
Valued Wealth Advisors LLC30$3.39K0.00%+4+15.4%Added
Dunhill Financial, LLC31$3.56K0.00%+12+63.2%Added
Bruce G. Allen Investments, LLC34$3.85K0.00%−6−15.0%Reduced
Whipplewood Advisors, LLC35$3.96K0.00%+35New
Contravisory Investment Management, Inc.37$4.18K0.00%+37New
Cherry Tree Wealth Management, LLC38$4.24K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC38$4.30K0.00%00.0%Unchanged
Ancora Advisors, LLC39$4.41K0.00%00.0%Unchanged
BankPlus Trust Department39$4.41K0.00%+39New
Motco40$4.52K0.00%00.0%Unchanged
Red Tortoise LLC40$4.52K0.00%00.0%Unchanged
Grove Bank & Trust40$4.52K0.00%+19+90.5%Added
Montag & Caldwell, LLC40$4.52K0.00%+40New
Prestige Wealth Management Group LLC42$4.75K0.00%00.0%Unchanged
Bellevue Asset Management, LLC43$4.86K0.00%+43New
Mark Sheptoff Financial Planning, LLC48$5.43K0.00%00.0%Unchanged
Sound Income Strategies, LLC48$5.43K0.00%+4+9.1%Added
Tucker Asset Management LLC49$5.57K0.00%00.0%Unchanged
Morse Asset Management, Inc50$5.66K0.00%−3,753−98.7%Reduced
Operose Advisors LLC50$5.66K0.00%−130−72.2%Reduced
VSM Wealth Advisory, LLC50$5.66K0.00%+50New
Legacy Investment Solutions, LLC55$6.06K0.00%00.0%Unchanged
Legacy Wealth Managment, LLC55$6.06K0.00%00.0%Unchanged
Zions Bancorporation, N.A.55$6.22K0.00%00.0%Unchanged
Sierra Ocean, LLC60$6.81K0.01%+60New
Atala Financial Inc61$6.90K0.00%+61New
Raffa Wealth Management, LLC61$6.91K0.00%+24+64.9%Added
Harvest Fund Management Co., Ltd63$7.00K0.00%00.0%Unchanged
AdvisorNet Financial, Inc68$7.69K0.00%+64+1,600.0%Added
Costello Asset Management, INC70$7.92K0.01%00.0%Unchanged
First Pacific Financial75$8.48K0.00%00.0%Unchanged
HM Payson & Co75$8.48K0.00%+75New
JNBA Financial Advisors77$8.71K0.00%00.0%Unchanged
Riverview Trust Co80$9.05K0.01%−285−78.1%Reduced
Wingate Wealth Advisors, Inc.80$9.05K0.01%+80New
Medallion Wealth Advisors, LLC80$9.05K0.00%+80New
Highline Wealth Partners LLC83$9.33K0.00%+12+16.9%Added
Millstone Evans Group, LLC83$9.39K0.01%+83New
Ruedi Wealth Management, Inc.87$9.84K0.00%00.0%Unchanged
Atticus Wealth Management, LLC90$10.2K0.00%00.0%Unchanged
Webster Bank, N. A.91$10.3K0.00%00.0%Unchanged
Guardian Wealth Management, Inc.95$10.8K0.01%+1+1.1%Added
Farmers & Merchants Trust Co of Chambersburg PA100$11.0K0.00%−12−10.7%Reduced
Continuum Advisory, LLC98$11.1K0.00%+11+12.6%Added
Eukles Asset Management100$11.3K0.00%00.0%Unchanged
Mascoma Wealth Management LLC100$11.3K0.00%00.0%Unchanged
Fortitude Family Office, LLC100$11.3K0.00%+8+8.7%Added
Vision Financial Markets LLC100$11.3K0.01%+100New
Caldwell Sutter Capital, Inc.118$13.3K0.01%00.0%Unchanged
Ritter Daniher Financial Advisory LLC125$14.1K0.00%+125New
Pineridge Advisors LLC126$14.2K0.01%+126New
Capital Advisors, Ltd. LLC136$15.0K0.00%00.0%Unchanged
Private Wealth Management Group, LLC134$15.2K0.01%00.0%Unchanged
Future Financial Wealth Managment LLC135$15.3K0.01%00.0%Unchanged
Aspect Partners, LLC135$15.3K0.01%00.0%Unchanged
Kozak & Associates, Inc.136$15.6K0.00%−100−42.4%Reduced
Fourth Dimension Wealth, LLC140$15.8K0.01%+140New
Barrett & Company, Inc.150$17.0K0.01%00.0%Unchanged
Oarsman Capital, Inc.150$17.0K0.00%00.0%Unchanged
Ransom Advisory, Ltd150$17.0K0.01%00.0%Unchanged
Atlantic Private Wealth, LLC150$17.0K0.01%00.0%Unchanged