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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Price T Rowe Group Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Accordant Advisory Group Inc | 150 | $17.0K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 150 | $17.0K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 155 | $17.5K | 0.01% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 161 | $17.5K | 0.00% | +161 | New |
| Bell Investment Advisors, Inc | 160 | $18.1K | 0.00% | +28+21.2% | Added |
| North Ridge Wealth Advisors, Inc. | 160 | $18.1K | 0.01% | +160 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 164 | $18.7K | 0.00% | −16−8.9% | Reduced |
| Montag A & Associates Inc | 165 | $18.7K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 172 | $19.5K | 0.00% | −59−25.5% | Reduced |
| Rise Advisors, LLC | 174 | $19.7K | 0.01% | +2+1.2% | Added |
| Versant Capital Management, Inc | 180 | $20.4K | 0.00% | +26+16.9% | Added |
| Asset Dedication, LLC | 186 | $21.0K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 187 | $21.1K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 200 | $22.6K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 200 | $22.6K | 0.01% | 00.0% | Unchanged |
| Union Savings Bank | 200 | $22.6K | 0.01% | 00.0% | Unchanged |
| Aspetuck Financial Management LLC | 200 | $22.6K | 0.02% | +200 | New |
| Raleigh Capital Management Inc. | 206 | $23.3K | 0.01% | +171+488.6% | Added |
| Bank & Trust Co | 206 | $23.3K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 231 | $26.1K | 0.01% | +93+67.4% | Added |
| Curio Wealth, LLC | 235 | $26.6K | 0.01% | +235 | New |
| Piscataqua Savings Bank | 241 | $27.3K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 242 | $27.4K | 0.01% | −42−14.8% | Reduced |
| CoreCap Advisors, LLC | 242 | $27.4K | 0.00% | +49+25.4% | Added |
| Hexagon Capital Partners LLC | 252 | $28.5K | 0.01% | −42−14.3% | Reduced |
| Fedenia Advisers LLC | 260 | $29.4K | 0.02% | +260 | New |
| Beacon Capital Management, LLC | 263 | $29.8K | 0.00% | +2+0.8% | Added |
| Bayforest Capital Ltd | 265 | $30.0K | 0.04% | +265 | New |
| TD Waterhouse Canada Inc. | 268 | $30.3K | 0.00% | −29−9.8% | Reduced |
| PSI Advisors, LLC | 270 | $30.5K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 270 | $30.6K | 0.01% | +20+8.0% | Added |
| Plante Moran Financial Advisors, LLC | 275 | $31.1K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 285 | $32.2K | 0.01% | −90−24.0% | Reduced |
| Stonebridge Financial Group, LLC | 285 | $32.2K | 0.00% | +285 | New |
| TD Private Client Wealth LLC | 300 | $33.9K | 0.00% | −35−10.4% | Reduced |
| GW&K Investment Management, LLC | 298 | $34.0K | 0.00% | −7−2.3% | Reduced |
| Advantage Trust Co | 305 | $34.5K | 0.02% | +100+48.8% | Added |
| Park Place Capital Corp | 316 | $35.7K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 318 | $36.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 337 | $38.1K | 0.00% | +4+1.2% | Added |
| Iron Horse Wealth Management, LLC | 341 | $38.6K | 0.01% | +110+47.6% | Added |
| True Wealth Design, LLC | 342 | $38.6K | 0.01% | +6+1.8% | Added |
| Bangor Savings Bank | 350 | $39.6K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 365 | $41.3K | 0.00% | +85+30.4% | Added |
| Signature Resources Capital Management, LLC | 366 | $41.4K | 0.04% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 359 | $42.0K | 0.02% | +359 | New |
| MV Capital Management, Inc. | 371 | $42.0K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 381 | $43.1K | 0.00% | −119−23.8% | Reduced |
| Silvant Capital Management LLC | 381 | $43.1K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 391 | $44.0K | 0.01% | −13−3.2% | Reduced |
| ORG Partners LLC | 400 | $45.2K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 408 | $46.1K | 0.00% | −51−11.1% | Reduced |
| Independence Bank of Kentucky | 425 | $48.1K | 0.01% | −625−59.5% | Reduced |
| SRS Capital Advisors, Inc. | 431 | $48.7K | 0.00% | −39−8.3% | Reduced |
| Smithfield Trust Co | 425 | $49.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 434 | $49.1K | 0.00% | +86+24.7% | Added |
| Washington Trust Co | 465 | $52.6K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 496 | $56.1K | 0.00% | −6−1.2% | Reduced |
| Skopos Labs, Inc. | 497 | $56.1K | 0.02% | +98+24.6% | Added |
| Clear Street Markets LLC | 500 | $56.5K | 0.02% | +500 | New |
| Sawyer & Company, Inc | 500 | $57.0K | 0.02% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 508 | $57.5K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 519 | $58.7K | 0.00% | −2−0.4% | Reduced |
| Caitong International Asset Management Co., Ltd | 520 | $58.8K | 0.06% | +520 | New |
| Parkside Financial Bank & Trust | 530 | $59.9K | 0.01% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 542 | $61.3K | 0.04% | +542 | New |
| North Star Investment Management Corp. | 547 | $61.9K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 551 | $62.3K | 0.02% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 567 | $64.1K | 0.02% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 581 | $65.0K | 0.00% | +563+3,127.8% | Added |
| Keener Financial Planning LLC | 600 | $67.0K | 0.04% | 00.0% | Unchanged |
| Studio Investment Management LLC | 599 | $67.7K | 0.01% | −180−23.1% | Reduced |
| Viking Fund Management LLC | 600 | $67.9K | 0.01% | 00.0% | Unchanged |
| Security National Bank | 600 | $67.9K | 0.01% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 603 | $68.2K | 0.04% | −22−3.5% | Reduced |
| Western Pacific Wealth Management, LP | 635 | $71.8K | 0.06% | −900−58.6% | Reduced |
| Roble, Belko & Company, Inc | 660 | $75.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 668 | $75.5K | 0.00% | −1,947−74.5% | Reduced |
| Quent Capital, LLC | 690 | $78.0K | 0.01% | +187+37.2% | Added |
| Massmutual Trust Co FSB | 707 | $80.0K | 0.00% | −522−42.5% | Reduced |
| Venturi Wealth Management, LLC | 719 | $81.3K | 0.00% | +400+125.4% | Added |
| Quest Partners LLC | 721 | $81.5K | 0.01% | −3,709−83.7% | Reduced |
| Evolution Advisers, Inc. | 728 | $82.0K | 0.04% | +7+1.0% | Added |
| Catalyst Capital Advisors LLC | 726 | $82.1K | 0.00% | −30−4.0% | Reduced |
| DT Investment Partners, LLC | 743 | $84.0K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 759 | $85.8K | 0.00% | −207−21.4% | Reduced |
| McIlrath & Eck, LLC | 761 | $86.1K | 0.01% | +727+2,138.2% | Added |
| Groupe la Francaise | 749 | $86.1K | 0.00% | +749 | New |
| Sentry Investment Management LLC | 827 | $94.0K | 0.04% | −135−14.0% | Reduced |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 850 | $96.1K | 0.06% | +850 | New |
| CVA Family Office, LLC | 857 | $96.9K | 0.02% | +304+55.0% | Added |
| Newbridge Financial Services Group, Inc. | 872 | $98.7K | 0.03% | −1,600−64.7% | Reduced |
| Harbour Investments, Inc. | 908 | $102.7K | 0.00% | −68−7.0% | Reduced |
| CNB Bank | 910 | $102.9K | 0.05% | 00.0% | Unchanged |
| Bank of New Hampshire | 920 | $104.0K | 0.03% | −65−6.6% | Reduced |
| Lee Danner & Bass Inc | 920 | $104.0K | 0.01% | +920 | New |
| Acropolis Investment Management, LLC | 935 | $105.7K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 950 | $107.4K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 956 | $108.1K | 0.01% | −59−5.8% | Reduced |
| Thompson Investment Management, Inc. | 1,000 | $113.1K | 0.02% | 00.0% | Unchanged |