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 |
|---|---|---|---|---|---|
| Kapitalo Investimentos Ltda | 1,023 | $115.7K | 0.08% | +1,023 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 1,027 | $116.1K | 0.03% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 1,055 | $119.3K | 0.01% | +1,055 | New |
| SBI Securities Co., Ltd. | 1,091 | $123.4K | 0.00% | +1,091 | New |
| Geneos Wealth Management Inc. | 1,160 | $131.2K | 0.00% | +8+0.7% | Added |
| Smartleaf Asset Management LLC | 1,160 | $132.1K | 0.01% | +288+33.0% | Added |
| Davis Capital Management | 1,170 | $132.3K | 0.11% | +1,170 | New |
| Spire Wealth Management | 1,193 | $134.9K | 0.00% | +7+0.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,198 | $135.5K | 0.00% | +994+487.3% | Added |
| Group One Trading, L.P. | 1,230 | $139.1K | 0.00% | +1,230 | New |
| Proequities, Inc. | 1,260 | $143.1K | 0.01% | −13−1.0% | Reduced |
| Westpac Banking Corp | 1,291 | $146.0K | 0.01% | +291+29.1% | Added |
| Evermay Wealth Management LLC | 1,340 | $151.5K | 0.02% | 00.0% | Unchanged |
| South Dakota Investment Council | 1,398 | $158.0K | 0.00% | +1,398 | New |
| Financiere des Professionnels - Fonds d,investissement inc. | 1,400 | $158.3K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,429 | $161.6K | 0.01% | −15−1.0% | Reduced |
| Ci Investments Inc. | 1,457 | $165.0K | 0.00% | +632+76.6% | Added |
| Key Financial Inc | 1,493 | $168.8K | 0.04% | +19+1.3% | Added |
| Ossiam | 1,514 | $171.2K | 0.00% | −44,779−96.7% | Reduced |
| EverSource Wealth Advisors, LLC | 1,547 | $174.9K | 0.01% | +1,145+284.8% | Added |
| Perritt Capital Management Inc | 1,569 | $177.5K | 0.09% | +77+5.2% | Added |
| Pittenger & Anderson Inc | 1,573 | $177.9K | 0.01% | −13−0.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,597 | $180.6K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 1,608 | $181.8K | 0.03% | +75+4.9% | Added |
| Perkins Coie Trust Co | 1,644 | $185.9K | 0.04% | 00.0% | Unchanged |
| Ostrum Asset Management | 1,722 | $194.7K | 0.02% | −72−4.0% | Reduced |
| Bender Robert & Associates | 1,770 | $200.2K | 0.05% | +1,770 | New |
| Wealth Management Associates, Inc. | 1,770 | $200.2K | 0.09% | +1,770 | New |
| Somerville Kurt F | 1,800 | $203.6K | 0.03% | +1,800 | New |
| Catalyst Funds Management Pty Ltd | 1,800 | $203.6K | 0.05% | +1,800 | New |
| Code Waechter LLC | 1,809 | $204.6K | 0.18% | −533−22.8% | Reduced |
| Whitener Capital Management, Inc. | 1,825 | $206.4K | 0.06% | +1,825 | New |
| Whittier Trust Co | 1,827 | $206.6K | 0.00% | −2,895−61.3% | Reduced |
| Wesbanco Bank Inc | 1,827 | $206.6K | 0.01% | +1,827 | New |
| Central Valley Advisors, LLC | 1,833 | $207.3K | 0.09% | +1,833 | New |
| Revisor Wealth Management LLC | 1,853 | $208.2K | 0.19% | −553−23.0% | Reduced |
| Lifeworks Advisors, LLC | 1,845 | $208.7K | 0.04% | +1,845 | New |
| Conning Inc. | 1,855 | $209.8K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 1,851 | $210.8K | 0.03% | +1,180+175.9% | Added |
| Roberts Glore & Co Inc | 1,875 | $212.0K | 0.06% | 00.0% | Unchanged |
| David Loasby | 1,973 | $214.1K | 0.02% | +1,973 | New |
| Koshinski Asset Management, Inc. | 1,894 | $214.2K | 0.02% | +1,894 | New |
| IAM Advisory, LLC | 1,903 | $215.2K | 0.05% | −4−0.2% | Reduced |
| Principal Securities, Inc. | 1,905 | $215.4K | 0.00% | +173+10.0% | Added |
| Loudon Investment Management, LLC | 1,910 | $216.0K | 0.12% | +1,910 | New |
| Main Street Group, LTD | 1,920 | $217.1K | 0.08% | 00.0% | Unchanged |
| Covestor Ltd | 1,930 | $218.0K | 0.14% | +364+23.2% | Added |
| Keystone Financial Services | 1,929 | $218.2K | 0.08% | +44+2.3% | Added |
| Prelude Capital Management, LLC | 1,930 | $218.3K | 0.02% | +1,930 | New |
| Syon Capital LLC | 1,936 | $218.9K | 0.02% | −27−1.4% | Reduced |
| Joel Isaacson & Co., LLC | 1,936 | $218.9K | 0.01% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 1,950 | $220.5K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 1,970 | $222.8K | 0.02% | −1,849−48.4% | Reduced |
| Federated Hermes, Inc. | 1,979 | $223.8K | 0.00% | +1,151+139.0% | Added |
| Moors & Cabot, Inc. | 1,996 | $225.7K | 0.01% | +40+2.0% | Added |
| Rathbone Brothers plc | 2,000 | $226.2K | 0.00% | −1,620−44.8% | Reduced |
| GenTrust, LLC | 2,000 | $226.2K | 0.01% | 00.0% | Unchanged |
| Weil Company, Inc. | 2,001 | $226.3K | 0.08% | +20+1.0% | Added |
| Nicolet Bankshares Inc | 2,008 | $227.1K | 0.05% | −305−13.2% | Reduced |
| Equitable Holdings, Inc. | 2,017 | $228.1K | 0.00% | −50−2.4% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 2,040 | $230.7K | 0.05% | +2,040 | New |
| Marino, Stram & Associates LLC | 2,052 | $232.1K | 0.05% | −727−26.2% | Reduced |
| Citizens Financial Group Inc | 2,067 | $233.8K | 0.00% | 00.0% | Unchanged |
| GWN Securities Inc. | 2,047 | $233.9K | 0.06% | +2,047 | New |
| Phoenix Wealth Advisors | 2,074 | $234.5K | 0.10% | −67−3.1% | Reduced |
| Sachetta, LLC | 2,074 | $234.6K | 0.09% | −89−4.1% | Reduced |
| Smith Shellnut Wilson LLC | 2,075 | $234.7K | 0.10% | +2,075 | New |
| Range Financial Group LLC | 2,077 | $234.9K | 0.11% | −11−0.5% | Reduced |
| USA Financial Portformulas Corp | 2,093 | $236.7K | 0.04% | −266−11.3% | Reduced |
| United Advisor Group, LLC | 2,106 | $238.2K | 0.05% | −73−3.4% | Reduced |
| Keebeck Alpha, LP | 2,106 | $238.2K | 0.25% | +2,106 | New |
| Aptus Capital Advisors, LLC | 2,108 | $238.4K | 0.00% | +2,108 | New |
| Peapack Gladstone Financial Corp | 2,120 | $240.0K | 0.00% | 00.0% | Unchanged |
| Cooper Financial Group | 2,124 | $240.2K | 0.03% | +2,124 | New |
| Aegis Wealth Management LLC | 2,125 | $240.3K | 0.16% | +2,125 | New |
| Radnor Capital Management, LLC | 2,135 | $241.0K | 0.04% | −1,260−37.1% | Reduced |
| Ameritas Advisory Services, LLC | 2,142 | $242.2K | 0.01% | −58−2.6% | Reduced |
| Chicago Partners Investment Group LLC | 2,149 | $242.5K | 0.01% | +85+4.1% | Added |
| Archer Investment Corp | 2,157 | $243.9K | 0.07% | 00.0% | Unchanged |
| Paulson Wealth Management Inc. | 2,166 | $245.0K | 0.07% | +138+6.8% | Added |
| Etesian Wealth Advisors, Inc. | 2,169 | $245.3K | 0.11% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 2,178 | $246.3K | 0.02% | +7+0.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,181 | $246.6K | 0.00% | −1,295−37.3% | Reduced |
| Astoria Portfolio Advisors LLC. | 2,204 | $247.0K | 0.09% | +2,204 | New |
| CSS LLC | 2,200 | $248.8K | 0.01% | +2,200 | New |
| Kingswood Wealth Advisors, LLC | 2,214 | $250.4K | 0.02% | +2,214 | New |
| Callan Family Office, LLC | 2,225 | $251.6K | 0.02% | +2,225 | New |
| Van Strum & Towne Inc. | 2,230 | $252.2K | 0.09% | +2,230 | New |
| Icon Wealth Advisors, LLC | 2,230 | $252.2K | 0.02% | +254+12.9% | Added |
| FineMark National Bank & Trust | 2,241 | $253.4K | 0.01% | −105−4.5% | Reduced |
| First Affirmative Financial Network | 2,244 | $253.8K | 0.15% | +179+8.7% | Added |
| Steel Peak Wealth Management LLC | 2,248 | $254.2K | 0.01% | +2,248 | New |
| Moody National Bank Trust Division | 2,252 | $254.7K | 0.03% | −6−0.3% | Reduced |
| Cigna Investments Inc | 2,261 | $255.0K | 0.04% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 2,258 | $255.4K | 0.02% | 00.0% | Unchanged |
| PUREfi Wealth, LLC | 2,273 | $257.1K | 0.25% | +2,273 | New |
| Strategy Asset Managers LLC | 2,277 | $257.5K | 0.05% | +108+5.0% | Added |
| Riverbend Wealth Management, LLC | 2,276 | $257.7K | 0.23% | +2,276 | New |
| Darwin Advisors, LLC | 2,280 | $257.9K | 0.09% | −164−6.7% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 2,300 | $260.1K | 0.20% | 00.0% | Unchanged |