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 |
|---|---|---|---|---|---|
| Cornerstone Wealth Management, LLC | 2,310 | $261.2K | 0.02% | +12+0.5% | Added |
| Greenleaf Trust | 2,316 | $261.9K | 0.00% | −2,322−50.1% | Reduced |
| Liberty Capital Management, Inc. | 2,329 | $263.4K | 0.06% | 00.0% | Unchanged |
| DRW Securities, LLC | 2,340 | $264.6K | 0.02% | +2,340 | New |
| GW Henssler & Associates Ltd | 2,438 | $265.6K | 0.02% | 00.0% | Unchanged |
| Fiduciary Financial Group, LLC | 2,477 | $268.9K | 0.06% | +2,477 | New |
| EntryPoint Capital, LLC | 2,386 | $269.8K | 0.11% | −2,189−47.8% | Reduced |
| Sheets Smith Wealth Management | 2,389 | $270.2K | 0.03% | −60−2.4% | Reduced |
| FNY Investment Advisers, LLC | 2,400 | $271.0K | 0.14% | +2,400 | New |
| Arrow Financial Corp | 2,398 | $271.2K | 0.03% | −50−2.0% | Reduced |
| Lincoln Capital LLC | 2,406 | $272.1K | 0.06% | 00.0% | Unchanged |
| Presilium Private Wealth, LLC | 2,412 | $272.8K | 0.06% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 2,419 | $273.6K | 0.02% | +241+11.1% | Added |
| Park Capital Management, LLC | 2,429 | $274.7K | 0.33% | +2,429 | New |
| Dakota Wealth Management | 2,436 | $275.5K | 0.01% | −1,134−31.8% | Reduced |
| MTM Investment Management, LLC | 2,439 | $275.9K | 0.11% | −89−3.5% | Reduced |
| Wealth Alliance Advisory Group, LLC | 2,444 | $276.4K | 0.06% | +7+0.3% | Added |
| Bingham Private Wealth, LLC | 2,465 | $278.8K | 0.30% | +2,465 | New |
| Credit Industriel Et Commercial | 2,469 | $279.2K | 0.07% | +2,469 | New |
| Bill Few Associates, Inc. | 2,470 | $279.3K | 0.10% | +165+7.2% | Added |
| Sagespring Wealth Partners, LLC | 2,478 | $280.2K | 0.01% | +2,478 | New |
| LCNB Corp | 2,495 | $282.2K | 0.10% | +300+13.7% | Added |
| Meeder Advisory Services, Inc. | 2,501 | $282.9K | 0.02% | −441−15.0% | Reduced |
| Cidel Asset Management Inc | 2,502 | $283.0K | 0.02% | 00.0% | Unchanged |
| TL Private Wealth | 2,500 | $283.3K | 0.13% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 2,507 | $283.5K | 0.02% | −327−11.5% | Reduced |
| Cypress Asset Management Inc | 2,509 | $283.7K | 0.07% | 00.0% | Unchanged |
| National Asset Management, Inc. | 2,519 | $284.9K | 0.01% | +272+12.1% | Added |
| Choate Investment Advisors | 2,556 | $289.1K | 0.01% | +2,556 | New |
| Archford Capital Strategies, LLC | 2,566 | $290.2K | 0.04% | −200−7.2% | Reduced |
| Novem Group | 2,571 | $290.8K | 0.04% | +2,571 | New |
| LaFleur & Godfrey LLC | 2,580 | $291.8K | 0.04% | 00.0% | Unchanged |
| Cullinan Associates Inc | 2,600 | $294.0K | 0.02% | −504−16.2% | Reduced |
| Trust Asset Management LLC | 2,607 | $294.8K | 0.02% | 00.0% | Unchanged |
| Blossom Wealth Management | 2,641 | $298.7K | 0.57% | +128+5.1% | Added |
| Pensionmark Financial Group, LLC | 2,654 | $300.1K | 0.01% | +146+5.8% | Added |
| Summit Investment Advisors, Inc. | 2,800 | $300.3K | 0.27% | +2,800 | New |
| TFG Advisers LLC | 2,659 | $300.7K | 0.11% | +222+9.1% | Added |
| HB Wealth Management, LLC | 2,691 | $304.4K | 0.00% | +296+12.4% | Added |
| Hardy Reed LLC | 2,696 | $304.9K | 0.03% | 00.0% | Unchanged |
| Hollencrest Capital Management | 2,698 | $305.1K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 2,715 | $307.0K | 0.15% | +19+0.7% | Added |
| We Are One Seven, LLC | 2,721 | $307.8K | 0.01% | +2,721 | New |
| Horizon Advisory Services, Inc. | 2,725 | $308.2K | 0.18% | +2,725 | New |
| Saratoga Research & Investment Management | 2,736 | $309.4K | 0.02% | +230+9.2% | Added |
| Hazlett, Burt & Watson, Inc. | 2,753 | $312.0K | 0.14% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 2,760 | $312.1K | 0.06% | +77+2.9% | Added |
| Hoxton Planning & Management, LLC | 2,778 | $314.2K | 0.12% | +549+24.6% | Added |
| Morningstar Investment Management LLC | 2,813 | $318.0K | 0.03% | −43−1.5% | Reduced |
| Tortoise Investment Management, LLC | 2,819 | $318.8K | 0.03% | 00.0% | Unchanged |
| Allen Wealth Management, LLC | 2,857 | $323.1K | 0.23% | −100−3.4% | Reduced |
| HBK Sorce Advisory LLC | 2,858 | $323.2K | 0.01% | +13+0.5% | Added |
| Flywheel Private Wealth LLC | 2,860 | $323.4K | 0.30% | +2,860 | New |
| Modern Wealth Management, LLC | 2,866 | $324.0K | 0.01% | +2,866 | New |
| Portman Square Capital LLP | 2,875 | $325.1K | 0.06% | −8,781−75.3% | Reduced |
| Court Place Advisors, LLC | 2,893 | $327.1K | 0.11% | −200−6.5% | Reduced |
| Leavell Investment Management, Inc. | 2,900 | $328.0K | 0.02% | +10.0% | Added |
| Coastline Trust Co | 2,920 | $330.2K | 0.04% | −3,670−55.7% | Reduced |
| LVW Advisors, LLC | 2,921 | $330.3K | 0.04% | −473−13.9% | Reduced |
| Farmers National Bank | 2,934 | $331.8K | 0.10% | +2,934 | New |
| Jacobi Capital Management LLC | 2,938 | $332.2K | 0.02% | −63−2.1% | Reduced |
| Forum Financial Management, LP | 2,949 | $333.5K | 0.01% | +2,949 | New |
| Graves-Light Private Wealth Management, Inc. | 2,967 | $335.5K | 0.04% | 00.0% | Unchanged |
| PFG Investments, LLC | 2,971 | $336.0K | 0.02% | +30+1.0% | Added |
| Clifford Swan Investment Counsel LLC | 2,973 | $336.2K | 0.01% | 00.0% | Unchanged |
| Joule Financial, LLC | 2,987 | $337.8K | 0.12% | +7+0.2% | Added |
| Valeo Financial Advisors, LLC | 2,996 | $338.8K | 0.01% | +102+3.5% | Added |
| Martel Wealth Advisors Inc | 3,000 | $339.3K | 0.07% | +3,000 | New |
| Dorsey & Whitney Trust CO LLC | 3,014 | $340.9K | 0.02% | −1,059−26.0% | Reduced |
| Essex Savings Bank | 3,016 | $341.1K | 0.08% | +20+0.7% | Added |
| Asahi Life Asset Management Co., Ltd. | 3,020 | $341.5K | 0.21% | +3,020 | New |
| Talon Private Wealth, LLC | 3,026 | $342.2K | 0.07% | +3,026 | New |
| Sit Investment Associates Inc | 3,050 | $345.0K | 0.01% | 00.0% | Unchanged |
| Triumph Capital Management | 3,057 | $345.7K | 0.12% | −486−13.7% | Reduced |
| Central Trust Co | 3,078 | $348.1K | 0.01% | +288+10.3% | Added |
| Prostatis Group LLC | 3,093 | $349.8K | 0.10% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 3,305 | $350.5K | 0.02% | −302−8.4% | Reduced |
| Profund Advisors LLC | 3,115 | $352.3K | 0.01% | −560−15.2% | Reduced |
| DGS Capital Management, LLC | 3,174 | $359.0K | 0.09% | +840+36.0% | Added |
| Signaturefd, LLC | 3,227 | $364.9K | 0.01% | −266−7.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 3,227 | $364.9K | 0.01% | +37+1.2% | Added |
| Evoke Wealth, LLC | 3,227 | $365.0K | 0.01% | −17−0.5% | Reduced |
| Clear Harbor Asset Management, LLC | 3,240 | $366.4K | 0.03% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 3,262 | $368.9K | 0.02% | −183−5.3% | Reduced |
| Sunbelt Securities, Inc. | 3,242 | $369.1K | 0.03% | +614+23.4% | Added |
| Financial Counselors Inc | 3,266 | $369.4K | 0.01% | −67−2.0% | Reduced |
| MUFG Securities Americas Inc. | 3,280 | $370.9K | 0.05% | +3,280 | New |
| Optimize Financial Inc | 3,280 | $370.9K | 0.28% | +3,280 | New |
| Private Wealth Partners, LLC | 3,300 | $373.2K | 0.03% | −2,225−40.3% | Reduced |
| Maridea Wealth Management LLC | 3,324 | $375.9K | 0.12% | +3,324 | New |
| State of Wyoming | 3,374 | $381.6K | 0.05% | +689+25.7% | Added |
| Kingsview Wealth Management, LLC | 3,376 | $381.8K | 0.01% | +3+0.1% | Added |
| West Financial Advisors, LLC | 3,385 | $382.8K | 0.07% | −202−5.6% | Reduced |
| Aft, Forsyth & Company, Inc. | 3,400 | $384.5K | 0.19% | −621−15.4% | Reduced |
| Lionshead Wealth Management, LLC | 3,408 | $385.4K | 0.28% | +3,408 | New |
| Bartlett & Co. Wealth Management LLC | 3,424 | $387.2K | 0.01% | −100−2.8% | Reduced |
| Aurora Investment Counsel | 3,441 | $389.1K | 0.21% | −18−0.5% | Reduced |
| Prairie Sky Financial Group LLC | 3,450 | $390.2K | 0.24% | 00.0% | Unchanged |
| GAMMA Investing LLC | 3,451 | $390.3K | 0.03% | +725+26.6% | Added |
| Affinity Investment Advisors, LLC | 3,466 | $392.0K | 0.33% | +857+32.8% | Added |