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 |
|---|---|---|---|---|---|
| Fiduciary Trust Co | 3,468 | $392.2K | 0.01% | +485+16.3% | Added |
| Excalibur Management Corp | 3,497 | $395.5K | 0.16% | +71+2.1% | Added |
| Krane Funds Advisors LLC | 3,530 | $399.2K | 0.02% | −360−9.3% | Reduced |
| CAPROCK Group, Inc. | 3,555 | $402.1K | 0.01% | +583+19.6% | Added |
| Sittner & Nelson, LLC | 3,575 | $404.3K | 0.18% | +10.0% | Added |
| Dynamic Technology Lab Private Ltd | 3,580 | $405.0K | 0.07% | +866+31.9% | Added |
| Norden Group LLC | 3,591 | $406.1K | 0.05% | +3,591 | New |
| Modera Wealth Management, LLC | 3,597 | $406.7K | 0.00% | +3,597 | New |
| City Holding Co | 3,622 | $409.6K | 0.06% | +127+3.6% | Added |
| Hopwood Financial Services, Inc. | 3,644 | $412.1K | 0.31% | +3,644 | New |
| Penobscot Investment Management Company, Inc. | 3,669 | $414.9K | 0.04% | −300−7.6% | Reduced |
| Main Street Financial Solutions, LLC | 3,689 | $417.2K | 0.04% | +13+0.4% | Added |
| Miracle Mile Advisors, LLC | 3,693 | $417.6K | 0.01% | +1,304+54.6% | Added |
| Concurrent Investment Advisors, LLC | 3,714 | $420.0K | 0.01% | +41+1.1% | Added |
| Nexus Investment Management ULC | 3,740 | $423.0K | 0.04% | −360−8.8% | Reduced |
| LGT Group Foundation | 3,750 | $424.1K | 0.01% | 00.0% | Unchanged |
| Guinness Asset Management LTD | 3,770 | $426.3K | 0.01% | +1,497+65.9% | Added |
| Global Retirement Partners, LLC | 3,778 | $427.2K | 0.01% | −1,033−21.5% | Reduced |
| SC&H Financial Advisors, Inc. | 3,780 | $427.5K | 0.09% | +1,821+93.0% | Added |
| Northcape Wealth Management, LLC | 3,785 | $428.0K | 0.14% | 00.0% | Unchanged |
| Maven Securities LTD | 3,785 | $428.0K | 0.07% | +3,785 | New |
| Sovran Advisors, LLC | 3,820 | $428.3K | 0.06% | +3,820 | New |
| Bleakley Financial Group, LLC | 3,788 | $428.4K | 0.01% | −33−0.9% | Reduced |
| IFP Advisors, Inc | 3,792 | $429.0K | 0.01% | +119+3.2% | Added |
| Camden Capital, LLC | 3,802 | $429.9K | 0.05% | +295+8.4% | Added |
| Wealth Group, Ltd. | 3,803 | $430.0K | 0.28% | −8−0.2% | Reduced |
| WBH Advisory Inc | 3,808 | $430.7K | 0.04% | +5+0.1% | Added |
| Plimoth Trust Co LLC | 3,816 | $431.6K | 0.11% | −30−0.8% | Reduced |
| Retirement Planning Co of New England, Inc. | 3,817 | $431.8K | 0.21% | −102−2.6% | Reduced |
| Bard Financial Services, Inc. | 3,825 | $432.6K | 0.05% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 3,865 | $437.1K | 0.22% | +325+9.2% | Added |
| Founders Financial Securities LLC | 3,882 | $439.0K | 0.04% | +3,882 | New |
| Vista Wealth Management Group, LLC | 3,886 | $439.4K | 0.03% | +3,886 | New |
| Stevens Capital Management LP | 3,890 | $440.0K | 0.18% | +1,460+60.1% | Added |
| Midwest Financial Group LLC | 3,915 | $442.7K | 0.25% | −1,340−25.5% | Reduced |
| Vaughan David Investments LLC | 3,920 | $443.0K | 0.01% | −100−2.5% | Reduced |
| US Asset Management LLC | 3,962 | $448.0K | 0.40% | −135−3.3% | Reduced |
| Tiaa Trust, National Association | 3,967 | $448.6K | 0.00% | −268−6.3% | Reduced |
| Canada Post Corp Registered Pension Plan | 3,986 | $450.8K | 0.03% | +3,986 | New |
| Pallas Capital Advisors LLC | 3,991 | $451.3K | 0.02% | +27+0.7% | Added |
| Thoroughbred Financial Services, LLC | 4,001 | $452.0K | 0.03% | +20+0.5% | Added |
| Accel Wealth Management | 4,006 | $453.1K | 0.17% | −676−14.4% | Reduced |
| Ferguson Wellman Capital Management, Inc | 4,022 | $454.8K | 0.01% | −20.0% | Reduced |
| Avidian Wealth Solutions, LLC | 4,059 | $459.0K | 0.02% | +1,653+68.7% | Added |
| AlphaCore Capital LLC | 4,088 | $462.3K | 0.10% | −421−9.3% | Reduced |
| Curbstone Financial Management Corp | 4,100 | $463.7K | 0.10% | 00.0% | Unchanged |
| Strategic Advisors LLC | 4,100 | $463.7K | 0.08% | +750+22.4% | Added |
| Heritage Trust Co | 4,108 | $464.6K | 0.05% | +4,108 | New |
| Longfellow Investment Management Co LLC | 4,120 | $465.9K | 0.12% | −264−6.0% | Reduced |
| Kovitz Investment Group Partners, LLC | 4,117 | $466.0K | 0.00% | +90+2.2% | Added |
| Summit Financial, LLC | 4,154 | $469.8K | 0.02% | −145−3.4% | Reduced |
| Petrus Trust Company, LTA | 4,164 | $470.9K | 0.05% | +78+1.9% | Added |
| Park Avenue Securities LLC | 4,188 | $474.0K | 0.00% | +4,188 | New |
| River Wealth Advisors LLC | 4,209 | $476.0K | 0.06% | −511−10.8% | Reduced |
| Visionary Horizons, LLC | 4,215 | $476.7K | 0.31% | −10−0.2% | Reduced |
| Foster & Motley Inc | 4,280 | $484.0K | 0.03% | −48−1.1% | Reduced |
| J.W. Cole Advisors, Inc. | 4,301 | $486.4K | 0.02% | −186−4.1% | Reduced |
| Venture Visionary Partners LLC | 4,310 | $487.4K | 0.02% | −200−4.4% | Reduced |
| Glenview Trust Co | 4,318 | $488.3K | 0.01% | +92+2.2% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 4,326 | $489.2K | 0.03% | −50−1.1% | Reduced |
| Everence Capital Management Inc | 4,330 | $490.0K | 0.03% | −1,500−25.7% | Reduced |
| Trust Co of Toledo NA | 4,359 | $493.0K | 0.06% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 4,365 | $493.6K | 0.01% | +4,365 | New |
| Vestcor Inc | 4,371 | $494.0K | 0.02% | −5−0.1% | Reduced |
| Transce3nd, LLC | 4,377 | $495.1K | 0.17% | +4,377 | New |
| Wakefield Asset Management LLLP | 4,381 | $495.4K | 0.17% | +243+5.9% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 3,975 | $496.0K | 0.00% | +275+7.4% | Added |
| Wealthcare Advisory Partners LLC | 4,406 | $498.3K | 0.01% | −969−18.0% | Reduced |
| NVWM, LLC | 4,459 | $504.4K | 0.13% | −37−0.8% | Reduced |
| Capital Management Associates, Inc | 4,520 | $511.2K | 0.19% | −208−4.4% | Reduced |
| Farther Finance Advisors, LLC | 4,522 | $511.3K | 0.02% | −242−5.1% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 4,536 | $513.0K | 0.05% | −119−2.6% | Reduced |
| Global X Japan Co., Ltd. | 4,644 | $525.2K | 0.07% | +955+25.9% | Added |
| Gen-Wealth Partners Inc | 4,651 | $526.0K | 0.23% | +139+3.1% | Added |
| Coldstream Capital Management Inc | 4,652 | $526.0K | 0.01% | −310−6.2% | Reduced |
| Martingale Asset Management L P | 4,659 | $526.9K | 0.01% | +563+13.7% | Added |
| Panagora Asset Management Inc | 4,721 | $533.9K | 0.00% | +1,487+46.0% | Added |
| Kestra Private Wealth Services, LLC | 4,730 | $534.9K | 0.01% | +518+12.3% | Added |
| Warther Private Wealth, LLC | 4,750 | $537.2K | 0.18% | 00.0% | Unchanged |
| Center For Asset Management LLC | 4,774 | $539.9K | 0.35% | +55+1.2% | Added |
| Bridgewater Associates, LP | 4,834 | $546.7K | 0.00% | −11,045−69.6% | Reduced |
| Regions Financial Corp | 4,848 | $548.3K | 0.00% | −323−6.2% | Reduced |
| GTS Securities LLC | 4,859 | $549.5K | 0.03% | −12,245−71.6% | Reduced |
| Sherbrooke Park Advisers LLC | 4,882 | $552.1K | 0.18% | +4,882 | New |
| Apriem Advisors | 4,930 | $557.6K | 0.06% | −101−2.0% | Reduced |
| Centiva Capital, LP | 4,952 | $560.0K | 0.02% | −1,492−23.2% | Reduced |
| Summit Trail Advisors, LLC | 4,969 | $562.0K | 0.02% | +956+23.8% | Added |
| SG Americas Securities, LLC | 4,981 | $563.0K | 0.00% | −4,267−46.1% | Reduced |
| Brown Brothers Harriman & Co | 5,001 | $565.6K | 0.00% | −72−1.4% | Reduced |
| BHK Investment Advisors, LLC | 5,030 | $568.8K | 0.21% | +20.0% | Added |
| MOKAN Wealth Management Inc. | 5,063 | $572.8K | 0.36% | +5,063 | New |
| Avantax Advisory Services, Inc. | 5,083 | $574.8K | 0.00% | +669+15.2% | Added |
| Great Valley Advisor Group, Inc. | 5,098 | $576.4K | 0.01% | −69−1.3% | Reduced |
| Resources Investment Advisors, LLC. | 5,103 | $577.1K | 0.01% | +216+4.4% | Added |
| Integrated Wealth Concepts LLC | 5,122 | $579.3K | 0.01% | +1,460+39.9% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,138 | $581.1K | 0.01% | −2,521−32.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,146 | $582.0K | 0.01% | −400−7.2% | Reduced |
| GPS Wealth Strategies Group, LLC | 5,184 | $586.3K | 0.08% | −314−5.7% | Reduced |
| Capital Investment Advisory Services, LLC | 5,228 | $591.2K | 0.06% | +150+3.0% | Added |
| Mayflower Financial Advisors, LLC | 5,375 | $607.9K | 0.09% | −157−2.8% | Reduced |