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 |
|---|---|---|---|---|---|
| Altus Wealth Group LLC | 5,386 | $609.1K | 0.27% | −192−3.4% | Reduced |
| Wynn Capital, LLC | 5,402 | $610.9K | 0.39% | +120+2.3% | Added |
| Mendel Capital Management LLC | 5,414 | $612.3K | 0.37% | +250+4.8% | Added |
| Caldwell Trust Co | 5,416 | $612.5K | 0.06% | 00.0% | Unchanged |
| Virtu Financial LLC | 5,431 | $614.0K | 0.03% | +5,431 | New |
| Applied Finance Capital Management, LLC | 5,445 | $615.8K | 0.03% | +5,445 | New |
| Nilsine Partners, LLC | 5,509 | $623.0K | 0.07% | +2,370+75.5% | Added |
| Sequoia Financial Advisors, LLC | 5,518 | $624.0K | 0.01% | +1,929+53.7% | Added |
| Apex Wealth Management, LLC | 5,518 | $624.0K | 0.54% | +5,518 | New |
| Atria Investments LLC | 5,578 | $630.8K | 0.01% | −525−8.6% | Reduced |
| TAP Consulting, LLC | 5,638 | $637.6K | 0.13% | −469−7.7% | Reduced |
| Parallel Advisors, LLC | 5,687 | $643.2K | 0.01% | −334−5.5% | Reduced |
| DMG Group, LLC | 5,693 | $643.8K | 0.52% | +26+0.5% | Added |
| Meeder Asset Management Inc | 5,769 | $652.4K | 0.05% | −3,458−37.5% | Reduced |
| Cove Private Wealth, LLC | 5,775 | $653.1K | 0.39% | −1,800−23.8% | Reduced |
| Tudor Financial Inc. | 5,778 | $653.5K | 0.38% | −352−5.7% | Reduced |
| AlphaStar Capital Management, LLC | 5,802 | $656.1K | 0.07% | +5,802 | New |
| Tokio Marine Asset Management Co Ltd | 5,814 | $657.5K | 0.02% | 00.0% | Unchanged |
| Nautilus Advisors LLC | 5,814 | $657.5K | 0.52% | +5,814 | New |
| Gateway Investment Advisers LLC | 5,871 | $663.9K | 0.01% | −110−1.8% | Reduced |
| Impact Partnership Wealth, LLC | 5,891 | $666.2K | 0.13% | +82+1.4% | Added |
| Jain Global LLC | 5,900 | $667.2K | 0.02% | +5,900 | New |
| RFG Advisory, LLC | 6,002 | $678.8K | 0.02% | −520−8.0% | Reduced |
| Anb Bank | 6,003 | $678.9K | 0.30% | +6,003 | New |
| Logan Capital Management Inc | 6,026 | $681.5K | 0.03% | +495+8.9% | Added |
| Thoma Capital Management LLC | 6,049 | $684.0K | 0.47% | +6,049 | New |
| Neville Rodie & Shaw Inc | 6,075 | $687.0K | 0.05% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 6,079 | $687.5K | 0.02% | +846+16.2% | Added |
| Ironvine Capital Partners, LLC | 6,100 | $689.8K | 0.07% | 00.0% | Unchanged |
| Horizon Investments, LLC | 6,160 | $696.6K | 0.02% | +3,141+104.0% | Added |
| Investment Management Corp of Ontario | 6,183 | $699.2K | 0.02% | −1,200−16.3% | Reduced |
| Claro Advisors LLC | 6,222 | $703.6K | 0.10% | −1,742−21.9% | Reduced |
| MCF Advisors LLC | 6,226 | $704.1K | 0.05% | +93+1.5% | Added |
| Sawgrass Asset Management LLC | 6,235 | $705.1K | 0.08% | −1,833−22.7% | Reduced |
| Siemens Fonds Invest GmbH | 6,194 | $705.2K | 0.07% | +1,603+34.9% | Added |
| Roehl & Yi Investment Advisors, LLC | 6,325 | $715.3K | 0.39% | +6,325 | New |
| Capstone Triton Financial Group, LLC | 6,347 | $717.8K | 0.45% | +501+8.6% | Added |
| HighPoint Advisor Group LLC | 6,590 | $718.5K | 0.04% | +1,043+18.8% | Added |
| Guardian Wealth Advisors, LLC | 6,369 | $720.3K | 0.46% | +75+1.2% | Added |
| Investors Research Corp | 6,392 | $722.9K | 0.16% | −150−2.3% | Reduced |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 6,400 | $723.8K | 0.03% | +6,400 | New |
| FIL Ltd | 6,550 | $740.7K | 0.00% | +3,092+89.4% | Added |
| Allstate Corp | 6,615 | $748.1K | 0.02% | +6,615 | New |
| Daymark Wealth Partners, LLC | 6,652 | $752.3K | 0.03% | −981−12.9% | Reduced |
| Vident Advisory, LLC | 6,691 | $757.1K | 0.01% | −753−10.1% | Reduced |
| Groupama Asset Managment | 6,690 | $761.7K | 0.02% | +6,690 | New |
| Twelve Points Wealth Management LLC | 6,827 | $772.1K | 0.22% | +1,375+25.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 9,240 | $774.0K | 0.13% | +2,649+40.2% | Added |
| Provident Investment Management, Inc. | 6,862 | $776.0K | 0.07% | +80+1.2% | Added |
| Legacy Financial Advisors, Inc. | 7,002 | $791.9K | 0.13% | −351−4.8% | Reduced |
| V-Square Quantitative Management LLC | 7,015 | $793.3K | 0.11% | +699+11.1% | Added |
| Manske Wealth Management | 7,031 | $795.1K | 0.32% | +7,031 | New |
| Northwestern Mutual Investment Management Company, LLC | 7,054 | $797.7K | 0.02% | −10.0% | Reduced |
| Hartline Investment Corp | 7,070 | $799.5K | 0.09% | 00.0% | Unchanged |
| Umb Bank N A | 7,084 | $801.1K | 0.01% | −259−3.5% | Reduced |
| Toroso Investments, LLC | 7,109 | $804.0K | 0.01% | +568+8.7% | Added |
| Tilia Fiduciary Partners, Inc. | 7,146 | $808.1K | 0.55% | −445−5.9% | Reduced |
| RSM US Wealth Management LLC | 7,134 | $809.0K | 0.01% | −3,935−35.5% | Reduced |
| Moller Financial Services | 7,200 | $814.2K | 0.21% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 7,257 | $820.7K | 0.02% | +7,257 | New |
| Ieq Capital, LLC | 7,286 | $824.0K | 0.01% | −1,515−17.2% | Reduced |
| Blueshift Asset Management, LLC | 7,288 | $824.2K | 0.30% | +2,859+64.6% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 7,424 | $839.6K | 0.02% | +7,424 | New |
| Allworth Financial LP | 7,414 | $841.8K | 0.00% | +922+14.2% | Added |
| Snowden Capital Advisors LLC | 7,511 | $849.4K | 0.03% | +7,511 | New |
| Sound Financial Strategies Group, LLC | 7,529 | $851.5K | 0.71% | +1,018+15.6% | Added |
| West Oak Capital, LLC | 7,545 | $853.3K | 0.30% | +360+5.0% | Added |
| Valley National Advisers Inc | 7,606 | $859.0K | 0.15% | −4,691−38.1% | Reduced |
| Davenport & Co LLC | 7,596 | $859.1K | 0.01% | −164−2.1% | Reduced |
| Enhancing Capital LLC | 7,650 | $865.1K | 0.69% | +7,650 | New |
| Farringdon Capital, Ltd. | 7,675 | $868.0K | 0.36% | +7,675 | New |
| SlateStone Wealth, LLC | 7,685 | $869.0K | 0.09% | +250+3.4% | Added |
| Empirical Finance, LLC | 7,692 | $869.9K | 0.05% | −88−1.1% | Reduced |
| Winnow Wealth LLC | 7,960 | $874.1K | 0.87% | +7,960 | New |
| Napatree Capital LLC | 7,733 | $874.5K | 0.51% | +733+10.5% | Added |
| Weaver C. Barksdale & Associates, Inc. | 7,768 | $878.7K | 0.84% | −191−2.4% | Reduced |
| Apollon Wealth Management, LLC | 7,797 | $881.7K | 0.02% | +1,693+27.7% | Added |
| Jones Financial Companies LLLP | 7,912 | $894.8K | 0.00% | +3,098+64.4% | Added |
| Ashton Thomas Private Wealth, LLC | 7,995 | $904.1K | 0.04% | +709+9.7% | Added |
| Benin Management CORP | 8,079 | $913.7K | 0.25% | −1,300−13.9% | Reduced |
| Sepio Capital, LP | 8,172 | $924.1K | 0.07% | +79+1.0% | Added |
| Prudential PLC | 8,188 | $926.0K | 0.00% | −2,720−24.9% | Reduced |
| United Capital Financial Advisers, LLC | 8,259 | $934.0K | 0.01% | −1,875−18.5% | Reduced |
| Wedbush Securities Inc | 8,318 | $941.0K | 0.03% | +475+6.1% | Added |
| Stansberry Asset Management, LLC | 8,484 | $959.4K | 0.12% | +548+6.9% | Added |
| Elevated Capital Advisors, LLC | 8,523 | $963.9K | 0.26% | +259+3.1% | Added |
| TCM Advisors, LLC | – | $972.6K | 0.86% | – | – |
| Pine Haven Investment Counsel, Inc | 8,632 | $976.2K | 0.80% | +30+0.3% | Added |
| Tufton Capital Management | 8,667 | $980.2K | 0.19% | −140−1.6% | Reduced |
| EP Wealth Advisors, LLC | 8,889 | $1.01M | 0.01% | −80−0.9% | Reduced |
| Argent Advisors, Inc. | 8,905 | $1.01M | 0.37% | +490+5.8% | Added |
| Entropy Technologies, LP | 8,990 | $1.02M | 0.10% | +8,990 | New |
| Physicians Financial Services, Inc. | 9,041 | $1.02M | 0.31% | −175−1.9% | Reduced |
| Bourne Lent Asset Management Inc | 9,067 | $1.03M | 0.39% | 00.0% | Unchanged |
| BancorpSouth Bank | 9,069 | $1.03M | 0.07% | −191−2.1% | Reduced |
| Thrivent Financial for Lutherans | 9,125 | $1.03M | 0.00% | −24−0.3% | Reduced |
| Bradley Foster & Sargent Inc | 9,129 | $1.03M | 0.02% | −560−5.8% | Reduced |
| Principle Wealth Partners LLC | 9,137 | $1.03M | 0.07% | 00.0% | Unchanged |
| Columbia Asset Management | 9,209 | $1.04M | 0.20% | +155+1.7% | Added |
| Creative Financial Designs Inc | 9,242 | $1.05M | 0.08% | +192+2.1% | Added |