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 |
|---|---|---|---|---|---|
| Wealthcare Capital Partners, LLC | 9,314 | $1.05M | 0.55% | +9,314 | New |
| CFS Investment Advisory Services, LLC | 9,329 | $1.05M | 0.09% | −98−1.0% | Reduced |
| International Assets Investment Management, LLC | 9,350 | $1.06M | 0.09% | −1,058,305−99.1% | Reduced |
| Private Advisor Group, LLC | 9,391 | $1.06M | 0.01% | −2,669−22.1% | Reduced |
| Old Point Trust & Financial Services N A | 9,465 | $1.07M | 0.38% | −250−2.6% | Reduced |
| Peak Retirement Planning, Inc. | 10,747 | $1.08M | 0.73% | +10,747 | New |
| Kestra Investment Management, LLC | 9,609 | $1.09M | 0.04% | +3,999+71.3% | Added |
| Eagle Ridge Investment Management | 9,626 | $1.09M | 0.09% | 00.0% | Unchanged |
| Swedbank AB | 9,630 | $1.09M | 0.00% | 00.0% | Unchanged |
| Simmons Bank | 9,713 | $1.10M | 0.08% | +1,041+12.0% | Added |
| Union Heritage Capital, LLC | 9,731 | $1.10M | 0.41% | 00.0% | Unchanged |
| Hall Capital Management Co Inc | 9,792 | $1.11M | 0.52% | +9,792 | New |
| South State Corp. | 9,803 | $1.11M | 0.07% | −261−2.6% | Reduced |
| Rothschild Investment LLC | 9,828 | $1.11M | 0.07% | +187+1.9% | Added |
| Atria Wealth Solutions, Inc. | 9,874 | $1.12M | 0.01% | −2,093−17.5% | Reduced |
| Carderock Capital Management Inc | 9,875 | $1.12M | 0.28% | −225−2.2% | Reduced |
| MAI Capital Management | 9,877 | $1.12M | 0.01% | −338−3.3% | Reduced |
| iA Global Asset Management Inc. | 9,888 | $1.12M | 0.02% | −2,217−18.3% | Reduced |
| Beacon Investment Advisors LLC | 9,918 | $1.12M | 0.53% | −7−0.1% | Reduced |
| Waldron Private Wealth LLC | 9,958 | $1.13M | 0.05% | +7,907+385.5% | Added |
| Jump Financial, LLC | 9,967 | $1.13M | 0.02% | +7,419+291.2% | Added |
| Verity Asset Management, Inc. | 11,329 | $1.13M | 0.64% | +962+9.3% | Added |
| Ontario Teachers Pension Plan Board | 9,997 | $1.13M | 0.02% | +3,208+47.3% | Added |
| Capitolis Liquid Global Markets LLC | 10,000 | $1.13M | 0.01% | −600−5.7% | Reduced |
| Douglass Winthrop Advisors, LLC | 10,000 | $1.13M | 0.02% | 00.0% | Unchanged |
| Carnegie Lake Advisors LLC | 10,035 | $1.14M | 0.46% | 00.0% | Unchanged |
| Delta Financial Advisors LLC | 10,138 | $1.15M | 0.43% | +6+0.1% | Added |
| Norinchukin Bank, The | 10,146 | $1.15M | 0.02% | +890+9.6% | Added |
| Zurich Insurance Group Ltd | 10,200 | $1.15M | 0.01% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 10,587 | $1.20M | 0.04% | −300−2.8% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 10,649 | $1.20M | 0.70% | −917−7.9% | Reduced |
| Hills Bank & Trust Co | 10,671 | $1.21M | 0.09% | −42−0.4% | Reduced |
| Bennett Selby Investments LP | 10,686 | $1.21M | 0.48% | −204−1.9% | Reduced |
| OmniStar Financial Group, Inc. | 10,697 | $1.21M | 0.97% | −262−2.4% | Reduced |
| M&G Plc | 10,735 | $1.21M | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 10,833 | $1.23M | 0.46% | +142+1.3% | Added |
| Confluence Wealth Services, Inc. | 10,811 | $1.23M | 0.08% | +1,043+10.7% | Added |
| Groesbeck Investment Management Corp | 10,945 | $1.24M | 1.61% | −1,050−8.8% | Reduced |
| Scientech Research LLC | 11,040 | $1.25M | 0.35% | +11,040 | New |
| Lido Advisors, LLC | 11,085 | $1.25M | 0.01% | +1,150+11.6% | Added |
| NEOS Investment Management LLC | 11,090 | $1.25M | 0.03% | +2,484+28.9% | Added |
| E. Ohman J:or Asset Management AB | 11,103 | $1.26M | 0.03% | +1,530+16.0% | Added |
| Vontobel Holding Ltd. | 11,162 | $1.26M | 0.00% | −52−0.5% | Reduced |
| Carnegie Capital Asset Management, LLC | 11,281 | $1.28M | 0.04% | −44−0.4% | Reduced |
| Crossmark Global Holdings, Inc. | 11,357 | $1.28M | 0.02% | −548−4.6% | Reduced |
| GWM Advisors LLC | 11,359 | $1.28M | 0.01% | −93−0.8% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 11,456 | $1.30M | 0.26% | +3,014+35.7% | Added |
| Synovus Financial Corp | 11,461 | $1.30M | 0.02% | −15−0.1% | Reduced |
| Commerzbank Aktiengesellschaft | 11,432 | $1.30M | 0.03% | +1,016+9.8% | Added |
| Hedeker Wealth, LLC | 11,526 | $1.30M | 0.32% | −15−0.1% | Reduced |
| Bryn Mawr Trust Co | 11,554 | $1.31M | 0.02% | +150+1.3% | Added |
| QRG Capital Management, Inc. | 11,695 | $1.32M | 0.01% | +4,391+60.1% | Added |
| Mogy Joel R Investment Counsel Inc | 11,700 | $1.32M | 0.08% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 11,711 | $1.32M | 0.03% | −820−6.5% | Reduced |
| Aviance Capital Partners, LLC | 11,743 | $1.33M | 0.18% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 11,793 | $1.34M | 0.00% | −432−3.5% | Reduced |
| Louisiana State Employees Retirement System | 11,900 | $1.35M | 0.03% | −600−4.8% | Reduced |
| Securian Asset Management, Inc | 11,939 | $1.35M | 0.04% | −352−2.9% | Reduced |
| Lindsell Train LtdSuperinvestorLindsell Train | 12,000 | $1.36M | 0.03% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 12,003 | $1.36M | 0.02% | +7,164+148.0% | Added |
| Bellecapital International Ltd. | 12,051 | $1.36M | 0.24% | +3,968+49.1% | Added |
| Strategic Investment Advisors | 12,158 | $1.37M | 0.15% | −110−0.9% | Reduced |
| ARGA Investment Management, LP | 12,212 | $1.38M | 0.05% | +881+7.8% | Added |
| Partnership Wealth Management, LLC | 12,246 | $1.38M | 1.15% | +1,789+17.1% | Added |
| Jane Street Group, LLC | 12,258 | $1.39M | 0.00% | −8,477−40.9% | Reduced |
| United Asset Strategies, Inc. | 12,325 | $1.39M | 0.13% | +1,222+11.0% | Added |
| Premier Path Wealth Partners, LLC | 12,346 | $1.40M | 0.21% | +57+0.5% | Added |
| Kesler, Norman & Wride, LLC | 12,460 | $1.41M | 0.30% | −68−0.5% | Reduced |
| Trust Co of Vermont | 12,468 | $1.41M | 0.07% | +521+4.4% | Added |
| Nebula Research & Development LLC | 12,473 | $1.41M | 0.17% | +12,473 | New |
| Colony Family Offices, LLC | 12,484 | $1.41M | 0.44% | −202−1.6% | Reduced |
| Wealthspire Advisors, LLC | 12,505 | $1.41M | 0.01% | +344+2.8% | Added |
| Stratos Wealth Partners, LTD. | 12,686 | $1.43M | 0.02% | −417−3.2% | Reduced |
| Donoghue Forlines LLC | 12,806 | $1.45M | 0.48% | +1,122+9.6% | Added |
| Greenwood Capital Associates LLC | 12,875 | $1.46M | 0.19% | +113+0.9% | Added |
| Nicholson Wealth Management Group, LLC | 12,988 | $1.47M | 0.98% | +7,162+122.9% | Added |
| Sterling Capital Management LLC | 13,002 | $1.47M | 0.02% | +4,638+55.5% | Added |
| Colony Group, LLC | 13,022 | $1.47M | 0.00% | −98,562−88.3% | Reduced |
| Lowe Brockenbrough & Co Inc | 13,167 | $1.49M | 0.10% | −411−3.0% | Reduced |
| Squarepoint Ops LLC | 13,239 | $1.50M | 0.00% | −240,198−94.8% | Reduced |
| Merit Financial Group, LLC | 13,280 | $1.50M | 0.03% | +13,280 | New |
| Woodline Partners LP | 13,342 | $1.51M | 0.01% | +13,342 | New |
| Cullen Investment Group, Ltd. | 13,437 | $1.52M | 0.22% | +111+0.8% | Added |
| Ironwood Investment Counsel, LLC | 13,475 | $1.52M | 0.26% | −1,610−10.7% | Reduced |
| Hartford Investment Management Co | 13,724 | $1.55M | 0.05% | −267−1.9% | Reduced |
| Clearstead Advisors, LLC | 13,725 | $1.55M | 0.02% | +3,711+37.1% | Added |
| Ameritas Investment Partners, Inc. | 13,757 | $1.56M | 0.05% | +7,331+114.1% | Added |
| Campbell & CO Investment Adviser LLC | 13,836 | $1.56M | 0.12% | −1,837−11.7% | Reduced |
| Johnson Investment Counsel Inc | 13,852 | $1.57M | 0.02% | +80+0.6% | Added |
| Griffin Asset Management, Inc. | 13,861 | $1.57M | 0.18% | −1,910−12.1% | Reduced |
| McKinley Carter Wealth Services, Inc. | 13,945 | $1.58M | 0.10% | +153+1.1% | Added |
| Argent Trust Co | 13,960 | $1.58M | 0.06% | −712−4.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 14,007 | $1.58M | 0.07% | +1,021+7.9% | Added |
| Cornercap Investment Counsel Inc | 14,013 | $1.58M | 0.51% | −524−3.6% | Reduced |
| BKD Wealth Advisors, LLC | 14,158 | $1.60M | 0.04% | −595−4.0% | Reduced |
| United Community Bank | 14,220 | $1.61M | 0.63% | +14,220 | New |
| Malaga Cove Capital, LLC | 14,225 | $1.61M | 0.63% | −572−3.9% | Reduced |
| Storebrand Asset Management AS | 14,243 | $1.61M | 0.00% | −15,320−51.8% | Reduced |
| Sigma Planning Corp | 14,251 | $1.61M | 0.05% | +575+4.2% | Added |
| Gries Financial LLC | 14,302 | $1.62M | 0.29% | −62−0.4% | Reduced |