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 |
|---|---|---|---|---|---|
| Wealth Management Associates, Inc. | 1,770 | $200.2K | 0.09% | +1,770 | New |
| Ostrum Asset Management | 1,722 | $194.7K | 0.02% | −72−4.0% | Reduced |
| Perkins Coie Trust Co | 1,644 | $185.9K | 0.04% | 00.0% | Unchanged |
| Colonial Trust Co | 1,608 | $181.8K | 0.03% | +75+4.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,597 | $180.6K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 1,573 | $177.9K | 0.01% | −13−0.8% | Reduced |
| Perritt Capital Management Inc | 1,569 | $177.5K | 0.09% | +77+5.2% | Added |
| EverSource Wealth Advisors, LLC | 1,547 | $174.9K | 0.01% | +1,145+284.8% | Added |
| Ossiam | 1,514 | $171.2K | 0.00% | −44,779−96.7% | Reduced |
| Key Financial Inc | 1,493 | $168.8K | 0.04% | +19+1.3% | Added |
| Ci Investments Inc. | 1,457 | $165.0K | 0.00% | +632+76.6% | Added |
| Quadrant Capital Group LLC | 1,429 | $161.6K | 0.01% | −15−1.0% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 1,400 | $158.3K | 0.01% | 00.0% | Unchanged |
| South Dakota Investment Council | 1,398 | $158.0K | 0.00% | +1,398 | New |
| Evermay Wealth Management LLC | 1,340 | $151.5K | 0.02% | 00.0% | Unchanged |
| Westpac Banking Corp | 1,291 | $146.0K | 0.01% | +291+29.1% | Added |
| Proequities, Inc. | 1,260 | $143.1K | 0.01% | −13−1.0% | Reduced |
| Group One Trading, L.P. | 1,230 | $139.1K | 0.00% | +1,230 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,198 | $135.5K | 0.00% | +994+487.3% | Added |
| Spire Wealth Management | 1,193 | $134.9K | 0.00% | +7+0.6% | Added |
| Davis Capital Management | 1,170 | $132.3K | 0.11% | +1,170 | New |
| Smartleaf Asset Management LLC | 1,160 | $132.1K | 0.01% | +288+33.0% | Added |
| Geneos Wealth Management Inc. | 1,160 | $131.2K | 0.00% | +8+0.7% | Added |
| SBI Securities Co., Ltd. | 1,091 | $123.4K | 0.00% | +1,091 | New |
| Kohmann Bosshard Financial Services, LLC | 1,055 | $119.3K | 0.01% | +1,055 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 1,027 | $116.1K | 0.03% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 1,023 | $115.7K | 0.08% | +1,023 | New |
| Thompson Investment Management, Inc. | 1,000 | $113.1K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 956 | $108.1K | 0.01% | −59−5.8% | Reduced |
| Duncker Streett & Co Inc | 950 | $107.4K | 0.02% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 935 | $105.7K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 920 | $104.0K | 0.03% | −65−6.6% | Reduced |
| Lee Danner & Bass Inc | 920 | $104.0K | 0.01% | +920 | New |
| CNB Bank | 910 | $102.9K | 0.05% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 908 | $102.7K | 0.00% | −68−7.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 872 | $98.7K | 0.03% | −1,600−64.7% | Reduced |
| CVA Family Office, LLC | 857 | $96.9K | 0.02% | +304+55.0% | Added |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 850 | $96.1K | 0.06% | +850 | New |
| Sentry Investment Management LLC | 827 | $94.0K | 0.04% | −135−14.0% | Reduced |
| Groupe la Francaise | 749 | $86.1K | 0.00% | +749 | New |
| McIlrath & Eck, LLC | 761 | $86.1K | 0.01% | +727+2,138.2% | Added |
| Exchange Traded Concepts, LLC | 759 | $85.8K | 0.00% | −207−21.4% | Reduced |
| DT Investment Partners, LLC | 743 | $84.0K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 726 | $82.1K | 0.00% | −30−4.0% | Reduced |
| Evolution Advisers, Inc. | 728 | $82.0K | 0.04% | +7+1.0% | Added |
| Quest Partners LLC | 721 | $81.5K | 0.01% | −3,709−83.7% | Reduced |
| Venturi Wealth Management, LLC | 719 | $81.3K | 0.00% | +400+125.4% | Added |
| Massmutual Trust Co FSB | 707 | $80.0K | 0.00% | −522−42.5% | Reduced |
| Quent Capital, LLC | 690 | $78.0K | 0.01% | +187+37.2% | Added |
| Ronald Blue Trust, Inc. | 668 | $75.5K | 0.00% | −1,947−74.5% | Reduced |
| Roble, Belko & Company, Inc | 660 | $75.0K | 0.01% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 635 | $71.8K | 0.06% | −900−58.6% | Reduced |
| Bullock Wealth Management Group | 603 | $68.2K | 0.04% | −22−3.5% | Reduced |
| Viking Fund Management LLC | 600 | $67.9K | 0.01% | 00.0% | Unchanged |
| Security National Bank | 600 | $67.9K | 0.01% | 00.0% | Unchanged |
| Studio Investment Management LLC | 599 | $67.7K | 0.01% | −180−23.1% | Reduced |
| Keener Financial Planning LLC | 600 | $67.0K | 0.04% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 581 | $65.0K | 0.00% | +563+3,127.8% | Added |
| Indiana Trust & Investment Management CO | 567 | $64.1K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 551 | $62.3K | 0.02% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 547 | $61.9K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 542 | $61.3K | 0.04% | +542 | New |
| Parkside Financial Bank & Trust | 530 | $59.9K | 0.01% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 520 | $58.8K | 0.06% | +520 | New |
| First Horizon Advisors, Inc. | 519 | $58.7K | 0.00% | −2−0.4% | Reduced |
| Atlantic Trust, LLC | 508 | $57.5K | 0.01% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 500 | $57.0K | 0.02% | 00.0% | Unchanged |
| Clear Street Markets LLC | 500 | $56.5K | 0.02% | +500 | New |
| Skopos Labs, Inc. | 497 | $56.1K | 0.02% | +98+24.6% | Added |
| JFS Wealth Advisors, LLC | 496 | $56.1K | 0.00% | −6−1.2% | Reduced |
| Washington Trust Co | 465 | $52.6K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 434 | $49.1K | 0.00% | +86+24.7% | Added |
| Smithfield Trust Co | 425 | $49.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 431 | $48.7K | 0.00% | −39−8.3% | Reduced |
| Independence Bank of Kentucky | 425 | $48.1K | 0.01% | −625−59.5% | Reduced |
| GeoWealth Management, LLC | 408 | $46.1K | 0.00% | −51−11.1% | Reduced |
| ORG Partners LLC | 400 | $45.2K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 391 | $44.0K | 0.01% | −13−3.2% | Reduced |
| Eastern Bank | 381 | $43.1K | 0.00% | −119−23.8% | Reduced |
| Silvant Capital Management LLC | 381 | $43.1K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 371 | $42.0K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 359 | $42.0K | 0.02% | +359 | New |
| Signature Resources Capital Management, LLC | 366 | $41.4K | 0.04% | 00.0% | Unchanged |
| Sandy Spring Bank | 365 | $41.3K | 0.00% | +85+30.4% | Added |
| Bangor Savings Bank | 350 | $39.6K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 342 | $38.6K | 0.01% | +6+1.8% | Added |
| Iron Horse Wealth Management, LLC | 341 | $38.6K | 0.01% | +110+47.6% | Added |
| Heritage Wealth Advisors | 337 | $38.1K | 0.00% | +4+1.2% | Added |
| Carolinas Wealth Consulting LLC | 318 | $36.0K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 316 | $35.7K | 0.01% | 00.0% | Unchanged |
| Advantage Trust Co | 305 | $34.5K | 0.02% | +100+48.8% | Added |
| GW&K Investment Management, LLC | 298 | $34.0K | 0.00% | −7−2.3% | Reduced |
| TD Private Client Wealth LLC | 300 | $33.9K | 0.00% | −35−10.4% | Reduced |
| Stonebridge Financial Group, LLC | 285 | $32.2K | 0.00% | +285 | New |
| Adirondack Trust Co | 285 | $32.2K | 0.01% | −90−24.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 275 | $31.1K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 270 | $30.6K | 0.01% | +20+8.0% | Added |
| PSI Advisors, LLC | 270 | $30.5K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 268 | $30.3K | 0.00% | −29−9.8% | Reduced |
| Bayforest Capital Ltd | 265 | $30.0K | 0.04% | +265 | New |