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 |
|---|---|---|---|---|---|
| Beacon Capital Management, LLC | 263 | $29.8K | 0.00% | +2+0.8% | Added |
| Fedenia Advisers LLC | 260 | $29.4K | 0.02% | +260 | New |
| Hexagon Capital Partners LLC | 252 | $28.5K | 0.01% | −42−14.3% | Reduced |
| CoreCap Advisors, LLC | 242 | $27.4K | 0.00% | +49+25.4% | Added |
| Rosenberg Matthew Hamilton | 242 | $27.4K | 0.01% | −42−14.8% | Reduced |
| Piscataqua Savings Bank | 241 | $27.3K | 0.02% | 00.0% | Unchanged |
| Curio Wealth, LLC | 235 | $26.6K | 0.01% | +235 | New |
| Addison Advisors LLC | 231 | $26.1K | 0.01% | +93+67.4% | Added |
| Bank & Trust Co | 206 | $23.3K | 0.02% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 206 | $23.3K | 0.01% | +171+488.6% | Added |
| Monetary Management Group Inc | 200 | $22.6K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 200 | $22.6K | 0.01% | 00.0% | Unchanged |
| Union Savings Bank | 200 | $22.6K | 0.01% | 00.0% | Unchanged |
| Aspetuck Financial Management LLC | 200 | $22.6K | 0.02% | +200 | New |
| First United Bank Trust | 187 | $21.1K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 186 | $21.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 180 | $20.4K | 0.00% | +26+16.9% | Added |
| Rise Advisors, LLC | 174 | $19.7K | 0.01% | +2+1.2% | Added |
| Salomon & Ludwin, LLC | 172 | $19.5K | 0.00% | −59−25.5% | Reduced |
| Montag A & Associates Inc | 165 | $18.7K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 164 | $18.7K | 0.00% | −16−8.9% | Reduced |
| Bell Investment Advisors, Inc | 160 | $18.1K | 0.00% | +28+21.2% | Added |
| North Ridge Wealth Advisors, Inc. | 160 | $18.1K | 0.01% | +160 | New |
| Synergy Financial Management, LLC | 161 | $17.5K | 0.00% | +161 | New |
| Hilltop National Bank | 155 | $17.5K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 150 | $17.0K | 0.01% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 150 | $17.0K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 150 | $17.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 150 | $17.0K | 0.01% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 150 | $17.0K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 150 | $17.0K | 0.01% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 140 | $15.8K | 0.01% | +140 | New |
| Kozak & Associates, Inc. | 136 | $15.6K | 0.00% | −100−42.4% | Reduced |
| Future Financial Wealth Managment LLC | 135 | $15.3K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 135 | $15.3K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 134 | $15.2K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 136 | $15.0K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 126 | $14.2K | 0.01% | +126 | New |
| Ritter Daniher Financial Advisory LLC | 125 | $14.1K | 0.00% | +125 | New |
| Caldwell Sutter Capital, Inc. | 118 | $13.3K | 0.01% | 00.0% | Unchanged |
| Eukles Asset Management | 100 | $11.3K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 100 | $11.3K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 100 | $11.3K | 0.00% | +8+8.7% | Added |
| Vision Financial Markets LLC | 100 | $11.3K | 0.01% | +100 | New |
| Continuum Advisory, LLC | 98 | $11.1K | 0.00% | +11+12.6% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 100 | $11.0K | 0.00% | −12−10.7% | Reduced |
| Guardian Wealth Management, Inc. | 95 | $10.8K | 0.01% | +1+1.1% | Added |
| Webster Bank, N. A. | 91 | $10.3K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 90 | $10.2K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 87 | $9.84K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 83 | $9.39K | 0.01% | +83 | New |
| Highline Wealth Partners LLC | 83 | $9.33K | 0.00% | +12+16.9% | Added |
| Riverview Trust Co | 80 | $9.05K | 0.01% | −285−78.1% | Reduced |
| Wingate Wealth Advisors, Inc. | 80 | $9.05K | 0.01% | +80 | New |
| Medallion Wealth Advisors, LLC | 80 | $9.05K | 0.00% | +80 | New |
| JNBA Financial Advisors | 77 | $8.71K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 75 | $8.48K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 75 | $8.48K | 0.00% | +75 | New |
| Costello Asset Management, INC | 70 | $7.92K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 68 | $7.69K | 0.00% | +64+1,600.0% | Added |
| Harvest Fund Management Co., Ltd | 63 | $7.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 61 | $6.91K | 0.00% | +24+64.9% | Added |
| Atala Financial Inc | 61 | $6.90K | 0.00% | +61 | New |
| Sierra Ocean, LLC | 60 | $6.81K | 0.01% | +60 | New |
| Zions Bancorporation, N.A. | 55 | $6.22K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 55 | $6.06K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 55 | $6.06K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 50 | $5.66K | 0.00% | −3,753−98.7% | Reduced |
| Operose Advisors LLC | 50 | $5.66K | 0.00% | −130−72.2% | Reduced |
| VSM Wealth Advisory, LLC | 50 | $5.66K | 0.00% | +50 | New |
| Tucker Asset Management LLC | 49 | $5.57K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 48 | $5.43K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 48 | $5.43K | 0.00% | +4+9.1% | Added |
| Bellevue Asset Management, LLC | 43 | $4.86K | 0.00% | +43 | New |
| Prestige Wealth Management Group LLC | 42 | $4.75K | 0.00% | 00.0% | Unchanged |
| Motco | 40 | $4.52K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 40 | $4.52K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 40 | $4.52K | 0.00% | +19+90.5% | Added |
| Montag & Caldwell, LLC | 40 | $4.52K | 0.00% | +40 | New |
| Ancora Advisors, LLC | 39 | $4.41K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 39 | $4.41K | 0.00% | +39 | New |
| Sugarloaf Wealth Management, LLC | 38 | $4.30K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 38 | $4.24K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 37 | $4.18K | 0.00% | +37 | New |
| Whipplewood Advisors, LLC | 35 | $3.96K | 0.00% | +35 | New |
| Bruce G. Allen Investments, LLC | 34 | $3.85K | 0.00% | −6−15.0% | Reduced |
| Dunhill Financial, LLC | 31 | $3.56K | 0.00% | +12+63.2% | Added |
| Valued Wealth Advisors LLC | 30 | $3.39K | 0.00% | +4+15.4% | Added |
| Abound Wealth Management | 27 | $3.06K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 26 | $2.94K | 0.00% | +26 | New |
| Quest 10 Wealth Builders, Inc. | 26 | $2.94K | 0.00% | +26 | New |
| DiNuzzo Private Wealth, Inc. | 24 | $2.71K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 24 | $2.71K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 23 | $2.55K | 0.00% | +1+4.5% | Added |
| Caitlin John, LLC | 22 | $2.44K | 0.00% | +1+4.8% | Added |
| Core Alternative Capital | 21 | $2.38K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 19 | $2.15K | 0.00% | +1+5.6% | Added |
| SJS Investment Consulting Inc. | 18 | $2.04K | 0.00% | −6−25.0% | Reduced |
| WR Wealth Planners, LLC | 18 | $2.04K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 20 | $2.00K | 0.00% | 00.0% | Unchanged |