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 |
|---|---|---|---|---|---|
| Delta Financial Advisors LLC | 10,138 | $1.15M | 0.43% | +6+0.1% | Added |
| Carnegie Lake Advisors LLC | 10,035 | $1.14M | 0.46% | 00.0% | Unchanged |
| 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 |
| Ontario Teachers Pension Plan Board | 9,997 | $1.13M | 0.02% | +3,208+47.3% | Added |
| Verity Asset Management, Inc. | 11,329 | $1.13M | 0.64% | +962+9.3% | Added |
| Jump Financial, LLC | 9,967 | $1.13M | 0.02% | +7,419+291.2% | Added |
| Waldron Private Wealth LLC | 9,958 | $1.13M | 0.05% | +7,907+385.5% | Added |
| Beacon Investment Advisors LLC | 9,918 | $1.12M | 0.53% | −7−0.1% | Reduced |
| iA Global Asset Management Inc. | 9,888 | $1.12M | 0.02% | −2,217−18.3% | Reduced |
| MAI Capital Management | 9,877 | $1.12M | 0.01% | −338−3.3% | Reduced |
| Carderock Capital Management Inc | 9,875 | $1.12M | 0.28% | −225−2.2% | Reduced |
| Atria Wealth Solutions, Inc. | 9,874 | $1.12M | 0.01% | −2,093−17.5% | Reduced |
| Rothschild Investment LLC | 9,828 | $1.11M | 0.07% | +187+1.9% | Added |
| South State Corp. | 9,803 | $1.11M | 0.07% | −261−2.6% | Reduced |
| Hall Capital Management Co Inc | 9,792 | $1.11M | 0.52% | +9,792 | New |
| Union Heritage Capital, LLC | 9,731 | $1.10M | 0.41% | 00.0% | Unchanged |
| Simmons Bank | 9,713 | $1.10M | 0.08% | +1,041+12.0% | Added |
| Swedbank AB | 9,630 | $1.09M | 0.00% | 00.0% | Unchanged |
| Eagle Ridge Investment Management | 9,626 | $1.09M | 0.09% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 9,609 | $1.09M | 0.04% | +3,999+71.3% | Added |
| Peak Retirement Planning, Inc. | 10,747 | $1.08M | 0.73% | +10,747 | New |
| Old Point Trust & Financial Services N A | 9,465 | $1.07M | 0.38% | −250−2.6% | Reduced |
| Private Advisor Group, LLC | 9,391 | $1.06M | 0.01% | −2,669−22.1% | Reduced |
| International Assets Investment Management, LLC | 9,350 | $1.06M | 0.09% | −1,058,305−99.1% | Reduced |
| CFS Investment Advisory Services, LLC | 9,329 | $1.05M | 0.09% | −98−1.0% | Reduced |
| Wealthcare Capital Partners, LLC | 9,314 | $1.05M | 0.55% | +9,314 | New |
| Creative Financial Designs Inc | 9,242 | $1.05M | 0.08% | +192+2.1% | Added |
| Columbia Asset Management | 9,209 | $1.04M | 0.20% | +155+1.7% | Added |
| Principle Wealth Partners LLC | 9,137 | $1.03M | 0.07% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 9,129 | $1.03M | 0.02% | −560−5.8% | Reduced |
| Thrivent Financial for Lutherans | 9,125 | $1.03M | 0.00% | −24−0.3% | Reduced |
| BancorpSouth Bank | 9,069 | $1.03M | 0.07% | −191−2.1% | Reduced |
| Bourne Lent Asset Management Inc | 9,067 | $1.03M | 0.39% | 00.0% | Unchanged |
| Physicians Financial Services, Inc. | 9,041 | $1.02M | 0.31% | −175−1.9% | Reduced |
| Entropy Technologies, LP | 8,990 | $1.02M | 0.10% | +8,990 | New |
| Argent Advisors, Inc. | 8,905 | $1.01M | 0.37% | +490+5.8% | Added |
| EP Wealth Advisors, LLC | 8,889 | $1.01M | 0.01% | −80−0.9% | Reduced |
| Tufton Capital Management | 8,667 | $980.2K | 0.19% | −140−1.6% | Reduced |
| Pine Haven Investment Counsel, Inc | 8,632 | $976.2K | 0.80% | +30+0.3% | Added |
| TCM Advisors, LLC | – | $972.6K | 0.86% | – | – |
| Elevated Capital Advisors, LLC | 8,523 | $963.9K | 0.26% | +259+3.1% | Added |
| Stansberry Asset Management, LLC | 8,484 | $959.4K | 0.12% | +548+6.9% | Added |
| Wedbush Securities Inc | 8,318 | $941.0K | 0.03% | +475+6.1% | Added |
| United Capital Financial Advisers, LLC | 8,259 | $934.0K | 0.01% | −1,875−18.5% | Reduced |
| Prudential PLC | 8,188 | $926.0K | 0.00% | −2,720−24.9% | Reduced |
| Sepio Capital, LP | 8,172 | $924.1K | 0.07% | +79+1.0% | Added |
| Benin Management CORP | 8,079 | $913.7K | 0.25% | −1,300−13.9% | Reduced |
| Ashton Thomas Private Wealth, LLC | 7,995 | $904.1K | 0.04% | +709+9.7% | Added |
| Jones Financial Companies LLLP | 7,912 | $894.8K | 0.00% | +3,098+64.4% | Added |
| Apollon Wealth Management, LLC | 7,797 | $881.7K | 0.02% | +1,693+27.7% | Added |
| Weaver C. Barksdale & Associates, Inc. | 7,768 | $878.7K | 0.84% | −191−2.4% | Reduced |
| Napatree Capital LLC | 7,733 | $874.5K | 0.51% | +733+10.5% | Added |
| Winnow Wealth LLC | 7,960 | $874.1K | 0.87% | +7,960 | New |
| Empirical Finance, LLC | 7,692 | $869.9K | 0.05% | −88−1.1% | Reduced |
| SlateStone Wealth, LLC | 7,685 | $869.0K | 0.09% | +250+3.4% | Added |
| Farringdon Capital, Ltd. | 7,675 | $868.0K | 0.36% | +7,675 | New |
| Enhancing Capital LLC | 7,650 | $865.1K | 0.69% | +7,650 | New |
| Davenport & Co LLC | 7,596 | $859.1K | 0.01% | −164−2.1% | Reduced |
| Valley National Advisers Inc | 7,606 | $859.0K | 0.15% | −4,691−38.1% | Reduced |
| West Oak Capital, LLC | 7,545 | $853.3K | 0.30% | +360+5.0% | Added |
| Sound Financial Strategies Group, LLC | 7,529 | $851.5K | 0.71% | +1,018+15.6% | Added |
| Snowden Capital Advisors LLC | 7,511 | $849.4K | 0.03% | +7,511 | New |
| Allworth Financial LP | 7,414 | $841.8K | 0.00% | +922+14.2% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 7,424 | $839.6K | 0.02% | +7,424 | New |
| Blueshift Asset Management, LLC | 7,288 | $824.2K | 0.30% | +2,859+64.6% | Added |
| Ieq Capital, LLC | 7,286 | $824.0K | 0.01% | −1,515−17.2% | Reduced |
| Mission Wealth Management, LP | 7,257 | $820.7K | 0.02% | +7,257 | New |
| Moller Financial Services | 7,200 | $814.2K | 0.21% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 7,134 | $809.0K | 0.01% | −3,935−35.5% | Reduced |
| Tilia Fiduciary Partners, Inc. | 7,146 | $808.1K | 0.55% | −445−5.9% | Reduced |
| Toroso Investments, LLC | 7,109 | $804.0K | 0.01% | +568+8.7% | Added |
| Umb Bank N A | 7,084 | $801.1K | 0.01% | −259−3.5% | Reduced |
| Hartline Investment Corp | 7,070 | $799.5K | 0.09% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 7,054 | $797.7K | 0.02% | −10.0% | Reduced |
| Manske Wealth Management | 7,031 | $795.1K | 0.32% | +7,031 | New |
| V-Square Quantitative Management LLC | 7,015 | $793.3K | 0.11% | +699+11.1% | Added |
| Legacy Financial Advisors, Inc. | 7,002 | $791.9K | 0.13% | −351−4.8% | Reduced |
| Provident Investment Management, Inc. | 6,862 | $776.0K | 0.07% | +80+1.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 9,240 | $774.0K | 0.13% | +2,649+40.2% | Added |
| Twelve Points Wealth Management LLC | 6,827 | $772.1K | 0.22% | +1,375+25.2% | Added |
| Groupama Asset Managment | 6,690 | $761.7K | 0.02% | +6,690 | New |
| Vident Advisory, LLC | 6,691 | $757.1K | 0.01% | −753−10.1% | Reduced |
| Daymark Wealth Partners, LLC | 6,652 | $752.3K | 0.03% | −981−12.9% | Reduced |
| Allstate Corp | 6,615 | $748.1K | 0.02% | +6,615 | New |
| FIL Ltd | 6,550 | $740.7K | 0.00% | +3,092+89.4% | Added |
| 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 |
| Investors Research Corp | 6,392 | $722.9K | 0.16% | −150−2.3% | Reduced |
| Guardian Wealth Advisors, LLC | 6,369 | $720.3K | 0.46% | +75+1.2% | Added |
| HighPoint Advisor Group LLC | 6,590 | $718.5K | 0.04% | +1,043+18.8% | Added |
| Capstone Triton Financial Group, LLC | 6,347 | $717.8K | 0.45% | +501+8.6% | Added |
| Roehl & Yi Investment Advisors, LLC | 6,325 | $715.3K | 0.39% | +6,325 | New |
| Siemens Fonds Invest GmbH | 6,194 | $705.2K | 0.07% | +1,603+34.9% | Added |
| Sawgrass Asset Management LLC | 6,235 | $705.1K | 0.08% | −1,833−22.7% | Reduced |
| MCF Advisors LLC | 6,226 | $704.1K | 0.05% | +93+1.5% | Added |
| Claro Advisors LLC | 6,222 | $703.6K | 0.10% | −1,742−21.9% | Reduced |
| Investment Management Corp of Ontario | 6,183 | $699.2K | 0.02% | −1,200−16.3% | Reduced |
| Horizon Investments, LLC | 6,160 | $696.6K | 0.02% | +3,141+104.0% | Added |
| Ironvine Capital Partners, LLC | 6,100 | $689.8K | 0.07% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 6,079 | $687.5K | 0.02% | +846+16.2% | Added |