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 |
|---|---|---|---|---|---|
| Neville Rodie & Shaw Inc | 6,075 | $687.0K | 0.05% | 00.0% | Unchanged |
| Thoma Capital Management LLC | 6,049 | $684.0K | 0.47% | +6,049 | New |
| Logan Capital Management Inc | 6,026 | $681.5K | 0.03% | +495+8.9% | Added |
| Anb Bank | 6,003 | $678.9K | 0.30% | +6,003 | New |
| RFG Advisory, LLC | 6,002 | $678.8K | 0.02% | −520−8.0% | Reduced |
| Jain Global LLC | 5,900 | $667.2K | 0.02% | +5,900 | New |
| Impact Partnership Wealth, LLC | 5,891 | $666.2K | 0.13% | +82+1.4% | Added |
| Gateway Investment Advisers LLC | 5,871 | $663.9K | 0.01% | −110−1.8% | Reduced |
| Nautilus Advisors LLC | 5,814 | $657.5K | 0.52% | +5,814 | New |
| Tokio Marine Asset Management Co Ltd | 5,814 | $657.5K | 0.02% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 5,802 | $656.1K | 0.07% | +5,802 | New |
| Tudor Financial Inc. | 5,778 | $653.5K | 0.38% | −352−5.7% | Reduced |
| Cove Private Wealth, LLC | 5,775 | $653.1K | 0.39% | −1,800−23.8% | Reduced |
| Meeder Asset Management Inc | 5,769 | $652.4K | 0.05% | −3,458−37.5% | Reduced |
| DMG Group, LLC | 5,693 | $643.8K | 0.52% | +26+0.5% | Added |
| Parallel Advisors, LLC | 5,687 | $643.2K | 0.01% | −334−5.5% | Reduced |
| TAP Consulting, LLC | 5,638 | $637.6K | 0.13% | −469−7.7% | Reduced |
| Atria Investments LLC | 5,578 | $630.8K | 0.01% | −525−8.6% | Reduced |
| Apex Wealth Management, LLC | 5,518 | $624.0K | 0.54% | +5,518 | New |
| Sequoia Financial Advisors, LLC | 5,518 | $624.0K | 0.01% | +1,929+53.7% | Added |
| Nilsine Partners, LLC | 5,509 | $623.0K | 0.07% | +2,370+75.5% | Added |
| Applied Finance Capital Management, LLC | 5,445 | $615.8K | 0.03% | +5,445 | New |
| Virtu Financial LLC | 5,431 | $614.0K | 0.03% | +5,431 | New |
| Caldwell Trust Co | 5,416 | $612.5K | 0.06% | 00.0% | Unchanged |
| Mendel Capital Management LLC | 5,414 | $612.3K | 0.37% | +250+4.8% | Added |
| Wynn Capital, LLC | 5,402 | $610.9K | 0.39% | +120+2.3% | Added |
| Altus Wealth Group LLC | 5,386 | $609.1K | 0.27% | −192−3.4% | Reduced |
| Mayflower Financial Advisors, LLC | 5,375 | $607.9K | 0.09% | −157−2.8% | Reduced |
| Capital Investment Advisory Services, LLC | 5,228 | $591.2K | 0.06% | +150+3.0% | Added |
| GPS Wealth Strategies Group, LLC | 5,184 | $586.3K | 0.08% | −314−5.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,146 | $582.0K | 0.01% | −400−7.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,138 | $581.1K | 0.01% | −2,521−32.9% | Reduced |
| Integrated Wealth Concepts LLC | 5,122 | $579.3K | 0.01% | +1,460+39.9% | Added |
| Resources Investment Advisors, LLC. | 5,103 | $577.1K | 0.01% | +216+4.4% | Added |
| Great Valley Advisor Group, Inc. | 5,098 | $576.4K | 0.01% | −69−1.3% | Reduced |
| Avantax Advisory Services, Inc. | 5,083 | $574.8K | 0.00% | +669+15.2% | Added |
| MOKAN Wealth Management Inc. | 5,063 | $572.8K | 0.36% | +5,063 | New |
| BHK Investment Advisors, LLC | 5,030 | $568.8K | 0.21% | +20.0% | Added |
| Brown Brothers Harriman & Co | 5,001 | $565.6K | 0.00% | −72−1.4% | Reduced |
| SG Americas Securities, LLC | 4,981 | $563.0K | 0.00% | −4,267−46.1% | Reduced |
| Summit Trail Advisors, LLC | 4,969 | $562.0K | 0.02% | +956+23.8% | Added |
| Centiva Capital, LP | 4,952 | $560.0K | 0.02% | −1,492−23.2% | Reduced |
| Apriem Advisors | 4,930 | $557.6K | 0.06% | −101−2.0% | Reduced |
| Sherbrooke Park Advisers LLC | 4,882 | $552.1K | 0.18% | +4,882 | New |
| GTS Securities LLC | 4,859 | $549.5K | 0.03% | −12,245−71.6% | Reduced |
| Regions Financial Corp | 4,848 | $548.3K | 0.00% | −323−6.2% | Reduced |
| Bridgewater Associates, LP | 4,834 | $546.7K | 0.00% | −11,045−69.6% | Reduced |
| Center For Asset Management LLC | 4,774 | $539.9K | 0.35% | +55+1.2% | Added |
| Warther Private Wealth, LLC | 4,750 | $537.2K | 0.18% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 4,730 | $534.9K | 0.01% | +518+12.3% | Added |
| Panagora Asset Management Inc | 4,721 | $533.9K | 0.00% | +1,487+46.0% | Added |
| Martingale Asset Management L P | 4,659 | $526.9K | 0.01% | +563+13.7% | Added |
| Coldstream Capital Management Inc | 4,652 | $526.0K | 0.01% | −310−6.2% | Reduced |
| Gen-Wealth Partners Inc | 4,651 | $526.0K | 0.23% | +139+3.1% | Added |
| Global X Japan Co., Ltd. | 4,644 | $525.2K | 0.07% | +955+25.9% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 4,536 | $513.0K | 0.05% | −119−2.6% | Reduced |
| Farther Finance Advisors, LLC | 4,522 | $511.3K | 0.02% | −242−5.1% | Reduced |
| Capital Management Associates, Inc | 4,520 | $511.2K | 0.19% | −208−4.4% | Reduced |
| NVWM, LLC | 4,459 | $504.4K | 0.13% | −37−0.8% | Reduced |
| Wealthcare Advisory Partners LLC | 4,406 | $498.3K | 0.01% | −969−18.0% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 3,975 | $496.0K | 0.00% | +275+7.4% | Added |
| Wakefield Asset Management LLLP | 4,381 | $495.4K | 0.17% | +243+5.9% | Added |
| Transce3nd, LLC | 4,377 | $495.1K | 0.17% | +4,377 | New |
| Vestcor Inc | 4,371 | $494.0K | 0.02% | −5−0.1% | Reduced |
| Boston Private Wealth LLC | 4,365 | $493.6K | 0.01% | +4,365 | New |
| Trust Co of Toledo NA | 4,359 | $493.0K | 0.06% | 00.0% | Unchanged |
| Everence Capital Management Inc | 4,330 | $490.0K | 0.03% | −1,500−25.7% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 4,326 | $489.2K | 0.03% | −50−1.1% | Reduced |
| Glenview Trust Co | 4,318 | $488.3K | 0.01% | +92+2.2% | Added |
| Venture Visionary Partners LLC | 4,310 | $487.4K | 0.02% | −200−4.4% | Reduced |
| J.W. Cole Advisors, Inc. | 4,301 | $486.4K | 0.02% | −186−4.1% | Reduced |
| Foster & Motley Inc | 4,280 | $484.0K | 0.03% | −48−1.1% | Reduced |
| Visionary Horizons, LLC | 4,215 | $476.7K | 0.31% | −10−0.2% | Reduced |
| River Wealth Advisors LLC | 4,209 | $476.0K | 0.06% | −511−10.8% | Reduced |
| Park Avenue Securities LLC | 4,188 | $474.0K | 0.00% | +4,188 | New |
| Petrus Trust Company, LTA | 4,164 | $470.9K | 0.05% | +78+1.9% | Added |
| Summit Financial, LLC | 4,154 | $469.8K | 0.02% | −145−3.4% | Reduced |
| Kovitz Investment Group Partners, LLC | 4,117 | $466.0K | 0.00% | +90+2.2% | Added |
| Longfellow Investment Management Co LLC | 4,120 | $465.9K | 0.12% | −264−6.0% | Reduced |
| Heritage Trust Co | 4,108 | $464.6K | 0.05% | +4,108 | New |
| Curbstone Financial Management Corp | 4,100 | $463.7K | 0.10% | 00.0% | Unchanged |
| Strategic Advisors LLC | 4,100 | $463.7K | 0.08% | +750+22.4% | Added |
| AlphaCore Capital LLC | 4,088 | $462.3K | 0.10% | −421−9.3% | Reduced |
| Avidian Wealth Solutions, LLC | 4,059 | $459.0K | 0.02% | +1,653+68.7% | Added |
| Ferguson Wellman Capital Management, Inc | 4,022 | $454.8K | 0.01% | −20.0% | Reduced |
| Accel Wealth Management | 4,006 | $453.1K | 0.17% | −676−14.4% | Reduced |
| Thoroughbred Financial Services, LLC | 4,001 | $452.0K | 0.03% | +20+0.5% | Added |
| Pallas Capital Advisors LLC | 3,991 | $451.3K | 0.02% | +27+0.7% | Added |
| Canada Post Corp Registered Pension Plan | 3,986 | $450.8K | 0.03% | +3,986 | New |
| Tiaa Trust, National Association | 3,967 | $448.6K | 0.00% | −268−6.3% | Reduced |
| US Asset Management LLC | 3,962 | $448.0K | 0.40% | −135−3.3% | Reduced |
| Vaughan David Investments LLC | 3,920 | $443.0K | 0.01% | −100−2.5% | Reduced |
| Midwest Financial Group LLC | 3,915 | $442.7K | 0.25% | −1,340−25.5% | Reduced |
| Stevens Capital Management LP | 3,890 | $440.0K | 0.18% | +1,460+60.1% | Added |
| Vista Wealth Management Group, LLC | 3,886 | $439.4K | 0.03% | +3,886 | New |
| Founders Financial Securities LLC | 3,882 | $439.0K | 0.04% | +3,882 | New |
| Wimmer Associates 1, LLC | 3,865 | $437.1K | 0.22% | +325+9.2% | Added |
| Bard Financial Services, Inc. | 3,825 | $432.6K | 0.05% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 3,817 | $431.8K | 0.21% | −102−2.6% | Reduced |
| Plimoth Trust Co LLC | 3,816 | $431.6K | 0.11% | −30−0.8% | Reduced |