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 |
|---|---|---|---|---|---|
| WBH Advisory Inc | 3,808 | $430.7K | 0.04% | +5+0.1% | Added |
| Wealth Group, Ltd. | 3,803 | $430.0K | 0.28% | −8−0.2% | Reduced |
| Camden Capital, LLC | 3,802 | $429.9K | 0.05% | +295+8.4% | Added |
| IFP Advisors, Inc | 3,792 | $429.0K | 0.01% | +119+3.2% | Added |
| Bleakley Financial Group, LLC | 3,788 | $428.4K | 0.01% | −33−0.9% | Reduced |
| Sovran Advisors, LLC | 3,820 | $428.3K | 0.06% | +3,820 | New |
| Northcape Wealth Management, LLC | 3,785 | $428.0K | 0.14% | 00.0% | Unchanged |
| Maven Securities LTD | 3,785 | $428.0K | 0.07% | +3,785 | New |
| SC&H Financial Advisors, Inc. | 3,780 | $427.5K | 0.09% | +1,821+93.0% | Added |
| Global Retirement Partners, LLC | 3,778 | $427.2K | 0.01% | −1,033−21.5% | Reduced |
| Guinness Asset Management LTD | 3,770 | $426.3K | 0.01% | +1,497+65.9% | Added |
| LGT Group Foundation | 3,750 | $424.1K | 0.01% | 00.0% | Unchanged |
| Nexus Investment Management ULC | 3,740 | $423.0K | 0.04% | −360−8.8% | Reduced |
| Concurrent Investment Advisors, LLC | 3,714 | $420.0K | 0.01% | +41+1.1% | Added |
| Miracle Mile Advisors, LLC | 3,693 | $417.6K | 0.01% | +1,304+54.6% | Added |
| Main Street Financial Solutions, LLC | 3,689 | $417.2K | 0.04% | +13+0.4% | Added |
| Penobscot Investment Management Company, Inc. | 3,669 | $414.9K | 0.04% | −300−7.6% | Reduced |
| Hopwood Financial Services, Inc. | 3,644 | $412.1K | 0.31% | +3,644 | New |
| City Holding Co | 3,622 | $409.6K | 0.06% | +127+3.6% | Added |
| Modera Wealth Management, LLC | 3,597 | $406.7K | 0.00% | +3,597 | New |
| Norden Group LLC | 3,591 | $406.1K | 0.05% | +3,591 | New |
| Dynamic Technology Lab Private Ltd | 3,580 | $405.0K | 0.07% | +866+31.9% | Added |
| Sittner & Nelson, LLC | 3,575 | $404.3K | 0.18% | +10.0% | Added |
| CAPROCK Group, Inc. | 3,555 | $402.1K | 0.01% | +583+19.6% | Added |
| Krane Funds Advisors LLC | 3,530 | $399.2K | 0.02% | −360−9.3% | Reduced |
| Excalibur Management Corp | 3,497 | $395.5K | 0.16% | +71+2.1% | Added |
| Fiduciary Trust Co | 3,468 | $392.2K | 0.01% | +485+16.3% | Added |
| Affinity Investment Advisors, LLC | 3,466 | $392.0K | 0.33% | +857+32.8% | Added |
| GAMMA Investing LLC | 3,451 | $390.3K | 0.03% | +725+26.6% | Added |
| Prairie Sky Financial Group LLC | 3,450 | $390.2K | 0.24% | 00.0% | Unchanged |
| Aurora Investment Counsel | 3,441 | $389.1K | 0.21% | −18−0.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 3,424 | $387.2K | 0.01% | −100−2.8% | Reduced |
| Lionshead Wealth Management, LLC | 3,408 | $385.4K | 0.28% | +3,408 | New |
| Aft, Forsyth & Company, Inc. | 3,400 | $384.5K | 0.19% | −621−15.4% | Reduced |
| West Financial Advisors, LLC | 3,385 | $382.8K | 0.07% | −202−5.6% | Reduced |
| Kingsview Wealth Management, LLC | 3,376 | $381.8K | 0.01% | +3+0.1% | Added |
| State of Wyoming | 3,374 | $381.6K | 0.05% | +689+25.7% | Added |
| Maridea Wealth Management LLC | 3,324 | $375.9K | 0.12% | +3,324 | New |
| Private Wealth Partners, LLC | 3,300 | $373.2K | 0.03% | −2,225−40.3% | Reduced |
| MUFG Securities Americas Inc. | 3,280 | $370.9K | 0.05% | +3,280 | New |
| Optimize Financial Inc | 3,280 | $370.9K | 0.28% | +3,280 | New |
| Financial Counselors Inc | 3,266 | $369.4K | 0.01% | −67−2.0% | Reduced |
| Sunbelt Securities, Inc. | 3,242 | $369.1K | 0.03% | +614+23.4% | Added |
| Wetherby Asset Management Inc | 3,262 | $368.9K | 0.02% | −183−5.3% | Reduced |
| Clear Harbor Asset Management, LLC | 3,240 | $366.4K | 0.03% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 3,227 | $365.0K | 0.01% | −17−0.5% | Reduced |
| Prime Capital Investment Advisors, LLC | 3,227 | $364.9K | 0.01% | +37+1.2% | Added |
| Signaturefd, LLC | 3,227 | $364.9K | 0.01% | −266−7.6% | Reduced |
| DGS Capital Management, LLC | 3,174 | $359.0K | 0.09% | +840+36.0% | Added |
| Profund Advisors LLC | 3,115 | $352.3K | 0.01% | −560−15.2% | Reduced |
| Belpointe Asset Management LLC | 3,305 | $350.5K | 0.02% | −302−8.4% | Reduced |
| Prostatis Group LLC | 3,093 | $349.8K | 0.10% | 00.0% | Unchanged |
| Central Trust Co | 3,078 | $348.1K | 0.01% | +288+10.3% | Added |
| Triumph Capital Management | 3,057 | $345.7K | 0.12% | −486−13.7% | Reduced |
| Sit Investment Associates Inc | 3,050 | $345.0K | 0.01% | 00.0% | Unchanged |
| Talon Private Wealth, LLC | 3,026 | $342.2K | 0.07% | +3,026 | New |
| Asahi Life Asset Management Co., Ltd. | 3,020 | $341.5K | 0.21% | +3,020 | New |
| Essex Savings Bank | 3,016 | $341.1K | 0.08% | +20+0.7% | Added |
| Dorsey & Whitney Trust CO LLC | 3,014 | $340.9K | 0.02% | −1,059−26.0% | Reduced |
| Martel Wealth Advisors Inc | 3,000 | $339.3K | 0.07% | +3,000 | New |
| Valeo Financial Advisors, LLC | 2,996 | $338.8K | 0.01% | +102+3.5% | Added |
| Joule Financial, LLC | 2,987 | $337.8K | 0.12% | +7+0.2% | Added |
| Clifford Swan Investment Counsel LLC | 2,973 | $336.2K | 0.01% | 00.0% | Unchanged |
| PFG Investments, LLC | 2,971 | $336.0K | 0.02% | +30+1.0% | Added |
| Graves-Light Private Wealth Management, Inc. | 2,967 | $335.5K | 0.04% | 00.0% | Unchanged |
| Forum Financial Management, LP | 2,949 | $333.5K | 0.01% | +2,949 | New |
| Jacobi Capital Management LLC | 2,938 | $332.2K | 0.02% | −63−2.1% | Reduced |
| Farmers National Bank | 2,934 | $331.8K | 0.10% | +2,934 | New |
| LVW Advisors, LLC | 2,921 | $330.3K | 0.04% | −473−13.9% | Reduced |
| Coastline Trust Co | 2,920 | $330.2K | 0.04% | −3,670−55.7% | Reduced |
| Leavell Investment Management, Inc. | 2,900 | $328.0K | 0.02% | +10.0% | Added |
| Court Place Advisors, LLC | 2,893 | $327.1K | 0.11% | −200−6.5% | Reduced |
| Portman Square Capital LLP | 2,875 | $325.1K | 0.06% | −8,781−75.3% | Reduced |
| Modern Wealth Management, LLC | 2,866 | $324.0K | 0.01% | +2,866 | New |
| Flywheel Private Wealth LLC | 2,860 | $323.4K | 0.30% | +2,860 | New |
| HBK Sorce Advisory LLC | 2,858 | $323.2K | 0.01% | +13+0.5% | Added |
| Allen Wealth Management, LLC | 2,857 | $323.1K | 0.23% | −100−3.4% | Reduced |
| Tortoise Investment Management, LLC | 2,819 | $318.8K | 0.03% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 2,813 | $318.0K | 0.03% | −43−1.5% | Reduced |
| Hoxton Planning & Management, LLC | 2,778 | $314.2K | 0.12% | +549+24.6% | Added |
| Personal Cfo Solutions, LLC | 2,760 | $312.1K | 0.06% | +77+2.9% | Added |
| Hazlett, Burt & Watson, Inc. | 2,753 | $312.0K | 0.14% | 00.0% | Unchanged |
| Saratoga Research & Investment Management | 2,736 | $309.4K | 0.02% | +230+9.2% | Added |
| Horizon Advisory Services, Inc. | 2,725 | $308.2K | 0.18% | +2,725 | New |
| We Are One Seven, LLC | 2,721 | $307.8K | 0.01% | +2,721 | New |
| Deseret Mutual Benefit Administrators | 2,715 | $307.0K | 0.15% | +19+0.7% | Added |
| Hollencrest Capital Management | 2,698 | $305.1K | 0.01% | 00.0% | Unchanged |
| Hardy Reed LLC | 2,696 | $304.9K | 0.03% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 2,691 | $304.4K | 0.00% | +296+12.4% | Added |
| TFG Advisers LLC | 2,659 | $300.7K | 0.11% | +222+9.1% | Added |
| Summit Investment Advisors, Inc. | 2,800 | $300.3K | 0.27% | +2,800 | New |
| Pensionmark Financial Group, LLC | 2,654 | $300.1K | 0.01% | +146+5.8% | Added |
| Blossom Wealth Management | 2,641 | $298.7K | 0.57% | +128+5.1% | Added |
| Trust Asset Management LLC | 2,607 | $294.8K | 0.02% | 00.0% | Unchanged |
| Cullinan Associates Inc | 2,600 | $294.0K | 0.02% | −504−16.2% | Reduced |
| LaFleur & Godfrey LLC | 2,580 | $291.8K | 0.04% | 00.0% | Unchanged |
| Novem Group | 2,571 | $290.8K | 0.04% | +2,571 | New |
| Archford Capital Strategies, LLC | 2,566 | $290.2K | 0.04% | −200−7.2% | Reduced |
| Choate Investment Advisors | 2,556 | $289.1K | 0.01% | +2,556 | New |
| National Asset Management, Inc. | 2,519 | $284.9K | 0.01% | +272+12.1% | Added |