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 |
|---|---|---|---|---|---|
| Cypress Asset Management Inc | 2,509 | $283.7K | 0.07% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 2,507 | $283.5K | 0.02% | −327−11.5% | Reduced |
| TL Private Wealth | 2,500 | $283.3K | 0.13% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 2,502 | $283.0K | 0.02% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 2,501 | $282.9K | 0.02% | −441−15.0% | Reduced |
| LCNB Corp | 2,495 | $282.2K | 0.10% | +300+13.7% | Added |
| Sagespring Wealth Partners, LLC | 2,478 | $280.2K | 0.01% | +2,478 | New |
| Bill Few Associates, Inc. | 2,470 | $279.3K | 0.10% | +165+7.2% | Added |
| Credit Industriel Et Commercial | 2,469 | $279.2K | 0.07% | +2,469 | New |
| Bingham Private Wealth, LLC | 2,465 | $278.8K | 0.30% | +2,465 | New |
| Wealth Alliance Advisory Group, LLC | 2,444 | $276.4K | 0.06% | +7+0.3% | Added |
| MTM Investment Management, LLC | 2,439 | $275.9K | 0.11% | −89−3.5% | Reduced |
| Dakota Wealth Management | 2,436 | $275.5K | 0.01% | −1,134−31.8% | Reduced |
| Park Capital Management, LLC | 2,429 | $274.7K | 0.33% | +2,429 | New |
| Checchi Capital Advisers, LLC | 2,419 | $273.6K | 0.02% | +241+11.1% | Added |
| Presilium Private Wealth, LLC | 2,412 | $272.8K | 0.06% | 00.0% | Unchanged |
| Lincoln Capital LLC | 2,406 | $272.1K | 0.06% | 00.0% | Unchanged |
| Arrow Financial Corp | 2,398 | $271.2K | 0.03% | −50−2.0% | Reduced |
| FNY Investment Advisers, LLC | 2,400 | $271.0K | 0.14% | +2,400 | New |
| Sheets Smith Wealth Management | 2,389 | $270.2K | 0.03% | −60−2.4% | Reduced |
| EntryPoint Capital, LLC | 2,386 | $269.8K | 0.11% | −2,189−47.8% | Reduced |
| Fiduciary Financial Group, LLC | 2,477 | $268.9K | 0.06% | +2,477 | New |
| GW Henssler & Associates Ltd | 2,438 | $265.6K | 0.02% | 00.0% | Unchanged |
| DRW Securities, LLC | 2,340 | $264.6K | 0.02% | +2,340 | New |
| Liberty Capital Management, Inc. | 2,329 | $263.4K | 0.06% | 00.0% | Unchanged |
| Greenleaf Trust | 2,316 | $261.9K | 0.00% | −2,322−50.1% | Reduced |
| Cornerstone Wealth Management, LLC | 2,310 | $261.2K | 0.02% | +12+0.5% | Added |
| Barnes Pettey Financial Advisors, LLC | 2,300 | $260.1K | 0.20% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 2,280 | $257.9K | 0.09% | −164−6.7% | Reduced |
| Riverbend Wealth Management, LLC | 2,276 | $257.7K | 0.23% | +2,276 | New |
| Strategy Asset Managers LLC | 2,277 | $257.5K | 0.05% | +108+5.0% | Added |
| PUREfi Wealth, LLC | 2,273 | $257.1K | 0.25% | +2,273 | New |
| Fukoku Mutual Life Insurance Co | 2,258 | $255.4K | 0.02% | 00.0% | Unchanged |
| Cigna Investments Inc | 2,261 | $255.0K | 0.04% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 2,252 | $254.7K | 0.03% | −6−0.3% | Reduced |
| Steel Peak Wealth Management LLC | 2,248 | $254.2K | 0.01% | +2,248 | New |
| First Affirmative Financial Network | 2,244 | $253.8K | 0.15% | +179+8.7% | Added |
| FineMark National Bank & Trust | 2,241 | $253.4K | 0.01% | −105−4.5% | Reduced |
| Icon Wealth Advisors, LLC | 2,230 | $252.2K | 0.02% | +254+12.9% | Added |
| Van Strum & Towne Inc. | 2,230 | $252.2K | 0.09% | +2,230 | New |
| Callan Family Office, LLC | 2,225 | $251.6K | 0.02% | +2,225 | New |
| Kingswood Wealth Advisors, LLC | 2,214 | $250.4K | 0.02% | +2,214 | New |
| CSS LLC | 2,200 | $248.8K | 0.01% | +2,200 | New |
| Astoria Portfolio Advisors LLC. | 2,204 | $247.0K | 0.09% | +2,204 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,181 | $246.6K | 0.00% | −1,295−37.3% | Reduced |
| Soltis Investment Advisors LLC | 2,178 | $246.3K | 0.02% | +7+0.3% | Added |
| Etesian Wealth Advisors, Inc. | 2,169 | $245.3K | 0.11% | 00.0% | Unchanged |
| Paulson Wealth Management Inc. | 2,166 | $245.0K | 0.07% | +138+6.8% | Added |
| Archer Investment Corp | 2,157 | $243.9K | 0.07% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 2,149 | $242.5K | 0.01% | +85+4.1% | Added |
| Ameritas Advisory Services, LLC | 2,142 | $242.2K | 0.01% | −58−2.6% | Reduced |
| Radnor Capital Management, LLC | 2,135 | $241.0K | 0.04% | −1,260−37.1% | Reduced |
| Aegis Wealth Management LLC | 2,125 | $240.3K | 0.16% | +2,125 | New |
| Cooper Financial Group | 2,124 | $240.2K | 0.03% | +2,124 | New |
| Peapack Gladstone Financial Corp | 2,120 | $240.0K | 0.00% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 2,108 | $238.4K | 0.00% | +2,108 | New |
| United Advisor Group, LLC | 2,106 | $238.2K | 0.05% | −73−3.4% | Reduced |
| Keebeck Alpha, LP | 2,106 | $238.2K | 0.25% | +2,106 | New |
| USA Financial Portformulas Corp | 2,093 | $236.7K | 0.04% | −266−11.3% | Reduced |
| Range Financial Group LLC | 2,077 | $234.9K | 0.11% | −11−0.5% | Reduced |
| Smith Shellnut Wilson LLC | 2,075 | $234.7K | 0.10% | +2,075 | New |
| Sachetta, LLC | 2,074 | $234.6K | 0.09% | −89−4.1% | Reduced |
| Phoenix Wealth Advisors | 2,074 | $234.5K | 0.10% | −67−3.1% | Reduced |
| GWN Securities Inc. | 2,047 | $233.9K | 0.06% | +2,047 | New |
| Citizens Financial Group Inc | 2,067 | $233.8K | 0.00% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 2,052 | $232.1K | 0.05% | −727−26.2% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 2,040 | $230.7K | 0.05% | +2,040 | New |
| Equitable Holdings, Inc. | 2,017 | $228.1K | 0.00% | −50−2.4% | Reduced |
| Nicolet Bankshares Inc | 2,008 | $227.1K | 0.05% | −305−13.2% | Reduced |
| Weil Company, Inc. | 2,001 | $226.3K | 0.08% | +20+1.0% | Added |
| Rathbone Brothers plc | 2,000 | $226.2K | 0.00% | −1,620−44.8% | Reduced |
| GenTrust, LLC | 2,000 | $226.2K | 0.01% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 1,996 | $225.7K | 0.01% | +40+2.0% | Added |
| Federated Hermes, Inc. | 1,979 | $223.8K | 0.00% | +1,151+139.0% | Added |
| Private Trust Co NA | 1,970 | $222.8K | 0.02% | −1,849−48.4% | Reduced |
| Mountain Pacific Investment Advisers Inc | 1,950 | $220.5K | 0.02% | 00.0% | Unchanged |
| Syon Capital LLC | 1,936 | $218.9K | 0.02% | −27−1.4% | Reduced |
| Joel Isaacson & Co., LLC | 1,936 | $218.9K | 0.01% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 1,930 | $218.3K | 0.02% | +1,930 | New |
| Keystone Financial Services | 1,929 | $218.2K | 0.08% | +44+2.3% | Added |
| Covestor Ltd | 1,930 | $218.0K | 0.14% | +364+23.2% | Added |
| Main Street Group, LTD | 1,920 | $217.1K | 0.08% | 00.0% | Unchanged |
| Loudon Investment Management, LLC | 1,910 | $216.0K | 0.12% | +1,910 | New |
| Principal Securities, Inc. | 1,905 | $215.4K | 0.00% | +173+10.0% | Added |
| IAM Advisory, LLC | 1,903 | $215.2K | 0.05% | −4−0.2% | Reduced |
| Koshinski Asset Management, Inc. | 1,894 | $214.2K | 0.02% | +1,894 | New |
| David Loasby | 1,973 | $214.1K | 0.02% | +1,973 | New |
| Roberts Glore & Co Inc | 1,875 | $212.0K | 0.06% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 1,851 | $210.8K | 0.03% | +1,180+175.9% | Added |
| Conning Inc. | 1,855 | $209.8K | 0.01% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 1,845 | $208.7K | 0.04% | +1,845 | New |
| Revisor Wealth Management LLC | 1,853 | $208.2K | 0.19% | −553−23.0% | Reduced |
| Central Valley Advisors, LLC | 1,833 | $207.3K | 0.09% | +1,833 | New |
| Wesbanco Bank Inc | 1,827 | $206.6K | 0.01% | +1,827 | New |
| Whittier Trust Co | 1,827 | $206.6K | 0.00% | −2,895−61.3% | Reduced |
| Whitener Capital Management, Inc. | 1,825 | $206.4K | 0.06% | +1,825 | New |
| Code Waechter LLC | 1,809 | $204.6K | 0.18% | −533−22.8% | Reduced |
| Somerville Kurt F | 1,800 | $203.6K | 0.03% | +1,800 | New |
| Catalyst Funds Management Pty Ltd | 1,800 | $203.6K | 0.05% | +1,800 | New |
| Bender Robert & Associates | 1,770 | $200.2K | 0.05% | +1,770 | New |