Price T Rowe Group Inc

TROW

Exchange: Nasdaq
Industry: Investment Advice
SEC CIK: 0001113169

SEC filings (opens in a new tab)

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, Q1 2025

Institutional positions in Price T Rowe Group Inc as of Mar 31, 2025. 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: 1,087; −28 vs. Q4 2024
Shares held: 172.1M; +830.5K (+0.5%) vs. Q4 2024
Total value: $15.8B; −$3.56B (−18.4%) vs. Q4 2024
New holders: 110; 391 more added
Sold out: 138; 430 more reduced

13 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2025: 1,087 institutions

Value heldQ1 2025: $15.8B

Institutions holding TROW and their total value by quarter
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, Q1 2025

Shares, value and share of portfolio for each institution holding Price T Rowe Group Inc; share changes are against Q4 2024.

Institutions holding TROW in Q1 2025
Institution	Shares	Value	% of portfolio	Change in shares	Action
Kozak & Associates, Inc.	0	$30	0.00%	−136−100.0%	Reduced
HFM Investment Advisors, LLC	1	$92	0.00%	+1	New
Concord Wealth Partners	2	$184	0.00%	00.0%	Unchanged
Private Wealth Asset Management, LLC	2	$184	0.00%	+2	New
Rakuten Securities, Inc.	2	$184	0.00%	+2	New
American Capital Advisory, LLC	2	$184	0.00%	+2	New
Parkworth Wealth Management, Inc.	3	$276	0.00%	−1−25.0%	Reduced
GoalVest Advisory LLC	3	$276	0.00%	+3	New
Dogwood Wealth Management LLC	3	$276	0.00%	+3	New
Y.D. More Investments Ltd	1,398	$345	0.00%	+1,118+399.3%	Added
Trust Co	4	$367	0.00%	00.0%	Unchanged
Oakworth Capital, Inc.	5	$459	0.00%	00.0%	Unchanged
Chesapeake Asset Management LLC	5	$459	0.00%	+5	New
City State Bank	5	$459	0.00%	+5	New
SJS Investment Consulting Inc.	5	$460	0.00%	−13−72.2%	Reduced
WealthTrak Capital Management LLC	5	$460	0.00%	+3+150.0%	Added
Hughes Financial Services, LLC	5	$461	0.00%	+5	New
WestEnd Advisors, LLC	6	$551	0.00%	+1+20.0%	Added
Bay Harbor Wealth Management, LLC	6	$551	0.00%	+6	New
Capital A Wealth Management, LLC	7	$643	0.00%	00.0%	Unchanged
Rialto Wealth Management, LLC	8	$735	0.00%	+8	New
Principia Wealth Advisory, LLC	9	$811	0.00%	+4+80.0%	Added
West Paces Advisors Inc.	9	$827	0.00%	00.0%	Unchanged
Penserra Capital Management LLC	18	$1.00K	0.00%	−563−96.9%	Reduced
Cornerstone Planning Group LLC	12	$1.04K	0.00%	+6+100.0%	Added
Cromwell Holdings LLC	12	$1.10K	0.00%	+12	New
Glass Jacobson Investment Advisors llc	10	$1.13K	0.00%	00.0%	Unchanged
DHJJ Financial Advisors, Ltd.	13	$1.20K	0.00%	00.0%	Unchanged
Sierra Ocean, LLC	14	$1.29K	0.00%	−46−76.7%	Reduced
Raffa Wealth Management, LLC	16	$1.47K	0.00%	−45−73.8%	Reduced
AdvisorNet Financial, Inc	17	$1.56K	0.00%	−51−75.0%	Reduced
Northwest Capital Management Inc	17	$1.56K	0.00%	00.0%	Unchanged
Acima Private Wealth, LLC	17	$1.56K	0.00%	00.0%	Unchanged
Cape Investment Advisory, Inc.	18	$1.65K	0.00%	−1−5.3%	Reduced
Crowley Wealth Management, Inc.	18	$1.65K	0.00%	+9+100.0%	Added
Dunhill Financial, LLC	19	$1.76K	0.00%	−12−38.7%	Reduced
DiNuzzo Private Wealth, Inc.	20	$1.84K	0.00%	−4−16.7%	Reduced
Core Alternative Capital	21	$1.93K	0.00%	00.0%	Unchanged
Avion Wealth	20	$2.00K	0.00%	00.0%	Unchanged
Winch Advisory Services, LLC	23	$2.10K	0.00%	00.0%	Unchanged
Bogart Wealth, LLC	24	$2.21K	0.00%	00.0%	Unchanged
Quest 10 Wealth Builders, Inc.	25	$2.30K	0.00%	−1−3.8%	Reduced
Valued Wealth Advisors LLC	26	$2.41K	0.00%	−4−13.3%	Reduced
Bruce G. Allen Investments, LLC	27	$2.48K	0.00%	−7−20.6%	Reduced
UMA Financial Services, Inc.	27	$2.48K	0.00%	+27	New
Red Tortoise LLC	30	$2.76K	0.00%	−10−25.0%	Reduced
Abound Wealth Management	30	$2.76K	0.00%	+3+11.1%	Added
Bare Financial Services, Inc	31	$2.85K	0.00%	+31	New
Tobam	36	$3.00K	0.00%	+36	New
Global Financial Private Client, LLC	33	$3.03K	0.00%	−10,800−99.7%	Reduced
Whipplewood Advisors, LLC	46	$3.21K	0.00%	+11+31.4%	Added
Altshuler Shaham Ltd	38	$3.49K	0.00%	+38	New
BankPlus Trust Department	39	$3.58K	0.00%	00.0%	Unchanged
Montag & Caldwell, LLC	40	$3.67K	0.00%	00.0%	Unchanged
Motco	40	$3.67K	0.00%	00.0%	Unchanged
Grove Bank & Trust	40	$3.67K	0.00%	00.0%	Unchanged
Prestige Wealth Management Group LLC	42	$3.86K	0.00%	00.0%	Unchanged
Ancora Advisors, LLC	42	$3.86K	0.00%	+3+7.7%	Added
True Wealth Design, LLC	44	$4.01K	0.00%	−298−87.1%	Reduced
Private Wealth Management Group, LLC	46	$4.23K	0.00%	−88−65.7%	Reduced
Mark Sheptoff Financial Planning, LLC	48	$4.41K	0.00%	00.0%	Unchanged
Studio Investment Management LLC	49	$4.50K	0.00%	−550−91.8%	Reduced
TD Capital Management LLC	49	$4.50K	0.00%	+49	New
VSM Wealth Advisory, LLC	50	$4.59K	0.00%	00.0%	Unchanged
JNBA Financial Advisors	52	$4.78K	0.00%	−25−32.5%	Reduced
Pineridge Advisors LLC	55	$5.04K	0.00%	−71−56.3%	Reduced
Legacy Wealth Managment, LLC	55	$5.05K	0.00%	00.0%	Unchanged
Atala Financial Inc	61	$5.60K	0.00%	00.0%	Unchanged
Highline Wealth Partners LLC	67	$6.16K	0.00%	−16−19.3%	Reduced
Continuum Advisory, LLC	68	$6.26K	0.00%	−30−30.6%	Reduced
Costello Asset Management, INC	70	$6.43K	0.00%	00.0%	Unchanged
Marshall & Sterling Wealth Advisors Inc.	70	$6.43K	0.00%	+70	New
Riverview Trust Co	72	$6.62K	0.01%	−8−10.0%	Reduced
Ogorek Anthony Joseph	87	$7.00K	0.00%	+87	New
Medallion Wealth Advisors, LLC	80	$7.38K	0.00%	00.0%	Unchanged
Millstone Evans Group, LLC	83	$7.63K	0.01%	00.0%	Unchanged
Ruedi Wealth Management, Inc.	87	$7.99K	0.00%	00.0%	Unchanged
Saudi Central Bank	87	$7.99K	0.04%	+87	New
Atticus Wealth Management, LLC	90	$8.27K	0.00%	00.0%	Unchanged
Webster Bank, N. A.	91	$8.36K	0.00%	00.0%	Unchanged
Fortitude Family Office, LLC	92	$8.45K	0.00%	−8−8.0%	Reduced
Guardian Wealth Management, Inc.	96	$8.87K	0.01%	+1+1.1%	Added
Farmers & Merchants Trust Co of Chambersburg PA	100	$9.00K	0.00%	00.0%	Unchanged
Sound Income Strategies, LLC	98	$9.00K	0.00%	+50+104.2%	Added
Accordant Advisory Group Inc	100	$9.19K	0.01%	−50−33.3%	Reduced
Eukles Asset Management	100	$9.19K	0.00%	00.0%	Unchanged
Mascoma Wealth Management LLC	100	$9.19K	0.00%	00.0%	Unchanged
N.E.W. Advisory Services LLC	100	$9.19K	0.00%	+100	New
CBIZ Investment Advisory Services, LLC	101	$9.28K	0.00%	+101	New
Caldwell Sutter Capital, Inc.	106	$9.74K	0.00%	−12−10.2%	Reduced
North Capital, Inc.	114	$10.5K	0.01%	+114	New
Leonteq Securities AG	125	$11.3K	0.00%	+99+380.8%	Added
Ritter Daniher Financial Advisory LLC	125	$11.5K	0.00%	00.0%	Unchanged
Bell Investment Advisors, Inc	127	$11.7K	0.00%	−33−20.6%	Reduced
Capital Advisors, Ltd. LLC	136	$12.0K	0.00%	00.0%	Unchanged
First Pacific Financial	131	$12.0K	0.00%	+56+74.7%	Added
Aspect Partners, LLC	135	$12.4K	0.01%	00.0%	Unchanged
Future Financial Wealth Managment LLC	136	$12.5K	0.01%	+1+0.7%	Added
Montag A & Associates Inc	140	$12.9K	0.00%	−25−15.2%	Reduced
Fourth Dimension Wealth, LLC	140	$12.9K	0.01%	00.0%	Unchanged