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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vermillion & White Wealth Management Group, LLC | 145 | $13.3K | 0.01% | +145 | New |
| Walleye Capital LLC | 147 | $13.5K | 0.00% | +147 | New |
| Barrett & Company, Inc. | 150 | $13.8K | 0.01% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 150 | $13.8K | 0.01% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 150 | $13.8K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 150 | $13.8K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 150 | $13.8K | 0.00% | −118−44.0% | Reduced |
| MV Capital Management, Inc. | 152 | $14.0K | 0.00% | −219−59.0% | Reduced |
| TD Private Client Wealth LLC | 154 | $14.1K | 0.00% | −146−48.7% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 164 | $14.2K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 156 | $14.3K | 0.00% | +156 | New |
| Activest Wealth Management | 159 | $14.6K | 0.00% | +159 | New |
| North Ridge Wealth Advisors, Inc. | 160 | $14.7K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 172 | $15.8K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 173 | $15.9K | 0.01% | −33−16.0% | Reduced |
| First United Bank Trust | 175 | $16.1K | 0.01% | −12−6.4% | Reduced |
| Asset Dedication, LLC | 186 | $17.1K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 186 | $17.1K | 0.00% | −56−23.1% | Reduced |
| Monetary Management Group Inc | 200 | $18.4K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 200 | $18.4K | 0.01% | 00.0% | Unchanged |
| Union Savings Bank | 200 | $18.4K | 0.01% | 00.0% | Unchanged |
| Bank & Trust Co | 206 | $18.9K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 225 | $21.0K | 0.00% | −200−47.1% | Reduced |
| NBC Securities, Inc. | 234 | $21.0K | 0.00% | +234 | New |
| Iron Horse Wealth Management, LLC | 231 | $21.2K | 0.01% | −110−32.3% | Reduced |
| Caitong International Asset Management Co., Ltd | 234 | $21.5K | 0.02% | −286−55.0% | Reduced |
| Piscataqua Savings Bank | 241 | $22.1K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 242 | $22.2K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 250 | $23.0K | 0.01% | +250 | New |
| Citizens National Bank Trust Department | 250 | $23.0K | 0.00% | +250 | New |
| Pacifica Partners Inc. | 270 | $23.3K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 260 | $23.9K | 0.01% | +29+12.6% | Added |
| BOK Financial Private Wealth, Inc. | 261 | $24.0K | 0.00% | +251+2,510.0% | Added |
| PSI Advisors, LLC | 270 | $24.8K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 275 | $25.3K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 287 | $26.4K | 0.00% | +24+9.1% | Added |
| Stonebridge Financial Group, LLC | 287 | $26.4K | 0.00% | +2+0.7% | Added |
| Eastern Bank | 293 | $26.9K | 0.00% | −88−23.1% | Reduced |
| Zions Bancorporation, National Association | 298 | $27.4K | 0.00% | +298 | New |
| Advantage Trust Co | 305 | $28.0K | 0.02% | 00.0% | Unchanged |
| Park Place Capital Corp | 316 | $29.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 318 | $29.2K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 329 | $30.0K | 0.00% | +31+10.4% | Added |
| Park Square Financial Group, LLC | 334 | $30.7K | 0.02% | −208−38.4% | Reduced |
| Heritage Wealth Advisors | 341 | $31.3K | 0.00% | +4+1.2% | Added |
| Perkins Coie Trust Co | 345 | $31.7K | 0.01% | −1,299−79.0% | Reduced |
| Quent Capital, LLC | 346 | $31.8K | 0.00% | −344−49.9% | Reduced |
| Bangor Savings Bank | 350 | $32.2K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 364 | $33.0K | 0.01% | −27−6.9% | Reduced |
| Hexagon Capital Partners LLC | 365 | $33.5K | 0.01% | +113+44.8% | Added |
| Signature Resources Capital Management, LLC | 366 | $33.6K | 0.03% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 366 | $34.0K | 0.00% | +366 | New |
| Ameriflex Group, Inc. | 371 | $34.1K | 0.01% | +12+3.3% | Added |
| Sandy Spring Bank | 376 | $34.5K | 0.00% | +11+3.0% | Added |
| Silvant Capital Management LLC | 381 | $35.0K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 400 | $36.9K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 415 | $38.1K | 0.00% | −50−10.8% | Reduced |
| Independence Bank of Kentucky | 425 | $39.0K | 0.01% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 426 | $39.1K | 0.02% | +426 | New |
| Chilton Capital Management LLC | 450 | $41.3K | 0.00% | +450 | New |
| JFS Wealth Advisors, LLC | 468 | $43.0K | 0.00% | −28−5.6% | Reduced |
| Wayfinding Financial, LLC | 472 | $43.0K | 0.02% | +472 | New |
| Sawyer & Company, Inc | 500 | $46.0K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 524 | $48.1K | 0.01% | −6−1.1% | Reduced |
| Bullock Wealth Management Group | 528 | $48.7K | 0.03% | −75−12.4% | Reduced |
| North Star Investment Management Corp. | 547 | $50.3K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 551 | $50.6K | 0.02% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 637 | $52.0K | 0.04% | −190−23.0% | Reduced |
| Indiana Trust & Investment Management CO | 567 | $52.1K | 0.02% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 630 | $53.6K | 0.00% | +630 | New |
| Curio Wealth, LLC | 2 | $54.7K | 0.03% | −233−99.1% | Reduced |
| Keener Financial Planning LLC | 600 | $55.0K | 0.04% | 00.0% | Unchanged |
| Viking Fund Management LLC | 600 | $55.1K | 0.01% | 00.0% | Unchanged |
| Security National Bank | 600 | $55.1K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 617 | $56.7K | 0.00% | +98+18.9% | Added |
| CX Institutional | 620 | $57.0K | 0.00% | +620 | New |
| Western Pacific Wealth Management, LP | 635 | $58.3K | 0.05% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 658 | $60.4K | 0.01% | +161+32.4% | Added |
| Curat Global, LLC | 658 | $60.4K | 0.07% | +658 | New |
| Atlantic Trust, LLC | 660 | $60.6K | 0.01% | +152+29.9% | Added |
| Roble, Belko & Company, Inc | 660 | $61.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 717 | $65.9K | 0.00% | +283+65.2% | Added |
| Evolution Advisers, Inc. | 728 | $66.0K | 0.03% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 732 | $67.2K | 0.01% | −29−3.8% | Reduced |
| DT Investment Partners, LLC | 743 | $68.3K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 757 | $69.5K | 0.01% | −100−11.7% | Reduced |
| S.A. Mason LLC | 760 | $69.8K | 0.04% | +760 | New |
| Ronald Blue Trust, Inc. | 768 | $70.6K | 0.00% | +100+15.0% | Added |
| Massmutual Trust Co FSB | 800 | $73.5K | 0.00% | +93+13.2% | Added |
| Blume Capital Management, Inc. | 850 | $78.1K | 0.02% | +850 | New |
| Westpac Banking Corp | 858 | $78.8K | 0.01% | −433−33.5% | Reduced |
| Spire Wealth Management | 864 | $79.3K | 0.00% | −329−27.6% | Reduced |
| Generali Asset Management SPA SGR | 899 | $82.6K | 0.00% | −28,045−96.9% | Reduced |
| CNB Bank | 910 | $83.6K | 0.04% | 00.0% | Unchanged |
| Bank of New Hampshire | 920 | $84.5K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 937 | $86.1K | 0.01% | −19−2.0% | Reduced |
| Duncker Streett & Co Inc | 950 | $87.3K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 964 | $88.6K | 0.00% | −196−16.9% | Reduced |
| Exchange Traded Concepts, LLC | 971 | $89.2K | 0.00% | +212+27.9% | Added |
| Thompson Investment Management, Inc. | 1,000 | $91.9K | 0.01% | 00.0% | Unchanged |