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 |
|---|---|---|---|---|---|
| Operose Advisors LLC | 1,000 | $91.9K | 0.03% | +950+1,900.0% | Added |
| Smartleaf Asset Management LLC | 1,004 | $91.9K | 0.01% | −156−13.4% | Reduced |
| Harbour Investments, Inc. | 1,012 | $93.0K | 0.00% | +104+11.5% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 1,020 | $93.7K | 0.04% | −7−0.7% | Reduced |
| Canton Hathaway, LLC | 1,050 | $96.0K | 0.02% | +1,050 | New |
| EverSource Wealth Advisors, LLC | 1,068 | $98.1K | 0.01% | −479−31.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,115 | $102.4K | 0.02% | +243+27.9% | Added |
| Signaturefd, LLC | 1,125 | $103.3K | 0.00% | −2,102−65.1% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 1,200 | $110.2K | 0.01% | −200−14.3% | Reduced |
| Storebrand Asset Management AS | 1,219 | $112.0K | 0.00% | −13,024−91.4% | Reduced |
| SBI Securities Co., Ltd. | 1,250 | $114.8K | 0.00% | +159+14.6% | Added |
| Rossby Financial, LCC | 1,334 | $118.0K | 0.05% | +1,334 | New |
| Evermay Wealth Management LLC | 1,340 | $123.1K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,363 | $125.0K | 0.00% | −94−6.5% | Reduced |
| Key Financial Inc | 1,364 | $125.3K | 0.03% | −129−8.6% | Reduced |
| South Dakota Investment Council | 1,398 | $128.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,400 | $128.6K | 0.06% | +1,226+704.6% | Added |
| Alpine Bank Wealth Management | 1,450 | $133.2K | 0.02% | +1,450 | New |
| Pittenger & Anderson Inc | 1,475 | $135.5K | 0.00% | −98−6.2% | Reduced |
| Versant Capital Management, Inc | 1,554 | $142.8K | 0.02% | +1,374+763.3% | Added |
| SRS Capital Advisors, Inc. | 1,590 | $146.1K | 0.01% | +1,159+268.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,597 | $146.6K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 1,601 | $147.1K | 0.02% | −7−0.4% | Reduced |
| Perritt Capital Management Inc | 1,614 | $148.4K | 0.08% | +45+2.9% | Added |
| Ossiam | 1,633 | $150.0K | 0.00% | +119+7.9% | Added |
| Ostrum Asset Management | 1,678 | $154.2K | 0.01% | −44−2.6% | Reduced |
| Whittier Trust Co | 1,705 | $156.6K | 0.00% | −122−6.7% | Reduced |
| Sachetta, LLC | 1,725 | $158.5K | 0.06% | −349−16.8% | Reduced |
| USA Financial Portformulas Corp | 1,823 | $167.5K | 0.03% | −270−12.9% | Reduced |
| Covestor Ltd | 1,842 | $170.0K | 0.11% | −88−4.6% | Reduced |
| Main Street Group, LTD | 1,920 | $176.4K | 0.07% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,974 | $181.4K | 0.00% | −1,450−42.3% | Reduced |
| Federated Hermes, Inc. | 2,112 | $194.0K | 0.00% | +133+6.7% | Added |
| Archer Investment Corp | 2,157 | $198.2K | 0.05% | 00.0% | Unchanged |
| United Advisor Group, LLC | 2,182 | $200.5K | 0.04% | +76+3.6% | Added |
| TL Private Wealth | 2,500 | $200.7K | 0.10% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 2,190 | $201.2K | 0.02% | +2,190 | New |
| First Affirmative Financial Network | 2,192 | $201.4K | 0.12% | −52−2.3% | Reduced |
| Phoenix Wealth Advisors | 2,199 | $202.0K | 0.09% | +125+6.0% | Added |
| DRW Securities, LLC | 2,200 | $202.1K | 0.02% | −140−6.0% | Reduced |
| Van Strum & Towne Inc. | 2,200 | $202.1K | 0.07% | −30−1.3% | Reduced |
| Steel Peak Wealth Management LLC | 2,201 | $202.2K | 0.01% | −47−2.1% | Reduced |
| AE Wealth Management LLC | 2,202 | $202.3K | 0.00% | +2,202 | New |
| Beacon Pointe Advisors, LLC | 2,211 | $203.1K | 0.00% | +2,211 | New |
| Cigna Investments Inc | 2,217 | $204.0K | 0.04% | −44−1.9% | Reduced |
| FineMark National Bank & Trust | 2,232 | $205.1K | 0.01% | −9−0.4% | Reduced |
| Cooper Financial Group | 2,234 | $205.2K | 0.03% | +110+5.2% | Added |
| Meeder Advisory Services, Inc. | 2,240 | $205.8K | 0.01% | −261−10.4% | Reduced |
| Paradigm Capital Management, LLC | 2,240 | $206.0K | 0.21% | +2,240 | New |
| Citizens Financial Group Inc | 2,245 | $206.3K | 0.00% | +178+8.6% | Added |
| Prostatis Group LLC | 2,247 | $206.4K | 0.07% | −846−27.4% | Reduced |
| Moody National Bank Trust Division | 2,252 | $206.9K | 0.02% | 00.0% | Unchanged |
| Lincoln Capital LLC | 2,406 | $207.3K | 0.04% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 2,258 | $207.4K | 0.02% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 2,310 | $211.2K | 0.01% | +161+7.5% | Added |
| Barnes Pettey Financial Advisors, LLC | 2,300 | $211.3K | 0.16% | 00.0% | Unchanged |
| FreeGulliver LLC | 2,306 | $211.9K | 0.11% | +2,306 | New |
| Liberty Capital Management, Inc. | 2,329 | $214.0K | 0.05% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,905 | $215.4K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 2,357 | $216.5K | 0.17% | +1,187+101.5% | Added |
| Fiduciary Financial Group, LLC | 2,537 | $218.0K | 0.05% | +60+2.4% | Added |
| Cornerstone Wealth Management, LLC | 2,385 | $219.1K | 0.01% | +75+3.2% | Added |
| Central Valley Advisors, LLC | 2,393 | $219.8K | 0.08% | +560+30.6% | Added |
| Presilium Private Wealth, LLC | 2,412 | $221.6K | 0.05% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 2,415 | $221.9K | 0.02% | +465+23.8% | Added |
| Whitener Capital Management, Inc. | 2,418 | $222.2K | 0.06% | +593+32.5% | Added |
| Dakota Wealth Management | 2,423 | $222.6K | 0.01% | −13−0.5% | Reduced |
| Allen Wealth Management, LLC | 2,427 | $223.0K | 0.15% | −430−15.1% | Reduced |
| TCI Wealth Advisors, Inc. | 2,429 | $223.2K | 0.02% | −78−3.1% | Reduced |
| GW Henssler & Associates Ltd | 2,438 | $224.0K | 0.01% | 00.0% | Unchanged |
| Bingham Private Wealth, LLC | 2,446 | $224.7K | 0.23% | −19−0.8% | Reduced |
| Sawgrass Asset Management LLC | 2,449 | $225.0K | 0.03% | −3,786−60.7% | Reduced |
| Financial Advisors Network, Inc. | 2,451 | $225.2K | 0.04% | +2,451 | New |
| Arrow Financial Corp | 2,455 | $225.5K | 0.03% | +57+2.4% | Added |
| Wealth Alliance Advisory Group, LLC | 2,458 | $225.8K | 0.05% | +14+0.6% | Added |
| Pictet & Cie (Europe) SA | 2,461 | $226.1K | 0.01% | +2,461 | New |
| Bill Few Associates, Inc. | 2,470 | $227.0K | 0.08% | 00.0% | Unchanged |
| Riverbend Wealth Management, LLC | 2,488 | $228.6K | 0.20% | +212+9.3% | Added |
| Cidel Asset Management Inc | 2,502 | $229.9K | 0.02% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 2,518 | $231.4K | 0.04% | −2,857−53.2% | Reduced |
| Checchi Capital Advisers, LLC | 2,524 | $231.9K | 0.02% | +105+4.3% | Added |
| Penobscot Investment Management Company, Inc. | 2,536 | $233.0K | 0.02% | −1,133−30.9% | Reduced |
| Callan Family Office, LLC | 2,548 | $234.1K | 0.02% | +323+14.5% | Added |
| Talon Private Wealth, LLC | 2,553 | $234.6K | 0.03% | −473−15.6% | Reduced |
| City Holding Co | 2,557 | $234.9K | 0.03% | −1,065−29.4% | Reduced |
| Trust Asset Management LLC | 2,568 | $235.9K | 0.02% | −39−1.5% | Reduced |
| LaFleur & Godfrey LLC | 2,580 | $237.0K | 0.03% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 2,106 | $237.0K | 0.01% | −36−1.7% | Reduced |
| Saratoga Research & Investment Management | 2,588 | $237.8K | 0.01% | −148−5.4% | Reduced |
| Cullinan Associates Inc | 2,600 | $238.9K | 0.02% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 2,609 | $239.7K | 0.01% | −257−9.0% | Reduced |
| TFG Advisers LLC | 2,682 | $246.4K | 0.09% | +23+0.9% | Added |
| Astoria Portfolio Advisors LLC. | 2,846 | $246.7K | 0.08% | +642+29.1% | Added |
| Hardy Reed LLC | 2,696 | $247.7K | 0.02% | 00.0% | Unchanged |
| Hollencrest Capital Management | 2,698 | $247.9K | 0.01% | 00.0% | Unchanged |
| Coastline Trust Co | 2,720 | $249.9K | 0.03% | −200−6.8% | Reduced |
| MTM Investment Management, LLC | 2,710 | $250.0K | 0.10% | +271+11.1% | Added |
| HBK Sorce Advisory LLC | 2,728 | $250.6K | 0.01% | −130−4.5% | Reduced |
| Valeo Financial Advisors, LLC | 2,731 | $250.9K | 0.01% | −265−8.8% | Reduced |
| Prudential PLC | 2,747 | $252.4K | 0.00% | −5,441−66.5% | Reduced |