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 |
|---|---|---|---|---|---|
| Summit Investment Advisors, Inc. | 2,800 | $252.4K | 0.22% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 2,753 | $253.0K | 0.11% | 00.0% | Unchanged |
| Farmers National Bank | 2,759 | $253.5K | 0.07% | −175−6.0% | Reduced |
| Sagespring Wealth Partners, LLC | 2,779 | $255.3K | 0.01% | +301+12.1% | Added |
| Personal Cfo Solutions, LLC | 2,793 | $256.5K | 0.05% | +33+1.2% | Added |
| Darwin Advisors, LLC | 2,280 | $257.9K | 0.09% | 00.0% | Unchanged |
| XTX Topco Ltd | 2,808 | $258.0K | 0.01% | +2,808 | New |
| LCNB Corp | 2,815 | $258.6K | 0.10% | +320+12.8% | Added |
| State of Wyoming | 2,816 | $258.7K | 0.03% | −558−16.5% | Reduced |
| Tortoise Investment Management, LLC | 2,819 | $259.0K | 0.03% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 2,828 | $259.8K | 0.13% | +113+4.2% | Added |
| Horizon Advisory Services, Inc. | 2,829 | $259.9K | 0.15% | +104+3.8% | Added |
| Petrus Trust Company, LTA | 2,834 | $260.4K | 0.02% | −1,330−31.9% | Reduced |
| Norden Group LLC | 2,842 | $261.1K | 0.03% | −749−20.9% | Reduced |
| Fiduciary Trust Co | 2,871 | $263.8K | 0.00% | −597−17.2% | Reduced |
| RFG Advisory, LLC | 2,877 | $264.3K | 0.01% | −3,125−52.1% | Reduced |
| Financial Counselors Inc | 2,891 | $265.6K | 0.00% | −375−11.5% | Reduced |
| Court Place Advisors, LLC | 2,893 | $265.8K | 0.09% | 00.0% | Unchanged |
| Private Trust Co NA | 2,903 | $266.7K | 0.03% | +933+47.4% | Added |
| Joule Financial, LLC | 2,944 | $270.4K | 0.09% | −43−1.4% | Reduced |
| Integrated Advisors Network LLC | 2,946 | $270.7K | 0.01% | +2,946 | New |
| Forum Financial Management, LP | 2,947 | $270.7K | 0.00% | −2−0.1% | Reduced |
| Leavell Investment Management, Inc. | 2,952 | $271.2K | 0.01% | +52+1.8% | Added |
| Dorsey & Whitney Trust CO LLC | 2,962 | $272.1K | 0.02% | −52−1.7% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 2,967 | $272.6K | 0.03% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 2,973 | $273.1K | 0.01% | 00.0% | Unchanged |
| S-Bank Fund Management Ltd | 2,983 | $274.0K | 0.05% | +2,983 | New |
| Essex Savings Bank | 2,996 | $275.2K | 0.07% | −20−0.7% | Reduced |
| Martel Wealth Advisors Inc | 3,000 | $275.6K | 0.05% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 3,030 | $278.4K | 0.01% | −197−6.1% | Reduced |
| Profund Advisors LLC | 3,039 | $279.2K | 0.01% | −76−2.4% | Reduced |
| Sit Investment Associates Inc | 3,050 | $280.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 3,078 | $282.8K | 0.01% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 3,093 | $284.1K | 0.01% | +3,093 | New |
| Range Financial Group LLC | 3,141 | $288.6K | 0.13% | +1,064+51.2% | Added |
| Brown Miller Wealth Management, LLC | 3,141 | $288.6K | 0.10% | +3,141 | New |
| Modera Wealth Management, LLC | 3,175 | $291.6K | 0.00% | −422−11.7% | Reduced |
| Strategy Asset Managers LLC | 3,178 | $291.9K | 0.06% | +901+39.6% | Added |
| Heritage Trust Co | 3,235 | $297.2K | 0.04% | −873−21.3% | Reduced |
| Kingsview Wealth Management, LLC | 3,236 | $297.2K | 0.01% | −140−4.1% | Reduced |
| Clear Harbor Asset Management, LLC | 3,243 | $297.9K | 0.02% | +3+0.1% | Added |
| Blueshift Asset Management, LLC | 3,273 | $300.7K | 0.12% | −4,015−55.1% | Reduced |
| Revisor Wealth Management LLC | 3,274 | $300.7K | 0.13% | +1,421+76.7% | Added |
| Schonfeld Strategic Advisors LLC | 3,296 | $302.8K | 0.00% | −15,866−82.8% | Reduced |
| Sherbrooke Park Advisers LLC | 3,296 | $302.8K | 0.14% | −1,586−32.5% | Reduced |
| Private Wealth Partners, LLC | 3,300 | $303.2K | 0.03% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,351 | $307.9K | 0.01% | +1,922+134.5% | Added |
| MBB Public Markets I LLC | 3,377 | $310.2K | 0.04% | +3,377 | New |
| OmniStar Financial Group, Inc. | 3,352 | $310.5K | 0.24% | −7,345−68.7% | Reduced |
| Aurora Investment Counsel | 3,384 | $310.9K | 0.17% | −57−1.7% | Reduced |
| West Financial Advisors, LLC | 3,385 | $311.0K | 0.06% | 00.0% | Unchanged |
| Aft, Forsyth & Company, Inc. | 3,400 | $312.4K | 0.17% | 00.0% | Unchanged |
| Sovran Advisors, LLC | 3,650 | $314.3K | 0.04% | −170−4.5% | Reduced |
| GTS Securities LLC | 3,431 | $315.2K | 0.01% | −1,428−29.4% | Reduced |
| Prairie Sky Financial Group LLC | 3,450 | $317.0K | 0.19% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,476 | $319.3K | 0.00% | +1,295+59.4% | Added |
| Midwest Financial Group LLC | 3,515 | $322.9K | 0.19% | −400−10.2% | Reduced |
| Polymer Capital Management (US) LLC | 3,532 | $324.5K | 0.10% | +3,532 | New |
| Excalibur Management Corp | 3,538 | $325.1K | 0.13% | +41+1.2% | Added |
| Guinness Asset Management LTD | 3,540 | $325.2K | 0.01% | −230−6.1% | Reduced |
| BCJ Capital Management, LLC | 3,541 | $325.3K | 0.02% | +3,541 | New |
| Pensionmark Financial Group, LLC | 3,558 | $326.9K | 0.01% | +904+34.1% | Added |
| Sittner & Nelson, LLC | 3,577 | $328.6K | 0.14% | +2+0.1% | Added |
| Hopwood Financial Services, Inc. | 3,579 | $328.8K | 0.25% | −65−1.8% | Reduced |
| Triumph Capital Management | 3,581 | $329.0K | 0.11% | +524+17.1% | Added |
| Main Street Financial Solutions, LLC | 3,622 | $332.7K | 0.03% | −67−1.8% | Reduced |
| GAMMA Investing LLC | 3,627 | $333.2K | 0.03% | +176+5.1% | Added |
| Founders Financial Securities LLC | 3,756 | $333.3K | 0.03% | −126−3.2% | Reduced |
| Camden Capital, LLC | 3,637 | $334.1K | 0.04% | −165−4.3% | Reduced |
| Vaughan David Investments LLC | 3,646 | $335.0K | 0.01% | −274−7.0% | Reduced |
| Winton Group Ltd | 3,659 | $336.2K | 0.02% | +3,659 | New |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 3,664 | $336.6K | 0.16% | +2,814+331.1% | Added |
| Visionary Horizons, LLC | 3,665 | $336.7K | 0.24% | −550−13.0% | Reduced |
| Vista Wealth Management Group, LLC | 3,716 | $341.3K | 0.02% | −170−4.4% | Reduced |
| IFP Advisors, Inc | 3,729 | $342.8K | 0.01% | −63−1.7% | Reduced |
| LGT Group Foundation | 3,750 | $344.5K | 0.00% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 3,767 | $346.0K | 0.00% | −350−8.5% | Reduced |
| Plimoth Trust Co LLC | 3,771 | $346.4K | 0.09% | −45−1.2% | Reduced |
| Northcape Wealth Management, LLC | 3,785 | $347.7K | 0.11% | 00.0% | Unchanged |
| SC&H Financial Advisors, Inc. | 3,785 | $347.7K | 0.07% | +5+0.1% | Added |
| Optimize Financial Inc | 3,788 | $348.0K | 0.13% | +508+15.5% | Added |
| Strategic Advisors LLC | 3,800 | $349.1K | 0.07% | −300−7.3% | Reduced |
| WBH Advisory Inc | 3,803 | $349.4K | 0.03% | −5−0.1% | Reduced |
| Wealth Group, Ltd. | 3,843 | $353.0K | 0.23% | +40+1.1% | Added |
| Coldstream Capital Management Inc | 3,844 | $353.1K | 0.01% | −808−17.4% | Reduced |
| Tiaa Trust, National Association | 3,844 | $353.1K | 0.00% | −123−3.1% | Reduced |
| River Wealth Advisors LLC | 3,846 | $353.3K | 0.05% | −363−8.6% | Reduced |
| Integrated Quantitative Investments LLC | 3,900 | $358.3K | 0.18% | +3,900 | New |
| Krane Funds Advisors LLC | 3,903 | $358.6K | 0.01% | +373+10.6% | Added |
| Belpointe Asset Management LLC | 3,931 | $361.2K | 0.02% | +626+18.9% | Added |
| MUFG Securities Americas Inc. | 3,941 | $362.1K | 0.04% | +661+20.2% | Added |
| Concurrent Investment Advisors, LLC | 3,949 | $362.8K | 0.01% | +235+6.3% | Added |
| US Asset Management LLC | 3,948 | $363.0K | 0.35% | −14−0.4% | Reduced |
| Bamco Inc | 4,000 | $367.5K | 0.00% | −11,260−73.8% | Reduced |
| Ferguson Wellman Capital Management, Inc | 4,008 | $368.2K | 0.01% | −14−0.3% | Reduced |
| DMG Group, LLC | 4,017 | $369.0K | 0.30% | −1,676−29.4% | Reduced |
| Accel Wealth Management | 4,019 | $369.2K | 0.13% | +13+0.3% | Added |
| Jacobi Capital Management LLC | 4,025 | $369.8K | 0.03% | +1,087+37.0% | Added |
| Foster & Motley Inc | 4,037 | $371.0K | 0.02% | −243−5.7% | Reduced |
| American National Bank | 4,061 | $373.1K | 0.04% | +4,061 | New |