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 |
|---|---|---|---|---|---|
| Daymark Wealth Partners, LLC | 6,823 | $626.8K | 0.03% | +171+2.6% | Added |
| Sound Financial Strategies Group, LLC | 6,917 | $635.5K | 0.57% | −612−8.1% | Reduced |
| CSS LLC | 6,960 | $639.4K | 0.04% | +4,760+216.4% | Added |
| Benin Management CORP | 7,019 | $644.8K | 0.18% | −1,060−13.1% | Reduced |
| Stratos Wealth Partners, LTD. | 7,027 | $645.6K | 0.01% | −5,659−44.6% | Reduced |
| CAPROCK Group, Inc. | 7,058 | $648.5K | 0.02% | +3,503+98.5% | Added |
| Atria Investments LLC | 7,062 | $648.8K | 0.01% | +1,484+26.6% | Added |
| Hartline Investment Corp | 7,070 | $649.5K | 0.09% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 7,081 | $650.5K | 0.01% | +27+0.4% | Added |
| Mission Wealth Management, LP | 7,082 | $650.6K | 0.02% | −175−2.4% | Reduced |
| V-Square Quantitative Management LLC | 7,123 | $654.4K | 0.10% | +108+1.5% | Added |
| Manske Wealth Management | 7,154 | $657.2K | 0.25% | +123+1.7% | Added |
| Umb Bank N A | 7,155 | $657.3K | 0.01% | +71+1.0% | Added |
| Provident Investment Management, Inc. | 7,167 | $658.4K | 0.06% | +305+4.4% | Added |
| Moller Financial Services | 7,200 | $661.5K | 0.16% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 7,234 | $664.6K | 0.02% | +2,265+45.6% | Added |
| Ashton Thomas Private Wealth, LLC | 7,315 | $672.0K | 0.03% | −680−8.5% | Reduced |
| United Capital Financial Advisers, LLC | 7,393 | $679.2K | 0.01% | −866−10.5% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 7,424 | $682.0K | 0.02% | 00.0% | Unchanged |
| West Oak Capital, LLC | 7,435 | $683.1K | 0.26% | −110−1.5% | Reduced |
| PEAK6 LLC | 7,485 | $687.6K | 0.03% | +7,485 | New |
| Weaver C. Barksdale & Associates, Inc. | 7,586 | $696.7K | 0.67% | −182−2.3% | Reduced |
| Enhancing Capital LLC | 7,650 | $702.8K | 0.56% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 7,660 | $704.0K | 0.07% | −25−0.3% | Reduced |
| Napatree Capital LLC | 7,685 | $706.0K | 0.40% | −48−0.6% | Reduced |
| Empirical Finance, LLC | 7,930 | $728.5K | 0.04% | +238+3.1% | Added |
| CFS Investment Advisory Services, LLC | 7,942 | $730.0K | 0.06% | −1,387−14.9% | Reduced |
| Farther Finance Advisors, LLC | 7,949 | $733.5K | 0.02% | +3,427+75.8% | Added |
| Wedbush Securities Inc | 8,026 | $737.0K | 0.03% | −292−3.5% | Reduced |
| Martingale Asset Management L P | 8,042 | $738.8K | 0.02% | +3,383+72.6% | Added |
| Tower Research Capital LLC (TRC) | 8,127 | $746.6K | 0.02% | −10,344−56.0% | Reduced |
| Sepio Capital, LP | 8,134 | $747.3K | 0.06% | −38−0.5% | Reduced |
| South State Corp. | 8,144 | $748.2K | 0.03% | −1,659−16.9% | Reduced |
| Carderock Capital Management Inc | 8,225 | $755.6K | 0.20% | −1,650−16.7% | Reduced |
| Cushing Capital Partners, LLC | 8,258 | $758.6K | 0.68% | +8,258 | New |
| Pine Haven Investment Counsel, Inc | 8,307 | $763.2K | 0.64% | −325−3.8% | Reduced |
| Summit Financial, LLC | 8,319 | $764.2K | 0.02% | +4,165+100.3% | Added |
| Vident Advisory, LLC | 8,335 | $766.0K | 0.01% | +1,644+24.6% | Added |
| Twelve Points Wealth Management LLC | 8,391 | $770.9K | 0.21% | +1,564+22.9% | Added |
| Private Advisor Group, LLC | 8,420 | $773.6K | 0.00% | −971−10.3% | Reduced |
| Elevated Capital Advisors, LLC | 8,427 | $774.1K | 0.22% | −96−1.1% | Reduced |
| Bradley Foster & Sargent Inc | 8,447 | $776.0K | 0.01% | −682−7.5% | Reduced |
| Oxford Asset Management LLP | 8,516 | $782.4K | 0.36% | +8,516 | New |
| Capital Investment Advisory Services, LLC | 8,572 | $787.5K | 0.07% | +3,344+64.0% | Added |
| Tufton Capital Management | 8,575 | $787.8K | 0.15% | −92−1.1% | Reduced |
| Lido Advisors, LLC | 8,635 | $793.3K | 0.00% | −2,450−22.1% | Reduced |
| Groupama Asset Managment | 8,680 | $794.8K | 0.02% | +1,990+29.7% | Added |
| Waldron Private Wealth LLC | 8,681 | $797.6K | 0.04% | −1,277−12.8% | Reduced |
| International Assets Investment Management, LLC | 8,814 | $809.8K | 0.07% | −536−5.7% | Reduced |
| Physicians Financial Services, Inc. | 8,868 | $815.0K | 0.27% | −173−1.9% | Reduced |
| Engineers Gate Manager LP | 8,900 | $817.6K | 0.01% | +8,900 | New |
| Los Angeles Capital Management LLC | 8,963 | $823.4K | 0.00% | −481,096−98.2% | Reduced |
| TCM Advisors, LLC | – | $826.8K | 0.72% | – | – |
| BancorpSouth Bank | 9,114 | $837.3K | 0.06% | +45+0.5% | Added |
| Thrivent Financial for Lutherans | 9,141 | $840.0K | 0.00% | +16+0.2% | Added |
| Davenport & Co LLC | 9,185 | $843.9K | 0.00% | +1,589+20.9% | Added |
| Winnow Wealth LLC | 9,188 | $844.0K | 0.78% | +1,228+15.4% | Added |
| Capitolis Liquid Global Markets LLC | 9,200 | $845.2K | 0.01% | −800−8.0% | Reduced |
| Fox Run Management, L.L.C. | 9,214 | $846.5K | 0.13% | +9,214 | New |
| EP Wealth Advisors, LLC | 9,290 | $853.4K | 0.01% | +401+4.5% | Added |
| Simmons Bank | 9,328 | $857.0K | 0.06% | −385−4.0% | Reduced |
| Old Point Trust & Financial Services N A | 9,350 | $859.0K | 0.30% | −115−1.2% | Reduced |
| MAI Capital Management | 9,364 | $860.2K | 0.01% | −513−5.2% | Reduced |
| Wealthcare Capital Partners, LLC | 9,429 | $866.3K | 0.45% | +115+1.2% | Added |
| Dynamic Technology Lab Private Ltd | 9,440 | $868.0K | 0.13% | +5,860+163.7% | Added |
| Argent Advisors, Inc. | 9,517 | $874.3K | 0.29% | +612+6.9% | Added |
| Snowden Capital Advisors LLC | 9,625 | $884.2K | 0.03% | +2,114+28.1% | Added |
| Peak Retirement Planning, Inc. | 9,641 | $885.7K | 0.49% | −1,106−10.3% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 9,644 | $886.0K | 0.48% | −1,005−9.4% | Reduced |
| Rothschild Investment LLC | 9,686 | $889.9K | 0.06% | −142−1.4% | Reduced |
| Union Heritage Capital, LLC | 9,731 | $894.0K | 0.33% | 00.0% | Unchanged |
| Versor Investments LP | 9,782 | $898.7K | 0.15% | +9,782 | New |
| AG2R la Mondiale Gestion D'Actifs | 9,604 | $898.8K | 0.05% | +9,604 | New |
| Atria Wealth Solutions, Inc. | 9,920 | $911.4K | 0.01% | +46+0.5% | Added |
| Verity Asset Management, Inc. | 9,923 | $911.6K | 0.37% | −1,406−12.4% | Reduced |
| Principle Wealth Partners LLC | 9,947 | $913.8K | 0.07% | +810+8.9% | Added |
| 1832 Asset Management L.P. | 9,983 | $917.1K | 0.00% | +9,983 | New |
| Sanctuary Advisors, LLC | 9,993 | $918.1K | 0.01% | −4,110−29.1% | Reduced |
| Douglass Winthrop Advisors, LLC | 10,000 | $918.7K | 0.02% | 00.0% | Unchanged |
| Carnegie Lake Advisors LLC | 10,035 | $922.0K | 0.37% | 00.0% | Unchanged |
| Delta Financial Advisors LLC | 10,058 | $924.0K | 0.35% | −80−0.8% | Reduced |
| Clearstead Advisors, LLC | 10,084 | $926.5K | 0.01% | −3,641−26.5% | Reduced |
| Beacon Investment Advisors LLC | 10,136 | $931.2K | 0.44% | +218+2.2% | Added |
| Arkadios Wealth Advisors | 10,151 | $932.6K | 0.04% | +10,151 | New |
| Zurich Insurance Group Ltd | 10,200 | $937.1K | 0.01% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 10,201 | $937.2K | 0.01% | −3,079−23.2% | Reduced |
| Maryland State Retirement & Pension System | 10,253 | $941.9K | 0.02% | −1,458−12.4% | Reduced |
| E. Ohman J:or Asset Management AB | 10,253 | $941.9K | 0.03% | −850−7.7% | Reduced |
| New Mexico Educational Retirement Board | 10,387 | $954.0K | 0.03% | −200−1.9% | Reduced |
| Creative Financial Designs Inc | 10,460 | $961.0K | 0.08% | +1,218+13.2% | Added |
| Groesbeck Investment Management Corp | 10,553 | $970.0K | 1.36% | −392−3.6% | Reduced |
| Hills Bank & Trust Co | 10,569 | $971.0K | 0.07% | −102−1.0% | Reduced |
| Brevan Howard Capital Management LP | 10,700 | $983.0K | 0.03% | +10,700 | New |
| M&G Plc | 10,735 | $987.6K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 10,754 | $988.0K | 0.02% | −800−6.9% | Reduced |
| Hall Capital Management Co Inc | 10,857 | $997.4K | 0.46% | +1,065+10.9% | Added |
| Terry L. Blaker | 10,859 | $997.6K | 0.04% | −4,278−28.3% | Reduced |
| Mizuho Markets Americas LLC | 10,935 | $1.00M | 0.02% | −13,169−54.6% | Reduced |
| Synovus Financial Corp | 11,154 | $1.02M | 0.01% | −307−2.7% | Reduced |
| Confluence Wealth Services, Inc. | 11,855 | $1.03M | 0.06% | +1,044+9.7% | Added |