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 |
|---|---|---|---|---|---|
| CVA Family Office, LLC | 757 | $69.5K | 0.01% | −100−11.7% | Reduced |
| DT Investment Partners, LLC | 743 | $68.3K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 732 | $67.2K | 0.01% | −29−3.8% | Reduced |
| Evolution Advisers, Inc. | 728 | $66.0K | 0.03% | 00.0% | Unchanged |
| Larson Financial Group LLC | 717 | $65.9K | 0.00% | +283+65.2% | Added |
| Roble, Belko & Company, Inc | 660 | $61.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 660 | $60.6K | 0.01% | +152+29.9% | Added |
| Curat Global, LLC | 658 | $60.4K | 0.07% | +658 | New |
| Skopos Labs, Inc. | 658 | $60.4K | 0.01% | +161+32.4% | Added |
| Western Pacific Wealth Management, LP | 635 | $58.3K | 0.05% | 00.0% | Unchanged |
| CX Institutional | 620 | $57.0K | 0.00% | +620 | New |
| First Horizon Advisors, Inc. | 617 | $56.7K | 0.00% | +98+18.9% | Added |
| Viking Fund Management LLC | 600 | $55.1K | 0.01% | 00.0% | Unchanged |
| Security National Bank | 600 | $55.1K | 0.01% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 600 | $55.0K | 0.04% | 00.0% | Unchanged |
| Curio Wealth, LLC | 2 | $54.7K | 0.03% | −233−99.1% | Reduced |
| Ofi Invest Asset Management | 630 | $53.6K | 0.00% | +630 | New |
| Indiana Trust & Investment Management CO | 567 | $52.1K | 0.02% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 637 | $52.0K | 0.04% | −190−23.0% | Reduced |
| Clean Yield Group | 551 | $50.6K | 0.02% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 547 | $50.3K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 528 | $48.7K | 0.03% | −75−12.4% | Reduced |
| Parkside Financial Bank & Trust | 524 | $48.1K | 0.01% | −6−1.1% | Reduced |
| Sawyer & Company, Inc | 500 | $46.0K | 0.02% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 472 | $43.0K | 0.02% | +472 | New |
| JFS Wealth Advisors, LLC | 468 | $43.0K | 0.00% | −28−5.6% | Reduced |
| Chilton Capital Management LLC | 450 | $41.3K | 0.00% | +450 | New |
| Smallwood Wealth Investment Management, LLC | 426 | $39.1K | 0.02% | +426 | New |
| Independence Bank of Kentucky | 425 | $39.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 415 | $38.1K | 0.00% | −50−10.8% | Reduced |
| ORG Partners LLC | 400 | $36.9K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 381 | $35.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 376 | $34.5K | 0.00% | +11+3.0% | Added |
| Ameriflex Group, Inc. | 371 | $34.1K | 0.01% | +12+3.3% | Added |
| Hantz Financial Services, Inc. | 366 | $34.0K | 0.00% | +366 | New |
| Signature Resources Capital Management, LLC | 366 | $33.6K | 0.03% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 365 | $33.5K | 0.01% | +113+44.8% | Added |
| Hemington Wealth Management | 364 | $33.0K | 0.01% | −27−6.9% | Reduced |
| Bangor Savings Bank | 350 | $32.2K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 346 | $31.8K | 0.00% | −344−49.9% | Reduced |
| Perkins Coie Trust Co | 345 | $31.7K | 0.01% | −1,299−79.0% | Reduced |
| Heritage Wealth Advisors | 341 | $31.3K | 0.00% | +4+1.2% | Added |
| Park Square Financial Group, LLC | 334 | $30.7K | 0.02% | −208−38.4% | Reduced |
| GW&K Investment Management, LLC | 329 | $30.0K | 0.00% | +31+10.4% | Added |
| Carolinas Wealth Consulting LLC | 318 | $29.2K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 316 | $29.0K | 0.01% | 00.0% | Unchanged |
| Advantage Trust Co | 305 | $28.0K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 298 | $27.4K | 0.00% | +298 | New |
| Eastern Bank | 293 | $26.9K | 0.00% | −88−23.1% | Reduced |
| Stonebridge Financial Group, LLC | 287 | $26.4K | 0.00% | +2+0.7% | Added |
| Beacon Capital Management, LLC | 287 | $26.4K | 0.00% | +24+9.1% | Added |
| Plante Moran Financial Advisors, LLC | 275 | $25.3K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 270 | $24.8K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 261 | $24.0K | 0.00% | +251+2,510.0% | Added |
| Addison Advisors LLC | 260 | $23.9K | 0.01% | +29+12.6% | Added |
| Pacifica Partners Inc. | 270 | $23.3K | 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 |
| Rosenberg Matthew Hamilton | 242 | $22.2K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 241 | $22.1K | 0.02% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 234 | $21.5K | 0.02% | −286−55.0% | Reduced |
| Iron Horse Wealth Management, LLC | 231 | $21.2K | 0.01% | −110−32.3% | Reduced |
| Smithfield Trust Co | 225 | $21.0K | 0.00% | −200−47.1% | Reduced |
| NBC Securities, Inc. | 234 | $21.0K | 0.00% | +234 | New |
| Bank & Trust Co | 206 | $18.9K | 0.02% | 00.0% | Unchanged |
| 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 |
| CoreCap Advisors, LLC | 186 | $17.1K | 0.00% | −56−23.1% | Reduced |
| Asset Dedication, LLC | 186 | $17.1K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 175 | $16.1K | 0.01% | −12−6.4% | Reduced |
| Raleigh Capital Management Inc. | 173 | $15.9K | 0.01% | −33−16.0% | Reduced |
| Salomon & Ludwin, LLC | 172 | $15.8K | 0.00% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 160 | $14.7K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 159 | $14.6K | 0.00% | +159 | New |
| Optiver Holding B.V. | 156 | $14.3K | 0.00% | +156 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 164 | $14.2K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 154 | $14.1K | 0.00% | −146−48.7% | Reduced |
| MV Capital Management, Inc. | 152 | $14.0K | 0.00% | −219−59.0% | Reduced |
| TD Waterhouse Canada Inc. | 150 | $13.8K | 0.00% | −118−44.0% | Reduced |
| 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 |
| Barrett & Company, Inc. | 150 | $13.8K | 0.01% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 150 | $13.8K | 0.01% | 00.0% | Unchanged |
| Walleye Capital LLC | 147 | $13.5K | 0.00% | +147 | New |
| Vermillion & White Wealth Management Group, LLC | 145 | $13.3K | 0.01% | +145 | New |
| 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 |
| Future Financial Wealth Managment LLC | 136 | $12.5K | 0.01% | +1+0.7% | Added |
| Aspect Partners, LLC | 135 | $12.4K | 0.01% | 00.0% | Unchanged |
| First Pacific Financial | 131 | $12.0K | 0.00% | +56+74.7% | Added |
| Capital Advisors, Ltd. LLC | 136 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 127 | $11.7K | 0.00% | −33−20.6% | Reduced |
| Ritter Daniher Financial Advisory LLC | 125 | $11.5K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 125 | $11.3K | 0.00% | +99+380.8% | Added |
| North Capital, Inc. | 114 | $10.5K | 0.01% | +114 | New |
| Caldwell Sutter Capital, Inc. | 106 | $9.74K | 0.00% | −12−10.2% | Reduced |
| CBIZ Investment Advisory Services, LLC | 101 | $9.28K | 0.00% | +101 | New |
| Accordant Advisory Group Inc | 100 | $9.19K | 0.01% | −50−33.3% | Reduced |
| Eukles Asset Management | 100 | $9.19K | 0.00% | 00.0% | Unchanged |