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 |
|---|---|---|---|---|---|
| United Asset Strategies, Inc. | 16,893 | $1.55M | 0.14% | +4,568+37.1% | Added |
| Horan Capital Advisors, LLC. | 16,776 | $1.54M | 0.52% | −290−1.7% | Reduced |
| Ethic Inc. | 16,435 | $1.52M | 0.03% | −2,807−14.6% | Reduced |
| Sigma Planning Corp | 16,304 | $1.50M | 0.05% | +2,053+14.4% | Added |
| Mercer Global Advisors Inc | 16,264 | $1.49M | 0.00% | −780−4.6% | Reduced |
| Green Square Capital Advisors LLC | 15,968 | $1.47M | 0.22% | +15,968 | New |
| Huntington National Bank | 15,767 | $1.45M | 0.01% | −1,299−7.6% | Reduced |
| Security National Bank of Sioux City Iowa | 15,734 | $1.45M | 1.05% | +973+6.6% | Added |
| Trajan Wealth LLC | 15,621 | $1.44M | 0.08% | +992+6.8% | Added |
| Donoghue Forlines LLC | 15,597 | $1.43M | 0.45% | +2,791+21.8% | Added |
| Lantz Financial LLC | 15,487 | $1.42M | 0.39% | −845−5.2% | Reduced |
| Greenspring Advisors, LLC | 15,426 | $1.42M | 0.34% | 00.0% | Unchanged |
| Rockland Trust Co | 15,392 | $1.41M | 0.07% | +1,012+7.0% | Added |
| Poehling Capital Management, LLC | 15,346 | $1.41M | 0.36% | +713+4.9% | Added |
| Nomura Holdings Inc | 15,312 | $1.41M | 0.01% | −1,894−11.0% | Reduced |
| Pinnacle Associates Ltd | 15,267 | $1.40M | 0.02% | +500+3.4% | Added |
| Ameritas Investment Partners, Inc. | 15,260 | $1.40M | 0.05% | +1,503+10.9% | Added |
| Bellecapital International Ltd. | 15,246 | $1.40M | 0.28% | +3,195+26.5% | Added |
| Credit Industriel Et Commercial | 15,073 | $1.38M | 0.25% | +12,604+510.5% | Added |
| Verdence Capital Advisors LLC | 14,999 | $1.38M | 0.11% | −10,652−41.5% | Reduced |
| Centiva Capital, LP | 14,995 | $1.38M | 0.08% | +10,043+202.8% | Added |
| Kentucky Retirement Systems | 14,974 | $1.38M | 0.04% | −323−2.1% | Reduced |
| Jones Financial Companies LLLP | 14,998 | $1.37M | 0.00% | +7,086+89.6% | Added |
| Matrix Trust Co | 14,800 | $1.36M | 0.23% | +33+0.2% | Added |
| Metis Global Partners, LLC | 14,743 | $1.35M | 0.04% | −1,119−7.1% | Reduced |
| McKinley Carter Wealth Services, Inc. | 14,580 | $1.34M | 0.08% | +635+4.6% | Added |
| Columbia Asset Management | 14,484 | $1.33M | 0.27% | +5,275+57.3% | Added |
| Brinker Capital Investments, LLC | 14,443 | $1.33M | 0.01% | −3,346−18.8% | Reduced |
| Orion Portfolio Solutions, LLC | 14,443 | $1.33M | 0.01% | −3,346−18.8% | Reduced |
| Greenwood Capital Associates LLC | 14,377 | $1.32M | 0.18% | +1,502+11.7% | Added |
| Harbor Investment Advisory, LLC | 14,318 | $1.32M | 0.13% | −2,937−17.0% | Reduced |
| QRG Capital Management, Inc. | 14,186 | $1.30M | 0.01% | +2,491+21.3% | Added |
| Thrive Capital Management, LLC | 14,104 | $1.30M | 0.77% | −6,347−31.0% | Reduced |
| Security National Bank of So Dak | 14,089 | $1.29M | 0.73% | −253−1.8% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 13,913 | $1.28M | 0.21% | +2,457+21.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 13,880 | $1.28M | 0.06% | −127−0.9% | Reduced |
| Cornercap Investment Counsel Inc | 13,845 | $1.27M | 0.67% | −168−1.2% | Reduced |
| Johnson Investment Counsel Inc | 13,829 | $1.27M | 0.01% | −23−0.2% | Reduced |
| BKD Wealth Advisors, LLC | 13,810 | $1.27M | 0.03% | −348−2.5% | Reduced |
| Prospera Financial Services Inc | 13,692 | $1.26M | 0.03% | +7,613+125.2% | Added |
| Nicholson Wealth Management Group, LLC | 13,643 | $1.25M | 0.82% | +655+5.0% | Added |
| NEOS Investment Management LLC | 13,596 | $1.25M | 0.02% | +2,506+22.6% | Added |
| Hartford Investment Management Co | 13,583 | $1.25M | 0.04% | −141−1.0% | Reduced |
| Cullen Investment Group, Ltd. | 13,554 | $1.25M | 0.19% | +117+0.9% | Added |
| Ironwood Investment Counsel, LLC | 13,549 | $1.24M | 0.22% | +74+0.5% | Added |
| Plato Investment Management Ltd | 13,387 | $1.24M | 0.10% | −1,356−9.2% | Reduced |
| Birch Capital Management, LLC | 13,490 | $1.24M | 0.64% | −1,075−7.4% | Reduced |
| Aigen Investment Management, LP | 13,476 | $1.24M | 0.20% | +13,476 | New |
| Banque Cantonale Vaudoise | 13,387 | $1.23M | 0.05% | +13,387 | New |
| Kesler, Norman & Wride, LLC | 13,233 | $1.22M | 0.23% | +773+6.2% | Added |
| FORA Capital, LLC | 13,213 | $1.21M | 0.12% | +13,213 | New |
| Ontario Teachers Pension Plan Board | 13,180 | $1.21M | 0.02% | +3,183+31.8% | Added |
| SG Americas Securities, LLC | 13,152 | $1.21M | 0.00% | +8,171+164.0% | Added |
| Colony Group, LLC | 13,054 | $1.20M | 0.00% | +32+0.2% | Added |
| Gries Financial LLC | 12,973 | $1.19M | 0.23% | −1,329−9.3% | Reduced |
| TownSquare Capital, LLC | 12,969 | $1.19M | 0.01% | +966+8.0% | Added |
| Argent Trust Co | 12,860 | $1.18M | 0.05% | −1,100−7.9% | Reduced |
| Colony Family Offices, LLC | 12,484 | $1.15M | 0.36% | 00.0% | Unchanged |
| Toroso Investments, LLC | 12,421 | $1.14M | 0.01% | +5,312+74.7% | Added |
| Partnership Wealth Management, LLC | 12,357 | $1.14M | 0.96% | +111+0.9% | Added |
| Gulf International Bank (UK) Ltd | 12,362 | $1.14M | 0.04% | −5,196−29.6% | Reduced |
| Lowe Brockenbrough & Co Inc | 12,343 | $1.13M | 0.07% | −824−6.3% | Reduced |
| Polianta Ltd | 12,300 | $1.13M | 0.55% | +12,300 | New |
| Apollon Wealth Management, LLC | 12,228 | $1.12M | 0.02% | +4,431+56.8% | Added |
| ARGA Investment Management, LP | 12,212 | $1.12M | 0.04% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 12,197 | $1.12M | 0.02% | −805−6.2% | Reduced |
| Premier Path Wealth Partners, LLC | 12,182 | $1.12M | 0.17% | −164−1.3% | Reduced |
| Boston Private Wealth LLC | 12,163 | $1.12M | 0.05% | +7,798+178.6% | Added |
| Buck Wealth Strategies, LLC | 12,099 | $1.11M | 0.20% | +12,099 | New |
| Lindsell Train LtdSuperinvestorLindsell Train | 12,000 | $1.10M | 0.03% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 12,000 | $1.10M | 0.02% | +100+0.8% | Added |
| Strategic Investment Advisors | 11,804 | $1.08M | 0.11% | −354−2.9% | Reduced |
| Trust Co of Vermont | 11,754 | $1.08M | 0.05% | −714−5.7% | Reduced |
| Aviance Capital Partners, LLC | 11,743 | $1.08M | 0.15% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 11,739 | $1.08M | 0.03% | −200−1.7% | Reduced |
| Wealthspire Advisors, LLC | 11,725 | $1.08M | 0.01% | −780−6.2% | Reduced |
| Norinchukin Bank, The | 11,707 | $1.08M | 0.02% | +1,561+15.4% | Added |
| Mogy Joel R Investment Counsel Inc | 11,700 | $1.07M | 0.07% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 11,519 | $1.06M | 0.00% | −274−2.3% | Reduced |
| Crossmark Global Holdings, Inc. | 11,510 | $1.06M | 0.02% | +153+1.3% | Added |
| Hedeker Wealth, LLC | 11,466 | $1.05M | 0.28% | −60−0.5% | Reduced |
| LMR Partners LLP | 11,432 | $1.05M | 0.02% | +11,432 | New |
| iA Global Asset Management Inc. | 11,391 | $1.05M | 0.02% | +1,503+15.2% | Added |
| Pacer Advisors, Inc. | 11,377 | $1.05M | 0.00% | −6,384−35.9% | Reduced |
| Brown Capital Management LLC | 11,292 | $1.04M | 0.03% | −9,896−46.7% | Reduced |
| Caxton Associates LLP | 11,232 | $1.03M | 0.04% | +11,232 | New |
| Confluence Wealth Services, Inc. | 11,855 | $1.03M | 0.06% | +1,044+9.7% | Added |
| Synovus Financial Corp | 11,154 | $1.02M | 0.01% | −307−2.7% | Reduced |
| Mizuho Markets Americas LLC | 10,935 | $1.00M | 0.02% | −13,169−54.6% | Reduced |
| Terry L. Blaker | 10,859 | $997.6K | 0.04% | −4,278−28.3% | Reduced |
| Hall Capital Management Co Inc | 10,857 | $997.4K | 0.46% | +1,065+10.9% | Added |
| Bryn Mawr Trust Co | 10,754 | $988.0K | 0.02% | −800−6.9% | Reduced |
| M&G Plc | 10,735 | $987.6K | 0.00% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 10,700 | $983.0K | 0.03% | +10,700 | New |
| Hills Bank & Trust Co | 10,569 | $971.0K | 0.07% | −102−1.0% | Reduced |
| Groesbeck Investment Management Corp | 10,553 | $970.0K | 1.36% | −392−3.6% | Reduced |
| Creative Financial Designs Inc | 10,460 | $961.0K | 0.08% | +1,218+13.2% | Added |
| New Mexico Educational Retirement Board | 10,387 | $954.0K | 0.03% | −200−1.9% | 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 |