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 |
|---|---|---|---|---|---|
| Merit Financial Group, LLC | 10,201 | $937.2K | 0.01% | −3,079−23.2% | Reduced |
| Zurich Insurance Group Ltd | 10,200 | $937.1K | 0.01% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 10,151 | $932.6K | 0.04% | +10,151 | New |
| Beacon Investment Advisors LLC | 10,136 | $931.2K | 0.44% | +218+2.2% | Added |
| Clearstead Advisors, LLC | 10,084 | $926.5K | 0.01% | −3,641−26.5% | Reduced |
| Delta Financial Advisors LLC | 10,058 | $924.0K | 0.35% | −80−0.8% | Reduced |
| Carnegie Lake Advisors LLC | 10,035 | $922.0K | 0.37% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 10,000 | $918.7K | 0.02% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 9,993 | $918.1K | 0.01% | −4,110−29.1% | Reduced |
| 1832 Asset Management L.P. | 9,983 | $917.1K | 0.00% | +9,983 | New |
| Principle Wealth Partners LLC | 9,947 | $913.8K | 0.07% | +810+8.9% | Added |
| Verity Asset Management, Inc. | 9,923 | $911.6K | 0.37% | −1,406−12.4% | Reduced |
| Atria Wealth Solutions, Inc. | 9,920 | $911.4K | 0.01% | +46+0.5% | Added |
| AG2R la Mondiale Gestion D'Actifs | 9,604 | $898.8K | 0.05% | +9,604 | New |
| Versor Investments LP | 9,782 | $898.7K | 0.15% | +9,782 | New |
| Union Heritage Capital, LLC | 9,731 | $894.0K | 0.33% | 00.0% | Unchanged |
| Rothschild Investment LLC | 9,686 | $889.9K | 0.06% | −142−1.4% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 9,644 | $886.0K | 0.48% | −1,005−9.4% | Reduced |
| Peak Retirement Planning, Inc. | 9,641 | $885.7K | 0.49% | −1,106−10.3% | Reduced |
| Snowden Capital Advisors LLC | 9,625 | $884.2K | 0.03% | +2,114+28.1% | Added |
| Argent Advisors, Inc. | 9,517 | $874.3K | 0.29% | +612+6.9% | Added |
| Dynamic Technology Lab Private Ltd | 9,440 | $868.0K | 0.13% | +5,860+163.7% | Added |
| Wealthcare Capital Partners, LLC | 9,429 | $866.3K | 0.45% | +115+1.2% | Added |
| MAI Capital Management | 9,364 | $860.2K | 0.01% | −513−5.2% | Reduced |
| Old Point Trust & Financial Services N A | 9,350 | $859.0K | 0.30% | −115−1.2% | Reduced |
| Simmons Bank | 9,328 | $857.0K | 0.06% | −385−4.0% | Reduced |
| EP Wealth Advisors, LLC | 9,290 | $853.4K | 0.01% | +401+4.5% | Added |
| Fox Run Management, L.L.C. | 9,214 | $846.5K | 0.13% | +9,214 | New |
| Capitolis Liquid Global Markets LLC | 9,200 | $845.2K | 0.01% | −800−8.0% | Reduced |
| Winnow Wealth LLC | 9,188 | $844.0K | 0.78% | +1,228+15.4% | Added |
| Davenport & Co LLC | 9,185 | $843.9K | 0.00% | +1,589+20.9% | Added |
| Thrivent Financial for Lutherans | 9,141 | $840.0K | 0.00% | +16+0.2% | Added |
| BancorpSouth Bank | 9,114 | $837.3K | 0.06% | +45+0.5% | Added |
| TCM Advisors, LLC | – | $826.8K | 0.72% | – | – |
| Los Angeles Capital Management LLC | 8,963 | $823.4K | 0.00% | −481,096−98.2% | Reduced |
| Engineers Gate Manager LP | 8,900 | $817.6K | 0.01% | +8,900 | New |
| Physicians Financial Services, Inc. | 8,868 | $815.0K | 0.27% | −173−1.9% | Reduced |
| International Assets Investment Management, LLC | 8,814 | $809.8K | 0.07% | −536−5.7% | Reduced |
| Waldron Private Wealth LLC | 8,681 | $797.6K | 0.04% | −1,277−12.8% | Reduced |
| Groupama Asset Managment | 8,680 | $794.8K | 0.02% | +1,990+29.7% | Added |
| Lido Advisors, LLC | 8,635 | $793.3K | 0.00% | −2,450−22.1% | Reduced |
| Tufton Capital Management | 8,575 | $787.8K | 0.15% | −92−1.1% | Reduced |
| Capital Investment Advisory Services, LLC | 8,572 | $787.5K | 0.07% | +3,344+64.0% | Added |
| Oxford Asset Management LLP | 8,516 | $782.4K | 0.36% | +8,516 | New |
| Bradley Foster & Sargent Inc | 8,447 | $776.0K | 0.01% | −682−7.5% | Reduced |
| Elevated Capital Advisors, LLC | 8,427 | $774.1K | 0.22% | −96−1.1% | Reduced |
| Private Advisor Group, LLC | 8,420 | $773.6K | 0.00% | −971−10.3% | Reduced |
| Twelve Points Wealth Management LLC | 8,391 | $770.9K | 0.21% | +1,564+22.9% | Added |
| Vident Advisory, LLC | 8,335 | $766.0K | 0.01% | +1,644+24.6% | Added |
| Summit Financial, LLC | 8,319 | $764.2K | 0.02% | +4,165+100.3% | Added |
| Pine Haven Investment Counsel, Inc | 8,307 | $763.2K | 0.64% | −325−3.8% | Reduced |
| Cushing Capital Partners, LLC | 8,258 | $758.6K | 0.68% | +8,258 | New |
| Carderock Capital Management Inc | 8,225 | $755.6K | 0.20% | −1,650−16.7% | Reduced |
| South State Corp. | 8,144 | $748.2K | 0.03% | −1,659−16.9% | Reduced |
| Sepio Capital, LP | 8,134 | $747.3K | 0.06% | −38−0.5% | Reduced |
| Tower Research Capital LLC (TRC) | 8,127 | $746.6K | 0.02% | −10,344−56.0% | Reduced |
| Martingale Asset Management L P | 8,042 | $738.8K | 0.02% | +3,383+72.6% | Added |
| Wedbush Securities Inc | 8,026 | $737.0K | 0.03% | −292−3.5% | Reduced |
| Farther Finance Advisors, LLC | 7,949 | $733.5K | 0.02% | +3,427+75.8% | Added |
| CFS Investment Advisory Services, LLC | 7,942 | $730.0K | 0.06% | −1,387−14.9% | Reduced |
| Empirical Finance, LLC | 7,930 | $728.5K | 0.04% | +238+3.1% | Added |
| Napatree Capital LLC | 7,685 | $706.0K | 0.40% | −48−0.6% | Reduced |
| SlateStone Wealth, LLC | 7,660 | $704.0K | 0.07% | −25−0.3% | Reduced |
| Enhancing Capital LLC | 7,650 | $702.8K | 0.56% | 00.0% | Unchanged |
| Weaver C. Barksdale & Associates, Inc. | 7,586 | $696.7K | 0.67% | −182−2.3% | Reduced |
| PEAK6 LLC | 7,485 | $687.6K | 0.03% | +7,485 | New |
| West Oak Capital, LLC | 7,435 | $683.1K | 0.26% | −110−1.5% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 7,424 | $682.0K | 0.02% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 7,393 | $679.2K | 0.01% | −866−10.5% | Reduced |
| Ashton Thomas Private Wealth, LLC | 7,315 | $672.0K | 0.03% | −680−8.5% | Reduced |
| Summit Trail Advisors, LLC | 7,234 | $664.6K | 0.02% | +2,265+45.6% | Added |
| Moller Financial Services | 7,200 | $661.5K | 0.16% | 00.0% | Unchanged |
| Provident Investment Management, Inc. | 7,167 | $658.4K | 0.06% | +305+4.4% | Added |
| Umb Bank N A | 7,155 | $657.3K | 0.01% | +71+1.0% | Added |
| Manske Wealth Management | 7,154 | $657.2K | 0.25% | +123+1.7% | Added |
| V-Square Quantitative Management LLC | 7,123 | $654.4K | 0.10% | +108+1.5% | Added |
| Mission Wealth Management, LP | 7,082 | $650.6K | 0.02% | −175−2.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,081 | $650.5K | 0.01% | +27+0.4% | Added |
| Hartline Investment Corp | 7,070 | $649.5K | 0.09% | 00.0% | Unchanged |
| Atria Investments LLC | 7,062 | $648.8K | 0.01% | +1,484+26.6% | Added |
| CAPROCK Group, Inc. | 7,058 | $648.5K | 0.02% | +3,503+98.5% | Added |
| Stratos Wealth Partners, LTD. | 7,027 | $645.6K | 0.01% | −5,659−44.6% | Reduced |
| Benin Management CORP | 7,019 | $644.8K | 0.18% | −1,060−13.1% | Reduced |
| CSS LLC | 6,960 | $639.4K | 0.04% | +4,760+216.4% | Added |
| Sound Financial Strategies Group, LLC | 6,917 | $635.5K | 0.57% | −612−8.1% | Reduced |
| Daymark Wealth Partners, LLC | 6,823 | $626.8K | 0.03% | +171+2.6% | Added |
| RSM US Wealth Management LLC | 6,815 | $626.1K | 0.01% | −319−4.5% | Reduced |
| Gateway Investment Advisers LLC | 6,686 | $614.3K | 0.01% | +815+13.9% | Added |
| Nautilus Advisors LLC | 6,610 | $607.3K | 0.50% | +796+13.7% | Added |
| CTC Alternative Strategies, Ltd. | 6,600 | $606.3K | 0.74% | +6,600 | New |
| Thoma Capital Management LLC | 6,562 | $602.9K | 0.42% | +513+8.5% | Added |
| Freestone Grove Partners LP | 6,549 | $601.7K | 0.01% | −22,735−77.6% | Reduced |
| Allworth Financial LP | 6,668 | $596.9K | 0.00% | −746−10.1% | Reduced |
| Symphony Financial, Ltd. Co. | 6,832 | $595.9K | 0.35% | −10,305−60.1% | Reduced |
| Sunbelt Securities, Inc. | 6,449 | $592.4K | 0.05% | +3,207+98.9% | Added |
| Legacy Financial Advisors, Inc. | 6,435 | $591.1K | 0.10% | −567−8.1% | Reduced |
| Investors Research Corp | 6,392 | $587.2K | 0.13% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 6,378 | $585.9K | 0.04% | −2,862−31.0% | Reduced |
| Siemens Fonds Invest GmbH | 6,367 | $584.9K | 0.04% | +173+2.8% | Added |
| Roehl & Yi Investment Advisors, LLC | 6,308 | $579.5K | 0.31% | −17−0.3% | Reduced |