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 |
|---|---|---|---|---|---|
| FIL Ltd | 6,266 | $575.7K | 0.00% | −284−4.3% | Reduced |
| Entropy Technologies, LP | 6,230 | $572.4K | 0.06% | −2,760−30.7% | Reduced |
| AlphaStar Capital Management, LLC | 6,207 | $570.3K | 0.06% | +405+7.0% | Added |
| Avantax Advisory Services, Inc. | 6,142 | $564.3K | 0.00% | +1,059+20.8% | Added |
| Valley National Advisers Inc | 6,149 | $564.0K | 0.10% | −1,457−19.2% | Reduced |
| MCF Advisors LLC | 6,130 | $563.1K | 0.04% | −96−1.5% | Reduced |
| Ironvine Capital Partners, LLC | 6,100 | $560.4K | 0.06% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 6,075 | $558.0K | 0.04% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 6,269 | $557.0K | 0.03% | −321−4.9% | Reduced |
| Logan Capital Management Inc | 6,046 | $555.4K | 0.03% | +20+0.3% | Added |
| GWM Advisors LLC | 6,041 | $555.0K | 0.00% | −5,318−46.8% | Reduced |
| Bennett Selby Investments LP | 6,026 | $553.6K | 0.22% | −4,660−43.6% | Reduced |
| Altus Wealth Group LLC | 6,011 | $552.2K | 0.26% | +625+11.6% | Added |
| Anb Bank | 5,997 | $550.9K | 0.25% | −6−0.1% | Reduced |
| Squarepoint Ops LLC | 5,977 | $549.1K | 0.00% | −7,262−54.9% | Reduced |
| Cove Private Wealth, LLC | 5,925 | $544.3K | 0.29% | +150+2.6% | Added |
| Tokio Marine Asset Management Co Ltd | 5,814 | $534.1K | 0.02% | 00.0% | Unchanged |
| Tudor Financial Inc. | 5,779 | $530.9K | 0.32% | +10.0% | Added |
| Horizon Investments, LLC | 5,736 | $527.0K | 0.02% | −424−6.9% | Reduced |
| Sequoia Financial Advisors, LLC | 5,731 | $526.5K | 0.00% | +213+3.9% | Added |
| Davis Investment Partners, LLC | 5,871 | $524.4K | 0.23% | +5,871 | New |
| Impact Partnership Wealth, LLC | 5,697 | $523.4K | 0.11% | −194−3.3% | Reduced |
| Mendel Capital Management LLC | 5,690 | $522.8K | 0.32% | +276+5.1% | Added |
| Nilsine Partners, LLC | 5,681 | $521.9K | 0.06% | +172+3.1% | Added |
| Gsa Capital Partners LLP | 5,656 | $520.0K | 0.05% | +5,656 | New |
| D. E. Shaw & Co., Inc. | 5,619 | $516.2K | 0.00% | +5,619 | New |
| San Luis Wealth Advisors LLC | 5,589 | $514.0K | 0.12% | +5,589 | New |
| Apex Wealth Management, LLC | 5,592 | $513.7K | 0.46% | +74+1.3% | Added |
| Guardian Wealth Advisors, LLC | 5,528 | $507.8K | 0.33% | −841−13.2% | Reduced |
| Brown Brothers Harriman & Co | 5,464 | $502.0K | 0.00% | +463+9.3% | Added |
| Global X Japan Co., Ltd. | 5,447 | $500.4K | 0.06% | +803+17.3% | Added |
| Balyasny Asset Management LLC | 5,438 | $499.6K | 0.00% | +5,438 | New |
| MQS Management LLC | 5,437 | $499.5K | 0.29% | +5,437 | New |
| Meeder Asset Management Inc | 5,415 | $497.5K | 0.03% | −354−6.1% | Reduced |
| Nexus Investment Management ULC | 3,740 | $494.2K | 0.06% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,304 | $487.3K | 0.00% | +166+3.2% | Added |
| Parallel Advisors, LLC | 5,256 | $482.9K | 0.01% | −431−7.6% | Reduced |
| Lynx Investment Advisory | 5,226 | $480.1K | 0.32% | +5,226 | New |
| Great Valley Advisor Group, Inc. | 5,172 | $475.5K | 0.01% | +74+1.5% | Added |
| Whittier Trust Co of Nevada Inc | 5,146 | $472.8K | 0.01% | 00.0% | Unchanged |
| Cinctive Capital Management LP | 5,142 | $472.4K | 0.04% | +5,142 | New |
| Integrated Wealth Concepts LLC | 5,140 | $472.2K | 0.01% | +18+0.4% | Added |
| Marshall Wace, LLP | 5,107 | $469.2K | 0.00% | −554,479−99.1% | Reduced |
| Empirical Asset Management, LLC | 5,079 | $466.6K | 0.16% | +5,079 | New |
| Bourne Lent Asset Management Inc | 5,067 | $465.5K | 0.20% | −4,000−44.1% | Reduced |
| Retirement Planning Co of New England, Inc. | 5,058 | $464.7K | 0.24% | +1,241+32.5% | Added |
| Wynn Capital, LLC | 5,032 | $462.3K | 0.27% | −370−6.8% | Reduced |
| Savant Capital, LLC | 4,956 | $455.3K | 0.00% | −11,759−70.3% | Reduced |
| BHK Investment Advisors, LLC | 4,931 | $453.0K | 0.19% | −99−2.0% | Reduced |
| Resources Investment Advisors, LLC. | 4,880 | $448.3K | 0.01% | −223−4.4% | Reduced |
| Park Avenue Securities LLC | 4,879 | $448.0K | 0.01% | +691+16.5% | Added |
| Regions Financial Corp | 4,848 | $445.4K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 4,792 | $439.6K | 0.20% | +415+9.5% | Added |
| Kestra Private Wealth Services, LLC | 4,771 | $438.3K | 0.01% | +41+0.9% | Added |
| Center For Asset Management LLC | 4,739 | $435.4K | 0.27% | −35−0.7% | Reduced |
| Panagora Asset Management Inc | 4,719 | $433.5K | 0.00% | −20.0% | Reduced |
| Gen-Wealth Partners Inc | 4,659 | $428.0K | 0.18% | +8+0.2% | Added |
| Claro Advisors LLC | 4,602 | $422.8K | 0.06% | −1,620−26.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 4,584 | $421.2K | 0.06% | −600−11.6% | Reduced |
| Quest Partners LLC | 4,580 | $420.8K | 0.05% | +3,859+535.2% | Added |
| J.W. Cole Advisors, Inc. | 4,570 | $419.8K | 0.01% | +269+6.3% | Added |
| DGS Capital Management, LLC | 4,567 | $419.6K | 0.11% | +1,393+43.9% | Added |
| Apriem Advisors | 4,533 | $416.5K | 0.05% | −397−8.1% | Reduced |
| Absher Wealth Management, LLC | 4,533 | $416.4K | 0.05% | −63,334−93.3% | Reduced |
| Curbstone Financial Management Corp | 4,500 | $413.4K | 0.09% | +400+9.8% | Added |
| Spears Abacus Advisors LLC | 4,463 | $410.0K | 0.01% | +4,463 | New |
| Teza Capital Management LLC | 4,454 | $409.2K | 0.19% | +4,454 | New |
| Thoroughbred Financial Services, LLC | 4,432 | $407.0K | 0.03% | +431+10.8% | Added |
| Bridgefront Capital, LLC | 4,406 | $404.8K | 0.12% | +4,406 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 4,395 | $403.7K | 0.00% | +420+10.6% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 4,393 | $403.6K | 0.04% | −143−3.2% | Reduced |
| Vestcor Inc | 4,379 | $402.0K | 0.01% | +8+0.2% | Added |
| Trust Co of Toledo NA | 4,344 | $399.1K | 0.05% | −15−0.3% | Reduced |
| Everence Capital Management Inc | 4,330 | $398.0K | 0.03% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 4,326 | $397.4K | 0.02% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 4,310 | $396.0K | 0.02% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 4,272 | $392.5K | 0.01% | −134−3.0% | Reduced |
| Syon Capital LLC | 4,266 | $391.9K | 0.03% | +2,330+120.4% | Added |
| Avidian Wealth Solutions, LLC | 4,229 | $388.5K | 0.02% | +170+4.2% | Added |
| Bard Financial Services, Inc. | 4,225 | $388.2K | 0.05% | +400+10.5% | Added |
| Prime Capital Investment Advisors, LLC | 4,214 | $387.1K | 0.00% | +987+30.6% | Added |
| Caldwell Trust Co | 4,154 | $381.6K | 0.04% | −1,262−23.3% | Reduced |
| Eisler Capital Management Ltd. | 4,135 | $380.1K | 0.01% | +4,135 | New |
| Affinity Investment Advisors, LLC | 4,134 | $379.8K | 0.31% | +668+19.3% | Added |
| AlphaCore Capital LLC | 4,119 | $378.4K | 0.03% | +31+0.8% | Added |
| Glenview Trust Co | 4,110 | $377.6K | 0.01% | −208−4.8% | Reduced |
| American National Bank | 4,061 | $373.1K | 0.04% | +4,061 | New |
| Foster & Motley Inc | 4,037 | $371.0K | 0.02% | −243−5.7% | Reduced |
| Jacobi Capital Management LLC | 4,025 | $369.8K | 0.03% | +1,087+37.0% | Added |
| Accel Wealth Management | 4,019 | $369.2K | 0.13% | +13+0.3% | Added |
| DMG Group, LLC | 4,017 | $369.0K | 0.30% | −1,676−29.4% | Reduced |
| Ferguson Wellman Capital Management, Inc | 4,008 | $368.2K | 0.01% | −14−0.3% | Reduced |
| Bamco Inc | 4,000 | $367.5K | 0.00% | −11,260−73.8% | Reduced |
| US Asset Management LLC | 3,948 | $363.0K | 0.35% | −14−0.4% | Reduced |
| Concurrent Investment Advisors, LLC | 3,949 | $362.8K | 0.01% | +235+6.3% | Added |
| MUFG Securities Americas Inc. | 3,941 | $362.1K | 0.04% | +661+20.2% | Added |
| Belpointe Asset Management LLC | 3,931 | $361.2K | 0.02% | +626+18.9% | Added |
| Krane Funds Advisors LLC | 3,903 | $358.6K | 0.01% | +373+10.6% | Added |
| Integrated Quantitative Investments LLC | 3,900 | $358.3K | 0.18% | +3,900 | New |
| River Wealth Advisors LLC | 3,846 | $353.3K | 0.05% | −363−8.6% | Reduced |