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 |
|---|---|---|---|---|---|
| Tiaa Trust, National Association | 3,844 | $353.1K | 0.00% | −123−3.1% | Reduced |
| Coldstream Capital Management Inc | 3,844 | $353.1K | 0.01% | −808−17.4% | Reduced |
| Wealth Group, Ltd. | 3,843 | $353.0K | 0.23% | +40+1.1% | Added |
| WBH Advisory Inc | 3,803 | $349.4K | 0.03% | −5−0.1% | Reduced |
| Strategic Advisors LLC | 3,800 | $349.1K | 0.07% | −300−7.3% | Reduced |
| Optimize Financial Inc | 3,788 | $348.0K | 0.13% | +508+15.5% | Added |
| SC&H Financial Advisors, Inc. | 3,785 | $347.7K | 0.07% | +5+0.1% | Added |
| Northcape Wealth Management, LLC | 3,785 | $347.7K | 0.11% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 3,771 | $346.4K | 0.09% | −45−1.2% | Reduced |
| Kovitz Investment Group Partners, LLC | 3,767 | $346.0K | 0.00% | −350−8.5% | Reduced |
| LGT Group Foundation | 3,750 | $344.5K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,729 | $342.8K | 0.01% | −63−1.7% | Reduced |
| Vista Wealth Management Group, LLC | 3,716 | $341.3K | 0.02% | −170−4.4% | Reduced |
| Visionary Horizons, LLC | 3,665 | $336.7K | 0.24% | −550−13.0% | Reduced |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 3,664 | $336.6K | 0.16% | +2,814+331.1% | Added |
| Winton Group Ltd | 3,659 | $336.2K | 0.02% | +3,659 | New |
| Vaughan David Investments LLC | 3,646 | $335.0K | 0.01% | −274−7.0% | Reduced |
| Camden Capital, LLC | 3,637 | $334.1K | 0.04% | −165−4.3% | Reduced |
| Founders Financial Securities LLC | 3,756 | $333.3K | 0.03% | −126−3.2% | Reduced |
| GAMMA Investing LLC | 3,627 | $333.2K | 0.03% | +176+5.1% | Added |
| Main Street Financial Solutions, LLC | 3,622 | $332.7K | 0.03% | −67−1.8% | Reduced |
| Triumph Capital Management | 3,581 | $329.0K | 0.11% | +524+17.1% | Added |
| Hopwood Financial Services, Inc. | 3,579 | $328.8K | 0.25% | −65−1.8% | Reduced |
| Sittner & Nelson, LLC | 3,577 | $328.6K | 0.14% | +2+0.1% | Added |
| Pensionmark Financial Group, LLC | 3,558 | $326.9K | 0.01% | +904+34.1% | Added |
| BCJ Capital Management, LLC | 3,541 | $325.3K | 0.02% | +3,541 | New |
| Guinness Asset Management LTD | 3,540 | $325.2K | 0.01% | −230−6.1% | Reduced |
| Excalibur Management Corp | 3,538 | $325.1K | 0.13% | +41+1.2% | Added |
| Polymer Capital Management (US) LLC | 3,532 | $324.5K | 0.10% | +3,532 | New |
| Midwest Financial Group LLC | 3,515 | $322.9K | 0.19% | −400−10.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,476 | $319.3K | 0.00% | +1,295+59.4% | Added |
| Prairie Sky Financial Group LLC | 3,450 | $317.0K | 0.19% | 00.0% | Unchanged |
| GTS Securities LLC | 3,431 | $315.2K | 0.01% | −1,428−29.4% | Reduced |
| Sovran Advisors, LLC | 3,650 | $314.3K | 0.04% | −170−4.5% | Reduced |
| Aft, Forsyth & Company, Inc. | 3,400 | $312.4K | 0.17% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 3,385 | $311.0K | 0.06% | 00.0% | Unchanged |
| Aurora Investment Counsel | 3,384 | $310.9K | 0.17% | −57−1.7% | Reduced |
| OmniStar Financial Group, Inc. | 3,352 | $310.5K | 0.24% | −7,345−68.7% | Reduced |
| MBB Public Markets I LLC | 3,377 | $310.2K | 0.04% | +3,377 | New |
| Quadrant Capital Group LLC | 3,351 | $307.9K | 0.01% | +1,922+134.5% | Added |
| Private Wealth Partners, LLC | 3,300 | $303.2K | 0.03% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 3,296 | $302.8K | 0.14% | −1,586−32.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 3,296 | $302.8K | 0.00% | −15,866−82.8% | Reduced |
| Revisor Wealth Management LLC | 3,274 | $300.7K | 0.13% | +1,421+76.7% | Added |
| Blueshift Asset Management, LLC | 3,273 | $300.7K | 0.12% | −4,015−55.1% | Reduced |
| Clear Harbor Asset Management, LLC | 3,243 | $297.9K | 0.02% | +3+0.1% | Added |
| Kingsview Wealth Management, LLC | 3,236 | $297.2K | 0.01% | −140−4.1% | Reduced |
| Heritage Trust Co | 3,235 | $297.2K | 0.04% | −873−21.3% | Reduced |
| Strategy Asset Managers LLC | 3,178 | $291.9K | 0.06% | +901+39.6% | Added |
| Modera Wealth Management, LLC | 3,175 | $291.6K | 0.00% | −422−11.7% | Reduced |
| Range Financial Group LLC | 3,141 | $288.6K | 0.13% | +1,064+51.2% | Added |
| Brown Miller Wealth Management, LLC | 3,141 | $288.6K | 0.10% | +3,141 | New |
| RMB Capital Management, LLC | 3,093 | $284.1K | 0.01% | +3,093 | New |
| Central Trust Co | 3,078 | $282.8K | 0.01% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 3,050 | $280.0K | 0.01% | 00.0% | Unchanged |
| Profund Advisors LLC | 3,039 | $279.2K | 0.01% | −76−2.4% | Reduced |
| Evoke Wealth, LLC | 3,030 | $278.4K | 0.01% | −197−6.1% | Reduced |
| Martel Wealth Advisors Inc | 3,000 | $275.6K | 0.05% | 00.0% | Unchanged |
| Essex Savings Bank | 2,996 | $275.2K | 0.07% | −20−0.7% | Reduced |
| S-Bank Fund Management Ltd | 2,983 | $274.0K | 0.05% | +2,983 | New |
| Clifford Swan Investment Counsel LLC | 2,973 | $273.1K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 2,967 | $272.6K | 0.03% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 2,962 | $272.1K | 0.02% | −52−1.7% | Reduced |
| Leavell Investment Management, Inc. | 2,952 | $271.2K | 0.01% | +52+1.8% | Added |
| Forum Financial Management, LP | 2,947 | $270.7K | 0.00% | −2−0.1% | Reduced |
| Integrated Advisors Network LLC | 2,946 | $270.7K | 0.01% | +2,946 | New |
| Joule Financial, LLC | 2,944 | $270.4K | 0.09% | −43−1.4% | Reduced |
| Private Trust Co NA | 2,903 | $266.7K | 0.03% | +933+47.4% | Added |
| Court Place Advisors, LLC | 2,893 | $265.8K | 0.09% | 00.0% | Unchanged |
| Financial Counselors Inc | 2,891 | $265.6K | 0.00% | −375−11.5% | Reduced |
| RFG Advisory, LLC | 2,877 | $264.3K | 0.01% | −3,125−52.1% | Reduced |
| Fiduciary Trust Co | 2,871 | $263.8K | 0.00% | −597−17.2% | Reduced |
| Norden Group LLC | 2,842 | $261.1K | 0.03% | −749−20.9% | Reduced |
| Petrus Trust Company, LTA | 2,834 | $260.4K | 0.02% | −1,330−31.9% | Reduced |
| Horizon Advisory Services, Inc. | 2,829 | $259.9K | 0.15% | +104+3.8% | Added |
| Deseret Mutual Benefit Administrators | 2,828 | $259.8K | 0.13% | +113+4.2% | Added |
| Tortoise Investment Management, LLC | 2,819 | $259.0K | 0.03% | 00.0% | Unchanged |
| State of Wyoming | 2,816 | $258.7K | 0.03% | −558−16.5% | Reduced |
| LCNB Corp | 2,815 | $258.6K | 0.10% | +320+12.8% | Added |
| XTX Topco Ltd | 2,808 | $258.0K | 0.01% | +2,808 | New |
| Darwin Advisors, LLC | 2,280 | $257.9K | 0.09% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 2,793 | $256.5K | 0.05% | +33+1.2% | Added |
| Sagespring Wealth Partners, LLC | 2,779 | $255.3K | 0.01% | +301+12.1% | Added |
| Farmers National Bank | 2,759 | $253.5K | 0.07% | −175−6.0% | Reduced |
| Hazlett, Burt & Watson, Inc. | 2,753 | $253.0K | 0.11% | 00.0% | Unchanged |
| Summit Investment Advisors, Inc. | 2,800 | $252.4K | 0.22% | 00.0% | Unchanged |
| Prudential PLC | 2,747 | $252.4K | 0.00% | −5,441−66.5% | Reduced |
| Valeo Financial Advisors, LLC | 2,731 | $250.9K | 0.01% | −265−8.8% | Reduced |
| HBK Sorce Advisory LLC | 2,728 | $250.6K | 0.01% | −130−4.5% | Reduced |
| MTM Investment Management, LLC | 2,710 | $250.0K | 0.10% | +271+11.1% | Added |
| Coastline Trust Co | 2,720 | $249.9K | 0.03% | −200−6.8% | Reduced |
| Hollencrest Capital Management | 2,698 | $247.9K | 0.01% | 00.0% | Unchanged |
| Hardy Reed LLC | 2,696 | $247.7K | 0.02% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 2,846 | $246.7K | 0.08% | +642+29.1% | Added |
| TFG Advisers LLC | 2,682 | $246.4K | 0.09% | +23+0.9% | Added |
| Modern Wealth Management, LLC | 2,609 | $239.7K | 0.01% | −257−9.0% | Reduced |
| Cullinan Associates Inc | 2,600 | $238.9K | 0.02% | 00.0% | Unchanged |
| Saratoga Research & Investment Management | 2,588 | $237.8K | 0.01% | −148−5.4% | Reduced |
| Ameritas Advisory Services, LLC | 2,106 | $237.0K | 0.01% | −36−1.7% | Reduced |
| LaFleur & Godfrey LLC | 2,580 | $237.0K | 0.03% | 00.0% | Unchanged |