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, Q2 2025
Institutional positions in Price T Rowe Group Inc as of Jun 30, 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
- 1,077
- +2 vs. Q1 2025
- Shares held
- 176.0M
- +4.04M (+2.4%) vs. Q1 2025
- Total value
- $17.0B
- +$1.19B (+7.5%) vs. Q1 2025
- New holders
- 115
- 415 more added
- Sold out
- 113
- 388 more reduced
12 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Price T Rowe Group Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| MV Capital Management, Inc. | 135 | $13.1K | 0.00% | −17−11.2% | Reduced |
| Future Financial Wealth Managment LLC | 137 | $13.2K | 0.01% | +1+0.7% | Added |
| Montag A & Associates Inc | 140 | $13.5K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 140 | $13.5K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 149 | $14.4K | 0.01% | +149 | New |
| Atlantic Private Wealth, LLC | 150 | $14.5K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 150 | $14.5K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 150 | $14.5K | 0.01% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 150 | $14.5K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 150 | $14.5K | 0.01% | +123+455.6% | Added |
| Pineridge Advisors LLC | 155 | $14.9K | 0.01% | +100+181.8% | Added |
| Hilltop National Bank | 155 | $15.0K | 0.00% | +155 | New |
| North Ridge Wealth Advisors, Inc. | 160 | $15.4K | 0.01% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 149 | $16.0K | 0.01% | +149 | New |
| First United Bank Trust | 175 | $16.9K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 172 | $17.2K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 180 | $17.4K | 0.01% | +180 | New |
| Rise Advisors, LLC | 186 | $17.9K | 0.01% | −1,214−86.7% | Reduced |
| Asset Dedication, LLC | 186 | $17.9K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 185 | $18.0K | 0.00% | −40−17.8% | Reduced |
| Raleigh Capital Management Inc. | 188 | $18.2K | 0.01% | +15+8.7% | Added |
| Private Wealth Management Group, LLC | 190 | $18.3K | 0.01% | +144+313.0% | Added |
| Ameritas Advisory Services, LLC | 197 | $19.0K | 0.00% | −1,909−90.6% | Reduced |
| Eastern Bank | 200 | $19.3K | 0.00% | −93−31.7% | Reduced |
| Monetary Management Group Inc | 200 | $19.3K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 200 | $19.3K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 200 | $19.3K | 0.00% | +200 | New |
| CoreCap Advisors, LLC | 202 | $19.5K | 0.00% | +16+8.6% | Added |
| Bank & Trust Co | 206 | $19.9K | 0.02% | 00.0% | Unchanged |
| Union Savings Bank | 200 | $20.3K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 224 | $21.0K | 0.00% | −140−38.5% | Reduced |
| Pacifica Partners Inc. | 220 | $21.1K | 0.01% | −50−18.5% | Reduced |
| Opal Wealth Advisors, LLC | 227 | $21.9K | 0.01% | +227 | New |
| NBC Securities, Inc. | 234 | $22.0K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 231 | $22.3K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 241 | $23.3K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 242 | $23.4K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 244 | $23.5K | 0.01% | +244 | New |
| Capital Advisors, Ltd. LLC | 253 | $24.0K | 0.00% | +117+86.0% | Added |
| Strategic Wealth Partners, Ltd. | 249 | $24.0K | 0.00% | +249 | New |
| First Financial Corp | 250 | $24.1K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 250 | $24.1K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 250 | $24.7K | 0.00% | +100+66.7% | Added |
| Ogorek Anthony Joseph | 276 | $26.0K | 0.01% | +189+217.2% | Added |
| Meeder Asset Management Inc | 278 | $26.8K | 0.00% | −5,137−94.9% | Reduced |
| Beacon Capital Management, LLC | 289 | $27.9K | 0.00% | +2+0.7% | Added |
| Advantage Trust Co | 305 | $29.4K | 0.01% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 319 | $30.8K | 0.02% | +174+120.0% | Added |
| Park Square Financial Group, LLC | 334 | $32.2K | 0.02% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 345 | $33.3K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 346 | $33.3K | 0.00% | +5+1.5% | Added |
| Bangor Savings Bank | 350 | $33.8K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 351 | $33.9K | 0.01% | −200−36.3% | Reduced |
| Addison Advisors LLC | 352 | $34.0K | 0.01% | +92+35.4% | Added |
| Walleye Capital LLC | 354 | $34.2K | 0.00% | +207+140.8% | Added |
| Atlantic Union Bankshares Corp | 365 | $35.2K | 0.00% | +365 | New |
| Signature Resources Capital Management, LLC | 366 | $35.3K | 0.02% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 371 | $35.7K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 371 | $36.0K | 0.00% | +42+12.8% | Added |
| Signaturefd, LLC | 374 | $36.0K | 0.00% | −751−66.8% | Reduced |
| Silvant Capital Management LLC | 381 | $36.8K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 415 | $40.0K | 0.00% | −925−69.0% | Reduced |
| Curio Wealth, LLC | 416 | $40.1K | 0.02% | +414+20,700.0% | Added |
| Independence Bank of Kentucky | 425 | $41.0K | 0.01% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 426 | $41.1K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 426 | $41.1K | 0.00% | +151+54.9% | Added |
| Cromwell Holdings LLC | 430 | $41.5K | 0.03% | +418+3,483.3% | Added |
| ORG Partners LLC | 423 | $41.7K | 0.01% | +23+5.8% | Added |
| Bullock Wealth Management Group | 423 | $41.8K | 0.02% | −105−19.9% | Reduced |
| Bogart Wealth, LLC | 453 | $43.7K | 0.00% | +429+1,787.5% | Added |
| JFS Wealth Advisors, LLC | 478 | $46.1K | 0.00% | +10+2.1% | Added |
| City Holding Co | 514 | $49.6K | 0.01% | −2,043−79.9% | Reduced |
| North Star Investment Management Corp. | 547 | $52.8K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 569 | $54.9K | 0.01% | +45+8.6% | Added |
| Onefund, LLC | 576 | $56.0K | 0.04% | +576 | New |
| Keener Financial Planning LLC | 600 | $57.0K | 0.03% | 00.0% | Unchanged |
| Viking Fund Management LLC | 600 | $57.9K | 0.01% | 00.0% | Unchanged |
| Security National Bank | 600 | $57.9K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 623 | $60.1K | 0.00% | +6+1.0% | Added |
| Western Pacific Wealth Management, LP | 635 | $61.3K | 0.06% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 656 | $63.3K | 0.00% | +656 | New |
| Curat Global, LLC | 658 | $63.5K | 0.06% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 660 | $64.0K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 637 | $64.0K | 0.04% | 00.0% | Unchanged |
| CNB Bank | 686 | $66.2K | 0.03% | −224−24.6% | Reduced |
| Spire Wealth Management | 686 | $66.2K | 0.00% | −178−20.6% | Reduced |
| DT Investment Partners, LLC | 700 | $67.5K | 0.01% | −43−5.8% | Reduced |
| Hantz Financial Services, Inc. | 701 | $68.0K | 0.00% | +335+91.5% | Added |
| Bank of New Hampshire | 705 | $68.0K | 0.02% | −215−23.4% | Reduced |
| Evolution Advisers, Inc. | 728 | $70.0K | 0.03% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 726 | $70.1K | 0.01% | +726 | New |
| S.A. Mason LLC | 735 | $70.9K | 0.03% | −25−3.3% | Reduced |
| Zions Bancorporation, National Association | 759 | $73.2K | 0.00% | +461+154.7% | Added |
| Harbour Investments, Inc. | 795 | $76.7K | 0.00% | −217−21.4% | Reduced |
| Ronald Blue Trust, Inc. | 805 | $77.7K | 0.00% | +37+4.8% | Added |
| Storebrand Asset Management AS | 810 | $78.2K | 0.00% | −409−33.6% | Reduced |
| CVA Family Office, LLC | 831 | $80.2K | 0.01% | +74+9.8% | Added |
| Westpac Banking Corp | 858 | $82.8K | 0.01% | 00.0% | Unchanged |
| Maseco LLP | 938 | $90.5K | 0.00% | +938 | New |
| Exchange Traded Concepts, LLC | 950 | $91.7K | 0.00% | −21−2.2% | Reduced |