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 |
|---|---|---|---|---|---|
| Court Place Advisors, LLC | 2,661 | $256.8K | 0.08% | −232−8.0% | Reduced |
| iA Global Asset Management Inc. | 2,660 | $257.0K | 0.00% | −8,731−76.6% | Reduced |
| Modera Wealth Management, LLC | 2,673 | $257.9K | 0.00% | −502−15.8% | Reduced |
| Legacy Financial Strategies, LLC | 2,687 | $259.3K | 0.05% | −19,317−87.8% | Reduced |
| MQS Management LLC | 2,688 | $259.4K | 0.14% | −2,749−50.6% | Reduced |
| Traub Capital Management LLC | 2,690 | $259.6K | 0.24% | +2,690 | New |
| Leavell Investment Management, Inc. | 2,693 | $259.9K | 0.01% | −259−8.8% | Reduced |
| Hollencrest Capital Management | 2,698 | $260.4K | 0.01% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 2,714 | $261.9K | 0.01% | −65−2.3% | Reduced |
| Syon Capital LLC | 2,717 | $262.2K | 0.02% | −1,549−36.3% | Reduced |
| Coastline Trust Co | 2,720 | $262.5K | 0.03% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 2,728 | $263.3K | 0.02% | +226+9.0% | Added |
| Wetherby Asset Management Inc | 2,745 | $264.9K | 0.01% | +2,745 | New |
| MBB Public Markets I LLC | 2,749 | $265.3K | 0.03% | −628−18.6% | Reduced |
| Aft, Forsyth & Company, Inc. | 3,400 | $265.4K | 0.14% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 2,753 | $265.7K | 0.01% | +552+25.1% | Added |
| TFG Advisers LLC | 2,779 | $268.1K | 0.09% | +97+3.6% | Added |
| Dorsey & Whitney Trust CO LLC | 2,782 | $268.5K | 0.01% | −180−6.1% | Reduced |
| Boothbay Fund Management, LLC | 2,800 | $270.2K | 0.01% | +2,800 | New |
| Essex Savings Bank | 2,814 | $271.5K | 0.06% | −182−6.1% | Reduced |
| Deseret Mutual Benefit Administrators | 2,828 | $272.9K | 0.13% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2,830 | $273.1K | 0.03% | +11+0.4% | Added |
| OmniStar Financial Group, Inc. | 2,838 | $273.9K | 0.20% | −514−15.3% | Reduced |
| Horizon Advisory Services, Inc. | 2,866 | $276.6K | 0.15% | +37+1.3% | Added |
| Triumph Capital Management | 2,882 | $278.1K | 0.08% | −699−19.5% | Reduced |
| LCNB Corp | 2,898 | $279.7K | 0.10% | +83+2.9% | Added |
| HBK Sorce Advisory LLC | 2,904 | $280.2K | 0.01% | +176+6.5% | Added |
| Joule Financial, LLC | 2,924 | $282.1K | 0.09% | −20−0.7% | Reduced |
| Caldwell Trust Co | 2,954 | $285.1K | 0.03% | −1,200−28.9% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 2,967 | $286.3K | 0.03% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 2,970 | $286.6K | 0.01% | −60−2.0% | Reduced |
| Zacks Investment Management | 2,973 | $286.9K | 0.00% | −64,245−95.6% | Reduced |
| Clifford Swan Investment Counsel LLC | 2,975 | $287.1K | 0.01% | +2+0.1% | Added |
| Saratoga Research & Investment Management | 2,986 | $288.1K | 0.02% | +398+15.4% | Added |
| Personal Cfo Solutions, LLC | 2,989 | $288.4K | 0.05% | +196+7.0% | Added |
| Summit Investment Advisors, Inc. | 2,800 | $288.6K | 0.24% | 00.0% | Unchanged |
| Martel Wealth Advisors Inc | 3,000 | $289.5K | 0.05% | 00.0% | Unchanged |
| Axq Capital, LP | 3,010 | $290.5K | 0.09% | +3,010 | New |
| Chicago Partners Investment Group LLC | 2,737 | $293.8K | 0.01% | +427+18.5% | Added |
| Valley National Advisers Inc | 3,062 | $294.0K | 0.05% | −3,087−50.2% | Reduced |
| RMB Capital Management, LLC | 3,092 | $298.3K | 0.01% | −10.0% | Reduced |
| Private Wealth Partners, LLC | 3,100 | $299.1K | 0.02% | −200−6.1% | Reduced |
| Mizuho Markets Americas LLC | 3,103 | $299.4K | 0.01% | −7,832−71.6% | Reduced |
| Central Trust Co | 3,135 | $302.5K | 0.01% | +57+1.9% | Added |
| Brown Miller Wealth Management, LLC | 3,141 | $303.1K | 0.09% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 3,199 | $308.7K | 0.01% | −37−1.1% | Reduced |
| Paradigm Capital Management, LLC | 3,199 | $309.0K | 0.31% | +959+42.8% | Added |
| Groupama Asset Managment | 3,224 | $309.8K | 0.01% | −5,456−62.9% | Reduced |
| City Center Advisors, LLC | 3,220 | $310.7K | 0.33% | +3,220 | New |
| Heritage Trust Co | 3,235 | $312.2K | 0.04% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 3,237 | $312.5K | 0.01% | +628+24.1% | Added |
| Ieq Capital, LLC | 3,242 | $312.9K | 0.00% | +3,242 | New |
| Clear Harbor Asset Management, LLC | 3,245 | $313.2K | 0.02% | +2+0.1% | Added |
| Hopwood Financial Services, Inc. | 3,259 | $314.5K | 0.25% | −320−8.9% | Reduced |
| Excalibur Management Corp | 3,263 | $314.8K | 0.12% | −275−7.8% | Reduced |
| Wesbanco Bank Inc | 3,276 | $316.1K | 0.01% | +3,276 | New |
| MTM Investment Management, LLC | 3,294 | $317.9K | 0.11% | +584+21.5% | Added |
| Independent Financial Group, LLC | 3,310 | $319.4K | 0.01% | +3,310 | New |
| Midwest Financial Group LLC | 3,315 | $319.9K | 0.17% | −200−5.7% | Reduced |
| Talon Private Wealth, LLC | 3,322 | $320.6K | 0.04% | +769+30.1% | Added |
| Whitener Capital Management, Inc. | 3,345 | $322.8K | 0.09% | +927+38.3% | Added |
| Pallas Capital Advisors LLC | 3,349 | $323.2K | 0.01% | +3,349 | New |
| Signal Advisors Wealth, LLC | 3,369 | $325.1K | 0.03% | +3,369 | New |
| West Financial Advisors, LLC | 3,385 | $326.7K | 0.06% | 00.0% | Unchanged |
| S-Bank Fund Management Ltd | 3,431 | $331.1K | 0.05% | +448+15.0% | Added |
| Prairie Sky Financial Group LLC | 3,450 | $332.9K | 0.18% | 00.0% | Unchanged |
| Bennett Associates Wealth Management | 3,454 | $333.3K | 0.26% | +3,454 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,476 | $335.4K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 3,480 | $335.8K | 0.03% | −1,100−24.0% | Reduced |
| Vaughan David Investments LLC | 3,538 | $341.0K | 0.01% | −108−3.0% | Reduced |
| Sittner & Nelson, LLC | 3,578 | $345.3K | 0.14% | +10.0% | Added |
| Valeo Financial Advisors, LLC | 3,609 | $348.2K | 0.01% | +878+32.1% | Added |
| Wealth Group, Ltd. | 3,622 | $349.0K | 0.35% | −221−5.8% | Reduced |
| Guinness Asset Management LTD | 3,624 | $349.7K | 0.01% | +84+2.4% | Added |
| Keystone Financial Group | 3,625 | $349.8K | 0.03% | +3,625 | New |
| Pictet & Cie (Europe) SA | 3,653 | $352.5K | 0.01% | +1,192+48.4% | Added |
| River Wealth Advisors LLC | 3,661 | $353.3K | 0.04% | −185−4.8% | Reduced |
| Visionary Horizons, LLC | 3,665 | $353.7K | 0.22% | 00.0% | Unchanged |
| RFG Advisory, LLC | 3,666 | $353.8K | 0.01% | +789+27.4% | Added |
| Founders Financial Securities LLC | 3,669 | $354.0K | 0.03% | −87−2.3% | Reduced |
| Morningstar Investment Management LLC | 3,675 | $355.0K | 0.03% | +3,675 | New |
| Revisor Wealth Management LLC | 3,460 | $355.1K | 0.13% | +186+5.7% | Added |
| Main Street Financial Solutions, LLC | 3,702 | $357.3K | 0.03% | +80+2.2% | Added |
| Asahi Life Asset Management Co., Ltd. | 3,710 | $358.0K | 0.21% | +3,710 | New |
| Plimoth Trust Co LLC | 3,721 | $359.1K | 0.09% | −50−1.3% | Reduced |
| Stratos Wealth Partners, LTD. | 3,723 | $359.4K | 0.00% | −3,304−47.0% | Reduced |
| Integrated Advisors Network LLC | 3,734 | $360.3K | 0.02% | +788+26.7% | Added |
| Nexus Investment Management ULC | 3,740 | $360.9K | 0.05% | 00.0% | Unchanged |
| LGT Group Foundation | 3,750 | $361.9K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 3,756 | $362.5K | 0.02% | −2,290−37.9% | Reduced |
| Optimize Financial Inc | 3,762 | $363.0K | 0.22% | −26−0.7% | Reduced |
| Tiaa Trust, National Association | 3,764 | $363.2K | 0.00% | −80−2.1% | Reduced |
| WBH Advisory Inc | 3,778 | $364.6K | 0.03% | −25−0.7% | Reduced |
| SC&H Financial Advisors, Inc. | 3,790 | $365.7K | 0.06% | +5+0.1% | Added |
| Sunbelt Securities, Inc. | 3,242 | $366.6K | 0.03% | −3,207−49.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 3,807 | $367.4K | 0.00% | +511+15.5% | Added |
| Accel Wealth Management | 3,831 | $369.7K | 0.12% | −188−4.7% | Reduced |
| LVW Advisors, LLC | 3,832 | $369.8K | 0.04% | +3,832 | New |
| Total Clarity Wealth Management, Inc. | 3,872 | $373.6K | 0.11% | +3,872 | New |
| Glenview Trust Co | 3,897 | $376.1K | 0.01% | −213−5.2% | Reduced |