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 |
|---|---|---|---|---|---|
| Foster & Motley Inc | 3,933 | $380.0K | 0.02% | −104−2.6% | Reduced |
| Evergreen Capital Management LLC | 3,941 | $380.3K | 0.01% | +3,941 | New |
| US Asset Management LLC | 3,948 | $381.0K | 0.33% | 00.0% | Unchanged |
| Canada Post Corp Registered Pension Plan | 3,986 | $384.6K | 0.02% | +3,986 | New |
| Bamco Inc | 4,000 | $386.0K | 0.00% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 4,008 | $386.8K | 0.01% | 00.0% | Unchanged |
| Abel Hall, LLC | 4,022 | $388.1K | 0.18% | +4,022 | New |
| Bard Financial Services, Inc. | 4,025 | $388.4K | 0.05% | −200−4.7% | Reduced |
| State of Wyoming | 4,031 | $389.0K | 0.05% | +1,215+43.1% | Added |
| Northcape Wealth Management, LLC | 4,035 | $389.4K | 0.12% | +250+6.6% | Added |
| Concurrent Investment Advisors, LLC | 4,043 | $390.1K | 0.01% | +94+2.4% | Added |
| Bridgefront Capital, LLC | 4,057 | $391.5K | 0.10% | −349−7.9% | Reduced |
| Brown Capital Management LLC | 4,064 | $392.2K | 0.01% | −7,228−64.0% | Reduced |
| AlphaCore Capital LLC | 4,116 | $397.2K | 0.02% | −3−0.1% | Reduced |
| Trust Co of Toledo NA | 4,189 | $404.2K | 0.04% | −155−3.6% | Reduced |
| Kovitz Investment Group Partners, LLC | 4,260 | $411.1K | 0.00% | +493+13.1% | Added |
| Absher Wealth Management, LLC | 4,284 | $413.4K | 0.05% | −249−5.5% | Reduced |
| Venture Visionary Partners LLC | 4,310 | $415.9K | 0.02% | 00.0% | Unchanged |
| Apriem Advisors | 4,311 | $416.1K | 0.04% | −222−4.9% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 4,326 | $417.5K | 0.02% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 4,334 | $418.0K | 0.03% | −1,322−23.4% | Reduced |
| Landscape Capital Management, L.L.C. | 4,336 | $418.4K | 0.03% | +4,336 | New |
| Panagora Asset Management Inc | 4,339 | $418.7K | 0.00% | −380−8.1% | Reduced |
| Vestcor Inc | 4,353 | $420.0K | 0.01% | −26−0.6% | Reduced |
| Camden Capital, LLC | 4,369 | $421.6K | 0.04% | +732+20.1% | Added |
| Spears Abacus Advisors LLC | 4,379 | $422.6K | 0.01% | −84−1.9% | Reduced |
| Western Wealth Management, LLC | 4,401 | $424.7K | 0.03% | +4,401 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 4,407 | $425.3K | 0.00% | +12+0.3% | Added |
| Curbstone Financial Management Corp | 4,450 | $429.4K | 0.09% | −50−1.1% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 4,535 | $437.6K | 0.04% | +142+3.2% | Added |
| GPS Wealth Strategies Group, LLC | 4,541 | $438.2K | 0.05% | −43−0.9% | Reduced |
| Gen-Wealth Partners Inc | 4,583 | $442.2K | 0.17% | −76−1.6% | Reduced |
| Aurora Investment Counsel | 4,585 | $442.5K | 0.23% | +1,201+35.5% | Added |
| Savant Capital, LLC | 4,586 | $442.6K | 0.00% | −370−7.5% | Reduced |
| Capital Management Associates, Inc | 4,604 | $444.3K | 0.14% | +4,604 | New |
| Wolverine Trading, LLC | 4,638 | $445.7K | 0.01% | +4,638 | New |
| Guardian Wealth Advisors, LLC | 4,619 | $445.7K | 0.26% | −909−16.4% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,686 | $452.2K | 0.00% | −618−11.7% | Reduced |
| Westerkirk Capital Inc. | 4,700 | $453.6K | 0.06% | +4,700 | New |
| IFP Advisors, Inc | 3,749 | $456.0K | 0.01% | +20+0.5% | Added |
| Mission Wealth Management, LP | 4,744 | $457.8K | 0.01% | −2,338−33.0% | Reduced |
| Impact Partnership Wealth, LLC | 4,751 | $458.5K | 0.08% | −946−16.6% | Reduced |
| Krane Funds Advisors LLC | 4,829 | $466.0K | 0.02% | +926+23.7% | Added |
| Kestra Private Wealth Services, LLC | 4,831 | $466.2K | 0.01% | +60+1.3% | Added |
| Everence Capital Management Inc | 4,850 | $468.0K | 0.03% | +520+12.0% | Added |
| Regions Financial Corp | 4,882 | $471.1K | 0.00% | +34+0.7% | Added |
| MUFG Securities Americas Inc. | 4,883 | $471.2K | 0.04% | +942+23.9% | Added |
| Resources Investment Advisors, LLC. | 4,900 | $472.9K | 0.01% | +20+0.4% | Added |
| CSS LLC | 4,910 | $473.8K | 0.03% | −2,050−29.5% | Reduced |
| BHK Investment Advisors, LLC | 4,968 | $479.4K | 0.19% | +37+0.8% | Added |
| Howard Capital Management Inc. | 5,016 | $484.1K | 0.01% | +5,016 | New |
| Bourne Lent Asset Management Inc | 5,067 | $489.0K | 0.19% | 00.0% | Unchanged |
| Callan Family Office, LLC | 5,076 | $489.8K | 0.02% | +2,528+99.2% | Added |
| Global Retirement Partners, LLC | 5,102 | $492.3K | 0.01% | +5,102 | New |
| Wynn Capital, LLC | 5,105 | $492.6K | 0.26% | +73+1.5% | Added |
| Parallel Advisors, LLC | 5,142 | $496.2K | 0.01% | −114−2.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,146 | $496.6K | 0.01% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 5,188 | $500.6K | 0.03% | +1,163+28.9% | Added |
| GAMMA Investing LLC | 5,190 | $500.8K | 0.03% | +1,563+43.1% | Added |
| Park Avenue Securities LLC | 5,208 | $503.0K | 0.00% | +329+6.7% | Added |
| Lido Advisors, LLC | 5,219 | $503.7K | 0.00% | −3,416−39.6% | Reduced |
| Great Valley Advisor Group, Inc. | 5,226 | $503.9K | 0.01% | +54+1.0% | Added |
| Norden Group LLC | 5,254 | $507.0K | 0.06% | +2,412+84.9% | Added |
| Nomura Holdings Inc | 5,272 | $508.7K | 0.00% | −10,040−65.6% | Reduced |
| BCJ Capital Management, LLC | 5,289 | $510.4K | 0.03% | +1,748+49.4% | Added |
| Coldstream Capital Management Inc | 5,315 | $512.9K | 0.01% | +1,471+38.3% | Added |
| International Private Wealth Advisors LLC | 5,335 | $514.9K | 0.44% | +5,335 | New |
| Allworth Financial LP | 5,336 | $514.9K | 0.00% | −1,332−20.0% | Reduced |
| Transce3nd, LLC | 5,343 | $516.1K | 0.22% | +551+11.5% | Added |
| Lynx Investment Advisory | 5,392 | $520.3K | 0.34% | +166+3.2% | Added |
| Forum Financial Management, LP | 5,430 | $524.0K | 0.01% | +2,483+84.3% | Added |
| Nilsine Partners, LLC | 5,465 | $527.4K | 0.05% | −216−3.8% | Reduced |
| Center For Asset Management LLC | 4,681 | $533.0K | 0.33% | −58−1.2% | Reduced |
| J.W. Cole Advisors, Inc. | 5,578 | $538.3K | 0.01% | +1,008+22.1% | Added |
| AlphaStar Capital Management, LLC | 5,681 | $548.2K | 0.04% | −526−8.5% | Reduced |
| Brown Brothers Harriman & Co | 5,699 | $550.0K | 0.00% | +235+4.3% | Added |
| Applied Finance Capital Management, LLC | 5,702 | $550.2K | 0.04% | +5,702 | New |
| Hardy Reed LLC | 5,711 | $551.1K | 0.04% | +3,015+111.8% | Added |
| Apex Wealth Management, LLC | 5,732 | $553.1K | 0.44% | +140+2.5% | Added |
| West Oak Capital, LLC | 5,755 | $555.4K | 0.22% | −1,680−22.6% | Reduced |
| DGS Capital Management, LLC | 5,763 | $556.1K | 0.11% | +1,196+26.2% | Added |
| Retirement Planning Co of New England, Inc. | 5,768 | $556.6K | 0.25% | +710+14.0% | Added |
| Tudor Financial Inc. | 5,779 | $557.7K | 0.32% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 5,797 | $559.4K | 0.05% | −7,172−55.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 5,814 | $561.1K | 0.02% | 00.0% | Unchanged |
| LifeWealth Investments, LLC | 5,835 | $563.1K | 0.10% | +5,835 | New |
| Prudential PLC | 5,845 | $564.0K | 0.00% | +3,098+112.8% | Added |
| American National Bank | 5,872 | $566.6K | 0.06% | +1,811+44.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 5,964 | $575.5K | 0.04% | −414−6.5% | Reduced |
| Empirical Asset Management, LLC | 5,966 | $575.7K | 0.18% | +887+17.5% | Added |
| Los Angeles Capital Management LLC | 6,044 | $583.2K | 0.00% | −2,919−32.6% | Reduced |
| Neville Rodie & Shaw Inc | 6,075 | $586.0K | 0.04% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 6,076 | $586.5K | 0.01% | −7,616−55.6% | Reduced |
| Ironvine Capital Partners, LLC | 6,100 | $588.6K | 0.06% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 6,140 | $592.5K | 0.00% | +409+7.1% | Added |
| Umb Bank N A | 6,182 | $596.6K | 0.01% | −973−13.6% | Reduced |
| Davis Investment Partners, LLC | 6,079 | $599.8K | 0.21% | +208+3.5% | Added |
| Cove Private Wealth, LLC | 6,225 | $600.7K | 0.21% | +300+5.1% | Added |
| Altus Wealth Group LLC | 6,228 | $601.0K | 0.27% | +217+3.6% | Added |
| HighPoint Advisor Group LLC | 6,293 | $607.3K | 0.03% | +24+0.4% | Added |