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 |
|---|---|---|---|---|---|
| Roehl & Yi Investment Advisors, LLC | 6,343 | $612.1K | 0.31% | +35+0.6% | Added |
| Investors Research Corp | 6,392 | $616.8K | 0.12% | 00.0% | Unchanged |
| Nautilus Advisors LLC | 6,455 | $622.9K | 0.46% | −155−2.3% | Reduced |
| Atria Wealth Solutions, Inc. | 6,493 | $628.7K | 0.01% | −3,427−34.5% | Reduced |
| Farringdon Capital, Ltd. | 6,528 | $630.0K | 0.21% | +6,528 | New |
| Gateway Investment Advisers LLC | 6,594 | $636.4K | 0.01% | −92−1.4% | Reduced |
| Summit Financial, LLC | 6,651 | $641.8K | 0.01% | −1,668−20.1% | Reduced |
| Daymark Wealth Partners, LLC | 6,827 | $658.8K | 0.03% | +4+0.1% | Added |
| Siemens Fonds Invest GmbH | 6,867 | $662.7K | 0.04% | +500+7.9% | Added |
| CFS Investment Advisory Services, LLC | 6,997 | $675.0K | 0.06% | −945−11.9% | Reduced |
| Global X Japan Co., Ltd. | 7,010 | $676.5K | 0.07% | +1,563+28.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,028 | $678.2K | 0.01% | −53−0.7% | Reduced |
| Hartline Investment Corp | 7,070 | $682.3K | 0.08% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 7,079 | $683.1K | 0.00% | −1,341−15.9% | Reduced |
| Drucker Wealth 3.0, LLC | 6,737 | $683.5K | 0.13% | +6,737 | New |
| Cushing Capital Partners, LLC | 7,107 | $685.9K | 0.58% | −1,151−13.9% | Reduced |
| Ashton Thomas Private Wealth, LLC | 7,112 | $686.3K | 0.02% | −203−2.8% | Reduced |
| Benin Management CORP | 7,169 | $691.8K | 0.18% | +150+2.1% | Added |
| Moller Financial Services | 7,205 | $695.3K | 0.15% | +5+0.1% | Added |
| M&G Plc | 7,197 | $698.1K | 0.00% | −3,538−33.0% | Reduced |
| Atria Investments LLC | 7,269 | $701.5K | 0.01% | +207+2.9% | Added |
| Aster Capital Management (DIFC) Ltd | 7,272 | $701.7K | 0.16% | −29,529−80.2% | Reduced |
| Farther Finance Advisors, LLC | 7,299 | $704.3K | 0.01% | −650−8.2% | Reduced |
| United Capital Financial Advisers, LLC | 7,321 | $706.5K | 0.01% | −72−1.0% | Reduced |
| Rothschild Investment LLC | 7,322 | $706.6K | 0.04% | −2,364−24.4% | Reduced |
| V-Square Quantitative Management LLC | 7,354 | $709.7K | 0.10% | +231+3.2% | Added |
| Thoma Capital Management LLC | 7,362 | $710.5K | 0.45% | +800+12.2% | Added |
| Martingale Asset Management L P | 7,430 | $717.0K | 0.02% | −612−7.6% | Reduced |
| Midwest Professional Planners, LTD. | 7,511 | $724.9K | 0.19% | −10,936−59.3% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 7,512 | $725.2K | 0.70% | −74−1.0% | Reduced |
| Manske Wealth Management | 7,554 | $729.0K | 0.24% | +400+5.6% | Added |
| Cary Street Partners Financial LLC | 7,578 | $731.3K | 0.02% | +7,578 | New |
| Enhancing Capital LLC | 7,650 | $738.2K | 0.56% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 7,660 | $739.0K | 0.07% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 7,725 | $745.5K | 0.15% | +6,875+808.8% | Added |
| Aigen Investment Management, LP | 7,726 | $745.6K | 0.10% | −5,750−42.7% | Reduced |
| Pine Haven Investment Counsel, Inc | 7,782 | $751.0K | 0.59% | −525−6.3% | Reduced |
| MOKAN Wealth Management Inc. | 7,784 | $751.8K | 0.42% | −10,779−58.1% | Reduced |
| Assenagon Asset Management S.A. | 7,801 | $752.8K | 0.00% | −112,777−93.5% | Reduced |
| FIL Ltd | 7,809 | $753.6K | 0.00% | +1,543+24.6% | Added |
| RSM US Wealth Management LLC | 7,831 | $755.7K | 0.01% | +1,016+14.9% | Added |
| Empirical Finance, LLC | 7,982 | $770.3K | 0.04% | +52+0.7% | Added |
| Elevated Capital Advisors, LLC | 8,427 | $774.1K | 0.22% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 8,059 | $777.7K | 0.00% | +1,917+31.2% | Added |
| MAI Capital Management | 8,069 | $778.7K | 0.01% | −1,295−13.8% | Reduced |
| D. E. Shaw & Co., Inc. | 8,094 | $781.1K | 0.00% | +2,475+44.0% | Added |
| Old Point Trust & Financial Services N A | 8,125 | $784.1K | 0.27% | −1,225−13.1% | Reduced |
| Natixis | 8,131 | $784.6K | 0.00% | −13,924−63.1% | Reduced |
| Capstone Triton Financial Group, LLC | 8,147 | $786.2K | 0.57% | +8,147 | New |
| Waldron Private Wealth LLC | 8,206 | $791.9K | 0.03% | −475−5.5% | Reduced |
| Carderock Capital Management Inc | 8,225 | $793.7K | 0.20% | 00.0% | Unchanged |
| Tufton Capital Management | 8,265 | $797.0K | 0.15% | −310−3.6% | Reduced |
| Inceptionr LLC | 8,279 | $798.9K | 0.18% | +8,279 | New |
| Sepio Capital, LP | 8,281 | $799.2K | 0.06% | +147+1.8% | Added |
| Wedbush Securities Inc | 8,307 | $802.0K | 0.03% | +281+3.5% | Added |
| Banco BTG Pactual S.A. | 8,330 | $803.8K | 0.16% | +8,330 | New |
| FORA Capital, LLC | 8,345 | $805.3K | 0.09% | −4,868−36.8% | Reduced |
| Physicians Financial Services, Inc. | 8,380 | $809.0K | 0.24% | −488−5.5% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 8,427 | $813.2K | 0.02% | +1,003+13.5% | Added |
| Centennial Wealth Advisory LLC | 8,436 | $814.5K | 0.26% | +8,436 | New |
| Provident Investment Management, Inc. | 8,447 | $815.1K | 0.07% | +1,280+17.9% | Added |
| Summit Trail Advisors, LLC | 8,545 | $824.5K | 0.01% | +1,311+18.1% | Added |
| Twelve Points Wealth Management LLC | 8,614 | $831.2K | 0.22% | +223+2.7% | Added |
| South State Corp. | 8,682 | $837.8K | 0.04% | +538+6.6% | Added |
| Capital Investment Advisory Services, LLC | 8,736 | $843.0K | 0.07% | +164+1.9% | Added |
| Belpointe Asset Management LLC | 8,866 | $855.6K | 0.04% | +4,935+125.5% | Added |
| Davenport & Co LLC | 8,953 | $864.0K | 0.00% | −232−2.5% | Reduced |
| Twin Focus Capital Partners, LLC | 9,000 | $868.5K | 0.12% | −8,800−49.4% | Reduced |
| EP Wealth Advisors, LLC | 9,056 | $873.9K | 0.01% | −234−2.5% | Reduced |
| Scientech Research LLC | 9,063 | $874.6K | 0.21% | +9,063 | New |
| Thrivent Financial for Lutherans | 9,076 | $876.0K | 0.00% | −65−0.7% | Reduced |
| Principle Wealth Partners LLC | 9,125 | $880.6K | 0.05% | −822−8.3% | Reduced |
| Capitolis Liquid Global Markets LLC | 9,200 | $887.8K | 0.01% | 00.0% | Unchanged |
| Simmons Bank | 9,249 | $892.5K | 0.06% | −79−0.8% | Reduced |
| Arvest Investments, Inc. | 9,358 | $903.0K | 0.14% | +9,358 | New |
| TCM Advisors, LLC | – | $907.1K | 0.76% | – | – |
| U.S. Capital Wealth Advisors, LLC | 9,419 | $908.9K | 0.03% | +9,419 | New |
| Oxford Asset Management LLP | 9,430 | $910.0K | 0.30% | +914+10.7% | Added |
| Verity Asset Management, Inc. | 9,451 | $912.0K | 0.44% | −472−4.8% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 9,543 | $920.9K | 0.58% | −101−1.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 9,362 | $923.7K | 0.00% | −2,157−18.7% | Reduced |
| Jump Financial, LLC | 9,652 | $931.4K | 0.01% | +9,652 | New |
| Wealthcare Advisory Partners LLC | 9,663 | $932.5K | 0.02% | +5,391+126.2% | Added |
| International Assets Investment Management, LLC | 9,699 | $935.9K | 0.08% | +885+10.0% | Added |
| Union Heritage Capital, LLC | 9,731 | $939.0K | 0.33% | 00.0% | Unchanged |
| Wealthcare Capital Partners, LLC | 9,761 | $941.9K | 0.47% | +332+3.5% | Added |
| Integrated Wealth Concepts LLC | 9,771 | $942.9K | 0.01% | +4,631+90.1% | Added |
| Terry L. Blaker | 9,810 | $946.7K | 0.04% | −1,049−9.7% | Reduced |
| Sanctuary Advisors, LLC | 9,851 | $950.6K | 0.01% | −142−1.4% | Reduced |
| Delta Financial Advisors LLC | 9,911 | $956.4K | 0.34% | −147−1.5% | Reduced |
| Groesbeck Investment Management Corp | 10,002 | $965.0K | 1.69% | −551−5.2% | Reduced |
| Douglass Winthrop Advisors, LLC | 10,000 | $965.0K | 0.02% | 00.0% | Unchanged |
| Carnegie Lake Advisors LLC | 10,035 | $968.0K | 0.38% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 10,083 | $973.0K | 0.02% | −2,145−17.5% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 10,123 | $976.9K | 0.05% | +519+5.4% | Added |
| Argent Advisors, Inc. | 10,179 | $982.2K | 0.30% | +662+7.0% | Added |
| Zurich Insurance Group Ltd | 10,200 | $984.3K | 0.01% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 10,256 | $985.7K | 0.42% | +120+1.2% | Added |
| Generali Asset Management SPA SGR | 10,235 | $987.7K | 0.02% | +9,336+1,038.5% | Added |
| Crossmark Global Holdings, Inc. | 10,237 | $987.9K | 0.02% | −1,273−11.1% | Reduced |