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 |
|---|---|---|---|---|---|
| Security National Bank | 600 | $57.9K | 0.01% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 600 | $57.0K | 0.03% | 00.0% | Unchanged |
| Onefund, LLC | 576 | $56.0K | 0.04% | +576 | New |
| Parkside Financial Bank & Trust | 569 | $54.9K | 0.01% | +45+8.6% | Added |
| North Star Investment Management Corp. | 547 | $52.8K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 514 | $49.6K | 0.01% | −2,043−79.9% | Reduced |
| JFS Wealth Advisors, LLC | 478 | $46.1K | 0.00% | +10+2.1% | Added |
| Bogart Wealth, LLC | 453 | $43.7K | 0.00% | +429+1,787.5% | Added |
| Bullock Wealth Management Group | 423 | $41.8K | 0.02% | −105−19.9% | Reduced |
| ORG Partners LLC | 423 | $41.7K | 0.01% | +23+5.8% | Added |
| Cromwell Holdings LLC | 430 | $41.5K | 0.03% | +418+3,483.3% | Added |
| 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 |
| Independence Bank of Kentucky | 425 | $41.0K | 0.01% | 00.0% | Unchanged |
| Curio Wealth, LLC | 416 | $40.1K | 0.02% | +414+20,700.0% | Added |
| Evermay Wealth Management LLC | 415 | $40.0K | 0.00% | −925−69.0% | Reduced |
| Silvant Capital Management LLC | 381 | $36.8K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 374 | $36.0K | 0.00% | −751−66.8% | Reduced |
| GW&K Investment Management, LLC | 371 | $36.0K | 0.00% | +42+12.8% | Added |
| Ameriflex Group, Inc. | 371 | $35.7K | 0.02% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 366 | $35.3K | 0.02% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 365 | $35.2K | 0.00% | +365 | New |
| Walleye Capital LLC | 354 | $34.2K | 0.00% | +207+140.8% | Added |
| Addison Advisors LLC | 352 | $34.0K | 0.01% | +92+35.4% | Added |
| Clean Yield Group | 351 | $33.9K | 0.01% | −200−36.3% | Reduced |
| Bangor Savings Bank | 350 | $33.8K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 346 | $33.3K | 0.00% | +5+1.5% | Added |
| Perkins Coie Trust Co | 345 | $33.3K | 0.01% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 334 | $32.2K | 0.02% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 319 | $30.8K | 0.02% | +174+120.0% | Added |
| Advantage Trust Co | 305 | $29.4K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 289 | $27.9K | 0.00% | +2+0.7% | Added |
| Meeder Asset Management Inc | 278 | $26.8K | 0.00% | −5,137−94.9% | Reduced |
| Ogorek Anthony Joseph | 276 | $26.0K | 0.01% | +189+217.2% | Added |
| TD Waterhouse Canada Inc. | 250 | $24.7K | 0.00% | +100+66.7% | Added |
| First Financial Corp | 250 | $24.1K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 250 | $24.1K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 249 | $24.0K | 0.00% | +249 | New |
| Capital Advisors, Ltd. LLC | 253 | $24.0K | 0.00% | +117+86.0% | Added |
| Cary Street Partner Investment Advisory LLC | 244 | $23.5K | 0.01% | +244 | New |
| Rosenberg Matthew Hamilton | 242 | $23.4K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 241 | $23.3K | 0.02% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 231 | $22.3K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 234 | $22.0K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 227 | $21.9K | 0.01% | +227 | New |
| Pacifica Partners Inc. | 220 | $21.1K | 0.01% | −50−18.5% | Reduced |
| Hemington Wealth Management | 224 | $21.0K | 0.00% | −140−38.5% | Reduced |
| Union Savings Bank | 200 | $20.3K | 0.01% | 00.0% | Unchanged |
| Bank & Trust Co | 206 | $19.9K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 202 | $19.5K | 0.00% | +16+8.6% | Added |
| GeoWealth Management, LLC | 200 | $19.3K | 0.00% | +200 | New |
| 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 |
| Ameritas Advisory Services, LLC | 197 | $19.0K | 0.00% | −1,909−90.6% | Reduced |
| Private Wealth Management Group, LLC | 190 | $18.3K | 0.01% | +144+313.0% | Added |
| Raleigh Capital Management Inc. | 188 | $18.2K | 0.01% | +15+8.7% | Added |
| Smithfield Trust Co | 185 | $18.0K | 0.00% | −40−17.8% | Reduced |
| Asset Dedication, LLC | 186 | $17.9K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 186 | $17.9K | 0.01% | −1,214−86.7% | Reduced |
| WealthCollab, LLC | 180 | $17.4K | 0.01% | +180 | New |
| Salomon & Ludwin, LLC | 172 | $17.2K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 175 | $16.9K | 0.01% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 149 | $16.0K | 0.01% | +149 | New |
| North Ridge Wealth Advisors, Inc. | 160 | $15.4K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 155 | $15.0K | 0.00% | +155 | New |
| Pineridge Advisors LLC | 155 | $14.9K | 0.01% | +100+181.8% | Added |
| 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 |
| Clear Street Markets LLC | 149 | $14.4K | 0.01% | +149 | New |
| Montag A & Associates Inc | 140 | $13.5K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 140 | $13.5K | 0.01% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 137 | $13.2K | 0.01% | +1+0.7% | Added |
| MV Capital Management, Inc. | 135 | $13.1K | 0.00% | −17−11.2% | Reduced |
| Bell Investment Advisors, Inc | 131 | $12.6K | 0.00% | +4+3.1% | Added |
| Ritter Daniher Financial Advisory LLC | 125 | $12.1K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 121 | $11.7K | 0.00% | −33−21.4% | Reduced |
| Leonteq Securities AG | 118 | $11.4K | 0.00% | −7−5.6% | Reduced |
| Sawyer & Company, Inc | 100 | $11.4K | 0.00% | −400−80.0% | Reduced |
| Avanza Fonder AB | 116 | $11.2K | 0.00% | −17,691−99.3% | Reduced |
| North Capital, Inc. | 114 | $11.0K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 106 | $10.3K | 0.00% | +106 | New |
| Caldwell Sutter Capital, Inc. | 105 | $10.1K | 0.00% | −1−0.9% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 100 | $9.65K | 0.01% | −9,088−98.9% | Reduced |
| Eukles Asset Management | 100 | $9.65K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 100 | $9.65K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 100 | $9.65K | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 100 | $9.65K | 0.01% | 00.0% | Unchanged |
| Alerus Financial NA | 100 | $9.65K | 0.00% | +100 | New |
| Webster Bank, N. A. | 91 | $8.78K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 87 | $8.40K | 0.00% | −14−13.9% | Reduced |
| Millstone Evans Group, LLC | 83 | $8.01K | 0.01% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 80 | $7.89K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 80 | $7.72K | 0.00% | −10−11.1% | Reduced |
| Highline Wealth Partners LLC | 79 | $7.58K | 0.00% | +12+17.9% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 77 | $7.43K | 0.01% | +7+10.0% | Added |