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 |
|---|---|---|---|---|---|
| First Pacific Financial | 75 | $7.24K | 0.00% | −56−42.7% | Reduced |
| Essential Partners LLC | 71 | $6.85K | 0.00% | +71 | New |
| Evolution Wealth Management Inc. | 64 | $6.18K | 0.01% | +64 | New |
| Darwin Advisors, LLC | 61 | $5.97K | 0.00% | −2,219−97.3% | Reduced |
| True Wealth Design, LLC | 62 | $5.95K | 0.00% | +18+40.9% | Added |
| Grove Bank & Trust | 60 | $5.79K | 0.00% | +20+50.0% | Added |
| Fortitude Family Office, LLC | 58 | $5.60K | 0.00% | −34−37.0% | Reduced |
| Legacy Wealth Managment, LLC | 55 | $5.31K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 55 | $5.31K | 0.00% | +55 | New |
| JNBA Financial Advisors | 52 | $5.02K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 50 | $4.83K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 49 | $4.73K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 48 | $4.63K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 48 | $4.63K | 0.00% | +48 | New |
| Whipplewood Advisors, LLC | 46 | $4.44K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 44 | $4.25K | 0.00% | −54−55.1% | Reduced |
| Motco | 40 | $4.06K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 39 | $3.76K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 39 | $3.76K | 0.00% | −3−7.1% | Reduced |
| Riverview Trust Co | 36 | $3.47K | 0.00% | −36−50.0% | Reduced |
| Rialto Wealth Management, LLC | 36 | $3.47K | 0.00% | +28+350.0% | Added |
| Cornerstone Planning Group LLC | 30 | $3.17K | 0.00% | +18+150.0% | Added |
| Tobam | 36 | $3.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 40 | $3.00K | 0.00% | +20+100.0% | Added |
| Scarborough Advisors, LLC | 31 | $2.99K | 0.00% | +31 | New |
| Abound Wealth Management | 30 | $2.90K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 25 | $2.41K | 0.00% | +5+25.0% | Added |
| Winch Advisory Services, LLC | 23 | $2.23K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 23 | $2.22K | 0.00% | +23 | New |
| Quest 10 Wealth Builders, Inc. | 22 | $2.12K | 0.00% | −3−12.0% | Reduced |
| Sierra Ocean, LLC | 22 | $2.12K | 0.00% | +8+57.1% | Added |
| IMG Wealth Management, Inc. | 22 | $2.12K | 0.00% | +22 | New |
| Core Alternative Capital | 21 | $2.03K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 21 | $2.03K | 0.00% | +4+23.5% | Added |
| Kilter Group LLC | 21 | $2.03K | 0.00% | +21 | New |
| Red Tortoise LLC | 20 | $1.93K | 0.00% | −10−33.3% | Reduced |
| Creative Capital Management Investments LLC | 20 | $1.93K | 0.00% | +20 | New |
| Hughes Financial Services, LLC | 18 | $1.90K | 0.00% | +13+260.0% | Added |
| SJS Investment Consulting Inc. | 19 | $1.85K | 0.00% | +14+280.0% | Added |
| Cape Investment Advisory, Inc. | 18 | $1.74K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 17 | $1.64K | 0.00% | −550−97.0% | Reduced |
| Acima Private Wealth, LLC | 17 | $1.64K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 16 | $1.58K | 0.00% | −300−94.9% | Reduced |
| Raffa Wealth Management, LLC | 16 | $1.54K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 16 | $1.54K | 0.00% | +16 | New |
| Financial Network Wealth Advisors LLC | 15 | $1.45K | 0.00% | +15 | New |
| Aspect Partners, LLC | 13 | $1.25K | 0.00% | −122−90.4% | Reduced |
| DHJJ Financial Advisors, Ltd. | 13 | $1.25K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 13 | $1.25K | 0.00% | +13 | New |
| Principia Wealth Advisory, LLC | 12 | $1.16K | 0.00% | +3+33.3% | Added |
| Total Investment Management Inc | 11 | $1.09K | 0.00% | +11 | New |
| Bare Financial Services, Inc | 11 | $1.06K | 0.00% | −20−64.5% | Reduced |
| Clark Wealth Partners | 11 | $1.06K | 0.00% | +11 | New |
| Penserra Capital Management LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 10 | $987 | 0.00% | +10 | New |
| WealthTrak Capital Management LLC | 10 | $965 | 0.00% | +5+100.0% | Added |
| City State Bank | 10 | $965 | 0.00% | +5+100.0% | Added |
| Mid-American Wealth Advisory Group, Inc. | 9 | $869 | 0.00% | +9 | New |
| Bay Harbor Wealth Management, LLC | 8 | $772 | 0.00% | +2+33.3% | Added |
| YANKCOM Partnership | 8 | $772 | 0.00% | +8 | New |
| Dunhill Financial, LLC | 7 | $702 | 0.00% | −12−63.2% | Reduced |
| Parkworth Wealth Management, Inc. | 7 | $676 | 0.00% | +4+133.3% | Added |
| Stephens Consulting, LLC | 7 | $676 | 0.00% | +7 | New |
| HFM Investment Advisors, LLC | 6 | $579 | 0.00% | +5+500.0% | Added |
| NVWM, LLC | 6 | $579 | 0.00% | +6 | New |
| WestEnd Advisors, LLC | 5 | $483 | 0.00% | −1−16.7% | Reduced |
| Oakworth Capital, Inc. | 5 | $483 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 5 | $483 | 0.00% | +5 | New |
| Y.D. More Investments Ltd | 1,543 | $440 | 0.00% | +145+10.4% | Added |
| Activest Wealth Management | 4 | $386 | 0.00% | −155−97.5% | Reduced |
| Trust Co | 4 | $386 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 3 | $290 | 0.00% | +1+50.0% | Added |
| American Capital Advisory, LLC | 3 | $290 | 0.00% | +1+50.0% | Added |
| Concord Wealth Partners | 2 | $193 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 2 | $193 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $97 | 0.00% | +1 | New |
| Kozak & Associates, Inc. | 0 | $35 | 0.00% | 0 | Unchanged |
| Capital World Investors | 0 | $0 | 0.00% | −927,894−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −212,742−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −188,269−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −176,120−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −65,036−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −63,079−100.0% | Sold out |
| GWN Securities Inc. | 0 | $0 | 0.00% | −52,662−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −51,132−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −47,326−100.0% | Sold out |
| Ellsworth Advisors, LLC | 0 | $0 | 0.00% | −44,771−100.0% | Sold out |
| WCM Investment Management, LLC | 0 | $0 | 0.00% | −37,262−100.0% | Sold out |
| Fenimore Asset Management Inc | 0 | $0 | 0.00% | −30,832−100.0% | Sold out |
| PGGM Investments | 0 | $0 | 0.00% | −28,613−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −27,823−100.0% | Sold out |
| ABLE Financial Group, LLC | 0 | $0 | 0.00% | −25,427−100.0% | Sold out |
| Meritage Portfolio Management | 0 | $0 | 0.00% | −23,308−100.0% | Sold out |
| Capital City Trust Co | 0 | $0 | 0.00% | −22,451−100.0% | Sold out |
| OV Management LLC | 0 | $0 | 0.00% | −21,400−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −18,345−100.0% | Sold out |
| United Community Bank | 0 | $0 | 0.00% | −18,118−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −17,131−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −14,995−100.0% | Sold out |
| McKinley Carter Wealth Services, Inc. | 0 | $0 | 0.00% | −14,580−100.0% | Sold out |