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 |
|---|---|---|---|---|---|
| U.S. Capital Wealth Advisors, LLC | 9,419 | $908.9K | 0.03% | +9,419 | New |
| TCM Advisors, LLC | – | $907.1K | 0.76% | – | – |
| Arvest Investments, Inc. | 9,358 | $903.0K | 0.14% | +9,358 | New |
| Simmons Bank | 9,249 | $892.5K | 0.06% | −79−0.8% | Reduced |
| Capitolis Liquid Global Markets LLC | 9,200 | $887.8K | 0.01% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 9,125 | $880.6K | 0.05% | −822−8.3% | Reduced |
| Thrivent Financial for Lutherans | 9,076 | $876.0K | 0.00% | −65−0.7% | Reduced |
| Scientech Research LLC | 9,063 | $874.6K | 0.21% | +9,063 | New |
| EP Wealth Advisors, LLC | 9,056 | $873.9K | 0.01% | −234−2.5% | Reduced |
| Twin Focus Capital Partners, LLC | 9,000 | $868.5K | 0.12% | −8,800−49.4% | Reduced |
| Davenport & Co LLC | 8,953 | $864.0K | 0.00% | −232−2.5% | Reduced |
| Belpointe Asset Management LLC | 8,866 | $855.6K | 0.04% | +4,935+125.5% | Added |
| Capital Investment Advisory Services, LLC | 8,736 | $843.0K | 0.07% | +164+1.9% | Added |
| South State Corp. | 8,682 | $837.8K | 0.04% | +538+6.6% | Added |
| Twelve Points Wealth Management LLC | 8,614 | $831.2K | 0.22% | +223+2.7% | Added |
| Summit Trail Advisors, LLC | 8,545 | $824.5K | 0.01% | +1,311+18.1% | Added |
| Provident Investment Management, Inc. | 8,447 | $815.1K | 0.07% | +1,280+17.9% | Added |
| Centennial Wealth Advisory LLC | 8,436 | $814.5K | 0.26% | +8,436 | New |
| Dai-Ichi Life Insurance Company, Ltd | 8,427 | $813.2K | 0.02% | +1,003+13.5% | Added |
| Physicians Financial Services, Inc. | 8,380 | $809.0K | 0.24% | −488−5.5% | Reduced |
| FORA Capital, LLC | 8,345 | $805.3K | 0.09% | −4,868−36.8% | Reduced |
| Banco BTG Pactual S.A. | 8,330 | $803.8K | 0.16% | +8,330 | New |
| Wedbush Securities Inc | 8,307 | $802.0K | 0.03% | +281+3.5% | Added |
| Sepio Capital, LP | 8,281 | $799.2K | 0.06% | +147+1.8% | Added |
| Inceptionr LLC | 8,279 | $798.9K | 0.18% | +8,279 | New |
| Tufton Capital Management | 8,265 | $797.0K | 0.15% | −310−3.6% | Reduced |
| Carderock Capital Management Inc | 8,225 | $793.7K | 0.20% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 8,206 | $791.9K | 0.03% | −475−5.5% | Reduced |
| Capstone Triton Financial Group, LLC | 8,147 | $786.2K | 0.57% | +8,147 | New |
| Natixis | 8,131 | $784.6K | 0.00% | −13,924−63.1% | Reduced |
| Old Point Trust & Financial Services N A | 8,125 | $784.1K | 0.27% | −1,225−13.1% | Reduced |
| D. E. Shaw & Co., Inc. | 8,094 | $781.1K | 0.00% | +2,475+44.0% | Added |
| MAI Capital Management | 8,069 | $778.7K | 0.01% | −1,295−13.8% | Reduced |
| Avantax Advisory Services, Inc. | 8,059 | $777.7K | 0.00% | +1,917+31.2% | Added |
| Elevated Capital Advisors, LLC | 8,427 | $774.1K | 0.22% | 00.0% | Unchanged |
| Empirical Finance, LLC | 7,982 | $770.3K | 0.04% | +52+0.7% | Added |
| RSM US Wealth Management LLC | 7,831 | $755.7K | 0.01% | +1,016+14.9% | Added |
| FIL Ltd | 7,809 | $753.6K | 0.00% | +1,543+24.6% | Added |
| Assenagon Asset Management S.A. | 7,801 | $752.8K | 0.00% | −112,777−93.5% | Reduced |
| MOKAN Wealth Management Inc. | 7,784 | $751.8K | 0.42% | −10,779−58.1% | Reduced |
| Pine Haven Investment Counsel, Inc | 7,782 | $751.0K | 0.59% | −525−6.3% | Reduced |
| Aigen Investment Management, LP | 7,726 | $745.6K | 0.10% | −5,750−42.7% | Reduced |
| Blume Capital Management, Inc. | 7,725 | $745.5K | 0.15% | +6,875+808.8% | Added |
| SlateStone Wealth, LLC | 7,660 | $739.0K | 0.07% | 00.0% | Unchanged |
| Enhancing Capital LLC | 7,650 | $738.2K | 0.56% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 7,578 | $731.3K | 0.02% | +7,578 | New |
| Manske Wealth Management | 7,554 | $729.0K | 0.24% | +400+5.6% | Added |
| Weaver C. Barksdale & Associates, Inc. | 7,512 | $725.2K | 0.70% | −74−1.0% | Reduced |
| Midwest Professional Planners, LTD. | 7,511 | $724.9K | 0.19% | −10,936−59.3% | Reduced |
| Martingale Asset Management L P | 7,430 | $717.0K | 0.02% | −612−7.6% | Reduced |
| Thoma Capital Management LLC | 7,362 | $710.5K | 0.45% | +800+12.2% | Added |
| V-Square Quantitative Management LLC | 7,354 | $709.7K | 0.10% | +231+3.2% | Added |
| Rothschild Investment LLC | 7,322 | $706.6K | 0.04% | −2,364−24.4% | Reduced |
| United Capital Financial Advisers, LLC | 7,321 | $706.5K | 0.01% | −72−1.0% | Reduced |
| Farther Finance Advisors, LLC | 7,299 | $704.3K | 0.01% | −650−8.2% | Reduced |
| Aster Capital Management (DIFC) Ltd | 7,272 | $701.7K | 0.16% | −29,529−80.2% | Reduced |
| Atria Investments LLC | 7,269 | $701.5K | 0.01% | +207+2.9% | Added |
| M&G Plc | 7,197 | $698.1K | 0.00% | −3,538−33.0% | Reduced |
| Moller Financial Services | 7,205 | $695.3K | 0.15% | +5+0.1% | Added |
| Benin Management CORP | 7,169 | $691.8K | 0.18% | +150+2.1% | Added |
| Ashton Thomas Private Wealth, LLC | 7,112 | $686.3K | 0.02% | −203−2.8% | Reduced |
| Cushing Capital Partners, LLC | 7,107 | $685.9K | 0.58% | −1,151−13.9% | Reduced |
| Drucker Wealth 3.0, LLC | 6,737 | $683.5K | 0.13% | +6,737 | New |
| Private Advisor Group, LLC | 7,079 | $683.1K | 0.00% | −1,341−15.9% | Reduced |
| Hartline Investment Corp | 7,070 | $682.3K | 0.08% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 7,028 | $678.2K | 0.01% | −53−0.7% | Reduced |
| Global X Japan Co., Ltd. | 7,010 | $676.5K | 0.07% | +1,563+28.7% | Added |
| CFS Investment Advisory Services, LLC | 6,997 | $675.0K | 0.06% | −945−11.9% | Reduced |
| Siemens Fonds Invest GmbH | 6,867 | $662.7K | 0.04% | +500+7.9% | Added |
| Daymark Wealth Partners, LLC | 6,827 | $658.8K | 0.03% | +4+0.1% | Added |
| Summit Financial, LLC | 6,651 | $641.8K | 0.01% | −1,668−20.1% | Reduced |
| Gateway Investment Advisers LLC | 6,594 | $636.4K | 0.01% | −92−1.4% | Reduced |
| Farringdon Capital, Ltd. | 6,528 | $630.0K | 0.21% | +6,528 | New |
| Atria Wealth Solutions, Inc. | 6,493 | $628.7K | 0.01% | −3,427−34.5% | Reduced |
| Nautilus Advisors LLC | 6,455 | $622.9K | 0.46% | −155−2.3% | Reduced |
| Investors Research Corp | 6,392 | $616.8K | 0.12% | 00.0% | Unchanged |
| Roehl & Yi Investment Advisors, LLC | 6,343 | $612.1K | 0.31% | +35+0.6% | Added |
| HighPoint Advisor Group LLC | 6,293 | $607.3K | 0.03% | +24+0.4% | Added |
| Altus Wealth Group LLC | 6,228 | $601.0K | 0.27% | +217+3.6% | Added |
| Cove Private Wealth, LLC | 6,225 | $600.7K | 0.21% | +300+5.1% | Added |
| Davis Investment Partners, LLC | 6,079 | $599.8K | 0.21% | +208+3.5% | Added |
| Umb Bank N A | 6,182 | $596.6K | 0.01% | −973−13.6% | Reduced |
| Sequoia Financial Advisors, LLC | 6,140 | $592.5K | 0.00% | +409+7.1% | Added |
| Ironvine Capital Partners, LLC | 6,100 | $588.6K | 0.06% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 6,076 | $586.5K | 0.01% | −7,616−55.6% | Reduced |
| Neville Rodie & Shaw Inc | 6,075 | $586.0K | 0.04% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 6,044 | $583.2K | 0.00% | −2,919−32.6% | Reduced |
| Empirical Asset Management, LLC | 5,966 | $575.7K | 0.18% | +887+17.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 5,964 | $575.5K | 0.04% | −414−6.5% | Reduced |
| American National Bank | 5,872 | $566.6K | 0.06% | +1,811+44.6% | Added |
| Prudential PLC | 5,845 | $564.0K | 0.00% | +3,098+112.8% | Added |
| LifeWealth Investments, LLC | 5,835 | $563.1K | 0.10% | +5,835 | New |
| Tokio Marine Asset Management Co Ltd | 5,814 | $561.1K | 0.02% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 5,797 | $559.4K | 0.05% | −7,172−55.3% | Reduced |
| Tudor Financial Inc. | 5,779 | $557.7K | 0.32% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 5,768 | $556.6K | 0.25% | +710+14.0% | Added |
| DGS Capital Management, LLC | 5,763 | $556.1K | 0.11% | +1,196+26.2% | Added |
| West Oak Capital, LLC | 5,755 | $555.4K | 0.22% | −1,680−22.6% | Reduced |
| Apex Wealth Management, LLC | 5,732 | $553.1K | 0.44% | +140+2.5% | Added |
| Hardy Reed LLC | 5,711 | $551.1K | 0.04% | +3,015+111.8% | Added |