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 |
|---|---|---|---|---|---|
| River Wealth Advisors LLC | 3,661 | $353.3K | 0.04% | −185−4.8% | Reduced |
| Pictet & Cie (Europe) SA | 3,653 | $352.5K | 0.01% | +1,192+48.4% | Added |
| Keystone Financial Group | 3,625 | $349.8K | 0.03% | +3,625 | New |
| Guinness Asset Management LTD | 3,624 | $349.7K | 0.01% | +84+2.4% | Added |
| Wealth Group, Ltd. | 3,622 | $349.0K | 0.35% | −221−5.8% | Reduced |
| Valeo Financial Advisors, LLC | 3,609 | $348.2K | 0.01% | +878+32.1% | Added |
| Sittner & Nelson, LLC | 3,578 | $345.3K | 0.14% | +10.0% | Added |
| Vaughan David Investments LLC | 3,538 | $341.0K | 0.01% | −108−3.0% | Reduced |
| Quest Partners LLC | 3,480 | $335.8K | 0.03% | −1,100−24.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,476 | $335.4K | 0.00% | 00.0% | Unchanged |
| Bennett Associates Wealth Management | 3,454 | $333.3K | 0.26% | +3,454 | New |
| Prairie Sky Financial Group LLC | 3,450 | $332.9K | 0.18% | 00.0% | Unchanged |
| S-Bank Fund Management Ltd | 3,431 | $331.1K | 0.05% | +448+15.0% | Added |
| West Financial Advisors, LLC | 3,385 | $326.7K | 0.06% | 00.0% | Unchanged |
| Signal Advisors Wealth, LLC | 3,369 | $325.1K | 0.03% | +3,369 | New |
| Pallas Capital Advisors LLC | 3,349 | $323.2K | 0.01% | +3,349 | New |
| Whitener Capital Management, Inc. | 3,345 | $322.8K | 0.09% | +927+38.3% | Added |
| Talon Private Wealth, LLC | 3,322 | $320.6K | 0.04% | +769+30.1% | Added |
| Midwest Financial Group LLC | 3,315 | $319.9K | 0.17% | −200−5.7% | Reduced |
| Independent Financial Group, LLC | 3,310 | $319.4K | 0.01% | +3,310 | New |
| MTM Investment Management, LLC | 3,294 | $317.9K | 0.11% | +584+21.5% | Added |
| Wesbanco Bank Inc | 3,276 | $316.1K | 0.01% | +3,276 | New |
| Excalibur Management Corp | 3,263 | $314.8K | 0.12% | −275−7.8% | Reduced |
| Hopwood Financial Services, Inc. | 3,259 | $314.5K | 0.25% | −320−8.9% | Reduced |
| Clear Harbor Asset Management, LLC | 3,245 | $313.2K | 0.02% | +2+0.1% | Added |
| Ieq Capital, LLC | 3,242 | $312.9K | 0.00% | +3,242 | New |
| Modern Wealth Management, LLC | 3,237 | $312.5K | 0.01% | +628+24.1% | Added |
| Heritage Trust Co | 3,235 | $312.2K | 0.04% | 00.0% | Unchanged |
| City Center Advisors, LLC | 3,220 | $310.7K | 0.33% | +3,220 | New |
| Groupama Asset Managment | 3,224 | $309.8K | 0.01% | −5,456−62.9% | Reduced |
| Paradigm Capital Management, LLC | 3,199 | $309.0K | 0.31% | +959+42.8% | Added |
| Kingsview Wealth Management, LLC | 3,199 | $308.7K | 0.01% | −37−1.1% | Reduced |
| Brown Miller Wealth Management, LLC | 3,141 | $303.1K | 0.09% | 00.0% | Unchanged |
| Central Trust Co | 3,135 | $302.5K | 0.01% | +57+1.9% | Added |
| Mizuho Markets Americas LLC | 3,103 | $299.4K | 0.01% | −7,832−71.6% | Reduced |
| Private Wealth Partners, LLC | 3,100 | $299.1K | 0.02% | −200−6.1% | Reduced |
| RMB Capital Management, LLC | 3,092 | $298.3K | 0.01% | −10.0% | Reduced |
| Valley National Advisers Inc | 3,062 | $294.0K | 0.05% | −3,087−50.2% | Reduced |
| Chicago Partners Investment Group LLC | 2,737 | $293.8K | 0.01% | +427+18.5% | Added |
| Axq Capital, LP | 3,010 | $290.5K | 0.09% | +3,010 | New |
| Martel Wealth Advisors Inc | 3,000 | $289.5K | 0.05% | 00.0% | Unchanged |
| Summit Investment Advisors, Inc. | 2,800 | $288.6K | 0.24% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 2,989 | $288.4K | 0.05% | +196+7.0% | Added |
| Saratoga Research & Investment Management | 2,986 | $288.1K | 0.02% | +398+15.4% | Added |
| Clifford Swan Investment Counsel LLC | 2,975 | $287.1K | 0.01% | +2+0.1% | Added |
| Zacks Investment Management | 2,973 | $286.9K | 0.00% | −64,245−95.6% | Reduced |
| Evoke Wealth, LLC | 2,970 | $286.6K | 0.01% | −60−2.0% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 2,967 | $286.3K | 0.03% | 00.0% | Unchanged |
| Caldwell Trust Co | 2,954 | $285.1K | 0.03% | −1,200−28.9% | Reduced |
| Joule Financial, LLC | 2,924 | $282.1K | 0.09% | −20−0.7% | Reduced |
| HBK Sorce Advisory LLC | 2,904 | $280.2K | 0.01% | +176+6.5% | Added |
| LCNB Corp | 2,898 | $279.7K | 0.10% | +83+2.9% | Added |
| Triumph Capital Management | 2,882 | $278.1K | 0.08% | −699−19.5% | Reduced |
| Horizon Advisory Services, Inc. | 2,866 | $276.6K | 0.15% | +37+1.3% | Added |
| OmniStar Financial Group, Inc. | 2,838 | $273.9K | 0.20% | −514−15.3% | Reduced |
| Tortoise Investment Management, LLC | 2,830 | $273.1K | 0.03% | +11+0.4% | Added |
| Deseret Mutual Benefit Administrators | 2,828 | $272.9K | 0.13% | 00.0% | Unchanged |
| Essex Savings Bank | 2,814 | $271.5K | 0.06% | −182−6.1% | Reduced |
| Boothbay Fund Management, LLC | 2,800 | $270.2K | 0.01% | +2,800 | New |
| Dorsey & Whitney Trust CO LLC | 2,782 | $268.5K | 0.01% | −180−6.1% | Reduced |
| TFG Advisers LLC | 2,779 | $268.1K | 0.09% | +97+3.6% | Added |
| Steel Peak Wealth Management LLC | 2,753 | $265.7K | 0.01% | +552+25.1% | Added |
| Aft, Forsyth & Company, Inc. | 3,400 | $265.4K | 0.14% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 2,749 | $265.3K | 0.03% | −628−18.6% | Reduced |
| Wetherby Asset Management Inc | 2,745 | $264.9K | 0.01% | +2,745 | New |
| Cidel Asset Management Inc | 2,728 | $263.3K | 0.02% | +226+9.0% | Added |
| Coastline Trust Co | 2,720 | $262.5K | 0.03% | 00.0% | Unchanged |
| Syon Capital LLC | 2,717 | $262.2K | 0.02% | −1,549−36.3% | Reduced |
| Sagespring Wealth Partners, LLC | 2,714 | $261.9K | 0.01% | −65−2.3% | Reduced |
| Hollencrest Capital Management | 2,698 | $260.4K | 0.01% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 2,693 | $259.9K | 0.01% | −259−8.8% | Reduced |
| Traub Capital Management LLC | 2,690 | $259.6K | 0.24% | +2,690 | New |
| MQS Management LLC | 2,688 | $259.4K | 0.14% | −2,749−50.6% | Reduced |
| Legacy Financial Strategies, LLC | 2,687 | $259.3K | 0.05% | −19,317−87.8% | Reduced |
| Modera Wealth Management, LLC | 2,673 | $257.9K | 0.00% | −502−15.8% | Reduced |
| iA Global Asset Management Inc. | 2,660 | $257.0K | 0.00% | −8,731−76.6% | Reduced |
| Court Place Advisors, LLC | 2,661 | $256.8K | 0.08% | −232−8.0% | Reduced |
| Private Trust Co NA | 2,644 | $255.1K | 0.02% | −259−8.9% | Reduced |
| Campbell & CO Investment Adviser LLC | 2,635 | $254.3K | 0.02% | −43,888−94.3% | Reduced |
| Hoxton Planning & Management, LLC | 2,624 | $253.2K | 0.09% | +2,624 | New |
| Financial Advisors Network, Inc. | 2,621 | $253.0K | 0.04% | +170+6.9% | Added |
| Cullinan Associates Inc | 2,600 | $250.9K | 0.02% | 00.0% | Unchanged |
| LaFleur & Godfrey LLC | 2,580 | $249.0K | 0.03% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 2,577 | $248.7K | 0.07% | +107+4.3% | Added |
| Trust Asset Management LLC | 2,568 | $247.8K | 0.02% | 00.0% | Unchanged |
| TL Private Wealth | 2,500 | $247.3K | 0.10% | 00.0% | Unchanged |
| Dakota Wealth Management | 2,537 | $244.8K | 0.01% | +114+4.7% | Added |
| First Affirmative Financial Network | 2,507 | $241.9K | 0.12% | +315+14.4% | Added |
| Hazlett, Burt & Watson, Inc. | 2,500 | $241.0K | 0.10% | −253−9.2% | Reduced |
| Patton Fund Management, Inc. | 2,490 | $240.3K | 0.05% | +2,490 | New |
| Allen Wealth Management, LLC | 2,477 | $239.0K | 0.17% | +50+2.1% | Added |
| Penobscot Investment Management Company, Inc. | 2,476 | $238.9K | 0.02% | −60−2.4% | Reduced |
| Cornerstone Wealth Management, LLC | 2,471 | $238.5K | 0.01% | +86+3.6% | Added |
| Fiduciary Trust Co | 2,468 | $238.2K | 0.00% | −403−14.0% | Reduced |
| Profund Advisors LLC | 2,464 | $237.8K | 0.01% | −575−18.9% | Reduced |
| Strategic Advisors LLC | 2,450 | $236.4K | 0.05% | −1,350−35.5% | Reduced |
| Sawgrass Asset Management LLC | 2,449 | $236.3K | 0.03% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 2,438 | $235.3K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 2,420 | $233.5K | 0.02% | −9−0.4% | Reduced |
| Mountain Pacific Investment Advisers Inc | 2,415 | $233.0K | 0.02% | 00.0% | Unchanged |