Skip to main content

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, Q3 2025

Institutional positions in Price T Rowe Group Inc as of Sep 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
1,081
+21 vs. Q2 2025
Shares held
172.8M
−2.08M (−1.2%) vs. Q2 2025
Total value
$17.7B
+$863.0M (+5.1%) vs. Q2 2025
New holders
106
381 more added
Sold out
85
397 more reduced

17 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2025: 1,081 institutions
Q1 2021: 1,039 institutionsQ2 2021: 1,079 institutionsQ3 2021: 1,121 institutionsQ4 2021: 1,150 institutionsQ1 2022: 1,104 institutionsQ2 2022: 1,046 institutionsQ3 2022: 1,004 institutionsQ4 2022: 1,024 institutionsQ1 2023: 1,013 institutionsQ2 2023: 1,019 institutionsQ3 2023: 1,017 institutionsQ4 2023: 1,058 institutionsQ1 2024: 1,055 institutionsQ2 2024: 1,070 institutionsQ3 2024: 1,055 institutionsQ4 2024: 1,128 institutionsQ1 2025: 1,087 institutionsQ2 2025: 1,077 institutionsQ3 2025: 1,081 institutionsQ4 2025: 1,128 institutionsQ1 2026: 1,094 institutionsQ2 2026: 1,171 institutions
Value heldQ3 2025: $17.7B
Q1 2021: $27.5BQ2 2021: $32.5BQ3 2021: $32.2BQ4 2021: $32.0BQ1 2022: $24.7BQ2 2022: $19.2BQ3 2022: $18.1BQ4 2022: $19.1BQ1 2023: $19.8BQ2 2023: $19.3BQ3 2023: $17.7BQ4 2023: $17.7BQ1 2024: $20.0BQ2 2024: $18.8BQ3 2024: $18.0BQ4 2024: $19.4BQ1 2025: $15.8BQ2 2025: $17.0BQ3 2025: $17.7BQ4 2025: $18.8BQ1 2026: $16.8BQ2 2026: $21.6B
Institutions holding TROW and their total value by quarter
QuarterHoldersValue
Q2 20261,171$21.6B
Q1 20261,094$16.8B
Q4 20251,128$18.8B
Q3 20251,081$17.7B
Q2 20251,077$17.0B
Q1 20251,087$15.8B
Q4 20241,128$19.4B
Q3 20241,055$18.0B
Q2 20241,070$18.8B
Q1 20241,055$20.0B
Q4 20231,058$17.7B
Q3 20231,017$17.7B
Q2 20231,019$19.3B
Q1 20231,013$19.8B
Q4 20221,024$19.1B
Q3 20221,004$18.1B
Q2 20221,046$19.2B
Q1 20221,104$24.7B
Q4 20211,150$32.0B
Q3 20211,121$32.2B
Q2 20211,079$32.5B
Q1 20211,039$27.5B

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding Price T Rowe Group Inc; share changes are against Q2 2025.

Institutions holding TROW in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Coston, McIsaac & Partners9$00.00%+9New
TFC Financial Management1$1030.00%00.0%Unchanged
Concord Wealth Partners2$2050.00%00.0%Unchanged
Private Wealth Asset Management, LLC2$2050.00%00.0%Unchanged
American Capital Advisory, LLC3$3080.00%00.0%Unchanged
Seneschal Advisors, LLC3$3080.00%+3New
Trust Co4$4110.00%00.0%Unchanged
Y.D. More Investments Ltd1,615$5010.00%+72+4.7%Added
WestEnd Advisors, LLC5$5130.00%00.0%Unchanged
Oakworth Capital, Inc.5$5130.00%00.0%Unchanged
Quaker Wealth Management, LLC5$5140.00%00.0%Unchanged
ZRC Wealth Management, LLC5$5140.00%+5New
Guerra Advisors Inc5$5190.00%+5New
NVWM, LLC6$6160.00%00.0%Unchanged
HFM Investment Advisors, LLC6$6160.00%00.0%Unchanged
Retirement Wealth Solutions LLC6$6160.00%+6New
Dunhill Financial, LLC6$6480.00%−1−14.3%Reduced
Stone House Investment Management, LLC7$6670.00%+7New
Activest Wealth Management7$7180.00%+3+75.0%Added
Halbert Hargrove Global Advisors, LLC7$7190.00%+7New
Battery Global Advisors, LLC8$8570.00%+8New
Rakuten Securities, Inc.9$9240.00%+6+200.0%Added
Penserra Capital Management LLC18$1.00K0.00%00.0%Unchanged
DecisionPoint Financial, LLC10$1.01K0.00%00.0%Unchanged
City State Bank10$1.03K0.00%00.0%Unchanged
Clark Wealth Partners11$1.13K0.00%00.0%Unchanged
Bare Financial Services, Inc11$1.13K0.00%00.0%Unchanged
Wealth Watch Advisors, INC11$1.13K0.00%+11New
Dogwood Wealth Management LLC11$1.13K0.00%+11New
Bay Harbor Wealth Management, LLC13$1.33K0.00%+5+62.5%Added
DHJJ Financial Advisors, Ltd.13$1.33K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC14$1.44K0.00%+2+16.7%Added
Financial Network Wealth Advisors LLC15$1.54K0.00%00.0%Unchanged
S&T Bank15$1.54K0.00%+2+15.4%Added
Park Place Capital Corp16$1.64K0.00%00.0%Unchanged
Raffa Wealth Management, LLC16$1.64K0.00%00.0%Unchanged
Indiana Trust & Investment Management CO17$1.75K0.00%00.0%Unchanged
Acima Private Wealth, LLC17$1.75K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.18$1.85K0.00%00.0%Unchanged
Hughes Financial Services, LLC18$1.85K0.00%00.0%Unchanged
Aspect Partners, LLC19$1.95K0.00%+6+46.2%Added
SJS Investment Consulting Inc.19$1.98K0.00%00.0%Unchanged
Quest 10 Wealth Builders, Inc.20$2.05K0.00%−2−9.1%Reduced
Red Tortoise LLC20$2.05K0.00%00.0%Unchanged
AdvisorNet Financial, Inc21$2.15K0.00%00.0%Unchanged
Core Alternative Capital21$2.15K0.00%00.0%Unchanged
Kilter Group LLC21$2.16K0.00%00.0%Unchanged
Caitlin John, LLC22$2.29K0.00%+22New
Winch Advisory Services, LLC23$2.40K0.00%00.0%Unchanged
Marquette Asset Management, LLC24$2.46K0.00%+24New
DiNuzzo Private Wealth, Inc.27$2.91K0.00%+2+8.0%Added
Cloud Capital Management, LLC31$3.00K0.00%+31New
Abound Wealth Management30$3.12K0.00%00.0%Unchanged
Scarborough Advisors, LLC31$3.18K0.00%00.0%Unchanged
Riverview Trust Co36$3.69K0.00%00.0%Unchanged
Rialto Wealth Management, LLC38$3.90K0.00%+2+5.6%Added
Tobam36$4.00K0.00%00.0%Unchanged
Avion Wealth40$4.00K0.00%00.0%Unchanged
Ancora Advisors, LLC39$4.00K0.00%00.0%Unchanged
Motco40$4.11K0.00%00.0%Unchanged
Altshuler Shaham Ltd40$4.11K0.00%+40New
United Community Bank42$4.31K0.00%+42New
JPL Wealth Management, LLC43$4.41K0.00%+43New
Thurston, Springer, Miller, Herd & Titak, Inc.44$4.51K0.01%−16,459−99.7%Reduced
IMG Wealth Management, Inc.45$4.62K0.00%+23+104.5%Added
Howard Hughes Medical Institute48$4.93K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC48$4.93K0.00%00.0%Unchanged
TD Capital Management LLC49$5.03K0.00%00.0%Unchanged
VSM Wealth Advisory, LLC51$5.20K0.00%+1+2.0%Added
Clayton Financial Group LLC51$5.20K0.00%+51New
Measured Wealth Private Client Group, LLC52$5.34K0.00%+52New
JNBA Financial Advisors52$5.34K0.00%00.0%Unchanged
Legacy Wealth Managment, LLC55$5.65K0.00%00.0%Unchanged
Fortitude Family Office, LLC58$5.95K0.00%00.0%Unchanged
Grove Bank & Trust60$6.16K0.00%00.0%Unchanged
Bell Investment Advisors, Inc62$6.36K0.00%−69−52.7%Reduced
Binnacle Investments Inc65$6.67K0.00%+49+306.3%Added
Medallion Wealth Advisors, LLC67$6.88K0.00%−13−16.3%Reduced
Independence Bank of Kentucky75$7.70K0.00%−350−82.4%Reduced
First Pacific Financial76$7.79K0.00%+1+1.3%Added
Marshall & Sterling Wealth Advisors Inc.77$7.90K0.01%00.0%Unchanged
Transce3nd, LLC72$8.01K0.07%−5,271−98.7%Reduced
Highline Wealth Partners LLC79$8.11K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.80$8.21K0.00%−25−23.8%Reduced
UMA Financial Services, Inc.80$8.21K0.00%+80New
Meeder Asset Management Inc81$8.31K0.00%−197−70.9%Reduced
Millstone Evans Group, LLC83$8.52K0.01%00.0%Unchanged
Darwin Advisors, LLC87$8.97K0.00%+26+42.6%Added
True Wealth Design, LLC91$9.31K0.00%+29+46.8%Added
Essential Partners LLC92$9.44K0.00%+21+29.6%Added
Farmers & Merchants Trust Co of Chambersburg PA100$10.0K0.00%00.0%Unchanged
Pineridge Advisors LLC100$10.3K0.00%−55−35.5%Reduced
Alerus Financial NA100$10.3K0.00%00.0%Unchanged
Eukles Asset Management100$10.3K0.00%00.0%Unchanged
Mascoma Wealth Management LLC100$10.3K0.00%00.0%Unchanged
N.E.W. Advisory Services LLC100$10.3K0.00%00.0%Unchanged
Pathway Financial Advisers, LLC105$10.8K0.00%+105New
CBIZ Investment Advisory Services, LLC106$10.9K0.00%+19+21.8%Added
Crewe Advisors LLC106$10.9K0.00%+83+360.9%Added
Rise Advisors, LLC110$11.3K0.00%−76−40.9%Reduced