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.
| 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, Q3 2025
Shares, value and share of portfolio for each institution holding Price T Rowe Group Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Evergreen Capital Management LLC | 3,922 | $402.6K | 0.01% | −19−0.5% | Reduced |
| US Asset Management LLC | 3,948 | $405.2K | 0.33% | 00.0% | Unchanged |
| Truvestments Capital LLC | 3,987 | $409.2K | 0.07% | +3,987 | New |
| Concurrent Investment Advisors, LLC | 3,988 | $409.3K | 0.01% | −55−1.4% | Reduced |
| Bamco Inc | 4,000 | $410.6K | 0.00% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 4,000 | $410.6K | 0.02% | +4,000 | New |
| Apriem Advisors | 4,020 | $412.6K | 0.04% | −291−6.8% | Reduced |
| Abel Hall, LLC | 4,034 | $414.1K | 0.17% | +12+0.3% | Added |
| Northcape Wealth Management, LLC | 4,035 | $414.2K | 0.12% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 4,044 | $415.1K | 0.01% | +435+12.1% | Added |
| Storebrand Asset Management AS | 4,069 | $417.6K | 0.00% | +3,259+402.3% | Added |
| Ferguson Wellman Capital Management, Inc | 4,074 | $418.2K | 0.01% | +66+1.6% | Added |
| Sittner & Nelson, LLC | 4,079 | $418.7K | 0.15% | +501+14.0% | Added |
| Guinness Asset Management LTD | 4,082 | $422.6K | 0.01% | +458+12.6% | Added |
| Kingswood Wealth Advisors, LLC | 4,142 | $425.2K | 0.03% | +1,870+82.3% | Added |
| Foster & Motley Inc | 4,172 | $428.0K | 0.02% | +239+6.1% | Added |
| Trust Co of Toledo NA | 4,189 | $430.0K | 0.04% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 4,205 | $431.6K | 0.01% | +3,549+541.0% | Added |
| Farringdon Capital, Ltd. | 4,214 | $432.5K | 0.11% | −2,314−35.4% | Reduced |
| Impact Partnership Wealth, LLC | 4,257 | $437.0K | 0.06% | −494−10.4% | Reduced |
| Krane Funds Advisors LLC | 4,289 | $439.5K | 0.01% | −540−11.2% | Reduced |
| SRS Capital Advisors, Inc. | 4,304 | $441.8K | 0.01% | +3,153+273.9% | Added |
| Venture Visionary Partners LLC | 4,310 | $442.4K | 0.02% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 4,326 | $444.0K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,334 | $444.8K | 0.01% | −6,861−61.3% | Reduced |
| LVW Advisors, LLC | 4,341 | $445.6K | 0.05% | +509+13.3% | Added |
| Savant Capital, LLC | 4,351 | $446.5K | 0.00% | −235−5.1% | Reduced |
| Vestcor Inc | 4,353 | $447.0K | 0.01% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 4,376 | $449.2K | 0.01% | −3−0.1% | Reduced |
| Kestra Private Wealth Services, LLC | 4,382 | $449.8K | 0.01% | −449−9.3% | Reduced |
| GW Henssler & Associates Ltd | 4,390 | $450.6K | 0.02% | +1,952+80.1% | Added |
| Whittier Trust Co of Nevada Inc | 4,366 | $450.9K | 0.01% | −780−15.2% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 4,403 | $452.0K | 0.00% | −4−0.1% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 4,440 | $455.7K | 0.03% | −95−2.1% | Reduced |
| Curbstone Financial Management Corp | 4,450 | $456.7K | 0.09% | 00.0% | Unchanged |
| Applied Finance Capital Management, LLC | 4,451 | $456.9K | 0.03% | −1,251−21.9% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 4,489 | $460.8K | 0.04% | +4,489 | New |
| CWA Asset Management Group, LLC | 4,500 | $461.9K | 0.02% | −27,059−85.7% | Reduced |
| Gen-Wealth Partners Inc | 4,527 | $464.6K | 0.16% | −56−1.2% | Reduced |
| EntryPoint Capital, LLC | 4,532 | $465.2K | 0.18% | +4,532 | New |
| Aurora Investment Counsel | 4,557 | $467.7K | 0.24% | −28−0.6% | Reduced |
| Western Wealth Management, LLC | 4,600 | $472.1K | 0.02% | +199+4.5% | Added |
| Capital Management Associates, Inc | 4,607 | $472.9K | 0.13% | +3+0.1% | Added |
| Lazard Asset Management LLC | 4,670 | $479.3K | 0.00% | +4,670 | New |
| Center For Asset Management LLC | 4,681 | $480.5K | 0.26% | 00.0% | Unchanged |
| Westerkirk Capital Inc. | 4,700 | $482.4K | 0.06% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 4,718 | $484.3K | 0.01% | −26−0.5% | Reduced |
| International Private Wealth Advisors LLC | 4,752 | $487.8K | 0.31% | −583−10.9% | Reduced |
| Integrated Advisors Network LLC | 4,772 | $489.8K | 0.02% | +1,038+27.8% | Added |
| Great Valley Advisor Group, Inc. | 4,801 | $493.1K | 0.01% | −425−8.1% | Reduced |
| Canada Post Corp Registered Pension Plan | 4,766 | $493.4K | 0.02% | +780+19.6% | Added |
| Everence Capital Management Inc | 4,850 | $498.0K | 0.03% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 4,889 | $501.8K | 0.02% | +2,595+113.1% | Added |
| BHK Investment Advisors, LLC | 4,919 | $504.9K | 0.19% | −49−1.0% | Reduced |
| Resources Investment Advisors, LLC. | 4,935 | $506.6K | 0.01% | +35+0.7% | Added |
| MCF Advisors LLC | 4,959 | $509.0K | 0.03% | +3,243+189.0% | Added |
| Bessemer Group Inc | 5,048 | $519.0K | 0.00% | −18,074−78.2% | Reduced |
| Bourne Lent Asset Management Inc | 5,067 | $520.1K | 0.18% | 00.0% | Unchanged |
| Regions Financial Corp | 5,079 | $521.3K | 0.00% | +197+4.0% | Added |
| Parallel Advisors, LLC | 5,156 | $529.3K | 0.01% | +14+0.3% | Added |
| Lynx Investment Advisory | 5,179 | $531.6K | 0.32% | −213−4.0% | Reduced |
| TownSquare Capital, LLC | 5,195 | $533.2K | 0.08% | −602−10.4% | Reduced |
| Exchange Traded Concepts, LLC | 5,216 | $535.4K | 0.01% | +4,266+449.1% | Added |
| STRS Ohio | 5,231 | $536.9K | 0.00% | −18,588−78.0% | Reduced |
| Wynn Capital, LLC | 5,241 | $537.9K | 0.26% | +136+2.7% | Added |
| Fidelis Capital Partners, LLC | 5,258 | $539.7K | 0.04% | +5,258 | New |
| Jacobi Capital Management LLC | 5,268 | $540.7K | 0.03% | +80+1.5% | Added |
| Camden Capital, LLC | 5,278 | $541.8K | 0.04% | +909+20.8% | Added |
| BCJ Capital Management, LLC | 5,310 | $545.0K | 0.03% | +21+0.4% | Added |
| City Center Advisors, LLC | 5,338 | $547.9K | 0.53% | +2,118+65.8% | Added |
| J.W. Cole Advisors, Inc. | 5,346 | $548.7K | 0.01% | −232−4.2% | Reduced |
| Howard Capital Management Inc. | 5,382 | $552.4K | 0.01% | +366+7.3% | Added |
| Callan Family Office, LLC | 5,407 | $555.0K | 0.02% | +331+6.5% | Added |
| Davis Investment Partners, LLC | 5,494 | $555.3K | 0.19% | −585−9.6% | Reduced |
| Allworth Financial LP | 5,426 | $556.9K | 0.00% | +90+1.7% | Added |
| West Oak Capital, LLC | 5,450 | $559.4K | 0.22% | −305−5.3% | Reduced |
| Forum Financial Management, LP | 5,488 | $563.3K | 0.01% | +58+1.1% | Added |
| Altus Wealth Group LLC | 5,516 | $566.2K | 0.23% | −712−11.4% | Reduced |
| Nilsine Partners, LLC | 5,519 | $566.5K | 0.05% | +54+1.0% | Added |
| Umb Bank N A | 5,571 | $571.8K | 0.01% | −611−9.9% | Reduced |
| Daymark Wealth Partners, LLC | 5,665 | $581.5K | 0.02% | −1,162−17.0% | Reduced |
| Hardy Reed LLC | 5,711 | $586.2K | 0.04% | 00.0% | Unchanged |
| Lido Advisors, LLC | 5,732 | $588.5K | 0.00% | +513+9.8% | Added |
| OmniStar Financial Group, Inc. | 5,733 | $588.5K | 0.36% | +2,895+102.0% | Added |
| DGS Capital Management, LLC | 5,752 | $590.4K | 0.11% | −11−0.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 5,757 | $590.9K | 0.04% | −207−3.5% | Reduced |
| Sequoia Financial Advisors, LLC | 5,775 | $592.8K | 0.00% | −365−5.9% | Reduced |
| Tudor Financial Inc. | 5,780 | $593.3K | 0.32% | +10.0% | Added |
| HighPoint Advisor Group LLC | 5,796 | $594.9K | 0.03% | −497−7.9% | Reduced |
| Apex Wealth Management, LLC | 5,801 | $595.5K | 0.43% | +69+1.2% | Added |
| Prudential PLC | 5,845 | $599.9K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 5,850 | $600.4K | 0.05% | −1,160−16.5% | Reduced |
| LifeWealth Investments, LLC | 5,870 | $602.5K | 0.09% | +35+0.6% | Added |
| AlphaStar Capital Management, LLC | 5,885 | $604.1K | 0.05% | +204+3.6% | Added |
| MUFG Securities Americas Inc. | 5,925 | $608.1K | 0.04% | +1,042+21.3% | Added |
| Norden Group LLC | 5,949 | $610.5K | 0.06% | +695+13.2% | Added |
| Transcend Wealth Collective, LLC | 5,961 | $611.8K | 0.04% | +5,961 | New |
| Park Avenue Securities LLC | 5,981 | $614.0K | 0.00% | +773+14.8% | Added |
| GAMMA Investing LLC | 6,000 | $615.8K | 0.03% | +810+15.6% | Added |
| Roehl & Yi Investment Advisors, LLC | 6,006 | $616.5K | 0.27% | −337−5.3% | Reduced |