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 |
|---|---|---|---|---|---|
| Western Pacific Wealth Management, LP | 635 | $65.2K | 0.06% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 630 | $64.7K | 0.01% | +630 | New |
| Cromwell Holdings LLC | 621 | $63.7K | 0.03% | +191+44.4% | Added |
| Security National Bank | 600 | $61.6K | 0.01% | 00.0% | Unchanged |
| First Horizon Corp | 600 | $61.6K | 0.00% | +600 | New |
| Quarry LP | 598 | $61.4K | 0.01% | +598 | New |
| Onefund, LLC | 595 | $61.1K | 0.04% | +19+3.3% | Added |
| Keener Financial Planning LLC | 600 | $61.0K | 0.03% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 547 | $56.1K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 530 | $54.4K | 0.02% | +530 | New |
| Heartwood Wealth Advisors LLC | 500 | $51.3K | 0.00% | +500 | New |
| Sentry Investment Management LLC | 481 | $51.0K | 0.03% | −156−24.5% | Reduced |
| Sawyer & Company, Inc | 500 | $48.0K | 0.02% | +400+400.0% | Added |
| Bogart Wealth, LLC | 459 | $47.1K | 0.00% | +6+1.3% | Added |
| Addison Advisors LLC | 444 | $45.6K | 0.01% | +92+26.1% | Added |
| ORG Partners LLC | 435 | $44.6K | 0.01% | +12+2.8% | Added |
| Plante Moran Financial Advisors, LLC | 426 | $43.7K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 426 | $43.7K | 0.02% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 427 | $43.1K | 0.02% | +4+0.9% | Added |
| Evermay Wealth Management LLC | 415 | $42.6K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 383 | $39.3K | 0.00% | −303−44.2% | Reduced |
| Silvant Capital Management LLC | 381 | $39.1K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 378 | $39.0K | 0.00% | +7+1.9% | Added |
| Quent Capital, LLC | 376 | $38.6K | 0.00% | +376 | New |
| Signature Resources Capital Management, LLC | 366 | $37.6K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 351 | $36.0K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 350 | $35.9K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 345 | $35.4K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 317 | $32.7K | 0.00% | +145+84.3% | Added |
| Cary Street Partner Investment Advisory LLC | 317 | $32.5K | 0.01% | +73+29.9% | Added |
| City Holding Co | 312 | $32.0K | 0.00% | −202−39.3% | Reduced |
| Leonteq Securities AG | 306 | $31.4K | 0.00% | +188+159.3% | Added |
| Advantage Trust Co | 305 | $31.3K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 295 | $30.3K | 0.00% | +295 | New |
| Walleye Capital LLC | 292 | $30.0K | 0.00% | −62−17.5% | Reduced |
| Ogorek Anthony Joseph | 279 | $28.0K | 0.01% | +3+1.1% | Added |
| Capital Advisors, Ltd. LLC | 253 | $26.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 253 | $26.0K | 0.00% | −316−55.5% | Reduced |
| First Financial Corp | 250 | $25.7K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 250 | $25.7K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 249 | $25.6K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 250 | $25.0K | 0.00% | +26+11.6% | Added |
| Rosenberg Matthew Hamilton | 242 | $24.8K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 241 | $24.7K | 0.02% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 198 | $24.3K | 0.00% | +168+560.0% | Added |
| Curio Wealth, LLC | 235 | $24.1K | 0.01% | −181−43.5% | Reduced |
| NBC Securities, Inc. | 234 | $24.0K | 0.00% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 227 | $23.0K | 0.00% | −1,203−84.1% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 224 | $23.0K | 0.00% | +224 | New |
| Bank of New Hampshire | 220 | $22.6K | 0.01% | −485−68.8% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 212 | $21.8K | 0.01% | −107−33.5% | Reduced |
| Bank & Trust Co | 206 | $21.1K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 203 | $20.8K | 0.00% | +1+0.5% | Added |
| Eastern Bank | 200 | $20.5K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 200 | $20.5K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 200 | $20.5K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 201 | $20.3K | 0.00% | −49−19.6% | Reduced |
| Pacifica Partners Inc. | 200 | $20.2K | 0.01% | −20−9.1% | Reduced |
| Raleigh Capital Management Inc. | 190 | $19.5K | 0.01% | +2+1.1% | Added |
| Private Wealth Management Group, LLC | 190 | $19.5K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 186 | $19.1K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 185 | $19.0K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 180 | $18.5K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 178 | $18.3K | 0.00% | +72+67.9% | Added |
| First United Bank Trust | 175 | $18.0K | 0.01% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 160 | $16.4K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 155 | $15.9K | 0.00% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 150 | $15.5K | 0.00% | +150 | New |
| Atlantic Private Wealth, LLC | 150 | $15.4K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 150 | $15.4K | 0.01% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 150 | $15.4K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 150 | $15.4K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 140 | $14.4K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 140 | $14.4K | 0.01% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 138 | $14.2K | 0.01% | +1+0.7% | Added |
| MV Capital Management, Inc. | 135 | $13.9K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 134 | $13.8K | 0.00% | +13+10.7% | Added |
| Ritter Daniher Financial Advisory LLC | 125 | $12.8K | 0.00% | 00.0% | Unchanged |
| Avanza Fonder AB | 116 | $11.9K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 111 | $11.8K | 0.00% | +67+152.3% | Added |
| North Capital, Inc. | 111 | $11.4K | 0.01% | −3−2.6% | Reduced |
| Rise Advisors, LLC | 110 | $11.3K | 0.00% | −76−40.9% | Reduced |
| CBIZ Investment Advisory Services, LLC | 106 | $10.9K | 0.00% | +19+21.8% | Added |
| Crewe Advisors LLC | 106 | $10.9K | 0.00% | +83+360.9% | Added |
| Pathway Financial Advisers, LLC | 105 | $10.8K | 0.00% | +105 | New |
| Pineridge Advisors LLC | 100 | $10.3K | 0.00% | −55−35.5% | Reduced |
| Alerus Financial NA | 100 | $10.3K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 100 | $10.3K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 100 | $10.3K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 100 | $10.3K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 92 | $9.44K | 0.00% | +21+29.6% | Added |
| True Wealth Design, LLC | 91 | $9.31K | 0.00% | +29+46.8% | Added |
| Darwin Advisors, LLC | 87 | $8.97K | 0.00% | +26+42.6% | Added |
| Millstone Evans Group, LLC | 83 | $8.52K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 81 | $8.31K | 0.00% | −197−70.9% | Reduced |
| UMA Financial Services, Inc. | 80 | $8.21K | 0.00% | +80 | New |
| Caldwell Sutter Capital, Inc. | 80 | $8.21K | 0.00% | −25−23.8% | Reduced |
| Highline Wealth Partners LLC | 79 | $8.11K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 72 | $8.01K | 0.07% | −5,271−98.7% | Reduced |