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 |
|---|---|---|---|---|---|
| Prospera Financial Services Inc | 3,645 | $374.3K | 0.01% | −2,431−40.0% | Reduced |
| Summit Wealth Group LLC | 8,496 | $373.9K | 0.05% | +8,496 | New |
| RMB Capital Management, LLC | 3,572 | $366.6K | 0.01% | +480+15.5% | Added |
| CAPROCK Group, Inc. | 3,364 | $362.1K | 0.01% | +3,364 | New |
| Midwest Financial Group LLC | 3,490 | $358.2K | 0.17% | +175+5.3% | Added |
| Founders Financial Securities LLC | 3,452 | $354.3K | 0.02% | −217−5.9% | Reduced |
| Pallas Capital Advisors LLC | 3,430 | $352.1K | 0.01% | +81+2.4% | Added |
| Visionary Horizons, LLC | 3,410 | $350.0K | 0.20% | −255−7.0% | Reduced |
| Berman McAleer LLC | 3,405 | $349.5K | 0.05% | +3,405 | New |
| Versor Investments LP | 3,403 | $349.3K | 0.06% | +3,403 | New |
| S-Bank Fund Management Ltd | 3,387 | $347.6K | 0.05% | −44−1.3% | Reduced |
| West Financial Advisors, LLC | 3,385 | $347.4K | 0.06% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 3,323 | $341.0K | 0.01% | +124+3.9% | Added |
| Accel Wealth Management | 3,312 | $340.0K | 0.10% | −519−13.5% | Reduced |
| We Are One Seven, LLC | 3,298 | $338.5K | 0.01% | +3,298 | New |
| Davis Capital Management | 3,281 | $336.8K | 0.23% | +3,281 | New |
| Moody National Bank Trust Division | 3,254 | $334.0K | 0.03% | +948+41.1% | Added |
| Chicago Partners Investment Group LLC | 3,181 | $333.9K | 0.01% | +444+16.2% | Added |
| Clear Harbor Asset Management, LLC | 3,247 | $333.4K | 0.02% | +2+0.1% | Added |
| Heritage Trust Co | 3,235 | $332.0K | 0.04% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 3,235 | $332.0K | 0.00% | +965+42.5% | Added |
| Excalibur Management Corp | 3,226 | $331.1K | 0.12% | −37−1.1% | Reduced |
| Gsa Capital Partners LLP | 3,220 | $331.0K | 0.03% | −1,114−25.7% | Reduced |
| Personal Cfo Solutions, LLC | 3,214 | $329.9K | 0.06% | +225+7.5% | Added |
| Strategic Advisors LLC | 3,200 | $328.4K | 0.05% | +750+30.6% | Added |
| Bellecapital International Ltd. | 3,177 | $326.1K | 0.05% | −14,035−81.5% | Reduced |
| Wesbanco Bank Inc | 3,163 | $324.7K | 0.01% | −113−3.4% | Reduced |
| Hopwood Financial Services, Inc. | 3,159 | $324.2K | 0.22% | −100−3.1% | Reduced |
| Plimoth Trust Co LLC | 3,146 | $322.9K | 0.07% | −575−15.5% | Reduced |
| Brown Miller Wealth Management, LLC | 3,141 | $322.4K | 0.09% | 00.0% | Unchanged |
| Central Trust Co | 3,139 | $322.2K | 0.01% | +4+0.1% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 3,103 | $318.5K | 0.07% | +2,083+204.2% | Added |
| Private Wealth Partners, LLC | 3,100 | $318.2K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,093 | $317.5K | 0.01% | −2,009−39.4% | Reduced |
| MTM Investment Management, LLC | 3,060 | $314.1K | 0.10% | −234−7.1% | Reduced |
| Vaughan David Investments LLC | 3,050 | $313.0K | 0.01% | −488−13.8% | Reduced |
| Evoke Wealth, LLC | 3,037 | $311.7K | 0.01% | +67+2.3% | Added |
| Abich Financial Wealth Management LLC | 3,031 | $311.1K | 0.11% | +3,031 | New |
| Deseret Mutual Benefit Administrators | 3,027 | $310.7K | 0.13% | +199+7.0% | Added |
| Syon Capital LLC | 3,022 | $310.2K | 0.02% | +305+11.2% | Added |
| HBK Sorce Advisory LLC | 2,934 | $310.2K | 0.01% | +30+1.0% | Added |
| Martel Wealth Advisors Inc | 3,000 | $307.9K | 0.05% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 2,992 | $307.0K | 0.01% | −245−7.6% | Reduced |
| Saratoga Research & Investment Management | 2,986 | $306.5K | 0.02% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 2,981 | $306.0K | 0.01% | +715+31.6% | Added |
| Clifford Swan Investment Counsel LLC | 2,973 | $305.1K | 0.01% | −2−0.1% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 2,967 | $304.0K | 0.10% | +2,967 | New |
| Sawgrass Asset Management LLC | 2,928 | $300.5K | 0.04% | +479+19.6% | Added |
| Essex Savings Bank | 2,914 | $299.1K | 0.07% | +100+3.6% | Added |
| Virtus ETF Advisers LLC | 2,900 | $297.7K | 0.16% | +2,900 | New |
| BankPlus Trust Department | 2,899 | $297.6K | 0.08% | +2,860+7,333.3% | Added |
| Profund Advisors LLC | 2,898 | $297.5K | 0.01% | +434+17.6% | Added |
| Tennessee Valley Asset Management Partners | 2,897 | $297.4K | 0.04% | +2,897 | New |
| Voleon Capital Management LP | 2,895 | $297.1K | 0.01% | +2,895 | New |
| Purkiss Capital Advisors LLC | 2,889 | $296.6K | 0.14% | +2,889 | New |
| Joule Financial, LLC | 2,886 | $296.3K | 0.09% | −38−1.3% | Reduced |
| Triumph Capital Management | 2,834 | $290.9K | 0.08% | −48−1.7% | Reduced |
| Hoxton Planning & Management, LLC | 2,834 | $290.9K | 0.09% | +210+8.0% | Added |
| Tortoise Investment Management, LLC | 2,833 | $290.8K | 0.03% | +3+0.1% | Added |
| Horizon Advisory Services, Inc. | 2,818 | $289.2K | 0.15% | −48−1.7% | Reduced |
| Independent Financial Group, LLC | 2,810 | $288.4K | 0.01% | −500−15.1% | Reduced |
| Landscape Capital Management, L.L.C. | 2,798 | $287.2K | 0.02% | −1,538−35.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 2,792 | $286.6K | 0.02% | +10+0.4% | Added |
| BAM Wealth Management, LLC | 2,788 | $286.2K | 0.22% | +2,788 | New |
| Financial Advisors Network, Inc. | 2,778 | $285.1K | 0.04% | +157+6.0% | Added |
| CX Institutional | 2,780 | $285.0K | 0.01% | +1,524+121.3% | Added |
| Legacy Financial Strategies, LLC | 2,776 | $285.0K | 0.05% | +89+3.3% | Added |
| Caldwell Trust Co | 2,760 | $283.3K | 0.03% | −194−6.6% | Reduced |
| Cidel Asset Management Inc | 2,728 | $280.0K | 0.02% | 00.0% | Unchanged |
| Coastline Trust Co | 2,720 | $279.2K | 0.03% | 00.0% | Unchanged |
| Revisor Wealth Management LLC | 2,633 | $277.7K | 0.10% | −827−23.9% | Reduced |
| Wetherby Asset Management Inc | 2,705 | $277.6K | 0.01% | −40−1.5% | Reduced |
| Private Trust Co NA | 2,699 | $277.0K | 0.02% | +55+2.1% | Added |
| Hollencrest Capital Management | 2,698 | $276.9K | 0.01% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 2,673 | $274.3K | 0.02% | +202+8.2% | Added |
| Modera Wealth Management, LLC | 2,673 | $274.3K | 0.00% | 00.0% | Unchanged |
| LCNB Corp | 2,663 | $273.3K | 0.10% | −235−8.1% | Reduced |
| First Affirmative Financial Network | 2,638 | $270.7K | 0.13% | +131+5.2% | Added |
| Tema ETFs LLC | 2,635 | $270.5K | 0.02% | +2,635 | New |
| Mizuho Markets Americas LLC | 2,623 | $269.2K | 0.01% | −480−15.5% | Reduced |
| Wolverine Trading, LLC | 2,598 | $268.9K | 0.01% | −2,040−44.0% | Reduced |
| Aaron Wealth Advisors | 2,620 | $268.9K | 0.02% | +2,620 | New |
| Aft, Forsyth & Company, Inc. | 2,610 | $267.9K | 0.13% | −790−23.2% | Reduced |
| Traub Capital Management LLC | 2,610 | $267.9K | 0.26% | −80−3.0% | Reduced |
| Cullinan Associates Inc | 2,600 | $266.9K | 0.02% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 2,597 | $266.6K | 0.04% | +214+9.0% | Added |
| Bill Few Associates, Inc. | 2,587 | $265.5K | 0.07% | +10+0.4% | Added |
| LaFleur & Godfrey LLC | 2,580 | $264.8K | 0.03% | 00.0% | Unchanged |
| Fiduciary Trust Co | 2,579 | $264.7K | 0.00% | +111+4.5% | Added |
| Trust Asset Management LLC | 2,568 | $263.6K | 0.02% | 00.0% | Unchanged |
| TL Private Wealth | 2,500 | $263.4K | 0.11% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 2,562 | $263.0K | 0.08% | −99−3.7% | Reduced |
| Rathbone Brothers plc | 2,500 | $256.6K | 0.00% | +2,500 | New |
| Patton Fund Management, Inc. | 2,490 | $255.6K | 0.05% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 2,448 | $251.3K | 0.01% | +28+1.2% | Added |
| Whitener Capital Management, Inc. | 2,445 | $251.0K | 0.06% | −900−26.9% | Reduced |
| Lincoln Capital LLC | 2,430 | $251.0K | 0.05% | +24+1.0% | Added |
| Wedmont Private Capital | 2,366 | $250.3K | 0.01% | +137+6.1% | Added |
| Mountain Pacific Investment Advisers Inc | 2,415 | $247.9K | 0.04% | 00.0% | Unchanged |
| Presilium Private Wealth, LLC | 2,412 | $247.6K | 0.05% | 00.0% | Unchanged |