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, Q4 2025
Institutional positions in Price T Rowe Group Inc as of Dec 31, 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
- 1,128
- +64 vs. Q3 2025
- Shares held
- 183.4M
- +10.9M (+6.3%) vs. Q3 2025
- Total value
- $18.8B
- +$1.08B (+6.1%) vs. Q3 2025
- New holders
- 138
- 405 more added
- Sold out
- 74
- 415 more reduced
17 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Price T Rowe Group Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lincoln Capital LLC | 2,406 | $246.3K | 0.04% | −24−1.0% | Reduced |
| Caldwell Trust Co | 2,410 | $246.7K | 0.02% | −350−12.7% | Reduced |
| Mountain Pacific Investment Advisers Inc | 2,415 | $247.2K | 0.04% | 00.0% | Unchanged |
| Presilium Private Wealth, LLC | 2,423 | $248.1K | 0.05% | +11+0.5% | Added |
| Wedmont Private Capital | 2,347 | $248.8K | 0.01% | −19−0.8% | Reduced |
| SRS Capital Advisors, Inc. | 2,433 | $249.1K | 0.01% | −1,871−43.5% | Reduced |
| TCI Wealth Advisors, Inc. | 2,450 | $250.8K | 0.01% | +2+0.1% | Added |
| Thayer Partners, LLC | 2,458 | $251.7K | 0.12% | +2,458 | New |
| Sagespring Wealth Partners, LLC | 2,463 | $252.2K | 0.00% | +333+15.6% | Added |
| Trust Asset Management LLC | 2,469 | $252.8K | 0.02% | −99−3.9% | Reduced |
| Vise Technologies, Inc. | 2,477 | $253.6K | 0.00% | +367+17.4% | Added |
| TCG Advisory Services, LLC | 2,482 | $254.1K | 0.01% | +2,482 | New |
| Fiduciary Trust Co | 2,487 | $254.6K | 0.00% | −92−3.6% | Reduced |
| ISAM Funds (UK) Ltd | 2,499 | $255.8K | 0.09% | +2,499 | New |
| Atomi Financial Group, Inc. | 2,499 | $255.9K | 0.01% | +229+10.1% | Added |
| Rathbone Brothers plc | 2,500 | $255.9K | 0.00% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 2,543 | $260.0K | 0.01% | −507−16.6% | Reduced |
| Private Trust Co NA | 2,555 | $261.6K | 0.02% | −144−5.3% | Reduced |
| CX Institutional | 2,582 | $264.0K | 0.01% | −198−7.1% | Reduced |
| LaFleur & Godfrey LLC | 2,580 | $264.1K | 0.03% | 00.0% | Unchanged |
| Cullinan Associates Inc | 2,600 | $266.2K | 0.02% | 00.0% | Unchanged |
| Joule Financial, LLC | 2,608 | $267.0K | 0.08% | −278−9.6% | Reduced |
| Traub Capital Management LLC | 2,610 | $267.2K | 0.26% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 2,612 | $267.4K | 0.06% | −534−17.0% | Reduced |
| Smartleaf Asset Management LLC | 2,581 | $267.6K | 0.01% | +507+24.4% | Added |
| TL Private Wealth | 2,500 | $268.3K | 0.10% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 2,628 | $269.0K | 0.11% | +2,628 | New |
| Lifeworks Advisors, LLC | 2,630 | $269.2K | 0.03% | +33+1.3% | Added |
| Tema ETFs LLC | 2,631 | $269.4K | 0.02% | −4−0.2% | Reduced |
| Whitener Capital Management, Inc. | 2,640 | $270.3K | 0.06% | +195+8.0% | Added |
| Revisor Wealth Management LLC | 2,549 | $270.9K | 0.07% | −84−3.2% | Reduced |
| Alchemi Wealth, LLC | 2,656 | $272.0K | 0.15% | +2,656 | New |
| Cornerstone Wealth Management, LLC | 2,666 | $272.9K | 0.01% | −7−0.3% | Reduced |
| LCNB Corp | 2,668 | $273.1K | 0.09% | +5+0.2% | Added |
| S-Bank Fund Management Ltd | 2,683 | $274.7K | 0.04% | −704−20.8% | Reduced |
| Modera Wealth Management, LLC | 2,683 | $274.7K | 0.00% | +10+0.4% | Added |
| Hollencrest Capital Management | 2,698 | $276.2K | 0.01% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 2,699 | $276.3K | 0.07% | +112+4.3% | Added |
| Coastline Trust Co | 2,720 | $278.5K | 0.03% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 2,684 | $280.5K | 0.01% | +2,684 | New |
| HBK Sorce Advisory LLC | 2,967 | $280.6K | 0.01% | +33+1.1% | Added |
| Sun Financial Inc | 2,751 | $281.7K | 0.16% | +2,751 | New |
| Coordinated Financial Services, Inc. | 2,765 | $283.1K | 0.16% | +440+18.9% | Added |
| Transcend Wealth Collective, LLC | 2,768 | $283.3K | 0.02% | −3,193−53.6% | Reduced |
| Clifford Swan Investment Counsel LLC | 2,773 | $283.9K | 0.01% | −200−6.7% | Reduced |
| Tennessee Valley Asset Management Partners | 2,785 | $285.2K | 0.04% | −112−3.9% | Reduced |
| Purkiss Capital Advisors LLC | 2,796 | $286.3K | 0.13% | −93−3.2% | Reduced |
| Wesbanco Bank Inc | 2,819 | $288.6K | 0.01% | −344−10.9% | Reduced |
| Accel Wealth Management | 2,830 | $289.8K | 0.08% | −482−14.6% | Reduced |
| Tortoise Investment Management, LLC | 2,834 | $290.1K | 0.03% | +10.0% | Added |
| Essex Savings Bank | 2,841 | $290.9K | 0.06% | −73−2.5% | Reduced |
| Compton Financial Group, LLC | 2,847 | $291.4K | 0.07% | +2,847 | New |
| Triumph Capital Management | 2,848 | $291.6K | 0.06% | +14+0.5% | Added |
| Financial Advisors Network, Inc. | 2,876 | $294.5K | 0.04% | +98+3.5% | Added |
| Hoxton Planning & Management, LLC | 2,890 | $295.9K | 0.09% | +56+2.0% | Added |
| BankPlus Trust Department | 2,899 | $296.8K | 0.08% | 00.0% | Unchanged |
| Strategic Advisors LLC | 2,900 | $296.9K | 0.05% | −300−9.4% | Reduced |
| Sawgrass Asset Management LLC | 2,928 | $299.8K | 0.04% | 00.0% | Unchanged |
| LMR Partners LLP | 2,928 | $299.8K | 0.00% | +2,928 | New |
| Cidel Asset Management Inc | 2,942 | $301.2K | 0.02% | +214+7.8% | Added |
| Gen-Wealth Partners Inc | 2,944 | $301.4K | 0.10% | −1,583−35.0% | Reduced |
| Capstone Investment Advisors, LLC | 2,959 | $302.9K | 0.00% | −3,867−56.7% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 2,967 | $303.0K | 0.06% | 00.0% | Unchanged |
| Saratoga Research & Investment Management | 2,977 | $304.8K | 0.02% | −9−0.3% | Reduced |
| Independent Financial Group, LLC | 2,998 | $306.9K | 0.01% | +188+6.7% | Added |
| Wealth Group, Ltd. | 3,000 | $307.0K | 0.30% | +3,000 | New |
| Martel Wealth Advisors Inc | 3,000 | $307.1K | 0.05% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 3,000 | $307.1K | 0.00% | +3,000 | New |
| Sagewood Asset Management LP | 3,003 | $307.4K | 0.11% | +3,003 | New |
| Mirabella Financial Services LLP | 3,015 | $308.7K | 0.03% | +3,015 | New |
| Excalibur Management Corp | 3,025 | $309.7K | 0.11% | −201−6.2% | Reduced |
| Personal Cfo Solutions, LLC | 3,027 | $309.9K | 0.05% | −187−5.8% | Reduced |
| Steel Peak Wealth Management LLC | 3,045 | $311.7K | 0.01% | +792+35.2% | Added |
| Dorsey & Whitney Trust CO LLC | 3,078 | $315.1K | 0.02% | +286+10.2% | Added |
| Hopwood Financial Services, Inc. | 3,084 | $315.7K | 0.22% | −75−2.4% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 3,087 | $316.0K | 0.06% | −16−0.5% | Reduced |
| Larson Financial Group LLC | 3,088 | $316.2K | 0.01% | +1,512+95.9% | Added |
| Rocky Mountain Advisers, LLC | 3,115 | $318.9K | 0.09% | +2,060+195.3% | Added |
| Oakmont Advisory Group, LLC | 3,115 | $318.9K | 0.34% | +3,115 | New |
| Evolve Private Wealth, LLC | 3,116 | $319.0K | 0.02% | +3,116 | New |
| Quantum Financial Advisors, LLC | 3,126 | $320.0K | 0.04% | +3,126 | New |
| Miracle Mile Advisors, LLC | 3,131 | $320.5K | 0.00% | −104−3.2% | Reduced |
| Mach-1 Financial Group, Inc. | 3,140 | $321.5K | 0.07% | +3,140 | New |
| MTM Investment Management, LLC | 3,167 | $324.2K | 0.10% | +107+3.5% | Added |
| Keynote Financial Services LLC | 3,214 | $329.0K | 0.18% | +3,214 | New |
| Heritage Trust Co | 3,235 | $331.2K | 0.03% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 3,250 | $332.8K | 0.02% | +3+0.1% | Added |
| Horizon Advisory Services, Inc. | 3,251 | $332.8K | 0.17% | +433+15.4% | Added |
| Deseret Mutual Benefit Administrators | 3,271 | $334.9K | 0.14% | +244+8.1% | Added |
| GTS Securities LLC | 3,292 | $337.0K | 0.01% | +3,292 | New |
| Bluefin Capital Management, LLC | 3,300 | $337.9K | 0.09% | +3,300 | New |
| CWA Asset Management Group, LLC | 3,318 | $339.7K | 0.01% | −1,182−26.3% | Reduced |
| KW Wealth Management LLC | 3,337 | $341.7K | 0.52% | +1,289+62.9% | Added |
| BAM Wealth Management, LLC | 3,345 | $342.5K | 0.25% | +557+20.0% | Added |
| RMB Capital Management, LLC | 3,361 | $344.1K | 0.01% | −211−5.9% | Reduced |
| Moody National Bank Trust Division | 3,384 | $346.5K | 0.03% | +130+4.0% | Added |
| Visionary Horizons, LLC | 3,385 | $346.6K | 0.18% | −25−0.7% | Reduced |
| AlphaCore Capital LLC | 3,403 | $348.4K | 0.01% | −388−10.2% | Reduced |
| Berman McAleer LLC | 3,405 | $348.6K | 0.05% | 00.0% | Unchanged |
| TCW Group Inc | 3,410 | $349.1K | 0.00% | +3,410 | New |