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 |
|---|---|---|---|---|---|
| Ostrum Asset Management | 1,188 | $121.6K | 0.01% | −394−24.9% | Reduced |
| Massmutual Trust Co FSB | 1,059 | $108.4K | 0.00% | +26+2.5% | Added |
| Newbridge Financial Services Group, Inc. | 1,051 | $107.6K | 0.02% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 1,000 | $102.4K | 0.01% | 00.0% | Unchanged |
| MidFirst Bank | 1,000 | $102.4K | 0.01% | +1,000 | New |
| Maseco LLP | 961 | $98.4K | 0.00% | +11+1.2% | Added |
| Duncker Streett & Co Inc | 950 | $97.3K | 0.02% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 949 | $97.2K | 0.01% | +949 | New |
| CVA Family Office, LLC | 896 | $91.7K | 0.01% | +85+10.5% | Added |
| Valley National Advisers Inc | 882 | $90.0K | 0.01% | −665−43.0% | Reduced |
| Winthrop Capital Management, LLC | 822 | $84.0K | 0.02% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 790 | $80.9K | 0.01% | −2,595−76.7% | Reduced |
| Leonteq Securities AG | 786 | $80.5K | 0.00% | +480+156.9% | Added |
| Ronald Blue Trust, Inc. | 783 | $80.2K | 0.00% | −9−1.1% | Reduced |
| Zions Bancorporation, National Association | 782 | $80.1K | 0.00% | +14+1.8% | Added |
| Financial Consulate, Inc | 766 | $78.4K | 0.01% | +2+0.3% | Added |
| Ameriflex Group, Inc. | 763 | $78.1K | 0.04% | −171−18.3% | Reduced |
| Harbour Investments, Inc. | 756 | $77.4K | 0.00% | −108−12.5% | Reduced |
| Loomis Sayles & Co L P | 747 | $76.5K | 0.00% | +747 | New |
| Atlantic Trust, LLC | 744 | $76.2K | 0.01% | −353−32.2% | Reduced |
| Evolution Advisers, Inc. | 728 | $74.0K | 0.03% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 700 | $71.7K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 686 | $70.2K | 0.03% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 660 | $68.0K | 0.01% | 00.0% | Unchanged |
| Curat Global, LLC | 659 | $67.5K | 0.07% | 00.0% | Unchanged |
| Onefund, LLC | 633 | $64.8K | 0.04% | +38+6.4% | Added |
| Kohmann Bosshard Financial Services, LLC | 623 | $63.8K | 0.01% | +623 | New |
| Geneos Wealth Management Inc. | 606 | $62.0K | 0.00% | −637−51.2% | Reduced |
| First Horizon Corp | 600 | $61.4K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 600 | $61.4K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 578 | $59.2K | 0.03% | +48+9.1% | Added |
| Kingdom Financial Group LLC. | 558 | $57.2K | 0.02% | +558 | New |
| SageView Advisory Group, LLC | 556 | $56.9K | 0.00% | +556 | New |
| JFS Wealth Advisors, LLC | 552 | $56.5K | 0.00% | −929−62.7% | Reduced |
| North Star Investment Management Corp. | 547 | $56.0K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 480 | $49.1K | 0.04% | +460+2,300.0% | Added |
| Bogart Wealth, LLC | 479 | $49.0K | 0.00% | +20+4.4% | Added |
| Sentry Investment Management LLC | 481 | $49.0K | 0.03% | 00.0% | Unchanged |
| ORG Partners LLC | 466 | $47.7K | 0.01% | +31+7.1% | Added |
| Addison Advisors LLC | 453 | $46.4K | 0.01% | +9+2.0% | Added |
| Sachetta, LLC | 435 | $44.6K | 0.02% | −756−63.5% | Reduced |
| Cromwell Holdings LLC | 430 | $44.0K | 0.02% | −191−30.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 426 | $43.6K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 426 | $43.6K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 425 | $43.5K | 0.00% | +49+13.0% | Added |
| Bullock Wealth Management Group | 423 | $43.3K | 0.02% | −4−0.9% | Reduced |
| Evermay Wealth Management LLC | 415 | $42.5K | 0.00% | 00.0% | Unchanged |
| Board of the Pension Protection Fund | 400 | $41.0K | 0.04% | +400 | New |
| Curio Wealth, LLC | 386 | $40.4K | 0.01% | +151+64.3% | Added |
| Spire Wealth Management | 388 | $39.7K | 0.00% | +5+1.3% | Added |
| TD Waterhouse Canada Inc. | 386 | $39.5K | 0.00% | +185+92.0% | Added |
| Silvant Capital Management LLC | 381 | $39.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 385 | $39.0K | 0.00% | +7+1.9% | Added |
| Signature Resources Capital Management, LLC | 374 | $38.3K | 0.02% | +8+2.2% | Added |
| Root Financial Partners, LLC | 371 | $38.0K | 0.00% | +76+25.8% | Added |
| Clean Yield Group | 351 | $35.9K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 350 | $35.8K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 347 | $35.5K | 0.00% | +94+37.2% | Added |
| Perkins Coie Trust Co | 345 | $35.3K | 0.01% | 00.0% | Unchanged |
| Motiv8 Investments LLC | 340 | $35.0K | 0.02% | +340 | New |
| Sound Income Strategies, LLC | 300 | $32.0K | 0.00% | +189+170.3% | Added |
| DV Equities, LLC | 308 | $31.5K | 0.01% | +308 | New |
| Cary Street Partner Investment Advisory LLC | 300 | $30.7K | 0.01% | −17−5.4% | Reduced |
| Canton Hathaway, LLC | 300 | $30.7K | 0.01% | +300 | New |
| Golden State Wealth Management, LLC | 291 | $29.9K | 0.00% | +113+63.5% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 282 | $28.9K | 0.01% | +238+540.9% | Added |
| TD Private Client Wealth LLC | 257 | $26.3K | 0.00% | +123+91.8% | Added |
| Ogorek Anthony Joseph | 254 | $26.0K | 0.01% | −25−9.0% | Reduced |
| Capital Advisors, Ltd. LLC | 253 | $26.0K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 250 | $25.6K | 0.01% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 246 | $25.2K | 0.01% | +246 | New |
| Rosenberg Matthew Hamilton | 242 | $24.8K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 241 | $24.7K | 0.02% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 232 | $23.8K | 0.00% | +232 | New |
| CoreCap Advisors, LLC | 224 | $22.9K | 0.00% | +21+10.3% | Added |
| Bank of New Hampshire | 220 | $22.5K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 219 | $22.4K | 0.00% | +219 | New |
| Keating Financial Advisory Services, Inc. | 212 | $21.7K | 0.00% | +212 | New |
| Vermillion & White Wealth Management Group, LLC | 212 | $21.7K | 0.01% | 00.0% | Unchanged |
| Reflection Asset Management | 209 | $21.4K | 0.02% | +209 | New |
| Ritter Daniher Financial Advisory LLC | 207 | $21.2K | 0.00% | +82+65.6% | Added |
| Eastern Bank | 207 | $21.2K | 0.00% | +7+3.5% | Added |
| Bank & Trust Co | 206 | $21.1K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 205 | $21.0K | 0.00% | +205 | New |
| Advantage Trust Co | 205 | $21.0K | 0.01% | −100−32.8% | Reduced |
| Pacifica Partners Inc. | 200 | $20.9K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 201 | $20.6K | 0.00% | −48−19.3% | Reduced |
| Monetary Management Group Inc | 200 | $20.5K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 200 | $20.5K | 0.01% | 00.0% | Unchanged |
| Union Savings Bank | 200 | $20.5K | 0.01% | +200 | New |
| Accordant Advisory Group Inc | 200 | $20.5K | 0.01% | +200 | New |
| Asset Dedication, LLC | 186 | $19.0K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 186 | $19.0K | 0.01% | +36+24.0% | Added |
| Smithfield Trust Co | 185 | $19.0K | 0.00% | 00.0% | Unchanged |
| Dorato Capital Management | 175 | $18.6K | 0.01% | +175 | New |
| WealthCollab, LLC | 180 | $18.4K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 172 | $18.3K | 0.00% | −145−45.7% | Reduced |
| First United Bank Trust | 175 | $17.9K | 0.01% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 160 | $16.4K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 157 | $16.1K | 0.01% | −33−17.4% | Reduced |