Skip to main content

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.

Institutional holdersQ4 2025: 1,128 institutions
Q1 2021: 1,039 institutionsQ2 2021: 1,079 institutionsQ3 2021: 1,121 institutionsQ4 2021: 1,150 institutionsQ1 2022: 1,104 institutionsQ2 2022: 1,046 institutionsQ3 2022: 1,004 institutionsQ4 2022: 1,024 institutionsQ1 2023: 1,013 institutionsQ2 2023: 1,019 institutionsQ3 2023: 1,017 institutionsQ4 2023: 1,058 institutionsQ1 2024: 1,055 institutionsQ2 2024: 1,070 institutionsQ3 2024: 1,055 institutionsQ4 2024: 1,128 institutionsQ1 2025: 1,087 institutionsQ2 2025: 1,077 institutionsQ3 2025: 1,081 institutionsQ4 2025: 1,128 institutionsQ1 2026: 1,094 institutionsQ2 2026: 1,171 institutions
Value heldQ4 2025: $18.8B
Q1 2021: $27.5BQ2 2021: $32.5BQ3 2021: $32.2BQ4 2021: $32.0BQ1 2022: $24.7BQ2 2022: $19.2BQ3 2022: $18.1BQ4 2022: $19.1BQ1 2023: $19.8BQ2 2023: $19.3BQ3 2023: $17.7BQ4 2023: $17.7BQ1 2024: $20.0BQ2 2024: $18.8BQ3 2024: $18.0BQ4 2024: $19.4BQ1 2025: $15.8BQ2 2025: $17.0BQ3 2025: $17.7BQ4 2025: $18.8BQ1 2026: $16.8BQ2 2026: $21.6B
Institutions holding TROW and their total value by quarter
QuarterHoldersValue
Q2 20261,171$21.6B
Q1 20261,094$16.8B
Q4 20251,128$18.8B
Q3 20251,081$17.7B
Q2 20251,077$17.0B
Q1 20251,087$15.8B
Q4 20241,128$19.4B
Q3 20241,055$18.0B
Q2 20241,070$18.8B
Q1 20241,055$20.0B
Q4 20231,058$17.7B
Q3 20231,017$17.7B
Q2 20231,019$19.3B
Q1 20231,013$19.8B
Q4 20221,024$19.1B
Q3 20221,004$18.1B
Q2 20221,046$19.2B
Q1 20221,104$24.7B
Q4 20211,150$32.0B
Q3 20211,121$32.2B
Q2 20211,079$32.5B
Q1 20211,039$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.

Institutions holding TROW in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Lifeworks Advisors, LLC2,630$269.2K0.03%+33+1.3%Added
Concorde Asset Management, LLC2,628$269.0K0.11%+2,628New
TL Private Wealth2,500$268.3K0.10%00.0%Unchanged
Smartleaf Asset Management LLC2,581$267.6K0.01%+507+24.4%Added
Plimoth Trust Co LLC2,612$267.4K0.06%−534−17.0%Reduced
Traub Capital Management LLC2,610$267.2K0.26%00.0%Unchanged
Joule Financial, LLC2,608$267.0K0.08%−278−9.6%Reduced
Cullinan Associates Inc2,600$266.2K0.02%00.0%Unchanged
LaFleur & Godfrey LLC2,580$264.1K0.03%00.0%Unchanged
CX Institutional2,582$264.0K0.01%−198−7.1%Reduced
Private Trust Co NA2,555$261.6K0.02%−144−5.3%Reduced
Vaughan David Investments LLC2,543$260.0K0.01%−507−16.6%Reduced
Rathbone Brothers plc2,500$255.9K0.00%00.0%Unchanged
Atomi Financial Group, Inc.2,499$255.9K0.01%+229+10.1%Added
ISAM Funds (UK) Ltd2,499$255.8K0.09%+2,499New
Fiduciary Trust Co2,487$254.6K0.00%−92−3.6%Reduced
TCG Advisory Services, LLC2,482$254.1K0.01%+2,482New
Vise Technologies, Inc.2,477$253.6K0.00%+367+17.4%Added
Trust Asset Management LLC2,469$252.8K0.02%−99−3.9%Reduced
Sagespring Wealth Partners, LLC2,463$252.2K0.00%+333+15.6%Added
Thayer Partners, LLC2,458$251.7K0.12%+2,458New
TCI Wealth Advisors, Inc.2,450$250.8K0.01%+2+0.1%Added
SRS Capital Advisors, Inc.2,433$249.1K0.01%−1,871−43.5%Reduced
Wedmont Private Capital2,347$248.8K0.01%−19−0.8%Reduced
Presilium Private Wealth, LLC2,423$248.1K0.05%+11+0.5%Added
Mountain Pacific Investment Advisers Inc2,415$247.2K0.04%00.0%Unchanged
Caldwell Trust Co2,410$246.7K0.02%−350−12.7%Reduced
Lincoln Capital LLC2,406$246.3K0.04%−24−1.0%Reduced
South Dakota Investment Council2,398$246.0K0.00%+1,000+71.5%Added
PFG Investments, LLC2,396$245.3K0.01%+147+6.5%Added
Gallagher Fiduciary Advisors, LLC2,380$243.6K0.01%+151+6.8%Added
Sit Investment Associates Inc2,375$243.0K0.00%00.0%Unchanged
Rothschild Investment LLC2,371$242.7K0.01%−4,859−67.2%Reduced
Aft, Forsyth & Company, Inc.2,360$241.6K0.10%−250−9.6%Reduced
Baker Avenue Asset Management, LP2,339$239.4K0.01%+2,339New
Liberty Capital Management, Inc.2,329$238.4K0.04%00.0%Unchanged
NewEdge Wealth, LLC2,319$237.5K0.00%+2,319New
PCB Capital LLC2,307$236.2K0.38%+2,307New
Barnes Pettey Financial Advisors, LLC2,300$235.5K0.12%00.0%Unchanged
Fairview Capital Investment Management, LLC2,281$233.5K0.01%00.0%Unchanged
Paulson Wealth Management Inc.2,276$233.0K0.05%+233+11.4%Added
Profund Advisors LLC2,270$232.4K0.01%−628−21.7%Reduced
Soltis Investment Advisors LLC2,267$232.1K0.02%+28+1.3%Added
United Advisor Group, LLC2,266$232.0K0.03%−53−2.3%Reduced
Scotia Capital Inc.2,251$230.5K0.00%+2,251New
Warren Averett Asset Management, LLC2,251$230.4K0.00%+2,251New
Bingham Private Wealth, LLC2,230$228.3K0.20%+2,230New
Brown Miller Wealth Management, LLC2,227$228.0K0.06%−914−29.1%Reduced
Patton Fund Management, Inc.2,220$227.3K0.03%−270−10.8%Reduced
Blueshift Asset Management, LLC2,220$227.3K0.07%+2,220New
Manchester Capital Management LLC2,204$225.6K0.03%+466+26.8%Added
Davy Global Fund Management Ltd2,190$224.2K0.02%00.0%Unchanged
RFG Advisory, LLC2,167$221.9K0.00%−125−5.5%Reduced
Farmers National Bank2,162$221.3K0.05%00.0%Unchanged
Independent Solutions Wealth Management, LLC2,162$221.3K0.04%+140+6.9%Added
Covestor Ltd2,148$219.0K0.11%−31−1.4%Reduced
Federated Hermes, Inc.2,125$217.6K0.00%+44+2.1%Added
Freestone Capital Holdings, LLC2,119$216.9K0.01%−17,187−89.0%Reduced
GenTrust, LLC2,114$216.4K0.01%+110+5.5%Added
Weil Company, Inc.2,106$215.6K0.05%+26+1.3%Added
SC&H Financial Advisors, Inc.2,105$215.5K0.03%+4+0.2%Added
Edgestream Partners, L.P.2,091$214.1K0.01%+2,091New
Hazlett, Burt & Watson, Inc.2,107$214.0K0.07%−133−5.9%Reduced
West Michigan Advisors, LLC2,082$213.2K0.05%+2,082New
Koshinski Asset Management, Inc.2,070$211.9K0.01%+40+2.0%Added
Cigna Investments Inc2,052$211.0K0.03%00.0%Unchanged
Landaas & Co2,053$210.2K0.05%00.0%Unchanged
StoneX Group Inc.2,049$209.8K0.01%+2,049New
Iron Financial, LLC2,043$209.2K0.10%−14−0.7%Reduced
Inscription Capital, LLC2,036$208.5K0.02%+2,036New
Versant Capital Management, Inc2,030$207.8K0.03%+209+11.5%Added
YHB Investment Advisors, Inc.2,024$207.2K0.01%−100−4.7%Reduced
David Loasby1,922$205.3K0.01%+22+1.2%Added
Lewis Asset Management, LLC2,004$205.2K0.08%+54+2.8%Added
Operose Advisors LLC2,000$204.8K0.05%00.0%Unchanged
Busey Wealth Management2,000$204.8K0.01%+2,000New
Phoenix Wealth Advisors1,994$204.1K0.08%−166−7.7%Reduced
Aptus Capital Advisors, LLC1,986$203.3K0.00%−218−9.9%Reduced
Virtus ETF Advisers LLC1,819$186.2K0.09%−1,081−37.3%Reduced
Bartlett & Co. Wealth Management LLC1,752$179.4K0.00%+10+0.6%Added
Ofi Invest Asset Management2,049$178.6K0.00%+2,049New
C M Bidwell & Associates Ltd1,713$175.4K0.08%+224+15.0%Added
Los Angeles Capital Management LLC1,682$171.8K0.00%−158,943−99.0%Reduced
EverSource Wealth Advisors, LLC1,674$171.4K0.01%+219+15.1%Added
Livforsakringsbolaget Skandia, Omsesidigt1,597$163.5K0.01%00.0%Unchanged
Globeflex Capital L P1,587$162.5K0.02%+1,587New
Colonial Trust Co1,541$157.8K0.02%00.0%Unchanged
Cullen/Frost Bankers, Inc.1,503$153.8K0.00%−17,130−91.9%Reduced
Rossby Financial, LCC1,378$141.1K0.04%+27+2.0%Added
Key Financial Inc1,364$139.6K0.03%00.0%Unchanged
Hantz Financial Services, Inc.1,340$137.0K0.00%+553+70.3%Added
Whittier Trust Co1,200$130.8K0.00%00.0%Unchanged
Signaturefd, LLC1,271$130.1K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC1,267$129.7K0.11%−2,649−67.6%Reduced
SBI Securities Co., Ltd.1,262$129.2K0.00%+58+4.8%Added
Basecamp Wealth Advisors LLC1,254$128.4K0.03%+1,254New
McMillan Office, Inc.1,252$128.2K0.02%+1,252New
Simplex Trading, LLC1,219$124.8K0.00%+1,219New
Financiere des Professionnels - Fonds d,investissement inc.1,200$122.9K0.01%00.0%Unchanged
Quadrant Capital Group LLC1,190$121.8K0.00%+253+27.0%Added