Price T Rowe Group Inc
TROW- 交易所
- Nasdaq
- 產業
- Investment Advice
- SEC CIK
- 0001113169
近 90 天，Price T Rowe Group Inc 內部人申報 0 筆公開市場買進、1 筆賣出；2026 年第 2 季末有 1,171 家機構在 13F 申報持有，市值合計 $216.3 億；大師中只有馬克爾集團持有。
2023 年第 4 季 13F 持有人
Price T Rowe Group Inc 在 2023/12/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 1,058
- 較 2023 年第 3 季 +55 家
- 持有股數
- 1.65 億
- 較 2023 年第 3 季 −366.2 萬 (−2.2%)
- 總市值
- $177.5 億
- 較 2023 年第 3 季 +$6,813 萬 (+0.4%)
- 新進機構
- 134
- 另有 301 家加碼
- 清倉機構
- 79
- 另有 490 家減碼
另有 14 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 TROW 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 1,171 | $216.3 億 |
| 2026 年第 1 季 | 1,094 | $168.2 億 |
| 2025 年第 4 季 | 1,128 | $187.7 億 |
| 2025 年第 3 季 | 1,081 | $177.3 億 |
| 2025 年第 2 季 | 1,077 | $169.7 億 |
| 2025 年第 1 季 | 1,087 | $158.0 億 |
| 2024 年第 4 季 | 1,128 | $194.3 億 |
| 2024 年第 3 季 | 1,055 | $180.1 億 |
| 2024 年第 2 季 | 1,070 | $187.7 億 |
| 2024 年第 1 季 | 1,055 | $200.3 億 |
| 2023 年第 4 季 | 1,058 | $177.5 億 |
| 2023 年第 3 季 | 1,017 | $177.2 億 |
| 2023 年第 2 季 | 1,019 | $192.6 億 |
| 2023 年第 1 季 | 1,013 | $197.8 億 |
| 2022 年第 4 季 | 1,024 | $190.7 億 |
| 2022 年第 3 季 | 1,004 | $180.7 億 |
| 2022 年第 2 季 | 1,046 | $192.5 億 |
| 2022 年第 1 季 | 1,104 | $247.2 億 |
| 2021 年第 4 季 | 1,150 | $320.2 億 |
| 2021 年第 3 季 | 1,121 | $322.5 億 |
| 2021 年第 2 季 | 1,079 | $324.7 億 |
| 2021 年第 1 季 | 1,039 | $275.1 億 |
2023 年第 4 季持有機構
每家機構持有 Price T Rowe Group Inc 的股數、市值與佔組合比重；股數變化跟 2023 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Marino, Stram & Associates LLC | 2,797 | $30.1 萬 | 0.08% | −293−9.5% | 減碼 |
| Encompass Wealth Advisors, LLC | 2,800 | $30.2 萬 | 0.09% | 00.0% | 不變 |
| Regal Investment Advisors LLC | 2,829 | $30.5 萬 | 0.02% | −1,970−41.1% | 減碼 |
| Elevatus Welath Management | 2,858 | $30.8 萬 | 0.14% | +2,858 | 新進 |
| Greenleaf Trust | 2,867 | $30.9 萬 | 0.00% | −2,512−46.7% | 減碼 |
| HBK Sorce Advisory LLC | 2,867 | $30.9 萬 | 0.01% | −282−9.0% | 減碼 |
| LVW Advisors, LLC | 2,870 | $30.9 萬 | 0.06% | +2,870 | 新進 |
| Boston Private Wealth LLC | 2,878 | $31.0 萬 | 0.01% | −14−0.5% | 減碼 |
| Wendell David Associates Inc | 2,890 | $31.1 萬 | 0.03% | +2,890 | 新進 |
| Citizens Financial Group Inc | 2,896 | $31.2 萬 | 0.01% | +2,896 | 新進 |
| Burford Brothers, Inc. | 2,904 | $31.3 萬 | 0.22% | +2,904 | 新進 |
| Central Trust Co | 2,928 | $31.5 萬 | 0.01% | −45−1.5% | 減碼 |
| Summit Trail Advisors, LLC | 2,929 | $31.5 萬 | 0.01% | −670−18.6% | 減碼 |
| Sawtooth Solutions, LLC | 2,937 | $31.6 萬 | 0.01% | −454−13.4% | 減碼 |
| Bleakley Financial Group, LLC | 2,937 | $31.6 萬 | 0.01% | −454−13.4% | 減碼 |
| Tortoise Investment Management, LLC | 2,944 | $31.7 萬 | 0.04% | +125+4.4% | 加碼 |
| National Asset Management, Inc. | 2,961 | $31.9 萬 | 0.01% | −997−25.2% | 減碼 |
| Graves-Light Private Wealth Management, Inc. | 2,967 | $32.0 萬 | 0.04% | 00.0% | 不變 |
| Clifford Swan Investment Counsel LLC | 2,973 | $32.0 萬 | 0.01% | 00.0% | 不變 |
| SlateStone Wealth, LLC | 2,985 | $32.1 萬 | 0.04% | −80−2.6% | 減碼 |
| LaFleur & Godfrey LLC | 2,985 | $32.1 萬 | 0.05% | −475−13.7% | 減碼 |
| Hazlett, Burt & Watson, Inc. | 3,000 | $32.4 萬 | 0.22% | −833−21.7% | 減碼 |
| Emerald Advisers, LLC | 3,009 | $32.4 萬 | 0.01% | −52−1.7% | 減碼 |
| Financial Advocates Investment Management | 3,011 | $32.4 萬 | 0.02% | +87+3.0% | 加碼 |
| Moors & Cabot, Inc. | 3,029 | $32.6 萬 | 0.02% | −1,338−30.6% | 減碼 |
| Joule Financial, LLC | 3,046 | $32.8 萬 | 0.15% | −19−0.6% | 減碼 |
| Wimmer Associates 1, LLC | 3,100 | $33.4 萬 | 0.19% | +15+0.5% | 加碼 |
| Partnership Wealth Management, LLC | 3,080 | $33.4 萬 | 0.25% | +3,080 | 新進 |
| Horizon Investments, LLC | 3,127 | $33.7 萬 | 0.01% | −4,730−60.2% | 減碼 |
| Stevens Capital Management LP | 3,133 | $33.7 萬 | 0.08% | +3,133 | 新進 |
| J.W. Cole Advisors, Inc. | 3,133 | $33.7 萬 | 0.02% | +3,133 | 新進 |
| Nicolet Bankshares Inc | 3,143 | $33.8 萬 | 0.09% | −235−7.0% | 減碼 |
| F/M Investments LLC | 3,146 | $33.9 萬 | 0.19% | +571+22.2% | 加碼 |
| Saratoga Research & Investment Management | 3,148 | $33.9 萬 | 0.02% | −2,123−40.3% | 減碼 |
| RMB Capital Management, LLC | 3,152 | $33.9 萬 | 0.01% | −11−0.3% | 減碼 |
| NEOS Investment Management LLC | 3,163 | $34.1 萬 | 0.03% | +923+41.2% | 加碼 |
| Nilsine Partners, LLC | 3,192 | $34.4 萬 | 0.05% | +64+2.0% | 加碼 |
| Leavell Investment Management, Inc. | 3,192 | $34.4 萬 | 0.02% | 00.0% | 不變 |
| Profund Advisors LLC | 3,227 | $34.8 萬 | 0.01% | +680+26.7% | 加碼 |
| Clear Harbor Asset Management, LLC | 3,240 | $34.9 萬 | 0.03% | +100+3.2% | 加碼 |
| Excalibur Management Corp | 3,255 | $35.1 萬 | 0.16% | +22+0.7% | 加碼 |
| Capstone Triton Financial Group, LLC | 3,313 | $35.7 萬 | 0.26% | +144+4.5% | 加碼 |
| Integrated Wealth Concepts LLC | 3,325 | $35.8 萬 | 0.01% | +278+9.1% | 加碼 |
| Signaturefd, LLC | 3,326 | $35.8 萬 | 0.01% | −702−17.4% | 減碼 |
| BHK Investment Advisors, LLC | 3,365 | $36.2 萬 | 0.21% | −1,854−35.5% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 3,412 | $36.3 萬 | 0.09% | +3,412 | 新進 |
| Main Street Financial Solutions, LLC | 3,371 | $36.3 萬 | 0.05% | −9−0.3% | 減碼 |
| Custom Index Systems, LLC | 3,384 | $36.4 萬 | 0.23% | +3,384 | 新進 |
| Financial Counselors Inc | 3,416 | $36.8 萬 | 0.01% | −2,208−39.3% | 減碼 |
| Walleye Capital LLC | 3,418 | $36.8 萬 | 0.01% | −11,670−77.3% | 減碼 |
| Coldstream Capital Management Inc | 3,438 | $37.0 萬 | 0.01% | +40+1.2% | 加碼 |
| Dakota Wealth Management | 3,447 | $37.1 萬 | 0.01% | −1,054−23.4% | 減碼 |
| Kingsview Wealth Management, LLC | 3,471 | $37.4 萬 | 0.01% | −3,903−52.9% | 減碼 |
| Global X Japan Co., Ltd. | 3,496 | $37.6 萬 | 0.21% | +3,496 | 新進 |
| Cullinan Associates Inc | 3,504 | $37.7 萬 | 0.02% | 00.0% | 不變 |
| Gladstone Institutional Advisory LLC | 3,522 | $37.9 萬 | 0.02% | −922−20.7% | 減碼 |
| GPS Wealth Strategies Group, LLC | 3,528 | $38.0 萬 | 0.07% | +10.0% | 加碼 |
| Retirement Planning Co of New England, Inc. | 3,538 | $38.1 萬 | 0.17% | +194+5.8% | 加碼 |
| Apollon Wealth Management, LLC | 3,539 | $38.1 萬 | 0.01% | +226+6.8% | 加碼 |
| Morningstar Investment Management LLC | 3,548 | $38.2 萬 | 0.04% | −280−7.3% | 減碼 |
| Private Capital Advisors, Inc. | 3,558 | $38.3 萬 | 0.06% | −2,372−40.0% | 減碼 |
| Bridgewater Associates, LP | 3,572 | $38.5 萬 | 0.00% | +347+10.8% | 加碼 |
| West Financial Advisors, LLC | 3,587 | $38.6 萬 | 0.09% | −260−6.8% | 減碼 |
| Prairie Sky Financial Group LLC | 3,609 | $38.9 萬 | 0.25% | 00.0% | 不變 |
| Sequoia Financial Advisors, LLC | 3,645 | $39.3 萬 | 0.00% | +878+31.7% | 加碼 |
| Ieq Capital, LLC | 3,672 | $39.5 萬 | 0.01% | −2,250−38.0% | 減碼 |
| Peachtree Investment Partners, LLC | 3,678 | $39.6 萬 | 0.16% | −335−8.3% | 減碼 |
| Garden State Investment Advisory Services LLC | 3,685 | $39.7 萬 | 0.16% | +434+13.3% | 加碼 |
| Concurrent Investment Advisors, LLC | 3,705 | $39.9 萬 | 0.02% | +3,705 | 新進 |
| DoubleLine ETF Adviser LP | 3,758 | $40.5 萬 | 0.12% | +302+8.7% | 加碼 |
| Northcape Wealth Management, LLC | 3,785 | $40.8 萬 | 0.15% | 00.0% | 不變 |
| Court Place Advisors, LLC | 3,791 | $40.8 萬 | 0.13% | +10.0% | 加碼 |
| Rathbone Brothers plc | 3,820 | $41.1 萬 | 0.00% | 00.0% | 不變 |
| Allen Wealth Management, LLC | 3,839 | $41.3 萬 | 0.40% | +3,839 | 新進 |
| NVWM, LLC | 3,941 | $42.4 萬 | 0.13% | −538−12.0% | 減碼 |
| Wetherby Asset Management Inc | 3,942 | $42.5 萬 | 0.02% | −734−15.7% | 減碼 |
| Aurora Investment Counsel | 3,598 | $43.1 萬 | 0.28% | −9,932−73.4% | 減碼 |
| Vident Advisory, LLC | 4,007 | $43.2 萬 | 0.01% | −97−2.4% | 減碼 |
| Fortune Financial Advisors, LLC | 4,009 | $43.2 萬 | 0.30% | −121−2.9% | 減碼 |
| Ossiam | 4,019 | $43.3 萬 | 0.01% | 00.0% | 不變 |
| Ferguson Wellman Capital Management, Inc | 4,019 | $43.3 萬 | 0.01% | +4,019 | 新進 |
| IFP Advisors, Inc | 4,027 | $43.4 萬 | 0.02% | −278−6.5% | 減碼 |
| Petrus Trust Company, LTA | 4,080 | $43.9 萬 | 0.04% | +4,080 | 新進 |
| Dorsey & Whitney Trust CO LLC | 4,088 | $44.0 萬 | 0.03% | +567+16.1% | 加碼 |
| Heritage Trust Co | 4,108 | $44.2 萬 | 0.06% | −146−3.4% | 減碼 |
| Private Trust Co NA | 4,122 | $44.4 萬 | 0.05% | +158+4.0% | 加碼 |
| Siemens Fonds Invest GmbH | 4,131 | $44.5 萬 | 0.04% | +342+9.0% | 加碼 |
| V-Square Quantitative Management LLC | 4,142 | $44.6 萬 | 0.11% | +992+31.5% | 加碼 |
| Change Path, LLC | 4,164 | $44.8 萬 | 0.03% | −1,394−25.1% | 減碼 |
| Trust Co of Toledo NA | 4,232 | $45.6 萬 | 0.08% | −136−3.1% | 減碼 |
| Plimoth Trust Co LLC | 4,246 | $45.7 萬 | 0.13% | −285−6.3% | 減碼 |
| Farmers National Bank | 4,280 | $46.1 萬 | 0.15% | −878−17.0% | 減碼 |
| US Asset Management LLC | 4,284 | $46.1 萬 | 0.46% | +4,284 | 新進 |
| WBH Advisory Inc | 4,284 | $46.1 萬 | 0.05% | −11−0.3% | 減碼 |
| Veriti Management LLC | 4,285 | $46.1 萬 | 0.04% | +248+6.1% | 加碼 |
| Gillespie Robinson & Grimm Inc | 4,300 | $46.3 萬 | 0.04% | −355−7.6% | 減碼 |
| Brevan Howard Capital Management LP | 4,306 | $46.4 萬 | 0.05% | +4,306 | 新進 |
| Longfellow Investment Management Co LLC | 4,318 | $46.5 萬 | 0.11% | 00.0% | 不變 |
| Compass Ion Advisors, LLC | 4,323 | $46.6 萬 | 0.07% | −15−0.3% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 4,326 | $46.6 萬 | 0.03% | −393−8.3% | 減碼 |