Institutional Ownership Price T Rowe Group Inc (TROW)
This table provides information about the institutional ownership of Price T Rowe Group Inc (TROW). We have compiled data on the 1,244 institutions that hold shares in the stock, with a total of 174 Million shares, which have been reported (via 13F filing form) to have a value of $17.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Apex Wealth Management, LLC
Bedford, NH |
Oct 23, 2025 Q3 2025 |
5,801
shares
|
$590,077
0.43% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
5,796
shares
|
$589,569
0.05% of portfolio
|
Q2 2022
Added 27.86%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 05, 2025 Q3 2025 |
5,796
shares
|
$589,569
0.03% of portfolio
|
Q3 2025
Reduced 7.9%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Nov 14, 2025 Q3 2025 |
5,780
shares
|
$587,941
0.32% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
5,775
shares
|
$587,433
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Nov 13, 2025 Q3 2025 |
5,757
shares
|
$585,602
0.04% of portfolio
|
Q3 2025
Reduced 3.47%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
5,738
shares
|
$583,669
0.01% of portfolio
|
Q3 2023
Reduced 5.14%
|
|
|
Omni Star Financial Group, Inc.
|
Nov 17, 2025 Q3 2025 |
5,733
shares
|
$583,160
0.39% of portfolio
|
Q3 2025
Added 102.01%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
5,732
shares
|
$583,059
0.0% of portfolio
|
Q3 2025
Added 9.83%
|
|
|
Hardy Reed LLC
|
Nov 07, 2025 Q3 2025 |
5,711
shares
|
$580,922
0.04% of portfolio
|
Q2 2025
Added 111.83%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
5,677
shares
|
$577,464
0.02% of portfolio
|
Q4 2025
Added 0.21%
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Jan 14, 2026 Q4 2025 |
5,655
shares
|
$575,226
0.43% of portfolio
|
Q4 2025
Reduced 21.23%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
5,638
shares
|
$573,497
0.14% of portfolio
|
Q4 2024
Reduced 7.68%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
5,620
shares
|
$571,666
0.32% of portfolio
|
Q1 2024
Reduced 56.5%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
5,571
shares
|
$566,682
0.01% of portfolio
|
Q3 2025
Reduced 9.88%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 21, 2025 Q3 2025 |
5,516
shares
|
$561,087
0.24% of portfolio
|
Q3 2025
Reduced 11.43%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
5,488
shares
|
$558,239
0.01% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 15, 2026 Q4 2025 |
5,468
shares
|
$556,204
0.05% of portfolio
|
Q4 2025
Reduced 0.92%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jan 06, 2026 Q4 2025 |
5,451
shares
|
$554,475
0.2% of portfolio
|
Q4 2025
Reduced 0.78%
|
|
|
West Oak Capital, LLC
|
Oct 03, 2025 Q3 2025 |
5,450
shares
|
$554,374
0.22% of portfolio
|
Q3 2025
Reduced 5.3%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
5,426
shares
|
$551,932
0.0% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
5,407
shares
|
$550,000
0.02% of portfolio
|
Q3 2025
Added 6.52%
|
|
|
Howard Capital Management Inc.
|
Nov 03, 2025 Q3 2025 |
5,382
shares
|
$547,457
0.01% of portfolio
|
Q3 2025
Added 7.3%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
5,346
shares
|
$543,795
0.01% of portfolio
|
Q3 2025
Reduced 4.16%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
5,310
shares
|
$540,133
0.04% of portfolio
|
Q3 2025
Added 0.4%
|
|