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 |
|---|---|---|---|---|---|
|
West Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
790
shares
|
$80,358
0.01% of portfolio
|
Q4 2025
Reduced 76.66%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
787
shares
|
$80,053
0.0% of portfolio
|
Q3 2025
Added 12.27%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
764
shares
|
$77,714
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Evolution Advisers, Inc.
|
Jul 24, 2025 Q2 2025 |
728
shares
|
$74,052
0.03% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
700
shares
|
$71,204
0.01% of portfolio
|
Q2 2025
Reduced 5.79%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
686
shares
|
$69,779
0.03% of portfolio
|
Q2 2025
Reduced 24.62%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 12, 2026 Q4 2025 |
660
shares
|
$67,135
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Curat Global, LLC
Springfield, NH |
Oct 28, 2025 Q3 2025 |
659
shares
|
$67,033
0.06% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Western Pacific Wealth Management, LP
|
Oct 21, 2025 Q3 2025 |
635
shares
|
$64,592
0.07% of portfolio
|
Q4 2024
Reduced 58.63%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
630
shares
|
$64,083
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
623
shares
|
$63,371
0.0% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
621
shares
|
$63,168
0.03% of portfolio
|
Q3 2025
Added 44.42%
|
|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
600
shares
|
$61,032
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
Nov 07, 2025 Q3 2025 |
600
shares
|
$61,032
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
600
shares
|
$61,032
0.0% of portfolio
|
Q3 2025
Reduced 69.88%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
598
shares
|
$60,828
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Nov 14, 2025 Q3 2025 |
595
shares
|
$60,523
0.04% of portfolio
|
Q3 2025
Added 3.3%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
553
shares
|
$56,251
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
552
shares
|
$56,149
0.0% of portfolio
|
Q4 2025
Reduced 62.73%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
547
shares
|
$55,640
0.0% of portfolio
|
Q2 2024
Reduced 36.54%
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
530
shares
|
$53,911
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Sawyer & Company, Inc
|
Oct 07, 2025 Q3 2025 |
500
shares
|
$50,860
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Sentry Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
481
shares
|
$48,927
0.03% of portfolio
|
Q3 2025
Reduced 24.49%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
466
shares
|
$47,401
0.01% of portfolio
|
Q4 2025
Added 7.13%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
459
shares
|
$46,689
0.0% of portfolio
|
Q3 2025
Added 1.32%
|
|