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 1,230 institutions that hold shares in the stock, with a total of 175 Million shares, which have been reported (via 13F filing form) to have a value of $18.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Curat Global, LLC
Springfield, NH |
Aug 01, 2025 Q2 2025 |
658
shares
|
$70,504
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Mufg Securities Emea PLC
London, X0 |
Aug 15, 2025 Q2 2025 |
656
shares
|
$70,290
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Sentry Investment Management LLC
|
Jul 29, 2025 Q2 2025 |
637
shares
|
$68,254
0.04% of portfolio
|
Q1 2025
Reduced 22.97%
|
|
|
Western Pacific Wealth Management, LP
|
Jul 10, 2025 Q2 2025 |
635
shares
|
$68,040
0.06% of portfolio
|
Q4 2024
Reduced 58.63%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
623
shares
|
$66,754
0.0% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Viking Fund Management LLC
|
Jul 11, 2025 Q2 2025 |
600
shares
|
$64,290
0.01% of portfolio
|
Q2 2024
Added 566.67%
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
600
shares
|
$64,290
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jul 24, 2025 Q2 2025 |
600
shares
|
$64,290
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Aug 15, 2025 Q2 2025 |
576
shares
|
$61,718
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
569
shares
|
$60,968
0.01% of portfolio
|
Q2 2025
Added 8.59%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
553
shares
|
$59,253
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
547
shares
|
$58,611
0.0% of portfolio
|
Q2 2024
Reduced 36.54%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
520
shares
|
$55,718
0.13% of portfolio
|
Q3 2024
Reduced 56.59%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
514
shares
|
$55,075
0.01% of portfolio
|
Q2 2025
Reduced 79.9%
|
|
|
Sawyer & Company, Inc
|
Jul 09, 2025 Q2 2025 |
500
shares
|
$53,575
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
478
shares
|
$51,217
0.0% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
453
shares
|
$48,538
0.0% of portfolio
|
Q2 2025
Added 1787.5%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
430
shares
|
$46,074
0.03% of portfolio
|
Q2 2025
Added 3483.33%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
426
shares
|
$45,645
0.0% of portfolio
|
Q2 2025
Added 54.91%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
426
shares
|
$45,645
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
425
shares
|
$45,538
0.01% of portfolio
|
Q4 2024
Reduced 59.52%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
423
shares
|
$45,324
0.01% of portfolio
|
Q2 2025
Added 5.75%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
416
shares
|
$44,574
0.02% of portfolio
|
Q2 2025
Added 20700.0%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
415
shares
|
$44,467
0.0% of portfolio
|
Q2 2025
Reduced 69.03%
|
|
|
Silvant Capital Management LLC
|
Aug 13, 2025 Q2 2025 |
381
shares
|
$40,824
0.0% of portfolio
|
Q3 2019
Reduced 18.06%
|