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 |
|---|---|---|---|---|---|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
114
shares
|
$12,215
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
106
shares
|
$11,357
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
105
shares
|
$11,250
0.0% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
103
shares
|
$11,036
0.01% of portfolio
|
Q2 2022
Reduced 77.01%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
100
shares
|
$10,715
0.0% of portfolio
|
Q2 2023
Reduced 64.29%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
100
shares
|
$10,715
0.0% of portfolio
|
Q4 2024
Reduced 10.71%
|
|
|
Eukles Asset Management
|
Aug 06, 2025 Q2 2025 |
100
shares
|
$10,715
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
100
shares
|
$10,715
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
100
shares
|
$10,715
0.0% of portfolio
|
Q1 2022
Reduced 60.47%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
100
shares
|
$10,715
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
100
shares
|
$10,715
0.0% of portfolio
|
Q2 2021
Added 204.08%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Apr 15, 2025 Q1 2025 |
100
shares
|
$10,715
0.01% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Winnow Wealth LLC
Waco, TX |
Aug 12, 2025 Q2 2025 |
100
shares
|
$10,715
0.01% of portfolio
|
Q1 2025
Added 9088.0%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
91
shares
|
$9,750
0.0% of portfolio
|
Q2 2024
Reduced 68.73%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
87
shares
|
$9,322
0.0% of portfolio
|
Q2 2025
Reduced 13.86%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
83
shares
|
$8,893
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
80
shares
|
$8,572
0.0% of portfolio
|
Q2 2025
Reduced 11.11%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
79
shares
|
$8,464
0.0% of portfolio
|
Q2 2025
Added 17.91%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
77
shares
|
$8,250
0.01% of portfolio
|
Q2 2025
Added 10.0%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
75
shares
|
$8,036
0.0% of portfolio
|
Q2 2025
Reduced 42.75%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
68
shares
|
$7,286
0.0% of portfolio
|
Q2 2023
Added 28.3%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
65
shares
|
$6,964
0.0% of portfolio
|
Q2 2022
Reduced 66.49%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
64
shares
|
$6,857
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
62
shares
|
$6,643
0.0% of portfolio
|
Q2 2025
Added 40.91%
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
61
shares
|
$6,536
0.0% of portfolio
|
Q4 2024
Added 3637.7%
|