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 1,235 institutions that hold shares in the stock, with a total of 170 Million shares, which have been reported (via 13F filing form) to have a value of $17.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Montag & Caldwell, LLC
Atlanta, GA |
May 12, 2025 Q1 2025 |
40
shares
|
$4,058
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
39
shares
|
$3,956
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
May 01, 2025 Q1 2025 |
39
shares
|
$3,956
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
38
shares
|
$3,855
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Altshuler Shaham LTD
|
May 15, 2025 Q1 2025 |
38
shares
|
$3,855
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
37
shares
|
$3,753
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tobam
|
Apr 16, 2025 Q1 2025 |
36
shares
|
$3,652
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
31
shares
|
$3,144
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
30
shares
|
$3,043
0.0% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
30
shares
|
$3,043
0.0% of portfolio
|
Q1 2025
Added 11.11%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
27
shares
|
$2,739
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
26
shares
|
$2,637
0.0% of portfolio
|
Q1 2025
Reduced 13.33%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
25
shares
|
$2,536
0.0% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
24
shares
|
$2,434
0.0% of portfolio
|
Q3 2024
Reduced 99.93%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
23
shares
|
$2,333
0.0% of portfolio
|
Q4 2024
Added 4.55%
|
|
|
Core Alternative Capital
|
Apr 29, 2025 Q1 2025 |
21
shares
|
$2,130
0.0% of portfolio
|
Q1 2024
Reduced 76.92%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
20
shares
|
$2,029
0.0% of portfolio
|
Q3 2024
Reduced 37.5%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
20
shares
|
$2,029
0.0% of portfolio
|
Q1 2025
Reduced 16.67%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
19
shares
|
$1,927
0.0% of portfolio
|
Q1 2025
Reduced 38.71%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
18
shares
|
$1,826
0.0% of portfolio
|
Q1 2025
Reduced 96.9%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
18
shares
|
$1,826
0.0% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
18
shares
|
$1,826
0.0% of portfolio
|
Q3 2024
Added 12.5%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Apr 16, 2025 Q1 2025 |
18
shares
|
$1,826
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
17
shares
|
$1,724
0.0% of portfolio
|
Q1 2025
Reduced 75.0%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
17
shares
|
$1,724
0.0% of portfolio
|
Q4 2023
Reduced 77.03%
|