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T. Rowe Price Group (TROW) Institutional Ownership

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$104.79 +1.74 (+1.69%)
As of 09:50 AM Eastern
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Institutional Ownership Changes (13F Filings) for T. Rowe Price Group (NASDAQ:TROW)

Current
Institutional Ownership
Percentage
73.39%
Number of
Institutional Buyers
(last 12 months)
716
Total
Institutional Inflows
(last 12 months)
$2.24B
Number of
Institutional Sellers
(last 12 months)
529
Total
Institutional Outflows
(last 12 months)
$1.36B
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TROW Institutional Buying and Selling by Quarter

T. Rowe Price Group Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/16/2025Brown Lisle Cummings Inc.22,555$2.18M0.6%-23.2%0.010%
7/16/2025Twelve Points Wealth Management LLC8,614$831K0.2%+2.7%0.004%
7/16/2025Signaturefd LLC374$36K0.0%-66.8%0.000%
7/16/20251834 Investment Advisors Co.29,365$2.83M0.4%+6.0%0.013%
7/16/2025State of Alaska Department of Revenue24,734$2.39M0.0%-5.2%0.011%
7/16/2025Cove Private Wealth LLC6,225$601K0.2%+5.1%0.003%
7/16/2025Patton Fund Management Inc.2,490$240K0.2%N/A0.001%
7/16/2025ST Germain D J Co. Inc.41,689$4.02M0.2%+21.8%0.019%
7/16/2025 CX Institutional1,256$121K0.0%+102.6%0.001%
7/16/2025American National Bank & Trust5,872$567K0.1%+44.6%0.003%
7/16/2025Congress Asset Management Co.133,763$12.91M0.1%+1.0%0.061%
7/16/2025Hartford Investment Management Co.13,123$1.27M0.0%-3.4%0.006%
7/16/2025Bank Pictet & Cie Europe AG3,653$353K0.0%+48.4%0.002%
7/16/2025Banque Pictet & Cie SA80,960$7.81M0.1%-1.2%0.037%
7/16/2025Dakota Wealth Management2,537$245K0.0%+4.7%0.001%
7/16/2025Exeter Financial LLC28,115$2.71M1.2%+7.6%0.013%
7/15/2025 Mather Group LLC.143,261$13.83M0.1%+5.7%0.065%
7/15/2025 Pine Haven Investment Counsel Inc7,782$751K0.6%-6.3%0.004%
7/15/2025 Public Employees Retirement System of Ohio121,239$11.70M0.0%+11.3%0.055%
7/15/2025 Norden Group LLC5,254$507K0.1%+84.9%0.002%
7/15/2025 Maseco LLP938$91K0.0%N/A0.000%
7/15/2025 Fifth Third Bancorp22,222$2.14M0.0%-10.9%0.010%
7/15/2025 MCF Advisors LLC1,716$166K0.0%-72.0%0.001%
7/15/2025 Revisor Wealth Management LLC3,460$355K0.1%+5.7%0.002%
7/15/2025 Cardinal Capital Management69,443$6.70M1.0%+7.2%0.032%
7/15/2025 West Oak Capital LLC5,755$555K0.2%-22.6%0.003%
7/14/2025 Steigerwald Gordon & Koch Inc.116,467$11.24M1.2%-1.5%0.053%
7/14/2025 Gries Financial LLC14,045$1.36M0.2%+8.3%0.006%
7/14/2025 R.H. Dinel Investment Counsel Inc.42,050$4.06M2.7%-7.2%0.019%
7/14/2025 GAMMA Investing LLC5,190$501K0.0%+43.1%0.002%
7/14/2025 Ridgewood Investments LLC19,457$1.88M0.8%+7.5%0.009%
7/14/2025 U.S. Capital Wealth Advisors LLC9,419$909K0.0%N/A0.004%
7/14/2025 Farmers & Merchants Investments Inc.24,182$2.33M0.1%-19.6%0.011%
7/14/2025 Toth Financial Advisory Corp46,305$4.47M0.5%-14.3%0.021%
7/14/2025 Whitener Capital Management Inc.3,345$323K0.1%+38.3%0.002%
7/14/2025 Park Avenue Securities LLC5,208$503K0.0%+6.7%0.002%
7/14/2025 Matrix Trust Co16,065$1.55M0.2%+8.5%0.007%
7/11/2025 Farther Finance Advisors LLC7,299$704K0.0%-8.2%0.003%
7/11/2025 CX Institutional1,256$121K0.0%+102.6%0.001%
7/11/2025 UMB Bank n.a.6,182$597K0.0%-13.6%0.003%
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7/11/2025 Global X Japan Co. Ltd.7,010$676K0.1%+28.7%0.003%
7/11/2025 Lantz Financial LLC15,769$1.52M0.4%+1.8%0.007%
7/11/2025 Brendel Financial Advisors LLC30,904$2.98M1.7%N/A0.014%
7/11/2025 Essex Savings Bank2,814$272K0.1%-6.1%0.001%
7/11/2025 Assenagon Asset Management S.A.7,801$753K0.0%-93.5%0.004%
7/11/2025 International Private Wealth Advisors LLC5,335$515K0.4%N/A0.002%
7/11/2025 TCV Trust & Wealth Management Inc.81,963$7.91M0.7%-2.3%0.037%
7/11/2025 IFM Investors Pty Ltd41,932$4.05M0.0%+7.1%0.019%
7/10/2025 Sky Investment Group LLC50,681$4.89M0.9%-2.9%0.023%
7/10/2025 Legacy Financial Strategies LLC2,687$259K0.1%-87.8%0.001%
7/10/2025 Brady Family Wealth LLC20,743$2.00M0.6%-2.4%0.009%
7/10/2025 Rockland Trust Co.15,595$1.51M0.1%+1.3%0.007%
7/10/2025 Wealth Enhancement Advisory Services LLC76,174$7.63M0.0%-11.2%0.035%
7/10/2025 Mn Services Vermogensbeheer B.V.82,233$7.94M0.1%+1.7%0.037%
7/10/2025 Wedmont Private Capital2,229$226K0.0%N/A0.001%
7/10/2025 Swedbank AB42,152$4.07M0.0%+337.7%0.019%
7/10/2025 Sumitomo Mitsui DS Asset Management Company Ltd26,728$2.58M0.0%+2.2%0.012%
7/10/2025 Signal Advisors Wealth LLC3,369$325K0.0%N/A0.002%
7/9/2025 Radnor Capital Management LLC2,135$206K0.0%N/A0.001%
7/9/2025 Taylor Hoffman Capital Management LLC41,312$3.99M1.4%+3.3%0.019%
7/9/2025 Pallas Capital Advisors LLC3,349$323K0.0%N/A0.002%
7/9/2025 Goelzer Investment Management Inc.54,891$5.30M0.3%-17.2%0.025%
7/9/2025 Bank of New Hampshire705$68K0.0%-23.4%0.000%
7/9/2025 Triumph Capital Management2,882$278K0.1%-19.5%0.001%
7/9/2025 Beacon Financial Group26,440$2.55M0.3%-14.8%0.012%
7/9/2025 Czech National Bank53,853$5.20M0.0%+5.3%0.024%
7/9/2025 MassMutual Private Wealth & Trust FSB1,017$98K0.0%+27.1%0.000%
7/8/2025 Davis Investment Partners LLC6,079$600K0.2%+3.5%0.003%
7/8/2025 Partnership Wealth Management LLC11,699$1.13M0.9%-5.3%0.005%
7/8/2025 Martin Capital Partners LLC56,155$5.42M2.1%+224.0%0.025%
7/8/2025 Bard Financial Services Inc.4,025$388K0.0%-4.7%0.002%
7/8/2025 Parallel Advisors LLC5,142$496K0.0%-2.2%0.002%
7/7/2025 Wesbanco Bank Inc.3,276$316K0.0%N/A0.001%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.16,503$1.59M0.2%+18.6%0.007%
7/7/2025 Salem Investment Counselors Inc.77,548$7.48M0.2%+60.4%0.035%
7/3/2025 Arvest Investments Inc.9,358$903K0.1%N/A0.004%
7/3/2025 City Center Advisors LLC3,220$311K0.3%N/A0.001%
7/1/2025 Confluence Investment Management LLC948,453$91.53M1.3%-1.0%0.430%
7/1/2025 Harbor Investment Advisory LLC14,602$1.41M0.1%+2.0%0.007%
7/1/2025 Kera Capital Partners Inc.2,266$219K0.0%N/A0.001%
7/1/2025 Rowlandmiller & PARTNERS.ADV38,995$3.76M0.8%+2.1%0.018%
7/1/2025 Cullen Investment Group LTD.13,434$1.30M0.2%-0.9%0.006%
6/26/2025AG2R LA Mondiale Gestion D Actifs9,604$899K0.1%N/A0.004%
6/18/2025Voya Investment Management LLC67,421$6.19M0.0%+0.9%0.031%
6/17/2025Guinness Asset Management LTD3,540$325K0.0%-6.1%0.002%
6/16/2025Lynx Investment Advisory5,226$480K0.3%N/A0.002%
6/2/2025Modern Wealth Management LLC2,609$240K0.0%-9.0%0.001%
5/28/2025Strs Ohio19,149$1.76M0.0%N/A0.009%
5/28/2025Ellsworth Advisors LLC44,771$4.11M1.1%+6.6%0.020%
5/27/2025Jacobi Capital Management LLC4,025$370K0.0%+37.0%0.002%
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5/27/2025 Carderock Capital Management Inc.8,225$756K0.2%-16.7%0.004%
5/21/2025Geneos Wealth Management Inc.964$89K0.0%-16.9%0.000%
5/20/2025Belpointe Asset Management LLC3,931$361K0.0%+18.9%0.002%
5/20/2025Focus Partners Wealth13,054$1.20M0.0%+10.6%0.006%
5/20/2025Anchor Investment Management LLC27,876$2.56M0.2%+0.9%0.013%
5/20/2025Glenview Trust co4,110$378K0.0%-4.8%0.002%
5/20/2025Plato Investment Management Ltd13,387$1.24M0.1%-9.2%0.006%
5/20/2025Security National Bank of Sioux City Iowa IA15,734$1.45M1.0%+6.6%0.007%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC1,872,887$172.06M0.0%+6.2%0.850%
5/19/2025Optimize Financial Inc3,788$348K0.1%+15.5%0.002%
(Data available from 1/1/2016 forward)

TROW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TROW shares?

During the previous two years, 1,194 institutional investors and hedge funds held shares of T. Rowe Price Group. The most heavily invested institutionals were Vanguard Group Inc. ($2.41B), BlackRock Inc. ($2.27B), State Street Corp ($1.56B), Charles Schwab Investment Management Inc. ($707.97M), Geode Capital Management LLC ($635.26M), Fayez Sarofim & Co ($515.92M), and Morgan Stanley ($365.30M).Learn more on T. Rowe Price Group's institutional investors.

What percentage of T. Rowe Price Group's stock is owned by institutional investors?

73.39% of T. Rowe Price Group's stock is owned by institutional investors. Learn more on TROW's institutional investor holdings.

Which institutional investors have been buying T. Rowe Price Group's stock?

Of the 1,000 institutional investors that purchased T. Rowe Price Group's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($4.33M), International Assets Investment Management LLC ($1.96M), Norges Bank ($1.79M), Charles Schwab Investment Management Inc. ($1.46M), Invesco Ltd. ($1.20M), Confluence Investment Management LLC ($1.07M), and UBS Group AG ($835.15K).

How much institutional buying is happening at T. Rowe Price Group?

Institutional investors have bought a total of 20,911,968 shares in the last 24 months. This purchase volume represents approximately $2.25B in transactions.

Which of T. Rowe Price Group's major shareholders have been selling company stock?

Of the 529 institutional investors that sold T. Rowe Price Group's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Victory Capital Management Inc. ($3.05M), International Assets Investment Management LLC ($1.06M), State Street Corp ($482.14K), Fayez Sarofim & Co ($436.71K), Boston Trust Walden Corp ($375.48K), Amundi ($342.62K), and Barclays PLC ($311.62K).

How much institutional selling is happening at T. Rowe Price Group?

Institutional investors have sold a total of 13,127,797 shares in the last 24 months. This volume of shares sold represents approximately $1.36B in transactions.



This page (NASDAQ:TROW) was last updated on 7/17/2025 by MarketBeat.com Staff
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