# PRICE T ROWE GROUP INC (TROW)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/TROW/

- Reporting holders: 47
- Reported value: $147.5M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [CONFLUENCE INVESTMENT MANAGEMENT LLC](https://holderbook.com/funds/1442056-confluence-investment-management-llc/) | $93.1M | 894,846 | 1.6% | 32 |
| [SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI](https://holderbook.com/funds/1033974-schaper-benz-wise-investment-counsel-inc-wi/) | $13.4M | 129,190 | 0.9% | 32 |
| [Keystone Financial Planning, Inc.](https://holderbook.com/funds/1596906-keystone-financial-planning-inc/) | $6.9M | 66,572 | 1.7% | 19 |
| [Martin Capital Partners, LLC](https://holderbook.com/funds/1731216-martin-capital-partners-llc/) | $5.8M | 55,766 | 2.1% | 15 |
| [VALLEY WEALTH MANAGERS, INC.](https://holderbook.com/funds/924166-valley-wealth-managers-inc/) | $4.9M | 47,301 | 0.3% | 6 |
| [CONGRESS ASSET MANAGEMENT CO](https://holderbook.com/funds/897378-congress-asset-management-co/) | $3.9M | 37,771 | 0.0% | 32 |
| [ALKEME WEALTH, LLC](https://holderbook.com/funds/1752045-alkeme-wealth-llc/) | $3.0M | 28,400 | 1.1% | 32 |
| [TOTH FINANCIAL ADVISORY CORP](https://holderbook.com/funds/866780-toth-financial-advisory-corp/) | $2.7M | 26,154 | 0.3% | 32 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $2.6M | 24,518 | 0.0% | 16 |
| [Ridgewood Investments LLC](https://holderbook.com/funds/1703556-ridgewood-investments-llc/) | $1.7M | 16,768 | 0.6% | 18 |
| [ROCKLAND TRUST CO](https://holderbook.com/funds/84616-rockland-trust-co/) | $1.2M | 11,975 | 0.0% | 32 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $929.3K | 8,932 | 0.0% | 12 |
| [AMERICAN NATIONAL BANK & TRUST](https://holderbook.com/funds/1272164-american-national-bank-trust/) | $779.1K | 7,488 | 0.1% | 7 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $752.3K | 7,230 | 0.0% | 12 |
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $599.8K | 5,765 | 0.1% | 29 |
| [Davis Capital Management](https://holderbook.com/funds/1811806-davis-capital-management/) | $478.9K | 4,603 | 0.3% | 7 |
| [City Center Advisors, LLC](https://holderbook.com/funds/2030341-city-center-advisors-llc/) | $462.6K | 4,446 | 0.4% | 6 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $450.6K | 4,331 | 0.0% | 22 |
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $418.4K | 4,021 | 0.0% | 12 |
| [Graves Light Lenhart Wealth, Inc.](https://holderbook.com/funds/1759803-graves-light-lenhart-wealth-inc/) | $392.2K | 3,769 | 0.0% | 26 |
| [Nautilus Advisors LLC](https://holderbook.com/funds/2083253-nautilus-advisors-llc/) | $382.6K | 3,677 | 0.2% | 8 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $326.8K | 3,135 | 0.0% | 2 |
| [MOODY NATIONAL BANK TRUST DIVISION](https://holderbook.com/funds/1092903-moody-national-bank-trust-division/) | $298.0K | 2,864 | 0.0% | 9 |
| [Bill Few Associates, Inc.](https://holderbook.com/funds/1914644-bill-few-associates-inc/) | $296.9K | 2,854 | 0.1% | 11 |
| [Lincoln Capital LLC](https://holderbook.com/funds/1633862-lincoln-capital-llc/) | $250.6K | 2,406 | 0.0% | 32 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 47 | $147.5M |
| Q2 2026 | 1,173 | $24.7B |
| Q1 2026 | 1,095 | $17.3B |
| Q4 2025 | 1,132 | $19.3B |
| Q3 2025 | 1,089 | $18.2B |
| Q2 2025 | 1,088 | $17.6B |
| Q1 2025 | 1,096 | $16.2B |
| Q4 2024 | 1,143 | $19.9B |
| Q3 2024 | 1,066 | $18.7B |
| Q2 2024 | 1,079 | $19.4B |
| Q1 2024 | 1,068 | $21.3B |
| Q4 2023 | 1,069 | $18.5B |