Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PRICE T ROWE GROUP INC (TROW)

1K + Investors. Track Smart Money conviction in TROW. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +48
Streak
1Q ▲
Buyers last Q
52%

Smart Money Signals — TROW

Based on 1034 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added TROW than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
1,034 hedge funds hold TROW right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding TROW is almost the same as a year ago (-4 funds, 0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 52% buying

518 buying478 selling
Last quarter: 518 funds bought or added vs 478 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+30 vs last Q)

new funds entering per quarter
Funds opening a new TROW position: 97 → 111 → 105 → 135. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

71% of holders stayed for 2+ years

71% conviction (2yr+) 15% medium 14% new
736 out of 1,034 hedge funds have held TROW for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

138 → 97 → 111 → 105 → 135 new funds/Q
New funds entering each quarter: 97 → 111 → 105 → 135. A growing number of institutions are discovering TROW each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 73% of holders stayed 2+ years

73% veterans 9% 1-2yr 18% new
Of 1,064 current holders: 779 (73%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 57% AUM from top-100 funds

57% from top-100 AUM funds
41 of 1034 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in TROW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: TROW

How many hedge funds hold TROW — quarterly history vs. share price
Quarterly hedge fund ownership of TROW vs. share price

Market Analysis: TROW

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TROW

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

111 top-rated funds 2 high-conviction
Consensus
8.9
/ 10
breadth
×
Elite
2.8
/ 10
conviction
Hedge Fund Positioning: TROW
2026 Q1 Stats Unlock in 15 days 1K + Investors

Track Smart Money conviction in TROW. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1064 1023 4.01%
13F Shares 179M 170M 5.61%
Total Value $18.31B $17.38B 5.35%
New Positions 135 107 +28
Increased Positions 421 387 +34
Closed Positions 94 108 -14
Reduced Positions 430 431 -1
Total Calls 18 21 -14.29%
Total Puts 17 23 -26.09%
PUT/CALL Ratio 0.94 1.1 Neutral

Statistics: TROW

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

1K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in TROW. Verified SEC 13F-HR filings.

Top 25 institutional holders of TROW — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 L.K. Benson & Company, P.C. 41.68% 1,398,751 $126.1M
2 ANCHYRA PARTNERS LLC 12.64% 462,196 $41.7M
3 PROVIDENT TRUST CO 3.87% 2,052,829 $185.0M
4 R.H. Dinel Investment Counsel, Inc. 2.76% 37,850 $3.4M
5 Martin Capital Partners, LLC 1.85% 55,104 $5K
6 Keystone Financial Planning, Inc. 1.65% 68,518 $6.2M
7 Lafayette Investments, Inc. 1.57% 85,810 $7.7M
8 GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 1.38% 7,838
9 CONFLUENCE INVESTMENT MANAGEMENT LLC 1.35% 963,167 $86.8M
10 ARGA Investment Management, LP 1.31% 441,866 $39.8M
11 Capricorn Fund Managers Ltd 1.17% 83,475 $7.5M
12 DONALDSON CAPITAL MANAGEMENT, LLC 1.17% 400,523 $36.1M
13 Exeter Financial, LLC 1.04% 28,140 $2.5M
14 HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 0.98% 81,980 $7K
15 Thrive Capital Management, LLC 0.94% 47,756 $4.3M
16 SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 0.92% 132,841 $12.0M
17 Carolina Wealth Advisors, LLC 0.90% 23,980 $2.2M
18 Cardinal Capital Management 0.85% 72,993 $6.6M
19 Ridgewood Investments LLC 0.84% 22,886 $2.1M
20 Hamrick Investment Counsel, llc 0.84% 11,020 $1.1M
21 FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 0.73% 90,161 $8.1M
22 Sky Investment Group LLC 0.70% 45,444 $4.1M
23 Cornerstone Advisory, LLC 0.68% 80,034 $7.2M
24 Wolfstich Capital, LLC 0.66% 8,462 $753K
25 Steigerwald, Gordon & Koch Inc. 0.65% 70,715 $6.4M
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — PRICE T ROWE GROUP INC (TROW)

What does the Smart Money Trend signal show for TROW?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added TROW than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for TROW?

Slight buying edge — 52% buying: Last quarter: 518 funds bought or added vs 478 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for TROW holders?

Elite ownership — 57% AUM from top-100 funds: 41 of 1034 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in TROW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held TROW?

71% of holders stayed for 2+ years: 736 out of 1,034 hedge funds have held TROW for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.