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.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -17
Streak
1Q ▼
Buyers last Q
52%

Smart Money Signals — TROW

Based on 1095 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their TROW positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
1,095 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 (+31 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 52% buying

556 buying519 selling
Last quarter: 556 funds bought or added vs 519 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.
⚠️

Fewer new buyers each quarter (-19 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 122 → 111 → 143 → 124. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 17% medium ■ 14% new
749 out of 1,095 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

109 → 122 → 111 → 143 → 124 new funds/Q
New funds entering each quarter: 122 → 111 → 143 → 124. A growing number of institutions are discovering TROW each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 72% veterans vs 18% newcomers

■ 72% veterans ■ 10% 1-2yr ■ 18% new
Entry-cohort mix of 1,126 holders: 811 (72%) are 2+ year veterans, 107 entered 1–2 years ago, and 208 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
61 of 1089 holders are among the 100 largest funds by AUM, controlling 45% 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.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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.

Institutional Sentiment Summary — TROW

In 2026 Q1, 556 hedge funds were net buyers of TROW (124 opened a new position, 432 added to an existing one), while 519 reduced or exited (378 trimmed, 141 sold completely) — a 52% buyer ratio, indicating a slight buying edge. 45% of total institutional value in TROW is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -17 funds (more exits than new entries). Total institutional holders: 1095.

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.

Is It Too Late to Buy Price T Rowe Group Inc (TROW) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much TROW has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 82d ago
TROW
+19.4%
XLF
+8.5%

TROW outperformed XLF by +10.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
TROW
+5.5%
XLF
+4.8%

Since the filing became public, TROW outperformed XLF by +0.7% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

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

59 top-rated funds 4 high-conviction
Consensus
7.7
/ 10
breadth
×
Elite
3.1
/ 10
conviction
Hedge Fund Positioning: TROW
1K + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 1088 1112 -2.16%
13F Shares 187M 185M 1.0%
Total Value $16.67B $18.91B -11.89%
New Positions 121 143 -22
Increased Positions 425 393 +32
Closed Positions 145 93 +52
Reduced Positions 366 413 -47
Total Calls 17 18 -5.56%
Total Puts 20 18 11.11%
PUT/CALL Ratio 1.18 1.0 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.

QUARTER:
Top 25 TROW holders by conviction (% of portfolio weight) — 2026 Q1 · 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 Marathon Capital Management 12.93% 638,525 $57.6M
3 Anchyra Partners LLC 12.64% 462,196 $41.7M
4 Provident Trust Co 3.87% 2,052,829 $185.0M
5 PARK CIRCLE Co 3.68% 44,041 $4.0M
6 Windle Wealth, LLC 3.15% 82,686 $7.5M
7 R.H. Dinel Investment Counsel, Inc. 2.76% 37,850 $3.4M
8 Kerusso Capital Management LLC 1.80% 39,816 $3.6M
9 Kennondale Capital Management LLC 1.76% 27,039 $2.4M
10 Keystone Financial Planning, Inc. 1.65% 68,518 $6.2M
11 Hillman Capital Management, Inc. 1.62% 25,902 $2.3M
12 Lafayette Investments, Inc. 1.57% 85,810 $7.7M
13 Kinloch Capital, LLC 1.39% 37,945 $3.4M
14 Confluence Investment Management LLC 1.35% 963,167 $86.8M
15 AIMZ Investment Advisors, LLC 1.34% 48,278 $4.4M
16 ARGA Investment Management, LP 1.31% 441,866 $39.8M
17 Taylor Hoffman Capital Management LLC 1.28% 46,023 $4.1M
18 Capricorn Fund Managers Ltd 1.17% 83,475 $7.5M
19 Donaldson Capital Management, LLC 1.17% 400,523 $36.1M
20 Exeter Financial, LLC 1.04% 28,140 $2.5M
21 Fayez Sarofim & Co 1.02% 4,435,361 $399.8M
22 Robinson Value Management, Ltd. 1.00% 19,881 $1.8M
23 Commonwealth Retirement Investments LLC 0.96% 34,498 $3.1M
24 Thrive Capital Management, LLC 0.94% 47,756 $4.3M
25 Security National Bank of Sioux City Iowa /Ia/ 0.93% 17,394 $1.6M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their TROW positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for TROW?

Slight buying edge — 52% buying: Last quarter: 556 funds bought or added vs 519 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 — 45% AUM from top-100 funds: 61 of 1089 holders are among the 100 largest funds by AUM, controlling 45% 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?

68% of holders stayed for 2+ years: 749 out of 1,095 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.

Is it too late to buy Price T Rowe Group Inc (TROW) following the 2026 Q1 hedge fund 13F filings?

As of today, TROW has moved +5.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of +0.7%. Since the quarter end (March 31, 2026), TROW has gained +19.4% vs +8.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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