TROW — T. Rowe Price Group Inc Institutional Holders · Q3 2026

Name: Who Owns TROW? 53 Institutions Hold $156M (Q3 2026)
Creator: ko.io

Who owns T. Rowe Price Group Inc (TROW)? 53 institutions reported holding $156.49M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Confluence Investment Management LLC ($93.1M), Schaper Benz & Wise Investment Counsel Inc ($13.4M), Keystone Financial Planning, Inc. ($6.9M).

Rank	Institution	Value	Shares	Change
1	CONFLUENCE INVESTMENT MANAGEMENT LLC	$93.1M	894,846	Trimmed
2	SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI	$13.4M	129,190	Trimmed
3	Keystone Financial Planning, Inc.	$6.9M	66,572	Trimmed
4	Mn Services Vermogensbeheer B.V.	$6.6M	63,483	Hold
5	Martin Capital Partners, LLC	$5.8M	55,766	Trimmed
6	VALLEY WEALTH MANAGERS, INC.	$4.9M	47,301	Added
7	CONGRESS ASSET MANAGEMENT CO	$3.9M	37,771	Trimmed
8	Exeter Financial, LLC	$3.0M	28,400	Hold
9	TOTH FINANCIAL ADVISORY CORP	$2.7M	26,154	Trimmed
10	Farther Finance Advisors, LLC	$2.6M	24,518	Added
11	Ridgewood Investments LLC	$1.7M	16,768	Trimmed
12	Matrix Trust Co	$1.5M	14,405	Added
13	ROCKLAND TRUST CO	$1.2M	11,975	Added
14	Valeo Financial Advisors, LLC	$929,324	8,932	Trimmed
15	AMERICAN NATIONAL BANK & TRUST	$779,126	7,488	Trimmed
16	GAMMA Investing LLC	$752,282	7,230	Added
17	NEVILLE RODIE & SHAW INC	$632,000	6,075	Hold
18	Investors Research Corp	$599,848	5,765	Trimmed
19	Davis Capital Management	$478,942	4,603	Trimmed
20	City Center Advisors, LLC	$462,606	4,446	Added
21	Venture Visionary Partners LLC	$450,641	4,331	Added
22	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$418,385	4,021	Added
23	Graves Light Lenhart Wealth, Inc.	$392,164	3,769	Hold
24	Nautilus Advisors LLC	$382,567	3,677	Trimmed
25	Wedmont Private Capital	$326,761	3,135	Added

Source: SEC Form 13F filings · as of 2026-09-30