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Price T Rowe Group Inc

TROW
Exchange
Nasdaq
Industry
Investment Advice
SEC CIK
0001113169

In the last 90 days, Price T Rowe Group Inc insiders filed 0 open-market purchases and 1 sale; 1,171 institutions reported holding it in 13F filings for Q2 2026, worth $21.6B in total; Markel Group is the only superinvestor holding it.

13F holders, Q1 2021

Institutional positions in Price T Rowe Group Inc as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
1,039
No complete 13F data for Q4 2020
Shares held
160.3M
No complete 13F data for Q4 2020
Total value
$27.5B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting TROW on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 1,039 institutions
Q1 2021: 1,039 institutionsQ2 2021: 1,079 institutionsQ3 2021: 1,121 institutionsQ4 2021: 1,150 institutionsQ1 2022: 1,104 institutionsQ2 2022: 1,046 institutionsQ3 2022: 1,004 institutionsQ4 2022: 1,024 institutionsQ1 2023: 1,013 institutionsQ2 2023: 1,019 institutionsQ3 2023: 1,017 institutionsQ4 2023: 1,058 institutionsQ1 2024: 1,055 institutionsQ2 2024: 1,070 institutionsQ3 2024: 1,055 institutionsQ4 2024: 1,128 institutionsQ1 2025: 1,087 institutionsQ2 2025: 1,077 institutionsQ3 2025: 1,081 institutionsQ4 2025: 1,128 institutionsQ1 2026: 1,094 institutionsQ2 2026: 1,171 institutions
Value heldQ1 2021: $27.5B
Q1 2021: $27.5BQ2 2021: $32.5BQ3 2021: $32.2BQ4 2021: $32.0BQ1 2022: $24.7BQ2 2022: $19.2BQ3 2022: $18.1BQ4 2022: $19.1BQ1 2023: $19.8BQ2 2023: $19.3BQ3 2023: $17.7BQ4 2023: $17.7BQ1 2024: $20.0BQ2 2024: $18.8BQ3 2024: $18.0BQ4 2024: $19.4BQ1 2025: $15.8BQ2 2025: $17.0BQ3 2025: $17.7BQ4 2025: $18.8BQ1 2026: $16.8BQ2 2026: $21.6B
Institutions holding TROW and their total value by quarter
QuarterHoldersValue
Q2 20261,171$21.6B
Q1 20261,094$16.8B
Q4 20251,128$18.8B
Q3 20251,081$17.7B
Q2 20251,077$17.0B
Q1 20251,087$15.8B
Q4 20241,128$19.4B
Q3 20241,055$18.0B
Q2 20241,070$18.8B
Q1 20241,055$20.0B
Q4 20231,058$17.7B
Q3 20231,017$17.7B
Q2 20231,019$19.3B
Q1 20231,013$19.8B
Q4 20221,024$19.1B
Q3 20221,004$18.1B
Q2 20221,046$19.2B
Q1 20221,104$24.7B
Q4 20211,150$32.0B
Q3 20211,121$32.2B
Q2 20211,079$32.5B
Q1 20211,039$27.5B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Price T Rowe Group Inc.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding TROW in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Lenox Wealth Advisors, LLC2$00.00%––
SOA Wealth Advisors, LLC.5$00.00%––
FIL Ltd8$1.00K0.00%––
ClariVest Asset Management LLC8$1.00K0.00%––
Nelson, Van Denburg & Campbell Wealth Management Group, LLC8$1.00K0.00%––
BerganKDV Wealth Management, LLC8$1.00K0.00%––
Tucker Asset Management LLC7$1.20K0.00%––
Global Financial Private Client, LLC8$1.39K0.00%––
AdvisorNet Financial, Inc14$2.00K0.00%––
Versant Capital Management, Inc13$2.00K0.00%––
Lloyd Advisory Services, LLC.14$2.00K0.00%––
Standard Family Office LLC10$2.00K0.00%––
Wealthcare Capital Management LLC15$3.00K0.00%––
Copeland Capital Management, LLC20$3.00K0.00%––
Winch Advisory Services, LLC20$3.00K0.00%––
MPS Loria Financial Planners, LLC23$3.00K0.00%––
Close Asset Management Ltd20$3.00K0.00%––
Acima Private Wealth, LLC17$3.00K0.00%––
Moser Wealth Advisors, LLC15$3.00K0.00%––
Bellwether Advisors, LLC19$3.00K0.00%––
Sound Income Strategies, LLC19$3.26K0.00%––
Hudock, Inc.26$4.00K0.00%––
Baystate Wealth Management LLC21$4.00K0.00%––
Providence Capital Advisors, LLC21$4.00K0.00%––
Valley Brook Capital Group24$4.00K0.00%––
Fieldpoint Private Securities, LLC31$5.00K0.00%––
RWM Asset Management, LLC29$5.00K0.00%––
KB Financial Partners, LLC29$5.00K0.00%––
Savior LLC35$6.00K0.01%––
Resolute Partners Group45$6.00K0.00%––
West Paces Advisors Inc.35$6.01K0.00%––
Raffa Wealth Management, LLC36$6.18K0.00%––
Motco40$7.00K0.00%––
Altshuler Shaham Ltd40$7.00K0.00%––
Sugarloaf Wealth Management, LLC38$7.00K0.00%––
Cedar Wealth Management, LLC40$7.00K0.00%––
Meridian Wealth Partners, LLC40$7.00K0.00%––
Sittner & Nelson, LLC43$7.00K0.01%––
Sutton Wealth Advisors Inc.42$7.21K0.00%––
Tompkins Financial Corp44$8.00K0.00%––
Mark Sheptoff Financial Planning, LLC48$8.00K0.00%––
Ellevest, Inc.46$8.00K0.00%––
Brewin Dolphin Ltd49$8.41K0.00%––
HC Financial Advisors Inc50$9.00K0.01%––
Washington Trust Co50$9.00K0.00%––
San Francisco Sentry Investment Group (Ca)50$9.00K0.00%––
BDO Wealth Advisors, LLC53$9.00K0.00%––
Creative Financial Designs Inc60$10.0K0.00%––
TD Ameritrade Investment Management, LLC64$10.0K0.00%––
Evolution Wealth Advisors, LLC58$10.0K0.00%––
Sofos Investments, Inc.61$10.6K0.22%––
Loomis Sayles & Co L P62$11.0K0.00%––
Hillsdale Investment Management Inc.65$11.0K0.00%––
Investors Research Corp65$11.0K0.00%––
MV Capital Management, Inc.71$12.0K0.00%––
Pacitti Group Inc.75$12.0K0.01%––
Atlas Capital Advisors LLC70$12.0K0.00%––
FormulaFolio Investments, LLC68$13.0K0.00%––
Bedel Financial Consulting, Inc.75$13.0K0.01%––
Avion Wealth73$13.0K0.00%––
Better Money Decisions, LLC87$15.0K0.02%––
Jones Financial Companies LLLP91$16.0K0.00%––
Cranbrook Wealth Management, LLC95$16.0K0.00%––
Gables Capital Management Inc.95$16.0K0.01%––
Lee Financial Co100$17.0K0.00%––
Kistler-Tiffany Companies, LLC100$17.0K0.00%––
Column Capital Advisors, LLC100$17.0K0.00%––
Mascoma Wealth Management LLC100$17.0K0.01%––
Farmers & Merchants Trust Co of Chambersburg PA100$17.0K0.01%––
Larson Financial Group LLC100$17.0K0.01%––
Asset Dedication, LLC107$18.0K0.00%––
HBC Financial Services, PLLC111$19.7K0.01%––
Earnest Partners LLC118$20.0K0.00%––
Gemmer Asset Management LLC115$20.0K0.00%––
Atwood & Palmer Inc125$21.0K0.00%––
CSat Investment Advisory, L.P.121$21.0K0.02%––
American National Bank128$22.0K0.01%––
Westside Investment Management, Inc.130$22.0K0.00%––
Artemis Wealth Advisors, LLC129$22.0K0.00%––
Sun Life Financial INC135$23.0K0.00%––
Sage Financial Management Group, Inc.140$24.0K0.02%––
Thompson Siegel & Walmsley LLC147$25.0K0.00%––
Private Capital Group, LLC147$25.0K0.01%––
Aspire Private Capital, LLC146$25.0K0.01%––
Key Financial Inc143$25.0K0.02%––
Capital Directions Investment Advisors, LLC150$26.0K0.01%––
First Personal Financial Services150$26.0K0.01%––
Liberty Wealth Management LLC168$26.0K0.01%––
CVA Family Office, LLC155$27.0K0.01%––
Montag A & Associates Inc165$28.0K0.00%––
Adirondack Trust Co200$34.0K0.02%––
Monetary Management Group Inc200$34.0K0.01%––
Kings Point Capital Management200$34.0K0.00%––
PrairieView Partners, LLC200$34.0K0.01%––
Tarbox Family Office, Inc.204$35.0K0.01%––
FinTrust Capital Advisors, LLC207$36.0K0.01%––
Glassman Wealth Services209$36.0K0.01%––
Bogart Wealth, LLC216$37.0K0.01%––
Stonebridge Capital Advisors LLC223$38.0K0.01%––
CNB Bank224$38.0K0.03%––