Price T Rowe Group Inc

TROW

Exchange: Nasdaq
Industry: Investment Advice
SEC CIK: 0001113169

SEC filings (opens in a new tab)

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, Q2 2021

Institutional positions in Price T Rowe Group Inc as of Jun 30, 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: 1,079; +52 vs. Q1 2021
Shares held: 163.9M; +4.49M (+2.8%) vs. Q1 2021
Total value: $32.5B; +$5.12B (+18.7%) vs. Q1 2021
New holders: 118; 393 more added
Sold out: 66; 380 more reduced

12 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: new holders, sold out and not filed yet

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 holdersQ2 2021: 1,079 institutions

Value heldQ2 2021: $32.5B

Institutions holding TROW and their total value by quarter
Quarter	Holders	Value
Q2 2026	1,171	$21.6B
Q1 2026	1,094	$16.8B
Q4 2025	1,128	$18.8B
Q3 2025	1,081	$17.7B
Q2 2025	1,077	$17.0B
Q1 2025	1,087	$15.8B
Q4 2024	1,128	$19.4B
Q3 2024	1,055	$18.0B
Q2 2024	1,070	$18.8B
Q1 2024	1,055	$20.0B
Q4 2023	1,058	$17.7B
Q3 2023	1,017	$17.7B
Q2 2023	1,019	$19.3B
Q1 2023	1,013	$19.8B
Q4 2022	1,024	$19.1B
Q3 2022	1,004	$18.1B
Q2 2022	1,046	$19.2B
Q1 2022	1,104	$24.7B
Q4 2021	1,150	$32.0B
Q3 2021	1,121	$32.2B
Q2 2021	1,079	$32.5B
Q1 2021	1,039	$27.5B

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding Price T Rowe Group Inc; share changes are against Q1 2021.

Institutions holding TROW in Q2 2021
Institution	Shares	Value	% of portfolio	Change in shares	Action
Farmers National Bank	10,152	$0	–	+933+10.1%	Added
Lenox Wealth Advisors, LLC	2	$0	0.00%	00.0%	Unchanged
SOA Wealth Advisors, LLC.	4	$0	0.00%	−1−20.0%	Reduced
WestEnd Advisors, LLC	–	$593	0.00%	–	New
Sterling Investment Advisors, Ltd.	7	$1.00K	0.00%	+7	New
PEAK6 Investments LLC	3	$1.00K	0.00%	+3	New
TSFG, LLC	7	$1.00K	0.00%	+7	New
Tucker Asset Management LLC	7	$1.39K	0.00%	00.0%	Unchanged
Global Financial Private Client, LLC	8	$1.60K	0.00%	00.0%	Unchanged
Aspire Private Capital, LLC	12	$2.00K	0.00%	−134−91.8%	Reduced
Standard Family Office LLC	10	$2.00K	0.00%	00.0%	Unchanged
ClariVest Asset Management LLC	8	$2.00K	0.00%	00.0%	Unchanged
BerganKDV Wealth Management, LLC	8	$2.00K	0.00%	00.0%	Unchanged
Acima Private Wealth, LLC	17	$3.00K	0.00%	00.0%	Unchanged
Bellwether Advisors, LLC	19	$3.00K	0.00%	00.0%	Unchanged
AdvisorNet Financial, Inc	14	$3.00K	0.00%	00.0%	Unchanged
Versant Capital Management, Inc	13	$3.00K	0.00%	00.0%	Unchanged
Lloyd Advisory Services, LLC.	14	$3.00K	0.00%	00.0%	Unchanged
Ford Financial Group, LLC	16	$3.00K	0.00%	+16	New
Baystate Wealth Management LLC	21	$4.00K	0.00%	00.0%	Unchanged
Providence Capital Advisors, LLC	21	$4.00K	0.00%	00.0%	Unchanged
Copeland Capital Management, LLC	20	$4.00K	0.00%	00.0%	Unchanged
Winch Advisory Services, LLC	20	$4.00K	0.00%	00.0%	Unchanged
Close Asset Management Ltd	20	$4.00K	0.00%	00.0%	Unchanged
Security National Trust Co	25	$5.00K	0.00%	−2,645−99.1%	Reduced
Edmond de Rothschild Holding S.A.	31	$6.00K	0.00%	−2,230−98.6%	Reduced
KB Financial Partners, LLC	29	$6.00K	0.00%	00.0%	Unchanged
Hudock, Inc.	32	$6.00K	0.00%	+6+23.1%	Added
Gradient Investments LLC	31	$6.00K	0.00%	+31	New
West Paces Advisors Inc.	35	$6.93K	0.00%	00.0%	Unchanged
Raffa Wealth Management, LLC	36	$7.13K	0.00%	00.0%	Unchanged
Motco	40	$8.00K	0.00%	00.0%	Unchanged
Sugarloaf Wealth Management, LLC	38	$8.00K	0.00%	00.0%	Unchanged
Cedar Wealth Management, LLC	40	$8.00K	0.00%	00.0%	Unchanged
Sutton Wealth Advisors Inc.	42	$8.31K	0.00%	00.0%	Unchanged
Sittner & Nelson, LLC	43	$9.00K	0.01%	00.0%	Unchanged
Resolute Partners Group	45	$9.00K	0.00%	00.0%	Unchanged
Investment Research & Advisory Group, Inc.	44	$9.00K	0.01%	+44	New
HC Financial Advisors Inc	50	$10.0K	0.01%	00.0%	Unchanged
Washington Trust Co	50	$10.0K	0.00%	00.0%	Unchanged
San Francisco Sentry Investment Group (Ca)	50	$10.0K	0.01%	00.0%	Unchanged
BDO Wealth Advisors, LLC	53	$10.0K	0.00%	00.0%	Unchanged
Mark Sheptoff Financial Planning, LLC	48	$10.0K	0.01%	00.0%	Unchanged
Optimum Investment Advisors	50	$10.0K	0.00%	+50	New
Vigilant Capital Management, LLC	53	$10.0K	0.00%	+53	New
McIlrath & Eck, LLC	50	$10.0K	0.00%	+50	New
Evolution Wealth Advisors, LLC	58	$11.0K	0.00%	00.0%	Unchanged
Bogart Wealth, LLC	60	$12.0K	0.00%	−156−72.2%	Reduced
Loomis Sayles & Co L P	62	$12.0K	0.00%	00.0%	Unchanged
Creative Financial Designs Inc	60	$12.0K	0.00%	00.0%	Unchanged
FormulaFolio Investments, LLC	68	$13.0K	0.00%	00.0%	Unchanged
Investors Research Corp	65	$13.0K	0.00%	00.0%	Unchanged
Avion Wealth	73	$14.0K	0.00%	00.0%	Unchanged
Pacitti Group Inc.	75	$14.0K	0.01%	00.0%	Unchanged
Bedel Financial Consulting, Inc.	75	$15.0K	0.01%	00.0%	Unchanged
SRS Capital Advisors, Inc.	75	$15.0K	0.00%	+75	New
Atlas Capital Advisors LLC	81	$16.0K	0.00%	+11+15.7%	Added
Better Money Decisions, LLC	88	$17.0K	0.02%	+1+1.1%	Added
Jones Financial Companies LLLP	91	$18.0K	0.00%	00.0%	Unchanged
Cranbrook Wealth Management, LLC	95	$19.0K	0.00%	00.0%	Unchanged
Hanson & Doremus Investment Management	152	$19.0K	0.01%	+152	New
Zions Bancorporation, N.A.	100	$20.0K	0.00%	−1,216−92.4%	Reduced
Lee Financial Co	100	$20.0K	0.00%	00.0%	Unchanged
Kistler-Tiffany Companies, LLC	100	$20.0K	0.00%	00.0%	Unchanged
Column Capital Advisors, LLC	100	$20.0K	0.00%	00.0%	Unchanged
Farmers & Merchants Trust Co of Chambersburg PA	100	$20.0K	0.01%	00.0%	Unchanged
Larson Financial Group LLC	100	$20.0K	0.00%	00.0%	Unchanged
MV Capital Management, Inc.	103	$20.0K	0.00%	+32+45.1%	Added
Ade, LLC	101	$20.0K	0.02%	+101	New
Eagle Bay Advisors LLC	101	$20.0K	0.02%	+101	New
HBC Financial Services, PLLC	111	$21.0K	0.01%	00.0%	Unchanged
Asset Dedication, LLC	107	$21.0K	0.00%	00.0%	Unchanged
Penserra Capital Management LLC	115	$22.0K	0.00%	−6,590−98.3%	Reduced
Earnest Partners LLC	118	$23.0K	0.00%	00.0%	Unchanged
Gemmer Asset Management LLC	115	$23.0K	0.00%	00.0%	Unchanged
Westside Investment Management, Inc.	130	$25.0K	0.00%	00.0%	Unchanged
Artemis Wealth Advisors, LLC	131	$26.0K	0.00%	+2+1.6%	Added
Prestige Wealth Management Group LLC	136	$27.0K	0.01%	−317−70.0%	Reduced
Fieldpoint Private Securities, LLC	130	$28.0K	0.01%	+99+319.4%	Added
Thompson Siegel & Walmsley LLC	147	$29.0K	0.00%	00.0%	Unchanged
Arkadios Wealth Advisors	150	$29.0K	0.00%	+150	New
Newbridge Financial Services Group, Inc.	147	$29.0K	0.02%	+147	New
Brewin Dolphin Ltd	149	$29.5K	0.00%	+100+204.1%	Added
Capital Directions Investment Advisors, LLC	150	$30.0K	0.01%	00.0%	Unchanged
First Personal Financial Services	150	$30.0K	0.01%	00.0%	Unchanged
Liberty Wealth Management LLC	170	$34.0K	0.01%	+2+1.2%	Added
Private Capital Group, LLC	173	$35.0K	0.01%	+26+17.7%	Added
Ellevest, Inc.	185	$37.0K	0.00%	+139+302.2%	Added
Red Door Wealth Management, LLC	193	$38.0K	0.01%	+193	New
Logan Capital Management Inc	198	$39.0K	0.00%	+198	New
Tarbox Family Office, Inc.	204	$40.0K	0.01%	00.0%	Unchanged
Adirondack Trust Co	200	$40.0K	0.02%	00.0%	Unchanged
Monetary Management Group Inc	200	$40.0K	0.01%	00.0%	Unchanged
PrairieView Partners, LLC	200	$40.0K	0.01%	00.0%	Unchanged
FinTrust Capital Advisors, LLC	207	$41.0K	0.01%	00.0%	Unchanged
Sound Income Strategies, LLC	206	$41.0K	0.01%	+187+984.2%	Added
CVA Family Office, LLC	215	$43.0K	0.01%	+60+38.7%	Added
Stonebridge Capital Advisors LLC	223	$44.0K	0.01%	00.0%	Unchanged
CNB Bank	224	$44.0K	0.03%	00.0%	Unchanged
Enterprise Financial Services Corp	226	$45.0K	0.01%	−778−77.5%	Reduced