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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Peconic Partners LLC | 228 | $45.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 225 | $45.0K | 0.01% | +16+7.7% | Added |
| Private Ocean, LLC | 233 | $46.0K | 0.01% | −24−9.3% | Reduced |
| Trustcore Financial Services, LLC | 234 | $46.0K | 0.00% | +1+0.4% | Added |
| North Star Investment Management Corp. | 240 | $48.0K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 261 | $52.0K | 0.01% | +1+0.4% | Added |
| Concord Wealth Partners | 265 | $52.0K | 0.01% | +24+10.0% | Added |
| Fred Alger Management, LLC | 269 | $53.0K | 0.00% | +269 | New |
| Key Financial Inc | 272 | $56.0K | 0.03% | +129+90.2% | Added |
| First Horizon Advisors, Inc. | 291 | $57.0K | 0.00% | −42−12.6% | Reduced |
| HHM Wealth Advisors, LLC | 289 | $57.0K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 288 | $57.0K | 0.00% | +28+10.8% | Added |
| Montag A & Associates Inc | 290 | $57.0K | 0.00% | +125+75.8% | Added |
| Filbrandt Wealth Management, LLC | 300 | $59.0K | 0.03% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 320 | $63.0K | 0.01% | +2+0.6% | Added |
| Piscataqua Savings Bank | 316 | $63.0K | 0.05% | 00.0% | Unchanged |
| MCF Advisors LLC | 321 | $64.0K | 0.01% | −11−3.3% | Reduced |
| Carolinas Wealth Consulting LLC | 321 | $65.0K | 0.01% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 342 | $68.0K | 0.04% | −1,048−75.4% | Reduced |
| Dividend Assets Capital, LLC | 345 | $68.0K | 0.01% | −30−8.0% | Reduced |
| American National Bank | 341 | $68.0K | 0.01% | +213+166.4% | Added |
| Asahi Life Asset Management Co., Ltd. | 350 | $69.0K | 0.01% | +350 | New |
| Parkside Financial Bank & Trust | 368 | $72.0K | 0.02% | +17+4.8% | Added |
| Plante Moran Financial Advisors, LLC | 374 | $74.0K | 0.02% | −31−7.7% | Reduced |
| D'Orazio & Associates, Inc. | 377 | $75.0K | 0.02% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 381 | $77.0K | 0.01% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 431 | $85.0K | 0.00% | +367+573.4% | Added |
| Norway Savings Bank | 435 | $86.0K | 0.04% | −70−13.9% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 506 | $87.0K | 0.01% | +506 | New |
| FAI Wealth Management | 450 | $89.0K | 0.08% | 00.0% | Unchanged |
| State of Wyoming | 448 | $89.0K | 0.06% | +448 | New |
| Smithfield Trust Co | 479 | $94.0K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 477 | $94.0K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 479 | $95.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 483 | $96.0K | 0.02% | +43+9.8% | Added |
| Rosenberg Matthew Hamilton | 497 | $98.0K | 0.05% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 500 | $99.0K | 0.06% | −600−54.5% | Reduced |
| Hoover Financial Advisors, Inc. | 594 | $117.0K | 0.02% | −7−1.2% | Reduced |
| Addison Advisors LLC | 608 | $120.0K | 0.10% | +608 | New |
| West Branch Capital LLC | 610 | $121.0K | 0.06% | +610 | New |
| Acropolis Investment Management, LLC | 629 | $125.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 633 | $125.0K | 0.00% | +212+50.4% | Added |
| Roble, Belko & Company, Inc | 660 | $131.0K | 0.03% | 00.0% | Unchanged |
| Clean Yield Group | 700 | $139.0K | 0.05% | +700 | New |
| American Portfolios Advisors | 704 | $139.4K | 0.01% | −4,267−85.8% | Reduced |
| Laurel Wealth Advisors LLC | 705 | $140.0K | 0.03% | 00.0% | Unchanged |
| TFC Financial Management | 707 | $140.0K | 0.05% | 00.0% | Unchanged |
| First Mercantile Trust Co | 710 | $141.0K | 0.02% | −2,070−74.5% | Reduced |
| Harvest Fund Management Co., Ltd | 707 | $141.0K | 0.02% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 761 | $150.0K | 0.02% | +54+7.6% | Added |
| CX Institutional | 759 | $150.0K | 0.01% | +145+23.6% | Added |
| Proequities, Inc. | 760 | $153.0K | 0.01% | +180+31.0% | Added |
| Kings Point Capital Management | 818 | $162.0K | 0.01% | +618+309.0% | Added |
| Twin Tree Management, LP | 853 | $169.0K | 0.01% | +853 | New |
| Lowe Wealth Advisors, LLC | 860 | $170.0K | 0.08% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 874 | $173.0K | 0.04% | 00.0% | Unchanged |
| HM Payson & Co | 877 | $174.0K | 0.00% | +1+0.1% | Added |
| Jacobi Capital Management LLC | 896 | $177.0K | 0.02% | −98−9.9% | Reduced |
| Salem Investment Counselors Inc | 900 | $178.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 904 | $179.0K | 0.01% | +46+5.4% | Added |
| Alpha Paradigm Partners, LLC | 964 | $191.0K | 0.07% | +74+8.3% | Added |
| Sargent Bickham Lagudis LLC | 1,001 | $198.0K | 0.02% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 1,012 | $200.0K | 0.06% | −11,200−91.7% | Reduced |
| King Luther Capital Management Corp | 1,016 | $201.0K | 0.00% | +1,016 | New |
| Burke & Herbert Bank & Trust Co | 1,013 | $201.0K | 0.13% | +1,013 | New |
| Flputnam Investment Management Co | 1,028 | $204.0K | 0.01% | +1,028 | New |
| Regent Peak Wealth Advisors LLC | 998 | $204.0K | 0.06% | +998 | New |
| Rodgers Brothers Inc. | 1,038 | $205.0K | 0.04% | +1,038 | New |
| Cutler Group LP | 1,037 | $205.0K | 0.02% | +1,037 | New |
| Ropes Wealth Advisors LLC | 1,037 | $205.0K | 0.03% | +1,037 | New |
| First United Bank Trust | 1,042 | $206.0K | 0.09% | +1,042 | New |
| AlphaCrest Capital Management LLC | 1,045 | $207.0K | 0.01% | −8,708−89.3% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 1,045 | $207.0K | 0.01% | +1,045 | New |
| Investment Counselors of Maryland LLC | 1,050 | $208.0K | 0.00% | 00.0% | Unchanged |
| German American Bancorp, Inc. | 1,052 | $208.0K | 0.03% | +1,052 | New |
| Coldstream Capital Management Inc | 1,064 | $211.0K | 0.01% | +1,064 | New |
| SkyOak Wealth, LLC | 1,066 | $211.0K | 0.06% | +1,066 | New |
| Evermay Wealth Management LLC | 1,072 | $212.0K | 0.04% | +1,072 | New |
| Girard Partners Ltd. | 1,077 | $213.0K | 0.03% | +1,077 | New |
| NVWM, LLC | 1,080 | $214.0K | 0.08% | 00.0% | Unchanged |
| Equitable Trust Co | 1,090 | $216.0K | 0.01% | +1,090 | New |
| Intrust Bank NA | 1,094 | $217.0K | 0.03% | +1,094 | New |
| Mount Vernon Associates Inc | 1,100 | $218.0K | 0.20% | +1,100 | New |
| Cadinha & Co LLC | 1,100 | $218.0K | 0.03% | +1,100 | New |
| Dowling & Yahnke LLC | 1,110 | $220.0K | 0.01% | +1,110 | New |
| Financial Management Network Inc | 1,080 | $220.0K | 0.11% | +1,080 | New |
| Bremer Bank National Association | 1,118 | $221.0K | 0.05% | −87−7.2% | Reduced |
| IMS Capital Management | 1,126 | $223.0K | 0.13% | +1,126 | New |
| Bank of Stockton | 1,130 | $224.0K | 0.07% | −100−8.1% | Reduced |
| Ancora Advisors, LLC | 1,130 | $224.0K | 0.01% | +6+0.5% | Added |
| Parsec Financial Management, Inc. | 1,129 | $224.0K | 0.01% | +1,129 | New |
| Stock Yards Bank & Trust Co | 1,140 | $226.0K | 0.01% | −500−30.5% | Reduced |
| Barrett Asset Management, LLC | 1,150 | $228.0K | 0.01% | +650+130.0% | Added |
| Choate Investment Advisors | 1,160 | $229.0K | 0.01% | −2,735−70.2% | Reduced |
| Wealthsource Partners, LLC | 1,155 | $229.0K | 0.02% | +1,155 | New |
| F/M Investments LLC | 1,155 | $229.0K | 0.18% | +1,155 | New |
| Diversified Trust Co | 1,169 | $231.0K | 0.01% | −406−25.8% | Reduced |
| 55I, LLC | 1,171 | $232.0K | 0.01% | +1,171 | New |
| Koshinski Asset Management, Inc. | 1,176 | $233.0K | 0.03% | +1,176 | New |
| BBVA USA | 1,181 | $234.0K | 0.01% | +1,181 | New |