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 |
|---|---|---|---|---|---|
| FFT Wealth Management LLC | 1,186 | $235.0K | 0.05% | +1,186 | New |
| Buckingham Strategic Wealth, LLC | 1,196 | $237.0K | 0.01% | −12−1.0% | Reduced |
| Cobblestone Capital Advisors LLC | 1,200 | $238.0K | 0.02% | 00.0% | Unchanged |
| Teza Capital Management LLC | 1,204 | $238.0K | 0.04% | +1,204 | New |
| Cohen Lawrence B | 1,217 | $241.0K | 0.12% | −8,242−87.1% | Reduced |
| Ethic Inc. | 1,216 | $241.0K | 0.03% | +1,216 | New |
| Alpha Cubed Investments, LLC | 1,223 | $242.0K | 0.02% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 1,136 | $245.0K | 0.02% | +1,136 | New |
| Deseret Mutual Benefit Administrators | 1,236 | $245.0K | 0.06% | +1,236 | New |
| Sequoia Financial Advisors, LLC | 1,242 | $246.0K | 0.01% | +24+2.0% | Added |
| Pathstone Family Office, LLC | 1,246 | $247.0K | 0.01% | +1,246 | New |
| SignalPoint Asset Management, LLC | 1,255 | $248.0K | 0.08% | 00.0% | Unchanged |
| Balentine LLC | 1,254 | $248.0K | 0.01% | +1,254 | New |
| Marietta Wealth Management, LLC | 1,260 | $249.0K | 0.06% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 1,257 | $249.0K | 0.02% | +1,257 | New |
| Destination Wealth Management | 1,264 | $250.0K | 0.01% | −71−5.3% | Reduced |
| JJJ Advisors Inc. | 1,262 | $250.0K | 0.09% | +71+6.0% | Added |
| Grove Bank & Trust | 1,266 | $251.0K | 0.05% | −8−0.6% | Reduced |
| Altshuler Shaham Ltd | 1,251 | $251.0K | 0.00% | +1,211+3,027.5% | Added |
| S.A. Mason LLC | 1,275 | $252.0K | 0.17% | 00.0% | Unchanged |
| Arabesque Asset Management Ltd | 1,279 | $253.0K | 0.11% | −3,986−75.7% | Reduced |
| Canandaigua National Corp | 1,277 | $253.0K | 0.04% | −5−0.4% | Reduced |
| Lebenthal Global Advisors, LLC | 1,280 | $253.0K | 0.14% | +1,280 | New |
| Weil Company, Inc. | 1,284 | $254.0K | 0.13% | +7+0.5% | Added |
| Good Life Advisors, LLC | 1,289 | $255.0K | 0.05% | −2,177−62.8% | Reduced |
| Orion Portfolio Solutions, LLC | 1,291 | $256.0K | 0.01% | +118+10.1% | Added |
| Azimuth Capital Management LLC | 1,310 | $259.0K | 0.01% | +10+0.8% | Added |
| Grandfield & Dodd, LLC | 1,334 | $260.0K | 0.02% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 1,314 | $260.0K | 0.04% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 1,315 | $260.0K | 0.17% | +7+0.5% | Added |
| Exchange Traded Concepts, LLC | 1,313 | $260.0K | 0.01% | +1,313 | New |
| Lido Advisors, LLC | 1,311 | $262.0K | 0.01% | −178−12.0% | Reduced |
| Access Financial Services, Inc. | 1,321 | $262.0K | 0.12% | +1,321 | New |
| Argent Advisors, Inc. | 1,326 | $263.0K | 0.16% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,327 | $263.0K | 0.02% | +17+1.3% | Added |
| Valeo Financial Advisors, LLC | 1,361 | $269.0K | 0.02% | −3−0.2% | Reduced |
| Beacon Pointe Advisors, LLC | 1,376 | $272.0K | 0.01% | +1,376 | New |
| Diversified, LLC | 1,380 | $273.0K | 0.15% | +8+0.6% | Added |
| Market Street Wealth Management Advisors LLC | 1,382 | $274.0K | 0.12% | 00.0% | Unchanged |
| Versor Investments LP | 1,400 | $277.0K | 0.01% | −4,299−75.4% | Reduced |
| Boston Research & Management Inc | 1,418 | $280.0K | 0.08% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 1,421 | $281.0K | 0.01% | +28+2.0% | Added |
| Sawtooth Solutions, LLC | 1,424 | $282.0K | 0.06% | +1,424 | New |
| IFP Advisors, Inc | 1,411 | $283.0K | 0.01% | +653+86.1% | Added |
| Sonora Investment Management, LLC | 1,456 | $288.0K | 0.04% | +21+1.5% | Added |
| Slow Capital, Inc. | 1,463 | $290.0K | 0.05% | −168−10.3% | Reduced |
| Accel Wealth Management | 1,465 | $290.0K | 0.19% | +7+0.5% | Added |
| Shelton Capital Management | 1,478 | $293.0K | 0.01% | −1,100−42.7% | Reduced |
| Insight Folios Inc | 1,488 | $295.0K | 0.17% | +1,488 | New |
| Badgley Phelps & Bell Inc | 1,495 | $296.0K | 0.01% | −50−3.2% | Reduced |
| Summit Financial Group Inc | 1,500 | $297.0K | 0.11% | 00.0% | Unchanged |
| Zevin Asset Management LLC | 1,500 | $297.0K | 0.06% | 00.0% | Unchanged |
| Mercer Capital Advisers, Inc. | 1,500 | $297.0K | 0.15% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 1,488 | $298.0K | 0.04% | +1,488 | New |
| Perritt Capital Management Inc | 1,508 | $299.0K | 0.16% | −250−14.2% | Reduced |
| Investment Partners, Ltd. | 1,511 | $299.0K | 0.14% | −123−7.5% | Reduced |
| Cooper Financial Group | 1,510 | $299.0K | 0.06% | +1,510 | New |
| Tokio Marine Asset Management Co Ltd | 1,525 | $302.0K | 0.03% | +120+8.5% | Added |
| Global Retirement Partners, LLC | 1,530 | $303.0K | 0.03% | −71−4.4% | Reduced |
| Innovative Portfolios LLC | 1,536 | $304.0K | 2.10% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 1,545 | $306.0K | 0.12% | −65−4.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,548 | $306.0K | 0.08% | +50+3.3% | Added |
| Strategy Asset Managers LLC | 1,576 | $312.0K | 0.07% | +84+5.6% | Added |
| Carroll Financial Associates, Inc. | 1,588 | $314.0K | 0.02% | +11+0.7% | Added |
| Mitchell McLeod Pugh & Williams Inc | 1,603 | $317.0K | 0.12% | 00.0% | Unchanged |
| Bailard, Inc. | 1,599 | $317.0K | 0.01% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 1,610 | $319.0K | 0.25% | 00.0% | Unchanged |
| Tatro Capital, LLC | 1,618 | $320.0K | 0.22% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 1,628 | $322.0K | 0.04% | −30,218−94.9% | Reduced |
| YHB Investment Advisors, Inc. | 1,624 | $322.0K | 0.03% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 1,880 | $323.0K | 0.05% | 00.0% | Unchanged |
| City Holding Co | 1,640 | $325.0K | 0.06% | +502+44.1% | Added |
| Leisure Capital Management | 1,647 | $326.0K | 0.18% | 00.0% | Unchanged |
| 1st Source Bank | 1,671 | $331.0K | 0.02% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 1,676 | $332.0K | 0.11% | −15−0.9% | Reduced |
| Allred Capital Management, LLC | 1,688 | $334.0K | 0.17% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 1,691 | $335.0K | 0.11% | +480+39.6% | Added |
| Welch & Forbes LLC | 1,695 | $336.0K | 0.01% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 1,702 | $337.0K | 0.09% | −64−3.6% | Reduced |
| Stewart & Patten Co LLC | 1,700 | $337.0K | 0.05% | 00.0% | Unchanged |
| Braun Stacey Associates Inc | 1,700 | $337.0K | 0.01% | +1,700 | New |
| Foster & Motley Inc | 1,702 | $337.0K | 0.03% | +1,702 | New |
| Bank of New Hampshire | 1,700 | $337.0K | 0.09% | +1,700 | New |
| Wakefield Asset Management LLLP | 1,710 | $339.0K | 0.13% | −37−2.1% | Reduced |
| Bahl & Gaynor Inc | 1,716 | $340.0K | 0.00% | 00.0% | Unchanged |
| Sustainable Insight Capital Management, LLC | 1,719 | $340.0K | 0.20% | +26+1.5% | Added |
| Evergreen Capital Management LLC | 1,719 | $340.0K | 0.02% | +146+9.3% | Added |
| Citizens Financial Group Inc | 1,715 | $340.0K | 0.01% | +1,715 | New |
| Empowered Funds, LLC | 1,728 | $342.0K | 0.04% | +1,728 | New |
| V Wealth Advisors LLC | 1,738 | $344.0K | 0.05% | +106+6.5% | Added |
| Measured Wealth Private Client Group, LLC | 1,738 | $344.0K | 0.11% | +562+47.8% | Added |
| Aspen Investment Management Inc | 1,738 | $344.0K | 0.18% | +1,738 | New |
| Cipher Capital LP | 1,741 | $345.0K | 0.19% | +1,741 | New |
| Jefferies Group LLC | 1,746 | $345.7K | 0.01% | +1,746 | New |
| Mountain Pacific Investment Advisers Inc | 1,750 | $346.0K | 0.02% | −700−28.6% | Reduced |
| Gofen & Glossberg LLC | 1,745 | $346.0K | 0.01% | +101+6.1% | Added |
| Global Trust Asset Management, LLC | 1,750 | $346.0K | 0.16% | +1,750 | New |
| Pitcairn Co | 1,758 | $348.0K | 0.02% | +469+36.4% | Added |
| Integrated Wealth Concepts LLC | 1,766 | $350.0K | 0.01% | +10+0.6% | Added |
| Camden Capital, LLC | 1,766 | $350.0K | 0.08% | +105+6.3% | Added |