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 |
|---|---|---|---|---|---|
| Advisory Research Inc | 2,747 | $544.0K | 0.04% | −470−14.6% | Reduced |
| Cubist Systematic Strategies, LLC | 2,759 | $546.0K | 0.01% | −7,846−74.0% | Reduced |
| Barings LLC | 2,757 | $546.0K | 0.01% | −2,130−43.6% | Reduced |
| First Hawaiian Bank | 2,759 | $546.0K | 0.02% | −405−12.8% | Reduced |
| Stratos Wealth Advisors, LLC | 2,769 | $548.0K | 0.05% | −1,502−35.2% | Reduced |
| Zacks Investment Management | 2,781 | $550.0K | 0.01% | −33,555−92.3% | Reduced |
| Old National Bancorp | 2,806 | $556.0K | 0.02% | −46−1.6% | Reduced |
| Tortoise Investment Management, LLC | 2,819 | $558.0K | 0.12% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 3,271 | $561.0K | 0.05% | 00.0% | Unchanged |
| Homrich & Berg | 2,834 | $561.0K | 0.01% | −317−10.1% | Reduced |
| Guardian Wealth Advisors, LLC | 2,834 | $561.0K | 0.49% | −33−1.2% | Reduced |
| Krane Funds Advisors LLC | 2,843 | $563.0K | 0.02% | +340+13.6% | Added |
| Cambridge Trust Co | 2,860 | $566.0K | 0.02% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 2,857 | $566.0K | 0.31% | +37+1.3% | Added |
| Anchor Investment Management, LLC | 2,873 | $568.8K | 0.08% | +10.0% | Added |
| GWM Advisors LLC | 2,911 | $576.0K | 0.02% | +1,160+66.2% | Added |
| Ieq Capital, LLC | 2,916 | $577.0K | 0.02% | +1,008+52.8% | Added |
| Suncoast Equity Management | 2,945 | $583.0K | 0.08% | +215+7.9% | Added |
| Crawford Investment Counsel Inc | 2,980 | $590.0K | 0.01% | 00.0% | Unchanged |
| AGF Investments LLC | 3,010 | $596.0K | 0.06% | −8−0.3% | Reduced |
| Hudson Valley Investment Advisors Inc | 3,025 | $599.0K | 0.10% | 00.0% | Unchanged |
| Conning Inc. | 3,045 | $603.0K | 0.02% | −264−8.0% | Reduced |
| Avantax Advisory Services, Inc. | 3,046 | $605.0K | 0.01% | +208+7.3% | Added |
| Sound Financial Strategies Group, LLC | 3,085 | $611.0K | 0.30% | −658−17.6% | Reduced |
| GW Henssler & Associates Ltd | 3,095 | $613.0K | 0.04% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 3,130 | $620.0K | 0.21% | 00.0% | Unchanged |
| Jane Street Group, LLC | 3,135 | $621.0K | 0.00% | −15,632−83.3% | Reduced |
| Geneos Wealth Management Inc. | 3,057 | $622.0K | 0.02% | −169−5.2% | Reduced |
| HBK Sorce Advisory LLC | 3,151 | $624.0K | 0.03% | −815−20.5% | Reduced |
| Pinnacle Holdings, LLC | 3,167 | $627.0K | 0.29% | +3,167 | New |
| UBP Investment Advisors SA | 3,159 | $630.0K | 0.23% | −2,831−47.3% | Reduced |
| IHT Wealth Management, LLC | 3,195 | $633.0K | 0.04% | +1,699+113.6% | Added |
| Premier Asset Management LLC | 3,200 | $634.0K | 0.09% | −3,200−50.0% | Reduced |
| Clifford Swan Investment Counsel LLC | 3,020 | $634.0K | 0.02% | 00.0% | Unchanged |
| Essex Savings Bank | 3,314 | $634.0K | 0.25% | +1,000+43.2% | Added |
| Signaturefd, LLC | 3,260 | $645.0K | 0.03% | +282+9.5% | Added |
| Meeder Asset Management Inc | 3,263 | $646.0K | 0.03% | −6,856−67.8% | Reduced |
| Systematic Alpha Investments, LLC | 3,028 | $658.0K | 0.03% | +28+0.9% | Added |
| Middleton & Co Inc | 3,330 | $659.0K | 0.07% | −90−2.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 3,335 | $660.0K | 0.03% | +696+26.4% | Added |
| Johanson Financial Advisors, Inc. | 3,238 | $662.0K | 0.22% | +274+9.2% | Added |
| Summit Global Investments | 3,402 | $673.0K | 0.04% | −96−2.7% | Reduced |
| Strategic Blueprint, LLC | 3,415 | $676.0K | 0.11% | +182+5.6% | Added |
| Bryn Mawr Trust Co | 3,451 | $683.0K | 0.03% | +77+2.3% | Added |
| Capital Investment Counsel, Inc | 3,456 | $684.0K | 0.15% | +50+1.5% | Added |
| Donald L. Hagan, LLC | 3,460 | $685.0K | 0.40% | +146+4.4% | Added |
| Profund Advisors LLC | 3,469 | $687.0K | 0.02% | −144−4.0% | Reduced |
| Private Trust Co NA | 3,474 | $688.0K | 0.10% | 00.0% | Unchanged |
| Autus Asset Management, LLC | 3,485 | $690.0K | 0.08% | −450−11.4% | Reduced |
| ETF Managers Group, LLC | 3,500 | $692.0K | 0.01% | +88+2.6% | Added |
| Acadian Asset Management LLC | 3,532 | $699.0K | 0.00% | −5,994−62.9% | Reduced |
| Alps Advisors Inc | 3,542 | $701.0K | 0.01% | +680+23.8% | Added |
| Corient Capital Partners, LLC | 3,558 | $705.0K | 0.05% | +199+5.9% | Added |
| Ballentine Partners, LLC | 3,584 | $709.0K | 0.02% | +1,266+54.6% | Added |
| Eudaimonia Partners, LLC | 3,585 | $710.0K | 0.13% | +596+19.9% | Added |
| Lumature Wealth Partners, LLC | 3,618 | $716.0K | 0.30% | +756+26.4% | Added |
| Spire Wealth Management | 3,626 | $718.0K | 0.02% | +537+17.4% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,654 | $723.0K | 0.04% | +398+12.2% | Added |
| Mission Wealth Management, LP | 3,667 | $726.0K | 0.04% | −48−1.3% | Reduced |
| QS Investors, LLC | 3,676 | $728.0K | 0.01% | +62+1.7% | Added |
| Evoke Wealth, LLC | 3,685 | $730.0K | 0.03% | −3−0.1% | Reduced |
| Hilltop Holdings Inc. | 3,686 | $730.0K | 0.08% | +332+9.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,697 | $732.0K | 0.04% | +400+12.1% | Added |
| Peapack Gladstone Financial Corp | 3,788 | $750.0K | 0.02% | −187−4.7% | Reduced |
| Fundamentun, LLC | 3,795 | $751.0K | 0.21% | +486+14.7% | Added |
| Gladstone Institutional Advisory LLC | 3,841 | $760.0K | 0.09% | +1,922+100.2% | Added |
| National Asset Management, Inc. | 3,853 | $761.0K | 0.02% | +3,853 | New |
| Roberts Glore & Co Inc | 3,887 | $770.0K | 0.23% | 00.0% | Unchanged |
| Virtu Financial LLC | 3,923 | $777.0K | 0.08% | −3,048−43.7% | Reduced |
| Peachtree Investment Partners, LLC | 3,966 | $785.0K | 0.38% | +4+0.1% | Added |
| Minot Wealth Management LLC | 3,874 | $796.0K | 0.17% | +139+3.7% | Added |
| Miracle Mile Advisors, LLC | 4,022 | $796.0K | 0.04% | +740+22.5% | Added |
| Nicolet Bankshares Inc | 4,050 | $802.0K | 0.21% | −30−0.7% | Reduced |
| RMB Capital Management, LLC | 4,084 | $809.0K | 0.03% | +73+1.8% | Added |
| Brinker Capital Investments, LLC | 4,067 | $811.0K | 0.01% | +2,317+132.4% | Added |
| DAGCO, Inc. | 4,140 | $820.0K | 0.36% | −100−2.4% | Reduced |
| Stonnington Group, LLC | 4,231 | $844.0K | 0.19% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,278 | $847.0K | 0.02% | −42,518−90.9% | Reduced |
| Cypress Asset Management Inc | 4,300 | $851.0K | 0.22% | −100−2.3% | Reduced |
| Point72 Hong Kong Ltd | 4,309 | $853.0K | 0.06% | +4,309 | New |
| Sheets Smith Wealth Management | 4,381 | $867.0K | 0.12% | +15+0.3% | Added |
| Arrow Financial Corp | 4,399 | $870.0K | 0.11% | −105−2.3% | Reduced |
| Apollon Wealth Management, LLC | 4,402 | $871.0K | 0.16% | −2,007−31.3% | Reduced |
| Heritage Trust Co | 4,581 | $907.0K | 0.13% | −291−6.0% | Reduced |
| Midwest Professional Planners, LTD. | 4,607 | $912.0K | 0.48% | −2,727−37.2% | Reduced |
| Benjamin Edwards Inc | 4,639 | $918.0K | 0.63% | +4,639 | New |
| LSV Asset Management | 4,700 | $930.0K | 0.00% | −1,300−21.7% | Reduced |
| Venture Visionary Partners LLC | 4,711 | $932.0K | 0.07% | +4,711 | New |
| Compagnie Lombard Odier SCmA | 4,800 | $950.0K | 0.02% | +4,800 | New |
| Legacy Private Trust Co. | 4,826 | $955.0K | 0.08% | +440+10.0% | Added |
| Bridges Investment Management Inc | 4,850 | $960.0K | 0.03% | 00.0% | Unchanged |
| WBH Advisory Inc | 4,670 | $963.0K | 0.14% | 00.0% | Unchanged |
| Moody Aldrich Partners LLC | 4,882 | $966.0K | 0.14% | +4,882 | New |
| Contravisory Investment Management, Inc. | 4,888 | $968.0K | 0.29% | +270+5.8% | Added |
| Woodstock Corp | 4,952 | $980.0K | 0.12% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 4,960 | $982.0K | 0.02% | −625−11.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 4,988 | $987.0K | 0.09% | −8−0.2% | Reduced |
| Whittier Trust Co | 5,028 | $995.0K | 0.02% | 00.0% | Unchanged |
| Colony Group LLC | 5,043 | $998.0K | 0.02% | −255−4.8% | Reduced |
| Wedbush Securities Inc | 5,044 | $999.0K | 0.05% | −113−2.2% | Reduced |