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 |
|---|---|---|---|---|---|
| Evermay Wealth Management LLC | 1,072 | $212.0K | 0.04% | +1,072 | 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 |
| 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 |
| 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 |
| First United Bank Trust | 1,042 | $206.0K | 0.09% | +1,042 | 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 |
| 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 |
| 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 |
| Leelyn Smith, LLC | 1,012 | $200.0K | 0.06% | −11,200−91.7% | Reduced |
| Sargent Bickham Lagudis LLC | 1,001 | $198.0K | 0.02% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 964 | $191.0K | 0.07% | +74+8.3% | Added |
| Harbour Investments, Inc. | 904 | $179.0K | 0.01% | +46+5.4% | Added |
| Salem Investment Counselors Inc | 900 | $178.0K | 0.01% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 896 | $177.0K | 0.02% | −98−9.9% | Reduced |
| HM Payson & Co | 877 | $174.0K | 0.00% | +1+0.1% | Added |
| Lindbrook Capital, LLC | 874 | $173.0K | 0.04% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 860 | $170.0K | 0.08% | 00.0% | Unchanged |
| Twin Tree Management, LP | 853 | $169.0K | 0.01% | +853 | New |
| Kings Point Capital Management | 818 | $162.0K | 0.01% | +618+309.0% | Added |
| Proequities, Inc. | 760 | $153.0K | 0.01% | +180+31.0% | Added |
| Berman Capital Advisors, LLC | 761 | $150.0K | 0.02% | +54+7.6% | Added |
| CX Institutional | 759 | $150.0K | 0.01% | +145+23.6% | Added |
| 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 |
| Laurel Wealth Advisors LLC | 705 | $140.0K | 0.03% | 00.0% | Unchanged |
| TFC Financial Management | 707 | $140.0K | 0.05% | 00.0% | Unchanged |
| American Portfolios Advisors | 704 | $139.4K | 0.01% | −4,267−85.8% | Reduced |
| Clean Yield Group | 700 | $139.0K | 0.05% | +700 | New |
| Roble, Belko & Company, Inc | 660 | $131.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| West Branch Capital LLC | 610 | $121.0K | 0.06% | +610 | New |
| Addison Advisors LLC | 608 | $120.0K | 0.10% | +608 | New |
| Hoover Financial Advisors, Inc. | 594 | $117.0K | 0.02% | −7−1.2% | Reduced |
| Fortis Advisors, LLC | 500 | $99.0K | 0.06% | −600−54.5% | Reduced |
| Rosenberg Matthew Hamilton | 497 | $98.0K | 0.05% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 483 | $96.0K | 0.02% | +43+9.8% | Added |
| Webster Bank, N. A. | 479 | $95.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 479 | $94.0K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 477 | $94.0K | 0.01% | 00.0% | Unchanged |
| FAI Wealth Management | 450 | $89.0K | 0.08% | 00.0% | Unchanged |
| State of Wyoming | 448 | $89.0K | 0.06% | +448 | New |
| Eubel Brady & Suttman Asset Management Inc | 506 | $87.0K | 0.01% | +506 | New |
| Norway Savings Bank | 435 | $86.0K | 0.04% | −70−13.9% | Reduced |
| TD Ameritrade Investment Management, LLC | 431 | $85.0K | 0.00% | +367+573.4% | Added |
| Silvant Capital Management LLC | 381 | $77.0K | 0.01% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 377 | $75.0K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 374 | $74.0K | 0.02% | −31−7.7% | Reduced |
| Parkside Financial Bank & Trust | 368 | $72.0K | 0.02% | +17+4.8% | Added |
| Asahi Life Asset Management Co., Ltd. | 350 | $69.0K | 0.01% | +350 | New |
| 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 |
| Carolinas Wealth Consulting LLC | 321 | $65.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 321 | $64.0K | 0.01% | −11−3.3% | Reduced |
| Tradition Wealth Management, LLC | 320 | $63.0K | 0.01% | +2+0.6% | Added |
| Piscataqua Savings Bank | 316 | $63.0K | 0.05% | 00.0% | Unchanged |
| Filbrandt Wealth Management, LLC | 300 | $59.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| Key Financial Inc | 272 | $56.0K | 0.03% | +129+90.2% | Added |
| Fred Alger Management, LLC | 269 | $53.0K | 0.00% | +269 | New |
| 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 |
| North Star Investment Management Corp. | 240 | $48.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Enterprise Financial Services Corp | 226 | $45.0K | 0.01% | −778−77.5% | Reduced |
| Peconic Partners LLC | 228 | $45.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 225 | $45.0K | 0.01% | +16+7.7% | Added |
| Stonebridge Capital Advisors LLC | 223 | $44.0K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 224 | $44.0K | 0.03% | 00.0% | Unchanged |
| CVA Family Office, LLC | 215 | $43.0K | 0.01% | +60+38.7% | Added |
| 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 |
| 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 |
| Logan Capital Management Inc | 198 | $39.0K | 0.00% | +198 | New |
| Red Door Wealth Management, LLC | 193 | $38.0K | 0.01% | +193 | New |
| Ellevest, Inc. | 185 | $37.0K | 0.00% | +139+302.2% | Added |
| Private Capital Group, LLC | 173 | $35.0K | 0.01% | +26+17.7% | Added |
| Liberty Wealth Management LLC | 170 | $34.0K | 0.01% | +2+1.2% | 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 |
| Brewin Dolphin Ltd | 149 | $29.5K | 0.00% | +100+204.1% | 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 |
| Fieldpoint Private Securities, LLC | 130 | $28.0K | 0.01% | +99+319.4% | Added |