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 |
|---|---|---|---|---|---|
| Welch & Forbes LLC | 1,695 | $336.0K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 1,691 | $335.0K | 0.11% | +480+39.6% | Added |
| Allred Capital Management, LLC | 1,688 | $334.0K | 0.17% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 1,676 | $332.0K | 0.11% | −15−0.9% | Reduced |
| 1st Source Bank | 1,671 | $331.0K | 0.02% | 00.0% | Unchanged |
| Leisure Capital Management | 1,647 | $326.0K | 0.18% | 00.0% | Unchanged |
| City Holding Co | 1,640 | $325.0K | 0.06% | +502+44.1% | Added |
| Essex Financial Services, Inc. | 1,880 | $323.0K | 0.05% | 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 |
| Tatro Capital, LLC | 1,618 | $320.0K | 0.22% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 1,610 | $319.0K | 0.25% | 00.0% | Unchanged |
| 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 |
| Carroll Financial Associates, Inc. | 1,588 | $314.0K | 0.02% | +11+0.7% | Added |
| Strategy Asset Managers LLC | 1,576 | $312.0K | 0.07% | +84+5.6% | Added |
| 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 |
| Innovative Portfolios LLC | 1,536 | $304.0K | 2.10% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,530 | $303.0K | 0.03% | −71−4.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 1,525 | $302.0K | 0.03% | +120+8.5% | Added |
| 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 |
| Keebeck Wealth Management, LLC | 1,488 | $298.0K | 0.04% | +1,488 | New |
| 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 |
| Badgley Phelps & Bell Inc | 1,495 | $296.0K | 0.01% | −50−3.2% | Reduced |
| Insight Folios Inc | 1,488 | $295.0K | 0.17% | +1,488 | New |
| Shelton Capital Management | 1,478 | $293.0K | 0.01% | −1,100−42.7% | Reduced |
| 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 |
| Sonora Investment Management, LLC | 1,456 | $288.0K | 0.04% | +21+1.5% | Added |
| IFP Advisors, Inc | 1,411 | $283.0K | 0.01% | +653+86.1% | Added |
| Sawtooth Solutions, LLC | 1,424 | $282.0K | 0.06% | +1,424 | New |
| Advisors Capital Management, LLC | 1,421 | $281.0K | 0.01% | +28+2.0% | Added |
| Boston Research & Management Inc | 1,418 | $280.0K | 0.08% | 00.0% | Unchanged |
| Versor Investments LP | 1,400 | $277.0K | 0.01% | −4,299−75.4% | Reduced |
| Market Street Wealth Management Advisors LLC | 1,382 | $274.0K | 0.12% | 00.0% | Unchanged |
| Diversified, LLC | 1,380 | $273.0K | 0.15% | +8+0.6% | Added |
| Beacon Pointe Advisors, LLC | 1,376 | $272.0K | 0.01% | +1,376 | New |
| Valeo Financial Advisors, LLC | 1,361 | $269.0K | 0.02% | −3−0.2% | Reduced |
| 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 |
| 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 |
| 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 |
| Azimuth Capital Management LLC | 1,310 | $259.0K | 0.01% | +10+0.8% | Added |
| Orion Portfolio Solutions, LLC | 1,291 | $256.0K | 0.01% | +118+10.1% | Added |
| Good Life Advisors, LLC | 1,289 | $255.0K | 0.05% | −2,177−62.8% | Reduced |
| Weil Company, Inc. | 1,284 | $254.0K | 0.13% | +7+0.5% | Added |
| 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 |
| S.A. Mason LLC | 1,275 | $252.0K | 0.17% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| SignalPoint Asset Management, LLC | 1,255 | $248.0K | 0.08% | 00.0% | Unchanged |
| Balentine LLC | 1,254 | $248.0K | 0.01% | +1,254 | New |
| Pathstone Family Office, LLC | 1,246 | $247.0K | 0.01% | +1,246 | New |
| Sequoia Financial Advisors, LLC | 1,242 | $246.0K | 0.01% | +24+2.0% | Added |
| 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 |
| Alpha Cubed Investments, LLC | 1,223 | $242.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| 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 |
| Buckingham Strategic Wealth, LLC | 1,196 | $237.0K | 0.01% | −12−1.0% | Reduced |
| FFT Wealth Management LLC | 1,186 | $235.0K | 0.05% | +1,186 | New |
| BBVA USA | 1,181 | $234.0K | 0.01% | +1,181 | New |
| Koshinski Asset Management, Inc. | 1,176 | $233.0K | 0.03% | +1,176 | New |
| 55I, LLC | 1,171 | $232.0K | 0.01% | +1,171 | New |
| Diversified Trust Co | 1,169 | $231.0K | 0.01% | −406−25.8% | Reduced |
| 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 |
| Barrett Asset Management, LLC | 1,150 | $228.0K | 0.01% | +650+130.0% | Added |
| Stock Yards Bank & Trust Co | 1,140 | $226.0K | 0.01% | −500−30.5% | Reduced |
| 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 |
| IMS Capital Management | 1,126 | $223.0K | 0.13% | +1,126 | New |
| Bremer Bank National Association | 1,118 | $221.0K | 0.05% | −87−7.2% | Reduced |
| 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 |
| 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 |
| Intrust Bank NA | 1,094 | $217.0K | 0.03% | +1,094 | New |
| Equitable Trust Co | 1,090 | $216.0K | 0.01% | +1,090 | New |
| NVWM, LLC | 1,080 | $214.0K | 0.08% | 00.0% | Unchanged |
| Girard Partners Ltd. | 1,077 | $213.0K | 0.03% | +1,077 | New |