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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, Q3 2021

Institutional positions in Price T Rowe Group Inc as of Sep 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
1,121
+59 vs. Q2 2021
Shares held
163.9M
+385.7K (+0.2%) vs. Q2 2021
Total value
$32.2B
−$155.4M (−0.5%) vs. Q2 2021
New holders
102
411 more added
Sold out
43
389 more reduced

17 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2021: 1,121 institutions
Q1 2021: 1,039 institutionsQ2 2021: 1,079 institutionsQ3 2021: 1,121 institutionsQ4 2021: 1,150 institutionsQ1 2022: 1,104 institutionsQ2 2022: 1,046 institutionsQ3 2022: 1,004 institutionsQ4 2022: 1,024 institutionsQ1 2023: 1,013 institutionsQ2 2023: 1,019 institutionsQ3 2023: 1,017 institutionsQ4 2023: 1,058 institutionsQ1 2024: 1,055 institutionsQ2 2024: 1,070 institutionsQ3 2024: 1,055 institutionsQ4 2024: 1,128 institutionsQ1 2025: 1,087 institutionsQ2 2025: 1,077 institutionsQ3 2025: 1,081 institutionsQ4 2025: 1,128 institutionsQ1 2026: 1,094 institutionsQ2 2026: 1,171 institutions
Value heldQ3 2021: $32.2B
Q1 2021: $27.5BQ2 2021: $32.5BQ3 2021: $32.2BQ4 2021: $32.0BQ1 2022: $24.7BQ2 2022: $19.2BQ3 2022: $18.1BQ4 2022: $19.1BQ1 2023: $19.8BQ2 2023: $19.3BQ3 2023: $17.7BQ4 2023: $17.7BQ1 2024: $20.0BQ2 2024: $18.8BQ3 2024: $18.0BQ4 2024: $19.4BQ1 2025: $15.8BQ2 2025: $17.0BQ3 2025: $17.7BQ4 2025: $18.8BQ1 2026: $16.8BQ2 2026: $21.6B
Institutions holding TROW and their total value by quarter
QuarterHoldersValue
Q2 20261,171$21.6B
Q1 20261,094$16.8B
Q4 20251,128$18.8B
Q3 20251,081$17.7B
Q2 20251,077$17.0B
Q1 20251,087$15.8B
Q4 20241,128$19.4B
Q3 20241,055$18.0B
Q2 20241,070$18.8B
Q1 20241,055$20.0B
Q4 20231,058$17.7B
Q3 20231,017$17.7B
Q2 20231,019$19.3B
Q1 20231,013$19.8B
Q4 20221,024$19.1B
Q3 20221,004$18.1B
Q2 20221,046$19.2B
Q1 20221,104$24.7B
Q4 20211,150$32.0B
Q3 20211,121$32.2B
Q2 20211,079$32.5B
Q1 20211,039$27.5B

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Price T Rowe Group Inc; share changes are against Q2 2021.

Institutions holding TROW in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Lenox Wealth Advisors, LLC2$00.00%00.0%Unchanged
SOA Wealth Advisors, LLC.4$00.00%00.0%Unchanged
First Command Advisory Services, Inc.19$00.00%+19New
WestEnd Advisors, LLC–$5900.00%––
PEAK6 Investments LLC3$1.00K0.00%00.0%Unchanged
TSFG, LLC7$1.00K0.00%00.0%Unchanged
First Manhattan Co6$1.00K0.00%+6New
Cordant, Inc.5$1.00K0.00%+5New
Tucker Asset Management LLC7$1.52K0.00%00.0%Unchanged
Global Financial Private Client, LLC8$1.59K0.00%00.0%Unchanged
Concord Wealth Partners10$2.00K0.00%−255−96.2%Reduced
ClariVest Asset Management LLC8$2.00K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC8$2.00K0.00%00.0%Unchanged
Aspire Private Capital, LLC12$2.00K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC10$2.00K0.00%+10New
Versant Capital Management, Inc14$3.00K0.00%+1+7.7%Added
Acima Private Wealth, LLC17$3.00K0.00%00.0%Unchanged
Lloyd Advisory Services, LLC.14$3.00K0.00%00.0%Unchanged
Bellwether Advisors, LLC19$3.00K0.00%00.0%Unchanged
Copeland Capital Management, LLC20$4.00K0.00%00.0%Unchanged
Baystate Wealth Management LLC22$4.00K0.00%+1+4.8%Added
Winch Advisory Services, LLC20$4.00K0.00%00.0%Unchanged
Close Asset Management Ltd20$4.00K0.00%00.0%Unchanged
Providence Capital Advisors, LLC21$4.00K0.00%00.0%Unchanged
Red Tortoise LLC40$4.00K0.00%+40New
Hudock, Inc.33$6.00K0.00%+1+3.1%Added
Syverson Strege & Co30$6.00K0.00%+30New
RWM Asset Management, LLC29$6.00K0.00%+29New
West Paces Advisors Inc.35$6.88K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC38$7.00K0.00%00.0%Unchanged
Raffa Wealth Management, LLC37$7.28K0.00%+1+2.8%Added
Sittner & Nelson, LLC43$8.00K0.01%00.0%Unchanged
Motco40$8.00K0.00%00.0%Unchanged
Cedar Wealth Management, LLC40$8.00K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.43$8.46K0.00%+1+2.4%Added
TD Ameritrade Investment Management, LLC71$9.00K0.00%−360−83.5%Reduced
Mark Sheptoff Financial Planning, LLC48$9.00K0.00%00.0%Unchanged
Resolute Partners Group45$9.00K0.00%00.0%Unchanged
Vectors Research Management, LLC45$9.00K0.00%+45New
Meridian Wealth Partners, LLC44$9.00K0.00%+44New
Eagle Bay Advisors LLC52$10.0K0.01%−49−48.5%Reduced
Optimum Investment Advisors51$10.0K0.00%+1+2.0%Added
Washington Trust Co50$10.0K0.00%00.0%Unchanged
Vigilant Capital Management, LLC53$10.0K0.00%00.0%Unchanged
McIlrath & Eck, LLC50$10.0K0.00%00.0%Unchanged
BDO Wealth Advisors, LLC53$10.0K0.00%00.0%Unchanged
Evolution Wealth Advisors, LLC58$11.0K0.00%00.0%Unchanged
Creative Financial Designs Inc60$12.0K0.00%00.0%Unchanged
Bogart Wealth, LLC60$12.0K0.00%00.0%Unchanged
Investors Research Corp65$13.0K0.00%00.0%Unchanged
AdvisorNet Financial, Inc66$13.0K0.00%+52+371.4%Added
Avion Wealth73$14.0K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.75$15.0K0.00%00.0%Unchanged
Bedel Financial Consulting, Inc.75$15.0K0.01%00.0%Unchanged
Pacitti Group Inc.75$15.0K0.01%00.0%Unchanged
Consolidated Planning Corp76$15.0K0.01%+76New
Better Money Decisions, LLC89$17.0K0.01%+1+1.1%Added
Halpern Financial, Inc.99$19.5K0.01%+99New
Lee Financial Co100$20.0K0.00%00.0%Unchanged
Kistler-Tiffany Companies, LLC100$20.0K0.00%00.0%Unchanged
Column Capital Advisors, LLC100$20.0K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA100$20.0K0.01%00.0%Unchanged
Larson Financial Group LLC100$20.0K0.00%00.0%Unchanged
Mascoma Wealth Management LLC100$20.0K0.01%+100New
Asset Dedication, LLC107$21.0K0.00%00.0%Unchanged
HBC Financial Services, PLLC111$21.0K0.01%00.0%Unchanged
Loomis Sayles & Co L P107$21.0K0.00%+45+72.6%Added
Kowal Investment Group, LLC108$21.0K0.01%+108New
Cranbrook Wealth Management, LLC110$22.0K0.00%+15+15.8%Added
Bell Investment Advisors, Inc113$22.0K0.01%+113New
Atlas Capital Advisors LLC112$22.0K0.00%+31+38.3%Added
Earnest Partners LLC118$23.0K0.00%00.0%Unchanged
Gemmer Asset Management LLC115$23.0K0.00%00.0%Unchanged
Penserra Capital Management LLC120$23.0K0.00%+5+4.3%Added
Canton Hathaway, LLC119$23.0K0.01%+119New
MV Capital Management, Inc.123$24.0K0.00%+20+19.4%Added
Westside Investment Management, Inc.130$25.0K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC134$26.0K0.01%−2−1.5%Reduced
Thompson Siegel & Walmsley LLC147$29.0K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.148$29.0K0.02%+1+0.7%Added
Brewin Dolphin Ltd149$29.3K0.00%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA150$29.5K0.04%+150New
Capital Directions Investment Advisors, LLC150$30.0K0.01%00.0%Unchanged
First Personal Financial Services150$30.0K0.01%00.0%Unchanged
Fieldpoint Private Securities, LLC154$30.0K0.01%+24+18.5%Added
Zions Bancorporation, N.A.170$33.0K0.00%+70+70.0%Added
Sound Income Strategies, LLC173$34.0K0.00%−33−16.0%Reduced
Private Capital Group, LLC173$34.0K0.01%00.0%Unchanged
Liberty Wealth Management LLC173$34.0K0.01%+3+1.8%Added
Jones Financial Companies LLLP174$34.0K0.00%+83+91.2%Added
Artemis Wealth Advisors, LLC189$37.0K0.01%+58+44.3%Added
Monetary Management Group Inc200$39.0K0.01%00.0%Unchanged
PrairieView Partners, LLC200$39.0K0.01%00.0%Unchanged
Logan Capital Management Inc198$39.0K0.00%00.0%Unchanged
Tarbox Family Office, Inc.204$40.0K0.01%00.0%Unchanged
Jackson Wealth Management, LLC18,597$41.0K0.50%+370+2.0%Added
FinTrust Capital Advisors, LLC207$41.0K0.01%00.0%Unchanged
Adirondack Trust Co200$43.0K0.02%00.0%Unchanged
Key Financial Inc224$44.0K0.02%−48−17.6%Reduced
Stonebridge Capital Advisors LLC223$44.0K0.01%00.0%Unchanged