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.
| 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, Q3 2021
Shares, value and share of portfolio for each institution holding Price T Rowe Group Inc; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Greytown Advisors Inc. | 2,573 | $506.0K | 0.23% | +2,573 | New |
| Anchor Investment Management, LLC | 2,574 | $506.3K | 0.07% | −299−10.4% | Reduced |
| Homrich & Berg | 2,579 | $507.0K | 0.01% | −255−9.0% | Reduced |
| Csenge Advisory Group | 2,556 | $507.0K | 0.04% | +31+1.2% | Added |
| Trust Co | 2,585 | $508.0K | 0.13% | +724+38.9% | Added |
| Ameritas Investment Company, LLC | 2,590 | $509.0K | 0.02% | +517+24.9% | Added |
| Veriti Management LLC | 2,595 | $510.0K | 0.07% | +109+4.4% | Added |
| Financial Advisors Network, Inc. | 2,352 | $510.0K | 0.12% | +8+0.3% | Added |
| GYL Financial Synergies, LLC | 2,600 | $511.0K | 0.26% | +2,600 | New |
| Parallel Advisors, LLC | 2,625 | $516.0K | 0.02% | +335+14.6% | Added |
| TrinityPoint Wealth, LLC | 2,627 | $517.0K | 0.10% | +76+3.0% | Added |
| PFG Advisors | 2,661 | $523.0K | 0.06% | +4+0.2% | Added |
| TL Private Wealth | 2,500 | $523.0K | 0.29% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 2,723 | $535.0K | 0.01% | −323−10.6% | Reduced |
| Trust Co of Toledo NA | 2,722 | $535.0K | 0.09% | +28+1.0% | Added |
| Security National Trust Co | 2,710 | $537.0K | 0.12% | +2,685+10,740.0% | Added |
| Advisory Research Inc | 2,745 | $540.0K | 0.03% | −2−0.1% | Reduced |
| Ergoteles LLC | 2,757 | $542.0K | 0.02% | +2,757 | New |
| Cetera Advisors LLC | 2,770 | $545.0K | 0.01% | +472+20.5% | Added |
| Tortoise Investment Management, LLC | 2,819 | $554.0K | 0.11% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 2,845 | $560.0K | 0.09% | +1,107+63.7% | Added |
| Guardian Wealth Advisors, LLC | 2,852 | $561.0K | 0.50% | +18+0.6% | Added |
| Virtu Financial LLC | 2,867 | $564.0K | 0.05% | −1,056−26.9% | Reduced |
| Conning Inc. | 2,865 | $564.0K | 0.02% | −180−5.9% | Reduced |
| Global Trust Asset Management, LLC | 2,866 | $564.0K | 0.25% | +1,116+63.8% | Added |
| Verity Asset Management, Inc. | 2,876 | $566.0K | 0.37% | +19+0.7% | Added |
| Empirical Finance, LLC | 2,890 | $568.0K | 0.09% | +158+5.8% | Added |
| Aspen Investment Management Inc | 2,955 | $581.0K | 0.31% | +1,217+70.0% | Added |
| Ethic Inc. | 2,969 | $584.0K | 0.06% | +1,753+144.2% | Added |
| Crawford Investment Counsel Inc | 2,980 | $586.0K | 0.01% | 00.0% | Unchanged |
| Empowered Funds, LLC | 2,997 | $590.0K | 0.08% | +1,269+73.4% | Added |
| Stratos Wealth Advisors, LLC | 3,019 | $594.0K | 0.05% | +250+9.0% | Added |
| Hudson Valley Investment Advisors Inc | 3,025 | $595.0K | 0.10% | 00.0% | Unchanged |
| Sound Financial Strategies Group, LLC | 3,066 | $603.0K | 0.30% | −19−0.6% | Reduced |
| Journey Advisory Group, LLC | 3,068 | $603.0K | 0.20% | +995+48.0% | Added |
| Geneos Wealth Management Inc. | 3,054 | $606.0K | 0.02% | −3−0.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,097 | $609.0K | 0.04% | −600−16.2% | Reduced |
| GWM Advisors LLC | 3,095 | $609.0K | 0.02% | +184+6.3% | Added |
| Radnor Capital Management, LLC | 3,130 | $616.0K | 0.37% | 00.0% | Unchanged |
| Guinness Asset Management LTD | 3,140 | $618.0K | 0.03% | +1,050+50.2% | Added |
| Capital Investment Counsel, Inc | 3,145 | $619.0K | 0.14% | −311−9.0% | Reduced |
| HBK Sorce Advisory LLC | 3,151 | $620.0K | 0.03% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 3,167 | $622.9K | 0.27% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 3,169 | $623.0K | 0.54% | +1,063+50.5% | Added |
| Clifford Swan Investment Counsel LLC | 2,973 | $642.0K | 0.02% | −47−1.6% | Reduced |
| Essex Financial Services, Inc. | 3,281 | $645.0K | 0.07% | +1,401+74.5% | Added |
| Alps Advisors Inc | 3,285 | $646.0K | 0.01% | −257−7.3% | Reduced |
| Cambridge Trust Co | 3,288 | $647.0K | 0.02% | +428+15.0% | Added |
| Middleton & Co Inc | 3,310 | $651.0K | 0.07% | −20−0.6% | Reduced |
| Johanson Financial Advisors, Inc. | 3,321 | $653.0K | 0.22% | +83+2.6% | Added |
| Private Trust Co NA | 3,334 | $656.0K | 0.10% | −140−4.0% | Reduced |
| Systematic Alpha Investments, LLC | 3,028 | $657.0K | 0.03% | 00.0% | Unchanged |
| Profund Advisors LLC | 3,364 | $662.0K | 0.02% | −105−3.0% | Reduced |
| Leonteq Securities AG | 3,381 | $665.0K | 0.04% | +3,381 | New |
| Bryn Mawr Trust Co | 3,386 | $666.0K | 0.03% | −65−1.9% | Reduced |
| Kovack Advisors, Inc. | 3,388 | $666.0K | 0.07% | +1,599+89.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 3,392 | $667.0K | 0.03% | +57+1.7% | Added |
| Autus Asset Management, LLC | 3,410 | $671.0K | 0.07% | −75−2.2% | Reduced |
| Strategic Blueprint, LLC | 3,434 | $675.0K | 0.11% | +19+0.6% | Added |
| XTX Topco Ltd | 3,459 | $680.0K | 0.23% | +3,459 | New |
| Signaturefd, LLC | 3,470 | $683.0K | 0.02% | +210+6.4% | Added |
| Evoke Wealth, LLC | 3,512 | $690.0K | 0.03% | −173−4.7% | Reduced |
| Eudaimonia Partners, LLC | 3,526 | $694.0K | 0.13% | −59−1.6% | Reduced |
| Mission Wealth Management, LP | 3,555 | $699.0K | 0.04% | −112−3.1% | Reduced |
| National Asset Management, Inc. | 3,587 | $706.0K | 0.02% | −266−6.9% | Reduced |
| Pensionfund DSM Netherlands | 3,600 | $708.0K | 0.09% | −15,700−81.3% | Reduced |
| Ballentine Partners, LLC | 3,619 | $711.0K | 0.02% | +35+1.0% | Added |
| Corient Capital Partners, LLC | 3,686 | $725.0K | 0.05% | +128+3.6% | Added |
| LaFleur & Godfrey LLC | 3,700 | $728.0K | 0.10% | +3,700 | New |
| Donald L. Hagan, LLC | 3,730 | $734.0K | 0.42% | +270+7.8% | Added |
| Peapack Gladstone Financial Corp | 3,808 | $749.0K | 0.02% | +20+0.5% | Added |
| Resources Investment Advisors, LLC. | 3,818 | $751.0K | 0.03% | +1,117+41.4% | Added |
| Essex Savings Bank | 3,412 | $764.0K | 0.28% | +98+3.0% | Added |
| Roberts Glore & Co Inc | 3,887 | $765.0K | 0.23% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 3,935 | $774.0K | 0.32% | +317+8.8% | Added |
| Apollon Wealth Management, LLC | 3,950 | $777.0K | 0.11% | −452−10.3% | Reduced |
| ETF Managers Group, LLC | 3,861 | $780.0K | 0.01% | +361+10.3% | Added |
| Nicolet Bankshares Inc | 4,005 | $788.0K | 0.20% | −45−1.1% | Reduced |
| Q3 Asset Management | 4,027 | $792.0K | 0.38% | +4,027 | New |
| Fundamentun, LLC | 4,091 | $805.0K | 0.14% | +296+7.8% | Added |
| AlphaCrest Capital Management LLC | 4,090 | $805.0K | 0.04% | +3,045+291.4% | Added |
| RMB Capital Management, LLC | 4,103 | $807.0K | 0.03% | +19+0.5% | Added |
| Brinker Capital Investments, LLC | 4,067 | $811.0K | 0.01% | 00.0% | Unchanged |
| DAGCO, Inc. | 4,140 | $814.0K | 0.35% | 00.0% | Unchanged |
| Suncoast Equity Management | 4,165 | $819.0K | 0.11% | +1,220+41.4% | Added |
| Jennison Associates LLC | 4,214 | $829.0K | 0.00% | −4,423−51.2% | Reduced |
| Stonnington Group, LLC | 4,290 | $838.0K | 0.19% | +59+1.4% | Added |
| Cypress Asset Management Inc | 4,300 | $846.0K | 0.22% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 4,307 | $847.0K | 0.11% | −74−1.7% | Reduced |
| Allworth Financial LP | 4,320 | $850.0K | 0.01% | +4,320 | New |
| US Asset Management LLC | 4,325 | $851.0K | 0.82% | +4,325 | New |
| Hennion & Walsh Asset Management, Inc. | 4,338 | $853.0K | 0.04% | +1,916+79.1% | Added |
| Arrow Financial Corp | 4,399 | $865.0K | 0.11% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 4,415 | $868.0K | 0.04% | +393+9.8% | Added |
| Magnetar Financial LLC | 4,463 | $878.0K | 0.01% | +4,463 | New |
| Heritage Trust Co | 4,581 | $901.0K | 0.13% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 4,589 | $903.0K | 0.48% | −18−0.4% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,600 | $905.0K | 0.05% | +946+25.9% | Added |
| Bridges Investment Management Inc | 4,650 | $915.0K | 0.03% | −200−4.1% | Reduced |
| WBH Advisory Inc | 4,670 | $919.0K | 0.12% | 00.0% | Unchanged |