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 |
|---|---|---|---|---|---|
| Dividend Assets Capital, LLC | 345 | $68.0K | 0.01% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 339 | $67.0K | 0.04% | −3−0.9% | Reduced |
| Carolinas Wealth Consulting LLC | 321 | $63.0K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 321 | $63.0K | 0.01% | +1+0.3% | Added |
| Piscataqua Savings Bank | 316 | $62.0K | 0.05% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 316 | $62.0K | 0.02% | +316 | New |
| Filbrandt Wealth Management, LLC | 300 | $59.0K | 0.03% | 00.0% | Unchanged |
| Montag A & Associates Inc | 290 | $57.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 288 | $57.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 289 | $57.0K | 0.02% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 276 | $54.0K | 0.00% | −3,256−92.2% | Reduced |
| Charter Oak Capital Management, LLC | 264 | $52.0K | 0.01% | +3+1.1% | Added |
| Trustcore Financial Services, LLC | 262 | $52.0K | 0.01% | +28+12.0% | Added |
| Arkadios Wealth Advisors | 265 | $52.0K | 0.01% | +115+76.7% | Added |
| Glassman Wealth Services | 251 | $49.0K | 0.01% | +26+11.6% | Added |
| North Star Investment Management Corp. | 240 | $47.0K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 236 | $46.0K | 0.00% | −9,460−97.6% | Reduced |
| Private Ocean, LLC | 233 | $46.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 224 | $44.0K | 0.02% | −48−17.6% | Reduced |
| Stonebridge Capital Advisors LLC | 223 | $44.0K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 224 | $44.0K | 0.03% | 00.0% | Unchanged |
| Adirondack Trust Co | 200 | $43.0K | 0.02% | 00.0% | Unchanged |
| Jackson Wealth Management, LLC | 18,597 | $41.0K | 0.50% | +370+2.0% | Added |
| FinTrust Capital Advisors, LLC | 207 | $41.0K | 0.01% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 204 | $40.0K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 200 | $39.0K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 200 | $39.0K | 0.01% | 00.0% | Unchanged |
| Logan Capital Management Inc | 198 | $39.0K | 0.00% | 00.0% | Unchanged |
| Artemis Wealth Advisors, LLC | 189 | $37.0K | 0.01% | +58+44.3% | Added |
| Sound Income Strategies, LLC | 173 | $34.0K | 0.00% | −33−16.0% | Reduced |
| Private Capital Group, LLC | 173 | $34.0K | 0.01% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 173 | $34.0K | 0.01% | +3+1.8% | Added |
| Jones Financial Companies LLLP | 174 | $34.0K | 0.00% | +83+91.2% | Added |
| Zions Bancorporation, N.A. | 170 | $33.0K | 0.00% | +70+70.0% | 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 |
| Fieldpoint Private Securities, LLC | 154 | $30.0K | 0.01% | +24+18.5% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 150 | $29.5K | 0.04% | +150 | New |
| Brewin Dolphin Ltd | 149 | $29.3K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 147 | $29.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 148 | $29.0K | 0.02% | +1+0.7% | Added |
| Prestige Wealth Management Group LLC | 134 | $26.0K | 0.01% | −2−1.5% | Reduced |
| Westside Investment Management, Inc. | 130 | $25.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 123 | $24.0K | 0.00% | +20+19.4% | Added |
| Earnest Partners LLC | 118 | $23.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 115 | $23.0K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 120 | $23.0K | 0.00% | +5+4.3% | Added |
| Canton Hathaway, LLC | 119 | $23.0K | 0.01% | +119 | New |
| Atlas Capital Advisors LLC | 112 | $22.0K | 0.00% | +31+38.3% | Added |
| Cranbrook Wealth Management, LLC | 110 | $22.0K | 0.00% | +15+15.8% | Added |
| Bell Investment Advisors, Inc | 113 | $22.0K | 0.01% | +113 | New |
| Asset Dedication, LLC | 107 | $21.0K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 111 | $21.0K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 107 | $21.0K | 0.00% | +45+72.6% | Added |
| Kowal Investment Group, LLC | 108 | $21.0K | 0.01% | +108 | New |
| Lee Financial Co | 100 | $20.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 100 | $20.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 100 | $20.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 100 | $20.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 100 | $20.0K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 100 | $20.0K | 0.01% | +100 | New |
| Halpern Financial, Inc. | 99 | $19.5K | 0.01% | +99 | New |
| Better Money Decisions, LLC | 89 | $17.0K | 0.01% | +1+1.1% | Added |
| SRS Capital Advisors, Inc. | 75 | $15.0K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 75 | $15.0K | 0.01% | 00.0% | Unchanged |
| Pacitti Group Inc. | 75 | $15.0K | 0.01% | 00.0% | Unchanged |
| Consolidated Planning Corp | 76 | $15.0K | 0.01% | +76 | New |
| Avion Wealth | 73 | $14.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 65 | $13.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 66 | $13.0K | 0.00% | +52+371.4% | Added |
| Creative Financial Designs Inc | 60 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 60 | $12.0K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 58 | $11.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 52 | $10.0K | 0.01% | −49−48.5% | Reduced |
| Optimum Investment Advisors | 51 | $10.0K | 0.00% | +1+2.0% | Added |
| Washington Trust Co | 50 | $10.0K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 53 | $10.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 50 | $10.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 53 | $10.0K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 71 | $9.00K | 0.00% | −360−83.5% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 48 | $9.00K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 45 | $9.00K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 45 | $9.00K | 0.00% | +45 | New |
| Meridian Wealth Partners, LLC | 44 | $9.00K | 0.00% | +44 | New |
| Sutton Wealth Advisors Inc. | 43 | $8.46K | 0.00% | +1+2.4% | Added |
| Sittner & Nelson, LLC | 43 | $8.00K | 0.01% | 00.0% | Unchanged |
| Motco | 40 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 40 | $8.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 37 | $7.28K | 0.00% | +1+2.8% | Added |
| Sugarloaf Wealth Management, LLC | 38 | $7.00K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 35 | $6.88K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 33 | $6.00K | 0.00% | +1+3.1% | Added |
| Syverson Strege & Co | 30 | $6.00K | 0.00% | +30 | New |
| RWM Asset Management, LLC | 29 | $6.00K | 0.00% | +29 | New |
| Copeland Capital Management, LLC | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 22 | $4.00K | 0.00% | +1+4.8% | Added |
| Winch Advisory Services, LLC | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 21 | $4.00K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 40 | $4.00K | 0.00% | +40 | New |