Skip to main content

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
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
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
Global Financial Private Client, LLC8$1.59K0.00%00.0%Unchanged
Tucker Asset Management LLC7$1.52K0.00%00.0%Unchanged
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
WestEnd Advisors, LLC–$5900.00%––
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
Gerber Kawasaki Wealth & Investment Management3––+3New
Sofos Investments, Inc.55––+1+1.9%Added
Capital World Investors0$00.00%−1,312,136−100.0%Sold out
Origin Asset Management LLP0$00.00%−31,500−100.0%Sold out
MUFG Securities EMEA plc0$00.00%−31,000−100.0%Sold out
Hudson Bay Capital Management LP0$00.00%−30,000−100.0%Sold out
WBI Investments0$00.00%−11,704−100.0%Sold out
Gries Financial LLC0$00.00%−8,290−100.0%Sold out
Wealth Enhancement Advisory Services, LLC0$00.00%−6,462−100.0%Sold out
BP PLC0$00.00%−5,642−100.0%Sold out
FORA Capital, LLC0$00.00%−5,251−100.0%Sold out
GW Henssler & Associates Ltd0$00.00%−3,095−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−2,100−100.0%Sold out
Globeflex Capital L P0$00.00%−1,920−100.0%Sold out
WealthShield Partners, LLC0$00.00%−1,838−100.0%Sold out
Sequoia Financial Advisors, LLC0$00.00%−1,242−100.0%Sold out
Lake Street Advisors Group, LLC0$00.00%−1,136−100.0%Sold out
Cohen Lawrence B0$00.00%−1,217−100.0%Sold out
Teza Capital Management LLC0$00.00%−1,204−100.0%Sold out
Diversified Trust Co0$00.00%−1,169−100.0%Sold out
Bremer Bank National Association0$00.00%−1,118−100.0%Sold out
Girard Partners Ltd.0$00.00%−1,077−100.0%Sold out
Coldstream Capital Management Inc0$00.00%−1,064−100.0%Sold out
SkyOak Wealth, LLC0$00.00%−1,066−100.0%Sold out
Ropes Wealth Advisors LLC0$00.00%−1,037−100.0%Sold out
Flputnam Investment Management Co0$00.00%−1,028−100.0%Sold out
Regent Peak Wealth Advisors LLC0$00.00%−998−100.0%Sold out
Burke & Herbert Bank & Trust Co0$00.00%−1,013−100.0%Sold out
Alpha Paradigm Partners, LLC0$00.00%−964−100.0%Sold out
Twin Tree Management, LP0$00.00%−853−100.0%Sold out
Laurel Wealth Advisors LLC0$00.00%−705−100.0%Sold out
Eubel Brady & Suttman Asset Management Inc0$00.00%−506−100.0%Sold out
Peconic Partners LLC0$00.00%−228−100.0%Sold out
CVA Family Office, LLC0$00.00%−215−100.0%Sold out
Red Door Wealth Management, LLC0$00.00%−193−100.0%Sold out
Ade, LLC0$00.00%−101−100.0%Sold out
Hanson & Doremus Investment Management0$00.00%−152−100.0%Sold out
HC Financial Advisors Inc0$00.00%−50−100.0%Sold out
Investment Research & Advisory Group, Inc.0$00.00%−44−100.0%Sold out
Gradient Investments LLC0$00.00%−31−100.0%Sold out
Edmond de Rothschild Holding S.A.0$00.00%−31−100.0%Sold out
KB Financial Partners, LLC0$00.00%−29−100.0%Sold out
Ford Financial Group, LLC0$00.00%−16−100.0%Sold out
Standard Family Office LLC0$00.00%−10−100.0%Sold out
Sterling Investment Advisors, Ltd.0$00.00%−7−100.0%Sold out
Pictet Asset Management Ltd––––Not filed
CWM, LLC––––Not filed
Usca Ria LLC––––Not filed
Strategic Wealth Management Group, LLC––––Not filed
Geier Asset Management, Inc.––––Not filed
QS Investors, LLC––––Not filed
Castleview Partners, LLC––––Not filed
Novak Financial Planning, LLC––––Not filed
First Horizon Corp––––Not filed
Financial Consulate Inc.––––Not filed
Cipher Capital LP––––Not filed
CWS Financial Advisors, LLC––––Not filed
Badgley Phelps & Bell Inc––––Not filed
Investment Counselors of Maryland LLC––––Not filed
Hoover Financial Advisors, Inc.––––Not filed
FormulaFolio Investments, LLC––––Not filed
San Francisco Sentry Investment Group (Ca)––––Not filed