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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, Q4 2021

Institutional positions in Price T Rowe Group Inc as of Dec 31, 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
1,150
+49 vs. Q3 2021
Shares held
163.6M
+32.3K (0.0%) vs. Q3 2021
Total value
$32.0B
−$157.4M (−0.5%) vs. Q3 2021
New holders
139
411 more added
Sold out
90
399 more reduced

20 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2021: 1,150 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 heldQ4 2021: $32.0B
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, Q4 2021

Shares, value and share of portfolio for each institution holding Price T Rowe Group Inc; share changes are against Q3 2021.

Institutions holding TROW in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
SOA Wealth Advisors, LLC.4$00.00%00.0%Unchanged
Exane Derivatives2$3930.00%+2New
WestEnd Advisors, LLC3$5890.00%––
First Manhattan Co6$1.00K0.00%00.0%Unchanged
TSFG, LLC7$1.00K0.00%00.0%Unchanged
Surevest, LLC4$1.00K0.00%+4New
Capital Advisors, Ltd. LLC3$1.00K0.00%+3New
Curi Capital10$1.00K0.00%+10New
Cassady Schiller Wealth Management, LLC6$1.00K0.00%+6New
Zullo Investment Group, Inc.7$1.00K0.00%+7New
Tucker Asset Management LLC7$1.39K0.00%00.0%Unchanged
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
Versant Capital Management, Inc14$3.00K0.00%00.0%Unchanged
Acima Private Wealth, LLC17$3.00K0.00%00.0%Unchanged
Lenox Wealth Advisors, LLC15$3.00K0.00%+13+650.0%Added
Ford Financial Group, LLC16$3.00K0.00%+16New
Core Alternative Capital14$3.00K0.00%+14New
Standard Family Office LLC17$3.00K0.03%+17New
Copeland Capital Management, LLC20$4.00K0.00%00.0%Unchanged
Winch Advisory Services, LLC20$4.00K0.00%00.0%Unchanged
Close Asset Management Ltd20$4.00K0.00%00.0%Unchanged
HWG Holdings LP22$4.00K0.00%+22New
Schubert & Co20$4.00K0.00%+20New
Rise Advisors, LLC24$4.69K0.00%+24New
Creative Financial Designs Inc26$5.00K0.00%−34−56.7%Reduced
JFS Wealth Advisors, LLC26$5.00K0.00%+26New
Sierra Capital LLC25$5.00K0.00%+25New
Hudock, Inc.33$6.00K0.00%00.0%Unchanged
RWM Asset Management, LLC29$6.00K0.00%00.0%Unchanged
Crewe Advisors LLC28$6.00K0.00%+28New
KB Financial Partners, LLC29$6.00K0.00%+29New
Global Financial Private Client, LLC31$6.10K0.00%+23+287.5%Added
Altshuler Shaham Ltd36$7.00K0.00%−1,062−96.7%Reduced
Sugarloaf Wealth Management, LLC38$7.00K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.38$7.00K0.00%+38New
Raffa Wealth Management, LLC37$7.28K0.00%00.0%Unchanged
Motco40$8.00K0.00%00.0%Unchanged
Cedar Wealth Management, LLC40$8.00K0.00%00.0%Unchanged
Sittner & Nelson, LLC43$8.00K0.00%00.0%Unchanged
Loomis Sayles & Co L P44$9.00K0.00%−63−58.9%Reduced
Mark Sheptoff Financial Planning, LLC48$9.00K0.00%00.0%Unchanged
Vectors Research Management, LLC45$9.00K0.00%00.0%Unchanged
Optimum Investment Advisors51$10.0K0.00%00.0%Unchanged
McIlrath & Eck, LLC50$10.0K0.00%00.0%Unchanged
Retirement Group, LLC51$10.0K0.00%+51New
Retirement Planning Co of New England, Inc.53$10.0K0.00%+53New
Sutton Wealth Advisors Inc.51$10.0K0.00%+8+18.6%Added
EverSource Wealth Advisors, LLC56$11.0K0.00%+56New
Bogart Wealth, LLC60$12.0K0.00%00.0%Unchanged
Providence Capital Advisors, LLC59$12.0K0.00%+38+181.0%Added
Investors Research Corp65$13.0K0.00%00.0%Unchanged
Washington Trust Co65$13.0K0.00%+15+30.0%Added
FSB Premier Wealth Management, Inc.75$14.0K0.01%+75New
Delos Wealth Advisors, LLC72$14.0K0.01%+72New
NuWave Investment Management, LLC78$15.0K0.02%−2,126−96.5%Reduced
SRS Capital Advisors, Inc.75$15.0K0.00%00.0%Unchanged
Atticus Wealth Management, LLC74$15.0K0.01%+74New
Concorde Financial Corp81$16.0K0.01%+81New
Jones Financial Companies LLLP89$18.0K0.00%−85−48.9%Reduced
AdvisorNet Financial, Inc91$18.0K0.00%+25+37.9%Added
Tilia Fiduciary Partners, Inc.91$18.0K0.01%+91New
Cranbrook Wealth Management, LLC95$19.0K0.00%−15−13.6%Reduced
Seldon Capital LP95$19.0K0.01%+95New
Brewin Dolphin Ltd100$20.0K0.00%−49−32.9%Reduced
Kistler-Tiffany Companies, LLC100$20.0K0.00%00.0%Unchanged
Mascoma Wealth Management LLC100$20.0K0.01%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
Zions Bancorporation, N.A.108$21.0K0.00%−62−36.5%Reduced
Asset Dedication, LLC107$21.0K0.00%00.0%Unchanged
HBC Financial Services, PLLC111$21.0K0.01%00.0%Unchanged
Lee Financial Co111$22.0K0.00%+11+11.0%Added
Private Capital Group, LLC117$23.0K0.00%−56−32.4%Reduced
Earnest Partners LLC118$23.0K0.00%00.0%Unchanged
Gemmer Asset Management LLC115$23.0K0.00%00.0%Unchanged
Canton Hathaway, LLC119$23.0K0.01%00.0%Unchanged
BDO Wealth Advisors, LLC118$23.0K0.00%+65+122.6%Added
Equitec Proprietary Markets, LLC119$23.0K0.01%+119New
Penserra Capital Management LLC126$24.0K0.00%+6+5.0%Added
Westside Investment Management, Inc.130$25.0K0.00%00.0%Unchanged
MV Capital Management, Inc.127$25.0K0.00%+4+3.3%Added
Bell Investment Advisors, Inc126$25.0K0.01%+13+11.5%Added
Prestige Wealth Management Group LLC134$26.0K0.01%00.0%Unchanged
Covestor Ltd138$27.0K0.04%+138New
First Personal Financial Services150$29.0K0.01%00.0%Unchanged
Thompson Siegel & Walmsley LLC147$29.0K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.148$29.0K0.01%00.0%Unchanged
Neo Ivy Capital Management147$29.0K0.04%+147New
Amplius Wealth Advisors, LLC151$29.0K0.00%+151New
Bivin & Associates, Inc.145$29.0K0.03%+145New
Fieldpoint Private Securities, LLC159$31.0K0.01%+5+3.2%Added
Acadian Asset Management LLC163$32.0K0.00%−113−40.9%Reduced
Sandy Cove Advisors, LLC165$32.0K0.03%+165New
Sound Income Strategies, LLC166$33.0K0.00%−7−4.0%Reduced
Baystate Wealth Management LLC173$34.0K0.00%+151+686.4%Added
Artemis Wealth Advisors, LLC186$36.0K0.00%−3−1.6%Reduced
Arlington Partners LLC195$38.0K0.01%+195New
Adirondack Trust Co200$39.0K0.02%00.0%Unchanged