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.
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding Price T Rowe Group Inc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Logan Capital Management Inc | 198 | $39.0K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 200 | $39.0K | 0.01% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 202 | $40.0K | 0.01% | −2−1.0% | Reduced |
| State of Wyoming | 207 | $41.0K | 0.02% | −414−66.7% | Reduced |
| FinTrust Capital Advisors, LLC | 207 | $41.0K | 0.01% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 218 | $42.0K | 0.01% | +199+1,047.4% | Added |
| CVA Family Office, LLC | 215 | $42.0K | 0.01% | +215 | New |
| Quent Capital, LLC | 212 | $42.0K | 0.01% | +212 | New |
| Stonebridge Capital Advisors LLC | 223 | $44.0K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 224 | $44.0K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 224 | $44.0K | 0.02% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 230 | $45.0K | 0.02% | −2,636−92.0% | Reduced |
| Credit Agricole S A | 236 | $46.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 233 | $46.0K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 240 | $47.0K | 0.00% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 244 | $48.0K | 0.00% | −272−52.7% | Reduced |
| Column Capital Advisors, LLC | 253 | $50.0K | 0.01% | +153+153.0% | Added |
| Harbour Investments, Inc. | 258 | $51.0K | 0.00% | −704−73.2% | Reduced |
| Guardian Wealth Management, Inc. | 257 | $51.0K | 0.05% | +257 | New |
| Trustcore Financial Services, LLC | 264 | $52.0K | 0.01% | +2+0.8% | Added |
| Charter Oak Capital Management, LLC | 265 | $52.0K | 0.01% | +1+0.4% | Added |
| Chilton Capital Management LLC | 264 | $52.0K | 0.00% | +264 | New |
| Masso Torrence Wealth Management Inc. | 271 | $53.0K | 0.04% | +271 | New |
| Fortitude Advisory Group L.L.C. | 278 | $54.0K | 0.03% | +278 | New |
| Piscataqua Savings Bank | 291 | $57.0K | 0.04% | −25−7.9% | Reduced |
| Montag A & Associates Inc | 290 | $57.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 289 | $57.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 294 | $58.0K | 0.00% | +6+2.1% | Added |
| Rosenberg Matthew Hamilton | 326 | $64.0K | 0.02% | −171−34.4% | Reduced |
| Tradition Wealth Management, LLC | 327 | $64.0K | 0.01% | +6+1.9% | Added |
| Concord Wealth Partners | 328 | $64.0K | 0.02% | +318+3,180.0% | Added |
| Norway Savings Bank | 345 | $68.0K | 0.03% | −50−12.7% | Reduced |
| Dividend Assets Capital, LLC | 345 | $68.0K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 381 | $75.0K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 400 | $79.0K | 0.15% | +400 | New |
| Carolinas Wealth Consulting LLC | 411 | $81.0K | 0.02% | +90+28.0% | Added |
| Plante Moran Financial Advisors, LLC | 431 | $85.0K | 0.01% | +57+15.2% | Added |
| Atlas Capital Advisors LLC | 436 | $85.7K | 0.01% | +324+289.3% | Added |
| FAI Wealth Management | 450 | $88.0K | 0.07% | 00.0% | Unchanged |
| Webster Bank, N. A. | 479 | $94.0K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 477 | $94.0K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 684 | $95.0K | 0.06% | +4+0.6% | Added |
| Parkside Financial Bank & Trust | 484 | $95.0K | 0.02% | +103+27.0% | Added |
| Smithfield Trust Co | 479 | $96.0K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 486 | $96.0K | 0.05% | +31+6.8% | Added |
| Fortis Advisors, LLC | 500 | $98.0K | 0.06% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 506 | $99.0K | 0.02% | −6−1.2% | Reduced |
| Proequities, Inc. | 516 | $101.0K | 0.01% | −249−32.5% | Reduced |
| PSI Advisors, LLC | 525 | $103.0K | 0.04% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 535 | $104.0K | 0.08% | +535 | New |
| Atlantic Trust, LLC | 581 | $114.0K | 0.07% | 00.0% | Unchanged |
| Clean Yield Group | 593 | $117.0K | 0.04% | −742−55.6% | Reduced |
| West Branch Capital LLC | 610 | $120.0K | 0.05% | 00.0% | Unchanged |
| Addison Advisors LLC | 614 | $121.0K | 0.07% | +6+1.0% | Added |
| Acropolis Investment Management, LLC | 629 | $124.0K | 0.01% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 641 | $126.0K | 0.09% | +641 | New |
| Roble, Belko & Company, Inc | 660 | $130.0K | 0.02% | 00.0% | Unchanged |
| TFC Financial Management | 707 | $139.0K | 0.04% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 730 | $144.0K | 0.06% | +730 | New |
| Western Pacific Wealth Management, LP | 745 | $146.0K | 0.09% | +745 | New |
| HM Payson & Co | 779 | $153.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 836 | $166.0K | 0.03% | +129+18.2% | Added |
| Kings Point Capital Management | 854 | $168.0K | 0.01% | +36+4.4% | Added |
| Lowe Wealth Advisors, LLC | 860 | $169.0K | 0.07% | 00.0% | Unchanged |
| Glassman Wealth Services | 878 | $173.0K | 0.03% | +627+249.8% | Added |
| Gladius Capital Management LP | 893 | $176.0K | 0.06% | +893 | New |
| Sargent Bickham Lagudis LLC | 901 | $177.0K | 0.01% | −100−10.0% | Reduced |
| Ellevest, Inc. | 953 | $187.0K | 0.02% | +150+18.7% | Added |
| Leelyn Smith, LLC | 988 | $194.0K | 0.05% | −24−2.4% | Reduced |
| Signet Financial Management, LLC | 1,001 | $197.0K | 0.03% | +1,001 | New |
| Lindbrook Capital, LLC | 1,018 | $200.0K | 0.03% | +130+14.6% | Added |
| Zacks Investment Management | 1,026 | $202.0K | 0.00% | −405−28.3% | Reduced |
| Camden National Bank | 1,029 | $202.0K | 0.04% | −15−1.4% | Reduced |
| ASB Consultores, LLC | 1,031 | $203.0K | 0.10% | +1,031 | New |
| Rodgers Brothers Inc. | 1,038 | $204.0K | 0.04% | 00.0% | Unchanged |
| Madison Asset Management, LLC | 1,040 | $205.0K | 0.00% | 00.0% | Unchanged |
| German American Bancorp, Inc. | 1,052 | $207.0K | 0.03% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 1,062 | $209.0K | 0.05% | −11,278−91.4% | Reduced |
| DuPont Capital Management Corp | 1,065 | $209.0K | 0.01% | −6,132−85.2% | Reduced |
| International Assets Investment Management, LLC | 1,065 | $209.0K | 0.04% | −4−0.4% | Reduced |
| First United Bank Trust | 1,070 | $210.0K | 0.08% | −2−0.2% | Reduced |
| Salem Investment Counselors Inc | 1,067 | $210.0K | 0.01% | +167+18.6% | Added |
| Coastal Bridge Advisors, LLC | 1,227 | $210.0K | 0.04% | +1,227 | New |
| Change Path, LLC | 1,066 | $210.0K | 0.01% | +1,066 | New |
| Financial Management Network Inc | 1,080 | $211.0K | 0.10% | −45−4.0% | Reduced |
| Parsons Capital Management Inc | 1,076 | $212.0K | 0.02% | +1,076 | New |
| NVWM, LLC | 1,080 | $213.0K | 0.07% | 00.0% | Unchanged |
| Equitable Trust Co | 1,090 | $214.0K | 0.01% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 1,092 | $215.0K | 0.22% | −921−45.8% | Reduced |
| Naples Global Advisors, LLC | 1,094 | $215.0K | 0.02% | +1,094 | New |
| Mount Vernon Associates Inc | 1,100 | $216.0K | 0.19% | 00.0% | Unchanged |
| Cadinha & Co LLC | 1,100 | $216.0K | 0.03% | 00.0% | Unchanged |
| Enlightenment Research, LLC | 1,100 | $216.0K | 0.31% | +1,100 | New |
| Claro Advisors LLC | 1,104 | $217.0K | 0.08% | +74+7.2% | Added |
| Enterprise Financial Services Corp | 1,109 | $218.0K | 0.03% | −11−1.0% | Reduced |
| DMG Group, LLC | 1,463 | $219.0K | 0.19% | +1,463 | New |
| IMS Capital Management | 1,126 | $221.0K | 0.11% | 00.0% | Unchanged |
| Bank of Stockton | 1,130 | $222.0K | 0.07% | 00.0% | Unchanged |
| Clarkston Capital Partners, LLC | 1,128 | $222.0K | 0.00% | +8+0.7% | Added |
| Jacobi Capital Management LLC | 1,132 | $223.0K | 0.03% | −15−1.3% | Reduced |