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 |
|---|---|---|---|---|---|
| Redhawk Wealth Advisors, Inc. | 1,134 | $223.0K | 0.06% | +1,134 | New |
| F/M Investments LLC | 1,145 | $225.0K | 0.16% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 1,153 | $227.0K | 0.02% | +1,100+2,075.5% | Added |
| Barrett Asset Management, LLC | 1,170 | $230.0K | 0.01% | +20+1.7% | Added |
| Ancora Advisors, LLC | 1,184 | $233.0K | 0.01% | +7+0.6% | Added |
| Cobblestone Capital Advisors LLC | 1,200 | $236.0K | 0.02% | 00.0% | Unchanged |
| Jefferies Group LLC | 1,201 | $236.2K | 0.00% | −11,299−90.4% | Reduced |
| Montis Financial, LLC | 1,217 | $239.0K | 0.17% | +1,217 | New |
| Alpha Cubed Investments, LLC | 1,223 | $240.0K | 0.02% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 1,225 | $240.0K | 0.01% | 00.0% | Unchanged |
| Marietta Wealth Management, LLC | 1,237 | $243.0K | 0.05% | 00.0% | Unchanged |
| Arabesque Asset Management Ltd | 1,237 | $243.0K | 0.07% | +14+1.1% | Added |
| Choate Investment Advisors | 1,236 | $243.0K | 0.01% | +71+6.1% | Added |
| Money Concepts Capital Corp | 1,246 | $245.0K | 0.02% | +1,246 | New |
| American Portfolios Advisors | 1,255 | $246.9K | 0.01% | +278+28.5% | Added |
| SignalPoint Asset Management, LLC | 1,260 | $247.0K | 0.08% | +5+0.4% | Added |
| Wealthsource Partners, LLC | 1,261 | $248.0K | 0.02% | −13−1.0% | Reduced |
| Destination Wealth Management | 1,264 | $249.0K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,266 | $249.0K | 0.05% | 00.0% | Unchanged |
| S.A. Mason LLC | 1,275 | $251.0K | 0.15% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 1,281 | $252.0K | 0.09% | +60+4.9% | Added |
| Boston Family Office LLC | 1,281 | $252.0K | 0.02% | +1,281 | New |
| SkyOak Wealth, LLC | 1,283 | $252.0K | 0.06% | +1,283 | New |
| Good Life Advisors, LLC | 1,289 | $253.0K | 0.03% | 00.0% | Unchanged |
| Parsec Financial Management, Inc. | 1,300 | $256.0K | 0.01% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 1,304 | $256.0K | 0.05% | +1,304 | New |
| Annapolis Financial Services, LLC | 1,312 | $258.0K | 0.08% | −329−20.0% | Reduced |
| Clearstead Advisors, LLC | 1,310 | $258.0K | 0.02% | −51−3.7% | Reduced |
| Weil Company, Inc. | 1,316 | $259.0K | 0.12% | +7+0.5% | Added |
| Access Financial Services, Inc. | 1,321 | $260.0K | 0.12% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 1,326 | $261.0K | 0.14% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,325 | $261.0K | 0.05% | +300+29.3% | Added |
| Buckingham Strategic Wealth, LLC | 1,331 | $262.0K | 0.01% | +123+10.2% | Added |
| ICW Investment Advisors LLC | 1,346 | $265.0K | 0.15% | +7+0.5% | Added |
| 55I, LLC | 1,347 | $265.0K | 0.01% | +69+5.4% | Added |
| Stock Yards Bank & Trust Co | 1,349 | $265.0K | 0.01% | +209+18.3% | Added |
| Sonora Investment Management Group, LLC | 1,370 | $269.0K | 0.03% | +1,370 | New |
| Grandfield & Dodd, LLC | 1,354 | $270.0K | 0.02% | +20+1.5% | Added |
| Market Street Wealth Management Advisors LLC | 1,382 | $272.0K | 0.09% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 1,382 | $272.0K | 0.01% | +1,382 | New |
| Towerpoint Wealth, LLC | 1,389 | $273.0K | 0.13% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 1,404 | $276.0K | 0.07% | +1,404 | New |
| Mendel Capital Management LLC | 1,404 | $276.0K | 0.25% | +1,404 | New |
| Diversified, LLC | 1,408 | $277.0K | 0.12% | 00.0% | Unchanged |
| M&G Investment Management Ltd | 1,410 | $278.0K | 0.00% | −221−13.5% | Reduced |
| Boston Research & Management Inc | 1,418 | $278.0K | 0.08% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 1,422 | $280.0K | 0.04% | −37−2.5% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 1,428 | $281.0K | 0.01% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 1,434 | $282.0K | 0.02% | 00.0% | Unchanged |
| Foster & Motley Inc | 1,438 | $283.0K | 0.02% | −159−10.0% | Reduced |
| Barings LLC | 1,444 | $284.0K | 0.01% | −155−9.7% | Reduced |
| Koshinski Asset Management, Inc. | 1,449 | $284.9K | 0.02% | −3,427−70.3% | Reduced |
| Gofen & Glossberg LLC | 1,448 | $285.0K | 0.01% | −248−14.6% | Reduced |
| Valeo Financial Advisors, LLC | 1,450 | $285.0K | 0.02% | −41−2.7% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 1,457 | $287.0K | 0.02% | +91+6.7% | Added |
| Azimuth Capital Management LLC | 1,460 | $287.0K | 0.01% | +150+11.5% | Added |
| Shelton Capital Management | 1,478 | $291.0K | 0.01% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 1,488 | $293.0K | 0.05% | 00.0% | Unchanged |
| Summit Financial Group Inc | 1,500 | $295.0K | 0.10% | 00.0% | Unchanged |
| Zevin Asset Management LLC | 1,500 | $295.0K | 0.05% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 1,507 | $296.0K | 0.10% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 1,508 | $297.0K | 0.15% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 1,522 | $299.0K | 0.12% | +2+0.1% | Added |
| Engine No. 1 LLC | 1,537 | $302.0K | 0.06% | +316+25.9% | Added |
| Prosperity Consulting Group, LLC | 1,932 | $303.0K | 0.23% | +1,932 | New |
| Intrust Bank NA | 1,557 | $307.0K | 0.04% | −29−1.8% | Reduced |
| Busey Wealth Management | 1,575 | $310.0K | 0.01% | −409−20.6% | Reduced |
| TD Private Client Wealth LLC | 1,581 | $310.9K | 0.01% | −979−38.2% | Reduced |
| First Affirmative Financial Network | 1,580 | $311.0K | 0.28% | +8+0.5% | Added |
| Brown Brothers Harriman & Co | 1,582 | $311.0K | 0.00% | +588+59.2% | Added |
| Kovack Advisors, Inc. | 1,590 | $313.0K | 0.03% | −1,798−53.1% | Reduced |
| Camden Capital, LLC | 1,596 | $314.0K | 0.07% | −178−10.0% | Reduced |
| Bailard, Inc. | 1,599 | $314.0K | 0.01% | −122−7.1% | Reduced |
| Carroll Financial Associates, Inc. | 1,588 | $316.0K | 0.02% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 1,607 | $316.0K | 0.02% | +503+45.6% | Added |
| Yorktown Management & Research Co Inc | 1,610 | $317.0K | 0.21% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 1,618 | $318.0K | 0.07% | +504+45.2% | Added |
| Two Sigma Securities, LLC | 1,617 | $318.0K | 0.06% | +1,617 | New |
| YHB Investment Advisors, Inc. | 1,624 | $319.0K | 0.03% | 00.0% | Unchanged |
| Tatro Capital, LLC | 1,622 | $319.0K | 0.23% | +10+0.6% | Added |
| Clear Street Markets LLC | 1,624 | $319.0K | 0.03% | +1,624 | New |
| CWS Financial Advisors, LLC | 1,621 | $319.0K | 0.11% | +1,621 | New |
| Hilltop Holdings Inc. | 1,630 | $320.0K | 0.03% | −214−11.6% | Reduced |
| Federated Hermes, Inc. | 1,629 | $320.0K | 0.00% | −143−8.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,643 | $323.0K | 0.07% | +153+10.3% | Added |
| Leisure Capital Management | 1,647 | $324.0K | 0.15% | 00.0% | Unchanged |
| Insight Folios Inc | 1,645 | $324.0K | 0.15% | +40+2.5% | Added |
| Bank of New Hampshire | 1,650 | $325.0K | 0.08% | −50−2.9% | Reduced |
| Golden State Equity Partners | 1,652 | $325.0K | 0.16% | +1,652 | New |
| Schechter Investment Advisors, LLC | 1,654 | $325.0K | 0.03% | +1,654 | New |
| 1st Source Bank | 1,671 | $329.0K | 0.02% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 1,688 | $331.0K | 0.16% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 1,684 | $331.0K | 0.01% | +1,684 | New |
| Security Asset Management | 1,690 | $332.0K | 0.13% | −550−24.6% | Reduced |
| MBB Public Markets I LLC | 1,689 | $332.0K | 0.01% | +1,689 | New |
| Ellis Investment Partners, LLC | 1,694 | $333.0K | 0.08% | −9−0.5% | Reduced |
| Welch & Forbes LLC | 1,695 | $333.0K | 0.00% | 00.0% | Unchanged |
| Pitcairn Co | 1,691 | $333.0K | 0.02% | −2−0.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,697 | $334.0K | 0.02% | −1,400−45.2% | Reduced |
| Stewart & Patten Co LLC | 1,700 | $334.0K | 0.05% | 00.0% | Unchanged |