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 |
|---|---|---|---|---|---|
| Jmac Enterprises LLC | 3,108 | $468.0K | 0.11% | +3,108 | New |
| Frontier Wealth Management LLC | 2,389 | $470.0K | 0.03% | 00.0% | Unchanged |
| Lido Advisors, LLC | 2,394 | $470.0K | 0.01% | +553+30.0% | Added |
| Baldwin Brothers Inc | 2,400 | $472.0K | 0.05% | 00.0% | Unchanged |
| Lincoln Capital LLC | 2,406 | $473.0K | 0.12% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 2,378 | $473.0K | 0.03% | 00.0% | Unchanged |
| Clarius Group, LLC | 2,416 | $475.0K | 0.04% | +81+3.5% | Added |
| Chicago Trust Co NA | 2,418 | $475.0K | 0.09% | +93+4.0% | Added |
| Accel Wealth Management | 2,421 | $476.0K | 0.23% | +935+62.9% | Added |
| AGF Investments LLC | 2,430 | $478.0K | 0.04% | +75+3.2% | Added |
| Graypoint LLC | 2,436 | $479.0K | 0.05% | −63−2.5% | Reduced |
| Checchi Capital Advisers, LLC | 2,439 | $480.0K | 0.05% | +91+3.9% | Added |
| Conning Inc. | 2,448 | $481.0K | 0.01% | −417−14.6% | Reduced |
| Duncker Streett & Co Inc | 2,464 | $484.0K | 0.08% | +360+17.1% | Added |
| Essex Financial Services, Inc. | 2,469 | $486.0K | 0.05% | −812−24.7% | Reduced |
| Thompson Investment Management, Inc. | 2,470 | $486.0K | 0.07% | 00.0% | Unchanged |
| Premier Asset Management LLC | 2,475 | $487.0K | 0.08% | −3,925−61.3% | Reduced |
| Bender Robert & Associates | 2,495 | $491.0K | 0.14% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,500 | $491.6K | 0.06% | −74−2.9% | Reduced |
| TCI Wealth Advisors, Inc. | 2,509 | $493.0K | 0.07% | +59+2.4% | Added |
| Smith Shellnut Wilson LLC | 2,508 | $493.0K | 0.24% | +98+4.1% | Added |
| Veriti Management LLC | 2,514 | $494.0K | 0.06% | −81−3.1% | Reduced |
| Rossmore Private Capital | 2,516 | $495.0K | 0.08% | +25+1.0% | Added |
| TFG Advisers LLC | 2,546 | $501.0K | 0.22% | −13−0.5% | Reduced |
| Alps Advisors Inc | 2,569 | $505.0K | 0.01% | −716−21.8% | Reduced |
| Csenge Advisory Group | 2,525 | $505.0K | 0.04% | −31−1.2% | Reduced |
| Benchmark Investment Advisors LLC | 2,568 | $505.0K | 0.42% | +2,568 | New |
| Greytown Advisors Inc. | 2,573 | $506.0K | 0.22% | 00.0% | Unchanged |
| JT Stratford LLC | 2,585 | $508.0K | 0.14% | +767+42.2% | Added |
| Empirical Asset Management, LLC | 2,592 | $510.0K | 0.49% | +2,592 | New |
| Stratos Wealth Advisors, LLC | 2,597 | $511.0K | 0.04% | −422−14.0% | Reduced |
| Ameritas Advisory Services, LLC | 2,607 | $513.0K | 0.02% | +2,607 | New |
| Resources Investment Advisors, LLC. | 2,634 | $518.0K | 0.02% | −1,184−31.0% | Reduced |
| HB Wealth Management, LLC | 2,639 | $519.0K | 0.01% | +2,639 | New |
| Braun Stacey Associates Inc | 2,650 | $521.0K | 0.02% | +400+17.8% | Added |
| PFG Advisors | 2,662 | $523.0K | 0.05% | +10.0% | Added |
| TrinityPoint Wealth, LLC | 2,665 | $524.0K | 0.09% | +38+1.4% | Added |
| GW Henssler & Associates Ltd | 2,665 | $524.0K | 0.03% | +2,665 | New |
| Chemung Canal Trust Co | 2,690 | $529.0K | 0.10% | −20,690−88.5% | Reduced |
| Astoria Portfolio Advisors LLC. | 2,702 | $531.0K | 0.42% | +2,702 | New |
| Trust Co | 2,703 | $532.0K | 0.12% | +118+4.6% | Added |
| Trust Co of Toledo NA | 2,708 | $533.0K | 0.08% | −14−0.5% | Reduced |
| Royal Capital Wealth Management, LLC | 2,748 | $540.0K | 0.52% | +2,748 | New |
| Geneos Wealth Management Inc. | 2,758 | $542.0K | 0.02% | −296−9.7% | Reduced |
| Radnor Capital Management, LLC | 2,765 | $544.0K | 0.13% | −365−11.7% | Reduced |
| Tortoise Investment Management, LLC | 2,819 | $554.0K | 0.10% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 2,832 | $557.0K | 0.15% | +232+8.9% | Added |
| Stevens Capital Management LP | 2,862 | $563.0K | 0.13% | +1,488+108.3% | Added |
| Greenwich Investment Management, Inc. | 2,880 | $566.0K | 0.38% | +2,880 | New |
| DGS Capital Management, LLC | 2,880 | $566.0K | 0.35% | +2,880 | New |
| AIA Group Ltd | 2,902 | $571.0K | 0.03% | +436+17.7% | Added |
| Campbell & CO Investment Adviser LLC | 2,950 | $580.0K | 0.20% | +2,950 | New |
| Clifford Swan Investment Counsel LLC | 2,981 | $586.0K | 0.02% | +8+0.3% | Added |
| Crawford Investment Counsel Inc | 2,980 | $586.0K | 0.01% | 00.0% | Unchanged |
| Sound Financial Strategies Group, LLC | 3,001 | $590.0K | 0.30% | −65−2.1% | Reduced |
| Heartland Bank & Trust Co | 3,007 | $591.0K | 0.44% | −162−5.1% | Reduced |
| Parallel Advisors, LLC | 3,004 | $591.0K | 0.02% | +379+14.4% | Added |
| Synovus Financial Corp | 3,008 | $592.0K | 0.01% | +702+30.4% | Added |
| Systematic Alpha Investments, LLC | 3,028 | $595.0K | 0.03% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 3,025 | $595.0K | 0.09% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 3,073 | $604.0K | 0.04% | +3,073 | New |
| Avantax Advisory Services, Inc. | 3,080 | $606.0K | 0.01% | +357+13.1% | Added |
| HBK Sorce Advisory LLC | 3,127 | $615.0K | 0.03% | −24−0.8% | Reduced |
| Engineers Gate Manager LP | 3,133 | $616.0K | 0.03% | −2,387−43.2% | Reduced |
| Capital Investment Counsel, Inc | 3,145 | $618.0K | 0.12% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 3,140 | $618.0K | 0.50% | +288+10.1% | Added |
| Pinnacle Holdings, LLC | 3,162 | $621.8K | 0.26% | −5−0.2% | Reduced |
| Sciencast Management LP | 3,170 | $622.0K | 0.11% | −7,273−69.6% | Reduced |
| Leavell Investment Management, Inc. | 3,171 | $624.0K | 0.04% | −2,100−39.8% | Reduced |
| Verity Asset Management, Inc. | 3,195 | $628.0K | 0.37% | +319+11.1% | Added |
| Bridgefront Capital, LLC | 3,202 | $630.0K | 0.61% | +1,636+104.5% | Added |
| Private Trust Co NA | 3,211 | $631.0K | 0.09% | −123−3.7% | Reduced |
| Empowered Funds, LLC | 3,219 | $633.0K | 0.07% | +222+7.4% | Added |
| Verition Fund Management LLC | 3,218 | $633.0K | 0.01% | +1,429+79.9% | Added |
| Essex Savings Bank | 3,261 | $642.0K | 0.22% | −151−4.4% | Reduced |
| Nicolet Bankshares Inc | 3,310 | $651.0K | 0.14% | −695−17.4% | Reduced |
| Middleton & Co Inc | 3,310 | $651.0K | 0.06% | 00.0% | Unchanged |
| Johanson Financial Advisors, Inc. | 3,339 | $657.0K | 0.20% | +18+0.5% | Added |
| Pathstone Family Office, LLC | 3,342 | $657.0K | 0.02% | +1,936+137.7% | Added |
| Exchange Traded Concepts, LLC | 3,363 | $661.0K | 0.01% | +1,501+80.6% | Added |
| Virtu Financial LLC | 3,365 | $662.0K | 0.07% | +498+17.4% | Added |
| Evoke Wealth, LLC | 3,374 | $663.0K | 0.02% | −138−3.9% | Reduced |
| Autus Asset Management, LLC | 3,410 | $671.0K | 0.07% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 3,443 | $677.0K | 0.09% | +9+0.3% | Added |
| Dorsey & Whitney Trust CO LLC | 3,456 | $679.0K | 0.06% | −1,491−30.1% | Reduced |
| Aspen Investment Management Inc | 3,452 | $679.0K | 0.33% | +497+16.8% | Added |
| LaFleur & Godfrey LLC | 3,460 | $680.0K | 0.09% | −240−6.5% | Reduced |
| Ethic Inc. | 3,462 | $681.0K | 0.05% | +493+16.6% | Added |
| ExodusPoint Capital Management, LP | 3,481 | $685.0K | 0.01% | −24,844−87.7% | Reduced |
| XTX Topco Ltd | 3,499 | $688.0K | 0.39% | +40+1.2% | Added |
| Empirical Finance, LLC | 3,510 | $690.0K | 0.08% | +620+21.5% | Added |
| CenterStar Asset Management, LLC | – | $697.0K | 0.53% | – | – |
| Signaturefd, LLC | 3,553 | $699.0K | 0.02% | +83+2.4% | Added |
| Profund Advisors LLC | 3,554 | $699.0K | 0.02% | +190+5.6% | Added |
| Rothschild Investment Corp | 3,581 | $704.0K | 0.05% | −1,350−27.4% | Reduced |
| Pensionfund DSM Netherlands | 3,600 | $708.0K | 0.08% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 3,636 | $715.0K | 0.20% | +568+18.5% | Added |
| Roberts Glore & Co Inc | 3,662 | $720.0K | 0.19% | −225−5.8% | Reduced |
| Mission Wealth Management, LP | 3,669 | $721.0K | 0.03% | +114+3.2% | Added |
| Cambridge Trust Co | 3,672 | $722.0K | 0.02% | +384+11.7% | Added |