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 |
|---|---|---|---|---|---|
| IHT Wealth Management, LLC | 1,434 | $282.0K | 0.02% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 1,428 | $281.0K | 0.01% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 1,422 | $280.0K | 0.04% | −37−2.5% | Reduced |
| 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 |
| Diversified, LLC | 1,408 | $277.0K | 0.12% | 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 |
| Towerpoint Wealth, LLC | 1,389 | $273.0K | 0.13% | 00.0% | Unchanged |
| 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 |
| Grandfield & Dodd, LLC | 1,354 | $270.0K | 0.02% | +20+1.5% | Added |
| Sonora Investment Management Group, LLC | 1,370 | $269.0K | 0.03% | +1,370 | New |
| 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 |
| Buckingham Strategic Wealth, LLC | 1,331 | $262.0K | 0.01% | +123+10.2% | Added |
| 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 |
| Access Financial Services, Inc. | 1,321 | $260.0K | 0.12% | 00.0% | Unchanged |
| Weil Company, Inc. | 1,316 | $259.0K | 0.12% | +7+0.5% | Added |
| 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 |
| 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 |
| Good Life Advisors, LLC | 1,289 | $253.0K | 0.03% | 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 |
| S.A. Mason LLC | 1,275 | $251.0K | 0.15% | 00.0% | Unchanged |
| Destination Wealth Management | 1,264 | $249.0K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,266 | $249.0K | 0.05% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 1,261 | $248.0K | 0.02% | −13−1.0% | Reduced |
| SignalPoint Asset Management, LLC | 1,260 | $247.0K | 0.08% | +5+0.4% | Added |
| American Portfolios Advisors | 1,255 | $246.9K | 0.01% | +278+28.5% | Added |
| Money Concepts Capital Corp | 1,246 | $245.0K | 0.02% | +1,246 | New |
| 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 |
| 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 |
| Montis Financial, LLC | 1,217 | $239.0K | 0.17% | +1,217 | New |
| Jefferies Group LLC | 1,201 | $236.2K | 0.00% | −11,299−90.4% | Reduced |
| Cobblestone Capital Advisors LLC | 1,200 | $236.0K | 0.02% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,184 | $233.0K | 0.01% | +7+0.6% | Added |
| Barrett Asset Management, LLC | 1,170 | $230.0K | 0.01% | +20+1.7% | Added |
| Vigilant Capital Management, LLC | 1,153 | $227.0K | 0.02% | +1,100+2,075.5% | Added |
| F/M Investments LLC | 1,145 | $225.0K | 0.16% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 1,132 | $223.0K | 0.03% | −15−1.3% | Reduced |
| Redhawk Wealth Advisors, Inc. | 1,134 | $223.0K | 0.06% | +1,134 | New |
| 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 |
| IMS Capital Management | 1,126 | $221.0K | 0.11% | 00.0% | Unchanged |
| DMG Group, LLC | 1,463 | $219.0K | 0.19% | +1,463 | New |
| Enterprise Financial Services Corp | 1,109 | $218.0K | 0.03% | −11−1.0% | Reduced |
| Claro Advisors LLC | 1,104 | $217.0K | 0.08% | +74+7.2% | Added |
| 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 |
| 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 |
| Equitable Trust Co | 1,090 | $214.0K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 1,080 | $213.0K | 0.07% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 1,076 | $212.0K | 0.02% | +1,076 | New |
| Financial Management Network Inc | 1,080 | $211.0K | 0.10% | −45−4.0% | 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 |
| 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 |
| German American Bancorp, Inc. | 1,052 | $207.0K | 0.03% | 00.0% | Unchanged |
| Madison Asset Management, LLC | 1,040 | $205.0K | 0.00% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 1,038 | $204.0K | 0.04% | 00.0% | Unchanged |
| ASB Consultores, LLC | 1,031 | $203.0K | 0.10% | +1,031 | New |
| 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 |
| Lindbrook Capital, LLC | 1,018 | $200.0K | 0.03% | +130+14.6% | Added |
| Signet Financial Management, LLC | 1,001 | $197.0K | 0.03% | +1,001 | New |
| Leelyn Smith, LLC | 988 | $194.0K | 0.05% | −24−2.4% | Reduced |
| Ellevest, Inc. | 953 | $187.0K | 0.02% | +150+18.7% | Added |
| Sargent Bickham Lagudis LLC | 901 | $177.0K | 0.01% | −100−10.0% | Reduced |
| Gladius Capital Management LP | 893 | $176.0K | 0.06% | +893 | New |
| Glassman Wealth Services | 878 | $173.0K | 0.03% | +627+249.8% | Added |
| Lowe Wealth Advisors, LLC | 860 | $169.0K | 0.07% | 00.0% | Unchanged |
| Kings Point Capital Management | 854 | $168.0K | 0.01% | +36+4.4% | Added |
| Harvest Fund Management Co., Ltd | 836 | $166.0K | 0.03% | +129+18.2% | Added |
| HM Payson & Co | 779 | $153.0K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 745 | $146.0K | 0.09% | +745 | New |
| Ahrens Investment Partners LLC | 730 | $144.0K | 0.06% | +730 | New |
| TFC Financial Management | 707 | $139.0K | 0.04% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 660 | $130.0K | 0.02% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 641 | $126.0K | 0.09% | +641 | New |
| Acropolis Investment Management, LLC | 629 | $124.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 614 | $121.0K | 0.07% | +6+1.0% | Added |
| West Branch Capital LLC | 610 | $120.0K | 0.05% | 00.0% | Unchanged |
| Clean Yield Group | 593 | $117.0K | 0.04% | −742−55.6% | Reduced |
| Atlantic Trust, LLC | 581 | $114.0K | 0.07% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 535 | $104.0K | 0.08% | +535 | New |