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 |
|---|---|---|---|---|---|
| PSI Advisors, LLC | 525 | $103.0K | 0.04% | 00.0% | Unchanged |
| Proequities, Inc. | 516 | $101.0K | 0.01% | −249−32.5% | Reduced |
| Financial Management Professionals, Inc. | 506 | $99.0K | 0.02% | −6−1.2% | Reduced |
| Fortis Advisors, LLC | 500 | $98.0K | 0.06% | 00.0% | Unchanged |
| 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 |
| 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 |
| Webster Bank, N. A. | 479 | $94.0K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 477 | $94.0K | 0.01% | 00.0% | Unchanged |
| FAI Wealth Management | 450 | $88.0K | 0.07% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 436 | $85.7K | 0.01% | +324+289.3% | Added |
| Plante Moran Financial Advisors, LLC | 431 | $85.0K | 0.01% | +57+15.2% | Added |
| Carolinas Wealth Consulting LLC | 411 | $81.0K | 0.02% | +90+28.0% | Added |
| Aquatic Capital Management LLC | 400 | $79.0K | 0.15% | +400 | New |
| Silvant Capital Management LLC | 381 | $75.0K | 0.01% | 00.0% | Unchanged |
| Norway Savings Bank | 345 | $68.0K | 0.03% | −50−12.7% | Reduced |
| Dividend Assets Capital, LLC | 345 | $68.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Massmutual Trust Co FSB | 294 | $58.0K | 0.00% | +6+2.1% | Added |
| 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 |
| Fortitude Advisory Group L.L.C. | 278 | $54.0K | 0.03% | +278 | New |
| Masso Torrence Wealth Management Inc. | 271 | $53.0K | 0.04% | +271 | 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 |
| Harbour Investments, Inc. | 258 | $51.0K | 0.00% | −704−73.2% | Reduced |
| Guardian Wealth Management, Inc. | 257 | $51.0K | 0.05% | +257 | New |
| Column Capital Advisors, LLC | 253 | $50.0K | 0.01% | +153+153.0% | Added |
| Fred Alger Management, LLC | 244 | $48.0K | 0.00% | −272−52.7% | Reduced |
| North Star Investment Management Corp. | 240 | $47.0K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 236 | $46.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 233 | $46.0K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 230 | $45.0K | 0.02% | −2,636−92.0% | Reduced |
| 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 |
| 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 |
| State of Wyoming | 207 | $41.0K | 0.02% | −414−66.7% | Reduced |
| FinTrust Capital Advisors, LLC | 207 | $41.0K | 0.01% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 202 | $40.0K | 0.01% | −2−1.0% | Reduced |
| Adirondack Trust Co | 200 | $39.0K | 0.02% | 00.0% | Unchanged |
| Logan Capital Management Inc | 198 | $39.0K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 200 | $39.0K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 195 | $38.0K | 0.01% | +195 | New |
| Artemis Wealth Advisors, LLC | 186 | $36.0K | 0.00% | −3−1.6% | Reduced |
| Baystate Wealth Management LLC | 173 | $34.0K | 0.00% | +151+686.4% | Added |
| Sound Income Strategies, LLC | 166 | $33.0K | 0.00% | −7−4.0% | Reduced |
| Acadian Asset Management LLC | 163 | $32.0K | 0.00% | −113−40.9% | Reduced |
| Sandy Cove Advisors, LLC | 165 | $32.0K | 0.03% | +165 | New |
| Fieldpoint Private Securities, LLC | 159 | $31.0K | 0.01% | +5+3.2% | Added |
| First Personal Financial Services | 150 | $29.0K | 0.01% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 147 | $29.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 148 | $29.0K | 0.01% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 147 | $29.0K | 0.04% | +147 | New |
| Amplius Wealth Advisors, LLC | 151 | $29.0K | 0.00% | +151 | New |
| Bivin & Associates, Inc. | 145 | $29.0K | 0.03% | +145 | New |
| Covestor Ltd | 138 | $27.0K | 0.04% | +138 | New |
| Prestige Wealth Management Group LLC | 134 | $26.0K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 130 | $25.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 127 | $25.0K | 0.00% | +4+3.3% | Added |
| Bell Investment Advisors, Inc | 126 | $25.0K | 0.01% | +13+11.5% | Added |
| Penserra Capital Management LLC | 126 | $24.0K | 0.00% | +6+5.0% | Added |
| Private Capital Group, LLC | 117 | $23.0K | 0.00% | −56−32.4% | Reduced |
| Earnest Partners LLC | 118 | $23.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 115 | $23.0K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 119 | $23.0K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 118 | $23.0K | 0.00% | +65+122.6% | Added |
| Equitec Proprietary Markets, LLC | 119 | $23.0K | 0.01% | +119 | New |
| Lee Financial Co | 111 | $22.0K | 0.00% | +11+11.0% | Added |
| Zions Bancorporation, N.A. | 108 | $21.0K | 0.00% | −62−36.5% | Reduced |
| Asset Dedication, LLC | 107 | $21.0K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 111 | $21.0K | 0.01% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 100 | $20.0K | 0.00% | −49−32.9% | Reduced |
| Kistler-Tiffany Companies, LLC | 100 | $20.0K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 100 | $20.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 100 | $20.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 100 | $20.0K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 95 | $19.0K | 0.00% | −15−13.6% | Reduced |
| Seldon Capital LP | 95 | $19.0K | 0.01% | +95 | New |
| Jones Financial Companies LLLP | 89 | $18.0K | 0.00% | −85−48.9% | Reduced |
| AdvisorNet Financial, Inc | 91 | $18.0K | 0.00% | +25+37.9% | Added |
| Tilia Fiduciary Partners, Inc. | 91 | $18.0K | 0.01% | +91 | New |
| Concorde Financial Corp | 81 | $16.0K | 0.01% | +81 | New |
| NuWave Investment Management, LLC | 78 | $15.0K | 0.02% | −2,126−96.5% | Reduced |
| SRS Capital Advisors, Inc. | 75 | $15.0K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 74 | $15.0K | 0.01% | +74 | New |
| FSB Premier Wealth Management, Inc. | 75 | $14.0K | 0.01% | +75 | New |
| Delos Wealth Advisors, LLC | 72 | $14.0K | 0.01% | +72 | New |
| Investors Research Corp | 65 | $13.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 65 | $13.0K | 0.00% | +15+30.0% | Added |
| Bogart Wealth, LLC | 60 | $12.0K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 59 | $12.0K | 0.00% | +38+181.0% | Added |
| EverSource Wealth Advisors, LLC | 56 | $11.0K | 0.00% | +56 | New |