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 |
|---|---|---|---|---|---|
| Sutton Wealth Advisors Inc. | 51 | $10.0K | 0.00% | +8+18.6% | Added |
| Optimum Investment Advisors | 51 | $10.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 50 | $10.0K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 51 | $10.0K | 0.00% | +51 | New |
| Retirement Planning Co of New England, Inc. | 53 | $10.0K | 0.00% | +53 | New |
| Loomis Sayles & Co L P | 44 | $9.00K | 0.00% | −63−58.9% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 48 | $9.00K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 45 | $9.00K | 0.00% | 00.0% | Unchanged |
| Motco | 40 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 40 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 43 | $8.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 37 | $7.28K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 36 | $7.00K | 0.00% | −1,062−96.7% | Reduced |
| Sugarloaf Wealth Management, LLC | 38 | $7.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 38 | $7.00K | 0.00% | +38 | New |
| Global Financial Private Client, LLC | 31 | $6.10K | 0.00% | +23+287.5% | Added |
| Hudock, Inc. | 33 | $6.00K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 29 | $6.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 28 | $6.00K | 0.00% | +28 | New |
| KB Financial Partners, LLC | 29 | $6.00K | 0.00% | +29 | New |
| Creative Financial Designs Inc | 26 | $5.00K | 0.00% | −34−56.7% | Reduced |
| JFS Wealth Advisors, LLC | 26 | $5.00K | 0.00% | +26 | New |
| Sierra Capital LLC | 25 | $5.00K | 0.00% | +25 | New |
| Rise Advisors, LLC | 24 | $4.69K | 0.00% | +24 | New |
| Copeland Capital Management, LLC | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| HWG Holdings LP | 22 | $4.00K | 0.00% | +22 | New |
| Schubert & Co | 20 | $4.00K | 0.00% | +20 | New |
| Versant Capital Management, Inc | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 15 | $3.00K | 0.00% | +13+650.0% | Added |
| Ford Financial Group, LLC | 16 | $3.00K | 0.00% | +16 | New |
| Core Alternative Capital | 14 | $3.00K | 0.00% | +14 | New |
| Standard Family Office LLC | 17 | $3.00K | 0.03% | +17 | New |
| ClariVest Asset Management LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 7 | $1.39K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Capital Advisors, Ltd. LLC | 3 | $1.00K | 0.00% | +3 | New |
| Curi Capital | 10 | $1.00K | 0.00% | +10 | New |
| Cassady Schiller Wealth Management, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Zullo Investment Group, Inc. | 7 | $1.00K | 0.00% | +7 | New |
| WestEnd Advisors, LLC | 3 | $589 | 0.00% | – | – |
| Exane Derivatives | 2 | $393 | 0.00% | +2 | New |
| SOA Wealth Advisors, LLC. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 6,107 | – | – | +6,052+11,003.6% | Added |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −621,702−100.0% | Sold out |
| Payden & Rygel | 0 | $0 | 0.00% | −103,400−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −95,566−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −81,412−100.0% | Sold out |
| Adams Diversified Equity Fund, Inc. | 0 | $0 | 0.00% | −66,800−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −59,303−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −57,030−100.0% | Sold out |
| Marvin & Palmer Associates Inc | 0 | $0 | 0.00% | −41,356−100.0% | Sold out |
| Mandatum Life Insurance Co Ltd | 0 | $0 | 0.00% | −39,437−100.0% | Sold out |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −36,775−100.0% | Sold out |
| Distillate Capital Partners LLC | 0 | $0 | 0.00% | −18,361−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −16,374−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −12,255−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −11,504−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −10,933−100.0% | Sold out |
| Verdad Advisers, LP | 0 | $0 | 0.00% | −9,500−100.0% | Sold out |
| Cim, LLC | 0 | $0 | 0.00% | −6,914−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −7,538−100.0% | Sold out |
| Morse Asset Management, Inc | 0 | $0 | 0.00% | −6,890−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −6,716−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −6,221−100.0% | Sold out |
| Taylor, Cottrill, Erickson & Associates, Inc. | 0 | $0 | 0.00% | −6,180−100.0% | Sold out |
| Sawgrass Asset Management LLC | 0 | $0 | 0.00% | −5,567−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −5,096−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −5,091−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −5,052−100.0% | Sold out |
| Moody Aldrich Partners LLC | 0 | $0 | 0.00% | −4,882−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −4,729−100.0% | Sold out |
| LSV Asset Management | 0 | $0 | 0.00% | −4,700−100.0% | Sold out |
| Q3 Asset Management | 0 | $0 | 0.00% | −4,027−100.0% | Sold out |
| Childress Capital Advisors, LLC | 0 | $0 | 0.00% | −2,387−100.0% | Sold out |
| Kessler Investment Group, LLC | 0 | $0 | 0.00% | −2,251−100.0% | Sold out |
| Van Cleef Asset Management,Inc | 0 | $0 | 0.00% | −2,150−100.0% | Sold out |
| Davy Global Fund Management Ltd | 0 | $0 | 0.00% | −2,142−100.0% | Sold out |
| Moors & Cabot, Inc. | 0 | $0 | 0.00% | −1,994−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −1,936−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −1,849−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −1,619−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −1,608−100.0% | Sold out |
| Strategy Asset Managers LLC | 0 | $0 | 0.00% | −1,584−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −1,524−100.0% | Sold out |
| Slow Capital, Inc. | 0 | $0 | 0.00% | −1,413−100.0% | Sold out |
| Americana Partners, LLC | 0 | $0 | 0.00% | −1,383−100.0% | Sold out |
| Van Hulzen Asset Management, LLC | 0 | $0 | 0.00% | −1,314−100.0% | Sold out |
| Wakefield Asset Management LLLP | 0 | $0 | 0.00% | −1,285−100.0% | Sold out |
| Measured Wealth Private Client Group, LLC | 0 | $0 | 0.00% | −1,274−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Rehmann Capital Advisory Group | 0 | $0 | 0.00% | −985−100.0% | Sold out |
| Dowling & Yahnke LLC | 0 | $0 | 0.00% | −1,110−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |