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 |
|---|---|---|---|---|---|
| DGS Capital Management, LLC | 2,880 | $566.0K | 0.35% | +2,880 | New |
| Stevens Capital Management LP | 2,862 | $563.0K | 0.13% | +1,488+108.3% | Added |
| GYL Financial Synergies, LLC | 2,832 | $557.0K | 0.15% | +232+8.9% | Added |
| Tortoise Investment Management, LLC | 2,819 | $554.0K | 0.10% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 2,765 | $544.0K | 0.13% | −365−11.7% | Reduced |
| Geneos Wealth Management Inc. | 2,758 | $542.0K | 0.02% | −296−9.7% | Reduced |
| Royal Capital Wealth Management, LLC | 2,748 | $540.0K | 0.52% | +2,748 | New |
| Trust Co of Toledo NA | 2,708 | $533.0K | 0.08% | −14−0.5% | Reduced |
| Trust Co | 2,703 | $532.0K | 0.12% | +118+4.6% | Added |
| Astoria Portfolio Advisors LLC. | 2,702 | $531.0K | 0.42% | +2,702 | New |
| Chemung Canal Trust Co | 2,690 | $529.0K | 0.10% | −20,690−88.5% | Reduced |
| 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 |
| PFG Advisors | 2,662 | $523.0K | 0.05% | +10.0% | Added |
| Braun Stacey Associates Inc | 2,650 | $521.0K | 0.02% | +400+17.8% | Added |
| HB Wealth Management, LLC | 2,639 | $519.0K | 0.01% | +2,639 | New |
| Resources Investment Advisors, LLC. | 2,634 | $518.0K | 0.02% | −1,184−31.0% | Reduced |
| Ameritas Advisory Services, LLC | 2,607 | $513.0K | 0.02% | +2,607 | New |
| Stratos Wealth Advisors, LLC | 2,597 | $511.0K | 0.04% | −422−14.0% | Reduced |
| Empirical Asset Management, LLC | 2,592 | $510.0K | 0.49% | +2,592 | New |
| JT Stratford LLC | 2,585 | $508.0K | 0.14% | +767+42.2% | Added |
| Greytown Advisors Inc. | 2,573 | $506.0K | 0.22% | 00.0% | Unchanged |
| 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 |
| TFG Advisers LLC | 2,546 | $501.0K | 0.22% | −13−0.5% | Reduced |
| Rossmore Private Capital | 2,516 | $495.0K | 0.08% | +25+1.0% | Added |
| Veriti Management LLC | 2,514 | $494.0K | 0.06% | −81−3.1% | 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 |
| Anchor Investment Management, LLC | 2,500 | $491.6K | 0.06% | −74−2.9% | Reduced |
| Bender Robert & Associates | 2,495 | $491.0K | 0.14% | 00.0% | Unchanged |
| Premier Asset Management LLC | 2,475 | $487.0K | 0.08% | −3,925−61.3% | Reduced |
| 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 |
| Duncker Streett & Co Inc | 2,464 | $484.0K | 0.08% | +360+17.1% | Added |
| Conning Inc. | 2,448 | $481.0K | 0.01% | −417−14.6% | Reduced |
| Checchi Capital Advisers, LLC | 2,439 | $480.0K | 0.05% | +91+3.9% | Added |
| Graypoint LLC | 2,436 | $479.0K | 0.05% | −63−2.5% | Reduced |
| AGF Investments LLC | 2,430 | $478.0K | 0.04% | +75+3.2% | Added |
| Accel Wealth Management | 2,421 | $476.0K | 0.23% | +935+62.9% | Added |
| 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 |
| 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 |
| Baldwin Brothers Inc | 2,400 | $472.0K | 0.05% | 00.0% | Unchanged |
| 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 |
| Jmac Enterprises LLC | 3,108 | $468.0K | 0.11% | +3,108 | New |
| Cetera Advisors LLC | 2,368 | $466.0K | 0.01% | −402−14.5% | Reduced |
| Fukoku Mutual Life Insurance Co | 2,340 | $460.0K | 0.03% | +80+3.5% | Added |
| Vestmark Advisory Solutions, Inc. | 2,338 | $460.0K | 0.03% | +167+7.7% | Added |
| Liberty Capital Management, Inc. | 2,329 | $458.0K | 0.12% | 00.0% | Unchanged |
| Savant Capital, LLC | 2,323 | $457.0K | 0.01% | +312+15.5% | Added |
| Equitable Holdings, Inc. | 2,310 | $454.0K | 0.01% | +2,310 | New |
| Quadrant Capital Group LLC | 2,301 | $452.0K | 0.05% | +9+0.4% | Added |
| Barnes Pettey Financial Advisors, LLC | 2,300 | $452.0K | 0.52% | +2,300 | New |
| Ergoteles LLC | 2,293 | $451.0K | 0.02% | −464−16.8% | Reduced |
| People's United Financial, Inc. | 2,296 | $451.0K | 0.01% | −53−2.3% | Reduced |
| Capstone Investment Advisors, LLC | 2,274 | $447.0K | 0.01% | −7,994−77.9% | Reduced |
| Wimmer Associates 1, LLC | 2,260 | $444.0K | 0.24% | +90+4.1% | Added |
| First Horizon Advisors, Inc. | 2,251 | $442.0K | 0.01% | −10.0% | Reduced |
| City Holding Co | 3,037 | $439.0K | 0.07% | +589+24.1% | Added |
| Ritholtz Wealth Management | 2,232 | $439.0K | 0.03% | +31+1.4% | Added |
| Trust Asset Management LLC | 2,222 | $437.0K | 0.05% | 00.0% | Unchanged |
| Financial Advisors Network, Inc. | 2,210 | $435.0K | 0.10% | −142−6.0% | Reduced |
| Latitude Advisors, LLC | 2,206 | $434.0K | 0.12% | +373+20.3% | Added |
| Somerville Kurt F | 2,200 | $433.0K | 0.06% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 2,183 | $430.0K | 0.07% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 2,188 | $430.0K | 0.06% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 2,184 | $429.0K | 0.02% | +2,184 | New |
| Qtron Investments LLC | 2,170 | $427.0K | 0.10% | −4,359−66.8% | Reduced |
| Reynders McVeigh Capital Management, LLC | 2,170 | $427.0K | 0.02% | 00.0% | Unchanged |
| Campbell Newman Asset Management Inc | 2,166 | $426.0K | 0.04% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 2,157 | $425.0K | 0.03% | +67+3.2% | Added |
| Advisory Research Inc | 2,150 | $423.0K | 0.03% | −595−21.7% | Reduced |
| Archford Capital Strategies, LLC | 2,141 | $421.0K | 0.10% | +47+2.2% | Added |
| Prostatis Group LLC | 2,136 | $420.0K | 0.26% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 2,138 | $420.0K | 0.01% | +162+8.2% | Added |
| V Wealth Advisors LLC | 2,118 | $416.0K | 0.06% | −727−25.6% | Reduced |
| Advisors Capital Management, LLC | 2,095 | $412.0K | 0.01% | −102−4.6% | Reduced |
| Main Street Financial Solutions, LLC | 2,084 | $410.0K | 0.06% | +65+3.2% | Added |
| Argent Trust Co | 2,070 | $407.0K | 0.02% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 2,054 | $406.0K | 0.04% | −4−0.2% | Reduced |
| Fulton Bank, N.A. | 2,055 | $404.0K | 0.02% | −50−2.4% | Reduced |
| JJJ Advisors Inc. | 2,021 | $397.0K | 0.12% | +141+7.5% | Added |
| Balentine LLC | 2,017 | $397.0K | 0.01% | +464+29.9% | Added |
| Haverford Trust Co | 2,008 | $395.0K | 0.00% | +10.0% | Added |
| Beacon Pointe Advisors, LLC | 2,010 | $395.0K | 0.01% | +287+16.7% | Added |
| TL Private Wealth | 2,500 | $394.0K | 0.22% | 00.0% | Unchanged |
| American National Bank | 2,002 | $394.0K | 0.08% | +1,620+424.1% | Added |
| Tiedemann Advisors, LLC | 2,000 | $393.0K | 0.02% | 00.0% | Unchanged |
| First Farmers & Merchants Bank / Trust | 2,000 | $393.0K | 0.39% | +2,000 | New |
| Okabena Investment Services Inc | 1,995 | $392.0K | 0.15% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,994 | $392.0K | 0.01% | +1,994 | New |
| Metis Global Partners, LLC | 1,981 | $390.0K | 0.11% | +1,981 | New |
| FineMark National Bank & Trust | 1,980 | $389.0K | 0.01% | +3+0.2% | Added |
| Seeyond | 1,970 | $387.0K | 0.04% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 1,968 | $387.0K | 0.18% | +1,968 | New |
| Woodard & Co Asset Management Group Inc | 1,958 | $385.0K | 0.18% | −190−8.8% | Reduced |