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 |
|---|---|---|---|---|---|
| Baker Ellis Asset Management LLC | 1,960 | $385.0K | 0.07% | 00.0% | Unchanged |
| First Commonwealth Financial Corp | 1,955 | $384.0K | 0.12% | −11−0.6% | Reduced |
| Sentry Investment Management LLC | 1,954 | $384.0K | 0.10% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 1,944 | $382.0K | 0.15% | +56+3.0% | Added |
| Alpha Paradigm Partners, LLC | 1,944 | $382.0K | 0.15% | +1,944 | New |
| Woodmont Investment Counsel LLC | 1,940 | $381.0K | 0.05% | 00.0% | Unchanged |
| Boltwood Capital Management | 1,931 | $380.0K | 0.14% | −94−4.6% | Reduced |
| First Bank & Trust | 1,927 | $379.0K | 0.16% | −14−0.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 1,924 | $378.0K | 0.03% | +135+7.5% | Added |
| Intercontinental Wealth Advisors, LLC | 1,917 | $377.0K | 0.08% | 00.0% | Unchanged |
| Independent Advisor Alliance | 1,918 | $377.0K | 0.02% | +1,918 | New |
| Lake Street Financial LLC | 1,903 | $374.0K | 0.07% | +1,903 | New |
| IFP Advisors, Inc | 1,885 | $372.0K | 0.01% | +67+3.7% | Added |
| Integrated Wealth Concepts LLC | 1,878 | $369.0K | 0.01% | −7−0.4% | Reduced |
| Pekin Hardy Strauss, Inc. | 1,875 | $369.0K | 0.05% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 1,877 | $369.0K | 0.01% | +332+21.5% | Added |
| CAPROCK Group, Inc. | 1,857 | $365.0K | 0.03% | +55+3.1% | Added |
| Teza Capital Management LLC | 1,855 | $365.0K | 0.10% | +1,855 | New |
| Glenview Trust Co | 1,846 | $363.0K | 0.01% | +1,846 | New |
| MUFG Americas Holdings Corp | 1,842 | $362.0K | 0.01% | −300−14.0% | Reduced |
| Edgestream Partners, L.P. | 1,836 | $361.0K | 0.02% | −18,069−90.8% | Reduced |
| First Hawaiian Bank | 1,834 | $361.0K | 0.01% | −696−27.5% | Reduced |
| Krane Funds Advisors LLC | 1,834 | $361.0K | 0.01% | −71−3.7% | Reduced |
| Phoenix Wealth Advisors | 1,798 | $354.0K | 0.27% | −399−18.2% | Reduced |
| Financial Consulate, Inc | 1,801 | $354.0K | 0.12% | +1+0.1% | Added |
| Triangle Securities Wealth Management | 1,801 | $354.0K | 0.11% | +215+13.6% | Added |
| Paradigm Asset Management Co LLC | 1,800 | $354.0K | 0.09% | −300−14.3% | Reduced |
| Soltis Investment Advisors LLC | 1,795 | $353.0K | 0.05% | +3+0.2% | Added |
| Center For Asset Management LLC | 1,790 | $352.0K | 0.26% | +667+59.4% | Added |
| Smith, Salley & Associates | 1,782 | $350.0K | 0.02% | 00.0% | Unchanged |
| SC&H Financial Advisors, Inc. | 1,779 | $350.0K | 0.19% | +1,779 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,777 | $349.0K | 0.00% | −299−14.4% | Reduced |
| Ashford Capital Management Inc | 1,776 | $349.0K | 0.03% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 1,815 | $348.0K | 0.01% | −503−21.7% | Reduced |
| BSW Wealth Partners | 1,772 | $348.0K | 0.09% | 00.0% | Unchanged |
| BHK Investment Advisors, LLC | 1,757 | $345.0K | 0.14% | −29−1.6% | Reduced |
| TownSquare Capital, LLC | 1,751 | $344.0K | 0.01% | −47−2.6% | Reduced |
| Mountain Pacific Investment Advisers Inc | 1,750 | $344.0K | 0.02% | 00.0% | Unchanged |
| Innovative Portfolios LLC | 1,749 | $344.0K | 1.95% | 00.0% | Unchanged |
| Old National Bancorp | 1,746 | $343.0K | 0.01% | −141−7.5% | Reduced |
| Sustainable Insight Capital Management, LLC | 1,741 | $342.0K | 0.18% | +22+1.3% | Added |
| Cornell Pochily Investment Advisors, Inc. | 1,733 | $341.0K | 0.13% | −49−2.7% | Reduced |
| Meiji Yasuda Life Insurance Co | 1,735 | $341.0K | 0.01% | +5+0.3% | Added |
| Evergreen Capital Management LLC | 1,729 | $340.0K | 0.01% | −24−1.4% | Reduced |
| Orion Portfolio Solutions, LLC | 1,724 | $339.0K | 0.01% | +176+11.4% | Added |
| Forum Financial Management, LP | 1,723 | $339.0K | 0.02% | +1,723 | New |
| Bahl & Gaynor Inc | 1,716 | $337.0K | 0.00% | 00.0% | Unchanged |
| Cooper Financial Group | 1,707 | $336.0K | 0.13% | +65+4.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,697 | $334.0K | 0.02% | −1,400−45.2% | Reduced |
| Stewart & Patten Co LLC | 1,700 | $334.0K | 0.05% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 1,700 | $334.0K | 0.29% | +1,700 | New |
| Ellis Investment Partners, LLC | 1,694 | $333.0K | 0.08% | −9−0.5% | Reduced |
| Welch & Forbes LLC | 1,695 | $333.0K | 0.00% | 00.0% | Unchanged |
| Pitcairn Co | 1,691 | $333.0K | 0.02% | −2−0.1% | Reduced |
| Security Asset Management | 1,690 | $332.0K | 0.13% | −550−24.6% | Reduced |
| MBB Public Markets I LLC | 1,689 | $332.0K | 0.01% | +1,689 | New |
| Allred Capital Management, LLC | 1,688 | $331.0K | 0.16% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 1,684 | $331.0K | 0.01% | +1,684 | New |
| 1st Source Bank | 1,671 | $329.0K | 0.02% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,650 | $325.0K | 0.08% | −50−2.9% | Reduced |
| Golden State Equity Partners | 1,652 | $325.0K | 0.16% | +1,652 | New |
| Schechter Investment Advisors, LLC | 1,654 | $325.0K | 0.03% | +1,654 | New |
| Leisure Capital Management | 1,647 | $324.0K | 0.15% | 00.0% | Unchanged |
| Insight Folios Inc | 1,645 | $324.0K | 0.15% | +40+2.5% | Added |
| GPS Wealth Strategies Group, LLC | 1,643 | $323.0K | 0.07% | +153+10.3% | Added |
| Hilltop Holdings Inc. | 1,630 | $320.0K | 0.03% | −214−11.6% | Reduced |
| Federated Hermes, Inc. | 1,629 | $320.0K | 0.00% | −143−8.1% | Reduced |
| YHB Investment Advisors, Inc. | 1,624 | $319.0K | 0.03% | 00.0% | Unchanged |
| Tatro Capital, LLC | 1,622 | $319.0K | 0.23% | +10+0.6% | Added |
| Clear Street Markets LLC | 1,624 | $319.0K | 0.03% | +1,624 | New |
| CWS Financial Advisors, LLC | 1,621 | $319.0K | 0.11% | +1,621 | New |
| Thoroughbred Financial Services, LLC | 1,618 | $318.0K | 0.07% | +504+45.2% | Added |
| Two Sigma Securities, LLC | 1,617 | $318.0K | 0.06% | +1,617 | New |
| Yorktown Management & Research Co Inc | 1,610 | $317.0K | 0.21% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 1,588 | $316.0K | 0.02% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 1,607 | $316.0K | 0.02% | +503+45.6% | Added |
| Camden Capital, LLC | 1,596 | $314.0K | 0.07% | −178−10.0% | Reduced |
| Bailard, Inc. | 1,599 | $314.0K | 0.01% | −122−7.1% | Reduced |
| Kovack Advisors, Inc. | 1,590 | $313.0K | 0.03% | −1,798−53.1% | Reduced |
| First Affirmative Financial Network | 1,580 | $311.0K | 0.28% | +8+0.5% | Added |
| Brown Brothers Harriman & Co | 1,582 | $311.0K | 0.00% | +588+59.2% | Added |
| TD Private Client Wealth LLC | 1,581 | $310.9K | 0.01% | −979−38.2% | Reduced |
| Busey Wealth Management | 1,575 | $310.0K | 0.01% | −409−20.6% | Reduced |
| Intrust Bank NA | 1,557 | $307.0K | 0.04% | −29−1.8% | Reduced |
| Prosperity Consulting Group, LLC | 1,932 | $303.0K | 0.23% | +1,932 | New |
| Engine No. 1 LLC | 1,537 | $302.0K | 0.06% | +316+25.9% | Added |
| Investment Partners, Ltd. | 1,522 | $299.0K | 0.12% | +2+0.1% | Added |
| Perritt Capital Management Inc | 1,508 | $297.0K | 0.15% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 1,507 | $296.0K | 0.10% | 00.0% | Unchanged |
| Summit Financial Group Inc | 1,500 | $295.0K | 0.10% | 00.0% | Unchanged |
| Zevin Asset Management LLC | 1,500 | $295.0K | 0.05% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 1,488 | $293.0K | 0.05% | 00.0% | Unchanged |
| Shelton Capital Management | 1,478 | $291.0K | 0.01% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 1,457 | $287.0K | 0.02% | +91+6.7% | Added |
| Azimuth Capital Management LLC | 1,460 | $287.0K | 0.01% | +150+11.5% | Added |
| Gofen & Glossberg LLC | 1,448 | $285.0K | 0.01% | −248−14.6% | Reduced |
| Valeo Financial Advisors, LLC | 1,450 | $285.0K | 0.02% | −41−2.7% | Reduced |
| Koshinski Asset Management, Inc. | 1,449 | $284.9K | 0.02% | −3,427−70.3% | Reduced |
| Barings LLC | 1,444 | $284.0K | 0.01% | −155−9.7% | Reduced |
| Foster & Motley Inc | 1,438 | $283.0K | 0.02% | −159−10.0% | Reduced |