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, Q1 2022
Institutional positions in Price T Rowe Group Inc as of Mar 31, 2022. 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
- 1,104
- −34 vs. Q4 2021
- Shares held
- 166.3M
- +2.84M (+1.7%) vs. Q4 2021
- Total value
- $24.7B
- −$7.28B (−22.8%) vs. Q4 2021
- New holders
- 104
- 468 more added
- Sold out
- 138
- 368 more reduced
12 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Price T Rowe Group Inc; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Key Financial Inc | 224 | $34.0K | 0.02% | 00.0% | Unchanged |
| Private Ocean, LLC | 233 | $35.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 240 | $36.0K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 236 | $36.0K | 0.02% | +12+5.4% | Added |
| Fortitude Advisory Group L.L.C. | 249 | $38.0K | 0.02% | −29−10.4% | Reduced |
| Guardian Wealth Management, Inc. | 258 | $39.0K | 0.04% | +1+0.4% | Added |
| Trustcore Financial Services, LLC | 265 | $40.0K | 0.00% | +1+0.4% | Added |
| Riverview Trust Co | 263 | $40.0K | 0.03% | +263 | New |
| Stonebridge Capital Advisors LLC | 272 | $41.0K | 0.00% | +49+22.0% | Added |
| Mascoma Wealth Management LLC | 280 | $42.0K | 0.01% | +180+180.0% | Added |
| HHM Wealth Advisors, LLC | 289 | $44.0K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 291 | $44.0K | 0.03% | 00.0% | Unchanged |
| Castleview Partners, LLC | 300 | $45.0K | 0.03% | −518,160−99.9% | Reduced |
| CVA Family Office, LLC | 310 | $47.0K | 0.01% | +95+44.2% | Added |
| Norway Savings Bank | 325 | $49.0K | 0.02% | −20−5.8% | Reduced |
| TCWP LLC | 334 | $50.0K | 0.01% | +334 | New |
| Dividend Assets Capital, LLC | 345 | $52.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 353 | $53.0K | 0.01% | +146+70.5% | Added |
| Addison Advisors LLC | 364 | $55.0K | 0.03% | −250−40.7% | Reduced |
| Massmutual Trust Co FSB | 365 | $55.0K | 0.00% | +71+24.1% | Added |
| Quent Capital, LLC | 378 | $57.0K | 0.01% | +166+78.3% | Added |
| Adirondack Trust Co | 375 | $57.0K | 0.03% | +175+87.5% | Added |
| Silvant Capital Management LLC | 381 | $58.0K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 388 | $58.7K | 0.00% | −5,216−93.1% | Reduced |
| Harvest Fund Management Co., Ltd | 394 | $59.0K | 0.01% | −442−52.9% | Reduced |
| Washington Trust Co | 390 | $59.0K | 0.00% | +325+500.0% | Added |
| Clear Street Markets LLC | 394 | $60.0K | 0.02% | −1,230−75.7% | Reduced |
| TD Waterhouse Canada Inc. | 358 | $60.5K | 0.00% | −10,127−96.6% | Reduced |
| Carolinas Wealth Consulting LLC | 411 | $62.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 434 | $66.0K | 0.00% | −7,672−94.6% | Reduced |
| FAI Wealth Management | 450 | $68.0K | 0.06% | 00.0% | Unchanged |
| Concord Wealth Partners | 451 | $68.0K | 0.02% | +123+37.5% | Added |
| Private Capital Group, LLC | 448 | $68.0K | 0.02% | +331+282.9% | Added |
| Brown Brothers Harriman & Co | 457 | $69.0K | 0.00% | −1,125−71.1% | Reduced |
| Krane Funds Advisors LLC | 463 | $70.0K | 0.00% | −1,371−74.8% | Reduced |
| AdvisorNet Financial, Inc | 466 | $70.0K | 0.00% | +375+412.1% | Added |
| Webster Bank, N. A. | 479 | $72.0K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 495 | $75.0K | 0.03% | −30−5.7% | Reduced |
| Fortis Advisors, LLC | 500 | $76.0K | 0.04% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 500 | $76.0K | 0.03% | +500 | New |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 500 | $77.0K | 0.01% | −1,878−79.0% | Reduced |
| Atlantic Trust, LLC | 508 | $77.0K | 0.05% | −73−12.6% | Reduced |
| Smithfield Trust Co | 500 | $77.0K | 0.00% | +21+4.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 520 | $78.0K | 0.01% | +520 | New |
| Sittner & Nelson, LLC | 543 | $82.0K | 0.05% | +500+1,162.8% | Added |
| Parkside Financial Bank & Trust | 564 | $85.0K | 0.02% | +80+16.5% | Added |
| NuWave Investment Management, LLC | 573 | $87.0K | 0.12% | +495+634.6% | Added |
| Clean Yield Group | 593 | $90.0K | 0.03% | 00.0% | Unchanged |
| West Branch Capital LLC | 610 | $92.0K | 0.04% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 616 | $93.0K | 0.01% | +489+385.0% | Added |
| Kozak & Associates, Inc. | 684 | $95.0K | 0.06% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 635 | $96.0K | 0.08% | +100+18.7% | Added |
| Roble, Belko & Company, Inc | 660 | $100.0K | 0.02% | 00.0% | Unchanged |
| TFC Financial Management | 707 | $107.0K | 0.03% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 745 | $112.0K | 0.08% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 755 | $114.0K | 0.04% | +429+131.6% | Added |
| Proequities, Inc. | 766 | $116.0K | 0.01% | +250+48.4% | Added |
| Evolution Advisers, Inc. | 784 | $119.0K | 0.09% | +143+22.3% | Added |
| Hazlett, Burt & Watson, Inc. | 800 | $120.0K | 0.10% | +800 | New |
| Covestor Ltd | 831 | $126.0K | 0.09% | +693+502.2% | Added |
| Zions Bancorporation, N.A. | 832 | $126.0K | 0.01% | +724+670.4% | Added |
| Kings Point Capital Management | 854 | $129.0K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 860 | $130.0K | 0.06% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 901 | $136.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 922 | $139.4K | 0.01% | −659−41.7% | Reduced |
| HM Payson & Co | 955 | $144.0K | 0.00% | +176+22.6% | Added |
| Glassman Wealth Services | 966 | $146.0K | 0.03% | +88+10.0% | Added |
| Leelyn Smith, LLC | 988 | $149.0K | 0.04% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 1,034 | $156.0K | 0.05% | +304+41.6% | Added |
| Vigilant Capital Management, LLC | 1,100 | $166.0K | 0.01% | −53−4.6% | Reduced |
| Lindbrook Capital, LLC | 1,095 | $166.0K | 0.03% | +77+7.6% | Added |
| MCF Advisors LLC | 1,096 | $166.0K | 0.02% | +1,096 | New |
| Group One Trading, L.P. | 1,147 | $173.0K | 0.00% | +1,147 | New |
| Ancora Advisors, LLC | 1,152 | $174.0K | 0.00% | −32−2.7% | Reduced |
| Gladius Capital Management LP | 1,167 | $177.0K | 0.06% | +274+30.7% | Added |
| Capstone Investment Advisors, LLC | 1,180 | $178.0K | 0.00% | −1,094−48.1% | Reduced |
| Annapolis Financial Services, LLC | 1,261 | $191.0K | 0.06% | −51−3.9% | Reduced |
| DuPont Capital Management Corp | 1,265 | $191.0K | 0.01% | +200+18.8% | Added |
| JJJ Advisors Inc. | 1,278 | $193.0K | 0.05% | −743−36.8% | Reduced |
| S.A. Mason LLC | 1,275 | $193.0K | 0.12% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 1,354 | $200.0K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,325 | $200.0K | 0.03% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 1,326 | $200.0K | 0.11% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 1,329 | $200.0K | 0.01% | +104+8.5% | Added |
| Weil Company, Inc. | 1,327 | $201.0K | 0.10% | +11+0.8% | Added |
| Boothbay Fund Management, LLC | 1,333 | $202.0K | 0.01% | +1,333 | New |
| Stock Yards Bank & Trust Co | 1,349 | $204.0K | 0.01% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 1,354 | $205.0K | 0.01% | −523−27.9% | Reduced |
| ICW Investment Advisors LLC | 1,357 | $205.0K | 0.12% | +11+0.8% | Added |
| Diversified, LLC | 1,364 | $206.0K | 0.08% | −44−3.1% | Reduced |
| SkyOak Wealth, LLC | 1,360 | $206.0K | 0.06% | +77+6.0% | Added |
| Market Street Wealth Management Advisors LLC | 1,382 | $209.0K | 0.07% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 1,391 | $210.0K | 0.14% | +1,391 | New |
| Badgley Phelps Wealth Managers, LLC | 1,395 | $211.0K | 0.01% | −33−2.3% | Reduced |
| Bahl & Gaynor Inc | 1,400 | $212.0K | 0.00% | −316−18.4% | Reduced |
| Azimuth Capital Management LLC | 1,400 | $212.0K | 0.01% | −60−4.1% | Reduced |
| M&G Investment Management Ltd | 1,410 | $213.0K | 0.00% | 00.0% | Unchanged |
| Towerpoint Wealth, LLC | 1,408 | $213.0K | 0.11% | +19+1.4% | Added |
| SignalPoint Asset Management, LLC | 1,408 | $213.0K | 0.07% | +148+11.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,407 | $213.0K | 0.04% | +1,407 | New |