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 |
|---|---|---|---|---|---|
| Boston Research & Management Inc | 1,418 | $214.0K | 0.06% | 00.0% | Unchanged |
| Matrix Trust Co | 1,414 | $214.0K | 0.05% | +1,414 | New |
| San Luis Wealth Advisors LLC | 1,092 | $215.0K | 0.11% | 00.0% | Unchanged |
| Twinbeech Capital LP | 1,429 | $216.0K | 0.01% | +1,429 | New |
| F/M Investments LLC | 1,433 | $217.0K | 0.17% | +288+25.2% | Added |
| Claro Advisors LLC | 1,104 | $217.0K | 0.08% | 00.0% | Unchanged |
| Barings LLC | 1,444 | $218.0K | 0.01% | 00.0% | Unchanged |
| Gofen & Glossberg LLC | 1,449 | $219.0K | 0.00% | +1+0.1% | Added |
| Zeke Capital Advisors, LLC | 1,453 | $219.0K | 0.01% | +1,453 | New |
| Koshinski Asset Management, Inc. | 1,456 | $220.1K | 0.02% | +7+0.5% | Added |
| Shelton Capital Management | 1,478 | $223.0K | 0.01% | 00.0% | Unchanged |
| Tamar Securities, LLC | 1,474 | $223.0K | 0.06% | +1,474 | New |
| Intrust Bank NA | 1,482 | $224.0K | 0.03% | −75−4.8% | Reduced |
| Investment Partners, Ltd. | 1,484 | $224.0K | 0.09% | −38−2.5% | Reduced |
| First Bank & Trust | 1,498 | $226.0K | 0.07% | −429−22.3% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 1,493 | $226.0K | 0.08% | −14−0.9% | Reduced |
| Summit Financial Group Inc | 1,500 | $227.0K | 0.08% | 00.0% | Unchanged |
| Zevin Asset Management LLC | 1,500 | $227.0K | 0.04% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 1,501 | $227.0K | 0.02% | +67+4.7% | Added |
| Perritt Capital Management Inc | 1,508 | $228.0K | 0.12% | 00.0% | Unchanged |
| Equitable Trust Co | 1,508 | $228.0K | 0.01% | +418+38.3% | Added |
| Cetera Advisors LLC | 1,515 | $229.0K | 0.00% | −853−36.0% | Reduced |
| Financial Advisors Network, Inc. | 1,524 | $230.0K | 0.06% | −686−31.0% | Reduced |
| Busey Wealth Management | 1,525 | $231.0K | 0.01% | −50−3.2% | Reduced |
| American Portfolios Advisors | 1,530 | $231.3K | 0.01% | +275+21.9% | Added |
| Schechter Investment Advisors, LLC | 1,541 | $233.0K | 0.02% | −113−6.8% | Reduced |
| 44 Wealth Management LLC | 1,551 | $234.0K | 0.08% | +270+21.1% | Added |
| Two Sigma Securities, LLC | 1,557 | $235.0K | 0.03% | −60−3.7% | Reduced |
| Ellevest, Inc. | 1,554 | $235.0K | 0.02% | +601+63.1% | Added |
| Astoria Portfolio Advisors LLC. | 1,562 | $236.0K | 0.18% | −1,140−42.2% | Reduced |
| Thrive Wealth Management, LLC | 1,577 | $238.0K | 0.07% | +1,577 | New |
| GPS Wealth Strategies Group, LLC | 1,593 | $241.0K | 0.05% | −50−3.0% | Reduced |
| Bailard, Inc. | 1,599 | $242.0K | 0.01% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 1,613 | $244.0K | 0.05% | +1,613 | New |
| CWS Financial Advisors, LLC | 1,621 | $245.0K | 0.09% | 00.0% | Unchanged |
| 1st Source Bank | 1,627 | $246.0K | 0.02% | −44−2.6% | Reduced |
| YHB Investment Advisors, Inc. | 1,624 | $246.0K | 0.02% | 00.0% | Unchanged |
| Tatro Capital, LLC | 1,627 | $246.0K | 0.18% | +5+0.3% | Added |
| Leisure Capital Management | 1,647 | $249.0K | 0.13% | 00.0% | Unchanged |
| Haverford Trust Co | 1,658 | $251.0K | 0.00% | −350−17.4% | Reduced |
| Pitcairn Co | 1,661 | $251.0K | 0.02% | −30−1.8% | Reduced |
| Silver Oak Securities, Inc | 1,723 | $252.0K | 0.05% | +1,723 | New |
| Argent Trust Co | 1,670 | $253.0K | 0.02% | −400−19.3% | Reduced |
| Wedmont Private Capital | 1,624 | $253.0K | 0.06% | +1,624 | New |
| Allred Capital Management, LLC | 1,688 | $255.0K | 0.13% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,697 | $256.0K | 0.02% | 00.0% | Unchanged |
| Welch & Forbes LLC | 1,695 | $256.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 1,694 | $256.0K | 0.06% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 1,700 | $257.0K | 0.03% | −8,837−83.9% | Reduced |
| Baker Ellis Asset Management LLC | 1,700 | $257.0K | 0.05% | −260−13.3% | Reduced |
| Sentry Investment Management LLC | 1,702 | $257.0K | 0.08% | −252−12.9% | Reduced |
| Alan B. Lancz & Associates, Inc. | 1,700 | $257.0K | 0.23% | 00.0% | Unchanged |
| Jump Financial, LLC | 1,703 | $257.0K | 0.01% | +1,703 | New |
| Advisory Research Inc | 1,705 | $258.0K | 0.02% | −445−20.7% | Reduced |
| Forum Financial Management, LP | 1,723 | $260.0K | 0.01% | 00.0% | Unchanged |
| First Affirmative Financial Network | 1,721 | $260.0K | 0.25% | +141+8.9% | Added |
| Frontier Wealth Management LLC | 1,817 | $261.0K | 0.00% | −572−23.9% | Reduced |
| First Hawaiian Bank | 1,728 | $262.0K | 0.01% | −106−5.8% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 1,734 | $262.0K | 0.10% | +1+0.1% | Added |
| Bank of New Hampshire | 1,730 | $262.0K | 0.06% | +80+4.8% | Added |
| Maven Securities LTD | 1,732 | $262.0K | 0.05% | +1,732 | New |
| Csenge Advisory Group | 1,738 | $263.0K | 0.02% | −787−31.2% | Reduced |
| Sustainable Insight Capital Management, LLC | 1,741 | $263.0K | 0.19% | 00.0% | Unchanged |
| Old National Bancorp | 1,746 | $264.0K | 0.01% | 00.0% | Unchanged |
| Stewart & Patten Co LLC | 1,749 | $264.0K | 0.04% | +49+2.9% | Added |
| Personal Cfo Solutions, LLC | 1,747 | $264.0K | 0.05% | +443+34.0% | Added |
| Citizens Financial Group Inc | 1,755 | $265.0K | 0.01% | −60−3.3% | Reduced |
| Mountain Pacific Investment Advisers Inc | 1,750 | $265.0K | 0.02% | 00.0% | Unchanged |
| BHK Investment Advisors, LLC | 1,757 | $266.0K | 0.11% | 00.0% | Unchanged |
| Smith, Salley & Associates | 1,780 | $269.0K | 0.02% | −2−0.1% | Reduced |
| SC&H Financial Advisors, Inc. | 1,779 | $269.0K | 0.13% | 00.0% | Unchanged |
| Ashford Capital Management Inc | 1,776 | $269.0K | 0.03% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,777 | $269.0K | 0.00% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 1,784 | $270.0K | 0.05% | +1,784 | New |
| Wrapmanager Inc | 1,793 | $271.0K | 0.07% | +1,793 | New |
| Financial Consulate, Inc | 1,801 | $272.0K | 0.10% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 1,800 | $272.1K | 0.07% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 1,812 | $274.0K | 0.04% | +17+0.9% | Added |
| Excalibur Management Corp | 1,816 | $275.0K | 0.12% | +1,816 | New |
| BSW Wealth Partners | 1,830 | $277.0K | 0.07% | +58+3.3% | Added |
| BOK Financial Private Wealth, Inc. | 1,847 | $279.0K | 0.02% | +1,847 | New |
| Sofos Investments, Inc. | 1,225 | $281.0K | 0.02% | −4,882−79.9% | Reduced |
| Essex Financial Services, Inc. | 1,868 | $282.0K | 0.03% | −601−24.3% | Reduced |
| Pekin Hardy Strauss, Inc. | 1,875 | $283.0K | 0.04% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 1,874 | $283.0K | 0.16% | +1,821+3,435.8% | Added |
| McDonald Partners LLC | 1,874 | $283.0K | 0.06% | +1,874 | New |
| Integrated Wealth Concepts LLC | 1,875 | $284.0K | 0.01% | −3−0.2% | Reduced |
| Triangle Securities Wealth Management | 1,879 | $284.0K | 0.10% | +78+4.3% | Added |
| Fulton Bank, N.A. | 1,881 | $285.0K | 0.01% | −174−8.5% | Reduced |
| Lake Street Financial LLC | 1,893 | $286.0K | 0.05% | −10−0.5% | Reduced |
| Seeyond | 1,912 | $289.0K | 0.03% | −58−2.9% | Reduced |
| MUFG Americas Holdings Corp | 1,912 | $289.0K | 0.01% | +70+3.8% | Added |
| Boltwood Capital Management | 1,931 | $292.0K | 0.11% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 1,940 | $293.0K | 0.22% | +8+0.4% | Added |
| Fund Management at Engine No. 1 LLC | 1,941 | $293.0K | 0.07% | +1,941 | New |
| FineMark National Bank & Trust | 1,942 | $294.0K | 0.01% | −38−1.9% | Reduced |
| People's United Financial, Inc. | 1,951 | $295.0K | 0.01% | −345−15.0% | Reduced |
| First Commonwealth Financial Corp | 1,955 | $295.0K | 0.09% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 1,992 | $296.0K | 0.31% | +194+10.8% | Added |
| XTX Topco Ltd | 1,968 | $298.0K | 0.13% | −1,531−43.8% | Reduced |