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 |
|---|---|---|---|---|---|
| North Star Investment Management Corp. | 240 | $36.0K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 236 | $36.0K | 0.02% | +12+5.4% | Added |
| Private Ocean, LLC | 233 | $35.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 224 | $34.0K | 0.02% | 00.0% | Unchanged |
| Artemis Wealth Advisors, LLC | 209 | $32.0K | 0.01% | +23+12.4% | Added |
| Clearstead Advisors, LLC | 200 | $30.0K | 0.00% | −1,110−84.7% | Reduced |
| Charter Oak Capital Management, LLC | 201 | $30.0K | 0.00% | −64−24.2% | Reduced |
| Monetary Management Group Inc | 200 | $30.0K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 195 | $29.0K | 0.00% | −282−59.1% | Reduced |
| Arlington Partners LLC | 195 | $29.0K | 0.01% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 194 | $29.0K | 0.01% | +35+22.0% | Added |
| Jones Financial Companies LLLP | 191 | $29.0K | 0.00% | +102+114.6% | Added |
| Independence Bank of Kentucky | 189 | $29.0K | 0.01% | +189 | New |
| Plante Moran Financial Advisors, LLC | 179 | $27.0K | 0.01% | −252−58.5% | Reduced |
| Bivin & Associates, Inc. | 180 | $27.0K | 0.02% | +35+24.1% | Added |
| Rise Advisors, LLC | 179 | $27.0K | 0.02% | +155+645.8% | Added |
| Baystate Wealth Management LLC | 174 | $26.0K | 0.00% | +1+0.6% | Added |
| Capital Directions Investment Advisors, LLC | 170 | $26.0K | 0.01% | +170 | New |
| Montag A & Associates Inc | 165 | $25.0K | 0.00% | −125−43.1% | Reduced |
| Sandy Cove Advisors, LLC | 165 | $25.0K | 0.02% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 156 | $24.0K | 0.01% | −74−32.2% | Reduced |
| Sound Income Strategies, LLC | 161 | $24.0K | 0.00% | −5−3.0% | Reduced |
| Beacon Capital Management, LLC | 154 | $23.0K | 0.01% | +154 | New |
| Thompson Siegel & Walmsley LLC | 147 | $22.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 148 | $22.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 130 | $20.0K | 0.01% | +74+132.1% | Added |
| Westside Investment Management, Inc. | 130 | $19.0K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 124 | $19.0K | 0.01% | +110+785.7% | Added |
| Earnest Partners LLC | 118 | $18.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 110 | $17.0K | 0.00% | −92−45.5% | Reduced |
| Gemmer Asset Management LLC | 119 | $17.0K | 0.00% | +4+3.5% | Added |
| Asset Dedication, LLC | 107 | $16.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 100 | $15.0K | 0.00% | −153−60.5% | Reduced |
| First Personal Financial Services | 100 | $15.0K | 0.00% | −50−33.3% | Reduced |
| Penserra Capital Management LLC | 100 | $15.0K | 0.00% | −26−20.6% | Reduced |
| Lee Financial Co | 100 | $15.0K | 0.00% | −11−9.9% | Reduced |
| Kistler-Tiffany Companies, LLC | 100 | $15.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 100 | $15.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 100 | $15.0K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 100 | $15.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 100 | $15.0K | 0.00% | +100 | New |
| CFS Investment Advisory Services, LLC | 2,080,677 | $14.0K | 0.06% | +2,067,174+15,309.0% | Added |
| Seldon Capital LP | 95 | $14.0K | 0.01% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 91 | $14.0K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 90 | $14.0K | 0.01% | +16+21.6% | Added |
| Bellwether Advisors, LLC | 89 | $13.0K | 0.00% | −129−59.2% | Reduced |
| Prestige Wealth Management Group LLC | 87 | $13.0K | 0.00% | −47−35.1% | Reduced |
| HBC Financial Services, PLLC | 100 | $13.0K | 0.01% | −11−9.9% | Reduced |
| Zullo Investment Group, Inc. | 89 | $13.0K | 0.01% | +82+1,171.4% | Added |
| Atlas Capital Advisors LLC | 81 | $12.2K | 0.00% | −355−81.4% | Reduced |
| IndexIQ Advisors LLC | 70 | $11.0K | 0.00% | −17,221−99.6% | Reduced |
| SRS Capital Advisors, Inc. | 75 | $11.0K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 70 | $11.0K | 0.00% | +19+37.3% | Added |
| JFS Wealth Advisors, LLC | 73 | $11.0K | 0.00% | +47+180.8% | Added |
| Investors Research Corp | 65 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 60 | $9.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 53 | $8.00K | 0.00% | −65−55.1% | Reduced |
| Optimum Investment Advisors | 51 | $8.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 48 | $7.00K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 45 | $7.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 42 | $7.00K | 0.00% | +4+10.5% | Added |
| BerganKDV Wealth Management, LLC | 48 | $7.00K | 0.00% | +40+500.0% | Added |
| Sutton Wealth Advisors Inc. | 46 | $6.96K | 0.00% | −5−9.8% | Reduced |
| Cranbrook Wealth Management, LLC | 38 | $6.00K | 0.00% | −57−60.0% | Reduced |
| Motco | 40 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 40 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 38 | $6.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 39 | $6.00K | 0.00% | +39 | New |
| Raffa Wealth Management, LLC | 37 | $5.59K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 34 | $5.15K | 0.00% | +27+385.7% | Added |
| Hudock, Inc. | 33 | $5.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 28 | $4.00K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 29 | $4.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 29 | $4.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 26 | $4.00K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 27 | $4.00K | 0.00% | +27 | New |
| Logan Capital Management Inc | 20 | $3.00K | 0.00% | −178−89.9% | Reduced |
| Copeland Capital Management, LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 21 | $3.00K | 0.00% | +21 | New |
| Iron Horse Wealth Management, LLC | 20 | $3.00K | 0.00% | +20 | New |
| Loomis Sayles & Co L P | 15 | $2.00K | 0.00% | −29−65.9% | Reduced |
| Sierra Capital LLC | 15 | $2.00K | 0.00% | −10−40.0% | Reduced |
| Schubert & Co | 16 | $2.00K | 0.00% | −4−20.0% | Reduced |
| Versant Capital Management, Inc | 13 | $2.00K | 0.00% | −1−7.1% | Reduced |
| Aspire Private Capital, LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 10 | $2.00K | 0.00% | +10 | New |
| Financial Enhancement Group LLC | 12 | $2.00K | 0.00% | +12 | New |
| Moisand Fitzgerald Tamayo, LLC | 10 | $2.00K | 0.00% | +10 | New |
| West Paces Advisors Inc. | 9 | $1.36K | 0.00% | +9 | New |
| Global Financial Private Client, LLC | 8 | $1.22K | 0.00% | −23−74.2% | Reduced |
| Surevest, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 4 | $1.00K | 0.00% | +4 | New |
| Global Wealth Management Investment Advisory, Inc. | 9 | $1.00K | 0.00% | +9 | New |
| IAG Wealth Partners, LLC | 9 | $1.00K | 0.00% | +9 | New |