Skip to main content

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, Q2 2022

Institutional positions in Price T Rowe Group Inc as of Jun 30, 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
1,046
−42 vs. Q1 2022
Shares held
169.5M
+5.18M (+3.2%) vs. Q1 2022
Total value
$19.2B
−$5.16B (−21.1%) vs. Q1 2022
New holders
85
468 more added
Sold out
127
334 more reduced

16 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: 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.

Institutional holdersQ2 2022: 1,046 institutions
Q1 2021: 1,039 institutionsQ2 2021: 1,079 institutionsQ3 2021: 1,121 institutionsQ4 2021: 1,150 institutionsQ1 2022: 1,104 institutionsQ2 2022: 1,046 institutionsQ3 2022: 1,004 institutionsQ4 2022: 1,024 institutionsQ1 2023: 1,013 institutionsQ2 2023: 1,019 institutionsQ3 2023: 1,017 institutionsQ4 2023: 1,058 institutionsQ1 2024: 1,055 institutionsQ2 2024: 1,070 institutionsQ3 2024: 1,055 institutionsQ4 2024: 1,128 institutionsQ1 2025: 1,087 institutionsQ2 2025: 1,077 institutionsQ3 2025: 1,081 institutionsQ4 2025: 1,128 institutionsQ1 2026: 1,094 institutionsQ2 2026: 1,171 institutions
Value heldQ2 2022: $19.2B
Q1 2021: $27.5BQ2 2021: $32.5BQ3 2021: $32.2BQ4 2021: $32.0BQ1 2022: $24.7BQ2 2022: $19.2BQ3 2022: $18.1BQ4 2022: $19.1BQ1 2023: $19.8BQ2 2023: $19.3BQ3 2023: $17.7BQ4 2023: $17.7BQ1 2024: $20.0BQ2 2024: $18.8BQ3 2024: $18.0BQ4 2024: $19.4BQ1 2025: $15.8BQ2 2025: $17.0BQ3 2025: $17.7BQ4 2025: $18.8BQ1 2026: $16.8BQ2 2026: $21.6B
Institutions holding TROW and their total value by quarter
QuarterHoldersValue
Q2 20261,171$21.6B
Q1 20261,094$16.8B
Q4 20251,128$18.8B
Q3 20251,081$17.7B
Q2 20251,077$17.0B
Q1 20251,087$15.8B
Q4 20241,128$19.4B
Q3 20241,055$18.0B
Q2 20241,070$18.8B
Q1 20241,055$20.0B
Q4 20231,058$17.7B
Q3 20231,017$17.7B
Q2 20231,019$19.3B
Q1 20231,013$19.8B
Q4 20221,024$19.1B
Q3 20221,004$18.1B
Q2 20221,046$19.2B
Q1 20221,104$24.7B
Q4 20211,150$32.0B
Q3 20211,121$32.2B
Q2 20211,079$32.5B
Q1 20211,039$27.5B

Institutions, Q2 2022

Shares, value and share of portfolio for each institution holding Price T Rowe Group Inc; share changes are against Q1 2022.

Institutions holding TROW in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Surevest, LLC4$00.00%00.0%Unchanged
SOA Wealth Advisors, LLC.1$00.00%−3−75.0%Reduced
ACG Wealth1$00.00%+1New
Clearview Wealth Advisors LLC2$00.00%+2New
Dark Forest Capital Management LP1$00.00%+1New
Steward Financial Group LLC3$00.00%+3New
Oliver Lagore Vanvalin Investment Group3$00.00%+3New
Exane Derivatives2$2270.00%00.0%Unchanged
Tucker Asset Management LLC7$8100.00%−27−79.4%Reduced
Eagle Bay Advisors LLC8$9090.00%+8New
Global Financial Private Client, LLC8$9220.00%00.0%Unchanged
Group One Trading, L.P.10$1.00K0.00%−1,137−99.1%Reduced
Disciplined Investments, LLC13$1.00K0.00%−8−38.1%Reduced
TD Ameritrade Investment Management, LLC10$1.00K0.00%00.0%Unchanged
Financial Enhancement Group LLC12$1.00K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC5$1.00K0.00%−5−50.0%Reduced
Aspire Private Capital, LLC12$1.00K0.00%00.0%Unchanged
Sierra Capital LLC7$1.00K0.00%−8−53.3%Reduced
Global Wealth Management Investment Advisory, Inc.9$1.00K0.00%00.0%Unchanged
TSFG, LLC7$1.00K0.00%00.0%Unchanged
Curi Capital10$1.00K0.00%00.0%Unchanged
Burleson & Company, LLC9$1.00K0.00%+9New
Wolff Wiese Magana LLC10$1.00K0.00%+10New
West Paces Advisors Inc.9$1.02K0.00%00.0%Unchanged
Acima Private Wealth, LLC17$1.93K0.00%00.0%Unchanged
RWM Asset Management, LLC18$2.00K0.00%−11−37.9%Reduced
Logan Capital Management Inc20$2.00K0.00%00.0%Unchanged
Copeland Capital Management, LLC20$2.00K0.00%00.0%Unchanged
Winch Advisory Services, LLC20$2.00K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC20$2.00K0.00%00.0%Unchanged
Versant Capital Management, Inc15$2.00K0.00%+2+15.4%Added
Transamerica Financial Advisors, Inc.14$2.00K0.00%+14New
Global Trust Asset Management, LLC25$3.00K0.00%−131−84.0%Reduced
Tilia Fiduciary Partners, Inc.30$3.00K0.00%−61−67.0%Reduced
Washington Trust Advisors, Inc.30$3.00K0.00%−12−28.6%Reduced
Hudock, Inc.34$3.00K0.00%+1+3.0%Added
Creative Financial Designs Inc26$3.00K0.00%00.0%Unchanged
KB Financial Partners, LLC29$3.00K0.00%00.0%Unchanged
Loomis Sayles & Co L P27$3.00K0.00%+12+80.0%Added
JFS Wealth Advisors, LLC38$4.00K0.00%−35−47.9%Reduced
GW&K Investment Management, LLC37$4.00K0.00%−2−5.1%Reduced
Sugarloaf Wealth Management, LLC38$4.00K0.00%00.0%Unchanged
Standard Family Office LLC37$4.00K0.04%+37New
Raffa Wealth Management, LLC37$4.20K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC48$5.00K0.00%00.0%Unchanged
Motco40$5.00K0.00%00.0%Unchanged
Cedar Wealth Management, LLC40$5.00K0.00%00.0%Unchanged
Schubert & Co40$5.00K0.00%+24+150.0%Added
Prestige Wealth Management Group LLC49$6.00K0.00%−38−43.7%Reduced
Optimum Investment Advisors52$6.00K0.00%+1+2.0%Added
BDO Wealth Advisors, LLC53$6.00K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC49$6.00K0.00%+1+2.1%Added
HC Financial Advisors Inc50$6.00K0.00%+50New
Investors Asset Management of Georgia Inc50$6.00K0.00%+50New
Pacifica Partners Inc.50$6.00K0.00%+50New
Fieldpoint Private Securities, LLC65$7.00K0.00%−129−66.5%Reduced
Hexagon Capital Partners LLC62$7.00K0.00%+62New
Sutton Wealth Advisors Inc.64$7.27K0.00%+18+39.1%Added
Retirement Group, LLC70$8.00K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC70$8.00K0.00%+70New
Wagner Wealth Management, LLC68$8.00K0.01%+68New
Larson Financial Group LLC76$9.00K0.00%−24−24.0%Reduced
SRS Capital Advisors, Inc.75$9.00K0.00%00.0%Unchanged
Atlas Capital Advisors LLC81$9.20K0.00%00.0%Unchanged
Bellwether Advisors, LLC89$10.0K0.00%00.0%Unchanged
Vectors Research Management, LLC90$10.0K0.00%+45+100.0%Added
AdvisorNet Financial, Inc94$11.0K0.00%−372−79.8%Reduced
Riverview Trust Co101$11.0K0.01%−162−61.6%Reduced
Lee Financial Co100$11.0K0.00%00.0%Unchanged
Column Capital Advisors, LLC100$11.0K0.00%00.0%Unchanged
First Personal Financial Services100$11.0K0.00%00.0%Unchanged
Brewin Dolphin Ltd100$11.0K0.00%00.0%Unchanged
Seldon Capital LP95$11.0K0.01%00.0%Unchanged
HBC Financial Services, PLLC100$11.0K0.01%00.0%Unchanged
Zullo Investment Group, Inc.96$11.0K0.01%+7+7.9%Added
Heritage Wealth Management, LLC100$11.4K0.00%00.0%Unchanged
Private Capital Group, LLC103$12.0K0.01%−345−77.0%Reduced
Asset Dedication, LLC107$12.0K0.00%00.0%Unchanged
Atticus Wealth Management, LLC110$12.0K0.00%+20+22.2%Added
Earnest Partners LLC118$13.0K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA112$13.0K0.01%+12+12.0%Added
Baystate Wealth Management LLC119$14.0K0.00%−55−31.6%Reduced
Westside Investment Management, Inc.130$14.0K0.00%00.0%Unchanged
Kistler-Tiffany Companies, LLC120$14.0K0.00%+20+20.0%Added
Castleview Partners, LLC666$14.5K0.01%+366+122.0%Added
Sound Income Strategies, LLC136$15.0K0.00%−25−15.5%Reduced
Bell Investment Advisors, Inc128$15.0K0.00%+128New
Leonteq Securities AG137$15.6K0.00%−251−64.7%Reduced
Thompson Siegel & Walmsley LLC140$16.0K0.00%−7−4.8%Reduced
BOK Financial Private Wealth, Inc.152$17.0K0.00%−1,695−91.8%Reduced
Zions Bancorporation, N.A.151$17.0K0.00%−681−81.9%Reduced
Jones Financial Companies LLLP153$17.0K0.00%−38−19.9%Reduced
Newbridge Financial Services Group, Inc.149$17.0K0.01%+1+0.7%Added
Crewe Advisors LLC146$17.0K0.00%+118+421.4%Added
Urban Wealth Management, LLC150$17.0K0.06%+150New
Capital Directions Investment Advisors, LLC170$19.0K0.01%00.0%Unchanged
Montag A & Associates Inc165$19.0K0.00%00.0%Unchanged
Bivin & Associates, Inc.180$20.0K0.02%00.0%Unchanged
Independence Bank of Kentucky189$21.0K0.01%00.0%Unchanged
CVA Family Office, LLC190$22.0K0.01%−120−38.7%Reduced