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, Q3 2022

Institutional positions in Price T Rowe Group Inc as of Sep 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
1,004
−24 vs. Q2 2022
Shares held
173.5M
+4.82M (+2.9%) vs. Q2 2022
Total value
$18.1B
−$1.08B (−5.7%) vs. Q2 2022
New holders
81
420 more added
Sold out
105
330 more reduced

18 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2022: 1,004 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 heldQ3 2022: $18.1B
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, Q3 2022

Shares, value and share of portfolio for each institution holding Price T Rowe Group Inc; share changes are against Q2 2022.

Institutions holding TROW in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Oliver Lagore Vanvalin Investment Group3$00.00%00.0%Unchanged
Gradient Investments LLC2$00.00%+2New
Financial Synergies Wealth Advisors, Inc.8$8410.00%+8New
Global Financial Private Client, LLC8$8700.00%00.0%Unchanged
West Paces Advisors Inc.9$9450.00%00.0%Unchanged
TD Ameritrade Investment Management, LLC10$1.00K0.00%00.0%Unchanged
Financial Enhancement Group LLC12$1.00K0.00%00.0%Unchanged
Aspire Private Capital, LLC12$1.00K0.00%00.0%Unchanged
Sierra Capital LLC7$1.00K0.00%00.0%Unchanged
TSFG, LLC7$1.00K0.00%00.0%Unchanged
Wolff Wiese Magana LLC10$1.00K0.00%00.0%Unchanged
Eagle Bay Advisors LLC8$1.00K0.00%00.0%Unchanged
Atlas Capital Advisors LLC11$1.16K0.00%−70−86.4%Reduced
Estabrook Capital Management15$1.57K0.00%+15New
Abound Wealth Management16$1.69K0.00%+16New
Glen Eagle Advisors, LLC16$1.70K0.00%+16New
Acima Private Wealth, LLC17$1.78K0.00%00.0%Unchanged
Logan Capital Management Inc20$2.00K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.13$2.00K0.00%−1−7.1%Reduced
Copeland Capital Management, LLC20$2.00K0.00%00.0%Unchanged
Winch Advisory Services, LLC20$2.00K0.00%00.0%Unchanged
Versant Capital Management, Inc15$2.00K0.00%00.0%Unchanged
RWM Asset Management, LLC18$2.00K0.00%00.0%Unchanged
SJS Investment Consulting Inc.18$2.00K0.00%+18New
Creative Financial Designs Inc26$3.00K0.00%00.0%Unchanged
Hudock, Inc.34$3.00K0.00%00.0%Unchanged
Global Trust Asset Management, LLC25$3.00K0.00%00.0%Unchanged
KB Financial Partners, LLC29$3.00K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.31$3.00K0.00%+1+3.3%Added
Tilia Fiduciary Partners, Inc.30$3.00K0.00%00.0%Unchanged
Disciplined Investments, LLC27$3.00K0.00%+14+107.7%Added
Financial Management Professionals, Inc.28$3.00K0.00%+28New
Tucker Asset Management LLC35$3.74K0.00%+28+400.0%Added
Raffa Wealth Management, LLC37$3.88K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC41$4.00K0.00%−8−16.3%Reduced
Motco40$4.00K0.00%00.0%Unchanged
Cedar Wealth Management, LLC40$4.00K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC38$4.00K0.00%00.0%Unchanged
Standard Family Office LLC37$4.00K0.00%00.0%Unchanged
Investors Asset Management of Georgia Inc50$5.00K0.00%00.0%Unchanged
Optimum Investment Advisors52$5.00K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC49$5.00K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC48$5.00K0.00%00.0%Unchanged
Adirondack Retirement Specialists, Inc.47$5.00K0.00%+47New
Canada Pension Plan Investment Board63$6.00K0.00%−368,381−100.0%Reduced
Norway Savings Bank61$6.00K0.00%−264−81.2%Reduced
BDO Wealth Advisors, LLC53$6.00K0.00%00.0%Unchanged
Pacifica Partners Inc.50$6.00K0.00%00.0%Unchanged
Schubert & Co53$6.00K0.01%+13+32.5%Added
Wagner Wealth Management, LLC68$7.00K0.01%00.0%Unchanged
SRS Capital Advisors, Inc.75$8.00K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC82$9.00K0.00%+82New
Guardian Wealth Management, Inc.96$10.0K0.01%−163−62.9%Reduced
HBC Financial Services, PLLC100$10.0K0.01%00.0%Unchanged
Seldon Capital LP95$10.0K0.01%00.0%Unchanged
JFS Wealth Advisors, LLC94$10.0K0.00%+56+147.4%Added
Asset Dedication, LLC107$11.0K0.00%00.0%Unchanged
Heritage Wealth Management, LLC100$11.0K0.00%00.0%Unchanged
Lee Financial Co104$11.0K0.00%+4+4.0%Added
Column Capital Advisors, LLC100$11.0K0.00%00.0%Unchanged
First Personal Financial Services100$11.0K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.112$11.8K0.00%+48+75.0%Added
Earnest Partners LLC118$12.0K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA112$12.0K0.01%00.0%Unchanged
Atticus Wealth Management, LLC110$12.0K0.01%00.0%Unchanged
Osterweis Capital Management Inc116$12.0K0.00%+116New
Zions Bancorporation, N.A.126$13.0K0.00%−25−16.6%Reduced
Westside Investment Management, Inc.130$13.0K0.00%00.0%Unchanged
Kistler-Tiffany Companies, LLC120$13.0K0.00%00.0%Unchanged
Baystate Wealth Management LLC120$13.0K0.00%+1+0.8%Added
Thompson Siegel & Walmsley LLC140$15.0K0.00%00.0%Unchanged
Sound Income Strategies, LLC141$15.0K0.00%+5+3.7%Added
Capital Directions Investment Advisors, LLC0$16.0K0.01%−170−100.0%Reduced
Jones Financial Companies LLLP153$16.0K0.00%00.0%Unchanged
Barrett & Company, Inc.150$16.4K0.01%+150New
Montag A & Associates Inc165$17.0K0.00%00.0%Unchanged
AdvisorNet Financial, Inc158$17.0K0.00%+64+68.1%Added
Industrial Alliance Investment Management Inc.158$17.0K0.00%+158New
Beacon Capital Management, LLC155$18.0K0.01%+1+0.6%Added
Plante Moran Financial Advisors, LLC179$19.0K0.00%−50−21.8%Reduced
Bell Investment Advisors, Inc177$19.0K0.01%+49+38.3%Added
Arlington Partners LLC195$20.0K0.01%00.0%Unchanged
Crewe Advisors LLC186$20.0K0.00%+40+27.4%Added
Trust Co201$21.0K0.00%−499−71.3%Reduced
Monetary Management Group Inc200$21.0K0.01%00.0%Unchanged
Ten Capital Wealth Advisors, LLC198$21.0K0.01%+198New
Leonteq Securities AG201$21.1K0.00%+64+46.7%Added
State of Wyoming211$22.0K0.01%+12+6.0%Added
Rise Advisors, LLC208$22.0K0.02%+2+1.0%Added
Riverview Trust Co212$22.0K0.02%+111+109.9%Added
Costello Asset Management, INC220$23.0K0.02%+220New
Private Ocean, LLC233$24.0K0.00%00.0%Unchanged
CNB Bank224$24.0K0.02%00.0%Unchanged
Stonebridge Capital Advisors LLC261$27.0K0.00%−48−15.5%Reduced
JNBA Financial Advisors254$27.0K0.00%+59+30.3%Added
Zullo Investment Group, Inc.254$27.0K0.02%+158+164.6%Added
Trustcore Financial Services, LLC271$28.0K0.00%+3+1.1%Added
Oakworth Capital, Inc.268$28.0K0.00%+268New
Mascoma Wealth Management LLC280$29.0K0.01%00.0%Unchanged
Piscataqua Savings Bank278$29.0K0.03%00.0%Unchanged