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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, Q4 2022

Institutional positions in Price T Rowe Group Inc as of Dec 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
1,024
+39 vs. Q3 2022
Shares held
174.8M
+2.04M (+1.2%) vs. Q3 2022
Total value
$19.1B
+$1.07B (+6.0%) vs. Q3 2022
New holders
124
382 more added
Sold out
85
363 more reduced

19 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2022: 1,024 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 heldQ4 2022: $19.1B
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, Q4 2022

Shares, value and share of portfolio for each institution holding Price T Rowe Group Inc; share changes are against Q3 2022.

Institutions holding TROW in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Sofos Investments, Inc.109$950.00%−521−82.7%Reduced
Colonial Trust Advisors5$5450.00%+5New
Gradient Investments LLC6$6600.00%+4+200.0%Added
Eagle Bay Advisors LLC8$8720.00%00.0%Unchanged
Global Financial Private Client, LLC8$8720.00%00.0%Unchanged
West Paces Advisors Inc.9$9820.00%00.0%Unchanged
TD Ameritrade Investment Management, LLC10$1.00K0.00%00.0%Unchanged
Sierra Capital LLC7$1.00K0.00%00.0%Unchanged
TSFG, LLC8$1.00K0.00%+1+14.3%Added
Lazard Asset Management LLC16$1.00K0.00%+16New
Penserra Capital Management LLC12$1.00K0.00%+12New
Atlas Capital Advisors LLC11$1.20K0.00%00.0%Unchanged
Sanctuary Wealth Management, L.L.C.11$1.20K0.00%+11New
Private Advisor Group, LLC11,624$1.27K0.00%−4,810−29.3%Reduced
Aspire Private Capital, LLC12$1.31K0.00%00.0%Unchanged
Hollencrest Capital Management14$1.53K0.00%+14New
Disciplined Investments, LLC16$1.75K0.00%−11−40.7%Reduced
Glen Eagle Advisors, LLC16$1.78K0.00%00.0%Unchanged
Acima Private Wealth, LLC17$1.85K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.12$2.00K0.00%−1−7.7%Reduced
Copeland Capital Management, LLC20$2.00K0.00%00.0%Unchanged
Winch Advisory Services, LLC21$2.00K0.00%+1+5.0%Added
Park Place Capital Corp16$2.00K0.00%+16New
Logan Capital Management Inc20$2.18K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC21$2.29K0.00%−460−95.6%Reduced
SJS Investment Consulting Inc.21$2.29K0.00%+3+16.7%Added
Okabena Investment Services Inc18$2.55K0.00%−1,977−99.1%Reduced
Creative Financial Designs Inc26$2.84K0.00%00.0%Unchanged
EWG Elevate Inc.26$2.84K0.00%+26New
Cassady Schiller Wealth Management, LLC27$2.94K0.00%+27New
Abound Wealth Management27$2.95K0.00%+11+68.8%Added
Financial Management Professionals, Inc.28$3.00K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.31$3.38K0.00%00.0%Unchanged
Versant Capital Management, Inc34$3.71K0.00%+19+126.7%Added
Tucker Asset Management LLC35$3.93K0.00%00.0%Unchanged
Steward Financial Group LLC38$4.00K0.00%+38New
Raffa Wealth Management, LLC37$4.04K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC38$4.14K0.00%00.0%Unchanged
Motco40$4.36K0.00%00.0%Unchanged
Red Tortoise LLC40$4.36K0.00%+40New
First Manhattan Co47$5.13K0.00%+47New
Adirondack Retirement Specialists, Inc.47$5.13K0.01%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC48$5.24K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC50$5.42K0.00%+1+2.0%Added
Schubert & Co50$5.45K0.00%−3−5.7%Reduced
Pacifica Partners Inc.50$5.54K0.00%00.0%Unchanged
MB, Levis & Associates, LLC52$5.63K0.00%+52New
Optimum Investment Advisors52$5.65K0.00%00.0%Unchanged
Canada Pension Plan Investment Board53$5.78K0.00%−10−15.9%Reduced
BDO Wealth Advisors, LLC53$5.78K0.00%00.0%Unchanged
Core Alternative Capital55$6.00K0.00%−277−83.4%Reduced
PrairieView Partners, LLC58$6.00K0.00%+58New
Norway Savings Bank61$6.65K0.00%00.0%Unchanged
Baker Avenue Asset Management, LP73$7.96K0.00%+73New
U.S. Capital Wealth Advisors, LLC79$8.62K0.00%+79New
RWM Asset Management, LLC80$8.72K0.00%+62+344.4%Added
Romano Brothers and Company82$8.94K0.00%+82New
SRS Capital Advisors, Inc.87$9.49K0.00%+12+16.0%Added
JFS Wealth Advisors, LLC88$9.60K0.00%−6−6.4%Reduced
Harvest Fund Management Co., Ltd93$10.0K0.00%+93New
Atticus Wealth Management, LLC94$10.3K0.00%−16−14.5%Reduced
Seldon Capital LP95$10.4K0.01%00.0%Unchanged
Accurate Wealth Management, LLC89$10.4K0.00%+89New
Guardian Wealth Management, Inc.97$10.6K0.01%+1+1.0%Added
Column Capital Advisors, LLC100$10.9K0.00%00.0%Unchanged
First Personal Financial Services100$10.9K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC237$11.0K0.00%+155+189.0%Added
Eukles Asset Management100$11.0K0.01%+100New
Lee Financial Co104$11.3K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA112$12.0K0.01%00.0%Unchanged
My Personal CFO, LLC114$12.4K0.01%+114New
Prestige Wealth Management Group LLC115$12.5K0.00%+74+180.5%Added
Osterweis Capital Management Inc116$12.7K0.00%00.0%Unchanged
Earnest Partners LLC118$12.9K0.00%00.0%Unchanged
Baystate Wealth Management LLC121$13.0K0.00%+1+0.8%Added
Kistler-Tiffany Companies, LLC120$13.1K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.120$13.1K0.00%+8+7.1%Added
Westside Investment Management, Inc.130$14.0K0.00%00.0%Unchanged
JNBA Financial Advisors136$14.8K0.00%−118−46.5%Reduced
Sound Income Strategies, LLC137$15.0K0.00%−4−2.8%Reduced
Thompson Siegel & Walmsley LLC140$15.0K0.00%00.0%Unchanged
Barrett & Company, Inc.150$16.4K0.01%00.0%Unchanged
Capital Directions Investment Advisors, LLC150$16.4K0.01%+150Added
Exchange Traded Concepts, LLC152$16.6K0.00%+152New
Bell Investment Advisors, Inc153$16.7K0.00%−24−13.6%Reduced
Jones Financial Companies LLLP153$17.0K0.00%00.0%Unchanged
Montag A & Associates Inc165$18.0K0.00%00.0%Unchanged
Trust Co164$18.0K0.00%−37−18.4%Reduced
Zions Bancorporation, N.A.178$19.4K0.00%+52+41.3%Added
Leonteq Securities AG193$21.0K0.00%−8−4.0%Reduced
Resurgent Financial Advisors LLC194$21.2K0.01%+194New
Arlington Partners LLC195$21.3K0.00%00.0%Unchanged
Monetary Management Group Inc200$21.8K0.01%00.0%Unchanged
Financial Freedom, LLC200$21.8K0.01%+200New
State of Wyoming210$22.9K0.01%−1−0.5%Reduced
Rise Advisors, LLC211$23.0K0.02%+3+1.4%Added
Riverview Trust Co214$23.0K0.02%+2+0.9%Added
Ellevest, Inc.212$23.1K0.00%−1,079−83.6%Reduced
AdvisorNet Financial, Inc213$23.2K0.00%+55+34.8%Added
Costello Asset Management, INC220$24.0K0.02%00.0%Unchanged