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.
| 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, Q4 2022
Shares, value and share of portfolio for each institution holding Price T Rowe Group Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 1,768 | $186.0K | 0.00% | +673+61.5% | Added |
| Horan Securities, Inc. | 1,755 | $191.4K | 0.11% | −8−0.5% | Reduced |
| Paloma Partners Management Co | 1,827 | $199.3K | 0.04% | +1,827 | New |
| Jacobi Capital Management LLC | 1,838 | $200.5K | 0.03% | −1,016−35.6% | Reduced |
| Alan B. Lancz & Associates, Inc. | 1,700 | $201.5K | 0.20% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,847 | $201.5K | 0.02% | +534+40.7% | Added |
| Joel Isaacson & Co., LLC | 1,860 | $202.9K | 0.02% | +1,860 | New |
| Essex Financial Services, Inc. | 1,880 | $205.0K | 0.02% | +1,880 | New |
| Triumph Capital Management | 1,887 | $205.8K | 0.11% | −300−13.7% | Reduced |
| Lumature Wealth Partners, LLC | 1,914 | $208.7K | 0.12% | −187−8.9% | Reduced |
| FineMark National Bank & Trust | 1,928 | $210.3K | 0.01% | −5−0.3% | Reduced |
| Boltwood Capital Management | 1,931 | $210.6K | 0.09% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 1,961 | $213.0K | 0.04% | −1,723−46.8% | Reduced |
| First Commonwealth Financial Corp | 1,954 | $213.1K | 0.08% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 1,985 | $216.5K | 0.02% | +1,985 | New |
| Strategy Asset Managers LLC | 1,999 | $218.0K | 0.06% | −11−0.5% | Reduced |
| Somerville Kurt F | 2,000 | $218.1K | 0.04% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 2,000 | $218.1K | 0.08% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 2,000 | $218.1K | 0.15% | +2,000 | New |
| Prosperity Consulting Group, LLC | 2,020 | $220.3K | 0.15% | −16−0.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,027 | $221.1K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 2,031 | $221.5K | 0.00% | +2,031 | New |
| Keating Investment Counselors Inc | 2,035 | $221.9K | 0.09% | +2,035 | New |
| Provident Investment Management, Inc. | 2,035 | $221.9K | 0.03% | +2,035 | New |
| Emerald Advisers, LLC | 2,067 | $225.4K | 0.01% | +2,067 | New |
| Benchmark Investment Advisors LLC | 2,078 | $226.7K | 0.24% | −25−1.2% | Reduced |
| Conning Inc. | 2,107 | $229.8K | 0.01% | 00.0% | Unchanged |
| Prostatis Group LLC | 2,111 | $230.2K | 0.14% | −5−0.2% | Reduced |
| Glenview Trust Co | 2,132 | $232.5K | 0.01% | +37+1.8% | Added |
| Personal Cfo Solutions, LLC | 2,133 | $232.6K | 0.05% | +2,133 | New |
| Verition Fund Management LLC | 2,135 | $232.8K | 0.00% | −338−13.7% | Reduced |
| Bender Robert & Associates | 2,135 | $232.8K | 0.09% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 2,145 | $234.0K | 0.02% | −450−17.3% | Reduced |
| Synovus Financial Corp | 2,159 | $235.5K | 0.00% | −687−24.1% | Reduced |
| Integrated Wealth Concepts LLC | 2,164 | $236.0K | 0.01% | +176+8.9% | Added |
| Campbell Newman Asset Management Inc | 2,166 | $236.2K | 0.02% | 00.0% | Unchanged |
| Financial Management Network Inc | 2,131 | $237.3K | 0.11% | +51+2.5% | Added |
| Greytown Advisors Inc. | 2,195 | $239.4K | 0.13% | −17−0.8% | Reduced |
| Cobblestone Capital Advisors LLC | 2,200 | $239.9K | 0.02% | +2,200 | New |
| TAGStone Capital, Inc. | 2,218 | $242.0K | 0.20% | +30+1.4% | Added |
| Phoenix Wealth Advisors | 2,231 | $243.3K | 0.15% | +39+1.8% | Added |
| Security Asset Management | 2,240 | $244.5K | 0.14% | +2,240 | New |
| Echo Street Capital Management LLC | 2,276 | $248.2K | 0.00% | +2,276 | New |
| Barnes Pettey Financial Advisors, LLC | 2,300 | $250.8K | 0.26% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 2,309 | $251.8K | 0.01% | +406+21.3% | Added |
| Liberty Capital Management, Inc. | 2,329 | $254.0K | 0.09% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 2,339 | $255.1K | 0.02% | +2,339 | New |
| Ascent Group, LLC | 2,341 | $255.3K | 0.03% | −217−8.5% | Reduced |
| Capstone Investment Advisors, LLC | 2,347 | $256.0K | 0.01% | −26,622−91.9% | Reduced |
| Triangle Securities Wealth Management | 2,354 | $256.7K | 0.09% | +15+0.6% | Added |
| CAPROCK Group, Inc. | 2,372 | $258.7K | 0.02% | −257−9.8% | Reduced |
| Kinloch Capital, LLC | 2,372 | $259.0K | 0.15% | −24,070−91.0% | Reduced |
| Moors & Cabot, Inc. | 2,379 | $259.5K | 0.02% | +149+6.7% | Added |
| Trust Co of Toledo NA | 2,388 | $260.0K | 0.05% | 00.0% | Unchanged |
| Caxton Associates LP | 2,397 | $261.4K | 0.02% | −2,562−51.7% | Reduced |
| Lido Advisors, LLC | 2,402 | $262.0K | 0.00% | +496+26.0% | Added |
| Lincoln Capital LLC | 2,406 | $262.4K | 0.08% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 2,408 | $262.6K | 0.10% | +2,408 | New |
| Spire Wealth Management | 2,414 | $263.0K | 0.01% | +320+15.3% | Added |
| Presilium Private Wealth, LLC | 2,412 | $263.1K | 0.11% | +2,412 | New |
| Colonial River Wealth Management, LLC | 2,416 | $263.5K | 0.17% | +2,416 | New |
| Invictus Private Wealth, LLC | 2,426 | $264.6K | 0.03% | +2,426 | New |
| Joule Financial, LLC | 2,432 | $265.2K | 0.18% | +180+8.0% | Added |
| Insight Folios Inc | 2,445 | $266.6K | 0.12% | +154+6.7% | Added |
| Fund Management at Engine No. 1 LLC | 2,459 | $268.2K | 0.07% | +287+13.2% | Added |
| Savant Capital, LLC | 3,038 | $270.5K | 0.01% | +627+26.0% | Added |
| MTM Investment Management, LLC | 2,482 | $270.7K | 0.14% | −51−2.0% | Reduced |
| Sittner & Nelson, LLC | 2,500 | $272.6K | 0.17% | +3+0.1% | Added |
| Smith Shellnut Wilson LLC | 2,505 | $273.2K | 0.17% | +5+0.2% | Added |
| CWS Financial Advisors, LLC | 1,610 | $276.0K | 0.12% | −3,080−65.7% | Reduced |
| Trust Asset Management LLC | 2,585 | $281.9K | 0.04% | 00.0% | Unchanged |
| Stevens Capital Management LP | 2,598 | $283.0K | 0.18% | +2,598 | New |
| TL Private Wealth | 2,500 | $287.1K | 0.17% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 2,634 | $287.2K | 0.02% | −6,641−71.6% | Reduced |
| National Asset Management, Inc. | 2,638 | $287.7K | 0.01% | +441+20.1% | Added |
| Kula Investments, LLC | 2,648 | $288.8K | 0.10% | +2,648 | New |
| Cypress Asset Management Inc | 2,675 | $291.7K | 0.11% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 2,680 | $292.3K | 0.01% | −150−5.3% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 2,688 | $293.2K | 0.05% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 2,699 | $294.4K | 0.02% | +33+1.2% | Added |
| Larson Financial Group LLC | 2,712 | $295.8K | 0.04% | +105+4.0% | Added |
| Baldwin Brothers Inc | 2,712 | $295.8K | 0.03% | +117+4.5% | Added |
| Quadrant Capital Group LLC | 2,718 | $296.4K | 0.03% | −469−14.7% | Reduced |
| Oppenheimer Asset Management Inc. | 2,727 | $297.4K | 0.00% | −1,836−40.2% | Reduced |
| TFG Advisers LLC | 2,735 | $298.3K | 0.15% | −9−0.3% | Reduced |
| Profund Advisors LLC | 2,742 | $299.0K | 0.02% | +213+8.4% | Added |
| Fluent Financial, LLC | 2,762 | $301.2K | 0.18% | −14,022−83.5% | Reduced |
| TCI Wealth Advisors, Inc. | 2,764 | $301.4K | 0.04% | +318+13.0% | Added |
| Hoxton Planning & Management, LLC | 2,764 | $301.4K | 0.16% | +2,764 | New |
| Cigna Investments Inc | 2,772 | $302.0K | 0.06% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 2,802 | $305.6K | 0.04% | −1,244−30.7% | Reduced |
| Miracle Mile Advisors, LLC | 2,807 | $306.1K | 0.01% | −43−1.5% | Reduced |
| Tortoise Investment Management, LLC | 2,819 | $307.4K | 0.05% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,824 | $308.0K | 0.02% | −769−21.4% | Reduced |
| DGS Capital Management, LLC | 2,831 | $308.7K | 0.20% | −309−9.8% | Reduced |
| Deseret Mutual Benefit Administrators | 2,838 | $309.5K | 0.13% | −1,961−40.9% | Reduced |
| Seelaus Asset Management LLC | 2,849 | $311.0K | 0.23% | +2,849 | New |
| Morningstar Investment Management LLC | 2,863 | $312.0K | 0.05% | +2,863 | New |
| Intercontinental Wealth Advisors, LLC | 2,862 | $312.1K | 0.09% | +661+30.0% | Added |
| Everence Capital Management Inc | 2,870 | $313.0K | 0.03% | −2,970−50.9% | Reduced |