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 |
|---|---|---|---|---|---|
| Checchi Capital Advisers, LLC | 2,871 | $313.1K | 0.03% | +47+1.7% | Added |
| Marino, Stram & Associates LLC | 2,902 | $316.5K | 0.10% | +819+39.3% | Added |
| Astoria Portfolio Advisors LLC. | 2,695 | $317.5K | 0.15% | +12+0.4% | Added |
| Fox Run Management, L.L.C. | 2,934 | $320.0K | 0.13% | +2,934 | New |
| Guinness Asset Management LTD | 2,938 | $320.4K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 2,950 | $321.7K | 0.01% | −19−0.6% | Reduced |
| Hudson Valley Investment Advisors Inc | 2,975 | $324.5K | 0.05% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 2,983 | $325.3K | 0.01% | −19−0.6% | Reduced |
| Wimmer Associates 1, LLC | 2,985 | $325.5K | 0.21% | +600+25.2% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,985 | $325.5K | 0.00% | −1,266−29.8% | Reduced |
| Main Street Financial Solutions, LLC | 2,985 | $326.0K | 0.05% | +393+15.2% | Added |
| Woodstock Corp | 2,995 | $326.6K | 0.04% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 2,998 | $327.0K | 0.05% | −397−11.7% | Reduced |
| Woodmont Investment Counsel LLC | 3,025 | $329.9K | 0.04% | −100−3.2% | Reduced |
| New Republic Capital, LLC | 3,041 | $331.7K | 0.26% | +3,041 | New |
| CX Institutional | 3,045 | $332.1K | 0.02% | +870+40.0% | Added |
| Great Valley Advisor Group, Inc. | 3,074 | $335.5K | 0.02% | −143−4.4% | Reduced |
| Morse Asset Management, Inc | 3,083 | $336.0K | 0.12% | +3,083 | New |
| Retirement Planning Co of New England, Inc. | 3,088 | $336.8K | 0.22% | +112+3.8% | Added |
| Verity Asset Management, Inc. | 3,125 | $340.8K | 0.29% | −368−10.5% | Reduced |
| Excalibur Management Corp | 3,127 | $341.0K | 0.18% | +241+8.4% | Added |
| Twelve Points Wealth Management LLC | 3,129 | $341.2K | 0.23% | −9−0.3% | Reduced |
| Premier Asset Management LLC | 3,130 | $341.4K | 0.43% | +3,130 | New |
| DoubleLine ETF Adviser LP | 3,157 | $344.3K | 0.18% | +3,157 | New |
| Oak Hill Wealth Advisors, LLC | 3,158 | $344.4K | 0.14% | +3,158 | New |
| Kingsview Wealth Management, LLC | 3,164 | $345.0K | 0.01% | +263+9.1% | Added |
| Power Corp of Canada | 3,176 | $346.4K | 0.06% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 3,192 | $348.0K | 0.03% | +21+0.7% | Added |
| Evoke Wealth, LLC | 3,193 | $348.2K | 0.01% | −260−7.5% | Reduced |
| Fukoku Mutual Life Insurance Co | 3,200 | $349.0K | 0.03% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 3,201 | $349.1K | 0.09% | −2,946−47.9% | Reduced |
| Clarius Group, LLC | 3,220 | $351.0K | 0.03% | +394+13.9% | Added |
| Nicolet Bankshares Inc | 3,240 | $353.4K | 0.12% | +14+0.4% | Added |
| Roberts Glore & Co Inc | 3,258 | $355.3K | 0.12% | 00.0% | Unchanged |
| Middleton & Co Inc | 3,270 | $356.6K | 0.05% | −50−1.5% | Reduced |
| Capula Management Ltd | 3,280 | $357.7K | 0.04% | +3,280 | New |
| Dorsey & Whitney Trust CO LLC | 3,303 | $360.2K | 0.04% | −2,558−43.6% | Reduced |
| Autus Asset Management, LLC | 3,360 | $366.4K | 0.07% | 00.0% | Unchanged |
| Bennett Selby Investments LP | 3,410 | $372.0K | 0.28% | +990+40.9% | Added |
| Coldstream Capital Management Inc | 3,413 | $372.2K | 0.01% | +3,413 | New |
| FourThought Financial Partners, LLC | 3,430 | $374.1K | 0.05% | +3,430 | New |
| Tiaa, FSB | 3,445 | $375.7K | 0.00% | −331−8.8% | Reduced |
| LaFleur & Godfrey LLC | 3,460 | $377.3K | 0.06% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 3,552 | $387.0K | 0.02% | +3,552 | New |
| Private Trust Co NA | 3,567 | $389.0K | 0.06% | +23+0.6% | Added |
| Nomura Holdings Inc | 3,570 | $389.0K | 0.00% | +1,217+51.7% | Added |
| Graypoint LLC | 3,598 | $392.4K | 0.05% | +355+10.9% | Added |
| Tokio Marine Asset Management Co Ltd | 3,607 | $393.4K | 0.03% | +261+7.8% | Added |
| Cetera Advisors LLC | 3,608 | $393.5K | 0.01% | +1,311+57.1% | Added |
| Sequoia Financial Advisors, LLC | 3,628 | $395.6K | 0.01% | −9,233−71.8% | Reduced |
| Veriti Management LLC | 3,653 | $398.4K | 0.05% | +783+27.3% | Added |
| Financial Counselors Inc | 3,658 | $399.0K | 0.01% | −736−16.8% | Reduced |
| Benjamin Edwards Inc | 3,666 | $400.0K | 0.11% | −7,874−68.2% | Reduced |
| NVWM, LLC | 3,673 | $400.6K | 0.15% | −299−7.5% | Reduced |
| BHK Investment Advisors, LLC | 3,690 | $402.4K | 0.23% | +411+12.5% | Added |
| Peapack Gladstone Financial Corp | 3,697 | $403.0K | 0.01% | +23+0.6% | Added |
| Radnor Capital Management, LLC | 3,265 | $403.0K | 0.10% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 3,705 | $404.1K | 0.21% | +822+28.5% | Added |
| V Wealth Advisors LLC | 3,725 | $406.3K | 0.08% | −241−6.1% | Reduced |
| AIA Group Ltd | 3,752 | $409.2K | 0.02% | +1,223+48.4% | Added |
| Fiduciary Trust Co | 3,754 | $409.4K | 0.01% | −225−5.7% | Reduced |
| Desjardins Global Asset Management Inc. | 3,758 | $410.0K | 0.06% | −1,506−28.6% | Reduced |
| Arrow Financial Corp | 3,862 | $421.0K | 0.06% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 3,862 | $421.2K | 0.01% | +735+23.5% | Added |
| Rossmore Private Capital | 3,880 | $423.2K | 0.07% | −220−5.4% | Reduced |
| Cutler Group LP | 3,898 | $425.0K | 0.05% | +3,898 | New |
| Evergreen Capital Management LLC | 3,903 | $425.7K | 0.02% | +1,416+56.9% | Added |
| Bryn Mawr Trust Co | 3,949 | $430.0K | 0.02% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,947 | $430.5K | 0.11% | +46+1.2% | Added |
| Peachtree Investment Partners, LLC | 3,974 | $433.4K | 0.26% | −25−0.6% | Reduced |
| Aquila Investment Management LLC | 4,000 | $436.2K | 0.34% | +4,000 | New |
| Thoroughbred Financial Services, LLC | 4,023 | $438.0K | 0.07% | +270+7.2% | Added |
| City Holding Co | 4,026 | $439.0K | 0.08% | +407+11.2% | Added |
| Sawtooth Solutions, LLC | 4,059 | $442.7K | 0.06% | +220+5.7% | Added |
| Meeder Advisory Services, Inc. | 4,082 | $445.2K | 0.06% | +4,082 | New |
| Patton Albertson Miller Group, LLC | 4,118 | $449.1K | 0.08% | −430−9.5% | Reduced |
| Pathstone Family Office, LLC | 7,683 | $449.9K | 0.01% | +5,314+224.3% | Added |
| Etesian Wealth Advisors, Inc. | 4,138 | $451.3K | 0.33% | +4,138 | New |
| Symmetry Partners, LLC | 4,141 | $452.0K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4,157 | $453.4K | 0.02% | −121−2.8% | Reduced |
| Hilltop Holdings Inc. | 4,226 | $460.8K | 0.06% | +106+2.6% | Added |
| Elevated Capital Advisors, LLC | 4,315 | $470.6K | 0.18% | +4,315 | New |
| US Asset Management LLC | 4,322 | $471.0K | 0.51% | +4,322 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 4,403 | $480.0K | 0.00% | −332−7.0% | Reduced |
| Wedbush Securities Inc | 4,398 | $480.0K | 0.03% | +520+13.4% | Added |
| Sandy Spring Bank | 4,410 | $481.0K | 0.03% | −145−3.2% | Reduced |
| Claro Advisors LLC | 4,434 | $483.6K | 0.16% | +1,228+38.3% | Added |
| Change Path, LLC | 4,435 | $484.0K | 0.03% | −2,542−36.4% | Reduced |
| HB Wealth Management, LLC | 4,516 | $492.5K | 0.01% | +296+7.0% | Added |
| Gladstone Institutional Advisory LLC | 4,541 | $495.2K | 0.03% | −101−2.2% | Reduced |
| International Assets Investment Management, LLC | 4,545 | $495.7K | 0.05% | +4,545 | New |
| Heritage Trust Co | 4,582 | $499.7K | 0.08% | +10+0.2% | Added |
| Essex Savings Bank | 4,651 | $507.2K | 0.18% | 00.0% | Unchanged |
| Wedmont Private Capital | 4,547 | $510.6K | 0.08% | +4,547 | New |
| Obermeyer Wood Investment Counsel, LLLP | 4,747 | $517.8K | 0.04% | −20.0% | Reduced |
| Two Sigma Securities, LLC | 4,770 | $520.2K | 0.07% | +4,770 | New |
| Ameritas Advisory Services, LLC | 4,773 | $520.5K | 0.02% | +1,741+57.4% | Added |
| Fundamentun, LLC | 4,792 | $522.6K | 0.09% | +17+0.4% | Added |
| ETF Managers Group, LLC | 4,795 | $522.9K | 0.02% | +228+5.0% | Added |
| Balentine LLC | 4,814 | $525.0K | 0.02% | −857−15.1% | Reduced |