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 |
|---|---|---|---|---|---|
| Beacon Pointe Advisors, LLC | 9,281 | $1.01M | 0.02% | +5,628+154.1% | Added |
| Comerica Securities,inc. | 9,248 | $1.01M | 0.07% | +63+0.7% | Added |
| Aft, Forsyth & Company, Inc. | 9,242 | $1.01M | 0.86% | −1,049−10.2% | Reduced |
| Beacon Financial Group | 8,416 | $1.00M | 0.14% | +15+0.2% | Added |
| Achmea Investment Management B.V. | 9,829 | $1.00M | 0.03% | +3,391+52.7% | Added |
| Central Trust Co | 9,176 | $1.00M | 0.03% | −156−1.7% | Reduced |
| WBI Investments | 9,059 | $988.0K | 0.21% | +9,059 | New |
| Prospera Financial Services Inc | 8,963 | $977.6K | 0.05% | −148−1.6% | Reduced |
| Bourne Lent Asset Management Inc | 8,957 | $976.9K | 0.42% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 8,929 | $973.8K | 0.81% | +8,929 | New |
| Estate Counselors, LLC | 8,820 | $961.9K | 0.13% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 8,755 | $954.8K | 0.23% | +1,190+15.7% | Added |
| Wealthfront Advisers LLC | 8,652 | $943.6K | 0.00% | −2,027−19.0% | Reduced |
| Horizon Investments, LLC | 8,566 | $934.0K | 0.03% | +6,223+265.6% | Added |
| Pine Haven Investment Counsel, Inc | 8,551 | $932.6K | 1.02% | +335+4.1% | Added |
| Engineers Gate Manager LP | 8,400 | $916.1K | 0.06% | +5,461+185.8% | Added |
| Northwest & Ethical Investments L.P. | 8,344 | $910.0K | 0.03% | +1,374+19.7% | Added |
| Delphi Management Inc | 8,328 | $908.0K | 1.10% | +8,328 | New |
| Delta Financial Advisors LLC | 8,310 | $906.3K | 0.44% | −448−5.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 8,274 | $902.4K | 0.04% | −1,505−15.4% | Reduced |
| Allworth Financial LP | 8,218 | $896.2K | 0.01% | −500−5.7% | Reduced |
| LCNB Corp | 8,189 | $893.1K | 0.41% | +260+3.3% | Added |
| Cetera Investment Advisers | 8,134 | $887.1K | 0.01% | −910−10.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 8,088 | $882.0K | 0.08% | 00.0% | Unchanged |
| GWM Advisors LLC | 12,353 | $873.8K | 0.02% | +2,861+30.1% | Added |
| Regions Financial Corp | 7,946 | $867.0K | 0.01% | −570−6.7% | Reduced |
| Orion Portfolio Solutions, LLC | 7,918 | $863.5K | 0.03% | +2,771+53.8% | Added |
| Carderock Capital Management Inc | 7,850 | $856.0K | 0.35% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 7,805 | $851.2K | 0.03% | −139,207−94.7% | Reduced |
| Bassett Hargrove Investment Counsel, LLC | 7,627 | $849.0K | 1.59% | −171−2.2% | Reduced |
| Clark Capital Management Group, Inc. | 7,712 | $841.1K | 0.01% | 00.0% | Unchanged |
| Empowered Funds, LLC | 7,683 | $837.9K | 0.05% | +1,519+24.6% | Added |
| Paradigm Capital Management, LLC | 7,654 | $834.8K | 1.22% | −341−4.3% | Reduced |
| Camarda Financial Advisors, LLC | 7,644 | $833.7K | 0.84% | +7,644 | New |
| Gateway Investment Advisers LLC | 7,334 | $799.8K | 0.01% | +7,334 | New |
| National Bank of Canada | 7,231 | $788.6K | 0.00% | +4,713+187.2% | Added |
| Moller Financial Services | 7,200 | $785.2K | 0.25% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 7,193 | $784.5K | 0.04% | −821−10.2% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 7,177 | $782.7K | 0.28% | +875+13.9% | Added |
| Matrix Trust Co | 7,145 | $779.0K | 0.20% | +1,500+26.6% | Added |
| Ridgewood Investments LLC | 7,110 | $775.4K | 0.56% | +3,516+97.8% | Added |
| Nexus Investment Management ULC | 7,100 | $774.3K | 0.09% | 00.0% | Unchanged |
| West Oak Capital, LLC | 7,082 | $772.0K | 0.40% | −425−5.7% | Reduced |
| Northwest Bancshares, Inc. | 7,051 | $769.0K | 0.15% | −450−6.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,004 | $763.9K | 0.02% | −1,378−16.4% | Reduced |
| Sit Investment Associates Inc | 6,950 | $758.0K | 0.02% | −105−1.5% | Reduced |
| SG Americas Securities, LLC | 6,879 | $750.0K | 0.01% | −5,901−46.2% | Reduced |
| Alpha Paradigm Partners, LLC | 6,873 | $750.0K | 0.31% | +940+15.8% | Added |
| Brinker Capital Investments, LLC | 6,867 | $749.0K | 0.01% | −932−12.0% | Reduced |
| Investors Research Corp | 6,867 | $748.9K | 0.20% | +164+2.4% | Added |
| South State Corp. | 6,840 | $746.0K | 0.07% | −551−7.5% | Reduced |
| Farmers National Bank | 6,840 | $746.0K | 0.27% | −277−3.9% | Reduced |
| River Wealth Advisors LLC | 6,828 | $744.7K | 0.14% | −487−6.7% | Reduced |
| Caldwell Trust Co | 6,824 | $744.2K | 0.11% | −167−2.4% | Reduced |
| Cascade Investment Advisors, Inc. | 6,803 | $741.9K | 0.62% | +150+2.3% | Added |
| TCM Advisors, LLC | – | $741.6K | 0.77% | – | – |
| TrimTabs Asset Management, LLC | 6,784 | $739.9K | 0.48% | −153−2.2% | Reduced |
| Numerai GP LLC | 6,706 | $731.4K | 0.50% | +6,706 | New |
| Quantamental Technologies LLC | 6,564 | $715.9K | 0.33% | +6,564 | New |
| O'Shaughnessy Asset Management, LLC | 6,508 | $709.8K | 0.01% | −3,165−32.7% | Reduced |
| Mission Wealth Management, LP | 6,472 | $705.8K | 0.03% | +202+3.2% | Added |
| Curbstone Financial Management Corp | 6,370 | $695.0K | 0.17% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 6,349 | $692.4K | 0.06% | +1,636+34.7% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 6,279 | $684.8K | 0.10% | −632−9.1% | Reduced |
| Los Angeles Capital Management LLC | 6,274 | $684.2K | 0.00% | +1,801+40.3% | Added |
| Eagle Rock Investment Company, LLC | 5,685 | $683.7K | 0.16% | +5,685 | New |
| Archford Capital Strategies, LLC | 6,265 | $683.3K | 0.16% | +2,125+51.3% | Added |
| Impax Asset Management Group plc | 6,203 | $676.5K | 0.00% | −1,479−19.3% | Reduced |
| Vaughan David Investments LLC | 6,202 | $676.0K | 0.02% | −241−3.7% | Reduced |
| Midwest Professional Planners, LTD. | 6,121 | $667.6K | 0.37% | +392+6.8% | Added |
| Colony Group LLC | 6,086 | $664.0K | 0.01% | +50+0.8% | Added |
| Neville Rodie & Shaw Inc | 6,075 | $663.0K | 0.06% | 00.0% | Unchanged |
| Empirical Finance, LLC | 6,049 | $659.7K | 0.07% | +490+8.8% | Added |
| Rodgers Brothers Inc. | 5,988 | $653.1K | 0.13% | −6,700−52.8% | Reduced |
| Ci Investments Inc. | 5,982 | $652.0K | 0.00% | +1,975+49.3% | Added |
| Bradley Foster & Sargent Inc | 5,943 | $648.1K | 0.02% | 00.0% | Unchanged |
| Tufton Capital Management | 5,937 | $647.5K | 0.14% | −15−0.3% | Reduced |
| Private Capital Advisors, Inc. | 5,930 | $647.0K | 0.11% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 5,925 | $646.2K | 0.11% | −100−1.7% | Reduced |
| HBK Sorce Advisory LLC | 5,882 | $641.0K | 0.02% | +2,772+89.1% | Added |
| Wetherby Asset Management Inc | 5,874 | $640.6K | 0.04% | +530+9.9% | Added |
| Parsec Financial Management, Inc. | 5,873 | $640.5K | 0.03% | +80+1.4% | Added |
| Anchor Investment Management, LLC | 5,863 | $639.5K | 0.09% | +18+0.3% | Added |
| Accel Wealth Management | 5,814 | $634.0K | 0.30% | +224+4.0% | Added |
| Kestra Private Wealth Services, LLC | 5,774 | $629.7K | 0.03% | −2,036−26.1% | Reduced |
| Cornerstone Investment Partners, LLC | 5,730 | $624.9K | 0.04% | +5,730 | New |
| Bard Financial Services, Inc. | 5,700 | $622.0K | 0.05% | +125+2.2% | Added |
| Bleakley Financial Group, LLC | 5,682 | $619.6K | 0.02% | +5,682 | New |
| Whittier Trust Co | 5,661 | $617.4K | 0.01% | +652+13.0% | Added |
| Ieq Capital, LLC | 5,656 | $616.9K | 0.02% | −2,873−33.7% | Reduced |
| Plimoth Trust Co LLC | 5,653 | $616.0K | 0.20% | −255−4.3% | Reduced |
| Suncoast Equity Management | 5,645 | $615.6K | 0.11% | +105+1.9% | Added |
| Greenleaf Trust | 5,610 | $612.0K | 0.01% | −803−12.5% | Reduced |
| Strategic Advisors LLC | 5,600 | $610.7K | 0.14% | −400−6.7% | Reduced |
| Cullinan Associates Inc | 5,595 | $610.0K | 0.03% | +2,695+92.9% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,577 | $608.2K | 0.01% | +198+3.7% | Added |
| Patriot Financial Group Insurance Agency, LLC | 5,567 | $607.1K | 0.14% | −488−8.1% | Reduced |
| Moody National Bank Trust Division | 5,560 | $606.0K | 0.05% | 00.0% | Unchanged |
| Point72 Middle East FZE | 5,533 | $603.4K | 0.05% | +5,533 | New |
| Wolverine Trading, LLC | 5,530 | $603.0K | 0.01% | −1,981−26.4% | Reduced |