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 |
|---|---|---|---|---|---|
| DoubleLine ETF Adviser LP | 3,157 | $344.3K | 0.18% | +3,157 | New |
| Premier Asset Management LLC | 3,130 | $341.4K | 0.43% | +3,130 | New |
| Twelve Points Wealth Management LLC | 3,129 | $341.2K | 0.23% | −9−0.3% | Reduced |
| Excalibur Management Corp | 3,127 | $341.0K | 0.18% | +241+8.4% | Added |
| Verity Asset Management, Inc. | 3,125 | $340.8K | 0.29% | −368−10.5% | Reduced |
| Retirement Planning Co of New England, Inc. | 3,088 | $336.8K | 0.22% | +112+3.8% | Added |
| Morse Asset Management, Inc | 3,083 | $336.0K | 0.12% | +3,083 | New |
| Great Valley Advisor Group, Inc. | 3,074 | $335.5K | 0.02% | −143−4.4% | Reduced |
| CX Institutional | 3,045 | $332.1K | 0.02% | +870+40.0% | Added |
| New Republic Capital, LLC | 3,041 | $331.7K | 0.26% | +3,041 | New |
| Woodmont Investment Counsel LLC | 3,025 | $329.9K | 0.04% | −100−3.2% | Reduced |
| Sheets Smith Wealth Management | 2,998 | $327.0K | 0.05% | −397−11.7% | Reduced |
| Woodstock Corp | 2,995 | $326.6K | 0.04% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 2,985 | $326.0K | 0.05% | +393+15.2% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,985 | $325.5K | 0.00% | −1,266−29.8% | Reduced |
| Wimmer Associates 1, LLC | 2,985 | $325.5K | 0.21% | +600+25.2% | Added |
| Clifford Swan Investment Counsel LLC | 2,983 | $325.3K | 0.01% | −19−0.6% | Reduced |
| Hudson Valley Investment Advisors Inc | 2,975 | $324.5K | 0.05% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 2,950 | $321.7K | 0.01% | −19−0.6% | Reduced |
| Guinness Asset Management LTD | 2,938 | $320.4K | 0.01% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 2,934 | $320.0K | 0.13% | +2,934 | New |
| Astoria Portfolio Advisors LLC. | 2,695 | $317.5K | 0.15% | +12+0.4% | Added |
| Marino, Stram & Associates LLC | 2,902 | $316.5K | 0.10% | +819+39.3% | Added |
| Checchi Capital Advisers, LLC | 2,871 | $313.1K | 0.03% | +47+1.7% | Added |
| Everence Capital Management Inc | 2,870 | $313.0K | 0.03% | −2,970−50.9% | Reduced |
| Intercontinental Wealth Advisors, LLC | 2,862 | $312.1K | 0.09% | +661+30.0% | Added |
| Morningstar Investment Management LLC | 2,863 | $312.0K | 0.05% | +2,863 | New |
| Seelaus Asset Management LLC | 2,849 | $311.0K | 0.23% | +2,849 | New |
| Deseret Mutual Benefit Administrators | 2,838 | $309.5K | 0.13% | −1,961−40.9% | Reduced |
| DGS Capital Management, LLC | 2,831 | $308.7K | 0.20% | −309−9.8% | Reduced |
| Global Retirement Partners, LLC | 2,824 | $308.0K | 0.02% | −769−21.4% | Reduced |
| Tortoise Investment Management, LLC | 2,819 | $307.4K | 0.05% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 2,807 | $306.1K | 0.01% | −43−1.5% | Reduced |
| Baker Tilly Wealth Management, LLC | 2,802 | $305.6K | 0.04% | −1,244−30.7% | Reduced |
| Cigna Investments Inc | 2,772 | $302.0K | 0.06% | 00.0% | Unchanged |
| 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 |
| Fluent Financial, LLC | 2,762 | $301.2K | 0.18% | −14,022−83.5% | Reduced |
| Profund Advisors LLC | 2,742 | $299.0K | 0.02% | +213+8.4% | Added |
| TFG Advisers LLC | 2,735 | $298.3K | 0.15% | −9−0.3% | Reduced |
| Oppenheimer Asset Management Inc. | 2,727 | $297.4K | 0.00% | −1,836−40.2% | Reduced |
| Quadrant Capital Group LLC | 2,718 | $296.4K | 0.03% | −469−14.7% | Reduced |
| Baldwin Brothers Inc | 2,712 | $295.8K | 0.03% | +117+4.5% | Added |
| Larson Financial Group LLC | 2,712 | $295.8K | 0.04% | +105+4.0% | Added |
| GW Henssler & Associates Ltd | 2,699 | $294.4K | 0.02% | +33+1.2% | Added |
| Graves-Light Private Wealth Management, Inc. | 2,688 | $293.2K | 0.05% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 2,680 | $292.3K | 0.01% | −150−5.3% | Reduced |
| Cypress Asset Management Inc | 2,675 | $291.7K | 0.11% | 00.0% | Unchanged |
| Kula Investments, LLC | 2,648 | $288.8K | 0.10% | +2,648 | New |
| National Asset Management, Inc. | 2,638 | $287.7K | 0.01% | +441+20.1% | Added |
| Valeo Financial Advisors, LLC | 2,634 | $287.2K | 0.02% | −6,641−71.6% | Reduced |
| TL Private Wealth | 2,500 | $287.1K | 0.17% | 00.0% | Unchanged |
| Stevens Capital Management LP | 2,598 | $283.0K | 0.18% | +2,598 | New |
| Trust Asset Management LLC | 2,585 | $281.9K | 0.04% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 1,610 | $276.0K | 0.12% | −3,080−65.7% | Reduced |
| Smith Shellnut Wilson LLC | 2,505 | $273.2K | 0.17% | +5+0.2% | Added |
| Sittner & Nelson, LLC | 2,500 | $272.6K | 0.17% | +3+0.1% | Added |
| MTM Investment Management, LLC | 2,482 | $270.7K | 0.14% | −51−2.0% | Reduced |
| Savant Capital, LLC | 3,038 | $270.5K | 0.01% | +627+26.0% | Added |
| Fund Management at Engine No. 1 LLC | 2,459 | $268.2K | 0.07% | +287+13.2% | Added |
| Insight Folios Inc | 2,445 | $266.6K | 0.12% | +154+6.7% | Added |
| Joule Financial, LLC | 2,432 | $265.2K | 0.18% | +180+8.0% | Added |
| Invictus Private Wealth, LLC | 2,426 | $264.6K | 0.03% | +2,426 | New |
| Colonial River Wealth Management, LLC | 2,416 | $263.5K | 0.17% | +2,416 | New |
| Presilium Private Wealth, LLC | 2,412 | $263.1K | 0.11% | +2,412 | New |
| Spire Wealth Management | 2,414 | $263.0K | 0.01% | +320+15.3% | Added |
| Wealth Alliance Advisory Group, LLC | 2,408 | $262.6K | 0.10% | +2,408 | New |
| Lincoln Capital LLC | 2,406 | $262.4K | 0.08% | 00.0% | Unchanged |
| Lido Advisors, LLC | 2,402 | $262.0K | 0.00% | +496+26.0% | Added |
| Caxton Associates LP | 2,397 | $261.4K | 0.02% | −2,562−51.7% | Reduced |
| Trust Co of Toledo NA | 2,388 | $260.0K | 0.05% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 2,379 | $259.5K | 0.02% | +149+6.7% | Added |
| Kinloch Capital, LLC | 2,372 | $259.0K | 0.15% | −24,070−91.0% | Reduced |
| CAPROCK Group, Inc. | 2,372 | $258.7K | 0.02% | −257−9.8% | Reduced |
| Triangle Securities Wealth Management | 2,354 | $256.7K | 0.09% | +15+0.6% | Added |
| Capstone Investment Advisors, LLC | 2,347 | $256.0K | 0.01% | −26,622−91.9% | Reduced |
| Ascent Group, LLC | 2,341 | $255.3K | 0.03% | −217−8.5% | Reduced |
| Sonora Investment Management Group, LLC | 2,339 | $255.1K | 0.02% | +2,339 | New |
| Liberty Capital Management, Inc. | 2,329 | $254.0K | 0.09% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 2,309 | $251.8K | 0.01% | +406+21.3% | Added |
| Barnes Pettey Financial Advisors, LLC | 2,300 | $250.8K | 0.26% | 00.0% | Unchanged |
| Echo Street Capital Management LLC | 2,276 | $248.2K | 0.00% | +2,276 | New |
| Security Asset Management | 2,240 | $244.5K | 0.14% | +2,240 | New |
| Phoenix Wealth Advisors | 2,231 | $243.3K | 0.15% | +39+1.8% | Added |
| TAGStone Capital, Inc. | 2,218 | $242.0K | 0.20% | +30+1.4% | Added |
| Cobblestone Capital Advisors LLC | 2,200 | $239.9K | 0.02% | +2,200 | New |
| Greytown Advisors Inc. | 2,195 | $239.4K | 0.13% | −17−0.8% | Reduced |
| Financial Management Network Inc | 2,131 | $237.3K | 0.11% | +51+2.5% | Added |
| Campbell Newman Asset Management Inc | 2,166 | $236.2K | 0.02% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 2,164 | $236.0K | 0.01% | +176+8.9% | Added |
| Synovus Financial Corp | 2,159 | $235.5K | 0.00% | −687−24.1% | Reduced |
| Reynders McVeigh Capital Management, LLC | 2,145 | $234.0K | 0.02% | −450−17.3% | Reduced |
| 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 |
| Personal Cfo Solutions, LLC | 2,133 | $232.6K | 0.05% | +2,133 | New |
| Glenview Trust Co | 2,132 | $232.5K | 0.01% | +37+1.8% | Added |
| Prostatis Group LLC | 2,111 | $230.2K | 0.14% | −5−0.2% | Reduced |
| Conning Inc. | 2,107 | $229.8K | 0.01% | 00.0% | Unchanged |
| Benchmark Investment Advisors LLC | 2,078 | $226.7K | 0.24% | −25−1.2% | Reduced |
| Emerald Advisers, LLC | 2,067 | $225.4K | 0.01% | +2,067 | New |