Skip to main content

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.

Q1 2023 vs. Q4 2022

How the institutions holding Price T Rowe Group Inc changed between Q4 2022 and Q1 2023.

All holders in Q1 2023All holders in Q4 2022

13F holders of TROW: Q4 2022 compared with Q1 2023
MeasureQ4 2022Of which not filed for Q1 2023Q1 2023Change
Holders1,024181,013+7
Shares174.8M165.2K175.5M+784.9K (+0.4%)
Value$19.1B$18.4M$19.8B+$732.3M (+3.8%)

18 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (95)

Institutions that held Price T Rowe Group Inc at the end of Q1 2023 but not at the end of Q4 2022.

Institutions new to TROW in Q1 2023
InstitutionSharesValue% of portfolio
Balyasny Asset Management LLC992,540$112.1M0.37%
Voloridge Investment Management, LLC56,356$6.36M0.03%
Abn Amro Investment Solutions53,092$5.99M0.12%
Martin Capital Partners, LLC45,033$5.08M2.11%
Walleye Capital LLC23,165$2.62M0.05%
Bayesian Capital Management, LP17,427$1.97M0.24%
Twin Capital Management Inc17,389$1.96M0.27%
Wills Financial Group, Inc.15,232$1.72M0.93%
KCM Investment Advisors LLC12,873$1.45M0.06%
Colony Family Offices, LLC12,857$1.45M0.56%
JT Stratford LLC12,645$1.43M0.41%
Moody Aldrich Partners LLC11,901$1.34M0.27%
STRS Ohio9,517$1.07M0.00%
Stansberry Asset Management, LLC9,362$1.06M0.20%
Man Group plc–$1.04M0.00%
Private Wealth Partners, LLC9,175$1.04M0.10%
ABLE Financial Group, LLC8,903$1.01M0.66%
Principle Wealth Partners LLC8,773$990.5K0.11%
LVM Capital Management Ltd6,994$790.0K0.11%
Wealth Enhancement Advisory Services, LLC6,733$760.1K0.01%
Edgestream Partners, L.P.6,672$753.3K0.08%
First Hawaiian Bank6,545$738.9K0.03%
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group6,428$725.7K0.43%
Jefferies Financial Group Inc.6,400$722.6K0.02%
Alberta Investment Management Corp5,700$643.5K0.01%
Legacy Financial Advisors, Inc.5,540$625.6K0.13%
Ostrum Asset Management5,178$584.6K0.05%
Mayflower Financial Advisors, LLC5,089$574.5K0.08%
Lion Street Advisors, LLC5,013$566.0K0.18%
AlphaCore Capital LLC4,850$547.6K0.14%
WBH Advisory Inc4,470$504.7K0.06%
Midwest Financial Group LLC4,315$487.0K0.45%
Lombard Odier Asset Management (Switzerland) SA3,979$449.2K0.04%
Northern Oak Wealth Management Inc3,862$436.0K0.05%
West Financial Advisors, LLC3,847$434.3K0.11%
Northcape Wealth Management, LLC3,785$427.3K0.15%
Gillespie Robinson & Grimm Inc3,655$412.6K0.04%
Blueshift Asset Management, LLC3,467$391.4K0.16%
LGT Group Foundation3,248$366.7K0.01%
DFPG Investments, LLC3,184$359.5K0.04%
Simplex Trading, LLC3,160$356.0K0.02%
Nilsine Partners, LLC3,076$347.3K0.05%
Asahi Life Asset Management Co., Ltd.2,750$310.5K0.10%
Clear Harbor Asset Management, LLC2,725$307.7K0.03%
GPS Wealth Strategies Group, LLC2,709$305.8K0.06%
Lane & Associates LLC2,581$291.4K0.26%
DMG Group, LLC2,542$285.6K0.29%
Confluence Wealth Services, Inc.2,412$272.3K0.06%
Sowell Financial Services LLC2,359$266.0K0.02%
Koshinski Asset Management, Inc.2,325$262.5K0.03%
Revisor Wealth Management LLC2,281$257.5K0.24%
Quantinno Capital Management LP2,245$254.0K0.02%
Truadvice, LLC2,139$240.3K0.10%
F/M Investments LLC2,106$237.8K0.24%
Wealth Management Associates, Inc.2,055$232.0K0.14%
Cornerstone Wealth Management, LLC2,006$226.5K0.02%
Canton Hathaway, LLC2,000$226.0K0.08%
L2 Asset Management, LLC1,980$223.5K0.13%
PGGM Investments1,937$219.0K0.00%
ICW Investment Advisors LLC1,927$217.7K0.12%
Lighthouse Investment Partners, LLC1,908$215.4K0.02%
Copperwynd Financial, LLC1,907$215.3K0.11%
Blossom Wealth Management1,891$213.5K0.87%
Transcend Wealth Collective, LLC1,878$212.0K0.02%
Nations Financial Group Inc,1,868$210.9K0.02%
Weil Company, Inc.1,854$209.3K0.09%
Whitener Capital Management, Inc.1,814$204.8K0.09%
We Are One Seven, LLC1,799$203.1K0.01%
First Affirmative Financial Network1,794$202.6K0.23%
Dakota Wealth Management1,792$202.3K0.01%
SC&H Financial Advisors, Inc.1,779$200.8K0.07%
Dai-Ichi Life Insurance Company, Ltd1,776$200.5K0.00%
Stock Yards Bank & Trust Co1,774$200.0K0.01%
Caas Capital Management LP1,300$146.8K0.05%
Thompson Investment Management, Inc.1,000$112.9K0.02%
Tradition Wealth Management, LLC831$94.0K0.01%
Milestone Investment Advisors LLC825$93.1K0.03%
Ahrens Investment Partners LLC553$62.4K0.03%
Sunbelt Securities, Inc.383$42.2K0.01%
Carmel Capital Partners, LLC309$34.9K0.02%
GW&K Investment Management, LLC202$23.0K0.00%
Laurel Wealth Advisors LLC203$22.9K0.00%
Caldwell Sutter Capital, Inc.142$16.0K0.01%
Stone House Investment Management, LLC74$8.36K0.00%
Coston, McIsaac & Partners73$8.00K0.00%
WealthPLAN Partners, LLC69$7.79K0.00%
Householder Group Estate & Retirement Specialist, LLC64$7.00K0.00%
Carmichael Hill & Associates, Inc.46$5.19K0.00%
Johnson Midwest Financial, LLC45$5.14K0.01%
Hall Laurie J Trustee33$4.00K0.00%
Tfo-TDC, LLC28$3.16K0.00%
Institutional & Family Asset Management, LLC10$1.13K0.00%
WealthPlan Investment Management, LLC9$1.04K0.00%
Cowa, LLC112,324$1.00K0.00%
Wolff Wiese Magana LLC5$5650.00%

Sold out (88)

Institutions that held Price T Rowe Group Inc at the end of Q4 2022 and filed for Q1 2023 without it.

Institutions that sold out of TROW in Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Millennium Management LLC400,669$43.7M
Qube Research & Technologies Ltd286,821$31.3M
Tandem Investment Advisors, Inc.286,047$31.2M
AustralianSuper Pty Ltd206,610$22.6M
Healthcare of Ontario Pension Plan Trust Fund167,000$18.2M
Brookfield Asset Management Inc.66,605$7.26M
Winmill & Co. Inc62,520$6.82M
Twinbeech Capital LP59,407$6.48M
Trexquant Investment LP54,549$5.95M
Fusion Capital, LLC35,855$3.91M
Regency Capital Management Inc.34,842$3.80M
PEAK6 Investments LLC34,331$3.74M
Snowden Capital Advisors LLC34,180$3.73M
Madison Asset Management, LLC32,296$3.52M
Connor, Clark & Lunn Investment Management Ltd.28,548$3.11M
Kennedy Capital Management, Inc.27,553$3.00M
Bridgewater Associates, LP22,588$2.46M
Dynamic Technology Lab Private Ltd20,137$2.20M
Monument Capital Management19,213$2.10M
Miller Value Partners, LLC19,175$2.09M
Fred Alger Management, LLC17,631$1.92M
ExodusPoint Capital Management, LP15,824$1.73M
Aquatic Capital Management LLC14,800$1.61M
Gsa Capital Partners LLP12,538$1.37M
Allstate Corp11,533$1.26M
Comerica Securities,inc.9,248$1.01M
WBI Investments9,059$988.0K
Estate Counselors, LLC8,820$961.9K
Engineers Gate Manager LP8,400$916.1K
Quadrature Capital Ltd7,805$851.2K
Northwest Bancshares, Inc.7,051$769.0K
Numerai GP LLC6,706$731.4K
Quantamental Technologies LLC6,564$715.9K
Los Angeles Capital Management LLC6,274$684.2K
Patriot Financial Group Insurance Agency, LLC5,567$607.1K
Wolverine Trading, LLC5,530$603.0K
Teza Capital Management LLC5,418$590.9K
Axq Capital, LP5,254$573.0K
Scissortail Wealth Management, LLC4,574$538.0K
Fundamentun, LLC4,792$522.6K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors3,947$430.5K
Capula Management Ltd3,280$357.7K
Journey Advisory Group, LLC3,201$349.1K
Premier Asset Management LLC3,130$341.4K
CX Institutional3,045$332.1K
Fox Run Management, L.L.C.2,934$320.0K
Seelaus Asset Management LLC2,849$311.0K
Kula Investments, LLC2,648$288.8K
Stevens Capital Management LP2,598$283.0K
Echo Street Capital Management LLC2,276$248.2K
Cobblestone Capital Advisors LLC2,200$239.9K
Campbell Newman Asset Management Inc2,166$236.2K
Keating Investment Counselors Inc2,035$221.9K
Quantitative Investment Management, LLC1,961$213.0K
Paloma Partners Management Co1,827$199.3K
Ancora Advisors, LLC1,190$130.0K
University of Texas/Texas Am Investment Managment Co1,000$109.0K
Lowe Wealth Advisors, LLC860$93.8K
American National Bank702$77.0K
Archer Investment Corp635$69.3K
Loomis Sayles & Co L P612$67.0K
Mendota Financial Group, LLC570$62.2K
Leelyn Smith, LLC500$54.5K
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH500$54.5K
AM Squared Ltd500$54.5K
General Partner, Inc.485$52.9K
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.290$32.0K
Zullo Investment Group, Inc.276$30.1K
Resurgent Financial Advisors LLC194$21.2K
Exchange Traded Concepts, LLC152$16.6K
Osterweis Capital Management Inc116$12.7K
My Personal CFO, LLC114$12.4K
First Personal Financial Services100$10.9K
Accurate Wealth Management, LLC89$10.4K
Seldon Capital LP95$10.4K
Romano Brothers and Company82$8.94K
RWM Asset Management, LLC80$8.72K
U.S. Capital Wealth Advisors, LLC79$8.62K
Norway Savings Bank61$6.65K
PrairieView Partners, LLC58$6.00K
Canada Pension Plan Investment Board53$5.78K
First Manhattan Co47$5.13K
Cassady Schiller Wealth Management, LLC27$2.94K
EWG Elevate Inc.26$2.84K
Copeland Capital Management, LLC20$2.00K
Glen Eagle Advisors, LLC16$1.78K
Sierra Capital LLC7$1.00K
Sofos Investments, Inc.109$95

Not filed for Q1 2023 yet (18)

Institutions that held Price T Rowe Group Inc at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.