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, Q1 2023
Institutional positions in Price T Rowe Group Inc as of Mar 31, 2023. 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
- 1,013
- +7 vs. Q4 2022
- Shares held
- 175.5M
- +784.9K (+0.4%) vs. Q4 2022
- Total value
- $19.8B
- +$732.3M (+3.8%) vs. Q4 2022
- New holders
- 95
- 448 more added
- Sold out
- 88
- 328 more reduced
18 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Price T Rowe Group Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Colonial Trust Advisors | 1 | $113 | 0.00% | −4−80.0% | Reduced |
| Wolff Wiese Magana LLC | 5 | $565 | 0.00% | +5 | New |
| Arlington Partners LLC | 6 | $677 | 0.00% | −189−96.9% | Reduced |
| Gradient Investments LLC | 6 | $683 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 8 | $899 | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 8 | $903 | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cowa, LLC | 112,324 | $1.00K | 0.00% | +112,324 | New |
| WealthPlan Investment Management, LLC | 9 | $1.04K | 0.00% | +9 | New |
| Institutional & Family Asset Management, LLC | 10 | $1.13K | 0.00% | +10 | New |
| Atlas Capital Advisors LLC | 11 | $1.24K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 12 | $1.35K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 16 | $1.81K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 17 | $1.92K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 10 | $2.00K | 0.00% | −2−16.7% | Reduced |
| Winch Advisory Services, LLC | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 18 | $2.03K | 0.00% | +9+100.0% | Added |
| SJS Investment Consulting Inc. | 18 | $2.03K | 0.00% | −3−14.3% | Reduced |
| Okabena Investment Services Inc | 19 | $2.15K | 0.00% | +1+5.6% | Added |
| FinTrust Capital Advisors, LLC | 21 | $2.29K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 23 | $2.60K | 0.00% | +7+43.8% | Added |
| Creative Financial Designs Inc | 26 | $2.94K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 27 | $3.05K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 28 | $3.16K | 0.00% | +28 | New |
| Washington Trust Advisors, Inc. | 31 | $3.50K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 34 | $3.83K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 35 | $3.98K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 36 | $4.00K | 0.00% | +8+28.6% | Added |
| Hall Laurie J Trustee | 33 | $4.00K | 0.00% | +33 | New |
| Raffa Wealth Management, LLC | 37 | $4.18K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 38 | $4.29K | 0.00% | 00.0% | Unchanged |
| Motco | 40 | $4.52K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 40 | $4.52K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 45 | $5.14K | 0.01% | +45 | New |
| Carmichael Hill & Associates, Inc. | 46 | $5.19K | 0.00% | +46 | New |
| Mark Sheptoff Financial Planning, LLC | 48 | $5.42K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 50 | $5.66K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 52 | $5.84K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 52 | $5.89K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 53 | $5.98K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 64 | $7.00K | 0.00% | +64 | New |
| JFS Wealth Advisors, LLC | 67 | $7.57K | 0.00% | −21−23.9% | Reduced |
| WealthPLAN Partners, LLC | 69 | $7.79K | 0.00% | +69 | New |
| Baker Avenue Asset Management, LP | 70 | $7.90K | 0.00% | −3−4.1% | Reduced |
| Coston, McIsaac & Partners | 73 | $8.00K | 0.00% | +73 | New |
| Schubert & Co | 71 | $8.02K | 0.01% | +21+42.0% | Added |
| Bell Investment Advisors, Inc | 72 | $8.13K | 0.00% | −81−52.9% | Reduced |
| Stone House Investment Management, LLC | 74 | $8.36K | 0.00% | +74 | New |
| Steward Financial Group LLC | 80 | $9.00K | 0.00% | +42+110.5% | Added |
| SRS Capital Advisors, Inc. | 87 | $9.82K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 94 | $10.6K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 101 | $11.0K | 0.00% | −136−57.4% | Reduced |
| Guardian Wealth Management, Inc. | 98 | $11.1K | 0.01% | +1+1.0% | Added |
| Lee Financial Co | 100 | $11.3K | 0.00% | −4−3.8% | Reduced |
| Eukles Asset Management | 100 | $11.3K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 100 | $11.3K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 113 | $12.8K | 0.00% | −100−46.9% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 112 | $13.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 118 | $13.3K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 120 | $13.5K | 0.00% | +5+4.3% | Added |
| Baystate Wealth Management LLC | 123 | $13.9K | 0.00% | +2+1.7% | Added |
| Westside Investment Management, Inc. | 130 | $14.7K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 130 | $14.7K | 0.00% | +10+8.3% | Added |
| Thompson Siegel & Walmsley LLC | 140 | $16.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 142 | $16.0K | 0.01% | +142 | New |
| Barrett & Company, Inc. | 150 | $16.9K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 151 | $17.0K | 0.00% | −27−15.2% | Reduced |
| Jones Financial Companies LLLP | 153 | $17.3K | 0.00% | 00.0% | Unchanged |
| Trust Co | 164 | $18.5K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 165 | $18.6K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 178 | $20.1K | 0.00% | +42+30.9% | Added |
| Plante Moran Financial Advisors, LLC | 179 | $20.2K | 0.00% | −63−26.0% | Reduced |
| Adirondack Retirement Specialists, Inc. | 197 | $21.8K | 0.02% | +150+319.1% | Added |
| Harvest Fund Management Co., Ltd | 191 | $22.0K | 0.00% | +98+105.4% | Added |
| Monetary Management Group Inc | 200 | $22.6K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 200 | $22.6K | 0.02% | 00.0% | Unchanged |
| Core Alternative Capital | 200 | $22.6K | 0.00% | +145+263.6% | Added |
| EverSource Wealth Advisors, LLC | 203 | $22.9K | 0.00% | −211−51.0% | Reduced |
| Laurel Wealth Advisors LLC | 203 | $22.9K | 0.00% | +203 | New |
| GW&K Investment Management, LLC | 202 | $23.0K | 0.00% | +202 | New |
| Sound Income Strategies, LLC | 205 | $23.2K | 0.00% | +68+49.6% | Added |
| Rise Advisors, LLC | 213 | $24.1K | 0.02% | +2+0.9% | Added |
| Riverview Trust Co | 214 | $24.2K | 0.02% | 00.0% | Unchanged |
| Costello Asset Management, INC | 220 | $24.8K | 0.03% | 00.0% | Unchanged |
| CNB Bank | 224 | $25.3K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 225 | $25.4K | 0.01% | +15+7.1% | Added |
| HM Payson & Co | 233 | $26.3K | 0.00% | −301−56.4% | Reduced |
| Private Ocean, LLC | 233 | $26.3K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 250 | $27.2K | 0.02% | +200+400.0% | Added |
| Beacon Capital Management, LLC | 251 | $28.4K | 0.01% | +1+0.4% | Added |
| Ellevest, Inc. | 273 | $30.8K | 0.00% | +61+28.8% | Added |
| Stonebridge Capital Advisors LLC | 277 | $31.3K | 0.00% | +16+6.1% | Added |
| Piscataqua Savings Bank | 278 | $31.4K | 0.03% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 280 | $31.5K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 291 | $32.9K | 0.00% | −188−39.2% | Reduced |
| Asset Dedication, LLC | 293 | $33.0K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 297 | $33.5K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 306 | $34.5K | 0.01% | −43−12.3% | Reduced |